Wealth manager Work, Jobs in Broadway, Wor (with Salaries)

Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
9h
Senior FP&A Manager
Halfords —Redditch
- Full-time
- Hybrid work
- Microsoft Excel
- Programmable logic controllers
- Accounting
- Annual leave
- Employee discount
Annual Review IFA Administrator
Whateley Wealth Management —Bromsgrove
- £25,000 - £28,000 a year
- 8 hour shift
- Microsoft Office
- Analysis skills
- Organisational skills
- Relocation assistance
- Flexitime
Quick apply
7d
Digital Asset Executive
Halfords —Redditch
- Up to £29,500 a year
- Full-time
- Hybrid work
- Organisational skills
- Annual leave
- Employee discount
Private Client Consultant
St. James's Place —Cirencester
- Business development
- Leadership
- Communication skills
- Annual leave
UX/UI Designer
Halfords —Redditch
- £40,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Agile
- Annual leave
- Employee discount
B2B Account Manager
Halfords —Redditch
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Contracts
- Time management
- Annual leave
- Employee discount
Retail Pricing Manager
Halfords —Redditch
- £40,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- SQL
- Annual leave
- Employee discount
4d
Group Tax Manager
Halfords —Redditch
- £55,000 a year
- Full-time
- Hybrid work
- Accounting
- Organisational skills
- Leadership
- Annual leave
- Employee discount
Social Media Executive
Halfords —Redditch
- Up to £33,000 a year
- Full-time
- Hybrid work
- Social media management
- Annual leave
- Employee discount
Social Worker / Senior Practitioner - Children's Assessment Service (North)
OXFORDSHIRE COUNTY COUNCIL —Banbury
- £38,220 - £49,282 a year
- Part-time
- Travel
- Annual leave
- Employee assistance programme
Fire & Security Systems Service Engineer
Global Fire & Security Systems LTD —Gloucester
- Overtime
- Bachelor's degree
- Organisational skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Cidermill Theatre Manager
Chipping Campden Secondary School —Chipping Campden
- £40,008 - £48,413 a year
- Full-time
- In-person
- School
- Free parking
Quick apply
Commercial Planning Executive
Halfords —Redditch
- £40,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- SharePoint
- AI
- Annual leave
- Employee discount
6d
Reddit Community Manager
Halfords —Redditch
- Up to £40,000 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee discount
Wealth Paraplanner
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
3d
Senior Operations Manager – Logistics
Halfords —Redditch
- Full-time
- Continuous improvement
- Communication skills
- Annual leave
- Employee discount
5d
Property Standards Officer
Worcester City Council —Worcester
- £33,143 - £36,363 a year
- Customer service
- Administrative experience
- Travel
11d
Digital Merchandising Manager
Halfords —Redditch
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Marketing
- Annual leave
- Employee discount
Private Client - M&A Advisor
St. James's Place —Cirencester
- Sales
- IT
- Communication skills
- Annual leave

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Paraplanning Manager

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Full-time
9 hours ago

Benefits

Company pension
Employee discount

Qualifications

Financial planning
Microsoft Office
Mentoring

Full job description

Paraplanning Manager

Location: Bromsgrove Head Office

Working model: Office Based with 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.

The role:

To oversee and line manage the paraplanning team to ensure timely, efficient and accurate research and financial planning reports are completed for AFH advisers. Act as a ‘go-to’ for questions and queries across the team, lead support for training new employees as well as taking on additional responsibilities such as projects outside the usual client work.

As our Paraplanning Manager, you will be responsible for:

Developing and managing a high calibre team of paraplanners, identifying any training needs within the team or for specific team members

Managing team workflow requirements effectively, ensuring the team adheres to SLAs and key performance metrics, and escalating any issues if necessary. Holding regular meetings with individuals, whilst also contributing and assisting in the running of wider team meetings

Maintaining regular checks on the quality of the reports, turnaround times and adherence to processes. And, providing feedback and coaching to support the team to further improve our service delivery

Ensuring the paraplanning team adheres to all standard operating procedures in line with the FCA regulations that apply

Being involved in team projects and adhering to set deadlines

Looking out for areas in which team processes can be improved

What we are looking for in our ideal Paraplanning Manager:

Diploma in Financial Planning as a minimum qualification requirement
Demonstrable experience managing, training and mentoring a team effectively

Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning report
Experience in an IFA environment, demonstrating quality communications of constructive feedback
A high level of accuracy and attention to detail in written/numerical skills
Good working knowledge of Microsoft Office applications

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

Refine Your Search

wealth manager jobs in broadway, wor

Paraplanning Manager

Senior FP&A Manager

Annual Review IFA Administrator

Digital Asset Executive

Private Client Consultant

UX/UI Designer

B2B Account Manager

Retail Pricing Manager

Group Tax Manager

Social Media Executive

Social Worker / Senior Practitioner - Children's Assessment Service (North)

Fire & Security Systems Service Engineer

Cidermill Theatre Manager

Commercial Planning Executive

Reddit Community Manager

Wealth Paraplanner

Senior Operations Manager – Logistics

Property Standards Officer

Digital Merchandising Manager

Private Client - M&A Advisor

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