FINANCIAL ADVISER - WOLVERHAMPTON

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

FINANCIAL ADVISER - WOLVERHAMPTON

An exciting opportunity has arisen for an experienced Financial Adviser to join a successful and growing financial planning business.

This is an excellent opportunity for an Adviser looking to develop their career within a supportive environment, with an existing portfolio of clients provided to service from day one, while also having the opportunity to build and develop their own client portfolio.

Previous St. James's Place experience is not required. The business is open to Advisers from a range of financial planning backgrounds.

The Role

As a Financial Adviser, you will be responsible for providing high-quality financial advice and building strong, long-term relationships with clients.

You will be provided with an existing client bank to service, giving you an established starting point, while also being encouraged and supported to develop new business and grow your own portfolio of clients.

This opportunity would suit an Adviser who enjoys working with existing clients but is also commercially minded and motivated to build their own client relationships and generate new business.

Key Points:

• Basic salary of £40,000 - £80,000, depending on experience.

• An existing portfolio of clients provided.

• Opportunity to develop and grow your own client portfolio.

• Previous St. James's Place experience is not required.

• Opportunity to join a growing financial planning business.

• Suitable for an experienced Financial Adviser looking to develop their career and client base.

About You

We are looking for an experienced Financial Adviser who is:

• 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.

Location: Wolverhampton & surrounding areas, or Basingstoke/Reading area

Job Type: Full Time, Permanent

Salary: £40,000 - £80,000 basic, depending on experience

If you are an experienced Financial Adviser looking for an opportunity where you can inherit an existing client portfolio while also having the freedom and support to develop your own, this could be an excellent next step.