Tempest Jones

Independent Financial Advisor - Sheffield Market-leading basic salary Performance and quality-related bonuses Client bank provided Life cover (4 x salary) Medical cash-back plan Hybrid working Full study support to Chartered status 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 Sheffield 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 Advisor - Core Accountabilities The successful candidate will inherit a loyal client bank, providing advice across whole of market investments, pensions, IHT and protection, with a focus on private individuals and a smaller element of corporate clients. 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 Sheffield, South Yorkshire and Derbyshire, building rapport offering exceptional listening and empathy along with a warm and supportive approach to the delivery of your advice. You will build relationships with an internal 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 Advisor - 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, this role presents an exciting and unique opportunity for somebody seeking a long-term position within a progressive business. Financial Advisor - 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. Financial Advisor - To apply Please send your CV to . com for further information or a confidential chat.

Paraplanner Harrogate Hybrid to offer better work life balance Market-Leading Salary + Excellent Benefits A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Harrogate office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional yet family-friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. Paraplanner - What's on Offer: Market-leading salary , with top bracket for highly experienced or qualified Paraplanners. Hybrid working pattern for a better work-life balance. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. Paraplanner role responsibilities: This is a traditional paraplanning role working closely and in collaboration with financial advisers. Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more about Paraplanner role: Please send your CV to or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.

IFA Administrator Competitive salary depending on experience and qualifications Study Support Hybrid working pattern Parking Attractive benefits package Friendly team environment Professional offices on outskirts of Leeds Tempest Jones is excited to be recruiting for is a thriving national chartered financial planning practice as they embark on their search for an additional IFA Administrator. This practice specialises in provision of holistic advice on whole of market pensions, investments, estate planning, tax planning and protection. They are now seeking an IFA Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios. This role offers an exceptional opportunity to work in an incredibly supportive environment that promotes ongoing career development and progression, including industry exam sponsorship. This is a really exciting time to join a business that is undergoing a period of growth. IFA Administrator key responsibilities: Managing both new and existing client accounts Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments Accessing provider platforms to gather essential information and action fund switches under instruction from advisers Processing business accurately and promptly in line with compliance guidelines Document preparation, scanning, and data input as required Diary management and other ad hoc tasks as requested by advisers Answering telephones professionally and courteously, providing information and assistance to advisers and third parties Working collaboratively with a friendly team of advisers and paraplanners. Requirements of IFA Administrator: Professional background within an administrative capacity, ideally with exposure to pensions and investments. Confidence using Microsoft Office, Word and Excel. Curo knowledge would be highly advantageous. Excellent communication skills both verbal and written. Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK. If you are an experienced IFA Administrator looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you! Apply by sending your cv to

Paraplanner Chesterfield Hybrid Market-Leading Salary + Excellent Benefits A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Chesterfield office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional yet family-friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. Paraplanner - What's on Offer: Market-leading salary , with top bracket for highly experienced or qualified Paraplanners. Hybrid working pattern for a better work-life balance. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. Paraplanner role responsibilities: This is a traditional paraplanning role working closely and in collaboration with financial advisers. Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more about Paraplanner role: Please send your CV to or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.

Paraplanner Cardiff Hybrid Working 3+2 or home working if North Wales based Full-Time, Permanent Competitive Salary (Dependent on Experience & Qualifications) We're excited to be partnering with a forward-thinking, client-focused financial planning firm who are expanding their Cardiff team and embarking on their search for an additional Paraplanner. This is a rare chance to join a respected business that combines professional excellence with a supportive and modern working culture. Based in the heart of Cardiff, you'll enjoy all the benefits of working in a vibrant city with a strong financial services presence, while also having the flexibility of a hybrid working model. Why this Paraplanner role stands out: Competitive salary, with enhanced rates for Chartered or highly experienced Paraplanners. Hybrid working pattern (3 days office, 2 days from home). or fully home based. Full study support towards Chartered status and beyond. A collaborative, friendly culture where your input is valued. The Paraplanner Role: You'll be central to the delivery of first-class financial advice, providing technical research and report writing support to a team of Independent Financial Advisers. From pensions and investments through to complex estate planning scenarios, the paraplanner role offers broad exposure and the chance to continually grow your technical expertise. Day to day tasks: Conducting in-depth technical research to support advisers with their recommendations. Gathering, analysing and comparing client financial details to create clear, tailored solutions. Drafting well-structured and compliant suitability reports across pensions, investments and protection. Contributing ideas to improve processes and raise standards within the team. Working collaboratively with wider paraplanning team, administrators and advisers. About You: Experience in a technical paraplanning or hybrid paraplanning/ admin role, ideally within an IFA or wealth management environment. Strong knowledge of pension and investment products. Ideally Level 4 Diploma qualified (or working towards this). Detail-driven with excellent communication skills and a proactive team approach. To apply or find out more Please contact Jenny at . com for further detail. All enquiries will be handled in the strictest confidence.

