At a Glance
- Tasks: Support Financial Advisers with client recommendations and conduct financial analysis.
- Company: W Talent Finance, a leading recruitment partner in the finance sector.
- Benefits: Competitive salary, study support, generous holiday, and health benefits.
- Other info: Enjoy a people-focused culture with opportunities for professional growth and community engagement.
- Why this job: Join a supportive team and enhance your financial planning skills while making a real impact.
- Qualifications: Experience in financial planning or paraplanning; strong analytical and communication skills.
The predicted salary is between 30000 - 35000 £ per year.
A specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. We are partnering with a well-established, multi-service accountancy and professional services firm with a strong regional presence and an excellent reputation for delivering trusted advice to businesses and individuals.
The organisation promotes a people-focused environment built around shared values of professionalism, teamwork, and integrity. It places emphasis on creating a supportive and inclusive culture where individuals are encouraged to develop, take ownership of their work, and progress within a high-performing but approachable team environment.
As a Financial Planning Analyst, you will support the Financial Advisers and wider Financial Services team by providing high-quality technical and administrative support throughout the financial planning process. This is an excellent opportunity for someone with experience in financial planning support or paraplanning who is looking to further develop their technical knowledge within a supportive and collaborative environment.
You will play an important role in ensuring client recommendations are delivered accurately, efficiently and in line with regulatory requirements.
Key Responsibilities- Support Financial Advisers with the preparation of client recommendations
- Conduct research and analysis to help identify suitable financial planning solutions
- Prepare suitability reports and client presentation documentation
- Complete pension, Capital Gains Tax, Inheritance Tax and Income Tax calculations
- Obtain provider illustrations, application forms and supporting documentation
- Monitor new business cases through to completion
- Liaise with clients and providers throughout the advice process
- Produce pre-meeting analysis and post-review documentation
- Maintain accurate client records using Intelligent Office and internal systems
- Ensure all work complies with FCA regulations and internal procedures
- Provide day-to-day support to advisers and the wider Financial Services team
- Previous experience within a Financial Planning, Wealth Management or Financial Services environment
- Experience in a Financial Planning Support, Financial Planning Analyst, Paraplanning or Senior Financial Services Administration role
- Part or fully Diploma qualified (Level 4) or actively working towards the qualification
- Good understanding of FCA regulations and financial planning processes
- Strong analytical and organisational skills
- Excellent written and verbal communication skills
- High attention to detail with the ability to manage multiple priorities
- Proactive, collaborative and committed to delivering an excellent client experience
- Competitive salary of £30,000 - £35,000, depending on experience
- Study support for ongoing professional development
- 25 days holiday plus bank holidays, with the option to purchase up to five additional days
- Pension scheme
- Health Cash Plan (Level 1)
- Life assurance (4x salary)
- Eye test support
- Social events and staff engagement activities
- Volunteering opportunities
- Employee discounts across a range of professional and personal services
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Analyst in Sheffield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like W Talent. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Analyst in Sheffield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to W Talent.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on W Talent's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at W Talent
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with W Talent.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at W Talent will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former W Talent employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
