Paraplanner - Wealth Management (Hybrid, Cardiff)

AFH Financial Group; Cardiff; Hybrid; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Flexible working

Holiday allowance

Birthday off

Pension scheme

Bonus program

Health benefits

Learning & development

Discounts

Job summary

AFH Wealth Management is seeking a Paraplanner to join our Cardiff team on a full-time basis. You will conduct comprehensive financial research, prepare bespoke investment reports, and support advisers with transfer analysis.

Ideal candidates hold a Diploma in Financial Planning and show strong report-writing and numerical abilities, with experience in an IFA environment. We offer flexible working, a discretionary bonus and a contributory pension scheme.

Qualifications

• Demonstrated knowledge and experience in personal financial planning and in constructing planning research and suitability reports.
• High standard of written and numerical skills with attention to detail.
• Strong report-writing abilities and accuracy.

Responsibilities

• Complete tasks within SLAs and deliver accurate research and reports to advisers.
• Provide thorough research, calculations, and New Business Investment Reports and FPRs.
• Assist in technical/regulatory development for advisers and staff on a case basis.
• Support Trainee Paraplanners with guidance and training as needed.
• Conduct thorough research and escalate to Senior team when required.

Skills

Financial planning

Report writing

Numerical skills

IFA experience

Education

Diploma in Financial Planning

Tools

Microsoft Office

Job description

AFH Wealth Management is seeking a Paraplanner to join our Cardiff team on a full-time basis. You will conduct comprehensive financial research, prepare bespoke investment reports, and support advisers with transfer analysis.

Ideal candidates hold a Diploma in Financial Planning and show strong report-writing and numerical abilities, with experience in an IFA environment. We offer flexible working, a discretionary bonus and a contributory pension scheme.