Financial Adviser

Tempest Jones; Guiseley; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Full study support

Life cover (4 x salary)

Medical cash-back plan

Established client bank on offer from退

Job summary

Tempest Jones Consulting is seeking an experienced Independent Financial Adviser for a Leeds-based role. You will provide comprehensive advice across investments, pensions, IHT and protection, servicing an established client base while developing new opportunities.

You will work with a supportive admin team and paraplanning colleagues, enjoy hybrid working, and have the chance to progress towards Chartered status with ongoing professional development.

Qualifications

• Proven experience in a financial planning role, ideally as Independent Financial Adviser.
• Strong communication skills in 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.

Responsibilities

• Provide advice across whole of market investments, pensions, IHT and protection.
• Servicing existing clients and generating new opportunities via referrals, website leads and networking.
• Conduct mainly face-to-face meetings with clients across Leeds and West Yorkshire.
• Receive support from a skilled admin and paraplanning team to focus on client meetings and relationship management.

Skills

Strong communication skills

Relationship building

Empathy

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Independent Financial Adviser - Leeds

• Established client bank on offer from retiring adviser
• Market-leading basic salary
• Performance and quality-related bonuses
• Life cover (4 x salary)
• Medical cash-back plan
• Hybrid working
• 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 paper work.

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.

Financial Adviser - Essential criteria

• 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.