At a Glance
- Tasks: Support clients with reviews and advice while gaining valuable financial planning experience.
- Company: Join Argentis Wealth Management, a supportive and innovative financial advice firm.
- Benefits: Competitive salary, private medical insurance, paid birthday leave, and staff discounts.
- Other info: Enjoy hybrid working after training and be part of a growing team.
- Why this job: Develop your skills in a collaborative environment and work towards becoming a Financial Adviser.
- Qualifications: Level 4 Diploma in Financial Planning and experience in financial services required.
The predicted salary is between 30000 - 40000 € per year.
Looking to take the next step towards becoming a Financial Adviser within a supportive, team-focused environment? With us, you can build your advice experience while working closely with experienced Advisers, paraplanners and administrators within a collaborative POD structure. If you’re looking to further your financial planning career in a firm that values development, teamwork and high-quality client outcomes, then we’d love to hear from you.
Where do you fit in? You’ll support clients through annual reviews, simple advice amendments and ongoing servicing activities, helping to deliver a smooth and consistent client experience. You’ll gain valuable exposure to the full advice process while contributing to paraplanning and administrative support when needed. This is a structured development role designed for someone who is working towards full Financial Adviser status and wants to continue developing their technical knowledge, client skills and regulatory understanding.
Key responsibilities include:
- Supporting Financial Advisers with annual reviews, client servicing and lower complexity regulated advice activities while building strong client relationships within the POD
- Assisting with research, report preparation and wider workflow support to help ensure efficient end-to-end case progression
- Maintaining accurate records, following FCA and Consumer Duty requirements, and engaging in ongoing coaching and development towards full Adviser status
What’s In It for You?
- A competitive salary plus benefits including private medical insurance, paid birthday leave, and a staff discount platform
- A busy and varied role within a growing group
- The chance to make your mark at a friendly business with lots going on
To be successful, you’ll need:
- Essential - Level 4 Diploma in Financial Planning and experience within financial planning, paraplanning or a client-facing financial services role
- A good understanding of FCA regulations, advice standards and Consumer Duty, alongside strong attention to detail
- Excellent communication skills, a collaborative approach and a professional, client-focused mindset
We work 35 hours per week, Monday to Friday. You’ll be based from our London office (EC3N 3AA). Following successful completion of your training period, hybrid working is available, with three days at our office and two days working from home.
Who are Argentis Wealth Management?
This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Ltd. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses. We’re looking for talented people to join our teams, to help us achieve our goals and build for the future. We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.
Associate Financial Advisor - Hybrid in London employer: Argentis Group Limited
At Argentis Wealth Management, we pride ourselves on being an excellent employer that fosters a supportive and collaborative work culture. Our hybrid working model allows for flexibility while you gain invaluable experience in financial planning, all within a team that values your professional growth and well-being. With competitive benefits and a commitment to employee development, we provide a rewarding environment for those looking to advance their careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Financial Advisor - Hybrid in London
✨Network Like a Pro
Get out there and connect with people in the financial services industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Ace the Informational Interview
Set up informal chats with current Financial Advisers or those in similar roles. This is your chance to learn about their experiences and get insider tips on what it takes to succeed. Plus, it shows your genuine interest in the field!
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your Level 4 Diploma and any relevant experience. Share specific examples of how you've supported clients or contributed to team projects. We want to see your passion and expertise shine through!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s make this happen together!
We think you need these skills to ace Associate Financial Advisor - Hybrid in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Associate Financial Advisor role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience in financial planning or client-facing roles.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial advising and how you can contribute to our team. Mention specific examples of your collaborative approach and client-focused mindset.
Showcase Your Understanding of Regulations:Demonstrate your knowledge of FCA regulations and Consumer Duty in your application. This shows us that you’re not just qualified, but also aware of the standards we uphold in our work.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Argentis Group Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and Consumer Duty. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Client Skills
Prepare examples of how you've built strong client relationships in the past. Whether it's through annual reviews or simple advice amendments, demonstrating your client-focused mindset will resonate well with the interviewers.
✨Be Team-Oriented
Since this role is all about collaboration within a POD structure, be ready to talk about your experience working in teams. Highlight how you've contributed to group success and supported colleagues in achieving common goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and development opportunities. This shows your genuine interest in the role and helps you gauge if the environment aligns with your career aspirations.
