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Senior Paraplanner

2 months ago

Sheffield, Sheffield, United Kingdom Reward Recruitment Full time
Senior Paraplanner Opportunity

Reward Recruitment is seeking an experienced Paraplanner to join their team, focusing on pensions and retirement planning. The ideal candidate will have a strong background in financial research and analysis, with expertise in tools such as Selectapension and FE Analytics.

Key Responsibilities:
  1. Conduct thorough financial research and analysis to support financial planning and advice.
  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 administration team to gather missing information and assist with business submissions.
  5. Utilise 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.
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.

Reward Recruitment is a professional and well-established client, offering a supportive and dynamic work environment. If you are an experienced Paraplanner with a passion for retirement planning and a commitment to providing high-quality financial advice, we encourage you to apply for this position.