Junior Financial Adviser in Sheffield

Junior Financial Adviser

Location : Sheffield

Salary : £40,000 – £50,000

Duration : Permanent, Gull Time

We are working with a Sheffield based IFA who are looking to bring on a new Junior Financial Adviser to their team. This is a great opportunity for someone that is a new Financial Adviser or someone who is looking to make the step up from Paraplanning.

The Junior Financial Adviser will be supported through achieving CAS and will work closely with a Senior Financial Advisers within the first 12 months of the job. There is a client book ready to work on from day one and a strong Admin and Paraplanning team so you can focus solely on seeing clients and providing a high level of holistic advice. You will provide advice in the areas of Investments, Retirement, Estate and Tax planning.

What’s on Offer?

• Salary of up to $50,000
• Performance related bonus
• Strong benefits package
• Support through reaching CAS status
• Client book ready to take over

Requirements for the Junior Financial Adviser position :

• Level 4 diploma in Regulated Financial planning
• Previous experience in Wealth Management
• Client facing experience

If you are interested in the position please apply now and a member of the team will be in touch, subject to meeting the requirements.

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