Join to apply for the Paraplanner role at AFH Wealth Management
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
As our Paraplanner you will typically:
* Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
* Prepare and deliver bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
* Prepare and interpret complex plan information with a view to completing transfer analysis
* Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas
* Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
* Undergo thorough research and refer to Senior team members where necessary
* Participate in firm research projects, adhering to set deadlines, as required
What we are looking for in our ideal Paraplanner:
* Diploma in Financial Planning
* Demonstrated knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
* Experience in an IFA environment, demonstrating quality communications of constructive feedback
* A high standard of written and numerical skills
* Strong report-writing skills
* High level of accuracy and attention to detail
* Aptitude in Microsoft Office
Key Risk Responsibilities:
* Completion of assigned tasks, ensuring that SLAs are adhered to
* Delivery of accurate and thorough research, calculations, New Business Investment Reports and FPRs to advisers
* Contribution to technical and regulatory development of advisers and/or staff on a case basis
* Contribution to technical and regulatory development of Trainee Paraplanners
* Thorough research conducted where necessary and referring to Senior team members where necessary
Benefits And Perks At AFH
* Flexible working and holidays with annual buy/sell scheme options and a birthday off; additional holiday days for long service
* Social perks including annual Christmas and Summer parties
* Pension with Royal London and death-in-service benefit
* Discretionary annual bonus following completion of a year’s service
* Health and wellbeing benefits via MediCash app, including discounted health club memberships and free healthcare benefits
* Professional development through tailored learning and development programmes
* Shopping discounts on a range of retailers and access to online training courses
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.
If you or anyone you know are interested in becoming a part of our growing community as our Paraplanner, get in touch and click ‘APPLY’ today or email recruitment@afhgroup.com. We look forward to hearing from you!
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Finance and Sales
* Industries: Banking
Referrals increase your chances of interviewing at AFH Wealth Management by 2x
#J-18808-Ljbffr