Paraplanner - Remote

AFH Financial Group.; Bromsgrove; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking financial advisory firm as a Paraplanner, where your expertise will contribute to delivering exceptional financial planning services. This fully remote position offers you the chance to engage in comprehensive financial research and prepare bespoke investment reports, all while enjoying the flexibility of remote work. You'll be part of a dynamic team that values your contributions and supports your professional growth. With a competitive salary and a range of benefits, including flexible working hours and social perks, this is an exciting opportunity to advance your career in the financial sector.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing initiatives

Professional development

Shopping discounts

Qualifications

• Experience in personal financial planning and constructing suitability reports.
• Strong numerical skills and ability to deliver thorough research.

Responsibilities

• Deliver comprehensive financial research and bespoke investment reports.
• Prepare complex financial planning reports and conduct thorough research.

Skills

Financial Planning

Report Writing

Attention to Detail

Microsoft Office

Communication Skills

Education

Diploma in Financial Planning

Tools

Research Tools

Job description

• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

Remote Paraplanner

AFH Wealth Management is proud to be oneof 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 afull-time, fully remote, permanent opportunitywith 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
• Contribution into technical and regulatory development of Trainee Advice Technicians
• Thorough research conducted where necessary and referring to Senior team members, where necessary

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 - 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.

If you or anyone that you know are 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!