Servicing Financial Adviser

Location: Moulton

Financial Adviser / Servicing Adviser
Northampton | Hybrid Working (4 Days in Office)
£50,000-£55,000 + £50 Per Annual Review
 
An excellent opportunity has arisen for a Financial Adviser to join a highly regarded wealth management firm in Northampton, supporting an established client bank within a collaborative and well-structured environment.
 
This position would suit either:
 
A younger or newly qualified adviser looking to build their career on strong foundations, gain exposure to an established client base, and develop within a well-supported advisory environment
An experienced adviser who prefers to step away from the pressures of business development and focus on delivering high-quality financial planning and long-term client relationships   
The successful individual will take responsibility for servicing an existing portfolio of clients, conducting annual reviews, and delivering ongoing financial planning support across pensions, investments, and wider wealth management needs.
 
The priority for this role is not sales-driven growth, but ensuring clients are looked after by a capable and trusted adviser who can maintain and develop long-term relationships.
 
The Opportunity
 
Existing client bank of approximately £7.5m FUM
Around 100 annual reviews provided
Working alongside an experienced Lead Adviser
Established CIP / CRP structure in place
Hybrid working model (4 days office-based)
Stable and supportive environment with strong internal infrastructure   
Responsibilities
 
Conduct annual client reviews and ongoing servicing meetings
Build trusted long-term client relationships
Deliver compliant and client-focused financial planning advice
Work collaboratively with paraplanning and support teams
Maintain high standards of client communication and service
Support the wider advisory function where required   
Package
 
£50,000-£55,000 basic salary
£50 per completed review
Existing recurring client work provided
Long-term progression potential for the right individual   
Requirements
Essential:
 
Level 4 Diploma in Financial Planning (DipPFS or equivalent)  Desirable:

Experience with in a Financial Planning or Wealth Management firm
Current Statement of Professional Standing (SPS)   
This is an opportunity to join a respected business with a long-term approach to client relationships, where advisers are supported to focus on delivering high-quality financial planning and service