Financial Planner

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 clients 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
Whats 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.