Job Title: Paraplanner

Location: Sheffield

Salary: £25,000 ~ £35,000

Benefits: Exams paid for, Company pension and progression opportunities.

My client is a long-established Wealth Management company in Sheffield. Due to increasing demand they are now looking for an experienced paraplanner to join the team.

You'll be working with a team of financial advisers through research, calculations and report writing, working to strict deadlines and the regulatory framework in a timely matter. You will receive structured training and clear development objectives that you will be expected to meet.

The right candidate will get the opportunity to work for a well established and growing practice that offers great progression opportunities and excellent benefits.

Responsibilities include:

Collating client product information from providers and reporting this in a clear and professional manner

Documenting all correspondence to and from providers.

Writing suitability reports.

Charges comparison analysis using in house software

Ability to complete manual financial calculations e.g. tax calculations, projections, etc.

Producing suitability letters and presentation material in line with company standards

Working with compliance teams to ensure recommendations are viable

Consulting with compliance teams and internal contacts for difficult cases

Comparing fund performance using analysis to present to clients

Processing and recording business transactions

Keeping a high level of documentation standards on each case

Keeping abreast of regulatory and internal guidance

Supporting the adviser teams with all financial planning, creating the most tax efficient and beneficial structure for each individual client

Dealing with multiple advisers and holding regular review meetings with them

Training other members of the team on an ongoing basis

Technical meeting preparation of clients files and agendas.


Excellent communication and interpersonal skills

Attention to detail

Excellent time management and organisational skills

Ability to work under pressure and to strict deadlines

Pro-active, self motivated and able to work under own initiative.

Achieved or working toward Level 4 Diploma in Financial Planning

If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for

Required skills

  • Analysis
  • Compliance
  • Management
  • Reporting
  • Suitability

Application questions

Do you have a level 4 UK diploma in Financial Planning?
Do you have experience writing suitability reports?

Reference: 33926210

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