Qualifications – Minimum fully Diploma qualified, preferably Chartered.
Strong I.T Skills
A minimum of 5 years industry experience working in an IFA environment as a paraplanner.
Purpose and scope of role: To assist advisers in advising on and transacting pension transfers both defined benefit and money purchase and producing technical reports for all aspects of financial planning.
Duties – Providing Paraplanner & technical support to advisers, the role will primarily consist of:
Liaising with advisers using info from the factfind, ceding scheme information, soft facts and regulatory rules to prepare analysis reports to deliver initial advice & prepare suitability reports
Assist and speed up the pension transfer advisory process to complete more transactions
The right candidate will possess:
Strong data analysis skills
Strong word and excel skills
Must be able to work under pressure of deadlines
Be familiar with Pension Transfer Analysis systems e.g. Selecta Pension
Knowledge and experience using cashflow modelling tools e.g. Cashcalc
Liaising with clients
Computer record keeping using the specialised IFA computer system
Scanning Documents on to back office system
Technical report writing
Prepare suitability letters
Preparing business for submission
General Paraplanner duties
Knowledge of wider financial planning areas for example investments and Inheritance Tax as often the same pension clients require this advice.
Candidate will report to Operations Manager/Finance Manager.
We will consider paraplanners and financial advisers who do not want to perform a client facing business generating role for whatever reason
Will be able to demonstrate their capability in the course of the interview process by way of assessment
Hours of work 9am to 5.00pm
Holidays 20 days + Bank Holidays, paid leave increasing to 25 days with service
Salary Sheffield: c. £35,000 to £45,000 per annum (dependent on experience & qualification)
· Discretionary Bonus
· Four times Salary Death in Service
· After 1 yr service contributory Income Protection via company Group PHI scheme (via salary sacrifice).
· Group Pension Scheme 4% contribution after 3 months service.