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….