Financial Planner - Sheffield, United Kingdom - Tempest Jones

Tempest Jones
Tempest Jones
Verified Company
Sheffield, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
Independent Financial Planner - Sheffield


We are thrilled to be conducting a search for a refreshingly different Financial Planning Group, who are now seeking an additional Financial Planner to join their team based in Sheffield.


This company is an extremely well-respected practice of financial advisers, a group of values-driven people with a passion for financial planning or 'Lifestyle Landscaping and for putting client needs first.

They look after clients at various stages of life offering a bespoke plan that adapts to their changing circumstances, nurturing relationships and offering long term support and guidance on pensions, investments, protection and tax planning.


The offering:

  • Employed role with a basic ranging from £45,000 £75,000 plus bonus and benefits, salary depending on experience, qualifications and client transferability

NB:
There is no requirement for you to bring any clients.

  • Opportunity to take a significant client following from an existing adviser whose role is evolving within the business.
  • On offer will be a suite of highly qualified and experienced paraplanners and financial planning administrators to allow you to do what you do best, look after your clients.

Essential criteria:


Essential requirements for this role are Level 4 Diploma in Financial Planning as well as experience within financial planning role, either in a tied or independent environment.

Exceptional interpersonal skills and ability to build trust and rapport.

A highly professional and articulate approach.


To apply:

Job Types:
Full-time, Permanent


Salary:
£45,000.00-£80,000.00 per year


Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Work authorisation:

  • United Kingdom (required)

Ability to Commute:

  • Sheffield, South Yorkshire (required)

Work Location:
In person
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