Employed Financial Planner

Heat Recruitment • Northampton, England, United Kingdom • Posted June 19, 2026

Location Northampton, England
Job Type Full-time
Category Financial Specialists
Posted June 19, 2026
Location

Northampton

Salary £50000 - £70000 TypePermanent WorkplaceOn-Site Ref89844

Recruiter Managing This Role

Employed Financial Planner Northampton Up to £75,000


A highly-reputable wealth management practice are seeking a Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Advisor with the CII qualification, and they prioritise this certification. 


Key Responsibilities:

  • Provide comprehensive financial planning advice to clients, both existing and new.
  • Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met.
  • Collaborate with the team to identify and pursue new business opportunities.
  • Stay updated on industry trends and regulations to provide clients with...
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