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Financial Adviser – Existing Client Bank
Job in
Wolverhampton, West Midlands, WV98, England, UK
Listed on 2026-07-21
Listing for:
Modus Talent
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Modus Talent is seeking a Financial Adviser in Wolverhampton to manage and develop an existing client bank and identify new business opportunities within a compliant, relationship-led role. You will conduct annual and interim reviews across investments, pensions, protection and tax planning, delivering tailored recommendations.
You'll work with Directors and paraplanning teams to ensure a high-quality client experience while aiming to grow funds under management through new business, with an
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