Job Opportunities

AFWM Limited are Independent Financial Advisers with offices based in Cornwall, Devon, Dorset and Greater London. We are looking to appoint a self-motivated, precise and numerate individual to join our company as a Research Assistant/Paraplanner giving administrative support to our Financial Advisers. Any financial background would be advantageous but not essential. Being a paraplanner is both professionally rewarding and challenging due to the requirement for precision, analytical skills and continuous development in the ever-evolving financial landscape.

The successful candidate should be highly organised and methodical, show meticulous attention to detail and possess the ability to work independently. Effective communication skills, analytical thinking and adaptability are essential together with respect for the confidential nature of the work.

AFWM Limited offers a real and genuine career path for those wanting to progress within the financial services sector and the ability to achieve widely recognised qualifications and certifications.

The role would comprise largely of:

• Dealing with any administration issues with Financial Service Companies
• Compilation and arrangement of client letters and statutory information, but not composition
• Dealing with client business in line with administration functions given in the Company Advice Process
• Online switching of client funds and Administration of insurance, investment and pension contracts
• Research of products and funds and composition of appropriate research reports
• Provision of information to clients but NOT advice

Required qualities and qualifications:

• You should have good time-management, be adaptable and able to use your own initiative and ability to prioritise tasks and workload to meet deadlines.
• Good data entry and computer-based record-keeping skills.
• Excellent customer service skills with the ability to build effective working relationships, using tact and diplomacy when speaking with others.
• Able to organise and prioritise own work and be responsible and accountable for quality and accuracy of own work.
• Whilst educated to degree level would be preferable, candidates with previous experience in the financial sector would be considered.

Ideally this would be full-time position based at our Barnstaple or Chudleigh offices, however part time applicants would be considered. The position offers a competitive salary and opportunities for potential progression within a growing company.

Salary: £30,032 to £42,080 (pro rata for part time) dependent upon experience.

Start Date: As soon as possible
Job Type: Full time/Part time permanent

Working Pattern: 8 hours per day with a 45 minute lunch break.
Monday to Friday
25 Days holiday
Benefits:
Company Pension
Private Health Care Scheme
Buy or sell up to 5 days holiday each year
Potential company bonus
Flexible working hours during the day

The closing date for applications is 27th January 2025