Senior Paraplanner

Location:

Bromsgrove Head Office or Remote Working

Contract type:
Permanent

Hours:

Full-time

This is an exciting opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is oneof 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.

• 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.

• 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.

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.

• Pension - We offer a contributory pension scheme with Royal London at 5% employer contribution, as well as death-in-service benefit.
• Loyalty Bonus Scheme – AFH employees are thanked for long service with a bonus and additional annual…