Financial Service Planner

Independent Financial Planner Leeds (hybrid working) Competitive salary + benefits package, bonus & equity stake Full-time | Permanent Competitive basic salary Established client bank provided Trail income which will bring you to bonus threshold immediately Highly competitive bonus structure Life cover (4 x salary) Medical cash-back plan Hybrid working High-quality new business leads Tempest Jones Consulting is thrilled to be working with a long-established and highly successful firm of Financial Planners in Leeds who specialise in the provision of holistic financial planning. They are now seeking an Independent Financial Planner to join a dynamic and supportive team to be based from Leeds on a hybrid basis. The successful candidate will inherit an established client bank, providing advice across investments, pensions, IHT and protection, with a focus on private individuals and a smaller element of corporate clients. 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. This role offers a competitive salary, attractive bonus structure and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status, if you do not possess this already. Level 4 Diploma in Regulated Financial Planning minimum, ideally working towards or with a willingness to work towards Chartered. Proven experience in a financial planning role. Strong communication skills and confidence in both face-to-face and telephone interactions. com for further information or to arrange a confidential chat.