Senior Financial Planning Specialist
1 month ago
Lime People Search & Select Ltd is seeking a highly skilled Senior Paraplanner to join our team in Sheffield. As a key member of our Paraplanning team, you will play a crucial role in providing exceptional financial advice to our clients.
Key Responsibilities:- Conduct in-depth financial research and analysis using industry-leading tools such as Selectapension and FE Analytics.
- Prepare comprehensive financial reports using Genovo report writing software, ensuring accuracy and attention to detail.
- Review and verify information provided by administrative staff, ensuring its completeness and accuracy.
- Liaise with the administrative team to gather missing information and assist with business submissions as needed.
- Utilize Intelliflo's back-office system for client management and record-keeping, maintaining high levels of organization and efficiency.
- Analyze and provide recommendations for various investment vehicles, including ISAs and general investment accounts, ensuring suitability and alignment with client goals.
- Challenging advisers on file notes or recommendation proposals that appear unsuitable, upholding the highest standards of financial advice.
- Communicate with the compliance team regarding any concerns about advice suitability, ensuring seamless collaboration and adherence to regulatory requirements.
- A proven track record in Paraplanning, with a strong background in Pensions and Retirement Planning.
- Excellent knowledge of UK Pension products and regulations, with a keen understanding of industry developments.
- Proficiency in using systems such as Intelliflo, FE Analytics, and Genovo, with strong organizational and communication skills.
- Strong analytical and problem-solving skills, with the ability to work effectively in a fast-paced environment.
- Able to work effectively in a hybrid setting, with a strong ability to communicate and collaborate with colleagues remotely.
- Competitive salary range of £35,000 - £37,000 per annum.
- Potential participation in a bonus scheme, recognizing outstanding performance and contributions.
- Generous 8% non-contributory pension scheme, providing a secure financial future.
- City Centre parking provided, making commuting convenient and stress-free.
- Hybrid working options, allowing for a healthy work-life balance and flexibility.
- Opportunities for professional development and career growth, supporting your long-term goals and aspirations.
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