Hybrid Paraplanner: Wealth Planning & Research

AFH Financial Group; Cardiff; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Flexible working & holidays

Social and pension benefits

Bonus scheme

Health and wellbeing

Professional development

Shopping discounts

Job summary

AFH Wealth Management is seeking a Paraplanner to join our Cardiff Gate Office on a hybrid basis. This full-time, permanent role offers a competitive salary and benefits as part of a growing financial advisory team.

As Paraplanner you will conduct comprehensive financial research using approved tools, prepare investment reports, assess plan information, and contribute to regulatory and technical development with senior staff. Experience in an IFA environment is preferred.

Qualifications

• Diploma in Financial Planning required.
• 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.

Responsibilities

• Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools.
• Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks.
• Prepare and interpreting 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.

Skills

Report writing

Attention to detail

Numerical skills

Communication skills

Education

Diploma in Financial Planning

Tools

Microsoft Office

Job description

AFH Wealth Management is seeking a Paraplanner to join our Cardiff Gate Office on a hybrid basis. This full-time, permanent role offers a competitive salary and benefits as part of a growing financial advisory team.

As Paraplanner you will conduct comprehensive financial research using approved tools, prepare investment reports, assess plan information, and contribute to regulatory and technical development with senior staff. Experience in an IFA environment is preferred.