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Chartered Financial Planner

  • Location: Sheffield
  • Salary: c.£100,000 + Benefits per year
  • Job Type:Permanent

Posted 23 days ago

  • Sector: Compliance
  • Contact: Paul Clayton
  • Contact Email:
  • Contact Phone: 0161 883 2747
  • Expiry Date: 09 October 2023
  • Job Ref: PC/10808

Job Description:  I'm working with a national wealth management firm who are looking for an experienced Chartered Financial Planner to join the business.

The role will involve taking responsibility for the following:

 Input into the strategic direction of the business as part of the Financial Planning Senior leadership team

Input into adviser Balanced Scorecard and Key Performance Indicators to meet business objectives.

Build a pipeline of opportunities through the network of opportunities that exist through the business.

Compete in competitive tenders to win new business.

Lead on new business cases of multi million pounds in value

Responsible for the day-to-day management and delivery of financial planning and client services to our clients

The role sits within a specialist team that supports their personal injury and Court of Protection focus. Experience and a desire to work within this sector would be advantage.


Key Requirements:

Previous experience as a Financial Adviser is essential.


Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.