Independent Financial Advisor

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

New Business Investment & Wealth Adviser

Hybrid Working | Salary up to £70k + Bonus

Are 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

• Existing experience as a Financial Adviser / Wealth Adviser

Hybrid Working | Competitive Basic Salary + Bonus

Are 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

• 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