Wealth Management Advisor

Access Financial Services; Milton Keynes; On-site; GBP 50,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Performance-related bonus

In-house support

Job summary

Access Financial Services is launching Access Wealth, and we are looking for an experienced Wealth Adviser to help us build and grow it. You will advise clients on investments, pensions and retirement planning, with a steady stream of warm opportunities.

You will work remotely across the UK, turning opportunities into long-term relationships and delivering compliant, clearly documented advice with support from our mortgage, protection, compliance and technology teams.

Qualifications

• Hold an appropriate Level 4 financial-planning qualification.
• Hold, or recently have held, a valid Statement of Professional Standing.
• Have experience providing regulated investment and pension advice.
• Understand pensions, investments and retirement planning.
• Have a strong record of converting genuine client opportunities.
• Be confident managing a high volume of warm enquiries.
• Be comfortable advising clients remotely and managing your own diary.
• Combine commercial drive with strong compliance standards.
• Put suitable client outcomes and long-term relationships first.
• Want to help build something significant rather than simply inherit an established role.

Responsibilities

• Advising clients on investments, pensions and retirement planning
• Managing a substantial flow of warm, internally generated opportunities
• Conducting remote client meetings across the UK
• Turning initial advice into trusted, long-term client relationships
• Delivering suitable, compliant and clearly documented advice
• Working closely with our mortgage, protection, compliance and technology teams
• Helping develop an efficient and scalable wealth-advice service
• Contributing to the future direction and growth of Access Wealth

Skills

Regulated investment advisory

Pensions planning

Client relationship building

Remote advisory

Education

Level 4 financial-planning qualification

Job description

Competitive Salary, Depending on Experience + Bonus

MORE WARM CLIENT OPPORTUNITIES THAN YOU CAN HANDLE.

Access Financial Services is launching Access Wealth, and we are looking for an experienced Wealth Adviser to help us build and grow it.

We already have a national network of approximately 280 mortgage and protection advisers, supported by a substantial existing customer base. This creates an ongoing flow of clients who need investment, pension and retirement-planning advice.

You will not be expected to bring a client bank, buy leads or spend your time searching for new business. We expect to provide more warm opportunities than one adviser can handle.

Your focus will be advising clients, converting genuine opportunities and building valuable long-term relationships.

THE OPPORTUNITY

This is not simply another employed adviser position.

You will join Access Wealth at an early and influential stage, providing advice to referred clients while helping shape the systems, processes and customer journey behind a significant new wealth proposition.

WHAT YOU’LL BE DOING

• Advising clients on investments, pensions and retirement planning
• Managing a substantial flow of warm, internally generated opportunities
• Conducting remote client meetings across the UK
• Turning initial advice into trusted, long-term client relationships
• Delivering suitable, compliant and clearly documented advice
• Working closely with our mortgage, protection, compliance and technology teams
• Helping develop an efficient and scalable wealth-advice service
• Contributing to the future direction and growth of Access Wealth

WHO WE’RE LOOKING FOR

You should:

• Hold an appropriate Level 4 financial-planning qualification
• Hold, or recently have held, a valid Statement of Professional Standing
• Have experience providing regulated investment and pension advice
• Understand pensions, investments and retirement planning
• Have a strong record of converting genuine client opportunities
• Be confident managing a high volume of warm enquiries
• Be comfortable advising clients remotely and managing your own diary
• Combine commercial drive with strong compliance standards
• Put suitable client outcomes and long-term relationships first
• Want to help build something significant rather than simply inherit an established role

Experience advising mortgage and protection clients or working with professional introducers would be particularly valuable.

WHY ACCESS?

Access Financial Services is an established UK mortgage and protection business with a national adviser network and significant growth plans.

Access Wealth will allow our advisers to introduce clients who need investment, pension and retirement-planning advice, creating a joined-up customer experience and a substantial long-term opportunity.

You will benefit from:

• More warm opportunities than one adviser can handle
• No requirement to bring an existing client bank
• No cold calling or purchasing leads
• A competitive salary based on experience
• Performance-related bonus potential
• In-house operational, compliance and technology support
• The opportunity to shape Access Wealth from the beginning
• Genuine career progression as the proposition expands

This is a rare opportunity for an ambitious adviser who wants a strong supply of clients, the backing of an established business and a meaningful role in building something new.