At a Glance
- Tasks: Provide financial advice and support to clients on investments, pensions, and protection.
- Company: Join a growing practice of Financial Planners in Yorkshire with a supportive culture.
- Benefits: Full training, established client bank, and bonuses for retention and business quality.
- Other info: Dynamic team environment with a focus on client relationships and professional development.
- Why this job: Kickstart your career in financial advising with excellent growth opportunities and support.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial planning roles.
Overview
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. This is an exciting opportunity to join an accomplished business during a period of significant growth.
This is a servicing role, suitable for an experienced Financial Adviser or a Trainee or Junior Financial Adviser such as a Paraplanner looking to take on their first advice role.
Responsibilities
What will the role entail?
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. Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients.
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. You will be given all the support you require to gain competent adviser status.
Qualifications
- 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.
- Ability to build trusted relationships with clients in a professional and engaging way.
- A warm and empathetic manner when speaking to clients.
- Competence completing accurate bespoke advice reports.
- Strong record of compliance and business quality in previous roles.
Junior Financial Advisor 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.
