Remote Paraplanner: Financial Planning & Research

AFH Financial Group.; Bromsgrove; Remote; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing initiatives

Professional development

Shopping discounts

Job summary

AFH Financial Group. is looking for a Paraplanner to join their team with a focus on delivering comprehensive financial research and preparing bespoke investment reports. This full-time, permanent position allows for remote working, with occasional attendance required at the Bromsgrove office for training.

The ideal candidate will have a Diploma in Financial Planning and experience in personal financial planning, along with strong report-writing skills and attention to detail.

Qualifications

• Demonstrated knowledge and experience in personal financial planning.
• Experience in an IFA environment with quality communication skills.
• High standard of written and numerical skills.

Responsibilities

• Deliver comprehensive financial research on products and investments.
• Prepare bespoke investment reports analyzing existing portfolios.
• Conduct thorough research on new and existing legislation.

Skills

Financial planning knowledge

Report writing skills

Attention to detail

Microsoft Office proficiency

Effective communication

Education

Diploma in Financial Planning

Job description

AFH Financial Group. is looking for a Paraplanner to join their team with a focus on delivering comprehensive financial research and preparing bespoke investment reports. This full-time, permanent position allows for remote working, with occasional attendance required at the Bromsgrove office for training.

The ideal candidate will have a Diploma in Financial Planning and experience in personal financial planning, along with strong report-writing skills and attention to detail.