At a Glance
- Tasks: Manage client portfolios and provide tailored holistic financial planning.
- Company: Growing wealth management team in Northampton with a supportive culture.
- Benefits: Competitive salary, professional development, and networking opportunities.
- Other info: Join a dynamic team with excellent career growth potential.
- Why this job: Make a real difference in clients' lives through expert financial advice.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 56250 - 68750 £ per year.
Focus Search and Selection is seeking an experienced Financial Planner to join a growing wealth management team in Northampton.
The role is to manage an existing client portfolio, perform regular reviews and provide tailored holistic financial planning, including investments, pensions, protection, tax planning, trusts, and estate planning.
You will also expand relationships via networking and introducers, in a supportive professional services setting.
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Experienced Financial Planner – Holistic Wealth Advisor in Northampton employer: Focus Search and Selection
Join a highly respected wealth management firm in Sheffield, where your career can truly flourish. With a strong commitment to employee development and a collaborative work culture, this company offers clear pathways for progression, competitive salaries, and a supportive team that values your contributions. Experience the benefits of working in a modern environment that prioritises professional growth and fosters a sense of community among its staff.
Contact Details:
Focus Search and Selection Recruitment Team
