Senior Wealth Advisor

2 days ago


Kettering, Northamptonshire, United Kingdom Northampton Business Directory Full time

About the Role

We are seeking a Senior Financial Planner to join our team in Northampton. As a key member of our business development team, you will be responsible for managing a portfolio of clients with complex needs and delivering high-quality financial planning services.

The estimated salary for this role is £50,000 - £70,000 per annum, depending on experience. In addition to a competitive salary, you will also receive benefits such as comprehensive training, career development opportunities, and a supportive work environment.

Key Responsibilities

  • Manage a smaller portfolio of clients with more complex needs while building their portfolio and delivering high-quality financial planning services.
  • Target and win new clients for Northampton Business Directory in our chosen markets while proactively delivering an excellent client experience and adding value for existing clients.
  • Proactively lead own and team's personal and technical knowledge, including investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.


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