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Senior Wealth Planner Client Strategy
Job in
Sheffield, South Yorkshire, S5, England, UK
Listed on 2026-03-02
Listing for:
Killik & Co
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A financial services firm seeks a professional to provide exceptional financial planning services to clients, actively engage in business development, and collaborate with team members to enhance client satisfaction. The ideal candidate will possess excellent communication skills, a strong foundation in financial planning, and a proactive approach to acquiring new clients. This role includes ongoing client service and contributes to team objectives, aiming for high standards in client satisfaction and retention.
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Position Requirements
10+ Years
work experience
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