Recruiting now
| Posted: | 15/09/26 | |
| Recruiter: | Ellis James Partners Ltd | |
| Reference: | 3177526886 | |
| Type: | Permanent | |
| Salary: | £45,000 - £55,000 Annual | |
| Location: | Northamptonshire | |
| Description: | Trainee Financial Adviser (Established Client Bank) Northampton £45,000-£55,000 + Review Bonus + Existing Clients Ready to move from Paraplanning into Advice? If you've spent the last few years writing suitability reports, building financial plans and supporting advisers behind the scenes, you've probably wondered when you'll get the opportunity to advise clients yourself. This role has been created for exactly that person. We're working with a well-established wealth management firm in Northampton looking to appoint a Financial Adviser to inherit an existing portfolio of clients and conduct ongoing annual reviews - not win new business (future opportunities to build the book if you want) You'll receive full support from an experienced Lead Adviser while building confidence in front of clients, making this an ideal first advisory position for an experienced paraplanner. Equally, if you're already advising clients but would prefer to focus on servicing an existing client bank rather than continual business development, we'd also like to hear from you. What you'll inherit
The role Your focus will be on delivering ongoing financial planning advice across pensions, investments and protection, building trusted relationships with existing clients and ensuring they continue to receive an excellent level of service. This isn't a cold-calling or self-generation role. The client relationships already exist - your role is to nurture them and provide quality financial advice. About you You'll ideally be:
You'll also have:
An SPS is advantageous but not essential for those moving from paraplanning into advice. Package
Why consider this role? Opportunity to step into advising without the expectation of generating your own clients. If you've built your technical knowledge in paraplanning and you're ready to take the next step, this offers the chance to develop as an adviser with an established client bank already in place. | |