Financial Planner - Servicing role

Independent Financial Planner - Servicing role, no new business requirement

· £Competitive plus retention related bonus

· Life cover

· Hybrid working

· Existing client following to be inherited

Tempest Jones Consulting are thrilled to be representing a long-established and highly successful firm of Financial Planners in their Chesterfield office. This is an exciting time to join an already accomplished business that has an excellent reputation for providing support and guidance to long standing clients on their financial planning needs.

The opportunity is for an Independent Financial Planner to join an enthusiastic and dynamic team and to inherit and service an existing bank of loyal clients due to impending retirement of an existing adviser. You will look after clients' investment, pension, IHT and protection needs, handling mainly individual business.

There is absolutely no expectation or desire for this individual to write any new business or to bring on new clients in this role.

The successful candidate will have the support of a highly skilled and qualified administration and paraplanning team, thus freeing up their time to nurture client relationships and to conduct meetings which will mainly be face to face in client homes across Derbyshire.

An employed package, competitive basic and retention bonus will be on offer for the successful candidate.

Essential criteria

Essential requirements are Level 4 Diploma in Regulated Financial Planning as well as experience within a financial planning role. Excellent communication skills are needed as are confidence and the ability to build relationships face to face in a professional and engaging way.

To apply

To be considered for the role, please send your CV to jenny @ tempestjones . com

Job Types: Full-time, Permanent

Pay: £45,000.00-£60,000.00