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Financial Planner ​/ IFA — Established Client Bank + Bonus

Job in Plymouth, Devon, PL2, England, UK
Listing for: Equals One
Full Time position
Listed on 2026-08-09
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below

Equals One in Doncaster is seeking an experienced Financial Planner / Independent Financial Adviser to join a well-established, growing wealth management business. You will inherit an established client bank and work with a dedicated team handling back-office tasks to focus on high-quality financial advice.

The role covers investments, pensions, tax planning and protection with a mix of face-to-face and telephone-based advisory work, delivering tailored recommendations for each client’s goals.

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