Financial Planner

Financial Planner / IFADoncaster£55,000 basic + bonus + benefitsExisting client bank provided Immediate start availableAre 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 RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:InvestmentsPensions and retirement planningTax planningProtection and insurance solutionsThe role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client''s individual goals and circumstances.Key ResponsibilitiesConducting detailed reviews of clients'' financial circumstances and objectivesPreparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching and recommending appropriate financial products and servicesBuilding and maintaining strong long-term client relationshipsSupporting clients in making informed financial ..... full job details .....