img
Permanent

Financial Planning Analyst

Sheffield
money-bag 34000.00-34000.00 Annual
3142544851
Posted 3 days ago

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 .....

Other jobs of interest...

Hays
SheffieldYesterday
money-bag30000.00-30000.00 Annual
Hays Specialist Recruitment Limited
Sheffield4 days ago
money-bag35000.00-35000.00 Annual
Hays Specialist Recruitment Limited
Sheffield4 days ago
money-bag28000.00-28000.00 Annual
CB3 Associates Ltd
Sheffield1 week ago
money-bag33000.00-33000.00 Annual
W Talent
Sheffield1 week ago
money-bag£45000 - £55000/annum
W Talent
Sheffield2 weeks ago
money-bag£45000 - £55000/annum
W Talent
Sheffield2 weeks ago
money-bag£30000 - £35000/annum
Hays Business Support
Sheffield3 weeks ago
money-bag£28000 - £33000/annum 28000 - 33000
Hays
Sheffield3 weeks ago
money-bag£30,000

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!