Financial Paraplanner Specialist

1 day ago


Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full time
Job Title: Financial Paraplanner

We are seeking a highly skilled Financial Paraplanner to join our team at Lime People Search & Select Ltd. As a Financial Paraplanner, you will play a crucial role in supporting our financial advisors in providing expert advice to clients.

Key Responsibilities:
  • Conduct thorough financial research and analysis using industry-standard tools and software.
  • Prepare comprehensive financial reports using advanced report writing software.
  • Review and verify information provided by administrative staff for accuracy and completeness.
  • Liaise with the administrative team to gather missing information and assist with business submissions when necessary.
  • Utilize our back-office system for client management and record-keeping.
  • Analyze and provide recommendations for various investment vehicles, including ISAs and general investment accounts.
  • Challenging advisers on file notes or recommendation proposals that appear unsuitable.
  • Communicate with the compliance team regarding any concerns about advice suitability.
Requirements:
  • A proven track record within Paraplanning with strong skills in Pensions and Retirement Planning.
  • Strong knowledge of UK Pension products and regulations.
  • Hold any relevant qualifications within the Financial Advice sector.
What We Offer:
  • Competitive salary range of £35,000 per annum.
  • Potential participation in Bonus Scheme.
  • Generous 8% non-contributory pension scheme.
  • City Centre Parking Provided.
  • Hybrid working options.
  • Opportunity for professional development and career growth.


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