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- Tasks: Help clients achieve financial goals through tailored advice and comprehensive planning.
- Company: Join a leading wealth management firm known for its supportive culture and professional growth.
- Benefits: Enjoy flexible hybrid working, generous holidays, enhanced pensions, and wellbeing programmes.
- Why this job: Make a meaningful impact on clients' financial futures while enjoying great workplace perks.
- Qualifications: Experience in financial advisory roles and relevant qualifications are essential.
- Other info: Be part of an Employee Ownership Trust with annual tax-free bonuses.
The predicted salary is between 51000 - 73000 £ per year.
Working with a large diverse established client group you will act as a partner, helping individuals take control of their finances and work towards their financial objectives. You will provide a comprehensive approach to personal finance, ensuring that clients have the tools and knowledge to achieve their long-term financial security. The organisation is renowned for its supportive, collaborative environment and commitment to professional growth.
A leading Long-Term Financial Planning firm is seeking a Financial Advisor to join their Northampton office. This is an exceptional opportunity for you to work with a large, established and diverse client base, providing comprehensive financial advice that empowers individuals and businesses to achieve their long-term goals. The organisation is renowned for its supportive, collaborative environment and commitment to professional growth, offering flexible hybrid working arrangements and a suite of generous employee benefits. As part of an Employee Ownership Trust, you will not only contribute to the success of your clients but also share in the rewards of the company’s achievements. If you are passionate about making a meaningful difference in people’s financial futures while enjoying outstanding workplace perks and ongoing training opportunities, this role could be your next career move.
- Work with a broad portfolio of personal and corporate clients, delivering tailored financial solutions that make a real impact on their lives and businesses.
- Enjoy flexible hybrid working options, generous holiday entitlement, enhanced pension contributions, and access to a comprehensive wellbeing programme for you and your family.
- Benefit from being part of an Employee Ownership Trust, where your dedication is recognised through annual tax-free bonuses and opportunities for professional advancement.
What you\’ll do:
As a Financial Advisor in this respected wealth management practice based in Northampton, you will play a pivotal role in guiding individuals and companies towards achieving their financial ambitions. Your day-to-day activities will involve engaging deeply with clients to understand their unique situations before crafting tailored plans that encompass everything from retirement income strategies to investment portfolios. You will use your analytical skills to interpret complex data sets and recommend practical solutions that drive positive outcomes. By maintaining strong communication channels with your clients, you will demystify complicated concepts and empower them to make informed decisions about their finances. Your ability to stay abreast of regulatory changes ensures your advice is always compliant and trustworthy. Working collaboratively with other professionals both inside and outside the organisation allows you to offer truly comprehensive support. Success in this role comes from building enduring relationships founded on empathy, reliability, and expert guidance—helping clients feel secure about their present circumstances while preparing confidently for the future.
- Conduct thorough reviews with clients to gather detailed information about their financial position, aspirations, and risk preferences, ensuring all advice is personalised and relevant.
- Develop bespoke financial plans that address each client’s unique needs across retirement planning, investment strategies, estate planning, and protection solutions.
- Analyse complex financial data to identify areas for improvement and create actionable recommendations that align with clients’ objectives and circumstances.
- Maintain up-to-date knowledge of a wide range of financial products including investments, pensions, insurance policies, and select the most suitable options for each client.
- Design robust retirement income strategies that help clients understand their options and secure sufficient funds for their future needs.
What you bring:
To excel as a Financial Advisor in this forward-thinking wealth management firm, you will bring proven experience advising clients on personal finance matters within regulated environments. Your background should include hands-on involvement in developing tailored plans covering investments, pensions, protection products, and estate planning. You are adept at interpreting complex data sets using advanced software tools while remaining sensitive to each client’s individual needs. Your interpersonal skills are second-to-none; you communicate clearly yet empathetically whether educating first-time investors or supporting seasoned business owners through major transitions. A deep understanding of industry regulations underpins your work ethic—ensuring every recommendation meets rigorous compliance standards. You thrive when collaborating across disciplines—valuing input from legal experts or fellow advisors—and are committed to ongoing learning so your knowledge remains current amidst evolving market conditions. Above all else, your passion lies in helping others achieve security through thoughtful guidance rooted in integrity.
