CB3 Associates Ltd, a Chartered IFA firm in Yorkshire, seeks a Junior Financial Planner to cover a South Yorkshire patch and service a private wealth client bank (£17m AUM). You will deliver holistic financial planning and grow the business through warm internal leads.
You must hold a QCF Level 4 Diploma (minimum) with private wealth advisory experience. The role is home-based with hybrid/flexible working, offering £40k base plus bonus (OTE £60k+) and comprehensive benefits.
#J-18808-LjbffrJunior Wealth Planner - Hybrid, Private Client Focus 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.
