Financial Planning Analyst

Financial Planning Analyst - Private Wealth - Sheffield - £34,000-£42,000 Location: Sheffield (office-based) Salary: £34,000-£42,000 Role: Financial Planning Analyst Environment: Chartered, multi-disciplinary private-wealth group

Why This Firm Stands Out This is a Chartered, fully independent private-wealth group with a long-established presence across Yorkshire. The business operates from multiple offices , bringing together financial planners, paraplanners, administrators, tax specialists, accountants and private-client experts - giving you deep technical support and a genuinely collaborative environment.

The financial planning team is highly qualified, close-knit and well structured , meaning you're supported by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful.

The culture is people focused, detail driven and service led , with strong client retention, long-standing relationships and clear internal progression.

Role Overview You'll support advisers and clients across new business, client reviews, technical work and ongoing servicing. This role blends technical analysis , paraplanning tasks , client administration , and end to end support across private wealth, pensions, investments, tax planning and estate planning.

Key Responsibilities

• New business: evaluating client objectives, due diligence , research, technical calculations (pensions, CGT , IHT , income tax), producing suitability reports, overseeing illustrations/applications, monitoring pipeline, client fee checks

• Client reviews: pre-meeting analysis, post-meeting completion work, producing review letters

• Client admin: maintaining Intelligent Office records, updating client data, obtaining provider information, liaising with clients/providers

• General support: handling provider/client correspondence, working closely with managers and advisers, actioning technical and admin requests Requirements

• 4+ years financial services experience

• Strong FCA regulation & compliance knowledge

• Senior admin or paraplanning background

• Part or fully Diploma qualified (Level 4)

• Strong communication, organisation and work ethic

• Ability to work to deadlines and prioritise effectively Desirable

• Experience with private wealth, business owners, corporate clients, trusts, group schemes

• Client-facing experience

• Desire to work towards Chartered status

• Team-based background Benefits

• Study support for qualifications

• 25 days holiday + bank holidays (option to buy +5)

• Pension scheme

• Health Cash Plan

• Life Assurance (4x salary)

• Eye tests

• Social events & volunteering

• Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .