Paraplanner

• Location: Watford, Hertfordshire, United Kingdom
• Salary: Competitive Salary and Benefits

Location:

AFH Watford (Hybrid Working)

Contract type:
Permanent

Hours:

Full-time

This is a fantastic 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 afull-time, permanent opportunity and in return, you will receive a competitive salary andrange of benefits.

• 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.

• 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.
• 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
• Thorough research conducted where necessary and referring to Senior team members, where necessary.