Financial Adviser

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 An established client bank of approximately £7.5m FUM Around 100 client reviews each year Existing recurring income Full paraplanning and administrative support Structured handover and ongoing mentoring 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 ..... full job details .....