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Permanent

Financial Advisor

Wolverhampton
money-bag 45000.00-45000.00 Annual
3085437096
Posted Today

Job Role: Financial AdvisorLocation: WolverhamptonSalary: £45,000 - £50,000 + discretionary bonusWe are working with a well-established, boutique financial planning firm based just outside of Wolverhampton, looking to appoint a Servicing Advisor to join their team.This is an excellent opportunity for an adviser who enjoys working closely with existing clients, providing ongoing advice, and building long-term relationships rather than focusing heavily on new business generation.You will work closely with an established client bank, delivering high-quality financial advice and ensuring clients receive an excellent ongoing service. The role is focused on maintaining and strengthening relationships while helping clients stay on track with their financial goals.Key responsibilities include:Providing ongoing financial advice and reviews to existing clientsMaintaining strong, long-term client relationshipsWorking closely with the paraplanning and administration team to deliver a seamless client experienceEnsuring advice remains compliant and aligned with regulatory requirementsIdentifying opportunities to add further value to client relationshipsThe Ideal Candidate:Level 4 Diploma qualifiedExperience providing holistic financial adviceStrong relationship management and communication skillsA client-first mindset with excellent attention to detailAbility to work collaboratively within a supportive team environmentBenefits:Workplace PensionPrivate healthcare and medical insurance ..... full job details .....

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