About this role
Are you an experienced Financial Adviser with a passion for investments and a proven ability to convert opportunities into long-term client relationships?
We are seeking a commercially focused Financial Adviser to join a growing and forward-thinking financial planning business. This is an exciting opportunity for a qualified adviser who thrives in a lead-driven environment and enjoys helping clients achieve their financial goals through expert, holistic advice.
Working with a steady stream of inbound enquiries generated through a successful marketing strategy, you will engage with prospective clients, understand their needs, provide high-quality regulated advice, and convert opportunities into ongoing wealth management relationships.
The Role
As an Investment & Wealth Adviser, you will:
- Manage and respond to qualified inbound enquiries.
- Conduct discovery meetings to understand clients' financial objectives, existing arrangements, and future aspirations.
- Build trust and develop strong relationships with prospective clients.
- Deliver holistic financial planning and investment advice tailored to individual circumstances.
- Advise on pensions, ISAs, retirement planning, tax-efficient investing, wealth management strategies, and broader financial planning needs.
- Explain investment concepts, portfolio construction, risk, and market behaviour in a clear and engaging way.
- Convert prospects into valued long-term clients and assets under management.
- Maintain an active pipeline and manage opportunities through the full advice journey.
- Work closely with paraplanners, administrators, and compliance teams to ensure an excellent client experience.
- Ensure all advice is delivered in line with FCA regulations and Consumer Duty requirements.
What You'll Bring
Essential
- Level 4 Diploma qualified (DipPFS or equivalent).
- Experience as a regulated Financial Adviser or Wealth Adviser.
- A strong track record of converting prospective clients into ongoing advisory relationships.
- Solid investment and financial planning knowledge.
- Experience working with inbound enquiries or lead-generated opportunities.
- Excellent communication, presentation, and relationship-building skills.
- Strong commercial awareness within a regulated advice environment.
- Confidence explaining complex financial and investment concepts to clients.
- Experience using CRM and back-office systems.
Desirable
- Chartered Financial Planner status, or working towards Chartered.
- Experience within wealth management or discretionary investment environments.
- Knowledge of behavioural finance and investor psychology.
- Experience advising affluent or high-net-worth clients.
Who We're Looking For
You will be
- Commercially minded and target-driven.
- Professional, credible, and consultative in your approach.
- Resilient, motivated, and focused on achieving results.
- Highly organised with strong pipeline management skills.
- Passionate about delivering exceptional client outcomes.
- Confident discussing investments, markets, and long-term wealth strategies.
Why Apply?
This is a fantastic opportunity to join a successful wealth management business that is investing heavily in growth, marketing, and client acquisition. You'll benefit from a consistent flow of opportunities, a collaborative support team, and the chance to build a thriving client bank while making a meaningful difference to clients' financial futures.
If you are an ambitious, client-focused adviser who combines strong investment knowledge with a commercial mindset, we'd love to hear from you.
CV to Jim at Financial Divisions