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Junior Wealth Planner
1 month ago
Junior Wealth Planner: Location: Sheffield An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role could be for you Benefits include:
- £45k (DOE) + bonus structure
- 26 days annual leave including a day off for your birthday (plus bank holidays)
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- 2 charity volunteer days
- Employee recognition
- Recruitment referral
- Career Development
- Cycle to work scheme
- Maintain highest level of client care, providing a holistic financial planning consultation and ensuring all clients needs are met to the highest standard.
- Ensure all aspects of financial planning and investment are covered to ensure the level of service meets the height of expectations.
- Grow client base by recruiting through referrals and personal networking, it is expected that new Wealth Planners generate a minimum of £50k in new business in the first 12 months.
- Maintain a close working relationship with colleagues and continually identify opportunities for improvement.
- Maintain ones own personal and professional development, including keeping up to date with relevant developments in the industry.
- Experience in managing private client relationships (5 years desirable).
- Experience in providing financial advice (1-2 years).
- Ability to work with clients across all wealth bands and communicate effectively with all clients.
- Fully qualified with the ambition to move towards Chartered Status, if not already held.
- Excellent communication, sales and presentation skills.
- Ability to work as part of a defined client team, delegating work to colleagues and interacting with different offices to deliver an efficient, compliant and engaging service to clients.
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Wealth Planner
3 weeks ago
Sheffield, United Kingdom Succession Wealth Full time**Wealth Planner - Sheffield** **Home based with links to our Sheffield office** **Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus** Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve...
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Junior Wealth Planner
1 month ago
Sheffield, United Kingdom A for Appointments Full timeJunior Wealth Planner: Location: Sheffield An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role...
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Junior Wealth Planner
4 weeks ago
Sheffield, United Kingdom A for Appointments Full timeJunior Wealth Planner: Location: Sheffield An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role...
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Junior Wealth Planner
2 weeks ago
Sheffield, Sheffield, United Kingdom A for Appointments Full time £45,000Junior Wealth Planner:Location: Sheffield An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years' experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role...
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Junior Wealth Planner
1 month ago
Sheffield, United Kingdom A for Appointments Full time €45,000Junior Wealth Planner: Location: Sheffield An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role...
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Junior Wealth Planner
4 weeks ago
Sheffield, United Kingdom A for Appointments Full time €45,000Junior Wealth Planner: Location: Sheffield An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role...
-
Junior Wealth Planner
4 weeks ago
Sheffield, United Kingdom A for Appointments Full time €45,000Junior Wealth Planner: Location: Sheffield An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role...
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Junior Planner
1 month ago
Sheffield, United Kingdom A for Appointments Full time €45,000Junior Wealth Planner: An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role could be for you! 45k...
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Junior Planner
1 month ago
Sheffield, United Kingdom A for Appointments Full time €45,000Junior Wealth Planner: An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role could be for you! 45k...
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Junior Planner
4 weeks ago
Sheffield, United Kingdom A for Appointments Full time €45,000Junior Wealth Planner: An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role could be for you! 45k...
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Junior Planner
4 weeks ago
Sheffield, United Kingdom A for Appointments Full time €45,000Junior Wealth Planner: An amazing opportunity has arisen to join an industry leading wealth management company with over 15 years’ experience in the industry. They are looking for a junior wealth planner to join their dynamic team. If you have extensive experience in this field and wish to work towards Chartered Status then this role could be for you! 45k...
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Trainee Wealth Planner
2 weeks ago
Sheffield, United Kingdom Kingswood Group Full timeWe are looking for an enthusiastic individual to join our dynamic team as Trainee Wealth Planner. This is a great opportunity to gain hands-on experience, receive comprehensive training, and build a successful career in the world of finance. Our Wealth Planners lead all client relationships and act as the principle point of contact. They are responsible for...
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Junior Planner
4 weeks ago
Sheffield, United Kingdom OCU Full timeWe are currently looking for a Junior Planner to join our growing team. This role represents a fantastic opportunity for a junior planner looking to make the next step in their career with a fast moving and growing company, at the forefront of the utilities industry. **Duties and Responsibilities**: - Produce and monitor the weekly delivery of “live”...
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Junior Planner
4 weeks ago
Sheffield, United Kingdom OCU Group Full timeWe are currently looking for a Junior Planner to join our growing team. This role represents a fantastic opportunity for a junior planner looking to make the next step in their career with a fast moving and growing company, at the forefront of the utilities industry. **Duties and Responsibilities**: - Produce and monitor the weekly delivery of “live”...
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Junior Financial Adviser
3 days ago
Sheffield, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Benefits** *** Sheffield £40000 - £50000 08/03/2024 NJR14649 Plus Bonus DESCRIPTION NJR Recruitment is pleased to once again be recruiting for one of the UK\'s leading firm of financial planners who now have an exciting opportunity for a Junior Financial Adviser to join their team. Doing a...
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Junior Planner
2 weeks ago
Sheffield, Sheffield, United Kingdom OCU Group Full timeWe are currently looking for a Junior Planner to join our growing team. This role represents a fantastic opportunity for a junior planner looking to make the next step in their career with a fast moving and growing company, at the forefront of the utilities industry.Duties and Responsibilities: Produce and monitor the weekly delivery of "live" tracker of...
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Client Delivery Executive
3 weeks ago
Sheffield, United Kingdom Succession Wealth Full time**Hybrid working - blend of home and office working from our Sheffield office** This is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector’s leading Advice professionals at the very top their game. The purpose of the this role is to provide a more intensive level of support to our highest performing Planners,...
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Client Delivery Executive
2 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeHybrid working - blend of home and office working from our Sheffield officeThis is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector's leading Advice professionals at the very top their game. The purpose of the this role is to provide a more intensive level of support to our highest performing Planners,...
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Financial Services Administrator
3 weeks ago
Sheffield, United Kingdom Succession Wealth Full time_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **Basic salary of £25,000 plus a fantastic range of benefits - full details below.** **Remote or Hybrid from a Succession office** Since our formation in 2009, Succession Wealth has grown to be one of the UK's leading financial...
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Client Delivery Lead
2 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeWould you like to develop your experience in financial services administration with one of the UK's top advice firms?Remote working Since our formation in 2009, Succession Wealth has grown to be one of the UK's leading financial advisory firms, with a reputation built on delivering excellent outcomes for our clients. Our goal now is to bring our high-quality...