The Company
An extremely ambitious, Chartered IFA firm with multiple sites across Yorkshire are now looking to add a Junior Financial Planner to cover a South Yorkshire patch. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank (circa £17m AUM) with a focus on building new business opportunities around that.
Location
South Yorkshire
Working Setup
Home-based - Hybrid/Flexible
Package
£40k base + bonus (OTE £60k+) & full company benefits
Key Benefits
Flexi-benefits including Pension, PMI, DIS, CI Cover and flexible mat/pat leave
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:
- Qualifying new leads that are received by the business through various sources.
- Providing a holistic financial planning service to all clients who fall within our target market.
- Ensuring that the client file including Fact Find, Adviser meeting notes and associated documents are fully and comprehensively complete.
- Working collaboratively with support staff to ensure work in progress is completed within the specified timescales and is wholly accurate, guaranteeing clients always receive a high standard of advice and care.
- Providing support and training to educate and guide other staff members.
- To assist with company, focus group projects, providing technical expertise as required.
- Ensuring processes and workflows are followed
- Maintaining your daily task organiser, planning your workload, ensuring deadlines are met.
- Delivering an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors.
- Looking for new business opportunities to enhance your own client base. This will include working with external professional partners, encouraging client referrals and networking to raise brand awareness.
The Person
You must be QCF level 4 Diploma qualified (minimum) and hold private wealth focused advisory experience. The role will suit someone early on in their career who is looking for a client‑centric, service biased role yet is motivated by developing new business and onboarding AUM; which will ultimately result in enhanced earnings. Are you wanting:
- An client‑base to inherit/service coupled with business opportunities to drive earnings?
- An opportunity to impact your earnings via new business generation and service levels as part of a young, professional and highly aspirational advice business?
- A Chartered firm and support setup geared around fast‑tracked personal and professional development?
What next?
Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Junior Financial Planner in Sheffield 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.
