Paraplanner

________________________________________ 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. ________________________________________ 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 ________________________________________ 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 ________________________________________ 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 ________________________________________ 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