Full job descriptionAre 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
Level 4 Diploma qualified (DipPFS or equivalent)
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
Interested?
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.