At a Glance
- Tasks: Lead technical support, deliver advice, and mentor team members in financial planning.
- Company: Join SMH Group, a leading financial services provider with a supportive culture.
- Benefits: Flexible hours, 25 days holiday, life assurance, and training opportunities.
- Other info: Dynamic environment with opportunities for personal and professional growth.
- Why this job: Be part of a purpose-driven team making a real impact in clients' financial futures.
- Qualifications: 5+ years in paraplanning, excellent interpersonal skills, and teamwork experience.
The predicted salary is between 40000 - 50000 £ per year.
The
SMH Group offers a comprehensive suite of financial services to our clients including Accountancy, Financial Services, Wills & Probate, Commercial Finance, Residential Mortgages and Corporate Finance.
We have over 220 employees across our 11 offices throughout the Yorkshire/Derbyshire region.
SMH Group we truly believe our people are our greatest strength which is why we want to give them the confidence to grow and shape their future . As we continue to grow as a business we strive to be guided by our core behaviours –
- Client Centric , acting as
- One Firm , and
Caring by doing the right thing for our people, clients and communities .
As clients and our people at the fore front of everything we do, we leave no stone unturned to deliver consistent and impactful results.
We foster a culture of respect, support, and inclusion within our teams.
If you’re looking to be part of a purpose-driven team we’d love to hear from you.
Purpose of the role?
SMH Financial Services are now looking for a Senior technical Paraplanner/Analyst who will ultimately take control of all technical output for the firm and lead the current technical support team as the business continues to grow.
Reports to
Advice & Operations Manager – The individual will work closely with the Advice & Operations Manager to ensure the efficient delivery of all advice.
Key Responsibilities will include
- Technical assistance – Be the ‘go to’ person for technical queries in the team
- Training and nurturing of less technically competent team members, through suitability report checking etc
- Update/monitor financial planning tools i. e research & analysis softwares/calculators to ensure fit for purpose
- Ongoing monitoring/updating suitability report templates
- Liaising with external compliance teams to collate and deliver feedback to the team
- Responsibility for the development and implementation of our advice strategies – Cashflow, at retirement, CIRP, tax efficient investing & investment strategy etc
- Responsible for delivery of advice and advice compliance
Other responsibilities
New business
- Ongoing monitoring and evaluation of client objectives
- Perform due diligence, research and analysis
- Undertake calculations (Pension contributions/CGT/IHT/Income Tax)
- Production of client presentation documents and suitability reports
- Oversight of provider illustrations / applications / fund information etc.
- Monitoring new business pipeline through to completion
- Client fee monitoring
Client reviews
- Pre meeting analysis
- Production of post review letters
Client administration
- IO and general record keeping (includes Fact find and risk profiler reports)
- Maintaining and updating of client information (electronic)
- Obtaining and evaluating information from providers
- Liaising with clients and providers
General admin
- Deal with day-to-day correspondence from providers and clients
- Work collaboratively with Managers and wider support team
- Deal with adviser / client requests
What qualifications do you need?
- Technically proficient with all aspects of ‘holistic’ financial planning ( essential )
- Technically proficient in IHT planning/pensions/investments & working with SME’s ( essential )
- Excellent interpersonal skills ( essential )
- Chartered or working towards Chartered ( essential )
- Excellent teamwork and collaboration skills ( essential )
- Minimum 5+ years in paraplanning ( essential )
- Supervisory/training/mentoring experience ( essential )
- Our benefits and perks
- Full time office-based role, with flexible hours.
- 25 days holiday, plus bank holidays (with the ability to purchase up to 5 more)
- Life Assurance 4x salary
- Eye tests
- Social events
- Volunteering opportunities
- Staff discounts on Wills, LPAs and residential mortgages
- Training/development and progression opportunities
- #J-18808-Ljbffr
Vacancy – Financial Planning Analyst – Sheffield employer: SMH BCL Accountants Limited
At SMH Group, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises the growth and development of our employees. Located in Sheffield, our team enjoys flexible working hours, generous holiday allowances, and numerous opportunities for professional advancement, all while contributing to a purpose-driven organisation that values client-centricity and community care. Join us to be part of a dynamic team where your contributions truly matter and where you can shape your future in the financial services sector.
Contact Details:
SMH BCL Accountants Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Vacancy – Financial Planning Analyst – Sheffield
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We think you need these skills to ace Vacancy – Financial Planning Analyst – Sheffield
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✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with SMH BCL Accountants Limited.
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Before your interview, reach out to current or former SMH BCL Accountants Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
