Financial Adviser

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.