Job Description
Paraplanner up to £45,000 | Hybrid | Sheffield
Are you a detail-oriented Paraplanner looking to join a forward-thinking and supportive financial planning business?
This is an exciting opportunity to become part of a firm that truly values quality advice, collaboration, and career development.
The Role
As a Paraplanner, you’ll work closely with advisers to deliver high-quality, compliant financial advice and play a key part in helping clients achieve their financial goals.
You’ll be responsible for conducting in-depth product research, preparing financial plans, and producing clear, accurate suitability reports, all while contributing to a positive, professional team environment.
Key Responsibilities
* Conduct detailed research on financial products, including pensions, investments, insurance, and tax strategies.
* Analyse client portfolios and identify opportunities for improvement or growth.
* Prepare tailored financial plans and recommendations in line with client objectives.
* Draft high-quality suitability reports and investment proposals.
* Ensure all work meets FCA compliance standards.
* Attend client meetings when required to assist with fact-finding and risk profiling.
* Provide clients with regular updates and reviews of their portfolios.
About You
* Diploma in Regulated Financial Planning (Level 4) or working towards completion.
* Previous experience in a Paraplanning or Financial Planning Support role.
* Strong knowledge of financial products and services.
* Excellent attention to detail and communication skills.
* Confident working both independently and as part of a team.
* Proficient in financial planning software and Microsoft Office.
What’s on Offer
* Full study support towards further qualifications.
* A supportive, collaborative working culture.
* Flexible and hybrid working arrangements.
* Excellent benefits package, including pension and holidays.