Job Information

We are recruiting for an IFA who can take over an existing client book for our client based in Northamptonshire.

Salary £75,000 + commission on new business.

Our client, a truly independent Financial Planners, based in Northampton, specialises in the financial well-being of their clients. The team have over 30 years' experience in the Financial Planning industry. Being qualified Chartered Financial Planners and encouraging others to work towards that accolade are seeking a qualified Financial Planner to join the successful team.

Ideally you should be Chartered or happy working towards. (must be SPS)

They specialise in pensions, Investment, SME and family wealth planning including mortgages. The mission is to give all client's financial security. They achieve this by offering high levels of service and giving situationally based advice that’s entirely focused upon individual needs and requirements.

Real opportunity to drive business growth

Employed role or self employed

Flexible working pattern encouraging better work life balance.

What is needed?

Level 4 Diploma in Financial Planning

Min. 2 years in a similar role, paraplanner also considered

Great technical and regulatory knowledge of financial planning 

If you would like further information, please get in touch.