Senior Paraplanner – Sheffield
up to 60k
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- Excellent knowledge and experience of paraplanning pre and post retirement scenarios (including pension transfers), investments and taxation.
- Knowledge and experience of more complicated advice such as, Defined Benefit pension transfers and structured investments.
- Proven track record of conducting research and writing quality strategy and recommendation reports, that are client friendly and meet compliance requirements, for HNW clients.
- Knowledge and experience of SIPP providers, permitted investments and specialist funds.
- Knowledge and experience of research tools such as Selectapension, AdvisaCenta, Assureweb, Defaqto, Trustnet, Analytics.
- Knowledge and experience of using cashflow modelling tools to model investment and retirement scenarios (e.g. Voyant)
- Proven track record of balancing commercial needs with compliance requirements.
- Proven track record of having challenging conversations with advisers and being able to influence.
- Proven track record of developing relationships with providers and leveraging these when required.
- Able to assist with training and coaching of junior members of staff.
- Proven track record of identifying improvements to processes to help improve efficiency and make us ‘easier to do business with’.