TipTopJob
Financial Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Financial Planner / IFA
Doncaster
A GBP 50,000 basic + bonus + benefits
OTE A GBP 60,000+ Existing client bank provided Immediate start available
An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden.
This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch.
You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery.
The business offers a strong basic salary, bonus potential, excellent back-office support, and genuine long-term career prospects within a supportive and professional environment.
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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What's on Offer
- A GBP 50,000 to A GBP 55,000 basic salary depending on experience
- Bonus structure + OTE A GBP 60,000+
- 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 the interview stage
Interested in this Financial Planner role? Please apply with your updated CV.
Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills