modern approach

traditional values


Location: Sheffield

Salary: £35,000 - £40,000

Type: Permanent

Category: Paraplanning

Ref: SW/2390

Would you like a Paraplanner role within a close-knit collaborative team who offer excellent support to the financial planners, where you’ll be able to demonstrate your skills in helping high net worth clients with their varied and interesting financial planning needs? They specialise in pension and investment planning and currently have in excess of £75m under management.


You’ll work with one of the company’s top performing Partners. His team consists of one other Financial Planner, a Practice Manager/PA, two paraplanners and two administrators.


Typically, this role will see you carrying out paraplanning work on:


  • DB analysis
  • Pension transfers
  • Carry forward calculations
  • Annual allowance calculations
  • Lifetime Allowance calculations
  • Protected tax free cash calculations
  • Calculating pension funding to maximise tax efficiency
  • Cost benefit analysis of pensions versus alternative investments
  • Inheritance tax planning
  • Capital Gains Calculations
  • School Fee Funding

Within this close-knit team everyone tends to “touch” every case at some point and are all very knowledgeable about each of the client’s financial journey.

They have built a strong business formed mainly from client referrals.  Many of their clients are based within the Sheffield/Yorkshire region, however they have also created a vibrant client base within London and the South East.  

Salary on offer, for an experienced level 4 qualified Paraplanner, is up to £40,000 plus great benefits and bonus.


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