Autonomy Paraplanner - Hybrid Wealth Planning Specialist

Eden Rose; Sheffield; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working (1-2 days)

Company pension

28 days holiday incl. bank holidays

Office closure at Christmas

Job summary

Eden Rose in Sheffield is seeking an experienced Paraplanner to support Advisers within a boutique IFA environment. The role offers hybrid working with 1-2 office days and a clear path to influence client outcomes.

You'll prepare suitability reports, research funds, produce illustrations, and liaise with Advisers across the client journey, while ensuring compliance and delivering high-quality financial planning. Salary up to £50,000 plus benefits, 28 days holiday incl.

Qualifications

• Experience within an IFA or Wealth Management environment.
• Strong technical knowledge across pensions, investments and protection.
• Experience producing suitability reports and conducting research.
• A proactive and organised approach.

Responsibilities

• Preparing suitability reports and recommendations
• Conducting fund, platform and provider research
• Producing illustrations and technical analysis
• Gathering client information and managing letters of authority
• Preparing review packs and meeting documentation
• Liaising closely with Advisers on client strategies and recommendations
• Supporting the end-to-end financial planning process
• Ensuring all work is completed in line with compliance requirements

Skills

Paraplanner

Pensions knowledge

Investments knowledge

Research capability

Education

Level 4 Diploma (desirable)

Job description

Eden Rose in Sheffield is seeking an experienced Paraplanner to support Advisers within a boutique IFA environment. The role offers hybrid working with 1-2 office days and a clear path to influence client outcomes.

You'll prepare suitability reports, research funds, produce illustrations, and liaise with Advisers across the client journey, while ensuring compliance and delivering high-quality financial planning. Salary up to £50,000 plus benefits, 28 days holiday incl.