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Private Wealth Financial Planner – Hybrid, Inherit & Grow AUM

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: CB3 Associates Ltd
Full Time position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below

CB3 Associates Ltd in Sheffield seeks an experienced Financial Planner to provide comprehensive financial planning and wealth management for private wealth clients. This role emphasizes client development alongside servicing an existing client base, focusing on building new business opportunities.

The successful candidate will deliver a high standard of advice, collaborate with staff, and have the opportunity to significantly impact their earnings through business generation. A hybrid working setup and competitive benefits package are offered.

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