Financial Adviser - inherit an established client base
You'll step into a warm, established client bank rather than building from scratch, with the time and support to look after those clients properly for the long term. Behind you is a great in-house team of paraplanners and administrators who handle the research, report drafting and case processing - so you can concentrate on your clients and their advice. Their culture is built around suitability and good client outcomes under Consumer Duty, and they take file quality seriously.
• Look after an allocated base of established clients, building trusted, long-term relationships.
• Carry out in-depth financial reviews and ongoing suitability reviews to a high standard.
• Advise across investments, pensions, protection, IHT and retirement planning.
• Make and own suitable, well-evidenced recommendations, confirmed in clear suitability reports.
• Work closely with your paraplanner and administrator to give clients a smooth, professional service.
• Act consistently with FCA and Consumer Duty standards, keeping clients informed and well served.
• A minimum Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential.
• A current Statement of Professional Standing (SPS).
• A proven track record advising retail clients across pensions, investments, protection, bonds and trusts.
• Strong relationship and communication skills, and a genuine client-first, compliance-minded approach.
• Competitive basic salary dependent on experience, plus a performance-related bonus.
• An established client base from day one - no high pressure sales targets.
• Full paraplanning and administrative support, so you can focus on advising.
• Ongoing CPD support and study support.
• Flexible / hybrid working.
Independent Financial Adviser in Doncaster employer: Bond Recruitment
Join a nurturing and inclusive primary school in Upton Park, where you will be part of a dedicated team committed to making a difference in the lives of children with special educational needs. With a strong emphasis on professional development, you will have ample opportunities for growth while enjoying a supportive work culture that values collaboration and innovation. This role not only offers competitive pay but also the chance to create meaningful connections and foster a positive learning environment for students.
