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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 role with opportunities for professional growth and development.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Diploma in Financial Planning and experience in an IFA environment.
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.
Responsibilities
- 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.
Paraplanner employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online forums. We all know that sometimes it’s not just what you know, but who you know that can help you land that Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report-writing skills. We recommend practising common interview questions related to financial planning and being ready to discuss your experience with investment reports and research tools.
✨Tip Number 3
Showcase your attention to detail! During interviews, highlight specific examples where your accuracy made a difference in your previous roles. We want to see how you can bring that same level of precision to our team at AFH.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your written and numerical skills in your application. We want to see how you can communicate complex financial concepts clearly and accurately, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for the Paraplanner role. Mention your experience in personal financial planning and how it aligns with what we’re looking for at AFH Cookham.
Be Detail-Oriented: We love attention to detail! Double-check your application for any typos or errors before hitting send. A polished application shows us you care about quality, just like we do.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at AFH.
How to prepare for a job interview at AFH Wealth Management
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the key products and investment strategies that AFH Cookham focuses on. Being able to discuss these confidently will show that you're not just interested in the role, but that you’re also knowledgeable about the industry.
✨Showcase Your Report-Writing Skills
Since strong report-writing skills are crucial for a Paraplanner, prepare examples of reports you've written in the past. Be ready to discuss how you approach writing complex financial planning reports and how you ensure accuracy and attention to detail.
✨Demonstrate Your Research Abilities
AFH values thorough research, so come prepared with examples of how you've conducted financial research in previous roles. Discuss the tools you used and how you ensured compliance with regulations while delivering results within set SLAs.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges faced by the Paraplanning team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.