New Business Investment & Wealth Adviser
Hybrid Working | Salary up to £70k + Bonus
Are you an experienced Financial Adviser who thrives on converting warm opportunities into long-term client relationships?
This is an excellent opportunity to join a growing wealth management business where you'll benefit from a consistent flow of inbound enquiries, allowing you to focus on what you do best: building relationships, delivering high-quality advice, and growing assets under management.
Why Consider This Opportunity?
- High volume of inbound leads generated through established marketing activity
- Focus on advice and client acquisition rather than self-generated business
- Strong support structure including paraplanning, administration and compliance teams
- Opportunity to work with affluent clients seeking investment and financial planning advice
- Commercially rewarding environment with performance-linked earnings potential
- Supportive culture that encourages professional development and progression
The Role
You’ll be responsible for engaging with prospective clients, conducting discovery meetings, understanding their financial planning objectives, and providing tailored wealth management and investment advice.
The successful candidate will manage the full advice journey, converting opportunities into ongoing client relationships while delivering exceptional client outcomes across pensions, investments, retirement planning and wider wealth management solutions.
About You
- Existing experience as a Financial Adviser / Wealth Adviser
Hybrid Working | Competitive Basic Salary + Bonus
Are you an experienced Financial Adviser who thrives on converting warm opportunities into long-term client relationships?
This is an excellent opportunity to join a growing wealth management business where you'll benefit from a consistent flow of inbound enquiries, allowing you to focus on what you do best: building relationships, delivering high-quality advice, and growing assets under management.
Why Consider This Opportunity?
- High volume of inbound leads generated through established marketing activity
- Focus on advice and client acquisition rather than self-generated business
- Strong support structure including paraplanning, administration and compliance teams
- Opportunity to work with affluent clients seeking investment and financial planning advice
- Commercially rewarding environment with performance-linked earnings potential
- Supportive culture that encourages professional development and progression
The Role
You’ll be responsible for engaging with prospective clients, conducting discovery meetings, understanding their financial planning objectives, and providing tailored wealth management and investment advice.
The successful candidate will manage the full advice journey, converting opportunities into ongoing client relationships while delivering exceptional client outcomes across pensions, investments, retirement planning and wider wealth management solutions.
About You
- Existing experience as a Financial Adviser / Wealth Adviser
- Strong investment and financial planning knowledge
- Proven ability to convert prospects into long-term clients
- Commercially aware with a consultative approach
- Confident discussing markets, investments and portfolio strategies with clients
- Strong relationship-building and communication skills
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