Be among the first 25 applicants
Direct message the job poster from Hurst Point Group
Talent Acquisition Partner - Hiring talented people. Helping businesses to grow, & people to reach their potential
Are you an experienced Paraplanner looking for a fresh challenge?
Are you someone who is super organised, who delights in meeting deadlines, and takes pride in the accuracy of your work?
If you are looking to join a friendly, growing company, then we’d love to hear from you.
You’ll play a crucial role in ensuring our clients receive top-notch financial planning services. Based remotely, you’ll be working with a friendly, experienced team dedicated to helping clients achieve their financial goals.
You’ll be responsible for assessing our client’s requirements - researching, identifying, and presenting solutions. Working on your own caseloads, you’ll conduct financial analysis and produce reports and recommendations, as well as ensuring all regulatory and compliance standards are met. Supporting our Financial Planners and ensuring that our client’s needs are met, you’ll research the best products for our clients and spot any missing information. You’ll have technical ability and be IT and system savvy – happy to navigate around third-party platforms. With an eagle eye for detail, you’ll use your excellent admin skills to deliver a first-class service, ensuring the success of your team and our business. Supported by the Paraplanning Team Leader, you’ll play a key part in our business.
What’s in it for you?
* Competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform giving you money off a wide range of goods and days out.
* Busy and varied role where you’ll always have plenty to do.
* You’ll be part of a friendly, growing team in an expanding business.
What do you need to be successful?
* Paraplanning experience and a QCFL4 qualification are a must, along with excellent communication skills. You’ll have to have financial service industry experience, good product knowledge.
* The ability to meet deadlines - effectively organising and prioritising your workload. You’ll be adaptable, friendly, and willing to learn.
* You’ll be a technology savvy team player – happy to help your team to achieve their goals.
We work 35 hours per week, Monday to Friday. This role can be based from our offices in Waterlooville or Salisbury. Following successful completion of your training period, hybrid working is available.
Who are Hurst Point Group? What do we do?
This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group. 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.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
#J-18808-Ljbffr