https://jobs.co.uk/job/financial-planner-cb3-associates-ltd--aabb27b4-f9c1-4738-a959-a55bdd3691cd RSS feed for Financial Planner at CB3 Associates Ltd. en-gb Sat, 13 Jun 2026 20:56:49 GMT https://jobs.co.uk/job/financial-planner-cb3-associates-ltd--aabb27b4-f9c1-4738-a959-a55bdd3691cd https://jobs.co.uk/job/financial-planner-cb3-associates-ltd--aabb27b4-f9c1-4738-a959-a55bdd3691cd Fri, 12 Jun 2026 11:52:15 GMT Location: Sheffield | Salary: 40000.00-40000.00 Annual | Type: Permanent | The Company: An extremely ambitious and growth orientated IFA firm with multiple sites across Yorkshire are now looking to add an experienced Financial Planner to cover a South Yorkshire patch. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank (circa £17m AUM) with a focus on building new business opportunities around that.Office Location: Sheffield Working Setup: Hybrid/FlexiblePackage: £40-50k base + 20-30% new business bonus and full company benefitsKey Benefits: Flexi-benefits including Pension, PMI, DIS, CI Cover and flexible mat/pat leaveHolidays: 25 days holiday + statsThe Role: To deliver quality financial planning and wealth management to existing private wealth clients, whilst developing new business via warm, in-house lead opportunities. Duties include: Qualifying new leads that are received by the business through various sources. Providing a holistic financial planning service to all clients who fall within our target market. Ensuring that the client file including Fact Find, Adviser meeting notes and associated documents are fully and comprehensively complete.Working collaboratively with support st... Permanent