Financial Planning Analyst

Financial Planning Analyst

Sheffield

-30,000 - -35,000 + Benefits

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.

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.

• 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

• Previous experience within a Financial Planning, Wealth Management or Financial Services environment
• Experience in a Financial Planning Support, Financial Planning 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

• 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