Wealth Advisor

Plus One Personnel; Royal Leamington Spa; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm seeks an experienced Wealth Advisor to enhance client relationships and deliver tailored financial solutions. The ideal candidate will have a strong background in Wealth Management and experience in networking and client advisory roles. This full-time role provides a hybrid working model after the probation period and offers 21 days of annual leave plus bank holidays. Strong communication and organisational skills are essential for success in this fast-paced environment.

Benefits

21 Days Annual Leave plus Bank Holidays

Pension Scheme

Quarterly Fun Days

Qualifications

• Previous or current experience as a Wealth or Financial Advisor.
• Proven background within a Financial Services or Wealth Management environment.
• Solid understanding of FCA regulations and compliance requirements.
• Exceptional organisation and administration abilities.

Responsibilities

• Grow our client base through referrals, networking, and marketing.
• Understand clients’ goals and recommend tailored financial solutions.
• Deliver compliant pension and investment arrangements from start to finish.
• Build strong, lasting client relationships.

Skills

Wealth Management experience

Excellent communication skills

Networking expertise

Client relationship management

Tools

MS Office

Job description

We’re looking for a Wealth or Financial Advisor with experience in Financial Services or Wealth Management who’s ready to make an impact!
Are you experienced in providing personalised financial guidance and managing client investment portfolios?

Are you passionate about building long-term client relationships while delivering exceptional financial advisory services?
Our client, a leading business in the financial services sector, is now seeking to hire an experienced Wealth Advisor to work Monday-Friday on a full-time, permanent basis. You’ll thrive on building and nurturing strong client relationships, spotting new opportunities, and delivering smart, tailored financial solutions. From start to finish, you’ll take the lead on managing pensions and investments, always ensuring top-notch compliance, service, and integrity.

This role is perfect for someone with a proactive, can-do attitude who thrives in a fast-paced environment and enjoys delivering exceptional client experiences. You will also need excellent communication and networking skills, a professional telephone manner, and strong organisational abilities to manage cases efficiently and accurately.

Key Responsibilities

• Grow our client base by spotting new opportunities through referrals, networking, and marketing, while keeping current clients engaged with regular review meetings.
• Understand each client’s goals and confidently recommend smart, tailored financial solutions.
• Take the lead on delivering smooth, compliant pension and investment arrangements from start to finish.
• Represent the business with energy and professionalism, incorporating the business’s values every day.
• Proactively drive lead generation and keep momentum high.
• Provide top-quality financial advice that clients can trust and get excited about.
• Guide cases through the sales and completion process with efficiency and positivity.
• Build strong, lasting client relationships that feel genuinely rewarding.
• Maintain high compliance standards that keep everything safe, secure, and fully aligned with regulations.
• Uphold exceptional standards of service, product knowledge, integrity, and conduct, setting the bar high in everything you do.

Key Skills & Experience

• Previous or current experience as a Wealth or Financial Advisor.
• Proven background within a Financial Services or Wealth Management environment.
• Solid understanding of FCA regulations and compliance requirements.
• Frontline sales experience with expertise in networking and effective communication.
• Skilled at building strong, collaborative relationships with colleagues and clients.
• Confident, clear, and professional telephone manner.
• Proficient in MS Office applications.
• Exceptional organisation and administration abilities.
• High level of accuracy and attention to detail.
• Ability to maintain discretion and always uphold client confidentiality.
• Have a can-do attitude, be honest and a team player.

Additional Information

• Monday – Friday, 8:30am – 4:30pm/9am – 5pm
• Hybrid Working, after the probation period
• 21 Days Annual Leave, plus Bank Holidays + Christmas Off
• Pension Scheme
• Quarterly Fun Days

To express interest in this promising role, kindly forward your latest CV, detailing your present or most recent remuneration package and any notice period you might have. For a discreet, detailed discussion about the role, you can contact Shanelle Bowyer at 01295-983585. Alternatively, connect with us on LinkedIn via the following link: https://www.linkedin.com/in/shanelle-bowyer-3b8796139/