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For Companies At a Glance
- Tasks: Provide holistic financial advice to clients and build strong relationships.
- Company: Thriving firm of Independent Financial Planners in York.
- Benefits: Attractive bonuses, hybrid working, and full study support for Chartered status.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong communication skills.
- Other info: Supportive environment with a focus on professional development and client relationships.
The predicted salary is between 36000 - 60000 £ per year.
Tempest Jones Consulting is delighted to be working with a thriving firm of Independent Financial Planners in York who specialise in the provision of holistic financial planning as they now embark on their search for an additional Financial Adviser. This is an exciting opportunity for a Financial Adviser to join an accomplished business during a period of significant growth.
Core Accountabilities:
- The successful candidate will inherit prolific clients, providing advice across whole of market investments, pensions, IHT and protection.
- You will conduct mainly face-to-face meetings with clients across York and surrounding area, building rapport offering exceptional listening and empathy along with a warm and supportive approach to the delivery of your advice.
- You will build relationships with an internal highly skilled administration and paraplanning team, who will assist you and enable you to focus on client meetings and relationship management.
The Offering:
- This role offers attractive bonus potential and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status.
Essential Criteria:
- Level 4 Diploma in Regulated Financial Planning.
- Some experience in financial planning, ideally as Independent Financial Adviser, however candidates are also welcomed to apply should they currently be in a restricted or tied role, or be relatively new to advice.
- 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 for further information or a confidential chat.
Financial Adviser employer: Tempest Jones
Contact Detail:
Tempest Jones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Attend local financial events or workshops in York to meet potential clients and industry peers. Building relationships face-to-face can really set you apart from the competition.
✨Tip Number 2
Practice your pitch! Before heading into client meetings, rehearse how you'll present your services. Make sure you can convey your expertise and empathy clearly – it’s all about making that personal connection.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your knowledge and connect with potential clients. Share insights on financial planning topics to establish yourself as a go-to expert in the field.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to get your foot in the door. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Adviser role. Highlight your Level 4 Diploma and any relevant experience in financial planning to catch our eye!
Showcase Your Communication Skills: Since strong communication is key for this role, use your application to demonstrate how you’ve effectively interacted with clients in the past. Share examples that show your warm and empathetic approach.
Be Authentic: We love seeing the real you! Don’t be afraid to let your personality shine through in your application. Share your passion for financial planning and how you build trusted relationships with clients.
Apply Through Our Website: For a smoother application process, make sure to apply through our website. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Tempest Jones
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and IHT. Being able to discuss these topics confidently will show that you're well-prepared and serious about the role.
✨Practice Your People Skills
Since this role involves a lot of face-to-face meetings, practice your communication skills. Role-play with a friend or family member to get comfortable building rapport and showing empathy during conversations.
✨Understand the Company Culture
Do some research on Tempest Jones Consulting and their approach to financial planning. Knowing their values and how they operate will help you align your answers with what they’re looking for in a candidate.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This shows your interest in the role and helps you gauge if the company is the right fit for you. Think about asking about their support for achieving Chartered status or how they foster client relationships.