Paraplanner

Glu Recruit; Sheffield; On-site; GBP 30,000 - 45,000; Full time

Job summary

Glu Recruit seeks an experienced paraplanner to support financial advisors in pension and retirement planning. This role involves conducting thorough financial research, preparing reports, and liaising with administrative teams. The ideal candidate will have a strong understanding of UK pension regulations and financial planning qualifications.

Benefits

Potential participation in Bonus Scheme

Generous 8% non-contributory pension scheme

City Centre Parking Provided

Potential future hybrid working options

Opportunity for professional development and career growth

Qualifications

• Proven paraplanning experience in financial services, focusing on pensions.
• Extensive knowledge of UK pension regulations.
• Strong communication and analytical skills with attention to detail.

Responsibilities

• Conduct financial research and analysis using Selectapension and FE Analytics.
• Prepare financial reports with Genovo software.
• Review information provided by admin staff for accuracy.

Skills

Analytical skills

Problem-solving

Communication

Attention to detail

Education

Diploma in Regulated Financial Planning

Tools

Intelliflo

Selectapension

FE Analytics

Genovo

Job description

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Location: Sheffield

Working pattern: Full time office based

Additional benefits:

• Potential participation in Bonus Scheme
• Generous 8% non-contributory pension scheme
• City Centre Parking Provided
• Potential future 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 services industry, with a focus on pensions and retirement planning
• Extensive knowledge of UK pension regulations and products
• Proficiency in using Intelliflo, Selectapension, FE Analytics, and Genovo software
• Strong analytical and problem-solving skills
• Excellent written and verbal communication abilities
• Attention to detail and ability to work independently
• Understanding of compliance requirements in financial services

Desirable Qualifications:

• Relevant financial planning qualifications (e.g., Diploma in Regulated Financial Planning) – how experience is preferred and will pay for examination material and initial exams.