At a Glance
- Tasks: Provide holistic financial advice and build strong client relationships.
- Company: Established firm of Independent Financial Planners in Leeds with a focus on growth.
- Benefits: Market-leading salary, bonuses, medical cash-back plan, and full study support.
- Other info: Supportive environment with opportunities for professional development and achieving Chartered status.
- Why this job: Join a successful team during exciting growth and make a real impact in clients' lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong communication skills.
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.
Medical cash-back plan.
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 Advisor. This is an exciting opportunity for an experienced Financial Advisor to join an accomplished business during a period of significant growth and expansion.
Financial Adviser - 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.
Financial Adviser - 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.
Requirements
- 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.
Independent Financial Advisor in Leeds 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.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor 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 Independent Financial Advisor 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.
