The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their expanding advisor team; and are in search of someone who can step into a senior role managing a high-value, business critical client-base of around 80 clients and families. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank with a focus on building new business opportunities around that foundation. Office Location: Sheffield Working Setup: Hybrid/Flexible Package: £70-80k base + 20/25% annual bonus full company benefits Key Benefits: 6% pension, 4xDIS and a full flexible benefits package Holidays: 25 days holiday + stats The Role: The role focuses on delivering high-quality financial planning and wealth management to an established private-wealth client base, while also developing new business through warm, in-house opportunities. Key responsibilities include: Provide fully independent financial advice across pensions, investments, protection, and tax/estate planning. Conduct detailed client meetings to understand their financial position, objectives, and risk profile. ...
Financial Planner employer: CB3 Associates Ltd Careers
Join a prestigious Wealth Management firm in Central York, where you will thrive in a supportive and dynamic work environment. With a strong focus on employee development, we offer comprehensive benefits including a competitive salary, pension, healthcare, and study support for professional exams, ensuring you have the resources to grow your career in investment administration. Our collaborative culture prioritises client satisfaction and operational excellence, making it an ideal place for those passionate about finance and client service.
Contact Details:
CB3 Associates Ltd Careers Recruitment Team
