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Servicing Financial Planner

Job Posted: 19 days ago

Salary: £ Competitive
Job Type: Permanent
Location: Wolverhampton

Expire in: 8 days

Job Description

Servicing Financial Adviser (Pathway to Chartered)
 Location: Near Wolverhampton (WV6)
 Salary: ~£45,000 + 20% New Business Bonus
 Client Bank: ~350 households
  
      A great opportunity to step into a client-facing advisory role with immediate ownership of a well-established client bank.
  
 An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for ~350 existing households with full back office support - retaining and developing relationships while identifying new inflows across both existing and newly introduced clients.
  
 What you'll actually be doing
  
Managing and growing relationships across ~350 existing households 
Conducting reviews and ad-hoc advice conversations - these should feel like the highlight of your week, not admin 
Spotting where clients could be better served - more FUM consolidated, gaps in protection, underused allowances 
Progressing toward Chartered if you're not already there - funded and supported.   
 You'll be a good fit if
  
You're a qualified adviser (or a paraplanner who's been doing the advice work and wants the title to match) with real client-facing experience 
You're Chartered, or interested in pursuing this. 
You find it easy to have proactive conversations with clients, because you're genuinely interested in their situation 
You want to be recognised when you do well - the bonus structure is real and meaningful   
 What good looks like in 12-18 months
  
 Retention is high. Clients are referring people they care about. The book has grown through consolidation and warm introductions. You're Chartered, or on a credible path. And you feel like you're advising, growing, and being properly rewarded.
  
 Interested? Let's talk.
  
 No lengthy application process. If this reads like you, reach out with a brief note on where you are in your career

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