Senior Paraplanner

6 days ago

Sheffield, Sheffield, United Kingdom Reward Recruitment Full time
Paraplanner Job Description

At Reward Recruitment, we are seeking an experienced Paraplanner to support our team in providing high-quality financial advice to our clients. 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:
  1. Conduct thorough financial research and analysis using industry-standard tools and software.
  2. Prepare comprehensive financial reports and recommendations for clients.
  3. Review and verify information provided by administrative staff for accuracy and completeness.
  4. Liaise with the administration team to gather missing information and assist with business submissions.
  5. Utilize Intelliflo back office system for client management and record-keeping.
  6. Analyse and provide recommendations for various investment vehicles, including ISAs and general investment accounts.
  7. Challenge advisers on file notes or recommendation proposals that appear unsuitable.
  8. Communicate with the compliance team regarding any concerns about advice suitability.
Required Skills and Experience:
  1. Proven track record as a Paraplanner in the financial services industry, with a focus on pensions and retirement planning.
  2. Extensive knowledge of UK pension regulations and products.
  3. Proficiency in using Intelliflo, Selectapension, FE Analytics, and Genovo software.
  4. Strong analytical and problem-solving skills.
  5. Excellent written and verbal communication abilities.
  6. Attention to detail and ability to work independently.
  7. Understanding of compliance requirements in financial services.
Desirable Qualifications:
  1. Relevant financial planning qualifications (e.g., Diploma in Regulated Financial Planning).
Working Arrangements:

This role offers the opportunity for hybrid working, with some time required in our Sheffield office. The successful candidate will need to demonstrate their ability to work effectively both remotely and in-office.

Company Benefits:
  1. Competitive salary range of £35,000 - £40,000 per annum, subject to experience.
  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.

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