Job Description

Are you an experienced Paraplanner looking for a fresh challenge

? Or

looking

for the next step in your Paraplanning Career?

If you value integrity and want to work within 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?

Youll help to deliver a consistently high standard of support to our Financial Advisers and their clients. Youll play a key role in assessing client needs, researching suitable solutions, and creating clear, compliant reports. Youll be on hand to assist with complex cases and help keep things running smoothly across the team.


In this varied role, no two days are quite the same. You could be reviewing recommendations or helping to train a colleague, and then you could be digging into technical research, or identifying ways we can improve how we work. Youll also support your manager by reviewing work, allocating cases, and stepping in where needed.

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?

Youll

be Level 4 qualified, with s

trong paraplanning experience

and knowledge of EIS, VCT, and IHT, along with a good understanding of FCA regulations and financial products Excellent organisation and time management skills, with a sharp eye for detail and the ability to explain technical information clearly A collaborative, helpful attitudeyoure someone whos confident working as part of a busy team and happy to help others

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.