Servicing Financial Adviser (Pathway to Chartered) Location: Near Wolverhampton (WV6) Salary: £45,000 + 20% New Business Bonus Client Bank: 350 households A great opportunity to step into a client-facing advisory role with immediate ownership of a well-established client bank. An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for 350 existing households with full back office support - retaining and developing relationships while identifying new inflows across both existing and newly introduced clients. What you''ll actually be doing Managing and growing relationships across 350 existing households Conducting reviews and ad-hoc advice conversations - these should feel like the highlight of your week, not admin Spotting where clients could be better served - more FUM consolidated, gaps in protection, underused allowances Progressing toward Chartered if you''re not already there - funded and supported. You''ll be a good fit if You''re a qualified adviser (or a paraplanner who''s been doing the advice work and wants the title to match) with real client-facing experience You''re Chartered, or interested in pursuing this. You find it easy to have proactive conversations with clients, because you''re genuinely interested in their situation You want to be recognised when you do well - the bonus structure is real and meaningful What good looks like in 12-18 months Retention is high. Clients are referring people they ..... full job details .....