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Financial Services



Type of Position: Financial Adviser
Pay: £40k - £60k + Commission

Financial Adviser - Sheffield

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.


Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals

Requirements and skills

Proven working experience as a Financial Adviser, Financial Planner or relevant experience
Track record of successful financial guidance
Ability to analyse market’s financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
Degree in Finance or related field preferable

Please email your CV to to register your interest.

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