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 Paraplanner giving administrative support to our Financial Advisers. Any financial background would be advantageous but not essential as training will be provided. 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.
• Composition and arrangement of client letters and statutory information.
• 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:
• Communication and Teamworking: Excellent communication and analytical skills are imperative.
• Having a client centric mindset and strong team skills are essential and prior experience in a client facing or liaising role is desirable.
• Organisational Skills: Managing financial records requires precision to ensure accuracy and compliance.
• Time Management & Adaptability: Ability to work on your initiative to organise and prioritise workloads to meet deadlines and maintain accuracy is essential.
• Desire to work towards a level 4 Diploma in Financial Planning if not already held.
• Whilst educated to degree level would be preferable, candidates with previous experience in the financial sector would be considered.

Please refer to Our Ethics page to ensure you share our Company values of honesty and integrity.(Click here)

This is a full-time position based at our Helston office; however, part time applicants would be considered. The position offers a competitive salary and opportunities for potential progression within a growing company.

Salary: £28,600 to £44,850 (pro rata for part time) dependent upon experience.

Start Date: Quarter 2 2026

Job Type: Full time/Part time permanent

Working Pattern:
8 hours per day with a 45 minute lunch break (Full time)
Monday to Friday

Benefits:
25 Days holiday (plus Bank Holidays)
Company Pension
Private Health Care Scheme
Buy or sell up to 5 days holiday each year
Flexible working hours during the day

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 Paraplanner giving administrative support to our Financial Advisers. Any financial background would be advantageous but not essential as training will be provided. 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.
• Composition and arrangement of client letters and statutory information.
• 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:
• Communication and Teamworking: Excellent communication and analytical skills are imperative.
• Having a client centric mindset and strong team skills are essential and prior experience in a client facing or liaising role is desirable.
• Organisational Skills: Managing financial records requires precision to ensure accuracy and compliance.
• Time Management & Adaptability: Ability to work on your initiative to organise and prioritise workloads to meet deadlines and maintain accuracy is essential.
• Desire to work towards a level 4 Diploma in Financial Planning if not already held.
• Whilst educated to degree level would be preferable, candidates with previous experience in the financial sector would be considered.

Please refer to Our Ethics page to ensure you share our Company values of honesty and integrity.(Click here)

This is a full-time position based at our Barnstaple office; however, part time applicants would be considered. The position offers a competitive salary and opportunities for potential progression within a growing company.

Salary: £28,600 to £44,850 (pro rata for part time) dependent upon experience.

Start Date: Quarter 3 2026

Job Type: Full time/Part time permanent

Working Pattern:
8 hours per day with a 45 minute lunch break (Full time)
Monday to Friday

Benefits:
25 Days holiday (plus Bank Holidays)
Company Pension
Private Health Care Scheme
Buy or sell up to 5 days holiday each year
Flexible working hours during the day

AFWM Limited are Independent Financial Advisers with offices based in Cornwall, Devon, Dorset and Greater London. This is an exciting opportunity for a self-motivated, precise and numerate individual to join our company as a Financial Adviser to manage, service and develop an existing portfolio of clients. Being a financial adviser 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.

The role would comprise largely of:
• Provide regulated financial advice to a portfolio of clients, conducting reviews to identify their personal and financial needs to deliver a consistent independent financial planning service and advise on a full range of products.
• Be a trusted adviser providing holistic financial advice and supporting clients through key life events.
• Deliver needs-based solutions through effective communication.
• Develop and build a pipeline of clients to expand the existing portfolio.

Required qualities and qualifications:
• Hold a role relevant Level 4 Diploma in Regulated Financial Planning or about to achieve this status.
• Whilst educated to degree level would be preferable, candidates with previous experience in the financial sector would be considered.
• Excellent communication and analytical skills are imperative. Having a client centric mindset and strong team skills are essential.
• Managing financial records requires precision to ensure accuracy and compliance.
• Ability to work on your initiative to organise and prioritise workloads to meet deadlines and maintain accuracy is essential.

