independent financial adviser jobs in South Yorkshire

You will provide advice in the areas of Investments, Retirement, Estate and Tax planning.

Tired of bringing in massive commissions for big companies while seeing minimal reward? We're the UK's fastest-growing medical protection specialists, and we want one exceptional adviser to join our tight-knit team as we scale rapidly. The Opportunity: - The Niche: High-earning doctors (3x conversion rates, 40% higher case values) - The Leads: Warm, qualified prospects provided + bonus splits...

You will need Level 4, CAS or equivalent experience and the ability to generate at least £60 k gross or the clear plan to reach it.

You will however need to live within a 1-hour commute of Sheffield to ease commuting in the initial training stages.

You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered.

You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised.

You will be responsible for providing expert advice, building strong client relationships, and ensuring that your clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: - Client Consultations: Conduct thorough consultations with clients to understand their financial goals, risk tolerance, and insurance needs.

🌟 Life Insurance Adviser (Consultative – High-Net-Worth Clients) This is a rare opportunity to join one of the UK’s most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients. You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships...

Job Description MAB New Homes is seeking a full-time New Build Mortgage and Protection Consultant to join our dynamic team. This remote role (with the option to work from our Rotherham H/O or Consett regional office, if local) involves collaborating closely with site teams to efficiently qualify potential purchasers, offer expert mortgage advice for new build sales, and support sales teams at...

You will find our approach friendly, relaxed, consultative and balanced, there will be no hard sell. Discretion is assured and referrals welcome. Areas of committed focus: - RICS Valuation Surveyors (UK wide) - Short & longer form format, private and secured lending, all sectors.

You will want to become Chartered. -----------------------------------------------------------------------------------------Looking for balance, a company that treats you fairly? Click apply and we’ll tell you everything you need to know. If you don't have a CV don't worry. Send us contact details and we can come to the CV later.

Job Description The Company: An extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Financial Planning Assistant, and ultimately a developing Paraplanner to their adviser support team. Ideally this will be an experienced Administrator who is progressing with their Diploma qualifications and is keen to take on more complex paraplanning work: -...

Job Description Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments...

Job Description Chief Financial Officer Location: South Yorkshire Recruiting within the S, HU, DN & LN postcodes. Salary: £750 per day Vacancy Type: Contract What’s the opportunity? If you’re a top quality Chief Financial Officer / Finance Director who’s frustrated and fed up with the confines of a normal corporate life and you’re looking for something different, or you’re an independent...

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator will and schedule...

You will take full responsibility for the company’s financial operations, ensuring that reporting, processes, and controls are robust, efficient, and aligned with the organisation’s long-term strategy. Working as a key member of the senior leadership team, you’ll provide the financial insight needed to support operational decisions, improve profitability, and enhance overall business performance.

OverviewBased in South Yorkshire, this established and dynamic Multi Academy Trust are in a period of growth. Following several successful years, they are seeking an experienced Chief Financial Officer to form part of the leadership team. This role will drive the strategic direction of the Trust and lead all financial activities. The role will lead and develop the finance function while...

Job Description The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator...

You will need Level 4, CAS or equivalent experience and the ability to generate at least £60 k gross or the clear plan to reach it.

You will be a key part of a busy insurance and mortgage broker’s office, supporting clients with professional advice, building strong client relationships and ensuring that our clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: Insurance

You will be a key part of a busy insurance and mortgage broker’s office, supporting clients with professional advice, building strong client relationships and ensuring that our clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: Insurance

You will be responsible for providing expert advice, building strong client relationships, and ensuring that your clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: - Client Consultations: Conduct thorough consultations with clients to understand their financial goals, risk tolerance, and insurance needs.