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Ref: 673
Role: Senior Paraplanner
Salary: £35,000 - £37,000
Location: Sheffield
Full time office based.
What we can offer:
- Potential participation in Bonus Scheme
- Generous 8% non-contributory pension scheme
- City Centre Parking Provided
- Hybrid working options
- Opportunity for professional development and career growth
Job Summary:
Glu Recruit are seeking an experienced, career-long paraplanner. The ideal candidate will have a strong background in pensions and retirement planning, with a focus on helping individuals achieve a comfortable lifestyle in retirement.
Main responsibilities:
- Conduct thorough financial research and analysis using tools such as Selectapension and FE Analytics
- Prepare comprehensive financial reports using Genovo report writing software
- Review and verify information provided by admin staff for accuracy and completeness
- Liaise with admin team to gather missing information and assist with business submissions when necessary
- Utilize Intelliflo back office system for client management and record-keeping
- Analyse and provide recommendations for various investment vehicles, including ISAs and general investment accounts
- Challenge advisers on file notes or recommendation proposals that appear unsuitable
- Communicate with the compliance team regarding any concerns about advice suitability
Required Skills and Experience:
- Proven track record as a paraplanner in the financial services industry, with a focus on pensions and retirement planning
- Extensive knowledge of UK pension regulations and products
- Proficiency in using Intelliflo, Selectapension, FE Analytics, and Genovo software
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities
- Attention to detail and ability to work independently
- Understanding of compliance requirements in financial services
Desirable Qualifications:
- Relevant financial planning qualifications (e.g., Diploma in Regulated Financial Planning) – how experience is preferred and will pay for examination material and initial exams.
Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.
Glu Recruit LTD ensure that all qualified applicants are considered for employment in the role that they have applied for, and any other suitable opportunity that we advertise without regard to age, belief, colour, ethnic/national origin, gender identity, race, religion, sex, sexual orientation or based on disability. If you require any additional support to apply for this role, or any other role that we advertise please contact us directly for assistance.
