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Financial Adviser – Client Servicing. We are seeking an experienced Financial Adviser to join an established and growing wealth management practice on a client servicing basis. Financial Planning and Advice:.

Our client is a successful and well established Financial Planning business in Wolverhampton and they are currently looking for an experienced qualified Financial Adviser to join the team.

Our client is a family run successful Wealth Management business in Wolverhampton and they are currently looking for an experienced Financial Adviser to join the team. We are looking for a Level 4 qualified and experienced Financial Adviser and happy to consider candidates from tied sales forces.

Overview We are seeking an experienced and motivated Financial Advisor with a strong sales orientation to join a high-performing advice team. This role is ideal for a driven individual who thrives in a target-based environment and is confident delivering holistic financial advice while actively developing and converting new business opportunities. You will provide regulated financial advice across a range of client needs, while also playing a key role in generating and closing sales leads. Key Responsibilities Deliver high-quality, compliant financial advice tailored to client needs Build and maintain long-term client relationships through trust and performance Actively generate new business through referrals, networking, and proactive outreach Manage a pipeline of prospective clients and convert leads into completed sales Conduct full fact-finds, risk profiling, and suitability assessments Recommend appropriate financial solutions including investments, pensions, protection, and planning products Ensure all advice is fully compliant with regulatory and company standards Work towards and consistently exceed individual revenue and conversion targets Maintain accurate records and documentation using CRM systems Requirements DIPFA Level 4 qualified or equivalent qualification CAS (Competent Adviser Status) or equivalent regulatory approval Minimum 3+ years&r...

Pattingham, South Staffordshire WV6 Permanent Full-time Competitive Salary We are seeking a Client Services Administrator to join an established and growing wealth management practice. This is a full-time, permanent opportunity working within an experienced team and delivering administrative support in a vibrant and fast-paced environment. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service. • Making appointments for clients and calling them in advance to confirm, sending out relevant pre-meeting information, • Answering and logging all incoming client calls, passing on messages and ensuring that any updates to client contact information are captured on the CRM system, • Preparing new and existing client meeting packs, including wealth account reports, investor returns, valuation documents and any other necessary information for the adviser, • Creating and maintaining client records on Salesforce to ensure that GDPR, FCA and regulatory protocols are adhered to, • Generating correspondence to clients, including post-review letters, • Liaising with external providers and companies by letter, telephone and email to chase information requests, • Processing fund switches, rebalances and client withdrawals, along with any other post-meeting actions, • Preparing business submission documents for onward allocation to the paraplanning team, • Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings, • Managing own and/or adviser mailboxes in a timely and professional manner, • Welcoming clients professionally from reception for on-site meetings, • Prioritising and managing own workload effectively, • Maintaining a good knowledge of products offered and managing own learning and development, • Providing cover for other team members as required, • Participating in team meetings Essential: • Excellent communication skills — both written and verbal, • High attention to detail and accuracy in all work, • Ability to prioritise workloads and meet deadlines under pressure, • Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems, • A team player with a proactive and solution-focused attitude, • Excellent customer service skills Desirable: • 2 years of experience working within a wealth management environment, • Previous experience of working within an SJP partner practice, • Strong understanding of pensions, investments and protection products, • Good knowledge of FCA regulations and compliance requirements, • Salesforce experience, • Competitive salary, • Pension, • Private Health Care after successful completion of probation period, • Private Medical Insurance cash plan covering dental and optical, • 25 days holiday plus bank holidays, • Early finish on Fridays, • Team socials and a great team culture Location: In-person, South Staffordshire Start Date: As soon as possible Contract Type: Full-time, Permanent Probation Period: 6 months #J-18808-Ljbffr

Modus Talent in Wolverhampton is seeking a Financial Adviser to handle and grow an existing client portfolio while also pursuing new business opportunities. This role emphasizes high-quality advice, helping clients meet financial goals. The ideal candidate will have a Level 4 Diploma in Regulated Fi

We are seeking an experienced Financial Adviser to join an established and growing wealth management practice on a client servicing basis. Financial Adviser – Client Servicing. Provide holistic financial advice across areas including investments, retirement planning, protection and tax-efficient s

This position would suit an experienced paraplanner or junior financial adviser wanting to progress into a Financial Advice position at a leading company dealing with an abundance of clients. Working in a financial services firm providing advice or reports to clients on building financial plans. Rig

Ideal for an experienced paraplanner or junior adviser looking to develop in the financial industry. A well-established wealth management firm in Wolverhampton is seeking a Trainee Financial Adviser.

