Financial Adviser

Independent Financial Adviser - York

• ALL CLIENTS PROVIDED
• Performance and quality-related bonuses
• Attractive benefits package
• Hybrid working
• Full study support to Chartered status
• High-quality new business leads
• Full paraplanning and administrative support

Tempest Jones Consulting is delighted to be working with a thriving firm of Independent Financial Planners in York who specialise in the provision of holistic financial planning as they now embark on their search for an additional Financial Adviser. This is an exciting opportunity for a Financial Adviser to join an accomplished business during a period of significant growth.

Financial Adviser - Core Accountabilities

• The successful candidate will inherit prolific clients, providing advice across whole of market investments, pensions, IHT and protection.
• You will conduct mainly face to face meetings with clients across York and surrounding area, building rapport offering exceptional listening and empathy along with a warm and supportive approach to the delivery of your advice.
• You will build relationships with an internal 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 attractive bonus potential and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status.

Financial Adviser - Essential criteria

• Level 4 Diploma in Regulated Financial Planning.
• Some experience in financial planning, ideally as Independent Financial Adviser, however candidates are also welcomed to apply should they currently be in a restricted or tied role, or be relatively new to advice.
• 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 . com for further information or a confidential chat.