Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Conduct financial research, prepare reports, and analyse investment options for clients.
- Company: Join a leading financial services firm in Sheffield with a focus on career growth.
- Benefits: Competitive salary, bonus scheme, generous pension, and city centre parking.
- Why this job: Make a real difference in people's retirement planning while developing your skills.
- Qualifications: Experience as a paraplanner with strong knowledge of pensions and compliance.
- Other info: Potential for hybrid working and professional development opportunities.
The predicted salary is between 35000 - 40000 £ per year.
Salary: £35,000 – £40,000 per annum depending on experience
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.
Paraplanner in England employer: Glu Recruit
Contact Detail:
Glu Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who are already working as paraplanners. They might have insider info on job openings or even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK pension regulations and products. Be ready to discuss how you've used tools like Intelliflo and Selectapension in your previous roles. We want to see that you're not just a great fit on paper but also in practice!
✨Tip Number 3
Showcase your analytical skills! During interviews, be prepared to walk through a case study or example of how you've conducted financial research and analysis. This will demonstrate your problem-solving abilities and attention to detail, which are crucial for a paraplanner.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in pensions and retirement planning, and don’t forget to mention any relevant software skills like Intelliflo or Selectapension.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping individuals achieve a comfortable lifestyle in retirement. Show us your personality and how you fit into our team!
Showcase Your Skills: In your application, be sure to showcase your analytical and problem-solving skills. Give examples of how you've used these skills in previous roles, especially in financial research and analysis.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Glu Recruit
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and retirement planning. Familiarise yourself with the latest UK pension regulations and products, as well as the software tools mentioned in the job description like Intelliflo and Selectapension. This will show that you're not just a good fit, but that you're genuinely interested in the role.
✨Prepare for Technical Questions
Expect to be asked about specific financial scenarios or case studies during the interview. Practise articulating your thought process when analysing investment vehicles or preparing financial reports. Being able to demonstrate your analytical skills and problem-solving abilities will set you apart from other candidates.
✨Showcase Your Communication Skills
As a paraplanner, you'll need to communicate effectively with both clients and the compliance team. Prepare examples of how you've successfully communicated complex information in the past. This could be through written reports or verbal discussions, so be ready to highlight your strengths in both areas.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, opportunities for professional development, or how they handle compliance challenges. This shows that you're engaged and thinking about how you can contribute to their team long-term.
