Client-Facing Junior Financial Adviser – Yorkshire in Sheffield

Client-Facing Junior Financial Adviser – Yorkshire in Sheffield

Sheffield Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Tempest Jones

At a Glance

  • Tasks: Provide financial advice on investments, pensions, and protection to clients across Yorkshire.
  • Company: Join a growing practice with a supportive team culture.
  • Benefits: Full training provided, flexible working options, and career progression opportunities.
  • Other info: Opportunity for face-to-face meetings and occasional travel within Yorkshire.
  • Why this job: Inherit a loyal client bank and make a real difference in clients' financial lives.
  • Qualifications: Passion for finance and strong communication skills are essential.

The predicted salary is between 30000 - 40000 Β£ per year.

Tempest Jones Consulting is recruiting a Junior Financial Adviser to join a growing practice in Yorkshire.

You will inherit a loyal client bank and provide advice across investments, pensions, IHT and protection on an ongoing basis.

Meetings will be conducted face-to-face, virtually and by telephone with clients throughout Yorkshire, with occasional travel to Wakefield, Huddersfield and Sheffield.

Full training for paraplanners transitioning to client-facing roles is provided.

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Client-Facing Junior Financial Adviser – Yorkshire in Sheffield 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.

Tempest Jones

Contact Details:

Tempest Jones Recruitment Team

We think you need these skills to ace Client-Facing Junior Financial Adviser – Yorkshire in Sheffield

Client Relationship Management
Financial Advisory Skills
Investment Knowledge
Pension Planning
Inheritance Tax (IHT) Knowledge
Protection Advice
Communication Skills