Senior Financial Planner (IFA) – Established Client Bank in Doncaster

Senior Financial Planner (IFA) – Established Client Bank in Doncaster

Doncaster Full-Time 51750 - 63250 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide holistic financial advice and build long-term client relationships.
  • Company: Firestar Consulting, a reputable firm in Doncaster with an established client bank.
  • Benefits: Strong paraplanning support and clear career progression opportunities.
  • Other info: Work across Yorkshire with a supportive and collaborative environment.
  • Why this job: Join a dynamic team and make a real difference in clients' financial lives.
  • Qualifications: Experience as a Financial Planner/IFA is essential.

The predicted salary is between 51750 - 63250 Β£ per year.

Firestar Consulting in Doncaster is seeking an experienced Financial Planner/IFA to join and inherit an established client bank.

You will provide holistic financial advice to an existing client base across Yorkshire, covering investments, pensions, tax planning and protection.

The role combines face-to-face and telephone-based consultations, delivering tailored recommendations and building long-term client relationships.

Strong paraplanning support and clear career prospects are offered.

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Senior Financial Planner (IFA) – Established Client Bank in Doncaster employer: Firestar Consulting

Join a highly successful and well-established organisation in Barnsley as a Contracts Director, where you will benefit from a competitive salary, profit-related bonuses, and excellent benefits including private healthcare and a company car. The company fosters a supportive work culture that prioritises employee growth and development, offering you the chance to lead a dynamic team while driving operational excellence and client satisfaction in a financially stable environment with ambitious growth plans.

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Contact Details:

Firestar Consulting Recruitment Team

We think you need these skills to ace Senior Financial Planner (IFA) – Established Client Bank in Doncaster

Holistic Financial Advice
Client Relationship Management
Investment Knowledge
Pension Planning
Tax Planning
Protection Advice
Face-to-Face Consultations