https://jobs.co.uk/job/financial-planner-cb3-associates-ltd--294e67e5-4bd1-4e7a-a385-640321798f6e RSS feed for Financial Planner at CB3 Associates Ltd. en-gb Fri, 18 Sep 2026 15:53:51 GMT https://jobs.co.uk/job/financial-planner-cb3-associates-ltd--294e67e5-4bd1-4e7a-a385-640321798f6e https://jobs.co.uk/job/financial-planner-cb3-associates-ltd--294e67e5-4bd1-4e7a-a385-640321798f6e Thu, 17 Sep 2026 11:52:28 GMT Location: Sheffield | Salary: 70000.00-70000.00 Annual | Type: Permanent | The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their expanding advisor team; and are in search of someone who can step into a senior role managing a high-value, business critical client-base of around 80 clients and families. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank with a focus on building new business opportunities around that foundation. Office Location: Sheffield Working Setup: Hybrid/Flexible Package: £70-80k base + 20/25% annual bonus and full company benefits Key Benefits: 6% pension, 4xDIS and a full flexible benefits package Holidays: 25 days holiday + stats The Role: The role focuses on delivering high-quality financial planning and wealth management to an established private-wealth client base, while also developing new business through warm, in-house opportunities. Key responsibilities include: Provide fully independent financial advice across pensions, investments, protection, and tax/estate planning. Conduct detailed client meetings to understand their financial position, objectives, a... Permanent