Financial Adviser

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Modus Talent
ScreenedJust posted
Nationwide
£45000 - £60000/annum
Posted 1 day ago
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About the role

FINANCIAL ADVISER – £45,000–£60,000 + Uncapped Commission – Wolverhampton, Career Development, Existing Client Bank     The Job  An established and growing financial planning practice is seeking a Financial Adviser to manage and develop an existing portfolio of clients while identifying opportunities for new business growth.     This is a relationship-led role focused on delivering high-quality ongoing advice and reviews, helping clients achieve their long-term financial goals through proactive and compliant financial planning.     You’ll work closely with Directors, paraplanning and operations teams to deliver a seamless client experience, while also identifying opportunities to increase funds under management across both existing and prospective clients.     Key responsibilities include:  Managing relationships with an existing client bank   Conducting annual and interim financial reviews   Providing holistic financial planning advice across investments, pensions, protection and tax-efficient planning   Identifying opportunities to increase FUM and generate new business   Producing compliant financial recommendations and suitability reports   Monitoring portfolios and recommending strategic adjustments where appropriate   Maintaining accurate FCA-compliant records and documentation   Working collaboratively with paraplanning and administration teams   Supporting best practice initiatives and continuous improvement across the business   This is an excellent opportunity for an adviser looking to join a supportive and professional environment with strong long-term earning potential.     The Candidate  Level 4 Diploma in Regulated Financial Planning (essential or working towards)   Chartered status or working towards Chartered desirable   Experience delivering financial advice and client reviews   Strong relationship-building and communication skills   Commercially aware with a client-centric approach   Strong understanding of FCA compliance requirements   Ability to explain complex financial matters clearly and confidently   Professional, trustworthy and proactive approach      The Package  Salary £45,000–£60,000   Uncapped commission on new business  Existing client portfolio provided   Full-time permanent position   Career development and progression opportunities   Supportive team environment      Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn.     Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.     Our approach is methodical, consultative and tailored — offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.     To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation

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