Independent Financial Planner β€” Hybrid, Equity & Chartered in Leeds

Independent Financial Planner β€” Hybrid, Equity & Chartered in Leeds

Leeds Full-Time 35000 - 45000 Β£ / year (est.) No working from home possible
Tempest Jones

At a Glance

  • Tasks: Manage client portfolios and provide tailored financial advice in a supportive environment.
  • Company: Join Tempest Jones, a successful firm with a strong reputation in Leeds.
  • Benefits: Enjoy a competitive salary, bonuses, and support for achieving Chartered status.
  • Other info: Hybrid work model with opportunities for professional development and equity stake.
  • Why this job: Make a real difference in clients' lives while growing your career in finance.
  • Qualifications: Experience in financial planning and a passion for helping clients succeed.

The predicted salary is between 35000 - 45000 Β£ per year.

Tempest Jones is seeking an Independent Financial Planner to join their successful firm in Leeds on a hybrid basis. The role offers a competitive salary, a strong bonus structure, and a comprehensive benefits package, including support to achieve Chartered status.

The successful candidate will manage an established client bank and be supported by a dedicated administration and paraplanning team. This position promises ongoing professional development and equity stake in a growing business.

Independent Financial Planner β€” Hybrid, Equity & Chartered in Leeds employer: Tempest Jones

Tempest Jones is an exceptional employer, offering a dynamic work culture that prioritises professional growth and employee well-being. With a strong emphasis on support for achieving Chartered status and a competitive benefits package, employees can thrive in their careers while enjoying the advantages of a hybrid working model in the vibrant city of Leeds. The opportunity to manage an established client bank alongside a dedicated team further enhances the rewarding experience of being part of this growing firm.

Tempest Jones

Contact Details:

Tempest Jones Recruitment Team

We think you need these skills to ace Independent Financial Planner β€” Hybrid, Equity & Chartered in Leeds

Financial Planning
Client Management
Chartered Status Support
Team Collaboration
Professional Development
Equity Stake Understanding
Analytical Skills