Paraplanner

AFH Financial Group; Watford; On-site; GBP 28,000 - 42,000; Full time

Job summary

AFH Wealth Management is seeking a Paraplanner to join our Watford team on a hybrid basis. You will support advisers with research, report writing, and financial planning analysis to support client portfolios.

The role requires a Diploma in Financial Planning, strong written and numerical skills, and careful attention to detail. You will contribute to regulatory and technical developments and work with the senior team to meet SLAs.

Qualifications

• Diploma in Financial Planning (completed).
• Experience in a financial advisory environment (IFA).
• Excellent written and numerical skills.
• Strong report-writing ability.
• High accuracy and attention to detail.
• Proficiency with Microsoft Office.

Responsibilities

• Deliver comprehensive financial research using company-approved tools.
• Prepare and deliver bespoke investment reports to clients.
• Analyze and interpret complex plan information for transfer analysis.
• Prepare financial planning reports across multiple areas.
• Research regulatory changes and product information to aid the role.
• Perform thorough research and consult Senior team as needed.
• Participate in firm research projects and meet deadlines.

Skills

Financial planning knowledge

Report writing

Attention to detail

Education

Diploma in Financial Planning

Tools

Microsoft Office

Job description

• Location: Watford, Hertfordshire, United Kingdom
• Salary: Competitive Salary and Benefits

Paraplanner

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 oneof 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 afull-time, permanent opportunityand in return, you will receive a competitive salary andrange of benefits.

As our Paraplanner you will typically:

• Participatein and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
• Prepareand delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
• Prepareand interpreting complex plan information with a view to completing transfer analysis
• Preparecomplex financial planning reports, within set SLAs, in multiple financial planning areas
• Researchand 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 referringto 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.
• 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.