Independent Financial Adviser

Bond Recruitment; Doncaster; On-site; GBP 45,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Established client base from day one

Paraplanning and admin support

Job summary

Bond Recruitment is recruiting for a Financial Adviser in Doncaster to join an established, FCA-regulated financial planning firm serving clients across Yorkshire from their Doncaster office.

You will look after an existing client base, providing suitable advice across investments, pensions, protection and retirement planning, with in-house paraplanning and administrative support to ensure high-quality outcomes under Consumer Duty.

Qualifications

• Current SPS required.
• Proven track record advising retail clients in pensions, investments, protection, bonds and trusts.

Responsibilities

• 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 with clear suitability reports.
• Work with paraplanner and administrator to provide a smooth, professional service.
• Follow FCA and Consumer Duty standards and keep clients informed.

Skills

Relationship skills

Retail client advisory

Education

Statement of Professional Standing (SPS)

Job description

Doncaster, United Kingdom | Posted on 10/08/2026

Financial Adviser - inherit anestablished client base

Our client is awell-established, FCA-regulated financial planning firm looking after clientsacross Yorkshire from their Doncaster office. They are looking for anexperienced financial adviser to take on and look after an established base of existingclients. This is an advice and relationship role built on giving genuinelygood, suitable advice - not a pressurised sales seat.

Theopportunity

You'll step into a warm,established client bank rather than building from scratch, with the time andsupport to look after those clients properly for the long term. Behind you is agreat in-house team of paraplanners and administrators who handle the research,report drafting and case processing - so you can concentrate on your clientsand their advice. Their culture is built around suitability and good clientoutcomes under Consumer Duty, and they take file quality seriously.

What you'll do

• Look after an allocated base of establishedclients, building trusted, long-term relationships.
• Carry out in-depth financial reviews and ongoingsuitability reviews to a high standard.
• Advise across investments, pensions, protection,IHT and retirement planning.
• Make and own suitable, well-evidencedrecommendations, confirmed in clear suitability reports.
• Work closely with your paraplanner andadministrator to give clients a smooth, professional service.
• Act consistently with FCA and Consumer Dutystandards, keeping clients informed and well served.

What we'relooking for

• A current Statement of Professional Standing (SPS).
• A proven track record advising retail clientsacross pensions, investments, protection, bonds and trusts.
• Strong relationship and communication skills, and agenuine client-first, compliance-minded approach.

What's onoffer

• Competitive basic salary dependent on experience,plus a performance-related bonus.
• An established client base from day one - no highpressure sales targets.
• Full paraplanning and administrative support, soyou can focus on advising.