Paraplanner

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Associate Financial Advisor - Hybrid

Argentis Group Limited
London

Quick apply

Job details

Full-time

Benefits

Private medical insurance
Employee discount

Qualifications

Financial Conduct Authority guidelines
Financial planning
Client engagement
Financial services
Communication skills

Full job description

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 youre looking to further your financial planning career in a firm that values development, teamwork and high-quality client outcomes, then wed love to hear from you.

Where do you fit in?

Youll support clients through annual reviews, simple advice amendments and ongoing servicing activities, helping to deliver a smooth and consistent client experience. Youll 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

Whats 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, youll 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. Youll 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? 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 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.

Were 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.

Quick apply

Refine Your Search

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I want to receive the latest job alerts for paraplanner – level 4 in epsom, sry

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