At a Glance
- Tasks: Manage client portfolios and provide tailored financial advice across various areas.
- Company: Established professional services business with a focus on wealth management.
- Benefits: Negotiable salary, benefits package, and opportunities for professional growth.
- Other info: Supportive environment with networking opportunities to build new relationships.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Experience as a Financial Planner and strong communication skills required.
The predicted salary is between 49500 - 60500 £ per year.
An established and growing professional services business is looking to appoint an experienced Financial Planner to join its wealth management team. This is an excellent opportunity for a client-focused adviser who enjoys delivering holistic financial planning and building long-term relationships with clients.
The role will involve managing an established client portfolio, conducting regular financial reviews and providing tailored advice across investments, pensions, protection, tax planning, trusts and estate planning. Alongside client management, you'll have the opportunity to develop new relationships through networking, professional introducers and the wider business, with the support of a broader professional services environment.
We're looking for someone who:
- Is an experienced Financial Adviser / Financial Planner with Competent Adviser Status
- Is Chartered or actively working towards Chartered status
- Has strong technical knowledge across holistic financial planning
- Builds trusted, long-term client relationships
- Is commercially minded and comfortable developing new business
- Has excellent communication skills and a professional, personable approach
- Takes pride in delivering high-quality, compliant advice
Financial Planner 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
