Servicing Financial Adviser, Sheffield (Hybrid Working Available), Up

Financial Divisions; United Kingdom; Hybrid; GBP 50,000; Full time

Job summary

A leading wealth management firm is seeking a Servicing Financial Adviser to provide high-quality financial advice and nurture long-term client relationships. Located in Sheffield, this role offers up to GBP 50,000 plus benefits, hybrid working arrangements, and a supportive culture focused on professional development.

Benefits

Hybrid working arrangements

Full paraplanning and admin assistance

Opportunities for ongoing professional development

Supportive culture prioritising long-term relationships

Qualifications

• Diploma-qualified adviser with proven client-facing experience.
• Strong communication and interpersonal skills.
• Ethical and client-focused mindset.

Responsibilities

• Deliver ongoing financial advice to an existing client base.
• Maintain long-term client relationships through regular reviews.
• Ensure compliance with regulatory requirements.

Skills

Communication

Interpersonal Skills

Client Focus

Organisational Skills

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Up to GBP50,000 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 GBP50,000, 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 Sam at Financial Divisions.