Paraplanner - AFH Cookham
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. This role is based from our AFH Cookham office.
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
- 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.
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via [email protected]. We look forward to hearing from you!
