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Financial Advisor
3 weeks ago
Financial Advisor – Wolverhampton We are a well‑rated financial planning firm looking for an experienced Financial Advisor to join our team in Wolverhampton. Overview As a Financial Advisor you will provide wealth management services to high net worth clients, growing assets under management through growth opportunities, referrals and asset sourcing. Responsibilities Provide high quality wealth management on pensions, investments, tax planning, savings and protection. Grow AUM by sourcing additional assets, seeking referrals and identifying business opportunities. Use cashflow modelling and other advisory tools to support clients. Onboard recently acquired clients and retain them. Qualifications 5+ years experience as a Financial Advisor. Experience working with clients holding in excess of £250,000. Experience taking over and retaining acquired clients. Cashflow modelling experience is advantageous. Customer focused approach to work. Benefits Salary approx. £60,000 with realistic Year 1 earnings of £80,000 and scope to grow. Hybrid working – office, home and face‑to‑face client meetings. 25 days holiday + 8 days bank holiday + birthday off. 5% company pension contribution. Flexible medical package. Regular company social / team building events. Company laptop, mobile and iPad provided. Location Wolverhampton, United Kingdom. Apply Call us now on 0208 0044 154 or click Apply. #J-18808-Ljbffr