Job Description

Are you a

confident and capable

Paraplanner looking for a fresh challenge

?

Are a

ccuracy, clarity, and consistency

central to how you work?

If youre someone 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 like to hear from you.

Where do you fit in?

Working closely with Financial Planners, youll help 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?

+ A competitive salary + benefits including paid birthday leave, private medical insurance, and discounts from a variety of websites + A varied and busy role with the chance to further your expertise
+ The opportunity to play a key role within a growing business

What do you need to succeed?

+ QCF Level 4 qualification (or working towards), along with solid technical knowledge and a strong grasp of FCA regulations + The ability to manage a varied workload, meet deadlines, and produce work with a high level of accuracy
+ 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 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.