You will provide high quality ongoing fiancial advice, reviews, and relationship management to an existing portfolio of clients.This role focuses on servicing and retaining current clients, ensuring they receive personalised, compliant, and proactive financial guidance aligned with their goals.In ad

Uncapped Commission - Wolverhampton, Career Development, Existing Client Bank.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‑

Modus Talent Ltd in Wolverhampton is looking for a Financial Adviser to manage and develop an existing portfolio of clients. The role focuses on delivering high-quality financial advice and reviews, identifying new business growth opportunities, and collaborating with teams to ensure a seamless clie

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, helpi

Asset Management & Projects Manager Salary: circa £57,000 per annum Hours: 40 hours per week Contract: Permanent Location: Hybrid working with a strong Black Country focus Shape a capital programme you can actually get your arms around At Black Country Housing Group (BCHG), our homes are more than assets – they’re places where people feel safe, secure and proud to live. We’re now looking for an Asset Management & Projects Manager to play a pivotal role in shaping and assuring our long?term investment in high?quality, compliant homes across the Black Country. This is a strategic, assurance?focused role with real influence. You’ll work with a manageable, well?understood stock, strong compliance foundations and a leadership team that genuinely values professional judgement and good asset intelligence. Why BCHG? Working at BCHG is different from working in a large, highly complex national provider. Here’s why many people choose us – and stay: We own and manage around 2,200 homes, primarily across the Black Country and Birmingham, meaning our homes are geographically close, well known and easier to manage effectively Our stock is generally of decent quality, with strong compliance and a clear commitment to building safety as our number one priority You’ll have the opportunity to shape strategy and see decisions through, rather than getting lost in layers of governance Our size means you’ll work closely with senior leaders, influence decisions directly and see the real impact of your work on residents We are rooted in the Black Country – for the Black Country, by the Black Country – and proud of our social purpose You’ll be joining us at an important time, as we deliver our BCHG 2030 strategy, with a strong focus on quality homes, sustainability, data?led decision making and long?term financial resilience. About the role As Asset Management & Projects Manager, you’ll be responsible for designing, maintaining and assuring BCHG’s capital investment and major works programmes. Your role will include: Leading the development and review of our capital investment programme, using stock condition, compliance and asset data to drive priorities Ensuring our homes continue to meet the Decent Homes Standard, building safety requirements and wider property legislation Translating new and emerging regulatory requirements into clear, practical investment plans and assurance reporting Leading option appraisals, business cases and feasibility work to support sustainable, value?for?money investment decisions Providing professional oversight of complex disrepair cases, including working with legal advisers where required Acting as a trusted technical adviser to senior colleagues and supporting informed decision?making Managing specialist staff and promoting a culture of accountability, empathy and high service standards This role is ideal for someone who enjoys thinking strategically, working with data and assurance, and applying professional judgement rather than firefighting day?to?day repairs. About you We’re looking for someone who: Has strong experience in asset management or capital investment planning within social housing or a similar regulated environment Is confident working with stock condition and compliance data, turning insight into prioritised investment programmes Has a sound understanding of building safety, decency and property legislation Can assess risk, challenge appropriately and provide assurance to senior stakeholders Is comfortable managing complex or high?risk property issues, including disrepair Cares about resident experience and understands the importance of quality homes You’ll be qualified to Level 5 (or equivalent) in a property?related discipline and willing to work towards relevant housing or professional qualifications where needed. Our rewards We offer a strong and thoughtful total reward package, including: Competitive pay, externally benchmarked Flexible pension scheme with up to 7% employer contribution 28 days annual leave, plus an extra day at Christmas Option to buy or sell up to one week’s leave each year Hybrid and agile working arrangements Enhanced sick pay, maternity and paternity pay Health cash plan and 24/7 Employee Assistance Programme Funded professional qualifications, membership fees and leadership development Wellbeing days, volunteering time and a wide range of colleague recognition schemes Ready to make an impact? If you want to work for a housing provider where: the stock is manageable, the compliance position is strong, your expertise is trusted, and your work makes a visible difference, we’d love to hear from you. *Please note that we reserve the right to close the advert earlier than the stated closing date where we receive a high volume of applications. As a Disability Confident Employer, we continuously strive to create a more inclusive workplace. We are proud to promote equal opportunities and welcome applications from all backgrounds, including those of different ages, disabilities, genders, sexual orientations, races, religions, and marital statuses. Reasonable adjustments will be made available if required during the interview process. If you have any questions about this vacancy, or require any reasonable adjustments to support your application, please get in touch with our HR team via who will be happy to assist

If you enjoy helping Financial Advisers raise their game and want a role where your coaching genuinely improves advice quality, this Financial Adviser Performance Coach job could be a great next step in your career. In this Financial Adviser Performance Coach role, you will work closely with Financi

Financial Divisions, a prestigious wealth management firm in London, is seeking an exceptional Paraplanner to support Ultra-High-Net-Worth clients. This client-facing role includes managing complex, multi-jurisdictional planning cases and working closely with advisers. The firm offers a clear pathwa

Penn Financial in Greater London is seeking an experienced Mortgage & Protection Adviser.

