Servicing Financial Planner

Servicing Financial Adviser (Pathway to Chartered)Location: Near Wolverhampton (WV6)Salary: £45,000 + 20% New Business BonusClient 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.