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: