Overview
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.
Responsibilities
As our Paraplanner you will typically:
* Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
* Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
* Prepare and interpreting 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
* Thorough research conducted where necessary and referring to Senior team members, where necessary
* Participating in firm research projects, adhering to set deadlines, as and if required.
Ideal Paraplanner qualifications
* Diploma in Financial Planning
* Demonstration of 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
* An ability to demonstrate strong report-writing skills
* A 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 into technical and regulatory development of advisers and/or staff on a specific case basis
* Contribution into technical and regulatory development of Trainee Paraplanners
* Thorough research conducted where necessary and referring to Senior team members, where necessary.
Benefits
* Flexible working and holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
* Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
* Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
* Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
* Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
* Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
* Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street stores to our go-to supermarkets, as well as access to free online training courses.
To apply, click the Apply button.
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