Part Time Paraplanner - Hybrid

Do you have paraplanning experience? Or maybe you’re 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, we’d love to hear from you.

Where do you fit in?

You’llplay a crucial role in ensuring our clients receive top-notchfinancial planning services.

Based in abeautiful countryside location,you’llbeworking with afriendly, experienced teamwho arededicatedto helping clients achieve their financial goals.

You’lladdressqueries effectivelyandbuild lasting relationships.

With training and support from friendly, experienced colleagues, you’ll build on your existing financial services/planning experience .

You’llberesponsible for:

• Data Collection, review letters
• Pre-completing applications

If you excel in written and verbal communication, have outstanding report writing skills and have unwavering attention to detail, you could be exactly whowe’relooking for.

What’sin itfor you?

• A competitive salary and benefits, including private medical insurance, paid birthday leave, and a discounts platform
• A caring employer who values staff and supports several charities and causes
• A varied role with exposure to investment decisions and the chance to learn from a highly experienced team

What do you need to succeed?

• A comprehensive understanding of the FCA’s rules and requirements along with
  
  FCA and our record keeping requirements
• A broad knowledge of the financial services sector anda high levelof technical proficiency
• Willingness to learn and commit to future qualifications. We encourage ongoing learning and professional growth.

This role is for 22.5 hours per week - our office is open
Monday to Friday from 9 to 5.30pm.

Followingsuccessful completion ofyour training period, hybrid working will be available.

Due to our rural location (RH16 4RR
),you’llneed your own transport.

This position is with Metis Wealth - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned byArgentis

Group Limited.

Our approach is based on the belief that everyone is unique – therefore our service must be, too. Wedon’tdo one-size-fits-all, but instead inspire success from truly tailored financial solutions

We are committed to equality of opportunity forall;we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.

Paraplanning or extensive financial services / planning admin experience is a must, along with product knowledge, and a sound understanding of FCA regulations.