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Independent Financial Adviser

CFP JOBS
Posted 17 days ago, valid for 25 days
Location

Sheffield, South Yorkshire S5 8DP

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Independent Financial Advisor position in Sheffield is seeking experienced advisers to manage an existing client bank on an employed basis.
  • Candidates should have a minimum of 3 years of experience in financial services and be fully qualified.
  • The salary offered ranges from £60,000 to £80,000 for Chartered professionals, along with various benefits including a pension scheme and car mileage allowance.
  • The firm emphasizes a client-focused approach, providing substantial administrative and investment support to allow advisers to spend more time with clients.
  • This opportunity is ideal for those looking to align with a progressive firm that values long-term client relationships built on trust and respect.

Independent Financial Advisor - Sheffield

Our client is on the acquisition trail and as a result are looking for experienced advisers to take over existing clients on an employed basis!

This firm has grown over the years with strong values underpinning what they do. Whatever stage you’re at in your career, looking for your next, or your last move in financial services, please get in touch!

As a result of a recent acquisition my client is looking an Adviser to look after a substantial client bank in Sheffield

Our client is a progressive, client focused, national firm of Independent Financial Advisers. Who’s aim is to attract like-minded fully qualified Financial Planners, who fit with their friendly culture and share their values of building long-term client relationships, based on mutual trust and respect.

If you would like to spend more time with your clients, less time doing admin, we would like to hear from you.

In return they offer…

  • Salary up to £60,000 and if you are Chartered up to £80,000
  • Benefits include a staff pension scheme,
  • Car mileage allowance, laptop, phone and low validation for bonus.
  • Totally Independent Financial Advice to your clients
  • A market leading proposition, using their size and scale to reduce investment costs for their mutual clients
  • Efficient Administrative, Investment, Risk and Technical support allowing you more time with your clients and offering a better work/life balance
  • In-house Discretionary and Advisory Investment Management

We have vacancies also in Newbury, Blackpool, West Midlands

#FinancialAdvisor, #WealthManager, #IFA, #FinancialAdviser

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.