AFH Wealth Management
Paraplanner (Remote)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanner
Location: AFH Cookham
Working model: Remote
Contract type: Permanent
Hours: Full-time
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.
As our 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 and deliver bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
- Prepare and interpret 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
- Participate in firm research projects, adhering to set deadlines, as and if required.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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 recruitment@afhgroup.com. We look forward to hearing from you!
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills