Financial Planner

2 weeks ago


Sheffield, Sheffield, United Kingdom Tempest Jones Full time
Financial Planning Opportunity

Tempest Jones Consulting is representing a long-established and highly successful firm of Financial Planners in their Sheffield office. This is an exciting time to join an already accomplished business that is undergoing a period of continued growth and expansion.

The opportunity we have is for an Independent Financial Planner to join an enthusiastic and dynamic team and to inherit and service an existing bank of loyal clients, looking after their investment, pension, IHT and protection needs, handling mainly individuals with a small amount of corporate.

The successful candidate will have the support of a highly skilled and qualified administration and paraplanning team, thus freeing up their time to build and nurture client relationships and to conduct meetings.

A competitive salary will be on offer along with the chance to earn bonus and a comprehensive benefits package.

There will also be support and ongoing professional development to Chartership along with potential managerial responsibilities further down the line, should a candidate display the desire and raw skills to develop in this way.

Key Requirements

Essential requirements for this role are Level 4 Diploma in Regulated Financial Planning as well as experience within a financial planning role. Excellent communication skills are needed as are confidence and the ability to build relationships over the phone and face to face in a professional and engaging way.

What We Offer

A competitive salary, bonus scheme, and comprehensive benefits package, including company pension and hybrid working.

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