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- Tasks: As a Paraplanner, you'll conduct financial research and prepare bespoke investment reports for clients.
- Company: AFH Wealth Management is a top independent financial advisory firm in the UK, valuing its people.
- Benefits: Enjoy flexible working, competitive holidays, health perks, and shopping discounts.
- Why this job: Join a supportive culture focused on professional development and making a real impact in finance.
- Qualifications: A Diploma in Financial Planning and experience in personal financial planning are essential.
- Other info: This role offers fully remote or hybrid working options and a competitive salary.
The predicted salary is between 36000 - 60000 £ per year.
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 offering fully remote or hybrid working, and a competitive salary and range of benefits.
Benefits and Perks at AFH:
- Flexible working & 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 clothing stores to our go-to supermarkets, as well as access to free online training courses.
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.
- Conduct thorough research where necessary and refer to Senior team members, where necessary.
- Participate in firm research projects, adhering to set deadlines, as and if required.
What we are looking for in our ideal Paraplanner:
- 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.
- Conduct thorough research where necessary and refer to Senior team members, where necessary.
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.
Paraplanner employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and products. Staying updated on industry changes will not only enhance your knowledge but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with current paraplanners or financial advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Practice your report-writing skills by creating sample investment reports or financial planning documents. This will help you articulate your ability to produce high-quality work, which is crucial for the Paraplanner role.
✨Tip Number 4
Prepare for potential interview questions by reviewing common scenarios faced by paraplanners. Think about how you would approach complex financial situations and be ready to discuss your thought process and solutions.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your diploma in Financial Planning and any specific skills that align with the job description, such as report-writing and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of AFH Wealth Management's values. Mention how your previous experience in an IFA environment has prepared you for this role.
Highlight Relevant Skills: In your application, focus on your written and numerical skills, as well as your proficiency in Microsoft Office. Provide examples of how you've used these skills in past roles to deliver accurate and thorough research or reports.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A high level of accuracy is crucial in this role, so ensure your application reflects that standard.
How to prepare for a job interview at AFH Wealth Management
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial planning concepts and current legislation. Be prepared to discuss how your knowledge can contribute to the role of a Paraplanner at AFH Wealth Management.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to provide examples of how you've maintained high standards in your previous work. Highlight any experiences where your attention to detail made a significant impact.
✨Prepare for Technical Questions
Expect questions that assess your technical skills and ability to conduct thorough research. Familiarise yourself with common financial products and investment strategies, as well as the tools you would use in your role.
✨Communicate Clearly and Effectively
Strong communication skills are essential for a Paraplanner. Practice articulating complex financial concepts in a clear and concise manner, as you may need to explain your findings to clients or colleagues during the interview.
