At a Glance
- Tasks: Deliver high-quality financial advice remotely to pre-booked clients.
- Company: Established independent financial planning business with a strong regional presence.
- Benefits: Competitive salary, secure income, and no need for client prospecting.
- Other info: Ideal for those seeking stability and excellent earning potential.
- Why this job: Enjoy advising clients without the stress of business development.
- Qualifications: Level 4 Diploma qualified with experience in financial advice or paraplanning.
The predicted salary is between 75000 - 75000 £ per year.
A fantastic opportunity has arisen for a Financial Adviser to join a well‑established, independent and directly authorised financial planning business with a strong regional presence across the Northwest.
What is on offer for the Financial Adviser?
- £Competitive, attractive remuneration structure with 1x validation
- Realistic earnings of around £75,000 including bonus
- All clients provided and all appointments pre-booked
- Remote advice, so no need to travel up and down the country
- An employed position offering the stability of a secure income
Financial Adviser Role Accountabilities
This is a full advice role where you will focus on delivering high-quality financial planning advice across retirement planning, pensions, investments, savings and protection to predominantly high earners. Most appointments will be remote via teams or on the telephone. All client meetings are first meetings, pre-booked into your diary by another department, meaning there is no need for any business development and absolutely no requirement for you to bring clients with you. This role would suit an experienced Financial Adviser who enjoys advising rather than prospecting and who values the support and consistency of working within a respected long established client‑focused firm. This would also be an ideal next step for a bancassurance adviser, servicing adviser or indeed a client facing Paraplanner looking to transition into advice. If you are looking for a secure employed role with an excellent flow of clients and strong earning potential, this could be the ideal next step in your career.
Financial Adviser Requirements
- Level 4 Diploma Qualified via CII or LIBF.
- Experience within a financial advice role, or paraplanning with client contact.
- A warm and engaging character who easily builds rapport and trust with clients.
- A polished and articulate communication style, both verbal and written.
- An ability to work in a fast paced and busy role motivated to give exceptional levels of service.
For further details on the Financial Adviser role or to apply, please send your CV to .com
Remote Financial Adviser – Pre-Booked Clients, Income in Ashley employer: Tempest Jones
Join a well-established, independent financial planning business in the Northwest that prioritises employee satisfaction and growth. With a competitive remuneration structure, all client appointments pre-booked, and the flexibility of remote work, this role offers a unique opportunity for Financial Advisers to focus on delivering exceptional service without the pressure of business development. Experience a supportive work culture that values your expertise and provides a stable income while you help clients achieve their financial goals.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Adviser – Pre-Booked Clients, Income in Ashley
✨Tip Number 1
Get to know the company! Research their values and culture so you can tailor your approach during interviews. This shows you're genuinely interested and helps you connect with the team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of a mirror. This will help you articulate your experience and skills confidently when it counts.
✨Tip Number 3
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building relationships can give you insider info and even a foot in the door for that Financial Adviser role.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. It’s a nice touch that keeps you on their radar and shows your enthusiasm for the position.
We think you need these skills to ace Remote Financial Adviser – Pre-Booked Clients, Income in Ashley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your Level 4 Diploma and any relevant experience in financial advice or paraplanning. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your warm and engaging character, and explain why you're passionate about delivering high-quality financial planning advice. Let us know why you’re the perfect fit for this role!
Showcase Your Communication Skills:Since this role involves remote advice, it's crucial to demonstrate your polished communication style. Make sure your written application is clear, concise, and free of errors. We love articulate candidates who can connect with clients effortlessly!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Tempest Jones
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around retirement planning, pensions, and investments. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in helping clients.
✨Practice Your Communication Skills
Since this role involves remote meetings, it's crucial to have a polished communication style. Practise articulating your thoughts clearly and engagingly, as building rapport with clients is key. Consider doing mock interviews with friends or family to refine your approach.
✨Showcase Your Experience
Be ready to discuss your previous roles and how they relate to this position. Highlight any experience you have in client-facing roles or paraplanning, and be specific about how you've successfully built trust and rapport with clients in the past.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and its approach to client service. This shows that you're not only interested in the role but also in how you can contribute to their success. It’s a great way to demonstrate your enthusiasm and fit for the team.
