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 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
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 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
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