Experienced Paraplanner - Hybrid

Are you an experienced Paraplanner looking to move to a boutique firm with a big presence?

Do you have a desire to do things differently?

Looking to continue your career where you can make a real impact?

If you're a detail oriented, client focussed, friendly Paraplanner,we’dlove 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 are dedicated to helping clients achieve their financial goals.

You’lladdressqueries effectivelyandbuild lasting relationships.

You’llconduct comprehensive reviews of investmentportfolios, asset allocation, risk profiles and more.

You’llberesponsible for:

• Preparing andmaintainingclient files
• Preparing and implementing recommendations
• Client reviews

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
• A Dip PFS qualification is preferable. We encourage ongoing learning and professional growth.

We work Monday to Friday from 9 to 5.30. Followingsuccessful completion ofyour training period, hybrid working will be available.

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

Who are Metis Wealth? What do we do?

This position is withMetis 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.