Wealth Manager/Senior Wealth Manager

Stewart Johnson Partners Limited; Northampton; On-site; GBP 40,000 - 85,000; Full time

Benefits offered by this job

4% employer pension contribution

6% after probation

21 days annual leave + Bank Holidays

Car benefit after probation

Bonus for new business

Job summary

Stewart Johnson Partners Limited in Northampton is seeking a Wealth Manager or Senior Wealth Manager to deliver holistic financial advice to private clients, manage relationships, and contribute to growth. The role requires 20–50% travel to client visits and will be based primarily in the Northampton office.

The salary range is 40,000–85,000 DOE plus bonus, with a focus on compliant, high-quality advice and progression toward Chartered status.

Qualifications

• Must have strong technical knowledge across financial planning and wealth management.
• Appropriate financial planning qualifications for your level of experience.
• Chartered status, or progress towards Chartered status, is highly relevant for Senior Wealth Manager level.
• Solid understanding of FCA requirements and compliant advice.

Responsibilities

• Provide holistic financial planning and wealth management advice to private clients.
• Manage and develop long-term client relationships, delivering personalised service.
• Conduct client meetings, reviews and financial planning discussions.
• Develop relationships with new clients and professional introducers.
• Generate new business while maintaining strong client service.
• At Senior Wealth Manager level, take greater ownership of complex client relationships and support colleagues.

Skills

Financial advisory

Wealth management

Education

Financial planning qualifications

Chartered status in progress

Job description

Wealth Manager / Senior Wealth Manager

Location: Northampton
Salary: 40,000- 85,000 DOE + bonus
Hours: Full-time, permanent
Travel: Approximately 20-50% client visits

The Opportunity

We are recruiting for a Wealth Manager / Senior Wealth Manager on behalf of an established independent wealth management business based in Northampton.

The business is open to appointing at either level, depending on experience, qualifications and responsibility, with a salary of 40,000- 85,000 DOE plus bonus and benefits.

The Role

You will provide high-quality holistic financial advice to private clients, manage and develop existing relationships and contribute to growth through new clients and professional introducers.

Approximately 20-50% of your time will involve visiting clients, with the remainder primarily based in the Northampton office.

Key Responsibilities

• Provide holistic financial planning and wealth management advice to private clients.
• Manage and develop long-term client relationships, delivering a highly personalised service.
• Conduct client meetings, reviews and financial planning discussions.
• Develop relationships with new clients and professional introducers.
• Generate new business while maintaining a strong focus on existing client service.
• At Senior Wealth Manager level, take greater ownership of complex client relationships and support colleagues.

The Ideal Candidate

We're looking for someone who has:

• Experience as a Financial Adviser, Wealth Manager, Financial Planner or in a similar regulated advice role.
• Strong technical knowledge across financial planning and wealth management.
• Appropriate financial planning qualifications for your level of experience.
• Chartered status, or progress towards Chartered status, will be particularly relevant at Senior Wealth Manager level.
• A strong understanding of FCA requirements and the importance of high-quality, compliant advice.

What's on Offer?

• 40,000- 85,000 basic salary depending on experience and level.
• 25% new business bonus, paid monthly in the following year.
• 4% employer pension contribution, increasing to 6% after successful probation.
• 21 days annual leave plus Bank Holidays.
• 5,000 car benefit after successful probation.

If you're an experienced Wealth Manager, Financial Adviser or Financial Planner looking for your next opportunity, we'd love to hear from you.