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 rec...