Financial Paraplanner
2 months ago
{"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.
"}
-
Financial Paraplanner Specialist
1 month ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeJob Title: Financial ParaplannerJoin our team at Lime People Search & Select Ltd as a Financial Paraplanner, where you will play a crucial role in providing high-quality financial advice to our clients.About the Role:We are seeking a skilled and experienced Financial Paraplanner to join our team in Sheffield. As a Financial Paraplanner, you will be...
-
Financial Paraplanner Specialist
1 month ago
Sheffield, Sheffield, United Kingdom Glu Recruit Full timeJob Title: Financial ParaplannerGlu Recruit is seeking an experienced paraplanner to join our team. As a key member of our financial services team, you will play a crucial role in helping individuals achieve a comfortable lifestyle in retirement.Key Responsibilities:Conduct thorough financial research and analysis using industry-leading tools such as...
-
Financial Paraplanner Specialist
1 month ago
Sheffield, Sheffield, United Kingdom Glu Recruit Full timeJob Title: Financial ParaplannerGlu Recruit is seeking an experienced paraplanner to join our team. As a key member of our financial services team, you will play a crucial role in helping individuals achieve a comfortable lifestyle in retirement.Key Responsibilities:Conduct thorough financial research and analysis using industry-leading tools such as...
-
Financial Paraplanner Specialist
4 weeks ago
Sheffield, Sheffield, United Kingdom Glu Recruit Full timeJob 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...
-
Trainee Paraplanner
3 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeJob DescriptionAbout Our ClientNJR Recruitment are working with a leading Independent Financial Advisory Firm based in Sheffield.This is a fantastic opportunity for a Trainee Paraplanner to join a dynamic team and further their career in financial planning.The successful candidate will have the opportunity to work with a personalised development plan and...
-
Financial Planning Specialist
3 weeks ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full time £45,000Job Summary: Clayton Davies is seeking an experienced Paraplanner to support our Financial Advisers in providing high-quality advice to clients. Main Responsibilities:Undertake thorough research to gather relevant information for clients, enabling our Advisers to recommend suitable solutions that meet their needs and objectives.Prepare suitability reports...
-
Financial Planning Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK | Certified B Corp is seeking a skilled Financial Planning Administrator to join their team in Sheffield. As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Paraplanners.Key responsibilities include:Providing...
-
Financial Planning Support Specialist
3 weeks ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full timeJob DescriptionSouth Yorkshire (Remote based with expectation of being in the office twice per month)£45,000 + BenefitsJob Description:At Clayton Davies, we are seeking an experienced Paraplanner to support our Financial Advisers in providing exceptional wealth management services.The role will involve taking responsibility for the following;Conducting...
-
Financial Planning Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeExciting Opportunity at Recruit UK | Certified B CorpWe are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Recruit UK | Certified B Corp in Sheffield. As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service administration and supporting our growing...
-
Financial Planning Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeExciting Opportunity at Recruit UK | Certified B CorpWe are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Recruit UK | Certified B Corp in Sheffield. As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service administration and supporting our growing...
-
Financial Planning Administrator Role
3 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator RoleRecruit UK | Certified B Corp™ is working with a leading Financial Planning and Private Client Investment Management company based in Sheffield to find a talented Financial Planning Administrator. This is an excellent opportunity to join a dynamic team and contribute to the success of a company with £1bn of assets...
-
Sheffield, Sheffield, United Kingdom NJR Recruitment Careers Full timeAbout NJR Recruitment CareersWe are working with a regional Independent Financial Advisory Firm seeking a Trainee Paraplanner to join their team in Sheffield.This is a fantastic opportunity for someone wanting to further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would...
-
Financial Planning Assistant
3 weeks ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full time £45,000Job Title: Financial Planning AssistantJob Summary: We are seeking a skilled Financial Planning Assistant to support our Financial Advisers in providing high-quality advice to clients.Key Responsibilities:Undertake research to support recommendations, ensuring accuracy and relevance.Prepare suitability reports and letters for Financial Advisers.Ensure...
-
Financial Planning Administrator
1 month ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeJoin a Leading Financial Planning and Private Client Investment Management CompanyRecruit UK | Certified B Corp is working with a prestigious financial planning and private client investment management company in Sheffield to find a talented Financial Planning Administrator to join their team.This is an excellent opportunity for a motivated and organized...
-
Financial Planning Assistant
6 days ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeJob DescriptionAbout Our ClientNJR Recruitment are working with a reputable Independent Financial Advisory Firm seeking a skilled Trainee Paraplanner to join their Sheffield team.This is an excellent opportunity for a career-driven individual to develop their skills with a leading Financial Planning practice.Key Responsibilities:Support experienced Financial...
-
Financial Planning Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeExciting Opportunity at Recruit UK | Certified B CorpWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Recruit UK | Certified B Corp in Sheffield.As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service and administrative support to our...
-
Financial Planning Administrator
1 month ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator OpportunityRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator.This is an excellent opportunity to join a dynamic team and contribute to the growth of a successful company.About the RoleAs a Financial Planning...
-
Financial Planning Administrator
1 month ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator OpportunityRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator.This is an excellent opportunity to join a dynamic team and contribute to the growth of a successful company.About the RoleAs a Financial Planning...
-
Financial Planning Administrator Position
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeAre you looking for a challenging and rewarding role in the financial services industry? Recruit UK | Certified B Corp™ is pleased to be working with a leading Financial Planning and Private Client Investment Management company based in Sheffield on a Financial Planning Administrator position.This is an excellent opportunity to join a dynamic and...
-
Financial Planning Administrator Role
3 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator RoleAt Recruit UK, we are working with a leading Financial Planning and Private Client Investment Management company based in Sheffield on a Financial Planning Administrator role.This is an excellent opportunity for a skilled individual to join their team and contribute to their success.Key Responsibilities:Participate in all...