Job Description
Paraplanner
AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary.
Responsibilities:
1. Assist financial advisors in preparing for client meetings.
2. Gather and analyze financial data from clients.
3. Prepare financial reports and recommendations.
4. Maintain client records and ensure compliance with regulations.
Minimum Requirements:
1. Relevant qualifications in finance or related field.
2. Strong analytical and organizational skills.
3. Excellent communication and interpersonal skills.
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