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