Independent Financial Planner
Leeds (hybrid working)
Competitive salary + benefits package, bonus & equity stake
Full-time | Permanent
- Competitive basic salary
- Established client bank provided
- Trail income which will bring you to bonus threshold immediately
- Highly competitive bonus structure
- Equity stake
- Life cover (4 x salary)
- Medical cash-back plan
- Hybrid working
- Full study support to Chartered status
- High-quality new business leads
Tempest Jones Consulting is thrilled to be working with a long-established and highly successful firm of Financial Planners in Leeds who specialise in the provision of holistic financial planning.
They are now seeking an Independent Financial Planner to join a dynamic and supportive team to be based from Leeds on a hybrid basis. The successful candidate will inherit an established client bank, providing advice across investments, pensions, IHT and protection, with a focus on private individuals and a smaller element of corporate clients. This is an exciting opportunity to join an accomplished business during a period of significant growth and expansion.
In addition to servicing existing clients, you will benefit from a steady flow of new opportunities via online enquiries, professional referrals, website leads and networking.
You will be supported by a highly skilled administration and paraplanning team, enabling you to focus on client meetings and relationship management. You will have access to the latest bespoke built technology to free up your time so you do not get bogged down with any administration at all.
This role offers a competitive salary, attractive bonus structure and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status, if you do not possess this already. You will also be offered an equity stake in the business.
Essential criteria
- Level 4 Diploma in Regulated Financial Planning minimum, ideally working towards or with a willingness to work towards Chartered.
- Proven experience in a financial planning 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.
To apply
Apply now by submitting your CV or contact Jenny Brophy on jenny@tempestjones.com for further information or to arrange a confidential chat.
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