Financial Adviser

Company Description

Accession is a Chartered Financial Planning firm that provides specialist advice to farmers and rural businesses, recognising the unique needs of each client. The team focuses on investment, retirement, tax, estate, and succession planning tailored to rural enterprises and families. Accession is an Appointed Representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

Operating under the trading name Oundle Wealth Management Ltd, the firm combines professional standards with a personal, client-centered approach.

This is a full-time hybrid role based in Oundle, with flexibility for some work from home. The Financial Adviser will meet with rural business and farming clients to understand their financial goals, assess their current financial position, and develop tailored financial plans. Daily activities include providing advice on investments, retirement planning, tax‑efficient strategies, estate and succession planning, and broader financial planning needs.

The role involves preparing and presenting recommendations, maintaining accurate client records, ensuring compliance with regulatory requirements, and staying current with market developments and financial products. The Financial Adviser will collaborate with colleagues to deliver a high standard of client service and contribute to the growth of the practice.

• Candidates should possess strong Financial Planning and Financial Advisory skills, with experience creating tailored strategies for individual and business clients.
• Candidates should possess solid Finance and Investments knowledge, including understanding of risk profiles, portfolio construction, and investment products.
• Candidates should possess expertise in Retirement Planning, including pensions, long-term savings solutions, and retirement income strategies.
• Candidates should possess the ability to advise on tax, estate, and succession planning within a regulated environment (experience with rural or agricultural clients is beneficial).
• Candidates should possess excellent communication and interpersonal skills, with the ability to build long‑term client relationships and explain complex information clearly.
• Candidates should possess strong analytical, numerical, and problem-solving skills, along with attention to detail and sound judgment.
• Relevant professional qualifications in financial advice or planning (e.g., Level 4 Diploma in Regulated Financial Planning or equivalent) are expected;
  Chartered or working towards Chartered status is an advantage.
• Candidates should possess a commitment to regulatory compliance, ethical conduct, and continuous professional development.