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Financial Advisor Financial Consultant

Senior Financial Planner & Wealth Strategy Advisor

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: St. James’s Place
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial advisory firm seeks an Experienced Financial Adviser to provide comprehensive financial advice and build long-term relationships with clients. The ideal candidate will have 3-5 years of experience and a Level 4 Diploma in Financial Planning. Key responsibilities include managing client portfolios and delivering bespoke advice on investments, retirement planning, and tax-efficient strategies.

This role offers the benefit of innovative technology and administrative support to enhance client service.
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Position Requirements
10+ Years work experience
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