Financial Planner / IFA
Location: Silsden, West Yorkshire.
Salary: £50,000 – £55,000 basic + bonus + benefits. OTE £60,000+.
Existing client bank provided. Immediate start available.
The Financial Planner Role
You, as Financial Planner, 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
* 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
* £50,000 to £55,000 basic salary depending on experience
* Bonus structure + OTE £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 interview stage
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