Are you a confident and capable Paraplanner looking for a fresh challenge ?
Are accuracy, clarity, and consistency central to how you work?
If youresomeone who enjoys the technical side of financial planning and wants to contribute to a culture where good client outcomes are at the heart of everything we do, then wed love to hear from you.
Where do you fit in?
Working closely with Financial Planners, youllhelp clients to make informed decisions about their financial future. That means reviewing fact finds, researching products and strategies, and preparing clear, compliant Suitability reports that reflect each client's goals and circumstances.
Youll handle a wide variety of cases, ranging from straightforward recommendations to more complex planning. Youll play a key role in making sure we meet the highest standards of regulatory and compliance practice.
Whether you're clarifying information with a Financial Planner, or answering queries from other teams, your contribution will help us to provide a professional, reliable experience for both clients and colleagues.
Whats in it for you?
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- A competitive salary + benefits including paid birthday leave, private medical insurance, and discounts from a variety of websites
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- A varied and busy role with the chance to further your expertise
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- The opportunity to play a key role within a growing business
What do you need to succeed?
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- QCF Level 4 qualification (or working towards), along with solid technical knowledge and a strong grasp of FCA regulations
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- The ability to manage a varied workload, meet deadlines, and produce work with a high level of accuracy
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- A collaborative approach, clear communication skills, and a focus on improving client outcomes
We work 35 hours per week, Monday to Friday.
Youll be based from our London office (EC3N 3AA) .
Following successful completion of your training period, hybrid working is available.
Who are Argentis Group Limited ? What do we do?
This position is with
Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Limited.
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 are looking for talented people to join our teams, to help us achieve our common goals and build for the future.