- Demonstrated experience in financial planning or advisory roles spanning at least three years within the financial services sector.
- Possession of a Level 6 qualification such as the Advanced Diploma in Financial Planning (CII) or Diploma in Financial Planning (CISI), though candidates holding Level 4 qualifications will also be considered if they bring additional relevant experience.
- Proficiency in using specialist financial planning software tools (such as IO) to analyse data efficiently and produce high-quality reports for clients.
- Deep understanding of a broad spectrum of financial products including investments, pensions, insurance policies, and how these can be leveraged for different client scenarios.
- Comprehensive knowledge of current regulations governing the UK financial services industry coupled with an unwavering commitment to ethical conduct.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
About the job
Contract Type: Permanent
Specialism: Accountancy & Finance
Focus: Accountant
Workplace Type: On-site
Experience Level: Mid Management
Location: Northampton
Contract Type: Permanent
Specialism: Accountancy & Finance
Focus: Accountant
Industry: Accountancy
Salary: £60,000 – £70,000 per annum
Workplace Type: On-site
Experience Level: Mid Management
Location: Northampton
FULL_TIME
Job Reference: 1580MV-B26CC119
Date posted: 11 July 2025
Consultant: Ashley Koven
midlands accountancy-finance/accountant 2025-07-11 2025-09-09 accountancy Northampton Northamptonshire GB GBP 60000 70000 70000 YEAR Robert Walters https://www.robertwalters.co.uk https://www.robertwalters.co.uk/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true
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Financial Advisor employer: Robert Walters UK
Contact Detail:
Robert Walters UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial services sector, especially those who are already working as Financial Advisors. Attend industry events or webinars to connect with potential colleagues and learn about their experiences. This can provide you with valuable insights and may even lead to referrals.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. Subscribe to relevant financial news outlets or join professional associations. Demonstrating your knowledge during interviews will show that you are proactive and committed to your professional development.
✨Tip Number 3
Consider shadowing a current Financial Advisor for a day. This hands-on experience can give you a clearer understanding of the role and help you articulate your passion for the position during interviews. Plus, it shows initiative and eagerness to learn.
✨Tip Number 4
Prepare specific examples of how you've successfully helped clients in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your responses. This will help you convey your expertise and ability to build strong client relationships effectively.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and advisory roles. Emphasise your qualifications, such as the Level 6 qualification in Financial Planning, and any specific software tools you are proficient in.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients achieve their financial goals. Mention your understanding of the company's supportive environment and how your values align with their commitment to professional growth.
Showcase Your Analytical Skills: Provide examples in your application that demonstrate your ability to analyse complex financial data and create tailored financial plans. Highlight any successful outcomes from your previous client engagements.
Highlight Interpersonal Skills: Since the role requires strong communication and relationship-building skills, include anecdotes that showcase your ability to connect with clients and explain complex financial concepts in an understandable way.
How to prepare for a job interview at Robert Walters UK
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products, including investments, pensions, and insurance policies. Be prepared to discuss how these can be tailored to meet different client needs, as this will demonstrate your expertise and ability to provide personalised advice.
✨Showcase Your Analytical Skills
During the interview, highlight your experience with analysing complex financial data. Be ready to share examples of how you've used data to create actionable recommendations for clients, as this is crucial for the role of a Financial Advisor.
✨Emphasise Relationship Building
The ability to build strong relationships with clients is key in this role. Prepare to discuss how you've successfully engaged with clients in the past, focusing on empathy and communication skills that help demystify financial concepts.
✨Stay Updated on Regulations
Demonstrate your knowledge of current regulations governing the UK financial services industry. Be prepared to discuss how you ensure compliance in your advice, as this will show your commitment to ethical conduct and professionalism.
