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Financial Planner
2 months ago
We are seeking an experienced Financial Planner to join our team at Tempest Jones. As an Office Financial Adviser, you will be responsible for building and maintaining relationships with new and existing clients, providing advice on pensions and retirement planning, protection, and investments.
Key Responsibilities- Develop and maintain a portfolio of clients, providing tailored financial solutions to meet their needs.
- Conduct financial needs analysis and provide recommendations to clients on investment and protection products.
- Work closely with the team to ensure seamless delivery of services to clients.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with company policies.
- Participate in ongoing training and professional development to enhance skills and knowledge.
- A competitive basic salary, plus uncapped bonus potential.
- Full training and support to become a Chartered Financial Planner.
- Opportunities for career development and advancement.
- A dynamic and supportive team environment.
- Diploma in Financial Planning or equivalent.
- Experience in a financial services environment, with a focus on client-facing roles.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
