Financial Adviser

An expanding wealth management practice in Northampton is offering a superb opportunity for an ambitious Financial Adviser to take on an existing client base with room to grow. You'll be joining a team known for its personal, professional approach and strong reputation for client retention.

The business promotes a culture of trust and autonomy, giving advisers the space to deliver quality advice in a supportive environment.

You will:

• Manage and develop relationships with a portfolio of private clients
• Provide strategic financial planning across pensions, investments, and protection
• Work closely with paraplanners and administrators to deliver outstanding client outcomes
• Identify opportunities to enhance client portfolios and overall financial wellbeing

Requirements:

• Level 4 Diploma in Financial Planning (Chartered encouraged)
• Strong relationship management and communication skills