Financial Advisor
Job in
Wolverhampton, West Midlands, WV98, England, UK
Listed on 2026-01-10
Listing for:
Premier Jobs UK
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
This employed Financial Advisor job in Wolverhampton is available to takeover an acquired client bank
You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection. You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.
Their sizeable paraplanning and client care team are on hand to provide timely reports and support you to be highly effective in your role.
Ideally you should be already offering cashflow modelling to clients and have experience of successfully onboarding recently acquired clients.
Financial Advisor Requirements- You should have 5+ years' experience as a Financial Advisor
- You must have experience of regularly working with clients with holdings in excess of £250,000
- You must have experience of taking over and retaining acquired clients
- Individuals with experience of cash flow modelling would be advantageous
- You must have a customer focused approach to your work
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