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Financial Planner

2 months ago

Sheffield, Sheffield, United Kingdom Tempest Jones Full time
Exciting Opportunity for a Financial Planner

Tempest Jones Consulting is delighted to represent a highly successful firm of Financial Planners in their South Sheffield office, offering a unique chance for an Independent Financial Planner to join a dynamic team and inherit an existing bank of loyal clients.

Key Responsibilities:

  • Service existing clients, handling their investment, pension, IHT, and protection needs
  • Build and nurture client relationships, conducting meetings and providing expert advice
  • Manage a healthy flow of new business opportunities through online enquiries, referrals, and professional connections

Requirements:

  • Level 4 Diploma in Regulated Financial Planning
  • Experience in a financial planning role
  • Excellent communication skills and confidence in building relationships

What We Offer:

  • Competitive salary and bonus structure
  • Comprehensive benefits package, including company pension, life insurance, and private medical insurance
  • Support for ongoing professional development and potential managerial responsibilities

How to Apply:

Please send your CV to jenny@tempestjones.com for consideration.

Job Type: Full-time, Permanent

Pay: £40,000.00-£100,000.00 per year including bonus

Benefits:

  • Company pension
  • Life insurance
  • On-site parking
  • Private medical insurance
  • Work from home