Financial Planner

Financial Planner / IFA – Doncaster

A GBP 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.

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.

• 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

• 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

• A GBP 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