Financial Advisor

Company

Tempest Jones Consulting is a recruitment specialist working with a thriving firm of Financial Planners in their Sheffield office. The practice specialises in holistic financial planning covering retirement, savings, investments, protection, and tax/estate planning.

Independent Financial Advisor

• Manage an existing loyal client base, providing advice across investments, pensions, IHT, and protection.
• Focus on private individuals with a smaller element of corporate clients.
• Generate new opportunities via online enquiries, professional referrals, website leads, and networking.
• Deliver client meetings and relationship management, supported by administration and paraplanning team.

• Level 4 Diploma in Regulated Financial Planning.
• Proven experience in a financial planning role.
• Strong communication skills and confidence in face‑to‑face and telephone interactions.
• Ability to build trusted relationships with clients in a professional and engaging way.
• Warm and empathetic manner when speaking to clients.

• Market‑leading base salary.
• Performance and quality‑related bonuses.
• Medical cash‑back plan.
• Full study support to Chartered status if required.
• High‑quality new business leads.
• Competitive salary, attractive bonus potential, comprehensive benefits package.
• Ongoing professional development and full support to achieve or maintain Chartered status.

Mid‑Senior level. Full‑time. Finance and Strategy/Planning. Industries:
Financial Services and Investment Advice.

Send your CV to for further information or a confidential chat.