Investment and Wealth Adviser - Location: UK (Office-Based / Hybrid ) - £60K -£80K plus...
Plus: Performance Bonus + Excellent Benefits + Equity ParticipationDriven Advisory Role High Conversion Focus Equity Participation via EBTAn exciting opportunity has arisen for an experienced Investment and Wealth Adviser to join a forward-thinking and rapidly growing wealth management organisation.This is a highly commercial, client-facing advisory role focused on converting inbound leads generated through the firm''s established marketing activity into long-term client relationships and assets under management.The business has built a strong reputation for delivering high-quality financial planning and investment solutions, supported by a consistent flow of prospective client enquiries. This role is ideal for an adviser who thrives in a lead-driven environment and enjoys engaging with clients at the point of need, delivering high-quality advice and converting opportunities into long-term advisory relationships.A key feature of this opportunity is participation in the firm''s Employee Benefit Trust (EBT), offering a route to individual share ownership and alignment with the long-term success of the business. The OpportunityYou will be responsible for engaging with inbound enquiries, conducting structured discovery meetings and delivering holistic financial planning and investment advice that converts prospects into ongoing clients.The role is both commercially focused and technically robust, requiring strong investment knowledge alongside excellent communication and ..... full job details .....
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