Financial Planner

Experienced Financial Planner (Northampton / Hybrid)
£75k base + negotiated commission (Initial Advice Fee & Ongoing Advice Fee)
Take over (Apply online only) active clients | Typical individual FUM ~£150k+
 
Step into a book that matters. Our client is a well‑established, growing advice firm with an Employee Ownership Trust (EOT) structure - everyone has a stake in long‑term success.
 
They're hiring an Experienced Financial Planner to inherit a live client bank from a retiring adviser, with a phased handover and full support.
 
The role
 
Own a well‑established portfolio from day one; nurture and grow those relationships.
Deliver holistic, face‑to‑face financial planning backed by a supportive ops team.
Work closely with paraplanning/admin support on review packs, reports, and suitability letters.
Collaborate across the practice; contribute to proposition and client experience.

What's in it for you
 
£75k base + negotiated commission (IAF / OAF).
Paraplanning & admin support; efficient workflows and review prep.
Progression to Senior/Manager as the practice scales; scope to hire a junior planner.
Open to negotiation for standout candidates (bringing clients welcome, not essential).

About you
 
Level 4 Diploma (essential) with SPS;
Chartered preferred.
Proven in face‑to‑face client engagement and holistic planning.
Based within ~1 hour of Northampton; comfortable with hybrid field/office pattern.
Relationship‑builder with the drive to deliver excellent client outcomes and lead as the practice grows.

Why now
This is more than "another adviser role." It's a genuine succession opportunity to own your book, shape the next phase of a people‑focused firm, and progress into senior leadership