Plus: Performance Bonus + Excellent Benefits + Equity Participation

Driven Advisory Role | High Conversion Focus | Equity Participation via EBT

An exciting opportunity has arisen for an experienced Investment & Wealth Adviser to join a forward-thinking and rapidly growing wealth management organisation.

This is a highly commercial, client-facing advisory role focused on converting inbound leads generated through the firm’s established marketing activity into long-term client relationships and assets under management.

The business has built a strong reputation for delivering high-quality financial planning and investment solutions, supported by a consistent flow of prospective client enquiries. This role is ideal for an adviser who thrives in a lead-driven environment and enjoys engaging with clients at the point of need, delivering high-quality advice and converting opportunities into long-term advisory relationships.

A key feature of this opportunity is participation in the firm’s Employee Benefit Trust (EBT), offering a route to individual share ownership and alignment with the long-term success of the business.

The Opportunity

You will be responsible for engaging with inbound enquiries, conducting structured discovery meetings and delivering holistic financial planning and investment advice that converts prospects into ongoing clients.

The role is both commercially focused and technically robust, requiring strong investment knowledge alongside excellent communication and relationship-building skills.

Your responsibilities will include:

• Responding promptly to inbound leads generated through marketing activity

• Conducting structured discovery meetings to assess client objectives and suitability

• Building trust and rapport with prospective clients through high-quality advice delivery

• Converting prospects into assets under management through effective financial planning

• Managing a strong conversion pipeline and progressing clients through the advice journey

• Providing holistic regulated financial advice across pensions, investments, ISAs, retirement and tax-efficient strategies

• Explaining investment strategies, portfolio construction, market behaviour and risk in a clear and confident manner

• Identifying wider financial planning opportunities for clients

• Producing compliant suitability reports and maintaining accurate client records

• Ensuring all advice meets FCA regulations, Consumer Duty and internal compliance standards

• Collaborating closely with paraplanning, administration and onboarding teams

• Maintaining CRM systems and pipeline management processes to a high standard

Requirements

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)

• Previous experience as a regulated Financial Adviser or Wealth Adviser

• Experience in a lead generation or inbound advice environment

• Strong technical knowledge across investments, pensions and financial planning

• Proven track record of converting prospects into ongoing client relationships

• Excellent communication, presentation and relationship-building skills

• Strong commercial awareness within a regulated advice framework

• Confident explaining complex investment concepts to clients

• Experience using CRM and back-office systems effectively

• Chartered Financial Planner status or progression towards Chartered is desirable

Personal Attributes

• Commercially driven and target focused

• Professional, credible and consultative in approach

• Resilient and motivated by results

• Highly organised with strong pipeline management skills

• Client-centric with a focus on delivering positive outcomes

• Confident discussing investments, markets and financial planning strategies

What's on Offer

• Competitive basic salary

• Performance-related bonus linked to AUM and revenue generation

• 25 days annual leave plus bank holidays and Christmas closure days

• Company pension scheme with 6% employer contribution

• Group Life Assurance (4x salary)

• Income Protection and company sick pay

• Employee Benefit Trust (EBT) offering individual share ownership

• Support for professional qualifications and study days

• Charity days and company events

• Long-term career development within a growing organisation

• Opportunity to build significant recurring client relationships from inbound leads

Why This Opportunity Stands Out

This is a rare opportunity for an adviser who prefers working in a high-quality, lead-driven environment rather than traditional self-generation models.

With a strong flow of inbound enquiries, structured marketing support and a clear conversion-focused proposition, this role allows advisers to concentrate on what they do best: engaging clients, delivering excellent advice and building long-term financial planning relationships.

Combined with equity participation through the EBT structure, this role offers both strong earning potential and long-term alignment with the success of the business.

To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions