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Financial Adviser

MHA Northampton, Royaume-Uni
Mise en ligne il y a 2 jours CDI Competitive

Financial Adviser

MHA Northampton, Royaume-Uni
Financial Adviser

Financial Adviser | Northampton / Cambridgeshire / Lincolnshire / Bedfordshire



Are you an experienced Financial Adviser looking for a role where you can build lasting client relationships, deliver high-quality holistic advice, and be part of a growing professional firm?



At
MHA Wealth , we're looking for a client-focused adviser to join our team. This is an opportunity to work with a strong pipeline of clients, collaborate with talented professionals, and help individuals and families achieve their long-term financial goals.



You'll provide tailored advice across Pensions, Investments, Protection, Tax planning, Trusts and Estate Planning, while ensuring excellent client outcomes and fully compliant advice.




What you'll be doing



  • Managing and developing a portfolio of clients

  • Delivering holistic financial planning advice

  • Building trusted long-term client and introducer relationships

  • Conducting detailed financial reviews

  • Identifying opportunities to grow the financial planning business

  • Working collaboratively with colleagues across MHA




What we're looking for



  • Competent Adviser Status

  • Chartered status, or working towards Chartered

  • Strong technical knowledge across pensions, investments, protection, tax, trusts and estate planning

  • Excellent relationship-building and communication skills

  • A proactive, client-first approach

  • Strong understanding of FCA regulations and compliant advice processes




Why MHA Wealth?



MHA is one of the UK's top 15 accountancy firms and a member of Baker Tilly International, giving our people access to the strength of a national firm and a global network, while staying close to the clients and communities we serve.



We offer a competitive salary package, 33 days' holiday including bank holidays, employee recognition awards, a supportive management structure, career development opportunities, and access to a 24-hour Employee Assistance Programme.



If you're looking for a role where you can make an impact, grow your career and be part of an ambitious, people-focused team, we'd love to hear from you.




Apply now or get in touch for a confidential conversation.

Référence  2544
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