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Servicing Financial Adviser

Job Posted: a month ago

Salary: £ 50,000 - 55,000 / Annum
Job Type: Permanent
Location: Northampton

Expire in: 11 hours

Job Description

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 within 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

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