Financial Adviser - North East
Are you an experienced financial planner looking for an employed office-based 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 opportunity
Tempest Jones are currently working with a leading Chartered Financial Planning Practice in the Northeast on their recruitment campaign for Office based 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 luctrative 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.
What's in it for you?
- 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.
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