Financial Advisor

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.