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Firestar Consulting
Financial PlannerFirestar Consulting • Doncaster, South Yorkshire, UK
Financial Planner

Financial Planner

Firestar Consulting • Doncaster, South Yorkshire, UK
8 days ago
Job type
  • Full-time
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 * Buildin...
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Financial Planner • Doncaster, South Yorkshire, UK

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