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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