Senior Paraplanner

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 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.