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For Companies At a Glance
- Tasks: Join our team to conduct financial research and prepare detailed reports.
- Company: We're a leading Independent Financial Advisory firm in Sheffield, specializing in Pensions and Retirement Planning.
- Benefits: Enjoy a career-oriented environment with opportunities for growth and development.
- Why this job: Make a real impact by helping clients secure their financial futures while working in a supportive team.
- Qualifications: Proven experience in Paraplanning with strong knowledge of UK Pension products and regulations required.
- Other info: This role is perfect for those passionate about finance and looking to advance their career.
The predicted salary is between 36000 - 60000 £ per year.
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services. We are urgently seeking a career orientated Paraplanner to join the exisiting Paraplanning teams in Sheffield. You will have a strong background within Pensions and Retirement Planning, specifically you;ll be responsible for: * Conducting thorough financial research and analysis using tools such as Selectapension and FE Analytics * Preparing comprehensive financial reports using Genovo report writing software * Reviewing and verify information provided by admin staff for accuracy and completeness * Liaising with admin team to gather missing information and assist with business submissions when necessary * Utilising Intelliflo back office system for client management and record-keeping * Analysing and provide recommendations for various investment vehicles, including ISAs and general investment accounts * Challenging advisers on file notes or recommendation proposals that appear unsuitable * Communicating with the compliance team regarding any concerns about advice suitability You will have a proven track record within Paraplanning and be able to demonstrate strong skills within Pensions and Retirement Planning and will have strong knowledge of UK Pension products and regulations. You will be profic…
Senior Paraplanner employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Familiarize yourself with the specific tools mentioned in the job description, like Selectapension and FE Analytics. Having hands-on experience or even a basic understanding of these tools can set you apart during the interview process.
✨Tip Number 2
Brush up on your knowledge of UK Pension products and regulations. Being able to discuss recent changes or trends in the industry will show that you're proactive and well-informed.
✨Tip Number 3
Prepare to discuss your previous experiences in Paraplanning, especially any challenges you've faced and how you overcame them. This will demonstrate your problem-solving skills and ability to work under pressure.
✨Tip Number 4
Network with professionals in the financial advisory field, particularly those who have experience in Pensions and Retirement Planning. They might provide insights or even referrals that could help you land the job.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Pensions and Retirement Planning. Include specific examples of your work with financial research, report writing, and client management to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advisory services. Mention your familiarity with tools like Selectapension and Genovo, and explain how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Experience: In your application, emphasize your proven track record in Paraplanning. Discuss any previous roles where you conducted financial analysis, prepared reports, or liaised with compliance teams to show your capability in this field.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the financial advisory sector.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Showcase Your Expertise in Pensions and Retirement Planning
Make sure to highlight your experience and knowledge in pensions and retirement planning during the interview. Be prepared to discuss specific cases where you successfully navigated complex financial situations, as this will demonstrate your capability to handle the responsibilities of the role.
✨Familiarize Yourself with Relevant Tools
Since the role involves using tools like Selectapension, FE Analytics, and Genovo, it’s crucial to familiarize yourself with these platforms beforehand. If possible, mention any previous experience you have with similar software to show that you can hit the ground running.
✨Prepare for Technical Questions
Expect technical questions related to financial analysis and report preparation. Brush up on your knowledge of UK pension products and regulations, and be ready to explain how you would approach analyzing different investment vehicles.
✨Demonstrate Strong Communication Skills
As a paraplanner, you'll need to liaise with various teams, including admin and compliance. During the interview, showcase your communication skills by providing examples of how you've effectively collaborated with others in past roles, especially when addressing concerns about advice suitability.
