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For Companies At a Glance
- Tasks: Support financial advisers with high-level technical assistance in a fast-paced environment.
- Company: National financial advice and wealth management firm with a supportive culture.
- Benefits: Up to £45,000 salary, flexible working, and career development opportunities.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: 3+ years paraplanning experience and Level 4 Diploma qualified.
- Other info: Hybrid working model with excellent growth potential.
The predicted salary is between 36000 - 54000 £ per year.
We’re working with a national financial advice and wealth management firm looking to bring on an experienced paraplanner to support their growing adviser team in Sheffield. As a result of the company’s recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available.
The Role
You’ll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast‑paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process.
What We’re Looking For
- Minimum 3 years’ experience in a paraplanning or technical support role
- Level 4 Diploma qualified (Chartered status is a bonus but not essential)
- Strong report writing, research, and analytical skills
- Comfortable working across multiple platforms and systems
- Able to work independently and manage deadlines confidently
Working Model
Hybrid setup – typically 3 days in the office, with flexibility for remote working depending on experience and team needs. Supportive, forward‑thinking culture with scope to grow as the team expands.
Package
Up to £45,000 basic salary (flexible for exceptional candidates). Benefits package and career development opportunities within a national firm.
If you’re an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit.
Paraplanner in Sheffield employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice and wealth management sector. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they value a supportive and forward-thinking environment. We recommend practising common interview questions and having examples ready that showcase your experience in paraplanning and technical support.
✨Tip Number 3
Show off your skills! Bring along a portfolio of your best work, including reports and analyses you've done in the past. This will help demonstrate your strong report writing and analytical skills, which are key for the role. We want to see how you can contribute to the team!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you to join our growing team. Let’s make this happen together!
We think you need these skills to ace Paraplanner in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the paraplanner role. Highlight your experience in financial advice, report writing, and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Your Skills: In your cover letter, showcase your strong analytical skills and ability to work across multiple platforms. Give us examples of how you've thrived in a fast-paced environment and contributed to a team.
Be Authentic: Let your personality shine through! We love candidates who are genuine and passionate about their work. Share why you're excited about this opportunity and how you can contribute to our supportive culture.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can't wait to hear from you!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and holistic financial planning. Be prepared to discuss specific cases or scenarios where you've applied your skills, as this will show your experience and confidence in the role.
✨Showcase Your Report Writing Skills
Since strong report writing is key for a paraplanner, consider bringing a sample of your work to the interview. This not only demonstrates your ability but also gives you a chance to discuss your thought process and how you approach complex information.
✨Familiarise Yourself with Their Systems
Research the platforms and systems commonly used in the industry. If you know what tools the company uses, mention your experience with similar systems or your willingness to learn new ones. This shows you're proactive and ready to hit the ground running.
✨Emphasise Team Collaboration
Since the role involves working closely with advisers, be ready to share examples of how you've successfully collaborated in past roles. Highlight your ability to thrive in a team environment and how you contribute to achieving common goals.
