Financial Planner - CB3 Associates Ltd : Job Details

The Company: An established and growth orientated IFA firm based in Sheffield who are now looking to add a Financial Planner to their team to inherit an initial bank of clients, and ultimately develop business and grow AUM on the bak of that. Experience managing HNW private clientele is key.

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

Package: £55-60k base DOE + £5k car allowance & 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 make adjustments 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 2+ years 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.

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk