Paraplanner

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

Hybrid Working (1-2 Days in the Office) | Up to £50,000 + Benefits

Are you a technically strong Paraplanner looking to join a boutique Independent Financial Planning firm where your contribution will genuinely make a difference?

We're working with a highly respected wealth management firm in Sheffield that is seeking an experienced Paraplanner to support Advisers. This is a fantastic opportunity to join a close knit team, take ownership of the technical advice process, and enjoy a varied role with plenty of autonomy.

The Role

As a key member of the team, you'll work closely with Advisers throughout the entire client journey, helping to deliver high quality, holistic financial planning advice.

Responsibilities include:

• 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

About You

• 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
• Level 4 Diploma (desirable, but not essential for experienced candidates)

What's on Offer?

• Salary up to £50,000 (with flexibility for exceptional candidates)
• Hybrid working with only 1-2 office days per week
• Friendly and supportive boutique IFA environment
• Direct access to Advisers and decision makers
• Broad and technically challenging workload
• 28 days holiday including bank holidays
• Additional two week office closure over Christmas
• Company pension scheme

Why Join?

This is an excellent opportunity for a Paraplanner who enjoys being heavily involved in the financial planning process and values flexibility, autonomy and a supportive culture.