Paraplanner A competitive salary, dependent on experience and qualification No requirement to have level 4 Diploma, but you will be supported to achieve this. IMPRESSIVE Leeds city centre location, stone's throw from train station Progression opportunities within a growing business A collaborative, professional and friendly working environment Life cover and pension contributions Tempest Jones is excited to be working with a boutique financial planning practice based in Leeds city centre as they embark on their search for an additional Paraplanner. The firm provides truly holistic advice to high-net-worth clients, many of whom have investable assets in excess of £2 million. They pride themselves on delivering a personal, long-term service, and are entering an exciting period of growth, making this a great time to join and grow with the business. This role is not to work for a consolidator. This role would suit a paraplanner or a highly experienced financial planning administrator who has had some exposure to report writing and research, keen to build their skills in this area. Paraplanner - Key Accountabilities This is a varied role with exposure to all areas of financial planning. Whilst the vast majority of the time will be spent paraplanning, you will be happy to support your administration colleagues to deliver a seamless service. Your responsibilities will include: Gathering policy information, preparing research, analysis and comparison reports. Supporting the production of bespoke highly intricate suitability reports. Acting as technical referral point to colleagues. Assisting the administration team as needed with client valuations, applications, and processing during busy periods. Managing incoming calls and client enquiries in a professional, polite and friendly manner. Working closely with the already established Paraplanner, Financial Planners and Administration team to ensure a seamless client experience. Maintaining accurate records and ensuring compliance with internal processes. The role would suit a Paraplanner who enjoys being hands-on in a small, close-knit team and who wants to build a strong understanding of the full advice process with lots of client contact. This is not a pure report writing role and will require somebody who is happy to 'roll up their sleeves' and support their team members. Paraplanner - The Offering You don't need to be Level 4 Diploma qualified - the company will fully support your professional development and progression towards this qualification. If you have some exams already however, that's great! You'll benefit from genuine career growth opportunities as the firm expands, alongside mentoring and exposure to high-quality client work from day one. This position offers: A competitive salary, dependent on experience and qualification Study support towards the Level 4 Diploma in Regulated Financial Planning Progression opportunities within a growing business A collaborative, professional and friendly working environment in central Leeds Life cover and pension contributions Paraplanner - To Apply If you're detail-focused, personable and keen to develop your career in financial planning, we'd love to hear from you. Please send your CV or reach out in confidence for more information at . com

Paraplanner Full-Time, or part time available, Permanent £45,000 - £50,000 per annum (DOE + benefits) We're currently working in partnership with a leading financial planning firm based in Tyne and Wear to recruit an experienced Paraplanner to join their thriving team as either Paraplanner or Senior Paraplanner. This is an excellent opportunity for a confident and technically strong paraplanner to take the next step in their career, joining a forward-thinking firm that genuinely values quality advice, collaboration, and professional development. Paraplanner - What's on offer? Competitive salary - top-end available for highly experienced/ chartered professionals/ managers Hybrid working, part or full time Career progression - with structured development and support Free onsite parking A supportive and inclusive team culture Paraplanner - The opportunity and key responsibilities As a Paraplanner, you will provide technical support to a team of Financial Advisers, while also taking a lead role in mentoring and developing less experienced team members, should you have experience in this in a former role. You'll play a crucial part in shaping high-quality financial planning strategies, producing detailed reports, and contributing to continuous improvements across the team. This is a fantastic opportunity for an experienced Paraplanner who's looking to step up, lead by example, and work with a progressive, people-focused financial planning business. Tasks will involve: Conducting technical research and analysis to support advisers and meet client goals. Drafting clear, compliant suitability reports across a broad range of advice areas. Assisting in the review and enhancement of internal processes and documentation standards. Supporting the leadership team in training, coaching, and developing paraplanners should you have extensive experience and a desire to share best practice. Paraplanner - Skills and Experience Requirements Proven experience within the financial services industry, ideally within an IFA or wealth management environment. Strong technical knowledge in pensions and investments, with excellent written and verbal communication skills. Holds the Level 4 Diploma in Financial Planning (or equivalent), or working towards chartered. Paraplanner - To apply or find out more Please contact Jenny at . com. All applications and enquiries will be handled in strictest confidence.

Paraplanner Newcastle Hybrid 3+2 Full-Time, or part time - Permanent Market-Leading Salary + Excellent Benefits A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Newcastle office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional yet family-friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. What's on Offer: Market-leading salary , with top bracket for highly experienced or qualified Paraplanners. Hybrid working pattern (3 office / 2 home) for a better work-life balance. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. The Role: This is a true paraplanning role working closely and in collaboration with financial advisers. Key Responsibilities: Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements About You: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more Please send your CV to . com or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence. Paraplanner, Newcastle, Paraplanning, tyne and wear, wealth analyst.

Independent Financial Planner - York Market-leading basic salary Performance and quality-related bonuses Established client bank provided Life cover (4 x salary) Medical cash-back plan Hybrid working Full study support to Chartered status High-quality new business leads Tempest Jones Consulting is delighted to be working with a long-established and highly successful firm of Financial Planners in York who specialise in the provision of holistic financial planning. This is an exciting opportunity to join an accomplished business during a period of significant growth and expansion. We are seeking an Independent Financial Planner to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection, with a focus on private individuals and a smaller element of corporate clients. 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 be supported by a highly skilled administration and paraplanning team, enabling you to focus on client meetings and relationship management. 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 will come with significant opportunity to move into leadership and a more strategic role in the future, should this be of interest. As such it really does present an exciting and unique opportunity for somebody seeking a long-term position within a progressive business. Essential criteria Level 4 Diploma in Regulated Financial Planning. Proven experience in a financial planning 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. To apply Please send your CV to . com for further information or a confidential chat.