Financial Adviser

Location: West Northamptonshire

Trainee Financial Adviser (Established Client Bank)
Northampton
£45,000-£55,000 + Review Bonus + Existing Clients
 
Ready to move from Paraplanning into Advice?
 
If you've spent the last few years writing suitability reports, building financial plans and supporting advisers behind the scenes, you've probably wondered when you'll get the opportunity to advise clients yourself.
 
This role has been created for exactly that person.
 
We're working with a well-established wealth management firm in Northampton looking to appoint a Financial Adviser to inherit an existing portfolio of clients and conduct ongoing annual reviews - not win new business (future opportunities to build the book if you want)
 
You'll receive full support from an experienced Lead Adviser while building confidence in front of clients, making this an ideal first advisory position for an experienced paraplanner.
 
Equally, if you're already advising clients but would prefer to focus on servicing an existing client bank rather than continual business development, we'd also like to hear from you.
 
What you'll inherit
 
An established client bank of approximately £7.5m FUM
Around 100 client reviews each year
Existing recurring income
Full paraplanning and administrative support
Structured handover and ongoing mentoring   
The role
Your focus will be on delivering ongoing financial planning advice across pensions, investments and protection, building trusted relationships with existing clients and ensuring they continue to receive an excellent level of service.
 
This isn't a cold-calling or self-generation role. The client relationships already exist - your role is to nurture them and provide quality financial advice.
 
About you
 
You'll ideally be:
 
An experienced Paraplanner ready for your first advisory opportunity; or
A Junior Financial Adviser looking for an established client bank; or
An experienced Adviser who enjoys servicing existing clients more than chasing new business.

You'll also have:
 
Level 4 Diploma in Financial Planning (DipPFS or equivalent)
Strong technical knowledge across pensions and investments
Excellent communication skills and the confidence to build long-term client relationships
A client-first approach to financial planning   
An SPS is advantageous but not essential for those moving from paraplanning into advice.
 
Package
 
£50,000-£55,000 basic salary
£50 per completed annual review
Existing client portfolio
Hybrid working (4 office / 1 home)
Genuine long-term career development
Collaborative, supportive team environment   
Why consider this role?
Opportunity to step into advising without the expectation of generating your own clients.
 
If you've built your technical knowledge in paraplanning and you're ready to take the next step, this offers the chance to develop as an adviser with an established client bank already in place