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Financial Adviser jobs in Barnsley

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    • Support advisers with complex pensions, investments and wider financial-planning cases.
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    • At least 3 years' experience in a similar role within financial services.
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    • Study support towards CII Diploma.
    • 23 days holiday + bank holidays.
    • To provide efficient administrative support to a number of IFA's.
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    • Produce comprehensive, compliant financial planning reports for advisers to present to clients.
    • The successful candidate will play a key role in supporting…
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    • Provision of full back office administrative support to financial advisers who give advice on pensions, investments and protection.
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    • Previous paraplanning experience with financial advice.
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    • Strong technical knowledge of pensions, investments and financial planning.
    • Up to £40,000 basic salary.
    • Uncapped quarterly bonus – realistic and achievable; the…
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    • Previous paraplanning experience with financial advice.
    • Conducting detailed research on financial products, providers and strategies.
  • View similar jobs with this employer
    • Provision of full back office administrative support to financial advisers who give advice on pensions, investments, tax and estate planning and protection.
  • View similar jobs with this employer
    • Produce comprehensive, compliant financial planning reports for advisers to present to clients.
    • The successful candidate will play a key role in supporting…

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Job Post Details

Independent Financial Adviser - job post

Tempest Jones
Leeds•Hybrid work
£60,000 - £100,000 a year - Permanent, Full-time

Job details

Pay

  • £60,000 - £100,000 a year

Job type

  • Permanent
  • Full-time

Location

Leeds•Hybrid work

Benefits

Pulled from the full job description

  • Financial planning services
  • Company pension
  • Private medical insurance

Full job description

Independent Financial Adviser – Leeds

  • Established client bank on offer
  • Market-leading basic salary
  • Attractive bonus structure - Trail income will put you straight into bonus
  • 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.
  • 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 paper work.

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.

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

Please send your CV to jenny @ tempestjones . com for further information or a confidential chat.

Job Types: Full-time, Permanent

Pay: £60,000.00-£100,000.00 per year

Benefits:

  • Company pension
  • Financial planning services
  • Private medical insurance

Work authorisation:

  • United Kingdom (required)

Work Location: In person

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