Financial Planner
relationship building
empathy
financial planning
communication
level 4
- Ability to build trusted relationships with clients in a professional and engaging way.
- A warm and empathetic manner when speaking to clients.
- Proven experience in a financial planning role.
- Strong communication skills and confidence in both face-to-face and telephone interactions.
- Level 4 Diploma in Regulated Financial Planning.
You will be supported by a highly skilled administration and paraplanning team, enabling you to focus on client meetings and relationship management.
This role offers a competitive salary, attractive bonus potential and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status if not achieved already.
We are seeking an Independent Financial Planner to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection, with a focus on private individuals and a smaller element of corporate clients.
Due to ongoing projects and business growth in both the short and long term, this role presents an exciting and unique opportunity for somebody seeking a long-term position within a progressive business.
In addition to servicing existing clients, you will benefit from a steady flow of new opportunities via online enquiries, professional referrals, website leads and networking.
- Full study support to Chartered status if required
- Hybrid working
- Market-leading basic salary
- Established client bank provided
- Performance and quality-related bonuses
- Medical cash-back plan
- Life cover (4x salary)
People also searched
- Tempest Jones began as a boutique recruiter driven by a passion for connecting talent with opportunity.
- With offices in London, Leeds and Darlington, they quickly became known for their UK-wide reach and deep industry knowledge.
- They typically match senior hires in development, cost and project management, as well as building surveying roles.
- Repeated success placing executives in multi-sector assignments—from large property developers to civil engineering firms.
- They’re renowned for combining market insight with a personal touch, often finding the ideal candidate for niche mandates.
- Unusually, they maintain a lean structure: a small, dedicated team delivering high-impact placements across sectors.
