James Phillip Financial Recruitment is assisting a local Wealth Management firm in Northampton to hire a Chartered (or near) financial planner. The role is employed and will focus on managing a dedicated client portfolio for high-net-worth clients within a unique local practice.
The successful adviser will join a team dedicated to delivering bespoke financial advice, with a focus on stewardship of a c£40m client book and maintaining exceptional client service for UHNW clients.
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Chartered Wealth Planner | UHNW Portfolio Lead in Northampton employer: James Phillip Financial Recruitment
Join a local award-winning Chartered Wealth company that prioritises employee growth and development, offering a clear pathway to advance into key leadership roles such as the SMF16 Compliance Oversight Function holder. With a strong commitment to compliance excellence and a supportive work culture, employees benefit from ongoing training, a collaborative environment, and the opportunity to make a meaningful impact in the financial services sector while upholding the highest industry standards.
Contact Details:
James Phillip Financial Recruitment Recruitment Team
