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- Tasks: Conduct financial research and prepare bespoke investment reports for clients.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm.
- Benefits: Enjoy hybrid working, competitive salary, and a range of benefits.
- Other info: Dynamic team environment with opportunities for career growth.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Diploma in Financial Planning and experience in personal financial planning.
The predicted salary is between 35000 - 45000 £ 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, with hybrid working, and a competitive salary and range of benefits. This role is based from our AFH Cookham office.
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.
- 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.
- Thorough research conducted where necessary and referring to Senior team members, where necessary.
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website or email the People Resourcing team.
Paraplanner in Maidenhead employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Maidenhead
✨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 lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your financial knowledge and report-writing skills. Be ready to discuss how you can deliver accurate research and reports that meet SLAs, as this is key for a Paraplanner role.
✨Tip Number 3
Showcase your attention to detail! During interviews, highlight examples where your accuracy made a difference in your previous roles. This will demonstrate that you’re the right fit for the meticulous nature of the job.
✨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 AFH Wealth Management.
We think you need these skills to ace Paraplanner in Maidenhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like your Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Showcase Your Writing Skills: Since strong report-writing skills are key for this role, include examples of your written work if possible. Whether it's investment reports or financial planning documents, let us see your attention to detail and clarity in writing.
Be Clear and Concise: When filling out your application, keep it clear and concise. We appreciate straightforward communication, so avoid fluff and get straight to the point about your experience and why you’re a great fit for us.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Familiarise yourself with the latest legislation and products in the market. Being able to discuss these confidently will show that you're serious about the role and can hit the ground running.
✨Showcase Your Skills
Prepare examples of your report-writing and analytical skills. Bring along samples of your work if possible, or be ready to discuss how you've tackled complex financial planning scenarios in the past. This will demonstrate your attention to detail and ability to deliver high-quality outputs.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the role. This could include inquiries about their approach to client relationships or how they support the development of their Paraplanners. It shows you're engaged and genuinely interested in the position.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor. Focus on articulating your experience in an IFA environment and how it relates to the job. The more comfortable you are discussing your background, the more confident you'll feel during the actual interview.