Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Sheffield regional hub.
This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.
The Role:
Your responsibilities will include:
* Producing high quality suitability reports
* Conducting detailed research on financial products, providers and strategies
* Supporting Financial Planners with client reviews and ongoing planning needs
* Acting as a technical support contact for the financial planner and client queries
* Submitting applications to providers and managing documentation
* Maintaining accurate, compliant and well-presented client records
* Ensuring all work is completed in line with FCA and internal compliance standards
About You
You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.
Ideally you will have:
* Previous paraplanning experience with financial advice
* Diploma qualified and willing to study further
* Experience with Intelligent Office, highly desirable
* Strong analytical and research skills
* Excellent attention to detail and organisational ability
* The confidence to manage multiple priorities effectively
* Outstanding communication and teamwork skills
* Strong IT skills including Word, Excel and PowerPoint
What's On Offer
This business is passionate about investing in its people and supporting long-term careers within financial planning.
Benefits include:
* 25 days holiday + bank holidays
* Option to purchase up to 5 additional days holiday
* Your birthday off
* Quarterly paraplanning bonus scheme
* Annual salary reviews
* Full study support for professional qualifications, CPD
* Adviser Academy and clear career progression pathways
* Staff recognition and annual awards
* Hybrid/flexible working
* Private pension
* Life assurance
* Corporate eye-care cover
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