Wealth paraplanner Work, Jobs in Hillingdon, Eng (with Salaries)

Paraplanner
AFH Financial Group —Watford
- Full-time
- Hybrid work
- Writing skills
3d
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Mentoring
- Communication skills
2d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
7d
Paraplanner
Nedbank Private Wealth —London
- Analysis skills
- Organisational skills
- Communication skills
9d
Paraplanner
Hoxton Wealth —London
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
IFA Administrator
Foster Denovo —London
- Full-time
- Hybrid work
- Employee discount
7d
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
7d
Paraplanner
RGH‑Global Limited —Camberley
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- English
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Head of Paraplanning
Cooper Parry —London
- Full-time
- Continuous improvement
- Training & development
- Leadership
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- English
- Business development
Platform Service Manager (6 months FTC)
7IM —London
- CRM software
- Writing skills
- Continuous improvement
Platform Service Manager (6 months FTC)
Seven Investment Management —London
- CRM software
- Writing skills
- Continuous improvement
Support Desk Representative
Dynamic Planner —Reading
- Hybrid work
- Salesforce
- Writing skills
- Financial services
1d

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Paraplanner
AFH Financial Group —Watford
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.
3d
Wealth Paraplanner
Royal Bank of Canada —London
Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts,…
2d

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Paraplanner

AFH Financial Group -
Watford

Apply Now

Job details

Full-time
3 days ago

Qualifications

Investment
Financial planning
Report generation
Suitability report preparation
Writing skills
Financial report writing
Microsoft Office Suite
Financial analysis
Legal research
Investment analysis in financial services industry

Full job description

Paraplanner

Location: AFH Watford (Hybrid Working)

Contract type: Permanent

Hours: Full-time

This is a fantastic opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is one of 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 opportunity and in return, you will receive a competitive salary and range of benefits.

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
Thorough research conducted where necessary and referring to Senior team members, where necessary.

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 [email protected].

We look forward to hearing from you!

Apply Now

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