Financial Planner

The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their expanding advisor team; and are in search of someone who can step into a senior role managing a high-value, business critical client-base of around 80 clients and families. 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: The role focuses on delivering high-quality financial planning and wealth management to an established private-wealth client base, while also developing new business through warm, in-house opportunities. Key responsibilities include:

• Provide fully independent financial advice across pensions, investments, protection, and tax/estate planning.
• Conduct detailed client meetings to understand their financial position, objectives, and risk profile.
• Create and present tailored financial plans and recommendations aligned to client needs.
• Review and adjust client portfolios regularly to ensure they remain appropriate and on track.
• Use cashflow modelling to build comprehensive financial plans and update them in line with review cycles or changes in circumstances.
• Ensure all advice meets regulatory requirements and adheres to industry standards.
• Maintain accurate, thorough records of meetings, recommendations, and ongoing portfolio management.
• Build long-term client relationships, providing ongoing guidance and support.
• Carry out client reviews both remotely and face-to-face with confidence and professionalism.

The Person: You must be Diploma qualified (ideally progressing toward Chartered status) and hold CAS. Extensive experience advising private-wealth clients is essential. This role will suit someone who thrives in a client-centric environment, enjoys servicing an established book, and is also motivated by developing new business and growing AUM.

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.