Paraplanner

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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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Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age