Paraplanner – Sheffield (Hybrid)Salary: £35,000–£42,000 Hybrid Working: 2 days from home Firm Type: Supportive, established financial planning firm with strong adviser–paraplanner collaboration
A great opportunity for a paraplanner who wants variety, support and progressionThis is an excellent role for a paraplanner who enjoys being close to the advice process and wants to work in a firm that genuinely values technical input. You’ll join a friendly, well-structured financial planning team in Sheffield where paraplanners and advisers work closely together, and where development is taken seriously.
If you enjoy pensions, investments, tax planning and producing high-quality reports — and you want a firm that will help you progress — this is a strong next step.
What you’ll be doingYou’ll support advisers across a wide range of planning areas, taking ownership of technical work and helping deliver a smooth, high-quality client experience. Your responsibilities will include:
*Producing clear, accurate suitability reports across pensions, investments and protection
*Conducting research and analysis on products, funds and tax-efficient planning strategies
*Preparing client review packs, valuations and meeting documentation
*Building and inputting data for cashflow modelling
*Reviewing existing client arrangements and identifying planning opportunities
*Supporting advisers with client meeting preparation and follow-up actions
*Liaising with providers to gather information and resolve queries
*Ensuring all advice is compliant, well-documented and audit-ready
*Contributing to process improvements, templates and technical best practice
You’ll be a key part of the advice process — not just a report writer.
Training, development & progressionThis firm offers a genuinely supportive environment with clear progression routes. You’ll benefit from:
*Full exam funding (Diploma, Advanced Diploma, Chartered if you want it)
*Regular technical training, CPD sessions and mentoring
*Opportunities to work on more complex cases as your confidence grows
*A clear pathway to Senior Paraplanner or Technical Specialist roles
*Exposure to tax planning, HNW clients and more advanced planning scenarios
If you want to keep developing your technical skills and move up, this firm will back you.
What they’re looking for*Experience in a paraplanning role within wealth management
*Strong understanding of pensions, investments and tax planning
*Confident producing suitability reports and conducting research
*High attention to detail and pride in delivering quality work
*Someone proactive, organised and comfortable working closely with advisers
*Level 4 Diploma qualified (or close, with a plan to complete)
This role suits someone who enjoys technical work, collaboration and continuous development.
What you’ll get in return*£35,000–£42,000 depending on experience and qualifications
*Hybrid working (2 days from home)
*25 days holiday + bank holidays
*Full exam funding and structured development
*Supportive, friendly team with strong adviser–paraplanner relationships
*Modern office environment with excellent systems
*Clear progression into senior technical roles