Pension Planning Specialist
3 days ago
We are looking for a skilled and experienced Paraplanner to join our team at Lime People Search & Select Ltd in Sheffield. This is an excellent opportunity for a career-driven professional to work in a Financial Advisory firm.
Role OverviewThe successful candidate will be responsible for conducting financial research and analysis using industry-standard tools, preparing comprehensive financial reports, and ensuring accuracy and attention to detail.
- Conducting comprehensive financial research and analysis using advanced tools
- Preparing detailed financial reports with precision and accuracy
- Verifying information to ensure its validity and accuracy
- Liaising with the admin team to gather necessary information and collaborate on projects
- Using Intelliflo's back office system for effective client management
- Providing expert recommendations on various investment vehicles
- Challenging adviser notes and proposal recommendations
- Communicating with the compliance team regarding concerns about advice suitability
To be successful in this role, you will need a proven track record in Paraplanning, strong skills in Pensions and Retirement Planning, and knowledge of UK Pension products and regulations. A strong background in Pensions and Retirement Planning, specifically with experience in conducting thorough financial research and analysis, preparing comprehensive financial reports, and reviewing and verifying information for accuracy, is essential.
Salary RangeThe estimated annual salary for this position is £38,000 - £58,000, based on your experience and qualifications.
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Pension Planning Specialist
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