Independent Financial Planner - Sheffield outskirts
· £Competitive plus performance and business quality related bonuses
· Life cover 4 x salary
· Medical cash back plan
· Hybrid working
· Full study support to Chartered
· Existing client following and good quality new business leads
Tempest Jones Consulting are thrilled to be representing a long-established and highly successful firm of Financial Planners in their Sheffield office. This is an exciting time to join an already accomplished business that is undergoing a period of continued growth and expansion.
The opportunity we have is for an Independent Financial Planner to join an enthusiastic and dynamic team and 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 a healthy flow of new business opportunities by way of online enquiries, referrals, website leads and leads from professional connections along with ongoing networking.
The successful candidate will have the support of a highly skilled and qualified administration and paraplanning team, thus freeing up their time to build and nurture client relationships and to conduct meetings.
A competitive salary will ...