• optimize the customer experience and coordinate post-sales implementation • collaborate with customers to ensure they are realizing expected value from Equifax solutions • drive adoption and retention through customer success activities • communicate the value of our data and solutions • examine customer data utilization and identify gaps • provide knowledge transfer through training on Equifax products and services • identify growth opportunities and assist in upsell during renewal process • assess customer health by monitoring solution usage • troubleshoot technical issues for clients • develop and deliver performance reports

• Taking a lead role in sourcing, screening, and analyzing private credit secondary transactions and select co-investments and primaries • Providing thorough qualitative research and financial statement analysis • Conducting financial modelling, valuation, structuring and sensitivity analyses to support the evaluation and pricing of secondary opportunities • Managing third-party diligence, conducting secondary research, participating with reference calls • Liaising with primary fund research team to assist with the evaluation of lead sponsors, credit portfolios and deal sourcing • Summarizing research into investment memorandums and presenting key findings to the Investment Committee • Managing and maintaining the firm’s internal database, including tracking investments and recording performance • Monitoring clients’ secondary investments and portfolios • Authoring private markets focused research • Participating in business development activities

• Manage monthly, quarterly, and annual close process, ensuring accurate and timely completion • Preparation and review of management financial reporting packages, including P&L reconciliations, variance analysis, and supporting schedules • Oversee preparation of annual financial statements and working with external auditors to issue audits • Design and monitor internal controls over financial reporting, including documentation of key processes and controls • Partner with the CFO on cash flow forecasting, working capital management, and capital allocation decisions • Lead preparation and review of federal, state, and local tax filings for management companies, GPs, and related entities, working with external tax advisors as needed • Manage partnership and GP tax reporting, including review of Schedules K-1, PTET, allocations, and partner capital accounts • Maintain tax calendars, ensure timely filing and payment of all tax obligations, and monitor tax notices, audits, and inquiries • Own day-to-day administration and accounting for deferred compensation arrangements, including carried interest plans, bonus deferral programs, and other long-term incentive plans • Coordinate with HR and Legal on plan documentation, grant letters, and participant communications, ensuring alignment with plan terms and regulatory requirements

Role Description 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. Please note - paraplanning experience within the financial services industry is essential for this role. This role is fully remote, however travel to an office location may occasionally be required according to the needs of the business. We have office locations in Waterlooville, Poole, Salisbury, London and Harrogate. Where do you fit in? - Assess client requirements - researching, identifying, and presenting solutions. - Work on your own caseloads, conducting financial analysis and producing reports and recommendations. - Ensure all regulatory and compliance standards are met. - Support Financial Planners and ensure client needs are met. - Research the best products for clients and spot any missing information. - Utilize technical ability and be IT and system savvy – navigate around third-party platforms. - Deliver a first-class service with excellent admin skills. - Be supported by the Paraplanning Team Leader and play a key part in the business. Qualifications - Paraplanning experience and a QCFL4 qualification are a must. - Excellent communication skills. - Financial service industry experience and good product knowledge. Requirements - Ability to meet deadlines - effectively organising and prioritising your workload. - Adaptable, friendly, and willing to learn. - Technology savvy team player – happy to help your team achieve their goals. - Work 35 hours per week, Monday to Friday. Benefits - A competitive salary + benefits including private medical insurance. - Paid birthday leave. - A staff discount platform giving you money off a wide range of goods and days out. - A busy and varied role where you’ll always have plenty to do. - Be part of a friendly, growing team in an expanding business. Company Description This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Limited. 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.