Servicing Financial Planner

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.

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