Senior Financial Planning Administrator / Trainee Paraplanner

Job Title: Senior Financial Planning Administrator / Trainee ParaplannerSalary: £28,000 - £36,000Location: Sheffield

Type: Fully Office Based with Flexi Hours

Are you an experienced Financial Planning Administrator looking to take the next step in your career? Or perhaps you're working towards your Level 4 Diploma and seeking a Trainee Paraplanner role?

We are working with a reputable and forward-thinking Independent Financial Planning firm in Sheffield that is offering a fantastic opportunity to join their growing team. Whether you’re an experienced administrator seeking career progression or an aspiring paraplanner looking to develop your technical skills, this firm provides the support, training, and flexibility to help you succeed.

The Role:

This is a varied and development-focused role that can be tailored to your level of experience. Key responsibilities include:

• Updating and maintaining CRM systems.
• Obtaining Letters of Authority (LOAs) and liaising with providers.
• Creating illustrations, valuations, and preparing reports.
• Preparing for client meetings and supporting financial advisers.
• Report writing and conducting technical research (for Trainee Paraplanners).
• Ensuring compliance with FCAregulations.

What’s in it for you?

This firm truly values its employees and offers a range of exceptional benefits, including:

• Flexible Working - Core hours of 10:30 AM - 4:00 PM, with office coverage between 9:00 AM - 5:30 PM.
• Exam & Development Support - Paid study support, including revision days and funding for professional qualifications.
• Discretionary Bonus - Performance-based financial rewards.
• Enhanced Annual Leave - Holiday purchase scheme to increase your entitlement.
• Pension Scheme - Auto-enrolment with salary sacrifice options.
• Professional Memberships Paid - Reimbursement for relevant industry memberships.
• Discounted Legal Services - 50% off Wills and LPAs, plus 25% off for family members.
• Cycle to Work Scheme - Tax-efficient way to get a new bike and accessories.
• Mental Health Support - Access to Mental Health First Aiders.
• Social Events & Team Culture - Summer social, Christmas party, and networking events.
• Workplace Perks - Free pay-day pizza & drinks, weekly fresh fruit, dress-down days, and birthday vouchers.
• Referral Bonuses - Financial rewards for referring new clients and employees.

What We’re Looking For:

• Senior Administrator: Minimum 3 years’ experience in Financial Services with strong administration skills.
• Trainee Paraplanner: Studying towards Level 4 Diploma (CII or equivalent) with some technical and report writing experience.
• Good communication and organisational skills.
• Knowledge of FCA regulations.
• Experience using Intelligent Office (advantageous but not essential).

If you’re passionate about financial planning and looking for a firm that values your growth and well-being, apply today and take your career to the next level!