The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their ever-expanding 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 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. The firm is looking for someone who wants:
*A strong client bank to inherit, with genuine opportunities to increase earnings through additional business.
*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.