Financial Paraplanner

2 months ago


Sheffield, Sheffield, United Kingdom Glu Recruit Full time

{"Job Title": "Financial Paraplanner", "Job Summary": "Glu Recruit is seeking an experienced paraplanner to join our team. 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.", "Key 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

", "Requirements": "

* 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.

"}



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