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Financial Planner - Sheffield/Derbyshire

Financial Planner - Sheffield/Derbyshire

Tempest Jones

Posted a month ago, valid for 7 days

Sheffield, South Yorkshire S5 8DP

£45,000 - £100,000 per annum

Full Time

Life Insurance

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Sonic Summary

The Independent Financial Planner position is available on the outskirts of Sheffield with a competitive salary ranging from £45,000 to £100,000 per year, including bonuses.
Candidates are required to have a Level 4 Diploma in Regulated Financial Planning and experience in a financial planning role.
The role offers the opportunity to manage an existing client base while also accessing new business leads through various channels.
Benefits include life cover at 4 times the salary, a medical cash back plan, and comprehensive support for professional development towards Chartered status.
The firm promotes a hybrid working environment and provides a supportive administration and paraplanning team to enhance client relationship management.

Independent Financial Planner - Sheffield outskirts

· £Competitive plus performance and business quality related bonuses

· Life cover 4 x salary

· Medical cash back plan

· Hybrid working

· Full study support to Chartered

· Existing client following and good quality new business leads

Tempest Jones Consulting are thrilled to be representing a long-established and highly successful firm of Financial Planners in their Sheffield office. This is an exciting time to join an already accomplished business that is undergoing a period of continued growth and expansion.

The opportunity we have is for an Independent Financial Planner to join an enthusiastic and dynamic team and to inherit and service an existing bank of loyal clients, looking after their investment, pension, IHT and protection needs, handling mainly individuals with a small amount of corporate.

There will also be access to a healthy flow of new business opportunities by way of online enquiries, referrals, website leads and leads from professional connections along with ongoing networking.

The successful candidate will have the support of a highly skilled and qualified administration and paraplanning team, thus freeing up their time to build and nurture client relationships and to conduct meetings.

A competitive salary will be on offer along with the chance to earn bonus and a comprehensive benefits package.

There will also be support and ongoing professional development to Chartership along with potential managerial responsibilities further down the line, should a candidate display the desire and raw skills to develop in this way.

Essential criteria

Essential requirements for this role are Level 4 Diploma in Regulated Financial Planning as well as experience within a financial planning role. Excellent communication skills are needed as are confidence and the ability to build relationships over the phone and face to face in a professional and engaging way.

To apply

To be considered for the role, please send your CV to jenny @ tempestjones . com

Job Types: Full-time, Permanent

Pay: £45,000.00-£100,000.00 per year including bonus

Benefits:

Company pension
Life insurance
On-site parking
Private medical insurance
Work from home

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