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Financial Adviser

Company

Modus Talent

Location

Pattingham, Staffordshire

Type

Full-time

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 acr...

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