Financial Planner

Experienced Financial Planner (Northampton / Hybrid) £75k base + negotiated commission (Initial Advice Fee & Ongoing Advice Fee) Take over (Apply online only) active clients | Typical individual FUM ~£150k+   Step into a book that matters. Our client is a well‑established, growing advice firm with an Employee Ownership Trust (EOT) structure - everyone has a stake in long‑term success.   They're hiring an Experienced Financial Planner to inherit a live client bank from a retiring adviser, with a phased handover and full support.   The role Own a well‑established portfolio from day one; nurture and grow those relationships. Deliver holistic, face‑to‑face financial planning backed by a supportive ops team. Work closely with paraplanning/admin support on review packs, reports, and suitability letters. Collaborate across the practice; contribute to proposition and client experience.   What's in it for you £75k base + negotiated commission (IAF / OAF). Paraplanning & admin support; efficient workflows and review prep. Progression to Senior/Manager as the practice scales; scope to hire a junior planner. Open to negotiation for standout candidates (bringing clients welcome, not essential).   About you Level 4 Diploma (essential) with SPS; Chartered preferred. Proven in face‑to‑face client engagement and holistic planning. Based within ~1 hour of Northampton; comfortable with hybrid field/office pattern. Relationship‑builder with the drive to deliver excellent client outcomes and lead as the practice grows.   Why now This is more than "another adviser role." It's a genuine succession opportunity to own your book, shape the next phase of a people‑focused firm, and progress into senior leadership