Pension Administration Professional

3 days ago


Birmingham, Birmingham, United Kingdom AFH Wealth Management Full time
About Us: With over 30 years of experience and more than 200 accredited advisers nationwide, AFH Wealth Management has established itself as one of the UK's leading independent financial advisory firms. We pride ourselves on helping our clients achieve their financial goals through expert guidance and personalized service.

Role Summary: We are currently seeking a highly skilled Paraplanner to join our team. This individual will be responsible for conducting comprehensive financial research, preparing bespoke investment reports, and participating in firm research projects. If you are a motivated and detail-oriented professional with a passion for finance, we encourage you to apply.

Key Responsibilities:
  1. • Deliver accurate and thorough research, calculations, New Business Investment Reports, and FPRs to advisers.
       • Contribute to technical and regulatory development of advisers and/or staff on a specific case basis.
       • Contribute to technical and regulatory development of Trainee Advice Technicians.

Requirements: To succeed in this role, you will need to have a Diploma in Financial Planning and experience in an IFA environment. You should also possess excellent communication and analytical skills, as well as the ability to work under pressure and meet deadlines.

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