The Company: A leading UK-wide wealth management company specialising in providing personalised financial planning, investment management, and retirement solutions who are looking to recruit an experienced Paraplanner into their Sheffield site on a hybrid working basis. With a strong commitment to responsible investing and a focused client-centric service, my client is looking to grow its presence across both the UK and internationally. Office Location: SheffieldWorking Setup: Hybrid - 3-days office and 2-days WFHPackage: £37-47k base + full company benefitsKey Benefits: Aegon group pension, 2xDIS and PMI Holidays: 30 days holiday + statsThe Role: As a dedicated Paraplanner to a team of high-performing Financial Planners you will complete all product research and report writing tasks, with responsibility for: Research and analysis: conduct in-depth research and analysis to identify suitable solutions. Perform and present cashflow modelling scenarios to clients as required.Technical work: prepare suitability letters and reports for annual reviews and new business, prepare tax calculations and financial plans for clients.Liaising with providers: speak to external companies to obtain information about existing and potential investments.Client requirements: determine client objectives and priorities, together with understanding client attitudes to risk and capacity for loss.Managing documentation: prepare client files for review meetings and maintain these compliantly throughout ..... full job details .....