At a Glance
- Tasks: Conduct financial research and prepare bespoke investment reports for clients.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm.
- Benefits: Enjoy a competitive salary, hybrid working, and a range of benefits.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Be part of a growing team and make a real impact in financial planning.
- Qualifications: Diploma in Financial Planning and experience in personal financial planning required.
The predicted salary is between 41850 - 51150 £ per year.
Location: Watford, Hertfordshire, United Kingdom
Salary: Competitive Salary and Benefits
Contract type: Permanent
Hours: Full-time
This is a fantastic opportunity to join our team at AFH Wealth Management. AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach. We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans.
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
- 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
Paraplanner in Watford employer: AFH Financial Group.
AFH Financial Group is an exceptional employer, offering a dynamic work environment in Bromsgrove where you can thrive as a Hybrid Client Services Coordinator. With a strong focus on employee growth, competitive benefits including a pension scheme and bonuses, and the flexibility of hybrid working, we foster a culture that values communication and collaboration, ensuring that our team members feel supported and empowered in their roles.
