The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their team; in search of someone who can step into a lead-adviser/team-lead type role in future. The need to hire is focused on the initial inheritance, and subsequent servicing of an initial private wealth focused client bank; with experience managing HNW, private clientele very much key.

• Office Location: Sheffield
• Hybrid/Home Working: Yes – Flexible

Package: £65-80k base & full company benefits

• Key Benefits: 6% pension, 4xDIS and a full flexible benefits package
• Holidays: 25 days holiday + stats

The Role: To deliver quality financial planning and wealth management to existing private wealth clients, whilst developing new business via warm, in-house lead opportunities. Duties include:

• Provide independent financial advice across a wide range of areas, including pensions, investments, life insurance, and tax and estate planning.
• Conduct in-depth client meetings to assess their financial situation, goals, and risk tolerance.
• Develop and present personalized financial plans and recommendations tailored to client needs.
• Regularly review and adjust client portfolios to ensure alignment with their objectives.
• Use cashflow planning to create a full financial plan and update according to review frequency and change in client circumstances
• Ensure all advice and recommendations are compliant with current regulations and industry standards.
• Maintain detailed records of client meetings, advice given, and ongoing portfolio management.
• Build and maintain long-term relationships with clients, offering ongoing support and guidance.
• Regularly meet with clients to review their financial strategies and adjust as necessary.
• Be comfortable carrying out client reviews remotely and face to face

The Person: You must be QCF level 4 Diploma qualified, hold CAS and have private wealth focused advisory experience. The role will suit someone looking for a client-centric, servicing biased role yet is motivated by developing new business development and onboarding AUM.

• A focused team-lead opportunity would be available in the short-term
• With longer-term progress to Board level also achievable

What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore further: Chris – 07891479277 | chris@cb3associates.co.uk