Trainee Paraplanner

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  • Job type

    Permanent

  • Location

    Sheffield

  • Working Pattern

    Full-time

  • Specialism

    Administrators

  • Industry

    Banking & Financial Services

  • Pay

    30000 - 34000
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PERMANENT REMOTE PARAPLANNER JOB - MUST BE ABLE TO COMMUTE TO SHEFFIELD FOR MEETINGS £34K

Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day)
Salary
£30,000 – £34,000 (depending on experience)

About the Role

Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems.

Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes.

The Role

This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing.

The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning.

Key Responsibilities

  • Assist financial advisers in preparing:
    • Suitability reports
    • Financial recommendations
  • Conduct research across pensions, investments, protection, and retirement planning
  • Maintain accurate and compliant client records across internal systems and provider platforms
  • Ensure all client files meet regulatory and compliance standards
  • Support administration tasks relating to new business submissions
    • Client onboarding
    • Ongoing servicing and reviews
  • Action client-related transactions (e.g. contributions, withdrawals, fund switches)
  • Collaborate with advisers and the wider team to deliver a seamless client experience
  • Monitor provider updates and regulatory changes relevant to recommendations
  • Develop technical knowledge of financial planning products and advice processes
Requirements (Essential)

  • Minimum 3+ years’ experience within a financial services administration or financial advisory environment
  • Strong understanding of financial services processes and client life cycle
  • Solid administrative background with excellent organisational skills
  • High level of attention to detail and accuracy
  • Strong written communication skills, particularly for report preparation
  • Ability to work independently in a remote environment
  • Strong time management skills with the ability to prioritise workload
Desirable Skills & Experience

  • Exposure to paraplanning or report writing
  • Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT)
  • Experience using financial planning or workflow systems
Personal Attributes

  • Self-motivated and proactive
  • Resilient and able to manage busy periods (e.g. tax year-end)
  • Comfortable working in a structured yet autonomous environment
  • Eager to learn and develop within financial services
Working Pattern & Environment

Fully remote working model
  • Occasional travel to Sheffield required for team meetings, training, and collaboration
  • Structured workflow system with task allocation based on complexity and timelines
  • Regular team development sessions, including technical and process training


What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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Talk to Sam Cooper, the specialist consultant managing this position

Located in Sheffield, Floor 2, Fountain Precinct, Balm GreenTelephone 07731812518
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