Independent Financial Advisor - Sheffield
* Market-leading basic salary
* Performance and quality-related bonuses
* Established client bank provided
* Life cover (4x salary)
* Medical cash-back plan
* Hybrid working
* Full study support to Chartered status if required
* High-quality new business leads
Tempest Jones Consulting is pleased to be working with a thriving firm of Financial Planners in their Sheffield office. This practice specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax/estate planning. This is an exciting opportunity to join an accomplished business during a period of significant growth and expansion.
We are seeking an Independent Financial Advisor to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection, with a focus on private individuals and a smaller element of corporate clients.
In addition to servicing existing clients, you will benefit from a steady flow of new opportunities via online enquiries, professional referrals, website leads and networking.
You will be supported by a highly skilled administration and paraplanning team, enabling you to focus on client meetings and relationship management.
This role offers a competitive salary, attractive bonus potential and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status if not achieved already.
Due to ongoing projects and business growth in both the short and long term, this role presents an exciting and unique opportunity for somebody seeking a long-term position within a progressive business.
Essential criteria
* Level 4 Diploma in Regulated Financial Planning.
* Proven experience in a financial planning role.
* Strong communication skills and confidence in both face-to-face and telephone interactions.
* Ability to build trusted relationships with clients in a professional and engaging way.
* A warm and empathetic manner when speaking to clients.
To apply
Please send your CV to jenny@tempestjones.com for further information or a confidential chat.