Position details
INDEPENDANT FINANCIAL ADVISER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Sheffield
£55000 - £700000 10/01/2025
NJR15408
plus bonus
£55000 - £700000 10/01/2025
NJR15408
plus bonus
DESCRIPTION
Independent Financial Adviser
Sheffield
Our Client is a highly successful and independent wealth management practice who are based in the Sheffield area who have a reputation for providing trusted financial solutions to High Net Worth individuals and businesses. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
What\'s in it for you?
Excellent basic salary
Existing client bank
Full admin and paraplanning support
Competitive bonus structure
25 days holiday + Bank holidays
Hybrid working
Private health insurance
Death in service cover
Excellent Training and Development
Company pension
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of a unique and ambitious team by supporting an existing client bank as well as generating their own clients
Responsibilities will include
Provide in depth and compliant financial advice to existing and new clients
To maintain the highest standards of client care, professional conduct and regulatory compliance.
Grow the number of clients served by recruiting new clients through referrals, personal networking and by making presentations to professional firms such as lawyers
What do we need from you:
Experience: Proven track record as a financial adviser with experience in pensions, investments, and financial planning.
Qualifications: Diploma in Financial Planning (Level 4) or equivalent. Chartered status or working towards it would be a plus.
Client-Centric Approach: Strong ability to manage and grow client relationships, delivering tailored solutions to meet individual financial goals.
This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients.
For further information please contact one of our specialist consultants quoting REF: NJR15408
Sheffield
Our Client is a highly successful and independent wealth management practice who are based in the Sheffield area who have a reputation for providing trusted financial solutions to High Net Worth individuals and businesses. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
What\'s in it for you?
Excellent basic salary
Existing client bank
Full admin and paraplanning support
Competitive bonus structure
25 days holiday + Bank holidays
Hybrid working
Private health insurance
Death in service cover
Excellent Training and Development
Company pension
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of a unique and ambitious team by supporting an existing client bank as well as generating their own clients
Responsibilities will include
Provide in depth and compliant financial advice to existing and new clients
To maintain the highest standards of client care, professional conduct and regulatory compliance.
Grow the number of clients served by recruiting new clients through referrals, personal networking and by making presentations to professional firms such as lawyers
What do we need from you:
Experience: Proven track record as a financial adviser with experience in pensions, investments, and financial planning.
Qualifications: Diploma in Financial Planning (Level 4) or equivalent. Chartered status or working towards it would be a plus.
Client-Centric Approach: Strong ability to manage and grow client relationships, delivering tailored solutions to meet individual financial goals.
This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients.
For further information please contact one of our specialist consultants quoting REF: NJR15408
Apply Now
