Paraplanner - Remote

AFH Wealth Management; Bromsgrove; Remote; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated Paraplanner to join their remote team. This role offers the opportunity to engage in comprehensive financial research, prepare bespoke reports, and contribute to the development of financial planning strategies. With a strong emphasis on accuracy and detail, you will play a pivotal role in supporting advisers and ensuring client satisfaction. Enjoy a competitive salary, flexible working conditions, and a range of benefits designed to enhance your professional growth and well-being. If you're passionate about financial planning and eager to make a difference, this is the perfect opportunity for you.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing benefits

Professional development

Shopping discounts

Qualifications

• Experience in personal financial planning and constructing suitability reports.
• Strong report-writing and numerical skills with high attention to detail.

Responsibilities

• Deliver comprehensive financial research and prepare bespoke investment reports.
• Conduct thorough research and participate in firm projects while meeting SLAs.

Skills

Financial Planning

Report Writing

Microsoft Office

Numerical Skills

Communication Skills

Attention to Detail

Education

Diploma in Financial Planning

Job description

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Address Information

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About My Application

• I confirm that my details are complete and correct
• I confirm I have the right to work in the country where this job is based
• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

Remote Paraplanner

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, fully remote, permanent opportunity with 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 to complete 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 your role
• Conduct thorough research where necessary and refer to Senior team members when needed
• Participate in firm research projects, adhering to deadlines, as required

What we are looking for in our ideal Paraplanner:

• Diploma in Financial Planning
• Knowledge, interest, and experience in personal financial planning and in constructing financial research and suitability reports
• Experience in an IFA environment, demonstrating quality communication and constructive feedback
• High standards of written and numerical skills
• Strong report-writing skills
• High accuracy and attention to detail
• Aptitude in Microsoft Office
• Ability to complete tasks ensuring SLAs are met
• Deliver accurate research, calculations, investment reports, and financial planning reports to advisers
• Contribute to technical and regulatory development of advisers and staff on a case basis
• Contribute to technical and regulatory development of Trainee Advice Technicians
• Conduct thorough research and refer to senior team members when necessary

Benefits and Perks at AFH

• Flexible working & holidays - Enjoy flexible working, competitive holiday allowance, annual buy & sell scheme, your birthday off, and additional holiday days for long service.
• Social perks - Attend our annual Christmas and Summer parties to celebrate great work.
• Pension - Contributory pension scheme with Royal London and death-in-service benefit.
• Bonus scheme - Competitive salary and discretionary annual bonus after one year of service.
• Health and wellbeing - Claim cashback on health initiatives via the MediCash app, including discounted memberships and free healthcare benefits.
• Professional development - Tailored learning and development programmes to support your career goals.
• Shopping discounts - Access discounts or cashback from retailers and 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 someone you know is interested in joining us as a Paraplanner, please click ‘APPLY’ today or email us at [e-mail]. We look forward to hearing from you!