Financial Adviser – Client Servicing

Financial Adviser – Client Servicing

Pattingham, South Staffordshire WV6

Permanent

Full-time

£45,000 + 20% Commission on New Business Identified

About the Role

We are seeking an experienced Financial Adviser to join an established and growing wealth management practice on a client servicing basis. This role is focused on providing high-quality ongoing financial advice, reviews and relationship management to an existing portfolio of clients.

The successful candidate will ensure clients receive personalised, compliant and proactive financial guidance aligned with their goals. In addition, this role carries a responsibility to identify opportunities to grow funds under management from both existing and new clients.

Key Responsibilities

Client Relationship Management:

• Act as the main point of contact for an assigned client bank
• Conduct annual and interi...