Job Description
Financial Adviser (Group Benefits & Wealth Planning)
Sheffield
£50,000 - £65,000
NJR Recruitment is proud to be working with a leading, integrated wealth management business to recruit an experienced Financial Adviser in Sheffield. This is a rare opportunity for a qualified adviser to combine private client financial planning with corporate employee benefits consulting in one dynamic, client-facing role.
What’s on Offer:
* Employed position with a competitive salary and bonus
* Opportunity to take on both corporate and private clients
* Full paraplanning and admin support to enable you to focus on advice
* Strong emphasis on team culture, innovation, and development
* Access to market-leading tech platforms and support tools
Key Responsibilities:
* Deliver holistic financial advice to a range of private clients
* Advise corporate clients on workplace pension schemes, group protection, health benefits, and financial education programmes
* Conduct regular client reviews and implement financial planning strategies
* Collaborate closely with investment managers, paraplanners, and client liaison teams
* Build relationships through referrals and professional connections
* Maintain compliance and up-to-date CPD in line with FCA standards
What We’re Looking For:
* Level 4 Diploma in Regulated Financial Planning (essential)
* Experience advising on group benefits, auto-enrolment, and pension schemes
* Knowledge of GPPs, Master Trusts, flexible benefits, and risk products
* A background in managing both private and corporate client relationships
* Technically strong, commercially aware, and confident delivering advice to clients across all wealth levels
Employee Benefits Include:
* 25 days annual leave (+ your birthday off!)
* Private healthcare (after 12 months)
* Enhanced maternity & paternity pay
* 2 paid volunteering days annually
* Cycle to work scheme & life assurance
* Supportive team culture with clear progression pathways
If you're an adviser looking to combine your corporate consulting experience with private client advice—and want to join a forward-thinking, people-focused firm—this could be your ideal next move.
Apply now or for more information contact NJR Recruitment quoting NJR15982