Independent Financial Advisor

Tempest Jones; Leeds; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Medical cash-back plan

Full study support

High-quality new business leads

Performance bonuses

Job summary

Tempest Jones Consulting in Leeds is seeking an experienced Financial Adviser to join a long-established firm of Independent Financial Planners. You will provide advice across investments, pensions, IHT and protection for private individuals, with a focus on delivering holistic financial planning.

You will work with an administration and paraplanning team to enable client meetings and relationship management, while benefiting from high-quality leads and ongoing professional development,

Qualifications

• Proven experience in a financial planning role, ideally as Independent Financial Adviser; strong client service focus.
• Strong communication skills and confidence in face-to-face interactions.
• Ability to build trusted relationships with clients and deliver holistic financial planning.

Responsibilities

• Provide advice across whole-of-market investments, pensions, IHT and protection for private individuals.
• Generate steady flow of new opportunities via online enquiries, referrals, website leads and networking.
• Conduct mainly face-to-face meetings with clients across Leeds and West Yorkshire; build rapport and deliver high-quality service.
• Work with a support team to focus on client meetings and relationship management, minimizing back-office tasks.

Skills

Communication skills

Relationship building

Client meetings

Empathy

Education

Level 4 Diploma in Regulated Financial Planning

Job description

• Established client bank on offer from retiring adviser
• Market-leading basic salary
• Performance and quality-related bonuses
• Medical cash-back plan
• 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.

• 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.

Financial Adviser - To apply