Independent Financial Adviser

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

Youll 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 youll 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 were 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.

Whats 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.

Required Skills:

About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.