Financial Adviser – Investment & Wealth Management

Fully Remote | Salary circa £65,000 + New Business Bonus | No Validation

Are you an experienced Financial Adviser who enjoys working with clients, building relationships and converting new opportunities into long-term business?

I'm working with a growing wealth management firm that is looking to recruit an experienced Financial Adviser to join its team.

This is a fully remote opportunity offering a basic salary of circa £65,000, plus a new business bonus with no validation requirements.

The business has invested heavily in its marketing and generates a consistent flow of inbound enquiries from prospective clients actively seeking financial advice. This means you won't be expected to spend your time cold calling or sourcing all your own leads.

You'll be speaking with potential clients, understanding their financial circumstances and providing tailored advice, with a particular focus on investments and wealth management.

The Role

• Work with a steady flow of qualified inbound enquiries.
• Build relationships with prospective clients and convert opportunities into ongoing financial planning relationships.
• Provide holistic financial advice, with a strong emphasis on investments and wealth management.
• Develop and grow your own client bank.
• Work closely with an established support team to deliver a high standard of client service.
• Build long-term relationships and identify further financial planning opportunities.

What We're Looking For

• Level 4 Diploma qualified (DipPFS or equivalent).
• Experience working as a Financial Adviser or Wealth Adviser.
• Strong investment knowledge and a good understanding of holistic financial planning.
• A proven ability to convert prospective clients into ongoing client relationships.
• Comfortable working with inbound leads and new business opportunities.
• Commercially minded, personable and confident when dealing with clients.
• Experience advising affluent or high-net-worth clients would be an advantage.
• Chartered status, or working towards it, would be welcomed but isn't essential.

What's on Offer?

• Basic salary circa £65,000.
• New business bonus with no validation.
• Fully remote working.
• Consistent flow of inbound client enquiries.
• No requirement to bring an existing client bank.
• Established marketing and business development support.
• Opportunity to build a substantial client portfolio within a growing wealth management business.

This is an excellent opportunity for an Adviser who enjoys winning new business but would prefer to spend their time speaking with genuinely interested clients rather than constantly prospecting for leads.

If you're an experienced Financial Adviser with strong investment knowledge and a natural ability to build client relationships, I'd be keen to hear from you.

Apply today for a confidential discussion; Jo at Financial Divisions