Investment Researcher

3 days ago


Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

**Job Description:**

As a Paraplanner at AFH Wealth Management, you will play a key role in supporting our advisers and clients by delivering comprehensive financial research, preparing bespoke investment reports, and contributing to technical and regulatory development.

You will be responsible for participating in firm research projects, adhering to set deadlines, and demonstrating strong report-writing skills.

  1. Prepare and deliver comprehensive financial research, within set SLAs, on products and investments using company-approved research tools.
  2. Prepare and deliver bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks.
  3. Participate in firm research projects, adhering to set deadlines, as and if required.

**Required Skills and Qualifications:**

  1. Diploma in Financial Planning.
  2. Demonstration of knowledge, interest, and experience in personal financial planning and in the construction of financial planning research and suitability reports.
  3. Experience in an IFA environment, demonstrating quality communications of constructive feedback.
  4. An ability to demonstrate strong report-writing skills.
  5. Aptitude in Microsoft Office.

**Benefits and Perks at AFH:**

  1. Flexible working & holidays: Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.

With over 200 accredited advisers nationwide, AFH is one of the UK's leading independent financial advisory firms. We are committed to helping our employees reach their potential by offering tailored learning and development programmes to pursue their career goals.



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