Paraplanner

AFH Financial Group; Bromsgrove; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Bromsgrove is seeking a Paraplanner to deliver financial research and reports. The ideal candidate will have a Diploma in Financial Planning, strong report-writing skills, and experience in an IFA environment. This full-time role offers a hybrid working model, competitive salary, and benefits including flexible holidays, professional development opportunities, and a pension scheme. Interested candidates should apply via [e-mail].

Benefits

Flexible working & holidays

Social perks such as annual parties

Contributory pension scheme

Discretionary bonus scheme

Health and wellbeing initiatives

Tailored learning and development programmes

Shopping discounts for employees

Qualifications

• Demonstrated knowledge and interest in personal financial planning.
• Experience in an IFA environment with quality communications.
• A high standard of written and numerical skills.

Responsibilities

• Deliver comprehensive financial research and investment reports.
• Prepare complex financial planning reports across multiple areas.
• Conduct thorough research and assist senior team members.

Skills

Knowledge of Financial Planning

Report Writing

Numerical Skills

Detail Orientation

Microsoft Office

Education

Diploma in Financial Planning

Job description

Paraplanner

AFH Financial Group – Bromsgrove, United Kingdom – Permanent – Full time – Competitive

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe 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.

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 needed
• 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
• Demonstrated 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
• Strong report‑writing skills
• 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 to technical and regulatory development of advisers and/or staff on a specific case basis
• Contribution to technical and regulatory development of trainee paraplanners
• Conduct thorough research where necessary and refer to senior team members, where needed

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 – We are all invited to our annual Christmas and Summer parties to recognise and celebrate employees' great work
• Pension – We offer a contributory pension scheme with Royal London as well as death‑in‑service benefit
• Bonus scheme – All employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service
• Health and wellbeing – MediCash app puts your health in your palm. 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 – Employees can choose from many retailers to get discounts or cashback on everyday purchases from favourite high‑street clothing stores to supermarkets, and 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 you know is interested in becoming a part of our growing community as our Paraplanner, get in touch and click 'APPLY' today or email us via [e-mail]. We look forward to hearing from you!