Job type
PermanentLocation
SheffieldWorking Pattern
Full-timeSpecialism
AdministratorsIndustry
Banking & Financial ServicesPay
30000 - 34000
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.
