At a Glance
- Tasks: Deliver high-quality financial planning and manage a portfolio of high-value clients.
- Company: Ambitious IFA firm in Sheffield with a focus on growth.
- Benefits: Competitive salary, annual bonus, flexible working, and comprehensive benefits package.
- Other info: Hybrid working setup with opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Diploma qualified with experience in advising private-wealth clients.
The predicted salary is between 49500 - 60500 £ per year.
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.
- Create and present tailored financial plans and recommendations aligned to client needs.
- Review and adjust client portfolios regularly to ensure they remain appropriate and on track.
- Use cashflow modelling to build comprehensive financial plans and update them in line with review cycles or changes in circumstances.
- Ensure all advice meets regulatory requirements and adheres to industry standards.
- Maintain accurate, thorough records of meetings, recommendations, and ongoing portfolio management.
- Build long-term client relationships, providing ongoing guidance and support.
- Carry out client reviews both remotely and face-to-face with confidence and professionalism.
The Person: You must be Diploma qualified (ideally progressing toward Chartered status) and hold CAS. Extensive experience advising private-wealth clients is essential. This role will suit someone who thrives in a client-centric environment, enjoys servicing an established book, and is also motivated by developing new business and growing AUM.
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
Financial Planner in Sheffield 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
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Sheffield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like CB3 Associates Ltd Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Sheffield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CB3 Associates Ltd Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CB3 Associates Ltd Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CB3 Associates Ltd Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CB3 Associates Ltd Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at CB3 Associates Ltd Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former CB3 Associates Ltd Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
