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- Tasks: Deliver top-notch financial planning and manage a high-value client base.
- Company: Ambitious IFA firm in Sheffield with a growth mindset.
- Benefits: Competitive salary, annual bonus, flexible working, and comprehensive benefits.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: QCF level 4 Diploma qualified with private wealth advisory experience.
- Other info: Exciting opportunities for career growth and client relationship building.
The predicted salary is between 70000 - 80000 £ 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 ever-expanding team; and are in search of someone who can step into a senior role managing a high-value, business critical client-base. 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: To deliver quality financial planning and wealth management to existing private wealth clients, whilst developing new business via warm, in-house lead opportunities. Duties include:
- Provide independent financial advice across a wide range of areas, including pensions, investments, life insurance, and tax and estate planning.
- Conduct in-depth client meetings to assess their financial situation, goals, and risk tolerance.
- Develop and present personalized financial plans and recommendations tailored to client needs.
- Regularly review and adjust client portfolios to ensure alignment with their objectives.
- Use cashflow planning to create a full financial plan and update according to review frequency and change in client circumstances.
- Ensure all advice and recommendations are compliant with current regulations and industry standards.
- Maintain detailed records of client meetings, advice given, and ongoing portfolio management.
- Build and maintain long-term relationships with clients, offering ongoing support and guidance.
- Regularly meet with clients to review their financial strategies and adjust as necessary.
- Be comfortable carrying out client reviews remotely and face to face.
The Person: You must be QCF level 4 Diploma qualified and ideally progressing towards Chartered, hold CAS and have extensive private wealth focused advisory experience. The role will suit someone looking for a client-centric, servicing biased role yet is motivated by developing new business development and onboarding AUM.
An attractive client-base to inherit with business opportunities to drive earnings? A focused 'senior' advisor opportunity which enables you to be part of a aspirational, growing business?
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
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Sheffield
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join financial planning groups, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to showcase your expertise. Bring along examples of your past work, like financial plans or client success stories. We want to see how you can add value to their team!
✨Follow Up Like a Boss
After any meeting or interview, don’t forget to send a follow-up message. A simple thank you note can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to show you were engaged and interested.
✨Apply Through Our Website
If you’re keen on joining our ambitious team, make sure to apply through our website! It’s the best way for us to see your application and get you in front of the right people quickly. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Planner in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your qualifications, especially your QCF level 4 Diploma and any progress towards Chartered status. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your experience aligns with our focus on private wealth management. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Client-Centric Approach: In your application, emphasise your experience in building long-term client relationships and providing tailored financial advice. We’re looking for someone who’s not just about numbers but also about understanding clients' needs and goals.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our ambitious team!
How to prepare for a job interview at CB3 Associates Ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key figures related to pensions, investments, and tax planning. Be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Client-Centric Approach
This role is all about building relationships. Prepare examples of how you've developed long-term client relationships and tailored financial plans to meet their unique needs. Highlight your ability to listen and adapt to client feedback.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think about potential client situations you might encounter and how you would handle them. This will show your practical understanding of the role.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in financial planning, be prepared to discuss current regulations and industry standards. Show that you understand the importance of maintaining detailed records and ensuring all advice is compliant.