Job Description
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.
