The Company: A regionally renowned, well-established wealth management firm looking to bring in a qualified Paraplanner as part of their expansion plans for 2026 onwards. As independent firm of advisers with whole of market advice capabilities this will suit an experienced paraplanner who values client experience above all else.

• Office Location: Sheffield
• Working Setup: Hybrid – 3-days office & 2-days WFH

Package: £38-42k base DOE + bonus & full company benefits

• Benefits: 8% pension + annual bonuses and full flexible benefits package
• Holidays: 25 days holiday + stats

The Role: A pure paraplanning role/remit supporting multiple high-performing financial advisers working with high-net-worth, private wealth focused clientele. Duties include:

• Conduct detailed financial research and analysis using tools such as Selectapension and FE Analytics
• Prepare suitability reports and client documentation using Genovo (or equivalent)
• Analyse client circumstances and assist in developing suitable financial planning recommendations
• Review and validate information provided by administrative staff for accuracy and completeness
• Liaise with administration teams to obtain outstanding information and support business processing
• Maintain accurate client records using Intelliflo (or equivalent back-office system)
• Analyse investment solutions including pensions, ISAs, and general investment accounts
• Support advisers in ensuring recommendations are suitable, robust, and aligned with client objectives
• Challenge and query advice where appropriate to maintain suitability and compliance standards
• Liaise with compliance where necessary regarding advice suitability or file integrity

The Person: You must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers in a product research and suitability report writing capacity. Do you hold:

• Proven experience as a paraplanner within a UK financial advice firm?
• Strong knowledge of pensions, retirement planning, and investment products?
• Experience using industry tools such as Intelliflo, Selectapension, FE Analytics, and Genovo (or similar)?

What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore further: Chris – 07891479277 | chris@cb3associates.co.uk