Independent Financial Planner

Job Location	Eckington, Sheffield
Education	Not Mentioned
Salary	£45,000 - £75,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

Independent Financial PlannerNB: A trainee would be considered for this role.Tempest Jones Consulting are currently representing a long-established firm of Chartered Financial Planners in their Sheffield office.The opportunity we have is for an Independent Financial Planner to inherit and service an existing bank of loyal clients, looking after their investment, pension, IHT and protection needs, handling mainly individuals with a small amount of corporate. There will also be access to new business opportunities by way of online enquiries, referrals, website leads and leads from professional connections.The successful candidate will have the support of an administration and paraplanning team, thus freeing up their time to build and nurture client relationships through regular meetings.This is a brilliant opportunity for either an experienced or Trainee Adviser as full clients are provided along with training, if needed.A competitive salary will be on offer along with the chance to earn bonus and a comprehensive benefits package.Essential criteriaEssential requirements for this role are Level 4 Diploma in Financial Planning as well as experience within financial planning as a Paraplanner, a Financial Adviser within a bancassurer or an IFA with experience. Excellent communication skills are needed asare confidence and the ability to build relationships over the phone and face to face in a professional and engaging way. To applyTo be considered for the role, please send your CV to jenny @ tempestjones . com

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