Financial Planning Analyst – Sheffield
Join a growing, purpose?driven financial services team
Are you a technically strong financial services professional ready to take the next step in your career? This role offers the chance to join a supportive, forward?thinking team where your analytical skills, attention to detail and problem?solving ability genuinely make an impact.
You’ll be part of a collaborative technical support function, working closely with advisers to deliver high?quality financial planning analysis, research and client?ready documentation. If you enjoy digging into the detail, producing accurate work, and being a key part of the advice process, this is a brilliant opportunity.
What You’ll Be Doing
-
New business: evaluating client objectives, carrying out due diligence, research and analysis, completing technical calculations (pensions, CGT, IHT, income tax), producing client presentation documents and suitability reports.
-
Pipeline management: overseeing provider illustrations/applications, monitoring new business through to completion, client fee checks, liaising with clients at completion stage.
-
Client reviews: pre?meeting analysis, post?meeting completion work, producing review letters.
-
Client administration: maintaining Intelligent Office records, updating client information, obtaining and evaluating provider data, liaising with clients and providers.
-
General support: handling day?to?day provider/client correspondence, working closely with managers and advisers, actioning technical and administrative requests.
What You’ll Bring
-
4+ years’ experience in financial services (essential).
-
Strong understanding of FCA regulations and compliance (essential).
-
Background in senior administration or paraplanning (essential).
-
Part or fully Diploma qualified (essential).
-
Experience with private wealth, business owners, corporate clients, trusts or group schemes (desirable).
-
A proactive, analytical mindset and a commitment to delivering high?quality work.