Servicing Financial Adviser
đź“Ť Sheffield (Hybrid Working Available)
đź’Ľ Up to ÂŁ45,000 Basic Salary (DOE) + Benefits
A well-established and forward-thinking wealth management firm is seeking a Servicing Financial Adviser to join its expanding team in Sheffield. This role is perfect for a diploma-qualified adviser who enjoys nurturing long-term client relationships and delivering high-quality financial advice.
This is an opportunity to be part of a team that genuinely cares about helping individuals and families invest for their future through smart planning and consistent, thoughtful guidance.
The Role
You will be responsible for providing ongoing financial advice to an existing client base, ensuring that each client remains on track with their financial goals. Working with paraplanners and administrative support, you'll focus on delivering a high standard of service and maintaining long-term client relationships.
Key Responsibilities
* Deliver regular financial reviews and advice to existing clients
* Develop and maintain strong, trusted relationships
* Identify additional financial planning needs and opportunities
* Ensure advice is compliant with regulatory requirements
* Collaborate with in-house support teams to provide a seamless client experience
About You
* Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
* Proven experience in a client-facing adviser role
* Strong communication and interpersonal skills
* Organised, ethical, and client-focused
* Comfortable working as part of a collaborative and values-led team
What’s on Offer
* Basic salary of up to ÂŁ50,000, depending on experience
* Hybrid working arrangements
* Supportive culture with full paraplanning and admin assistance
* Opportunities for ongoing professional development
* A values-driven approach that prioritises long-term relationships
If you’re ready for a new challenge in a stable, client-focused firm where you can make a real difference, please send your cv to samn@financialdivisions.co.uk