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Financial Adviser
Job in
Wolverhampton, West Midlands, WV98, England, UK
Listed on 2026-05-21
Listing for:
Modus Talent
Full Time
position Listed on 2026-05-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
FINANCIAL ADVISER £45,000 £ 60,000 + Uncapped Commission Wolverhampton, Career Development, Existing Client Bank
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.
Responsibilities- 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.
- 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
- 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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