AFH Wealth Management is seeking a Paraplanner to join our Cardiff team on a full-time basis. You will conduct comprehensive financial research, prepare bespoke investment reports, and support advisers with transfer analysis.
Ideal candidates hold a Diploma in Financial Planning and show strong report-writing and numerical abilities, with experience in an IFA environment. We offer flexible working, a discretionary bonus and a contributory pension scheme.
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Paraplanner - Wealth Management (Hybrid, Cardiff) employer: AFH Financial Group.
AFH Financial Group is an exceptional employer that prioritises a client-first service approach, fostering a supportive and collaborative work culture in the vibrant town of Bishop's Stortford. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while working in a dynamic environment that values teamwork and innovation.
