Senior/Chartered Wealth Manager

james phillip financial recruitmentNorthampton, Northamptonshire🇬🇧United KingdomPosted 25 Sept 2026

Why This Role Stands Out

This hybrid role offers an exceptional opportunity to manage a significant client portfolio and contribute to a reputable financial advisory firm, fostering your career growth. You'll thrive here if you're an experienced Chartered (or near Chartered) Wealth Manager seeking to leverage your expertise with High Net Worth and Ultra High Net Worth clients. Don't miss out on this chance to advance your career in a dynamic environment!

Quick Overview

Seniority

Mid Senior

Employment type

Full Time

Work mode

Hybrid

Location

Northampton, Northamptonshire, United Kingdom

Job Description

James Phillip Financial Recruitment are working with a local Wealth Management company looking for a Chartered (or near) financial planner to join a unique local practice.

Employed position in a company that offer financial advice to a client base of HNW & UHNW clients they are now looking for an experienced Financial adviser to join their team to manage a client portfolio (c£40m) click apply for full job details