Company: James Phillip Financial Recruitment
Location: Northampton
Job Description:
James Phillip Financial Recruitment is assisting a local Wealth Management firm in Northampton to hire a Chartered (or near) financial planner. The role is employed and will focus on managing a dedicated client portfolio for high-net-worth clients within a unique local practice.
The successful adviser will join a team dedicated to delivering bespoke financial advice, with a focus on stewardship of a c£40m client book and maintaining exceptional client service for UHNW clients.
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Posted: October 22nd, 2026