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Financial Adviser (Group Benefits & Wealth Planning)
Sheffield
£50,000 - £65,000
NJR Recruitment is proud to be working with a leading, integrated wealth management business to recruit an experienced Financial Adviser in Sheffield. This is a rare opportunity for a qualified adviser to combine private client financial planning with corporate employee benefits consulting in one dynamic, client-facing role.
What’s on Offer:
- Employed position with a competitive salary and bonus
- Opportunity to take on both corporate and private clients
- Full paraplanning and admin support to enable you to focus on advice
- Strong emphasis on team culture, innovation, and development
- Access to market-leading tech platforms and support tools
Key Responsibilities:
- Deliver holistic financial advice to a range of private clients
- Advise corporate clients on workplace pension schemes, group protection, health benefits, and financial education programmes
- Conduct regular client reviews and implement financial planning strategies
- Collaborate closely with investment managers, paraplanners, and client liaison teams
- Build relationships through referrals and professional connections
- Maintain compliance and up-to-date CPD in line with FCA standards
What We’re Looking For:
- Level 4 Diploma in Regulated Financial Planning (essential)
- Experience advising on group benefits, auto-enrolment, and pension schemes
- Knowledge of GPPs, Master Trusts, flexible benefits, and risk products
- A background in managing both private and corporate client relationships
- Technically strong, commercially aware, and confident delivering advice to clients across all wealth levels
Employee Benefits Include:
- 25 days annual leave (+ your birthday off!)
- Private healthcare (after 12 months)
- Enhanced maternity & paternity pay
- 2 paid volunteering days annually
- Cycle to work scheme & life assurance
- Supportive team culture with clear progression pathways
If you're an adviser looking to combine your corporate consulting experience with private client advice—and want to join a forward-thinking, people-focused firm—this could be your ideal next move.
Apply now or for more information contact NJR Recruitment quoting NJR15982
