Financial Adviser in Sheffield

Job description

Step into a ready-made opportunity — no cold calling, no starting from scratch.

We have a large, loyal client bank of mortgage and protection customers who already know and trust us — and no active pension or investment adviser currently serving them. That means you’ll be the one to unlock the full potential in this client base. You’ll take responsibility for identifying pension and investment opportunities, and once you have, the client’s existing adviser will make the first approach, warming the lead before it ever reaches your desk. It’s as close to a guaranteed open door as it gets.

You’ll be joining a business with a proven track record, a fantastic support team, and a culture designed to make people want to stay. Our goal is simple: to make the door ‘one way’ for employees. We provide the tools, the leads, and the environment — you bring the expertise and drive to deliver exceptional advice. Together, we’ll make sure both you and your clients achieve outstanding results.

This Financial Adviser position is based in the firms Sheffield office, based closed to Meadow Hall Shopping Centre with ample parking. There may be flexibility to allow one day working from home.

The benefits

• Access to a large client bank with lots of untapped potential.
• Well known firm in the area with strong referral network and warm leads.
• Both employed and self-employed options available, to suit your personal circumstances.
• Potential for admin support once established.
• Experienced and supportive team.
• No monthly fees.

Your responsibilities will include:

• Understanding client’s financial goals, assessing their current financial situation, and advising on personalised strategies to meet these needs.
• Providing ongoing advice and regular reports in line with ongoing servicing agreements.
• Grow continued referrals through great advice and service.
• Stay updated with financial regulations through regular CPD.

What will you need to succeed?

• Level 4 DipFA or CII Diploma or equivalent qualification required.
• All levels of experience considered.
• Excellent communication skills and customer service standards.

Endurance Financial is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Extra information

Status

Closed

Education Level

Secondary School

Location

Sheffield

Type of Contract

Casual / Part Time Jobs

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English