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 staff discounts.
- Other info: Dynamic environment with opportunities for training and professional growth.
- Why this job: Make a real impact in a purpose-driven team while advancing your career.
- 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. At 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 forefront 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 software/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 SMEs (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
Vacancy – Senior Financial Planning Analyst / Senior Paraplanner – 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. With a commitment to client-centric values and a focus on teamwork, we provide ample opportunities for professional advancement, alongside a comprehensive benefits package including flexible working hours, generous holiday allowances, and ongoing training. Join us in Sheffield to be part of a purpose-driven team where your contributions truly matter.
Contact Details:
SMH BCL Accountants Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Vacancy – Senior Financial Planning Analyst / Senior Paraplanner – Sheffield
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their core behaviours like being client-centric and acting as one firm. This will help you tailor your answers and show that you’re a great fit for the team at SMH Group.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. Focus on showcasing your technical skills and experience in financial planning, as well as your ability to mentor others.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our purpose-driven team at SMH Group.
We think you need these skills to ace Vacancy – Senior Financial Planning Analyst / Senior Paraplanner – Sheffield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Planning Analyst role. Highlight your experience in financial planning, technical proficiency, and any supervisory roles you've held. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining SMH Group and how you embody our core behaviours. Keep it concise but impactful – we love a good story!
Showcase Your Technical Skills:Since this role is all about technical output, make sure to showcase your expertise in IHT planning, pensions, and investments. Mention specific tools or software you’ve used, as this will help us see your fit for the position.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at SMH BCL Accountants Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of holistic financial planning, IHT planning, pensions, and investments. Be ready to discuss specific strategies you've used in the past and how they align with the role's responsibilities.
✨Showcase Your Team Spirit
Since teamwork is key at SMH Group, prepare examples that highlight your collaboration skills. Think about times when you’ve trained or mentored others, and be ready to share how you foster a supportive environment.
✨Prepare for Technical Queries
As the go-to person for technical queries, you’ll need to demonstrate your problem-solving skills. Practice answering potential technical questions and think about how you would approach complex scenarios in financial planning.
✨Engage with Their Values
Familiarise yourself with SMH Group’s core behaviours: Client Centric, acting as One Firm, and Caring. Be prepared to discuss how you embody these values in your work and how you can contribute to their purpose-driven culture.
