Financial Advisor Sheffield
5 days ago
We are seeking a highly experienced Financial Adviser to join our Client's thriving wealth management practice based in the Sheffield area. This is an excellent opportunity for a motivated individual to grow their career within financial services and become part of a successful team.
About the RoleThis role involves providing in-depth and compliant financial advice to existing and new clients, maintaining high standards of client care, professional conduct, and regulatory compliance. Key responsibilities will include growing the client base by recruiting new clients through referrals, personal networking, and making presentations to professional firms.
Key Benefits- Competitive Basic Salary: £50,000 - £60,000 per annum
- Existing Client Bank with Opportunities for Growth
- Full Administrative and Paraplanning Support
- Hybrid Working Arrangements
- Private Health Insurance and Death in Service Cover
- Excellent Training and Development Opportunities
- Company Pension Scheme
- 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 advantageous.
- Client-Centric Approach: Strong ability to manage and grow client relationships, delivering tailored solutions to meet individual financial goals.
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Sheffield Service Advisor
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Financial Planning Advisor
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Sheffield, Sheffield, United Kingdom Disclaimer: ANY-Web Ltd. Full timeAbout Our CompanyANY-Web Ltd. is a UK-based financial advisory firm dedicated to delivering exceptional service to its clients.Job RoleWe seek a highly organized individual to join our team as an administrative assistant, supporting our financial advisors and directors.Duties and ResponsibilitiesCompile expense reports for annual assessments.Communicate with...
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Financial Administrator Role in Sheffield
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Force Medical Advisor
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