Financial Adviser: Inherit Clients & Grow Your Portfolio

The JobsBoard; Wolverhampton; On-site; GBP 40,000 - 80,000; Full time

Benefits offered by this job

Existing client portfolio

Grow your own client portfolio

Job summary

The JobsBoard is seeking an experienced Financial Adviser to join a growing financial planning business in Wolverhampton. You will start with an existing client portfolio supplied to you from day one.

You will also have the opportunity to build your own client base and develop new business in a supportive environment. Role is full-time with a salary range of £40,000–£80,000 depending on experience.

Qualifications

• Qualified and experienced in providing financial advice.
• Confident building and maintaining strong client relationships.
• Comfortable servicing an existing portfolio of clients.
• Commercially minded and motivated to develop new business.
• Ambitious and keen to grow their own client portfolio.
• Professional, personable and committed to delivering excellent client service.

Responsibilities

• Provide high-quality financial advice to clients.
• Build and maintain long-term client relationships.
• Service an existing client portfolio while developing new business.

Job description

The JobsBoard is seeking an experienced Financial Adviser to join a growing financial planning business in Wolverhampton. You will start with an existing client portfolio supplied to you from day one.

You will also have the opportunity to build your own client base and develop new business in a supportive environment. Role is full-time with a salary range of £40,000–£80,000 depending on experience.