Pensions and Investment Paraplanner

3 weeks ago


Sheffield, Sheffield, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

TEMPLEGATE RECRUITMENT LIMITED
Specialists in Financial Services Recruitment

Position:
Paraplanner

Location:
Sheffield

Compensation:
£35,000 to £37,000 with additional quarterly bonuses

Perks:
Competitive salary structure
Participation in a Bonus Scheme
Generous 8% non-contributory pension plan
City Centre Parking Available
Hybrid working arrangements
Opportunities for professional growth and development

Company Overview:
Our client, a reputable firm in Sheffield, is on the lookout for a seasoned paraplanner to enhance their financial services team. The successful candidate will possess a robust background in pensions and retirement planning, focusing on assisting clients in achieving a secure and comfortable retirement lifestyle.

Key Responsibilities:
1. Conduct in-depth financial research and analysis utilizing tools such as Selectapension and FE Analytics.
2. Prepare detailed financial reports through Genovo report writing software.
3. Verify and review information provided by administrative staff for accuracy and completeness.
4. Collaborate with the administrative team to gather any missing information and support business submissions as needed.
5. Utilize the Intelliflo back office system for effective client management and record-keeping.
6. Analyze and recommend various investment options, including ISAs and general investment accounts.
7. Challenge advisers on file notes or recommendation proposals that may not be suitable.
8. Communicate with the compliance team regarding any concerns related to advice suitability.

Candidate Requirements:
Experience:
A minimum of 2-3 years in a paraplanning or related role within the financial services sector.

Qualifications:
Relevant financial planning qualifications (e.g., Diploma in Regulated Financial Planning or equivalent) are preferred.

Skills:
1. Strong analytical and numerical capabilities.
2. Excellent written and verbal communication skills.
3. Proficiency in financial planning software and tools.

Attention to Detail:
A high level of accuracy and meticulousness in all work aspects.

Team Collaboration:
A cooperative mindset with the ability to work effectively within a team.

We encourage you to consider this opportunity. If your profile aligns with the requirements, one of our specialist consultants will reach out to discuss the role in detail before proceeding with your application.

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