Wealth paraplanner Work, Jobs in Eng (with Salaries)

Paraplanner (Remote)
AFH Financial Group —Bromsgrove
- Full-time
- Remote
- Training & development
- Employee discount
Financial Services Assistant and Junior Paraplanner
Armstrongs Wealth Planning Ltd —Nuneaton
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Referral programme
Quick apply
1d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Talent Acquisition Business Partner (Wealth Management)
Titan Wealth Holdings —Bristol
- £5 - £10 a year
- Full-time
- Hybrid work
- Continuous improvement
- In-person
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
Associate Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Mentoring
- Communication skills
9d
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
Paraplanner - Bristol/Plymouth
Atomos —Bristol
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
9d
Paraplanner
AFH Financial Group —Watford
- Full-time
- Hybrid work
- Writing skills
Senior Paraplanner
RGH‑Global Limited —Knutsford
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Communication skills
8d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £40,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
Paraplanner
Nedbank Private Wealth —London
- Analysis skills
- Organisational skills
- Communication skills
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Paraplanner -
Atomos —London
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
6d
Paraplanner
The Progeny Group Limited —Nottingham
- Full-time
- Hybrid work
- Microsoft Word
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Trainee Wealth Adviser
The Openwork Partnership —Swindon
- £45,000 a year
- Travel
Paraplanner
RGH‑Global Limited —Leicester
- £35,000 - £41,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
Paraplanner
Hoxton Wealth —London
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
Wealth Operations Manager
The Progeny Group Limited —Worthing
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Computer skills
Quick apply
12h
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave

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Paraplanner (Remote)

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Permanent | Full-time

Benefits

Company pension
Employee discount

Qualifications

Investment
Financial planning
Report generation
Suitability report preparation
Financial report writing
Microsoft Office Suite
Financial analysis
Legal research
Training & development
Investment analysis in financial services industry

Full job description

Annual salary: Competitive Salary and Benefits

Paraplanner - Remote

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, permanent opportunity, with remote working, and a competitive salary and range of benefits. You will be expected to attend the Bromsgrove office occasionally for training or team days.

As our Paraplanner you will typically:

Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
Prepare and interpreting complex plan information with a view to completing 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 the role that is performed
Thorough research conducted where necessary and referring to 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.

Key Risk Responsibilities:

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 Paraplanners
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 [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

wealth paraplanner jobs in eng

Paraplanner (Remote)

Financial Services Assistant and Junior Paraplanner

Paraplanner / Trainee Paraplanner / Administrator

Talent Acquisition Business Partner (Wealth Management)

Associate Wealth Paraplanner

Senior Paraplanner – Level 6 (Chartered)

Paraplanner - Bristol/Plymouth

Paraplanner

Senior Paraplanner

Associate Financial Advisor - Hybrid

Paraplanner/IFA Report Writer

Paraplanner

Senior Paraplanner – Level 4

Paraplanner -

Paraplanner

Trainee Wealth Adviser

Paraplanner

Paraplanner

Wealth Operations Manager

Wealth Management Administrator

I want to receive the latest job alerts for wealth paraplanner in eng

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