Financial Planning Specialist

4 days ago

Sheffield, Sheffield, United Kingdom Tempest Jones Full time
Join Our Team as an Independent Financial Planner

About the Role:

We are seeking an experienced and skilled Independent Financial Planner to join our team at Tempest Jones Consulting. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Provide comprehensive financial planning advice to clients, including investment, pension, IHT, and protection planning.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Conduct regular reviews and updates with clients to ensure their financial plans remain on track.
  • Work closely with our administration and paraplanning team to ensure seamless delivery of services to clients.
  • Identify new business opportunities and develop strategies to grow our client base.

Requirements:

  • Level 4 Diploma in Regulated Financial Planning.
  • Proven experience in a financial planning role, with a strong track record of delivering high-quality advice to clients.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Confidence and ability to work independently, with minimal supervision.

What We Offer:

  • A competitive salary, with the opportunity to earn bonus.
  • A comprehensive benefits package, including company pension, life insurance, and private medical insurance.
  • Opportunities for professional development and growth, including support for Chartered status.
  • A dynamic and supportive team environment, with a strong focus on client satisfaction.

  • Financial Planning Specialist

    5 days ago

    Sheffield, Sheffield, United Kingdom Clayton Davies Full time

    Job Title: Independent Financial AdvisorAt Clayton Davies, we are seeking a highly skilled and experienced Financial Planning Specialist to join our team. As an Independent Financial Advisor, you will play a crucial role in providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Provide...

  • Financial Planning Specialist

    5 days ago

    Sheffield, Sheffield, United Kingdom Clayton Davies Full time

    Job Title: Independent Financial AdvisorAt Clayton Davies, we are seeking a highly skilled and experienced Financial Planning Specialist to join our team. As an Independent Financial Advisor, you will play a crucial role in providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Provide...

  • Financial Planning Specialist

    1 day ago

    Sheffield, Sheffield, United Kingdom Clayton Davies Full time

    Job Description:Our client, Clayton Davies, is a reputable wealth management firm seeking a skilled Financial Planning Specialist to join their team. As a Wealth Management Consultant, you will provide expert, independent financial advice to clients across the UK, covering all aspects of financial planning.Key Responsibilities:Deliver comprehensive, holistic...

  • Financial Planning Specialist

    1 day ago

    Sheffield, Sheffield, United Kingdom Clayton Davies Full time

    Job Description:Our client, Clayton Davies, is a reputable wealth management firm seeking a skilled Financial Planning Specialist to join their team. As a Wealth Management Consultant, you will provide expert, independent financial advice to clients across the UK, covering all aspects of financial planning.Key Responsibilities:Deliver comprehensive, holistic...

  • Financial Planning and Analysis Specialist

    4 days ago

    Sheffield, Sheffield, United Kingdom Sewell Wallis Ltd Full time

    About the RoleSewell Wallis Ltd is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will play a crucial role in driving business growth and success.Key ResponsibilitiesLead the development and implementation of financial planning and analysis processesCollaborate with...

  • Financial Planning and Analysis Specialist

    4 days ago

    Sheffield, Sheffield, United Kingdom Sewell Wallis Ltd Full time

    About the RoleSewell Wallis Ltd is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will play a crucial role in driving business growth and success.Key ResponsibilitiesLead the development and implementation of financial planning and analysis processesCollaborate with...

  • Financial Planning and Analysis Specialist

    2 days ago

    Sheffield, Sheffield, United Kingdom Michael Page Finance Full time

    About the RoleThe Michael Page Finance team is seeking a highly skilled Financial Planning and Analysis Specialist to join our client's commercial finance function. As a key member of the team, you will be responsible for providing insightful financial planning and analysis to support key business decisions.Key ResponsibilitiesLead on budgeting and...

  • Financial Planning and Analysis Specialist

    2 days ago

    Sheffield, Sheffield, United Kingdom Michael Page Finance Full time

    About the RoleThe Michael Page Finance team is seeking a highly skilled Financial Planning and Analysis Specialist to join our client's commercial finance function. As a key member of the team, you will be responsible for providing insightful financial planning and analysis to support key business decisions.Key ResponsibilitiesLead on budgeting and...

  • Financial Planning and Analysis Specialist

    7 days ago

    Sheffield, Sheffield, United Kingdom Michael Page Finance Full time

    About the RoleThe Michael Page Finance team is seeking a highly skilled Financial Planning and Analysis Specialist to join our client's commercial finance function. As a key member of the team, you will play a crucial role in supporting the Accounting & Finance department by providing insightful financial planning and analysis that will aid in key decision...

