At a Glance
- Tasks: Manage and develop client portfolios while delivering holistic financial advice.
- Company: Join a leading UK accountancy and professional services group with a people-first culture.
- Benefits: Earn up to £70,000, enjoy 33 days off, and access ongoing professional development.
- Other info: Collaborative environment with clear progression opportunities and employee recognition awards.
- Why this job: Work with established clients and professional networks for genuine career growth.
- Qualifications: Must have Level 4 financial planning qualification and strong technical knowledge.
The predicted salary is between 49500 - 60500 £ per year.
This opportunity offers access to a strong pipeline of clients, established relationships with professional introducers and the backing of one of the UK’s leading accountancy and professional services groups.
We are recruiting an experienced Financial Adviser to join a growing wealth management team in Northampton. You will provide genuinely holistic financial planning while building long-term relationships with private clients, families and professional connections.
This is not a cold-start role where you will be left to build everything alone. You will work within an established professional network that creates natural opportunities for introductions and new client relationships.
What you’ll be doing:
- Managing and developing a portfolio of private clients
- Delivering holistic advice across pensions, investments, protection, tax planning, trusts and estate planning
- Conducting detailed financial reviews and producing tailored financial plans
- Developing long-term relationships built around trust and excellent client outcomes
- Working closely with accountancy and professional services colleagues
- Building productive relationships with professional introducers
- Identifying opportunities to grow client relationships and the wider financial planning business
- Maintaining consistently high standards of suitability, compliance and client care
Why consider this opportunity?
- You will be joining an ambitious, people-focused organisation that combines the resources of a major national firm with the relationships and accessibility of a local team.
- An established pipeline of potential clients and professional introductions
- The credibility and resources of a leading UK professional services group
- Access to an extensive international professional network
- A people-first culture recognised with Investors in People Gold accreditation
- Genuine investment in professional qualifications and ongoing development
- Clear career progression opportunities across a growing organisation
- A supportive management structure and collaborative working environment
- Employee recognition awards
- 33 days’ annual leave, including bank holidays
- Pension and additional employee benefits
- Access to a 24-hour Employee Assistance Programme
What we’re looking for:
- Competent Adviser Status
- A Level 4 financial planning qualification or equivalent
- Chartered status, or be actively working towards it
- Strong technical knowledge across pensions, investments, protection, tax, trusts and estate planning
- A sound understanding of FCA regulations and compliant advice processes
- The ability to build trusted relationships with clients and professional introducers
- A proactive, commercially aware and client-first approach
You do not need to arrive with a large portable client bank. The opportunity is built around serving existing and referred clients while developing new relationships through the firm’s wider professional network.
If you are an accomplished adviser who wants quality client opportunities, credible professional connections and the backing to build a long-term career, this role deserves a conversation.
Salary: Up to £70,000, depending on experience
Financial Adviser in Northampton employer: Ortus PSR Careers
Join a forward-thinking wealth management firm in Launceston, Cornwall, where you can thrive as an Independent Financial Adviser. With a strong emphasis on client-centric service and a supportive work culture, you'll benefit from comprehensive in-house resources, marketing support, and opportunities for professional growth. Enjoy the flexibility of a home-based role while having access to office facilities, allowing you to focus on building meaningful client relationships and achieving financial independence for your clients.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Northampton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus PSR Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser in Northampton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus PSR Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus PSR Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus PSR Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus PSR Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus PSR Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus PSR Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
