Senior Paraplanner

AFH Financial Group.; Remote; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading financial advisory firm is seeking a Senior Paraplanner to work remotely. The role involves delivering high-quality financial research and preparing comprehensive reports. Candidates should possess a Diploma in Financial Planning and have experience in an IFA environment. Strong communication and report writing skills are essential. The firm offers a competitive salary, flexible working conditions, and excellent professional development opportunities.

Benefits

Flexible working & holidays

Competitive pension scheme

Annual discretionary bonus

Professional development programmes

Employee shopping discounts

Qualifications

• Diploma in Financial Planning as a minimum qualification requirement or working towards chartered/advanced qualifications.
• Experience in an IFA environment, demonstrating quality communication both written and verbal.
• A high level of accuracy and attention to detail in written/numerical skills.

Responsibilities

• Deliver comprehensive financial research on products and investments.
• Prepare financial planning reports across a range of advice types.
• Work with Advisers to ensure that correct client outcomes are achieved.

Skills

Financial Planning

Report Writing

Attention to Detail

Communication Skills

Microsoft Office

Education

Diploma in Financial Planning

Job description

• : Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

Senior Paraplanner - Remote

AFH Wealth Management is proud to be oneof 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. We are recruiting for a Senior Paraplanner to join our established Technical Research team. You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner,.

This is afull-time, permanent opportunity, witha competitive salary andrange of benefits.

As our Senior Paraplanner, you will typically:

• Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
• Prepare financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex nature
• Work with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and elevate issues where necessary
• Ensure back-office systems are up to date with client information, provider contacts, case updates and documentation
• Manage your diary effectively and proactively to ensure you adhere to SLA’s whilst ensuring the key performance metrics are met
• Complete tax and other complex ad-hoc calculations for clients and advisers, as and when required
• Support the training and onboarding of team members through case checking to aid their development and sign off. Liaise with other Senior Paraplanners to ensure consistency of approach
• Adhere to all standard operating procedures, policies and processes, in accordance with all FCA regulations that apply to the conduct of the business
• Support the wider paraplanning team with answers to questions and process guidance, ensuring the message delivered is positive, constructive and consistent, whilst referring to management where necessary. Support peers with the pod management of workflow and emails
• Develop a thorough understanding of the firm’s Advice Guidance, as and when delivered
• Identify any process issues/improvements and elevate to management for investigation.

What we are looking for in our ideal Senior Paraplanner:

• Diploma in Financial Planning as a minimum qualification requirement or working towards chartered/advanced qualifications
• Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning reports
• Experience in an IFA environment, demonstrating quality communication both written and verbal.
• A high level of accuracy and attention to detail in written/numerical skills
• Good working knowledge of Microsoft Office application
• Excellent standard of written and verbal communication skills, with the ability to demonstrate strong report-writing skills.

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 [e-mail] to find out more. We look forward to hearing from you!