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.
Whats 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
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