Wealth Management Professional

2 days ago


Aston Fields, United Kingdom AFH Wealth Management Full time
Company Overview

AFH Wealth Management is a leading independent financial advisory and wealth management firm in the UK, committed to delivering exceptional services to its clients.

Salary and Benefits

The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience. Our competitive benefits package includes hybrid working, pension scheme, and opportunities for career growth.

Job Description

We are seeking a skilled Paraplanner to join our team, responsible for supporting financial planners in preparing and presenting complex financial plans to clients. This is a full-time, permanent opportunity with a competitive salary and benefits package.

Required Skills and Qualifications
  • Degree in finance, accounting, or a related field
  • Excellent communication and analytical skills
  • Proficiency in Microsoft Office and financial planning software
Benefits

As a Paraplanner at AFH Wealth Management, you will enjoy a range of benefits, including:

  • Hybrid working arrangement
  • Pension scheme with employer contributions
  • Ongoing training and development opportunities


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