Please refer to Our Ethics page to ensure you share our Company values of honesty and integrity.(Click here)

This is a full-time position based in West Cornwall: however, part time applicants would be considered. The position offers a competitive salary and opportunities for potential progression within a growing company.

Salary: £48,140 plus attractive bonus

Start Date: Quarter 2 2026

Job Type: Full time/Part time permanent

Working Pattern:
8 hours per day with a 45 minute lunch break. (Full time)
Monday to Friday

Benefits:
25 Days holiday (plus Bank Holidays)
Company Pension
Private Health Care Scheme
Buy or sell up to 5 days holiday each year
Flexible working hours during the day

AFWM Limited is an established firm of Independent Financial Advisers with offices covering Cornwall, Devon, Dorset and Greater London.

We are looking for a self motivated and numerate individual to join our team as a Client Administrator/Paraplanner, to provide comprehensive support to our Financial Advisers.

Prior experience in a similar role is desirable but not essential for the right candidate as full training will be provided. Strong literacy and numeracy skills, along with a detailed orientated mindset is essential.

The successful candidate will be highly organised and methodical, demonstrating meticulous attention to detail and the ability to work independently and use their own initiative. Excellent communication skills and a professional telephone manner are essential, along with a strong respect for the confidential nature of the work.

We offer three levels within our Administration, Paraplanner career pathways: Assistant, Senior and Executive. This structure reflects our commitment to supporting professional growth by providing a clear, motivating and genuinely progressive career path. Our Client Administrators and Paraplanners are at the heart of our business, playing a pivotal role in delivering an exceptional client experience.

The role would comprise largely of the following:
• Composition and arrangement of client correspondence in support of our Financial Advisers.
• Dealing with administration issues with Financial Services companies.
• Dealing with client business and processing in line with our procedures.
• Booking and arrangement of client appointments.
• Processing and administration of daily correspondence.
• Being the first point of phone contact for incoming client calls.
• Being front of house for the Sherborne office to meet and greet any visitor to the office.

Key Responsibilities:
• Client Liaison: Communicating with clients to arrange client meetings, provide updates and gather any necessary information as required.
• Documentation Management: Preparing, organising and maintaining client records and financial documents.
• New Business Processing: Handling of paperwork related to client investments, pension and insurance products.
• Diary Management: Booking and coordinating meetings between clients and advisers.
• Compliance Support: Ensuring that all documents meet with our compliance checks and regulatory needs.
• Team Assistance: Assisting Financial Advisers and colleagues with various tasks from initial client onboarding to follow up/completion of tasks.

Required Skills and Qualifications:
• Attention to Detail: Managing financial records requires precision to ensure accuracy and compliance.
• Communication Skills: Being able to clearly communicate with clients and team members is essential.
• Organisational Skills: Strong organisational skills are necessary to manage multiple tasks, with the ability to prioritise tasks and workloads to meet deadlines.
• Customer Service Experience: Prior experience in a client facing or liaising role.
• Time Management & Adaptability: Able to work on your initiative and to organise your daily tasks effectively.
• Candidates should hold good GCSE or equivalent in English and Mathematics. For those candidates not holding a Paraplanning qualifications and wanting to pursue this role further we are happy to support those who are committed to progressing and completing their exams.
• Previous experience in a financial services environment would be advantageous but not essential.

At AFWM Ltd, our ethics and ethos are central to everything we do. As an applicant, we kindly ask you to review our website to ensure our values align with your own. (Click here)

This is a full-time office-based role at our Sherborne office with a competitive salary with positive opportunities for potential progression in the Financial Services industry if desired.

Salary range: dependant on experience/qualifications and the pathway you wish to follow which will be discussed at interview.

Start Date: 20 April 2026

Role Basis:
Full-time, Permanent, Office based

Working Pattern:
8 hours per day with a 45 minute lunch break.
Monday to Friday

Benefits:
Company Pension
Private Health Care Scheme
25 Days holiday plus Bank Holidays
Buy or sell up to 5 days holiday per year