Paraplanner Work, Jobs in Bromsgrove, Wor (with Salaries)

Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Senior Advice Technician
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Team management
- Training & development
- Employee discount
Senior Client Manager (Paraplanner)
Fairstone Financial Management (West Midlands Hub) —Brierley Hill
- £30,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
13d
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
Cooper Parry —Birmingham
- Full-time
- Analysis skills
- Analytics
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- No degree
Business Assurance Specialist
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Analysis skills
- Communication skills
Independent Financial Advisor
Jerroms —Solihull
- Organisational skills
- Communication skills
Quick apply
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- CRM software
- Computer literacy
- Free parking
Quick apply
2d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme

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HOME BASED - Paraplanner
The Timebank —Hereford
In return with offer a unique opportunity to work for one of the most innovative employers in the industry, the security of a full PAYE position, the freedom to…
£36,225 - £80,000 a year
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12d
Senior Advice Technician
AFH Financial Group —Bromsgrove
Provide support in performing enhanced post audit review assessment of advice cases and evaluation of standards. Plus, additional holiday days for long service.

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Paraplanner

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

Location: Bromsgrove Head Office (Hyrbid 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
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.

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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paraplanner jobs in bromsgrove, wor

Paraplanner

IFA Administrator

Senior Advice Technician

Paraplanning Manager

Senior Client Manager (Paraplanner)

Senior Paraplanner

Paraplanner

Financial Administrator

Paraplanner

Business Assurance Specialist

Independent Financial Advisor

Apprentice Private Client Administrator

Senior IFA Administrator

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