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Financial Adviser

Advance Search & Selection Ltd
Posted a month ago, valid for 5 days
Location

Sheffield, South Yorkshire S5 8DP

Contract type

Full Time

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.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • The company is seeking an experienced Financial Planning Consultant for a hybrid role in Sheffield.
  • The position offers a salary range of £55,000 to £75,000, along with full benefits and bonuses.
  • Candidates should have at least 3 years of experience in providing holistic financial planning solutions to clients.
  • The role involves working directly with clients, focusing on relationship building and delivering high-quality advice, with paraplanning and support provided.
  • Ideal candidates will have strong numeracy skills, attention to detail, and a desire to achieve chartered status.

Financial Consultant, Sheffield

Hybrid working

Salary £55,000 to £75,000, full benefits & bonuses

The company is looking for an experience Financial Planning Consultant, ideally with at least 3 year’s experience working with clients provide holistic financial planning solutions.

Step into a role with an existing client base, allowing you to focus on relationship building and delivering high-quality holistic advice.

Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews whilst providing that extra support and guidance. All paraplanning and support will be provided.

This would suit an adviser who is a natural communicator with a passion for delivering excellent service and is now looking to move on and progress their career with a well-established company. Ideally qualified to chartered status or wanting to be chartered and has started exams or have plan. Strong numeracy skills, attention to detail and experience in managing relationships and handling sensitive situations with tact and diplomacy.

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include all types of Financial Advisers, Compliance, Pensions, Paraplanners, T&C etc.

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.

SonicJobs' Terms & Conditions and Privacy Policy also apply.