Independent Financial Adviser

JR United Kingdom; Northampton; On-site; GBP 45,000 - 55,000; Full time

Job summary

A leading financial planning firm seeks an experienced Independent Financial Adviser to inherit an established client book in Northampton. The role involves providing holistic financial advice and developing new business opportunities while ensuring compliance. With competitive salary and comprehensive support, this position promises significant professional growth.

Benefits

Salary up to £55,000 plus performance-based bonuses

Support with professional fees and exams

Employee wellbeing programmes

Discounts with local businesses

Qualifications

• Experience advising high-net-worth clients across various financial planning areas.

Responsibilities

• Deliver personalised financial advice on pensions, investments, tax, and estate planning.
• Build and maintain long-term client relationships.
• Develop new business through networking and referrals.
• Ensure compliance with regulatory requirements.

Skills

Client-first mindset

Interpersonal skills

Technical knowledge

Regulatory understanding

Education

Level 4 Diploma in Financial Planning

SPS (Statement of Professional Standing)

Chartered Financial Planner or CFP

Job description

Social network you want to login/join with:

Independent Financial Adviser, northampton

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Client:

mbf

Location:

northampton, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

07.06.2025

Expiry Date:

22.07.2025

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Job Description:

An exciting opportunity has arisen for an experienced Independent Financial Adviser (IFA) to join a well-established and highly regarded financial planning team based in Cardiff. This is an integral appointment for a successful firm offering the chance to take over an existing client book and continue to grow through warm internal referrals and your own business development.

The Opportunity:

• Inherit a client book of approximately 100 clients, representing around £23 million in AUM and £100k in recurring income
• Provide high-quality, holistic financial planning advice to high-net-worth individuals
• Work closely with internal departments who generate ongoing client referrals
• Join a firm committed to client outcomes, compliance, and ongoing adviser support

Key Responsibilities:

• Deliver personalised financial advice covering pensions, investments, tax, protection, and estate planning
• Build and maintain long-term client relationships through regular reviews and tailored solutions
• Develop new business opportunities through networking, referrals, and cross-department collaboration
• Ensure all advice and documentation complies with regulatory requirements

What You’ll Need:

• Level 4 Diploma in Financial Planning (DipPFS or equivalent)
• SPS (Statement of Professional Standing)
• Proven experience advising high-net-worth clients across a range of financial planning areas
• Strong technical knowledge and up-to-date regulatory understanding
• A client-first mindset and excellent interpersonal skills
• Additional qualifications such as Chartered Financial Planner or CFP are highly desirable

Benefits Include:

• Salary up to £55,000 (DOE) plus performance-based bonuses
• Client book provided
• Support with professional fees and exams
• Employee wellbeing and assistance programmes
• Discounts with local businesses and other employee perks

This is a unique opportunity to step into a fully supported role with an active client base and ongoing development potential.