CB3 Associates Ltd in the UK is seeking an experienced Financial Planner to join a private-wealth client team in a senior capacity. The role focuses on inheriting an established book of around 80 families and expanding business through in-house opportunities.
Based in Sheffield with hybrid/flexible working, the package includes a base of £70-80k plus 20–25% annual bonus and full company benefits, including a 6% pension and generous holiday entitlement.
#J-18808-LjbffrSenior Private Wealth Planner | Inherit High-Value Clients employer: CB3 Associates Ltd
Join a well-established and growing financial planning business that prioritises employee development and offers a clear progression pathway into a Trainee Paraplanner role within just 6-12 months. Enjoy the flexibility of 100% remote working, alongside a competitive salary package that includes a 4% pension, private medical insurance, and full study support for your professional qualifications. With a supportive work culture and a commitment to providing an excellent client experience, this company is an ideal employer for those seeking meaningful and rewarding career growth in the financial services sector.
