Investment & Wealth Adviser London/Hybrid Salary up to £80k + discretionary bonus and attractive benefits. I’m supporting a fantastic client, a fast‑growing, marketing‑led wealth management firm who are looking to bring on an experienced Investment & Wealth Advise r to join their high‑performing team If you’re an adviser who loves converting warm inbound lead s, thrives in a commercial environmen t, and genuinely enjoys helping clients make smarter long‑term financial decisions, this one is worth a look This is a highly engaging advisory position focused on turning inbound enquirie s into long‑term client relationships and assets under management. You’ll be speaking with individuals who have alread y expressed interest through the firm’s investment‑led marketing campaigns. Your job is to understand their needs, build trust, and deliver high‑quality regulated advice Providing holistic financial planning and investment advice Explaining investment concepts clearly and confidently Building long‑term relationships that lead to ongoing AUM High‑quality, compliant advice file Experience as a regulated Financial/Wealth Adviser (CAS or SPS status) Strong investment knowledge and confidence discussing market Excellent communication and relationship‑building skills Comfortable in a commercial, lead‑driven environment Understanding of behavioural finance Experience with affluent or HNW client Personal Qualities Confident discussing investments and market condition If you’re an adviser who enjoys the advic e as much as the conversio n, and you want to work somewhere where high‑quality leads are consistently delivered to you, I’d love to have a confidential chat .
