Create Email Alert

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.

Similar Jobs

  • Ask Recruiting Limited

    Financial Advisor

    Doncaster

    • Ending Soon

    Financial Advisor An exciting opportunity has arisen with one of my clients who is now looking for a professional financial adviser to join their successful team. You will be offering expert advice on suitable investments, private pensions, tax planning, and insurance products and provide a valuable service to work with our established client base

    Job Source: Ask Recruiting Limited
  • Vision-FS Recruitment

    Financial Advisor

    Sheffield

    Financial Advisor | Independent Financial Advisor £50,000 - £75,000 | Un-Capped Bonus Client Boo k Provided Sheffield YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent F

    Job Source: Vision-FS Recruitment
  • Vision-FS Recruitment

    Financial Advisor

    Chesterfield

    Financial Advisor | Independent Financial Advisor Location: Chesterfield or Surrounding Area Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed and Self Employed roles available £50,000 - £65,000 Basic Salary + car allowance OTE £80,000 - £200,000 | Un-Capped Earnings Potential YOUR NEW COMPANY This is an award-winning nationa

    Job Source: Vision-FS Recruitment
  • Vision-FS Recruitment

    Financial Advisor

    Rotherham

    Financial Advisor | Independent Financial Advisor £50,000 - £75,000 | Un-Capped Bonus Client Boo k Provided Rotherham YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent F

    Job Source: Vision-FS Recruitment
  • Vision-FS Recruitment

    Financial Advisor

    Doncaster

    Financial Advisor | Independent Financial Advisor £50,000 - £75,000 | Un-Capped Bonus Client Boo k Provided Doncaster YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent F

    Job Source: Vision-FS Recruitment
  • Vision-FS Recruitment

    Financial Advisor

    Sheffield

    • Ending Soon

    Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported

    Job Source: Vision-FS Recruitment
  • Starfish People HR

    Financial Advisor

    Mansfield, Nottinghamshire

    At Park Hall Financial Services we are committed to ensuring that all our customers receive independent, impartial advice tailored to their individual circumstances. We are searching for a qualified adviser to join our fantastic team at our offices in Nottinghamshire. If you are a highly motivated individual with excellent communication skills, the

    Job Source: Starfish People HR
  • Vision-FS Recruitment

    Financial Advisor

    Barnsley

    Financial Advisor | Independent Financial Advisor £50,000 - £75,000 | Un-Capped Bonus Client Boo k Provided Barnsley YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent Fi

    Job Source: Vision-FS Recruitment

Financial Advisor

Sheffield

We are working with a leading financial services company currently experiencing significant growth. As a Financial Advisor, you will play a pivotal role in providing comprehensive financial planning advice to a diverse range of clients. This includes services such as life insurance, pensions, investments, wealth management, and inheritance tax planning.

Location: Chesterfield and Sheffield Regions (Homeworking with Multi-Site Travel)

Responsibilities

Collaborate with 2 local Agents within my client's Agency Network covering the Chesterfield and Sheffield regions.

Offer expert financial advice to a broad client base, ranging from small investors to high net worth individuals.

Develop and maintain strong customer relationships, working with warm leads provided by the agency staff.

Uphold the tradition of exceptional personal service by understanding each customer's unique circumstances and providing tailored solutions.

Requirements

Full QCA Level 4 qualification (e.g., CII Diploma in Financial Planning) plus full CAS

Proven experience in delivering regulated financial advice to UK customers on a face-to-face basis.

Strong knowledge and understanding of the UK financial services regulatory and compliance framework.

Familiarity with end-to-end sales processes, preferably working with introducers.

Up-to-date knowledge of developments in the UK financial services industry.

Certification

This role is subject to certification for MSIL due to being identified as a function requiring qualification according to the FCA Training & Competence (T&C) Sourcebook.

About You

We are seeking dedicated individuals committed to delivering optimal financial outcomes for clients. If you are competitive, driven, and excel at building trusting relationships, we want to hear from you.

Benefits and Rewards

Joining our team comes with a range of attractive rewards and benefits, including:

Competitive basic salary and OTE up to £100,000.

Annual bonus (up to 5% of salary).

Company car/allowance.

Contributory pension scheme (up to 20%, including an 8% contribution from you).

25 days annual leave + bank holidays + buy/sell/save holiday trading scheme.

My Client

My client are one of the UK's leading general insurance and financial services companies, with a legacy of over 110 years. Their commitment to exceptional workplaces is recognised globally, and they take pride in offering a supportive culture that empowers and inspires our people.

If you are ready to contribute to a company that values its employees and provides opportunities for growth, apply today.

Contact: Jordan Cassell

Reference: JC/ 86637

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.

Apply

Create Email Alert

Create Email Alert

Financial Advisor jobs in Sheffield

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.