Job Description
Financial Planner / IFA
Doncaster
£55,000 basic + bonus + benefits
Existing client bank provided Immediate start available
Are you an experienced Financial Adviser looking to focus on advising clients rather than generating leads?
A fantastic opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Doncaster.
This is an excellent opportunity to inherit an established client bank from day one and join a supportive, growing wealth management business. With a dedicated team of paraplanners and administrators handling much of the back-office work, you will have more time to do what you do best-build trusted client relationships and deliver high-quality financial advice.
The Role
You will provide holistic financial advice to an established client base across Yorkshire, covering:
- Investments
- Pensions and retirement planning
- Tax planning
- Protection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client's individual goals and circumstances.
Key Responsibilities
- Conducting detailed reviews of clients' financial circumstances and objectives
- Preparing suitable financial plans and recommendations
- Completing detailed risk assessments
- Researching and recommending appropriate financial products and services
- Building and maintaining strong long-term client relationships
- Supporting clients in making informed financial decisions
- Maintaining accurate and compliant client records
- Reviewing and responding to clients' changing financial needs
- Liaising with providers, professional connections and internal teams
- Keeping up to date with industry regulations and market developments
- Producing clear and compliant financial reports
About You
- Level 4 Diploma qualified in Financial Planning (minimum requirement)
- Chartered status advantageous but not essential
- Previous experience as a Financial Adviser / Financial Planner / IFA
- Strong knowledge of pensions, investments, tax planning and protection
- Excellent communication and relationship-building skills
- Professional, organised and client-focused approach
- Able to work independently whilst contributing positively to the wider team
What's on Offer
- £55,000 basic salary depending on experience
- Bonus structure
- Existing client bank provided
- Full paraplanning and administrative support
- Established pipeline and long-term client relationships
- Supportive and established business environment
- Genuine long-term career prospects
- Additional benefits discussed at interview stage
Interested in this Financial Planner role? Please apply with your updated CV.
Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
