https://jobs.co.uk/job/independent-financial-adviser-cb3-associates-ltd--fce6fabb-7b79-4ed8-a29e-add3fe2c085d RSS feed for Independent Financial Adviser at CB3 Associates Ltd. en-gb Fri, 26 Jun 2026 21:17:35 GMT https://jobs.co.uk/job/independent-financial-adviser-cb3-associates-ltd--fce6fabb-7b79-4ed8-a29e-add3fe2c085d https://jobs.co.uk/job/independent-financial-adviser-cb3-associates-ltd--fce6fabb-7b79-4ed8-a29e-add3fe2c085d Fri, 26 Jun 2026 11:52:05 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 ever-expanding team; and are in search of someone who can step into a senior role managing a high-value, business critical client-base. 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: SheffieldWorking Setup: Hybrid/FlexiblePackage: £70-80k base + 20/25% annual bonus and full company benefitsKey Benefits: 6% pension, 4xDIS and a full flexible benefits packageHolidays: 25 days holiday + statsThe 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, and risk profile.Create and present tailored financial... Permanent