Chartered Financial Adviser – Oundle, Northamptonshire

Location: Oundle, Northamptonshire (Hybrid working possible)

Package: Competitive base salary + performance-based bonus + benefits

Employment Type: Full-time, Permanent

About the Firm

We’re representing a highly regarded, independent wealth management firm in Oundle, providing expert financial advice to HNW clients, rural businesses, and professionals. The firm prides itself on a client-first approach, supported by an experienced paraplanning and administration team, allowing advisers to focus on strategic advice and relationship-building.

The Opportunity

This is an exceptional opportunity for a Chartered Financial Adviser to join a growing, professional team. You’ll deliver holistic financial planning advice across investments, pensions, protection, and estate planning, while managing a portfolio of loyal clients and benefitting from strong administrative support.

Key Responsibilities

• Provide comprehensive financial advice to HNW individuals and businesses.
• Build and maintain strong, long-term client relationships.
• Work closely with paraplanners and support staff to ensure smooth delivery of advice.
• Stay up-to-date with financial markets, regulations, and industry developments.
• Maintain the highest ethical and professional standards.

About You

• Chartered Financial Planner (or near completion).
• Proven experience advising HNW clients in a holistic, relationship-led environment.
• Excellent communication and interpersonal skills.
• Client-focused with integrity and professionalism at the core.
• Comfortable working collaboratively within a supportive, high-performing team.



What’s on Offer

• Competitive salary with a clear bonus structure.
• Full paraplanning and administrative support.
• Access to an established client base and strong referral opportunities.
• Support for professional development and further qualifications.
• Long-term career progression within a well-respected, growing firm.