Investment & Wealth Adviser - Hybrid Working - Competitive Basic Salary + Bonus

Your tasks

Focus on advice and client acquisition rather than self-generated business

Opportunity to work with affluent clients seeking investment and financial planning advice

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.

Requirements

Are you an experienced Financial Adviser who thrives on converting warm opportunities into long-term client relationships?

Level 4 Diploma qualified (DipPFS or equivalent) Existing experience as a Financial Adviser / Wealth Adviser

Commercially aware with a consultative approach Confident discussing markets, investments and portfolio strategies with clients

What we offer

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

Strong support structure including paraplanning, administration and compliance teams

Commercially rewarding environment with performance-linked earnings potential

Supportive culture that encourages professional development and progression

How to apply

If you're looking for a role where quality leads, strong support and genuine earning potential are already in place, I'd be delighted to discuss this opportunity in confidence.

Get in touch to learn more.