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- Tasks: Provide holistic financial advice to clients on investments, pensions, and protection.
- Company: Thriving firm of Financial Planners in Sheffield with a supportive team.
- Benefits: Market-leading salary, bonuses, life cover, medical plan, and study support.
- Other info: Dynamic environment with excellent career growth and professional development opportunities.
- Why this job: Join a growing business and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven experience required.
The predicted salary is between 36000 - 60000 £ per year.
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.
Financial Advisor employer: Tempest Jones Recruitment
Contact Detail:
Tempest Jones Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from the firm or a related industry, have a quick and engaging introduction ready. Highlight your experience and what makes you a great fit for the role of Independent Financial Advisor.
✨Tip Number 3
Follow up after meetings or networking events. A simple thank-you email can go a long way. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the latest opportunities listed there, and applying directly can sometimes give you an edge. Plus, it shows you’re proactive and really interested in joining our team!
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your Level 4 Diploma in Regulated Financial Planning and any relevant experience in financial planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you're the perfect fit for our dynamic team. Don’t forget to mention your passion for building trusted relationships with clients.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to provide holistic financial planning. Whether it's successful client outcomes or innovative solutions you've provided, we want to see what makes you stand out!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Tempest Jones Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and tax planning. Familiarise yourself with the latest trends and regulations in the industry so you can speak confidently about them during the interview.
✨Showcase Your Communication Skills
Since strong communication is key for a Financial Advisor, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your ability to explain complex financial concepts in an engaging way.
✨Build Rapport
Demonstrate your ability to build trusted relationships by being warm and empathetic during the interview. Share examples from your past experiences where you successfully connected with clients, showing that you can create a comfortable environment for them.
✨Prepare Questions
Have a list of thoughtful questions ready to ask the interviewer. This shows your genuine interest in the role and the company. Inquire about their approach to client management or how they support their advisors in achieving Chartered status.