Senior Paraplanner

AFH Financial Group; Bromsgrove; Híbrido; GBP 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible working

Holidays allowed

Professional development

Pension

Loyalty bonus

Social events

Bonus scheme

Health and wellbeing

Shopping discounts

Salary sacrifice schemes

Descripción de la vacante

AFH Wealth Management is seeking a Senior Paraplanner based in Bromsgrove with the option for remote work. This full-time, permanent role involves delivering independent financial planning research, preparing reports, and supporting advisers to achieve optimal client outcomes.

Ideal candidates will hold a Diploma in Financial Planning or be working toward Chartered/Advanced qualifications, with IFA experience and strong communication, accuracy, and MS Office skills.

Formación

• Diploma in Financial Planning as minimum qualification or working towards chartered/advanced qualifications.
• Knowledge and experience in personal financial planning and in constructing financial planning research and reports.
• Experience in an IFA environment with quality written and verbal communication.
• High level of accuracy and attention to detail in written and numerical skills.
• Good working knowledge of Microsoft Office applications.
• Excellent standard of written and verbal communication skills with strong report-writing ability.

Responsabilidades

• Participate in and deliver comprehensive financial research on products and investments using company-approved tools.
• Prepare financial planning reports across a range of advice types and investment solutions, including complex cases.
• Work with Advisers to ensure correct client outcomes and keep case progression updated.
• Keep back-office systems up to date with client information, provider contacts and documentation.
• Manage your diary effectively to meet SLA and key performance metrics.
• Complete tax and other complex ad-hoc calculations for clients and advisers as required.
• Support training and onboarding of team members through case checking and guidance.
• Adhere to FCA regulations and internal SOPs and processes.
• Support the paraplanning team with questions and process guidance.
• Develop understanding of the firm’s Advice Guidance as delivered.
• Identify process issues/improvements and escalate to management.

Conocimientos

Attention to detail

Report writing

Communication skills

Written communication

IFA industry experience

Educación

Diploma in Financial Planning

Chartered/advanced qualifications in progress

Herramientas

Microsoft Office

Descripción del empleo

Senior Paraplanner

Location: Bromsgrove Head Office or Remote Working

Contract type: Permanent

Hours: Full-time

This is an exciting opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is oneof the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunityand in return, you will receive a competitive salary and range of benefits.

As our Senior 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 financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex nature
• Work with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and elevate issues where necessary
• Ensure back-office systems are up to date with client information, provider contacts, case updates and documentation
• Manage your diary effectively and proactively to ensure you adhere to SLA’s whilst ensuring the key performance metrics are met
• Complete tax and other complex ad‑hoc calculations for clients and advisers, as and when required
• Support the training and onboarding of team members through case checking to aid their development and sign off. Liaise with other Senior Paraplanners to ensure consistency of approach
• Adhere to all standard operating procedures, policies and processes, in accordance with all FCA regulations that apply to the conduct of the business
• Support the wider paraplanning team with answers to questions and process guidance, ensuring the message delivered is positive, constructive and consistent, whilst referring to management where necessary. Support peers with the pod management of workflow and emails
• Develop a thorough understanding of the firm’s Advice Guidance, as and when delivered
• Identify any process issues/improvements and elevate to management for investigation.

What we are looking for in our ideal Senior Paraplanner:

• Diploma in Financial Planning as a minimum qualification requirement or working towards chartered/advanced qualifications
• Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning reports
• Experience in an IFA environment, demonstrating quality communication both written and verbal.
• A high level of accuracy and attention to detail in written/numerical skills
• Good working knowledge of Microsoft Office application
• Excellent standard of written and verbal communication skills, with the ability to demonstrate strong report‑writing skills.

What AFH can offer – Perks & Benefits:

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.

• Pension - We offer a contributory pension scheme with Royal London at 5% employer contribution, as well as death-in-service benefit.
• Loyalty Bonus Scheme – AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15 and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3-week holiday.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.

• 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.
• 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.
• Salary sacrifice schemes – Various salary sacrifice schemes such as Electric Vehicle Scheme or Charity Giving.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.

If you have any questions about this vacancy please contact the People Resourcing Team on [e-mail].

We look forward to hearing from you!