Financial Paraplanner Specialist

4 weeks ago

Sheffield, Sheffield, United Kingdom Glu Recruit Full time
Job Title: Financial Paraplanner

Glu 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:
  1. Conduct thorough financial research and analysis using industry-leading tools such as Selectapension and FE Analytics.
  2. Prepare comprehensive financial reports using Genovo report writing software.
  3. Review and verify information provided by admin staff for accuracy and completeness.
  4. Liaise with the admin team to gather missing information and assist with business submissions when necessary.
  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.
Requirements:
  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) - experience is preferred and we will pay for examination material and initial exams.

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