Do you have paraplanning experience? Or maybe youre an experienced financial services administrator looking for your next move?
Looking to continue your financial services career where you can make a real impact? If you're client focussed, friendly, and willing to learn, wed love to hear from you.
Where do you fit in?
Youll play a crucial role in ensuring our clients receive top-notch financial planning services. Based in a beautiful countryside location, youll be working with a friendly, experienced team who are dedicatedto helping clients achieve their financial goals.
Youll address queries effectively and build lasting relationships. With training and support from friendly, experienced colleagues, youll build on your existing financial services/planning experience .
Youll be responsible for:
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Data Collection, review letters
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Pre-completing applications
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Fund reviews
If you excel in written and verbal communication, have outstanding report writing skills and have unwavering attention to detail, you could be exactly who were looking for.
Whats in it for you?
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A competitive salary and benefits, including private medical insurance, paid birthday leave, and a discounts platform
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A caring employer who values staff and supports several charities and causes
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A varied role with exposure to investment decisions and the chance to learn from a highly experienced team
What do you need to succeed?
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A comprehensive understanding of the FCAs rules and requirements along with FCA and our record keeping requirements
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A broad knowledge of the financial services sector and a high level of technical proficiency
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Willingness to learn and commit to future qualifications. We encourage ongoing learning and professional growth.
We work Monday to Friday from 9 to 5.30. Following successful completion of your training period, hybrid working will be available.
Due to our rural location (RH16 4RR), youll need your own transport.
Who are Metis Wealth? What do we do?
This position is with Metis Wealth - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Limited.
Our approach is based on the belief that everyone is unique therefore our service must be, too. We dont do one-size-fits-all, but instead inspire success from truly tailored financial solutions
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.
