Paraplanner – Sheffield
Salary: Negotiable depending on experience
Hybrid working available
An excellent opportunity has arisen for an experienced Paraplanner to join the Financial Planning division of a long-established and highly respected professional services firm in Sheffield.
This is particularly interesting for someone who wants to work with HNW clients, business owners and individuals with more complex financial circumstances , while joining a Financial Planning business with genuine plans for growth.
The wider organisation has an established presence across three UK offices and provides accountancy, tax, corporate finance and financial planning services.
The Financial Planning team currently has two Financial Advisers, but there are clear ambitions to grow. The immediate priority is to strengthen the foundations of the team by bringing in high-quality technical support before expanding the adviser population further.
For the right Paraplanner, that creates an opportunity to join at a particularly interesting stage of the journey.
The clients
The nature of the wider business means the Financial Planning team regularly works with successful business owners, entrepreneurs and individuals who have accumulated or realised significant wealth.
Many clients either currently own businesses or have recently sold them, creating opportunities to become involved in more interesting and technically challenging planning work.
Cases can therefore extend well beyond straightforward investment and pension advice, with Financial Planning sitting alongside expertise elsewhere within the organisation.
The role
Working closely with the Financial Advisers, you will provide high-quality technical Paraplanning support across a varied portfolio of clients.
The role will involve undertaking detailed research and analysis, preparing suitability reports and recommendations, supporting pension, investment and retirement planning cases, and using cashflow planning and modelling where appropriate.
You will review existing arrangements and research suitable solutions, working closely with the Advisers both ahead of and following client meetings. You will also ensure recommendations meet regulatory and internal standards and, where ap...
Paraplanner in Sheffield employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
