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For Companies At a Glance
- Tasks: Conduct financial research and prepare bespoke investment reports for clients.
- Company: Join AFH Wealth Management, a top independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive holidays, health perks, and shopping discounts.
- Why this job: Be part of a supportive culture focused on professional development and employee recognition.
- Qualifications: Diploma in Financial Planning and experience in personal financial planning required.
- Other info: Fully remote or hybrid working options available.
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.
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 planning sector. Attend industry events or join online forums to connect with current paraplanners or financial advisers, which can provide valuable insights and potential referrals.
✨Tip Number 3
Practice your report-writing skills by creating sample investment reports or financial plans. This will help you articulate your thoughts clearly and showcase your analytical abilities when discussing your experience in interviews.
✨Tip Number 4
Research AFH Wealth Management thoroughly. Understanding their values, culture, and recent developments will allow you to tailor your conversations and show genuine interest in becoming part of their team.
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 the role. Mention your experience in an IFA environment and how it has prepared you for this position at AFH Wealth Management.
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 previous roles, particularly in preparing financial reports or conducting research.
Showcase Your Research Abilities: Demonstrate your ability to conduct thorough research by mentioning any specific projects or tasks where you had to analyse complex information. This will show AFH that you can deliver accurate and detailed reports within set SLAs.
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 you would approach creating investment reports and conducting research, as this will demonstrate your expertise and suitability for the role.
✨Highlight Your Attention to Detail
As a Paraplanner, accuracy is key. During the interview, provide examples of how you've ensured precision in your previous work, especially in report writing and data analysis. This will reassure them of your capability to meet their high standards.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex financial scenarios. Practise articulating your thought process and decision-making strategies, as this will showcase your analytical skills and readiness for the challenges of the role.
✨Demonstrate Your Communication Skills
Effective communication is crucial in this role. Be ready to discuss how you have communicated complex information clearly to clients or colleagues in the past. This will highlight your ability to convey important financial concepts in an understandable way.
