Paraplanner

AFH Wealth Management; Watford; Hybrid; GBP 32,000 - 52,000; Full time

Job summary

AFH Wealth Management in Watford is seeking a Paraplanner to join our growing advisory team. This full-time, permanent role involves delivering comprehensive research on investments, preparing bespoke investment and financial planning reports, and supporting transfer analysis within SLAs.

You will review legislation and product information, contribute to firm research projects, and work closely with senior advisers to ensure accurate, client-focused recommendations.

Qualifications

• Diploma in Financial Planning is required.
• Knowledge and experience in personal financial planning and in constructing research and suitability reports.
• Experience in an IFA environment with clear client communications.
• High standard of written and numerical skills.
• Strong report-writing skills.
• High accuracy and attention to detail.
• Aptitude in Microsoft Office.

Responsibilities

• Completion of assigned tasks, ensuring SLAs are met.
• Delivery of accurate and thorough research and investment reports to advisers.
• Contribution to regulatory development of advisers and staff on case basis.
• Thorough research and escalation to senior team when needed.

Skills

Financial planning

Report writing

Attention to detail

Communication

Education

Diploma in Financial Planning

Tools

Microsoft Office

Job description

Location: AFH Watford (Hybrid Working)

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. This is a full‑time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

As our Paraplanner you will typically:

• 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.

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
• Thorough research conducted where necessary and referring to Senior team members, where necessary.