Financial Adviser
Wolverhampton – Onsite
£40,000 – £50,000 + 20% commission on new business + 25 days holidays + supportive environment + long-term client bank + healthcare + Company bonus
Are you a part qualified or qualified client focused Financial Adviser who enjoys building long-term relationships and delivering high-quality ongoing advice?
This is a great opportunity to join a well-established practice where you’ll manage an existing portfolio of clients, providing regular reviews, tailored advice, and proactive financial planning.
The role is focused on client servicing and retention, with additional scope to identify opportunities to grow funds under management.
You’ll play a key role in maintaining strong client relationships, ensuring advice remains aligned to their goals, and delivering a professional, compliant service within a collaborative team environment.
The Role:
*Manage and develop an existing client bank, acting as the main point of contact
*Conduct annual and ongoing client reviews, adapting financial plans as needed
*Identify opportunities to increase FUM from existing clients and new introductions
*Monitor client portfolios and recommend adjustments where appropriate
* Work closely with paraplanners and administrators to deliver compliant advice
The Person:
*Level 4 Diploma in Regulated Financial Planning (or working towards)
*Experience providing financial advice or conducting detailed client reviews
*Ability to explain complex financial concepts clearly
*Professional, client-focused approach with a long-term mindset