Independent Financial Planner - #2129381

Independent Financial Planner – Leeds

• ALL CLIENTS PROVIDED
• Trail Income will mean you are in bonus territory almost immediately
• Attractive benefits package
• Hybrid working
• Full study support to Chartered status
• High-quality new business leads
• Full paraplanning and administrative support

Tempest Jones Consulting is delighted to be working with a thriving firm of Independent Financial Planners in Leeds who specialise in the provision of holistic financial advice as they now embark on their search for an additional member of staff. This is an exciting opportunity for a Financial Planner to join an accomplished business during a period of significant growth.

Independent Financial Planner - Core Accountabilities

• The successful candidate will inherit prolific clients, providing advice across whole of market investments, pensions, IHT and protection.
• You will conduct face to face and remote meetings with clients across Leeds and surrounding area, 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.

Independent Financial Planner - The offering

This role offers attractive bonus potential and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status.

Independent Financial Planner - Essential criteria

• Level 4 Diploma in Regulated Financial Planning.
• Some experience in financial planning, 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.

Independent Financial Planner - To apply

Please send your CV to jenny @ tempestjones . com for further information or a confidential chat.