Full job descriptionAre 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