Associate Paraplanner

Role: Associate Paraplannner

Team: Techinical Operations

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 Associate Paraplanner, you will be responsible for:

• Participating in and delivering comprehensive financial research, within set SLAs, using company approved research tools.
• Preparing financial reports across a wide range of advice types and financial products. And developing a strong understanding of the firms Advice Guidance when delivered.
• Completing tax and other complex ad-hoc calculations for clients and advisors, as and when required.
• Managing your own workflow effectively by managing your diary and proactively adhering to SLA.
• Identifying any training requirements for yourself for the team and identifying any process improvements and escalating where necessary.
• Supporting the wider Paraplanning team with pod management of workflow, while also participating in team projects, adhering to set deadlines.
  
  

What we are looking for in our ideal Associate Paraplanner:

• Working towards the Diploma in Financial Planning or readiness to join the Associate Paraplanner programme.
• Demonstrable knowledge and experience in personal financial planning and in the construction of financial planning research and financial planning reports.
• Experience In an IFA environment
• An excellent standard of written and verbal communication and the ability to demonstrate strong report writing skills.
• A high level of accuracy and attention to detail, with the ability to work towards deadlines.
  
  

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.
  
  

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.