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CRA Consulting Sheffield

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Independent Financial Advisor - Accountancy Practice

Type: Permanent Role: Financial Planning Manager Location: Sheffield, South Yorkshire

The Company

My client is a leading firm of Chartered Accountants

The Job

Are you looking for a new role where you can really impact and scope a role? My client is a leading entrepreneurial firm of chartered accountants based in Sheffield who are going from strength to strength. As a result, they are looking for an ambitious and driven individual to head up their financial planning department. This is an excellent opportunity to introduce financial services to existing clients as well as networking and business development to gain new clients. Individuals are likely to be chartered or certified with the ability to act in a regulated environment, willing to take on controlling functions for FCA purposes and manage authorisation with the FCA.

Individuals should have experience of advising on the widest possible range of regulated financial services relevant to SME's and private individuals including:

Advising and managing investments

Establishing pension schemes and giving advice

Insurance policies

Mortgages and handling equity release

There is the potential for high earnings based on business development and this is an excellent role for an individual with a strong background in financial planning who is looking for a more independent role within a structured environment.


£35,000 - £45,000


plus beneifts and bonus


Qualified Charted Financial Planner

Contact Information

CRA Consulting
Fifth Floor
11 Leopold Street
S1 2GY

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