Financial Planning Analyst

Description

Financial Planning Analyst

Sheffield

£30,000 - £35,000 + Benefits

About the Company

W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established regional practices and multi-service professional groups, delivering tailored talent solutions that drive business performance.

We are partnering with a well-established, multi-service accountancy and professional services firm with a strong regional presence and an excellent reputation for delivering trusted advice to businesses and individuals.

With a multi-office structure and a sizeable professional workforce, the business operates at scale while maintaining a strong focus on collaboration, consistency, and delivering high-quality outcomes for its clients.

The organisation promotes a people-focused environment built around shared values of professionalism, teamwork, and integrity. It places emphasis on creating a supportive and inclusive culture where individuals are encouraged to develop, take ownership of their work, and progress within a high-performing but approachable team environment.

The Role

As a Financial Planning Analyst, you will support the Financial Advisers and wider Financial Services team by providing high-quality technical and administrative support throughout the financial planning process.

This is an excellent opportunity for someone with experience in financial planning support or paraplanning who is looking to further develop their technical knowledge within a supportive and collaborative environment. You will play an important role in ensuring client recommendations are delivered accurately, efficiently and in line with regulatory requirements.

Key Responsibilities

Support Financial Advisers with the preparation of client recommendations

Conduct research and analysis to help identify suitable financial planning solutions

Prepare suitability reports and client presentation documentation

Complete pension, Capital Gains Tax, Inheritance Tax and Income Tax calculations

Obtain provider illustrations, application forms and supporting documentation

Monitor new business cases through to completion

Liaise with clients and providers throughout the advice process

Produce pre-meeting analysis and post-review documentation

Maintain accurate client records using Intelligent Office and internal systems

Ensure all work complies with FCA regulations and internal procedures

Provide day-to-day support to advisers and the wider Financial Services team

About You

Previous experience within a Financial Planning, Wealth Management or Financial Services environment

Experience in a Financial Planning Support, Financial Planning xjnqpsq Analyst, Paraplanning or Senior Financial Services Administration role

Part or fully Diploma qualified (Level 4) or actively working towards the qualification

Good understanding of FCA regulations and financial planning processes

Strong analytical and organisational skills

Excellent written and verbal communication skills

High attention to detail with the ability to manage multiple priorities

Proactive, collaborative and committed to delivering an excellent client experience

What's on Offer

Competitive salary of £30,000 - £35,000, depending on experience

Study support for ongoing professional development

25 days holiday plus bank holidays, with the option to purchase up to five additional days

Pension scheme

Health Cash Plan (Level 1)

Life assurance (4x salary)

Eye test support

Social events and staff engagement activities

Volunteering opportunities

Employee discounts across a range of professional and personal services

Ad ID: 5418619464