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Permanent

Servicing Financial Adviser

Ellis James Partners Ltd
Northamptonshire
money-bag £50000 Annual
Posted: 21 May 2026 (2 days ago)
Closing date: 20 June 2026
Ref: 3111701845

Financial Adviser / Servicing Adviser Northampton Hybrid Working (4 Days in Office) £50,000-£55,000 + £50 Per Annual Review An excellent opportunity has arisen for a Financial Adviser to join a highly regarded wealth management firm in Northampton, supporting an established client bank within a collaborative and well-structured environment. This position would suit either: A younger or newly qualified adviser looking to build their career on strong foundations, gain exposure to an established client base, and develop within a well-supported advisory environment An experienced adviser who prefers to step away from the pressures of business development and focus on delivering high-quality financial planning and long-term client relationships The successful individual will take responsibility for servicing an existing portfolio of clients, conducting annual reviews, and delivering ongoing financial planning support across pensions, investments, and wider wealth management needs. The priority for this role is not sales-driven growth, but ensuring clients are looked after by a capable and trusted adviser who can maintain and develop long-term relationships. The Opportunity Existing client bank of approximately £7.5m FUM Around 100 annual reviews provided Working alongside an experienced Lead Adviser Established CIP / CRP structure in place Hybrid working model (4 days office-based) Stable and supportive environment with strong internal infrastructure Responsibilities ..... full job details .....

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