Financial Adviser

Posted 25 March by James Phillip Financial Recruitment
£70,000 - £95,000 per annum
Northampton , Northamptonshire
Permanent, full-time
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Posted by James Phillip Financial Recruitment

James Phillip Financial Recruitment are working with a local Wealth Management company looking ideally for a Chartered (or near) financial planner or a vastly experienced adviser to join a unique local practice.

Great opportunity in an employed position for a company that offer financial advice to a client base of HNW & UHNW clients. They are now looking for an experienced Financial adviser to join their team to manage a client portfolio (c£40m). A 'farmer' type role looking after a client bank rather than 'hunting' for new business.

Hybrid working available, the client bank is local to Northampton.

As a long standing client of ours, they have a truly impressive business model, backed with excellent support staff. Paraplanning and Sales support provided so that you are using your time the best.

Salary £75k - £95k plus bonus plus excellent benefits.

Please forward your CV for further details.

Required skills

  • Advice
  • Adviser
  • Chartered
  • HNW
  • Wealth Management

Application question

Experienced IFA?

Reference: 52369612

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