At a Glance
- Tasks: Provide holistic financial advice to clients and build strong relationships.
- Company: Established firm of Independent Financial Planners in Leeds with a focus on growth.
- Benefits: Competitive salary, performance bonuses, life cover, medical cash-back plan, and hybrid working.
- Other info: Enjoy ongoing professional development and support to achieve Chartered status.
- Why this job: Join a successful team and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven experience in financial planning.
The predicted salary is between 49500 - 60500 £ per year.
Established client bank on offer from retiring adviser.
Market-leading basic salary.
Performance and quality-related bonuses.
Life cover (4 x salary).
Medical cash-back plan.
Hybrid working.
Full study support.
High-quality new business leads.
Tempest Jones Consulting is delighted to be working with a long-established and highly successful firm of Independent Financial Planners in Leeds 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 an experienced Financial Adviser to join an accomplished business during a period of significant growth and expansion.
Core Accountabilities:
The successful candidate will be responsible for providing advice across whole of market investments, pensions, IHT and protection, with a focus on private individuals. 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 conduct mainly face-to-face meetings with clients across Leeds and West Yorkshire, building rapport offering exceptional listening and empathy along with a warm and supportive approach to the delivery of your advice. You will have support from a highly skilled administration and paraplanning team, who will assist you and enable you to focus on client meetings and relationship management, so you are not 'bogged down' with back office paperwork.
The Offering:
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. 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, ideally as Independent Financial Adviser, however candidates are also welcomed to apply should they currently be in a restricted or tied 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.
Financial Adviser in Guiseley employer: Tempest Jones
Tempest Jones is an exceptional employer, offering a dynamic work environment where innovation meets excellence in the healthcare construction sector. With a strong focus on employee development and a commitment to delivering impactful projects, team members enjoy competitive salaries, comprehensive benefits, and opportunities for professional growth. Located in the UK, our collaborative culture fosters creativity and strategic thinking, making it an ideal place for those looking to make a meaningful contribution to major healthcare initiatives.
