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Paraplanner
Job Posted: 7 days ago
Salary: £ 28,000 - 45,000 / Annum
Job Type: Permanent
Location: Sheffield, South Yorkshire
Expire in: 21 days
Job Description
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Paraplanner (Qualified or Trainee)
Salary:
* Qualified Paraplanner: From £40,000 per annum (DOE & qualifications)
* Trainee Paraplanner: From £28,000 per annum
* Salary progression: +£2,000 per exam passed; starting salary adjusted for existing qualifications
Location: Sheffield (hybrid working available)
Hours: Mon-Fri, Full-time, permanent position
Full-time, Permanent Position
We are seeking a motivated, detail oriented Paraplanner to join our client's growing financial planning firm. This opportunity is open to both experienced paraplanners and individuals currently working within a financial advice environment who are ready to progress into a paraplanning role. The successful candidate will support advisers in delivering high quality, compliant financial planning solutions, with a strong emphasis on pensions, retirement planning, and investment strategies. This role is central to ensuring excellent client outcomes in line with Consumer Duty expectations.
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The Key Responsibilities of the Paraplanner:
* Conduct detailed financial product and fund research
* Prepare suitability reports and supporting documentation via Genovo (or equivalent)
* Analyse client circumstances and assist advisers in shaping suitable financial planning recommendations
* Review and validate information provided by administrative staff to ensure accuracy and completeness
* Liaise with administration teams to obtain outstanding information and progress business efficiently
* Maintain and update accurate client records using Intelliflo (or equivalent back office systems)
* Analyse investment solutions including pensions, ISAs, GIAs, and other investment vehicles
* Support advisers in ensuring all recommendations are suitable, compliant, and aligned with client objectives
* Challenge or query advice decisions where necessary to maintain high suitability standards
* Work closely with the compliance team regarding advice files, suitability queries, and documentation standards
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The Key Requirements of the Paraplanner:
For Qualified Paraplanner Applicants:
* Proven experience in a paraplanning role within a UK financial advice firm
* Strong technical knowledge of pensions, retirement planning, and wider investment products
* Experience using Intelliflo, Selectapension, FE Analytics, Genovo (or similar tools)
* Excellent analytical, organisational, and report writing skills
* Strong understanding of FCA regulations and suitability requirements
For Trainee Paraplanner Applicants:
* Experience in a financial advice firm (e.g., admin or adviser support role)
* Understanding of the advice process and end to end client journey
* High attention to detail and strong willingness to learn
* Good communication and organisational skills
* Commitment to working toward professional qualifications
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The Successful Candidate Will Receive Excellent Benefits:
* Competitive salary with structured career progression
* Performance related bonus scheme (where applicable)
* 8% non contributory pension scheme
* Full exam support provided, including funding for study materials and initial exam attempts
* Clear salary progression linked to qualifications (for trainees)
* City centre parking
* Ongoing professional development and career advancement opportunities
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Sheffield, South Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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