Financial Planner

CB3 Associates Ltd · Sheffield

Reed.co.uk Posted May 5, 2026 First seen May 18, 2026
The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their ever-expanding 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 with a focus on building new business opp...