Ref: 673
Role: Senior Paraplanner
Salary: £35,000 - £37,000
Location: Sheffield
Full time office based.
What we can offer:
* 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
Job Summary:
Glu Recruit are seeking an experienced, career-long paraplanner. 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.
Main responsibilities:
* Conduct thorough financial research and analysis using tools such as Selectapension and FE Analytics
* Prepare comprehensive financial reports using Genovo report writing software
* Review and verify information provided by admin staff for accuracy and completeness
* Liaise with admin team to gather missing information and assist with business submissions when necessary
* Utilize Intelliflo back office system for client management and record-keeping
* Analyse and provide recommendations for various investment vehicles, including ISAs and general investment accounts
* Challenge advisers on file notes or recommendation proposals that appear unsuitable
* Communicate with the compliance team regarding any concerns about advice suitability
Required Skills and Experience:
* Proven track record as a paraplanner in the financial ser...