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
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Argentis Group Limited. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Associate Financial Advisor - Hybrid in London
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Argentis Group Limited.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Argentis Group Limited
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Argentis Group Limited.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Argentis Group Limited.
