At a Glance
- Tasks: Engage with clients, deliver financial advice, and convert leads into long-term relationships.
- Company: Rapidly growing wealth management organisation with a strong reputation.
- Benefits: Competitive salary, performance bonus, equity participation, and excellent benefits.
- Other info: Opportunity for long-term career development and significant client relationship building.
- Why this job: Join a lead-driven environment and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience as a Financial Adviser.
The predicted salary is between 60000 - 80000 £ per year.
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.
Investment & Wealth Adviser - Location: UK (Office-Based / Hybrid ) - £60K -£80K plus... employer: Financial Divisions
Join a dynamic and rapidly growing wealth management organisation that prioritises employee growth and offers a supportive work culture. With competitive salaries, performance bonuses, and the unique opportunity for equity participation through the Employee Benefit Trust, this role not only rewards your expertise but also aligns your success with the company's long-term vision. Experience a client-focused environment where inbound leads allow you to concentrate on delivering high-quality financial advice and building lasting relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Investment & Wealth Adviser - Location: UK (Office-Based / Hybrid ) - £60K -£80K plus...
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Financial Divisions, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Financial Divisions.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Financial Divisions.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Financial Divisions, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment & Wealth Adviser - Location: UK (Office-Based / Hybrid ) - £60K -£80K plus...
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Financial Divisions want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Financial Divisions.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Financial Divisions will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Financial Divisions. Numbers speak louder than words!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Financial Divisions want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withFinancial Divisions.
