Financial Planner
CB3 Associates Ltd
SheffieldOn-site£40k - £50kfull timePosted 3mo agoEarly applicant likely
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The Company: An extremely ambitious and growth orientated IFA firm with multiple sites across Yorkshire are now looking to add an experienced Financial Planner to cover a South Yorkshire patch. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank (circa 17m AUM) with a focus on building new business opportunities around that. Office Location: Sheffield Working Setup: Home-based ...
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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