Job Description
Financial Adviser - £45,000-£60,000 + Uncapped Commission - Wolverhampton, Career Development, Existing Client Bank
The Job
An established and growing financial planning practice is seeking a Financial Adviser to manage and develop an existing portfolio of clients while identifying opportunities for new business growth.
This is a relationship-led role focused on delivering high-quality ongoing advice and reviews, helping clients achieve their long-term financial goals through proactive and compliant financial planning.
You’ll work closely with Directors, paraplanning and operations teams to deliver a seamless client experience, while also identifying opportunities to increase funds under management across both existing and prospective clients.
Key responsibilities include:
* Managing relationships with an existing client bank
* Conducting annual and interim financial reviews
* Providing holistic financial planning advice across investments, pensions, protection and tax-efficient planning
* Identifying opportunities to increase FUM and generate new business
* Producing compliant financial recommendations and suitability reports
* Monitoring portfolios and recommending strategic adjustments where appropriate
* Maintaining accurate FCA-compliant records and documentation
* Working collaboratively with paraplanning and administration teams
* Supporting best practice initiatives and continuous improvement across the business
* This is an excellent opportunity for an adviser looking to join a supportive and professional environment with strong long-term earning potential.
The Candidate
* Level 4 Diploma in Regulated Financial Planning (essential or working towards)
* Chartered status or working towards Chartered desirable
* Experience delivering financial advice and client reviews
* Strong relationship-building and communication skills
* Commercially aware with a client-centric approach
* Strong understanding of FCA compliance requirements
* Ability to explain complex financial matters clearly and confidently
* Professional, trustworthy and proactive approach
The Package
* Salary £45,000-£60,000
* Uncapped commission on new business
* Existing client portfolio provided
* Full-time permanent position
* Career development and progression opportunities
* Supportive team environment
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