At a Glance
- Tasks: Deliver top-notch financial research and prepare comprehensive planning reports for clients.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and health perks.
- Other info: Be part of a supportive team with excellent growth opportunities.
- Why this job: Make a real impact in financial planning while developing your career.
- Qualifications: Diploma in Financial Planning or working towards advanced qualifications required.
The predicted salary is between 40000 - 50000 £ per year.
Location: Bromsgrove, Worcestershire, United Kingdom
Salary: Competitive Salary and Benefits
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. We are recruiting for a Senior Paraplanner to join our established Technical Research team. You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
This is a full‑time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
As our Senior 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 financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex nature
- Work with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and escalating issues where necessary
- Ensure back‑office systems are up to date with client information, provider contacts, case updates and documentation
- Manage your diary effectively and proactively to ensure you adhere to SLAs whilst ensuring the key performance metrics are met
- Complete tax and other complex ad‑hoc calculations for clients and advisers, as and when required
- Support the training and onboarding of team members through case checking to aid their development and sign off. Liaise with other Senior Paraplanners to ensure consistency of approach
- Adhere to all standard operating procedures, policies and processes, in accordance with all FCA regulations that apply to the conduct of the business
- Support the wider paraplanning team with answers to questions and process guidance, ensuring the message delivered is positive, constructive and consistent, whilst referring to management where necessary
- Support peers with the pod management of workflow and emails
- Develop a thorough understanding of the firm’s Advice Guidance, as and when delivered
- Identify any process issues/improvements and elevate them to management for investigation
What we are looking for in our ideal Senior Paraplanner:
- Diploma in Financial Planning as a minimum qualification requirement or working towards chartered/advanced qualifications
- Demonstrated knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning reports
- Experience in an IFA environment, demonstrating quality communication both written and verbal
- A high level of accuracy and attention to detail in written/numerical skills
- Good working knowledge of Microsoft Office applications
- Excellent standard of written and verbal communication skills, with the ability to demonstrate strong report‑writing skills
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 – All employees are 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 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 – 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
Senior Paraplanner in Bromsgrove employer: AFH Financial Group.
AFH Wealth Management is an exceptional employer located in Bromsgrove, Worcestershire, offering a dynamic work environment that prioritises employee growth and well-being. With flexible working arrangements, competitive benefits, and a strong commitment to professional development, AFH fosters a culture of collaboration and support, ensuring that every team member can thrive while contributing to the success of our clients. Join us to be part of a leading independent financial advisory firm that values your contributions and invests in your future.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at AFH or similar firms. A friendly chat can sometimes lead to job opportunities that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of financial products. We want you to shine when discussing complex cases, so practice explaining your thought process clearly and confidently.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like financial planning reports or research you've conducted. This will help us see your attention to detail and how you tackle challenges head-on.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at AFH Wealth Management.
We think you need these skills to ace Senior Paraplanner in Bromsgrove
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like your Diploma in Financial Planning. We want to see how you fit into our team!
Showcase Your Skills:Don’t forget to emphasise your written communication skills and attention to detail. Since you'll be preparing financial planning reports, it’s crucial to demonstrate your ability to convey complex information clearly and accurately.
Be Authentic:Let your personality shine through in your application. We value authenticity and want to know what makes you tick. Share your passion for financial planning and how you can contribute to our team's success at AFH.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker. We’re excited to see what you bring to the table!
How to prepare for a job interview at AFH Financial Group.
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific products AFH Wealth Management offers. Familiarise yourself with their approach to client advice and be ready to discuss how your experience aligns with their needs.
✨Showcase Your Communication Skills
As a Senior Paraplanner, you'll need to communicate effectively with both clients and advisers. Prepare examples of how you've successfully communicated complex information in the past, and be ready to demonstrate your report-writing skills during the interview.
✨Be Organised
AFH values efficiency, so show them you can manage your time well. Bring a diary or planner to the interview to discuss how you prioritise tasks and meet SLAs. This will highlight your ability to stay on top of your workload.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company culture. This shows your genuine interest in the position and helps you assess if AFH is the right fit for you. Consider asking about their training programmes or how they support professional development.
