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- Tasks: Manage and grow a portfolio of 100-120 active clients with full support.
- Company: Established financial advice firm with an Employee Ownership Trust structure.
- Benefits: £75k base salary, commission, and career progression opportunities.
- Why this job: Step into a meaningful role with a supportive team and client relationships.
- Qualifications: Level 4 Diploma and proven face-to-face financial planning experience.
- Other info: Opportunity to progress to Senior/Manager and hire a junior planner.
The predicted salary is between 60000 - 90000 £ per year.
Experienced Financial Planner (Northampton / Hybrid) £75k base + negotiated commission (Initial Advice Fee & Ongoing Advice Fee).
Take over 100-120 active clients | Typical individual FUM ~£150k+.
Step into a book that matters. Our client is a well‑established, growing advice firm with an Employee Ownership Trust (EOT) structure – everyone has a stake in long‑term success. They’re hiring an Experienced Financial Planner to inherit a live client bank from a retiring adviser, with a phased handover and full support.
The role:
- Own a well‑established portfolio from day one; nurture and grow those relationships.
- Deliver holistic, face‑to‑face financial planning backed by a supportive ops team.
- Work closely with paraplanning/admin support on review packs, reports, and suitability letters.
- Collaborate across the practice; contribute to proposition and client experience.
What’s in it for you:
- £75k base + negotiated commission (IAF / OAF).
- Paraplanning & admin support; efficient workflows and review prep.
- Progression to Senior/Manager as the practice scales; scope to hire a junior planner.
- Open to negotiation for standout candidates (bringing clients welcome, not essential).
About you:
- Level 4 Diploma (essential) with SPS; Chartered preferred.
- Proven in face‑to‑face financial planning.
Financial Planner in Northampton employer: Ellis James Partners Limited
Contact Detail:
Ellis James Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Northampton
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on financial planning through social media or blogs. This not only highlights your knowledge but also makes you more visible to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Planner in Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your face-to-face planning experience and any relevant qualifications, like your Level 4 Diploma.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've nurtured client relationships and contributed to a positive client experience in your previous roles.
Showcase Your Client Management Skills: Since you'll be taking over an active client bank, it’s crucial to demonstrate your ability to manage and grow client portfolios. Mention any past successes in increasing funds under management or improving client satisfaction.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Ellis James Partners Limited
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics. Brush up on key figures related to client portfolios, typical FUM, and how you can add value to the existing client base. Being able to discuss these confidently will show that you’re ready to take over and grow the portfolio.
✨Showcase Your Client Relationship Skills
Since this role involves nurturing and growing client relationships, prepare examples from your past experiences where you successfully managed client expectations and delivered exceptional service. Think about specific challenges you faced and how you overcame them to strengthen those relationships.
✨Understand the Company Culture
Research the firm’s Employee Ownership Trust structure and how it impacts their operations and culture. Be ready to discuss how you align with their values and how you can contribute to the long-term success of the practice. This shows you’re not just looking for a job, but a place where you can make a difference.
✨Prepare Questions
Interviews are a two-way street, so come prepared with insightful questions about the firm’s growth plans, support structures, and how they envision the role evolving. This not only demonstrates your interest but also helps you gauge if the company is the right fit for you.
