Tempest Jones
Junior Financial Advisor
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Junior Financial Adviser
Sheffield or Wakefield
Full-time | Permanent
Servicing role, perfect for a Paraplanner seeking to transition to advice, or bancassurance adviser provided Level 4 Diploma is attained
- Full training given and support to gain sign off with CAS
- Established client bank provided
- Retention and business quality-related bonuses
- Support to gain chartered status
Tempest Jones Consulting is thrilled to be working with a growing practice of Financial Planners in Yorkshire as they embark on their search for an additional Financial Adviser.
This business specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax/estate planning, to individuals and owner-managed businesses. This is an exciting opportunity to join an accomplished business during a period of significant growth.
What will the role entail?
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This is a Servicing role so would suit an experienced Financial Adviser or a Trainee or Junior Financial Adviser such as a Paraplanner looking to take on their first advice role.
We are seeking a Junior Financial Adviser to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis.
You will conduct a mixture of face-to-face, virtual, and telephone appointments with clients throughout Yorkshire including some travel to Wakefield, Huddersfield, and Sheffield.
Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients.
This company offers full training to an experienced financial services professional such as a paraplanner with the level 4 Diploma, looking to take their first step into a client-facing advising role. You will be given all the support you require to gain competent adviser status.
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Essential criteria
- Level 4 Diploma in Regulated Financial Planning.
- Proven experience in a financial planning-related role such as Paraplanning, or experience as a servicing financial adviser, banking adviser, or financial planning BDM.
- 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.
- Competence completing accurate bespoke advice reports.
- Strong record of compliance and business quality in previous roles.
Application process
Apply by submitting your CV here, or contact Jenny Brophy on jenny@tempestjones.com for further information or a confidential chat.
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