Lime People Search & Select Ltd
Senior Paraplanner
Job Location
Heeley, United Kingdom
Job Description
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
We are urgently seeking a career orientated Paraplanner to join the exisiting Paraplanning teams in Sheffield. You will have a strong background within Pensions and Retirement Planning, specifically you;ll be responsible for:
* Conducting thorough financial research and analysis using tools such as Selectapension and FE Analytics
* Preparing comprehensive financial reports using Genovo report writing software
* Reviewing and verify information provided by admin staff for accuracy and completeness
* Liaising with admin team to gather missing information and assist with business submissions when necessary
* Utilising Intelliflo back office system for client management and record-keeping
* Analysing and provide recommendations for various investment vehicles, including ISAs and general investment accounts
* Challenging advisers on file notes or recommendation proposals that appear unsuitable
* Communicating with the compliance team regarding any concerns about advice suitability
You will have a proven track record within Paraplanning and be able to demonstrate strong skills within Pensions and Retirement Planning and will have strong knowledge of UK Pension products and regulations. You will be proficient in using systems such as Intelliflow, FE Analytics and Genovo, coupled with strong organisational and communications skills. It would be to your advantage if you do hold any qualifications within the Financial Advice sector. This role has the opportunity for Hybrid working with some time also spent in the Sheffield offices, and the candidate will have to demonstrate that they can work effectively at home and also within the office.
Company Benefits:
1. Competitive salary range of £35,000 - £37,000 per annum
2. Potential participation in Bonus Scheme
3. Generous 8% non-contributory pension scheme
4. City Centre Parking Provided
5. Hybrid working options
6. Opportunity for professional development and career growth
Location: Heeley, GB
Posted Date: 9/27/2024
We are urgently seeking a career orientated Paraplanner to join the exisiting Paraplanning teams in Sheffield. You will have a strong background within Pensions and Retirement Planning, specifically you;ll be responsible for:
* Conducting thorough financial research and analysis using tools such as Selectapension and FE Analytics
* Preparing comprehensive financial reports using Genovo report writing software
* Reviewing and verify information provided by admin staff for accuracy and completeness
* Liaising with admin team to gather missing information and assist with business submissions when necessary
* Utilising Intelliflo back office system for client management and record-keeping
* Analysing and provide recommendations for various investment vehicles, including ISAs and general investment accounts
* Challenging advisers on file notes or recommendation proposals that appear unsuitable
* Communicating with the compliance team regarding any concerns about advice suitability
You will have a proven track record within Paraplanning and be able to demonstrate strong skills within Pensions and Retirement Planning and will have strong knowledge of UK Pension products and regulations. You will be proficient in using systems such as Intelliflow, FE Analytics and Genovo, coupled with strong organisational and communications skills. It would be to your advantage if you do hold any qualifications within the Financial Advice sector. This role has the opportunity for Hybrid working with some time also spent in the Sheffield offices, and the candidate will have to demonstrate that they can work effectively at home and also within the office.
Company Benefits:
1. Competitive salary range of £35,000 - £37,000 per annum
2. Potential participation in Bonus Scheme
3. Generous 8% non-contributory pension scheme
4. City Centre Parking Provided
5. Hybrid working options
6. Opportunity for professional development and career growth
Location: Heeley, GB
Posted Date: 9/27/2024
Contact Information
| Contact | Human Resources Lime People Search & Select Ltd |
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