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Permanent

Financial Planner

Northamptonshire
money-bag 65000.00-65000.00 Annual
3059361757
Posted 2 days ago

Experienced Financial Planner (Northampton / Hybrid) £75k base + negotiated commission (Initial Advice Fee and Ongoing Advice Fee) Take over (Apply online only) active clients Typical individual FUM £150k+ Step into a book that matters. Our client is a well established, growing advice firm with an Employee Ownership Trust (EOT) structure - everyone has a stake in long term success. They''re hiring an Experienced Financial Planner to inherit a live client bank from a retiring adviser, with a phased handover and full support. The role Own a well established portfolio from day one; nurture and grow those relationships. Deliver holistic, face to face financial planning backed by a supportive ops team. Work closely with paraplanning/admin support on review packs, reports, and suitability letters. Collaborate across the practice; contribute to proposition and client experience. What''s in it for you £75k base + negotiated commission (IAF / OAF). Paraplanning and admin support; efficient workflows and review prep. Progression to Senior/Manager as the practice scales; scope to hire a junior planner. Open to negotiation for standout candidates (bringing clients welcome, not essential). About you Level 4 Diploma (essential) with SPS; Chartered preferred. Proven in face to face client engagement and holistic planning. Based within 1 hour of Northampton; comfortable with hybrid field/office pattern. Relationship builder with the drive to deliver excellent client outcomes and le

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