  • Financial Planning and Analysis Specialist

    6 days ago

    Sheffield, Sheffield, United Kingdom Michael Page Finance Full time

    About the RoleThe Michael Page Finance team is seeking a highly skilled Financial Planning and Analysis Specialist to join our client's commercial finance function. As a key member of the team, you will play a crucial role in supporting the Accounting & Finance department by providing insightful financial planning and analysis that will aid in key decision...

  • Financial Planning and Analysis Specialist

    2 days ago

    Sheffield, Sheffield, United Kingdom Michael Page Finance Full time

    About the RoleThe Michael Page Finance team is seeking a highly skilled Financial Planning and Analysis Specialist to join our client's commercial finance function. As a key member of the team, you will be responsible for providing insightful financial planning and analysis to support key business decisions.Key ResponsibilitiesLead on budgeting and...

  • Financial Planning and Analysis Specialist

    2 days ago

    Sheffield, Sheffield, United Kingdom Michael Page Finance Full time

    About the RoleThe Michael Page Finance team is seeking a highly skilled Financial Planning and Analysis Specialist to join our client's commercial finance function. As a key member of the team, you will be responsible for providing insightful financial planning and analysis to support key business decisions.Key ResponsibilitiesLead on budgeting and...

  • Financial Planning Specialist

    10 hours ago

    Sheffield, Sheffield, United Kingdom Tempest Jones Full time

    Independent Financial Planner OpportunityTempest Jones Consulting is proud to represent a highly successful firm of Financial Planners in their South Sheffield office, offering an exciting opportunity for an Independent Financial Planner to join their dynamic team.The successful candidate will inherit and service an existing bank of loyal clients, handling...

  • Financial Planning Specialist

    13 hours ago

    Sheffield, Sheffield, United Kingdom Tempest Jones Full time

    Independent Financial Planner OpportunityTempest Jones Consulting is proud to represent a highly successful firm of Financial Planners in their South Sheffield office, offering an exciting opportunity for an Independent Financial Planner to join their dynamic team.The successful candidate will inherit and service an existing bank of loyal clients, handling...

  • Financial Planning Associate

    3 weeks ago

    Sheffield, Sheffield, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENT LIMITEDSpecialists in Financial Services RecruitmentPosition: ParaplannerLocation: SheffieldCompensation: £35,000 to £37,000 with quarterly bonus potentialPerks:Competitive salaryParticipation in a Bonus SchemeGenerous 8% non-contributory pension planCity Centre Parking ProvidedFlexible hybrid working arrangementsOpportunities for...

  • Financial Planning Trainee

    13 hours ago

    Sheffield, Sheffield, United Kingdom Recruit UK Full time

    Job Title: Financial Planning TraineeIndustry: Financial ServicesLocation: SheffieldSalary: Up to £40,000Job Description:About the Role:We are seeking a highly motivated and experienced financial planning professional to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will be responsible for providing exceptional client...

  • Financial Planning Trainee

    15 hours ago

    Sheffield, Sheffield, United Kingdom Recruit UK Full time

    Job Title: Financial Planning TraineeIndustry: Financial ServicesLocation: SheffieldSalary: Up to £40,000Job Description:About the Role:We are seeking a highly motivated and experienced financial planning professional to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will be responsible for providing exceptional client...

  • Financial Planning Trainee

    4 days ago

    Sheffield, Sheffield, United Kingdom Recruit UK Full time

    Job Title: Financial Planning TraineeIndustry: Financial ServicesLocation: SheffieldSalary: Up to £40,000Job Description:About the Role:We are seeking a highly motivated and experienced financial planning professional to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will be responsible for providing exceptional client...

  • Financial Planning Trainee

    4 days ago

    Sheffield, Sheffield, United Kingdom Recruit UK Full time

    Job Title: Financial Planning TraineeIndustry: Financial ServicesLocation: SheffieldSalary: Up to £40,000Job Description:About the Role:We are seeking a highly motivated and experienced financial planning professional to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will be responsible for providing exceptional client...

  • Financial Planning and Analysis

    3 days ago

    Sheffield, Sheffield, United Kingdom Michael Page (UK) Full time

    About Our CompanyMichael Page (UK) is a leading recruitment agency in the UK, providing expert recruitment services to businesses across various industries.Job OverviewWe are seeking a highly skilled Financial Planning and Analysis (FP&A) Specialist to join our client, a prominent manufacturing business in the industrial industry. As a key member of the...