At a Glance
- Tasks: Provide holistic financial planning advice to clients and manage relationships.
- Company: Join a successful firm in Leeds with a dynamic and supportive team.
- Benefits: Competitive salary, bonus structure, equity stake, and full study support.
- Other info: Access to bespoke technology and a skilled support team for seamless client management.
- Why this job: Be part of 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 50000 - 65000 £ per year.
Competitive salary + benefits package, bonus & equity stake
- Full-time | Permanent
- Competitive basic salary
- Trail income which will bring you to bonus threshold immediately
- Highly competitive bonus structure
- Equity stake
- Medical cash-back plan
- Full study support to Chartered status
- High-quality new business leads
Tempest Jones Consulting is thrilled to be working with a long-established and highly successful firm of Financial Planners in Leeds who specialise in the provision of holistic financial planning. They are now seeking an Independent Financial Planner to join a dynamic and supportive team to be based from Leeds on a hybrid basis.
The successful candidate will inherit an established client bank, providing advice across investments, pensions, IHT and protection, with a focus on private individuals and a smaller element of corporate clients. This is an exciting opportunity to join an accomplished business during a period of significant growth and expansion.
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. You will have access to the latest bespoke built technology to free up your time so you do not get bogged down with any administration at all.
This role offers a competitive salary, attractive bonus structure and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status, if you do not possess this already. You will also be offered an equity stake in the business.
Requirements:
- Level 4 Diploma in Regulated Financial Planning minimum, ideally working towards or with a willingness to work towards Chartered.
- 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: Apply now by submitting your CV or contact Jenny Brophy on jenny@tempestjones.com for further information or to arrange a confidential chat.
Financial Planner in Leeds employer: Tempest Jones
Tempest Jones Consulting offers an exceptional work environment for Financial Planners in Leeds, characterised by a competitive salary and a comprehensive benefits package that includes bonuses and equity stakes. The company fosters a dynamic and supportive culture, providing ample opportunities for professional growth, including full study support to achieve Chartered status, while ensuring you can focus on client relationships with the backing of a skilled administration team and cutting-edge technology.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Tempest Jones. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Tempest Jones.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Tempest Jones's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Tempest Jones
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Tempest Jones.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Tempest Jones will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Tempest Jones employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
