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

Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
9d
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
7d
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Senior Administrator
JPA Financial Planning —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
- Flexible schedule
Quick apply
2d
Senior Administrator
JPA Financial Planning Limited —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
Quick apply
2d
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
7d
Client Support Executive
Benchmark Capital —Stratford-upon-Avon
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
2d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
11d

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IFA Administrator
RGH‑Global Limited —Bromsgrove
Knowledge of financial products (pensions, investments, mortgages) is an advantage. Handle correspondence via phone, email, and post, ensuring queries are dealt…
£26,000 - £30,000 a year
11d
Senior IFA Administrator
Warwick Nub News —Warwick
General office administration including filing, scanning, post handling, and answering calls. Liaise with clients and assist with queries.
Up to £35,000 a year
14h

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wealth paraplanner jobs near bromsgrove, eng

Paraplanner

AFH Financial Group -
Bromsgrove

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Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Financial planning
Report writing
Microsoft Office

Full job description

Paraplanner

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 hybrid working, and 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
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

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