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 join a supportive and professional environment with strong long-term earning potential.    
The Candidate 

Level 4 Diploma in Regulated Financial Planning (essential or working towards)  
Chartered status or working towards Chartered desirable  
Experience delivering financial advice and client reviews  
Strong relationship-building and communication skills  
Commercially aware with a client-centric approach  
Strong understanding of FCA compliance requirements  
Ability to explain complex financial matters clearly and confidently  
Professional, trustworthy and proactive approach     
The Package 

Salary £45,000–£60,000  
Uncapped commission on new business 
Existing client portfolio provided  
Full-time permanent position  
Career development and progression opportunities  
Supportive team environment     
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Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. 
  
Our approach is methodical, consultative and tailored — offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. 
  
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation