At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Established wealth management firm in Doncaster with a supportive culture.
- Benefits: £55,000 salary, bonus structure, and full administrative support.
- Other info: Genuine long-term career prospects in a dynamic environment.
- Why this job: Focus on advising clients with an existing client bank from day one.
- Qualifications: Level 4 Diploma in Financial Planning and experience as a Financial Adviser.
The predicted salary is between 49500 - 60500 £ per year.
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.
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