Financial Planner - Tyne and Wear

Financial Adviser - North East

Are you an experienced financial planner looking for an employed position that would suit your lifestyle better with less travel and a guaranteed client bank?

OR

Are you a level 4 Qualified Paraplanner or Financial Administrator looking to take that next step into an advisory role?

OR

Are you working in bancassurance or a building society with Level 4 status looking for that golden opportunity to get full training and support to become a Financial Adviser?

If any of the above sound like you, then please read on…

The offering

• A competitive basic salary plus ample opportunity to earn bonus which is uncapped, along with an attractive benefits package.
• Full training to become a competent adviser and continued support with career development.
• Study support to gain Chartered status.
• The chance to work in a highly dynamic and friendly team.
• Hybrid working.

The opportunity

Tempest Jones are currently working with a leading Chartered Financial Planning Practice in the Northeast on their recruitment campaign for Financial Advisers. This reputable practice has a national presence, is continuing to grow at a fast pace and prides itself on a very client-centric approach.

Provided you have the Diploma in financial planning and either paraplanning or client facing experience within a financial services environment, you will be given full training on systems and the advice process in a highly structured and supportive environment. You will also be provided with all the clients and leads you need to make this an extremely lucrative opportunity.

Duties will include:

• Building and maintaining relationships with new and existing clients remotely, over the telephone and via Zoom/Teams as appropriate.
• Providing advice to both new and existing clients on pensions and retirement planning, protection and investments.
• Ensuring you support clients to meet their financial objectives.
• Remain compliant and up to date with company policy.
• Review clients' portfolios annually in line with their changing risk attitudes.

NB: The top end of the salary banding is for candidates who have CAS and includes bonus, which is actually uncapped.

To apply, please send your CV to jenny @ tempestjones . com

Job Types: Full-time, Permanent

Pay: £33,000.00-£80,000.00 per year

Additional pay:

• Bonus scheme
• Performance bonus

Schedule:

• Monday to Friday
• No weekends
• Hybrid working

Application question(s):

• Do you have the right to work PERMANENTLY in the UK?