Tempest Jones
Independent Financial Advisor
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Independent Financial Adviser - Leeds
Established client bank on offer from retiring adviser
Market-leading basic salary
Performance and quality-related bonuses
Life cover (4 x salary)
Medical cash-back plan
Hybrid working
Full study support
High-quality new business leads
Tempest Jones Consulting is delighted to be working with a long-established and highly successful firm of Independent Financial Planners in Leeds who specialise in the provision of holistic financial planning as they now embark on their search for an additional Financial Advisor. This is an exciting opportunity for an experienced Financial Advisor to join an accomplished business during a period of significant growth and expansion.
Financial Adviser - Core Accountabilities
The successful candidate will be responsible for providing advice across whole of market investments, pensions, IHT and protection, with a focus on private individuals.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- 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 conduct mainly face-to-face meetings with clients across Leeds and West Yorkshire, building rapport offering exceptional listening and empathy along with a warm and supportive approach to the delivery of your advice.
- You will have support from a 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 paperwork.
Financial Adviser - The offering
This role offers a competitive salary, attractive bonus potential, and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Due to ongoing projects and business growth in both the short and long term, this role presents an exciting and unique opportunity for somebody seeking a long-term position within a progressive business.
Financial Adviser - Essential criteria
- Level 4 Diploma in Regulated Financial Planning.
- Proven experience in a financial planning role, 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.
Financial Adviser - To apply
Apply now by submitting your CV or contact Jenny on jenny@tempestjones.com for further information or a confidential chat.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location