Financial Planner
CB3 Associates Ltd
SheffieldOn-site£70k - £80kfull timePosted 3mo agoEarly applicant likely
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The Company: A highly renowned IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their expanding client-facing team; and are in search of someone who can step into a senior role managing a high-value, business critical client-base. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank made up of around 80 families; with a focus on building new...
About CB3 Associates Ltd
CB3 Associates Ltd is an independent financial adviser (IFA) firm based in Yorkshire that manages private wealth for high-net-worth clients. The company hires financial planners to service existing clients and develop new business opportunities.
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