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FINANCIAL ADVISER - WOLVERHAMPTON, BASINGSTOKE & READING


Financial Services

BASINGSTOKE

18/09/2026

£40,000 - £80,000

Ref: #3674166

An exciting opportunity has arisen for an experienced Financial Adviser to join a successful and growing financial planning business.

This is an excellent opportunity for an Adviser looking to develop their career within a supportive environment, with an existing portfolio of clients provided to service from day one, while also having the opportunity to build and develop their own client portfolio.

Previous St. James’s Place experience is not required. The business is open to Advisers from a range of financial planning backgrounds.

The Role:
As a Financial Adviser, you will be responsible for providing high-quality financial advice and building strong, long-term relationships with clients.

You will be provided with an existing client bank to service, giving you an established starting point, while also being encouraged and supported to develop new business and grow your own portfolio of clients.

This opportunity would suit an Adviser who enjoys working with existing clients but is also commercially minded and motivated to build their own client relationships and generate new business.

Key Points:

  • Basic salary of £40,000 – £80,000, depending on experience.
  • An existing portfolio of clients provided.
  • Opportunity to develop and grow your own client portfolio.
  • Previous St. James’s Place experience is not required.
  • Opportunity to join a growing financial planning business.
  • Suitable for an experienced Financial Adviser looking to develop their career and client base.


About You:
We are looking for an experienced Financial Adviser who is:

  • Qualified and experienced in providing financial advice.
  • Confident building and maintaining strong client relationships.
  • Comfortable servicing an existing portfolio of clients.
  • Commercially minded and motivated to develop new business.
  • Ambitious and keen to grow their own client portfolio.
  • Professional, personable and committed to delivering excellent client service.

Location: Wolverhampton & surrounding areas, or Basingstoke/Reading area
Job Type: Full Time, Permanent
Salary: £40,000 – £80,000 basic, depending on experience


Interested?
If you're an experienced Financial Adviser looking for an opportunity where you can inherit an existing client portfolio while also having the freedom and support to develop your own, this could be an excellent next step.

If you feel this opportunity could be right for you, please get in touch today to find out more and discuss the role in confidence.

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