Concept Financial Services are recruiting a servicing Financial Adviser to join their existing team to help continue the first-class service they proved their clients. Concept Financial Services are part of The Openwork Partnership, who are one of the UKs largest and longest established financial ad

A leading financial advisory firm based in London is seeking a highly driven Financial Adviser to join their Wealth Management team. The ideal candidate will have experience in financial planning and investment strategies. Responsibilities include assessing client needs, providing tailored financial

Proven experience as a financial adviser with a track record of delivering holistic advice and managing a client book. This is an opportunity for a trusted, client-focused professional to deliver high-quality financial planning and wealth management services, mentor junior advisers, and contribute t

Access to internal financial advisers for personal planning support. This is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers th

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. What we're looking for as Financial Adviser. What you'll be doing as Financial Adviser.

This is an entry‑level development role designed to build future financial advisors through structured international training and placement. This position is not suitable for candidates seeking accounting, audit, financial analysis, or back‑office roles. If you are serious about building a caree

The Openwork Partnership is seeking a driven, client-focused Self-Employed Financial Adviser in Teignbridge, England. Qualifications include a Level 4 Diploma and experience as a Financial Adviser or strong transferable skills.

Truly Independent Limited is an expanding business providing a unique environment for independent financial advisers across the UK. Our support, systems, and service are all set up to enable you to become a happier, more successful financial adviser. We are looking for self-motivated, self-employed

As a Senior Client Services Analyst, we are committed to providing a fully supported training and examination plan to build your career as a Financial Adviser. You will have 12‑24 months work experience in financial services, working as an administrator or client services professional. You are loo

We are looking to hire a highly driven Financial Adviser to join one of our successful Wealth Management team. As a Financial Adviser at Gilson Gray you’ll be responsible for:. Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolera

About the Role: We are seeking an experienced Independent Financial Adviser (IFA) to join our established financial planning firm in a full-time employed position. As an Independent Financial Adviser, you will deliver personalised financial planning solutions to clients, focusing on their unique nee

We are now entering an exciting phase of growth, delivered by developing future generations of Financial Advisers. Financial Adviser Training Programme. Financial Adviser role with FLM.

Capricorn Financial is hiring ambitious, sales-driven individuals who want to build a serious career in mortgage advice. Capricorn Financial is one of London’s highest-performing mortgage brokerages.

Penn Group of Companies is a dynamic and forward-thinking provider of professional services across the legal, financial, accountancy, marketing, and technology sectors. As part of our continued growth, we are seeking an experienced and results‑driven Mortgage & Protection Adviser to join our expan

Truestar Talent Ltd is seeking a Financial Adviser to manage high net worth clients in East Midlands. Offering up to £70,000 basic salary, plus a £6,000 car allowance and excellent benefits, this role emphasizes building strong client relationships and delivering tailored financial advice. We're l

Quilter seeks an experienced financial planner to provide support and holistic advice to clients, engaging with high-net-worth individuals. Candidates should possess a Diploma in Financial Advice and good interpersonal skills.

Concept Financial Services is expanding and seeking experienced Mortgage & Protection or Equity Release Advisers. This self-employed role offers remote work throughout the UK, supporting advisers in delivering exceptional client-focused advice. You'll provide tailored support for clients, analyse fi

As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. We are working with a highly respected and gr

Capricorn Financial Consultancy in Hammersmith is seeking experienced Protection Advisers for a self-employed, commission-only opportunity.

Financial Divisions is seeking a Chartered Financial Advisor in Greater London to manage an established portfolio of UHNW clients. This unique opportunity allows you to deliver high-quality financial advice supported by a dedicated team, promoting collaboration and your personal brand. Candidates sh

A minimum 12 months’ financial services experience as a Financial Adviser.

Providing financial advice based on clients’ financial and protection needs. We are here to help you build your financial planning capabilities and equip you with the right skill set to excel in this career. Candidates who wish to join us will be put through a comprehensive training and mentorship

This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. Current or recent experience as a Financial Adviser or. This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastruct

This is a relationship-led environment with a high-quality HNW/UHNW client base made up predominantly of City professionals including bankers, lawyers and accountants, with a strong focus on holistic financial planning and intergenerational wealth.

Are you an experienced Financial Adviser with a passion for supporting clients through complex life transitions? This is a unique opportunity to specialise in divorce-focused financial planning, working with high-net-worth individuals navigating one of the most critical financial moments of their li

This role offers an opportunity to build a career in financial advising through comprehensive training and support.

As a Financial Adviser, you will provide expert financial advice and planning services to our clients, helping them achieve their financial goals and secure their financial future. Quilter Financial Planning is looking for a dedicated Employed Financial Adviser to join our team. Qualified Financial

Mather & Murray Financial Ltd is searching for a Self-Employed Financial Adviser committed to delivering personalized financial advice and managing client relationships.

Are you a Financial Adviser looking to step away from KPI‑driven targets and an aggressive sales‑led environment?. This is a genuinely rare opportunity for a Financial Adviser to work within a boutique St James's Place Wealth Management firm based in the City, who are offering a clear long‑ter

A progressive financial services firm in Greater London seeks a Financial Adviser to manage client relationships and deliver tailored financial advice in compliance with regulations. This role involves building long-term client trust, conducting thorough financial reviews, and ensuring all advice me