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 .