Financial Planner

Firestar Consulting; Doncaster; On-site; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Bonus structure

Existing client bank provided

Paraplanning support

Administrative support

Established pipeline

Career prospects

Job summary

Firestar Consulting in Doncaster is seeking an experienced Financial Planner/IFA to join and inherit an established client bank. You will provide holistic financial advice to an existing client base across Yorkshire, covering investments, pensions, tax planning and protection.

The role combines face-to-face and telephone-based consultations, delivering tailored recommendations and building long-term client relationships. Strong paraplanning support and clear career prospects are offered.

Qualifications

• Level 4 Diploma in Financial Planning required.
• Experience as Financial Adviser/Planner/IFA.
• Strong knowledge of pensions, investments, tax planning and protection.
• Excellent communication and relationship-building skills.

Responsibilities

• Conduct detailed reviews of clients' financial circumstances and objectives.
• Prepare suitable financial plans and recommendations.
• Maintain accurate and compliant client records.
• Liaise with providers and internal teams; stay updated on regulations.

Skills

Financial planning

Client advisory

Regulatory knowledge

Pensions expertise

Education

Level 4 Diploma in Financial Planning

Job description

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 client's individual goals and circumstances.

Key Responsibilities

• 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

About You

• 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

What's on Offer

• £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