Trainee Financial Adviser – Sheffield

• ALL CLIENTS PROVIDED
• Servicing role, perfect first advice role
• Full training given and support to gain sign off with CAS
• Retention and business quality-related bonuses
• Support to gain chartered status

Tempest Jones Consulting is thrilled to be working with a growing practice of Financial Planners in Sheffield as they embark on their search for an additional Financial Adviser.

This business specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax/estate planning, to individuals and owner managed businesses. This is an exciting opportunity to join an accomplished business during a period of significant growth.

This is a Servicing role so would suit an experienced Financial Adviser or a Trainee Financial Adviser such as a Paraplanner looking to take on their first advice role.

Trainee Financial Adviser – what will the role entail?

We are seeking a Trainee Financial Adviser to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis.

You will conduct a mixture of face to face, virtual and telephone appointments with clients throughout Yorkshire.

Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients.

This company offers full training to an experienced financial services professional such as a paraplanner with the level 4 Diploma, looking to take their first step into a client facing advising role. You will be given all the support you require to gain competent adviser status.

Trainee Financial Adviser Essential criteria

• Level 4 Diploma in Regulated Financial Planning.
• Proven experience in a financial planning related role such as Paraplanning, or experience as a servicing financial adviser, banking adviser or financial planning BDM.
• 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.
• Competence completing accurate bespoke advice reports.
• Strong record of compliance and business quality in previous roles.

Trainee Financial Adviser application process

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