About us
The SMH Group is a multi-disciplined professional services Company which includes Financial Planners, Accounting & Business Advisory, Tax Advisers and Legal professionals working across nine offices in Sheffield, Chesterfield, Barnsley, Rotherham, Wakefield, Leeds, Harrogate, Huddersfield and Buxton. We are committed to delivering exceptional service and support to our clients.
Putting our financial services clients at the centre of everything we do is our core belief and ensures that we operate a truly client-focused strategy designed to meet their financial aims and objectives.
Our independence from any financial institution and holistic approach means that we work for our clients and therefore manage their needs through a diligent financial planning strategy. Our financial advice is always based on individual needs and circumstances.
We pride ourselves in delivering an efficient financial service taking the time to explain matters in a simple and understandable manner.
Purpose of the role
SMH Financial Services are now looking for a Financial Planning Analyst who will join our technical support team. The role will be to provide technical support to the Financial Advisers and wider support team to ensure the efficient delivery of all advice.
Reports to
Operations Manager/Lead Financial Planning Analyst
Responsibilities
New business:
- Evaluation of client objectives
- Due Diligence, research and analysis
- 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 liaison on completion
Client reviews:
- Pre meeting analysis
- Post meeting completion work
- 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
Experience/Qualifications
- Working with private wealth, business owners, corporate clients, trusts and group schemes (desirable)
- 5+ years FS experience (essential)
- Knowledge of FCA regulations and compliance requirements (essential)
- Senior administrator/paraplanning experience (essential)
- Part or fully diploma qualified (essential)
Package
- Full time office based role
- Competitive Salary
- Benefits package, including pension
How to apply:
Send your CV to HRadmin@smh.group.
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