Financial Planner / IFA
Silsden, West Yorkshire
£50,000 - £55,000 basic + bonus + benefits
OTE £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 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 Financial Planner 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
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
Interested? 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.
Financial Planner