Junior Financial Adviser – Leeds
- Perfect for Paraplanner seeking to transition to advice, or bancassurance adviser provided hold level 4
- Full training given and support to gain sign off with CAS
- Established client bank and leads provided
- Retention and business quality-related bonuses
Tempest Jones Consulting is thrilled to be working with a growing practice of Financial Planners in Leeds 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 role 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.
Financial Adviser – what will the role entail?
We are seeking a Junior Financial Adviser to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank ad have access to high quality leads, providing advice across investments, pensions, IHT and protection on an ongoing basis.
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.
Financial Adviser 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.
Financial Adviser application process
Please send your CV to jenny @ tempestjones . com for further information or a confidential chat.
Job Types: Full-time, Permanent
Pay: £40,000.00-£60,000.00 per year
Work Location: In person
