Senior Financial Advisor job in Sheffield working with HNW clients

The Specialists in Financial Services Recruitment

Job Details

Senior Financial Advisor Financial Advisor
Reference ID: 925
  • Salary/OTESalary of £35,000 - £62,000 dependent on experience
  • Vacancy LocationSheffield
  • RemunerationEmployed
  • RegionYorkshire
Job description

Are you a Senior Financial Advisor in Sheffield looking for the next step in your career to be within a group focused on private wealth management?

You will be taking over an existing high net worth client bank, with your position as Senior Financial Advisor to lead the client relationships and be responsible for the delivery of advice. Their clients typically focus on private individuals, which have been referred to the group by lawyers, accountants and solicitors. In addition, the business is active in acquiring HNW client banks.

To be successful in this role, you must have a proactive approach to growing the business through focusing on new asset generation and creating new clients from referrals, personal networking and building relationships with professional introducers.

To ensure high quality of service is consistently provided each Senior Financial Advisor receives a dedicated Junior Wealth Planner and Client Administrator. Plus, you will be supported with paraplanning support and access to work closely with Investment Managers.

Senior Financial Advisor requirements

  • You should hold minimum 5 years' experience in managing private client relationships and providing financial advice
  • You must be a current Financial Advisor holding valid SPS status
  • Ideally, you should hold Level 6 Chartered Financial Planner status or have ambition to work towards this
  • You must have experience across a range of financial planning and wealth management products and asset classes
  • You should have ability to work within a defined client team, can delegate work to colleagues and engage with different offices to deliver efficient client service
The Company

With over 7,000 active clients and £2.5bn of Assets under Management, this AIM listed wealth management group is highly respected. They have a growing footprint of offices across the UK and some internationally. The group have seen great benefit in investing in people and innovative technology.

Senior Financial Advisor Benefits

  • Salary of £35,000 - £62,000 depending upon experience
  • Plus, discretionary bonus, performance related bonus, 25 days holiday + BHs and superb company benefits including private healthcare, day off for your birthday, life assurance, health insurance, volunteering scheme and discounted shopping
  • Office based role in Sheffield with some work from home
  • Study support provided for you to further your qualifications



Call us now on 0208 0044 154 or click Apply

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