Junior financial Work, Jobs in Sheffield, Eng (with Salaries)

Financial Planning Associate - East Midlands
Atomos —Nottingham
- Hybrid work
- CRM software
- Organisational skills
- AI
3d
Team Leader
Flint Bishop —Sheffield
- Full-time
- Business development
- Supervising experience
- Team management
- Employee discount
Quick apply
Shift Leader
Turtle Bay —Sheffield
- £13.25 an hour
- Full-time
- Bar
- Mentoring
- Training & development
Quick apply
10d
Senior Associate/Legal Director-Immigration
Irwin Mitchell —Sheffield
- Full-time
- Business development
- Mentoring
- Training & development
10d
Senior Developer
NEXT —Doncaster
- £51,400 - £55,400 a year
- Call to connect
- Azure
- DevOps
- Mentoring
- Free parking
- Employee discount
Teaching Assistant & Higher Level Teaching Assistant
Outwood Grange Academies Trust —Wakefield
- Part-time
- Maths
- Experience working with children
- Free parking
- Employee assistance programme
9d
EYFS Leader
Pinxton Village Academies —Nottingham
- £51,773 - £54,394 a year
- Part-time
- Experience working with children
- Organisational skills
- School
- Employee assistance programme
Catering Assistant
Elior UK —Sheffield
- £12.71 an hour
- Part-time
- School
Quick apply
1d
Cook
Sodexo —Mexborough
- £12.71 an hour
- Hospital
- Cleaning
- Training & development
- Employee assistance programme
- Employee discount
Quick apply
1d
Sous Chef
Warner Leisure Hotels —Boughton
- £29,000 - £35,000 a year
- Full-time
- Management
- Cooking
- Hotel
- Free parking
- Annual leave
2d
Junior IT Operations Engineer (12m FTC)
UniHomes —Sheffield
- £25,878 a year
- Full-time
- Computer Science
- Bachelor's degree
- Employee discount
- Referral programme
Quick apply
8d
Accounts Trainee
Xeinadin —Doncaster
- Mentoring
- Organisational skills
- Training & development
- Annual leave
- Employee assistance programme
2d
Jr Collections Analyst UK
Transaction Network Services —Sheffield
- Full-time
- Continuous improvement
Assistant Finance Manager
Sheffield City Council —Sheffield
- £42,839 - £46,142 a year
- Leadership
9d
Costs Lawyer/Draftsman
Irwin Mitchell —Sheffield
- Communication skills
Junior People Business Partner
Frasers Group —Shirebrook
- Full-time
Quick apply
junior sous chef
Wagamama —Sheffield
- £13.70 an hour
- Full-time
- Inventory control
- Continuous improvement
- Training & development
4d
Inclusion Officer
Outwood Grange Academies Trust —Chesterfield
- £28,825.87 - £30,293.80 a year
- Full-time
- Management
- Experience working with children
- School
- Free parking
- Employee assistance programme
9d
Corporation Tax Manager
RMT Accountants & Business Advisors —Sheffield
- £49,000 - £60,000 a year
- Business development
- Mentoring
- Tax experience
- Annual leave
7d
Assistant Buyer
Skanska —Doncaster
- Computer literacy
- Computer skills
- Communication skills
- Bereavement leave

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Financial Planning Associate - East Midlands

Atomos -
Nottingham

Apply Now

Job details

3 days ago

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Pension
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

junior financial jobs in sheffield, eng

Financial Planning Associate - East Midlands

Team Leader

Shift Leader

Senior Associate/Legal Director-Immigration

Senior Developer

Teaching Assistant & Higher Level Teaching Assistant

EYFS Leader

Catering Assistant

Cook

Sous Chef

Junior IT Operations Engineer (12m FTC)

Accounts Trainee

Jr Collections Analyst UK

Assistant Finance Manager

Costs Lawyer/Draftsman

Junior People Business Partner

junior sous chef

Inclusion Officer

Corporation Tax Manager

Assistant Buyer

I want to receive the latest job alerts for junior financial in sheffield, eng

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