https://jobs.co.uk/job/junior-financial-planner-cb3-associates-ltd--7727e5cd-43fd-4f07-86ce-6b5a5a11ecd1 RSS feed for Junior Financial Planner at CB3 Associates Ltd. en-gb Wed, 09 Sep 2026 20:53:35 GMT https://jobs.co.uk/job/junior-financial-planner-cb3-associates-ltd--7727e5cd-43fd-4f07-86ce-6b5a5a11ecd1 https://jobs.co.uk/job/junior-financial-planner-cb3-associates-ltd--7727e5cd-43fd-4f07-86ce-6b5a5a11ecd1 Wed, 09 Sep 2026 11:54:05 GMT Location: Sheffield | Salary: 40000.00-40000.00 Annual | Type: Permanent | The Company: An extremely ambitious, growth orientated Chartered IFA firm with multiple sites across the Yorkshire region are now looking to add a Junior Financial Planner to cover a South Yorkshire client base and 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 via establish leads and professional business connections and contacts. Location: South Yorkshire Working Setup: Home-based - Hybrid/Flexible Package: £40-45k base + attractive bonus (OTE £60k+) and full company benefits Key Benefits: Flexi-benefits including Pension, PMI, DIS, CI Cover and flexible mat/pat leave Holidays: 25 days holiday + stats The 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... Permanent