Paraplanner

AFH Wealth Management; Worcester; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in the UK seeks a Financial Planner to deliver comprehensive financial research and prepare bespoke reports for clients. The role requires a Diploma in Financial Planning and experience in an IFA environment. Enjoy hybrid working, competitive salary, and various employee benefits including health perks and professional development opportunities.

Benefits

Flexible working and holidays

Pension scheme

Health and wellbeing cashback

Professional development programs

Shopping discounts

Qualifications

• Knowledge and experience in personal financial planning.
• Experience in a financial advisory environment.
• High standard of written and numerical skills.

Responsibilities

• Deliver comprehensive financial research on products and investments.
• Prepare bespoke investment reports for clients.
• Conduct thorough research and contribute to regulatory development.

Skills

Financial Planning

Research and Analysis

Written Communication

Attention to Detail

Microsoft Office

Education

Diploma in Financial Planning

Job description

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, 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

Qualifications

• 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

Company overview & Benefits

• 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.
• 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 - To recognise and celebrate employees\' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year\'s service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. 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 - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as 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.