At a Glance
- Tasks: Provide financial advice on investments, pensions, and protection to clients.
- Company: Join a growing practice of Financial Planners in Yorkshire.
- Benefits: Full training, established client bank, and bonuses for retention and quality.
- Other info: Dynamic role with opportunities for face-to-face and virtual client interactions.
- Why this job: Kickstart your career in financial advising with a supportive team and loyal clients.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial services.
The predicted salary is between 50000 - 60000 £ per year.
Junior Financial Adviser in Sheffield or Wakefield. Full-time | Permanent.
This is a servicing role, perfect for a Paraplanner seeking to transition to advice, or a bancassurance adviser provided Level 4 Diploma is attained. Full training is given and support to gain sign off with CAS. An established client bank is provided along with retention and business quality-related bonuses.
Tempest Jones Consulting is thrilled to be working with a growing practice of Financial Planners in Yorkshire as they embark on their search for an additional Financial Adviser. This business specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax/estate planning, to individuals and owner-managed businesses.
We are seeking a Junior Financial Adviser to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis. You will conduct a mixture of face-to-face, virtual and telephone appointments with clients throughout Yorkshire, including some travel to Wakefield, Huddersfield and Sheffield.
This company offers full training to an experienced financial services professional such as a paraplanner with the Level 4 Diploma, looking to take their first step into a client-facing advising role. Candidates should have:
- Level 4 Diploma in Regulated Financial Planning.
- Proven experience in a financial planning related role such as Paraplanning, or experience as a servicing financial adviser, banking adviser or financial planning BDM.
- Strong communication skills and confidence in both face-to-face and telephone interactions.
- Strong record of compliance and business quality in previous roles.
Financial Advisor (Investments / Pensions) 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.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor (Investments / Pensions) in Sheffield
✨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 Advisor (Investments / Pensions) in Sheffield
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.
