Paraplanner

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.
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