Paraplanner (Sheffield) £45,000, One of South Yorkshire’s largest & most successful Chartered IFA's

Wealth Management
£35,000 to £45,000 Per Annum
Contract Type:

Qualifications – Minimum fully Diploma qualified, preferably Chartered.

Strong I.T Skills

A minimum of 5 years industry experience working in an IFA environment as a paraplanner.

Purpose and scope of role: To assist advisers in advising on and transacting pension transfers both defined benefit and money purchase and producing technical reports for all aspects of  financial planning.

Duties – Providing Paraplanner & technical support to advisers, the role will primarily consist of:

Liaising with advisers using info from the factfind, ceding scheme information, soft facts and regulatory rules to prepare analysis reports to deliver initial advice & prepare suitability reports 

Assist and speed up the pension transfer advisory process to complete more transactions

The right candidate will possess:

Strong data analysis skills 

Strong word and excel skills

Be numerate

Must be able to work under pressure of deadlines

Be familiar with Pension Transfer Analysis systems e.g. Selecta Pension

Knowledge and experience using cashflow modelling tools e.g. Cashcalc

Liaising with clients

Computer record keeping using the specialised IFA computer system

Scanning Documents on to back office system

Technical report writing

Prepare suitability letters

Preparing business for submission

General Paraplanner duties

Knowledge of wider financial planning areas for example investments and Inheritance Tax as often the same pension clients require this advice.

Candidate will report to Operations Manager/Finance Manager.  

We will consider paraplanners and financial advisers who do not want to perform a client facing business generating role for whatever reason

Will be able to demonstrate their capability in the course of the interview process by way of assessment 

Hours of work           9am to 5.00pm

Holidays                     20 days + Bank Holidays, paid leave increasing to 25 days with service

Salary                         Sheffield: c. £35,000 to £45,000 per annum (dependent on experience & qualification)


·         Discretionary Bonus

·         Four times Salary Death in Service

·         After 1 yr service contributory Income Protection via company Group PHI scheme (via salary sacrifice).

·         Group Pension Scheme 4% contribution after 3 months service.