Financial Planner

The Company: A highly renowned IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their expanding client-facing 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 made up of around 80 families; 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 will be Diploma qualified (ideally progressing toward Chartered status) and hold CAS. Extensive experience advising private-wealth clients is essential. This role suits someone who thrives in a client-centric environment, enjoys servicing an established book and is also motivated by developing new business and growing AUM. I'm looking for someone who wants:

• A strong client bank to inherit, with genuine opportunities to increase earnings through additional business development channels.
• A focused senior adviser position within an ambitious, growing firm where you can play a meaningful role in its continued development

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