Financial Adviser

Financial Adviser – Northwest

A fantastic opportunity has arisen for a Financial Adviser to join a well-established, directly authorised financial planning business with a strong regional presence across the Northwest.

What is on offer for the Financial Adviser?

• £Competitive, attractive remuneration structure with 1x validation
• Realistic earnings of around £80,000 including bonus
• Hybrid working, mainly giving remote advice, so no need to travel up and down the country
• An employed position offering the stability of a secure income

Financial Adviser Role Accountabilities

This is a full advice role where you will focus on delivering high-quality financial planning advice across retirement planning, pensions, investments, savings and protection to predominantly high earners. Most appointments will be remote via teams or on the telephone.

All client meetings are first meetings, pre-booked into your diary by another department, meaning there is no need for any business development and absolutely no requirement for you to bring clients with you.

This role would suit an experienced Financial Adviser who enjoys advising rather than prospecting and who values the support and consistency of working within a respected long established client-focused firm.

This would also be an ideal next step for a bancassurance adviser, servicing adviser or indeed a Paraplanner who has some client facing experience looking to transition into advice.

If you are looking for a secure employed role with an excellent flow of clients and strong earning potential, this could be the ideal next step in your career.

Financial Adviser Requirements

• Level 4 Diploma Qualified via CII or LIBF.
• Experience within a financial advice role, or paraplanning with some client contact.
• A warm and engaging character who easily builds rapport and trust with clients.
• A polished and articulate communication style, both verbal and written
• An ability to work in a fast paced and busy role motivated to give exceptional levels of service.

For further details on the Financial Adviser role or to apply

Please send your cv to jenny @ tempestjones . com