Wapiti Bromsgrove, England, United Kingdom
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AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. 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 using company-approved research tools.
* Prepare and deliver bespoke investment reports, within set SLAs, analyzing existing investment portfolios and comparing against suitable benchmarks.
* Interpret complex plan information to complete transfer analysis.
* Prepare complex financial planning reports across multiple financial planning areas.
* Research and review legislation and technical/product information to support your role.
* Conduct thorough research and consult with Senior team members when necessary.
* Participate in firm research projects, adhering to deadlines.
What We Are Looking For In Our Ideal Paraplanner
* Diploma in Financial Planning.
* Knowledge, interest, and experience in personal financial planning and in constructing research and suitability reports.
* Experience in an IFA environment with strong communication skills.
* High standard of written and numerical skills.
* Strong report-writing skills.
* High accuracy and attention to detail.
* Aptitude in Microsoft Office.
Key Risk Responsibilities
* Complete assigned tasks adhering to SLAs.
* Provide accurate research, calculations, and reports to advisers.
* Contribute to technical and regulatory development of advisers and staff.
* Conduct thorough research and consult with Senior team members when necessary.
Benefits And Perks At AFH
* Flexible working & holidays, including annual buy & sell scheme and your birthday off.
* Social events like annual Christmas and Summer parties.
* Contributory pension scheme with Royal London and death-in-service benefit.
* Discretionary annual bonus after one year of service.
* Health and wellbeing initiatives via the MediCash app.
* Professional development through tailored learning programs.
* Shopping discounts at various retailers and free online training courses.
With over 30 years of experience and more than 200 accredited advisers, AFH is a leading UK independent financial advisory firm.
If you're interested in joining us as a Paraplanner, please click ‘APPLY' today or email us. We look forward to hearing from you!
Additional Details
* Seniority level: Entry level
* Employment type: Full-time
* Job function: Finance and Sales
* Industries: Investment Advice
This job posting is active.
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