Pension Fund Manager

3 days ago


Birmingham, Birmingham, United Kingdom AFH Wealth Management Full time
Paraplanner Role

We are proud to be one of the UK's leading independent financial advisory and wealth management firms.

This is a full-time, permanent opportunity with hybrid working and a competitive salary and range of benefits.

  • Main Responsibilities:
  • Analyzing and delivering comprehensive financial research on products and investments using company-approved tools.
  • Preparing and delivering bespoke investment reports to clients through portfolio analysis and benchmark comparison.
  • Developing complex financial planning reports in multiple areas.
  • Participating in firm research projects as required.

Requirements:

  • Diploma in Financial Planning or equivalent qualification.
  • Demonstration of knowledge and experience in personal financial planning and report writing.
  • Experience in an Independent Financial Advisory environment with strong communication skills.
  • Aptitude in Microsoft Office and analytical tools.

Salary and Benefits:

  • Estimated annual salary: £35,000 - £45,000.
  • Contributory pension scheme with Royal London and death-in-service benefit.
  • Discretionary annual bonus following completion of a year's service.
  • Ongoing professional development opportunities.
  • Shopping discounts with various retailers.

We offer a supportive and dynamic work environment where you can develop your skills and career. Join our team of experienced professionals who share a passion for providing exceptional client service.



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