About this role
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.