Financial Adviser - inherit an established client base
Our client is a well-established, FCA-regulated financial planning firm looking after clients across Yorkshire from their Doncaster office. They are looking for an experienced financial adviser to take on and look after an established base of existing clients. This is an advice and relationship role built on giving genuinely good, suitable advice - not a pressurised sales seat.
The opportunity
You'll step into a warm, established client bank rather than building from scratch, with the time and support to look after those clients properly for the long term. Behind you is a great in-house team of paraplanners and administrators who handle the research, report drafting and case processing - so you can concentrate on your clients and their advice. Their culture is built around suitability and good client outcomes under Consumer Duty, and they take file quality seriously.
What you'll do
• 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, confirmed in clear suitability reports.
• Work closely with your paraplanner and administrator to give clients a smooth, professional service.
• Act consistently with FCA and Consumer Duty standards, keeping clients informed and well served.
What we're looking for
• A minimum Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential.
• A current Statement of Professional Standing (SPS).
• A proven track record advising retail clients across pensions, investments, protection, bonds and trusts.
• Strong relationship and communication skills, and a genuine client-first, compliance-minded approach.
What's on offer
• Competitive basic salary dependent on experience, plus a performance-related bonus.
• An established client base from day one - no high pressure sales targets.
• Full paraplanning and administrative support, so you can focus on advising.
• Ongoing CPD support and study support.
• Flexible / hybrid working.
£65k - £72k per annum
...the IBM Planning Analytics (TM1) environment to support effective planning and reporting. Lead the maintenance and enhancement of financial planning, forecasting, balance sheet, and cash flow models. Partner with Finance, Data, Power BI, and SQL teams to deliver high-...Suggested£15.6k per annum
...use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT...SuggestedApprenticeshipOn-siteImmediate startMonday to FridayShift work£14 per hour
Company: VENATU CONSULTING LTD Job Type: Temporary, Full Time Salary: £14.00/hourSuggestedFull-timeTemporary£15.39k per annum
...use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT...SuggestedApprenticeshipOn-siteImmediate startRemoteMonday to ThursdayRotating shifts£26.01k per annum
Company: DB CARGO UK LIMITED Job Type: Contract, Full Time Salary: £26011/annumSuggestedFull-time- ...student wellbeing and positive relationships. Students are encouraged to develop academically while also building the confidence and independence needed for life beyond school. The administration team provides essential support to the wider school. Efficient communication...PermanentFull-timeOn-siteImmediate start
- £27k - £37k per annumEstimatedDoncaster Rovers Football Club is seeking to appoint two enthusiastic and committed Volunteers to support the education programme for our Under-15 and Under-16 Academy players. These roles provide an excellent opportunity for aspiring or developing secondary teachers to gain...Full-timeHybrid working1 day/week
- Secondary School in Doncaster, known for its calm environment, strong leadership, and positive community ethos. • Full-time School Administrator required from January 2026 • Well-established Secondary School in Doncaster • Excellent opportunity to join a professional...Long-term contractFull-timeOn-siteImmediate start
£12.71 per hour
We're currently recruiting a dedicated Customer Services Assistant - Zero Hours to help ensure the smooth running of the operations in a major High Street brand on a permanent casual basis, contracted to 0 hours per week. As a Customer Services Assistant - Zero Hours, you...PermanentCasual workZero hours contract£12.9 per hour
...through our online benefits platform ~ Access a digital GP and other free health and wellbeing services ~ Sharesave scheme ~ Financial Wellbeing - Save, track and enhance your financial wellbeing ~ Direct to Work - Discount online and instore, collect your items the...Hourly payLong-term contractPart-timeSkilled worker visaWork from homeMonday to FridayFlexible hoursShift workWeekend workWeekday work£26.12k per annum
Sales Advisors If you’re outgoing, full of energy and love talking to people, you’d be better off in sales with EE. Maybe you’ve worked in retail, or hospitality before. You know how to deal with customers but you’re looking for something more exciting – a job that...Bank staffShift work£12.4 per hour
Welcome to Britbet! We are looking for Customer Service Assistant to work with us in our Betting team the public, restaurant and hospitality areas at Doncaster Racecourse. When you apply you will be able to chose your most local racecourse as your 'home course' and see the...Hourly payOdd jobCasual work£26.12k per annum
Sales Advisors If you’re outgoing, full of energy and love talking to people, you’d be better off in sales with EE. Maybe you’ve worked in retail, or hospitality before. You know how to deal with customers but you’re looking for something more exciting – a job that...Bank staffShift work£26k - £28k per annum
At Kustom Design Printing (KDP) we're not just about print, we are about people. We believe our success comes from a culture built on innovation, collaboration, and a genuine commitment to helping both our customers and our employees thrive. We are proud to have been recognised...Weekly payMonday to FridayNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Independent Financial Adviser. Be the first to apply!
- ifa graduate training scheme Doncaster, South Yorkshire
- financial banking Doncaster, South Yorkshire
- financial reporting Doncaster, South Yorkshire
- associate financial representative Doncaster, South Yorkshire
- senior financial crime compliance consultant Doncaster, South Yorkshire
- interim financial modeller Doncaster, South Yorkshire
- financial compliance Doncaster, South Yorkshire
- finance manager financial modelling Doncaster, South Yorkshire
- financial accounting and controls manager Doncaster, South Yorkshire
- overseas ifa