Financial Adviser - inherit an established client base
Our client is a well-established, FCA-regulated financial planning firm looking after clients across Yorkshire from their Doncaster office. They are looking for an experienced financial adviser to take on and look after an established base of existing clients. This is an advice and relationship role built on giving genuinely good, suitable advice - not a pressurised sales seat.
The opportunity
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.
What you'll do
• 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.
What we're looking for
• 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.
What's on offer
• 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: Humanify360
Join a highly regarded and award-winning firm in the KT area that prioritises exceptional client service and a collaborative working culture. With flexible working options and a commitment to inclusivity, this progressive practice offers a supportive environment where you can thrive and develop your career in Private Client Tax. Enjoy opportunities for professional growth while working with high-net-worth individuals on complex tax matters.
