About us
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 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:
Advice & Operations Manager
What will you be doing in the role?
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:
- Intelligent Office 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?
- Working with private wealth, business owners, corporate clients, trusts and group schemes (desirable)
- 4+ years Financial Services experience (essential)
- Knowledge of FCA regulations and compliance requirements (essential)
- Senior administrator/paraplanning experience (essential)
- Part or fully diploma qualified (essential)
Our benefits and perks
- Study support for professional qualifications
- 25 days holiday, plus bank holidays (with the ability to purchase up to 5 more)
- Pension scheme
- Health Cash Plan (Level 1)
- Life Assurance 4x salary
- Eye tests
- Social events
- Volunteering opportunities
- Staff discounts on Wills, LPAs and residential mortgages
How to apply
Send your CV to HRadmin@smh.group
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