Financial Adviser

FINANCIAL ADVISER £45,000 - £60,000 + Uncapped Commission - Wolverhampton, Career Development, Existing Client Bank The Job 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. Key responsibilities include: 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 ..... full job details .....