Inbound Wealth Adviser | Hybrid, Growth & Clients

Financial Divisions; Greater London; Hybrid; GBP 63,000 - 77,000; Full time

Job summary

Financial Divisions is seeking an experienced New Business Investment & Wealth Adviser to join a growing wealth management team. This hybrid role focuses on converting warm inbound opportunities into long-term client relationships, delivering tailored wealth management and investment advice.

You will guide clients through pensions, investments and retirement planning, supported by paraplanning, administration and compliance resources to help you grow assets under management.

Qualifications

• Proven experience as a Financial Adviser / Wealth Adviser.
• Strong investment and financial planning knowledge.
• Ability to convert prospects into long-term clients.
• Commercially aware with a consultative approach.
• Confident discussing markets, investments and portfolio strategies.
• Excellent relationship-building and communication skills.

Responsibilities

• Engage with prospective clients and conduct discovery meetings.
• Understand financial objectives and provide tailored wealth and investment advice.
• Manage the full advice journey and convert opportunities into ongoing client relationships.
• Deliver outcomes across pensions, investments, retirement planning and wider wealth management.

Skills

Existing experience as a Financial Ad…

Investment knowledge

Prospect conversion

Consultative approach

Markets & portfolio talk

Relationship & communication

Job description

Financial Divisions is seeking an experienced New Business Investment & Wealth Adviser to join a growing wealth management team. This hybrid role focuses on converting warm inbound opportunities into long-term client relationships, delivering tailored wealth management and investment advice.

You will guide clients through pensions, investments and retirement planning, supported by paraplanning, administration and compliance resources to help you grow assets under management.