Junior Financial Planning Consultant

ZipRecruiter; Leeds; On-site; GBP 24,000 - 26,000; Full time

Job summary

A leading financial services business is seeking a dynamic Junior Financial Planning Consultant in Leeds. This telephone-based role offers a unique career path into becoming a fully qualified Independent Financial Adviser, backed by structured training and support. Applicants should have sales or telesales experience, strong communication skills, and a desire for career development. The position includes substantial benefits such as a competitive salary, ongoing professional development, and flexible hours.

Benefits

25 days holiday + bank holidays

Annual performance bonus

Flexible hours

Ongoing professional development and exam support

Friday 4pm finishes

Qualifications

• Experience in sales, telesales, or target-driven environments required.
• Motivation to learn and hit targets.
• Desire to progress into financial planning roles.

Responsibilities

• Handling inbound and outbound calls with potential clients.
• Qualifying customer needs and connecting them to expert advice services.
• Logging activity and results within a regulated CRM system.

Skills

Communication

Time Management

Sales

Telesales

Job description

Job Description

Junior Financial Planning Consultant - Telephone Based

Leeds£24,000 - £26,000

Realistic OTE of £35,000+ with progression potential

Are you a driven and enthusiastic sales professional with an interest in the world of financial services? NJR Recruitment is exclusively working with a dynamic and growing financial services business to recruit a Telephone Sales Consultant—a role designed to offer genuine career development into becoming a fully qualified Independent Financial Adviser (IFA)

Why Apply?

This is a rare opportunity to enter the financial services sector with a structured training path toward becoming an IFA. If you have experience in telesales or customer-focused roles and are ambitious to build a long-term career, this could be your launchpad.

What You’ll Be Doing:

• Handling inbound and outbound calls with potential clients
• Qualifying customer needs and connecting them to expert advice services
• Logging activity and results within a regulated CRM system
• Working to clear KPIs within a highly supportive, team-focused environment

What We’re Looking For:

• Experience in sales, telesales, or a target-driven environment
• Excellent communication and time management skills
• Desire to progress into a financial planning role (support towards R01/DiPFA/Certs)
• Motivation to learn, hit targets, and earn bonus

What You’ll Get:

• A clearly defined route into financial advice
• Ongoing professional development and exam support
• 25 days holiday + bank holidays (with increases over time)
• Annual performance bonus, Friday 4pm finishes, and a strong benefits package
• Flexible hours

This is more than just a sales job—it's a career gateway into regulated financial advice, backed by expert mentors and a modern, forward-thinking business.

Interested? Apply now or contact NJR Recruitment for a confidential conversation quoting NJR15818