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- Tasks: Join us as a Paraplanner, conducting financial research and preparing bespoke investment reports.
- Company: AFH Wealth Management is a top independent financial advisory firm in the UK, valuing its people.
- Benefits: Enjoy flexible working, competitive holidays, social perks, a pension scheme, and health benefits.
- Why this job: This role offers growth opportunities, a supportive culture, and the chance to make a real impact.
- Qualifications: You need a Diploma in Financial Planning and experience in personal financial planning.
- Other info: This is a full-time, fully remote position with a competitive salary and annual bonus.
The predicted salary is between 28800 - 43200 £ per year.
- Location: Bromsgrove, Worcestershire, United Kingdom
- Salary: Competitive Salary and Benefits
Paraplanner – Remote
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, with remote working, and a competitive salary and range of benefits. You will be expected to attend the Bromsgrove office occasionally for training or team days.
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
- 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.
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.
- 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 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.
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.
If you or anyone that you know are interested in becoming a part of our growing community as our Paraplanner, get in touch and click ‘APPLY’ today or email us via recruitment@afhgroup.com. We look forward to hearing from you!
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Paraplanner (Remote) employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Remote)
✨Tip Number 1
Familiarise yourself with the latest financial regulations and products. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the financial planning field.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend webinars or local meetups to connect with others in the industry, which can lead to valuable insights and potential referrals for the Paraplanner role.
✨Tip Number 3
Prepare to discuss specific examples of your experience in financial planning during interviews. Highlight your ability to conduct thorough research and produce detailed reports, as these are key aspects of the Paraplanner position.
✨Tip Number 4
Showcase your proficiency in Microsoft Office, particularly Excel, as it is essential for data analysis and report generation. Consider brushing up on advanced functions that can enhance your efficiency in the role.
We think you need these skills to ace Paraplanner (Remote)
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 previous roles in an IFA environment.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for financial planning. Mention specific skills such as report-writing and attention to detail, and explain how they align with the role at AFH Wealth Management.
Showcase Your Research Skills: In your application, provide examples of how you've conducted thorough research in previous roles. Highlight any experience with financial products and legislation that would be relevant to the Paraplanner position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is crucial for this role.
How to prepare for a job interview at AFH Financial Group.
✨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 have applied this knowledge in previous roles, especially in an IFA environment.
✨Demonstrate Attention to Detail
As a Paraplanner, accuracy is key. During the interview, highlight examples where your attention to detail has made a significant impact, such as in report writing or research tasks.
✨Prepare for Technical Questions
Expect questions that test your technical skills and understanding of financial products. Familiarise yourself with common financial planning tools and methodologies that you might use in the role.
✨Communicate Clearly and Effectively
Strong communication skills are essential for this position. Practice articulating your thoughts clearly, especially when discussing complex financial concepts, to demonstrate your ability to convey information effectively.
