Financial Planning Analyst

Financial Planning Analyst - Private Wealth - Sheffield - £34,000-£42,000Location: Sheffield (office-based) Salary: £34,000-£42,000 Role: Financial Planning Analyst Environment: Chartered, multi-disciplinary private-wealth groupWhy This Firm Stands OutThis 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 OverviewYou''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 ResponsibilitiesNew business: evaluating client objectives, due diligence, research, technical ..... full job details .....