- 25 days holiday + bank holidays
- The chance to buy or sell up to 5 days a year
- Pension
- Healthcare
Independent Financial Adviser
Exchange Street Claims & Financial Services
Posted 23 days ago, valid for a month
Northampton, Northamptonshire NN68AX, England

£500,000 - £750,000 per annum
Full Time
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Sonic Summary
- An independent financial advisory (IFA) business is seeking a financial planner to inherit a client bank valued at approximately £30 million AUM and £150,000 in ongoing advice fees.
- The role requires a minimum of 5 years of post-CAS advice experience and offers a salary range of £60,000 to £80,000, with flexibility based on performance and experience.
- The successful candidate will join a supportive accountancy team with 6 partners and 20 additional accountants, providing ample opportunities for client leads.
- The firm promotes a light-touch management style, empowering its IFAs while ensuring strong paraplanning and administrative support.
- This position is ideal for a self-starter who values independence and is motivated to work within a collaborative environment focused on client relationships.