Inbound Wealth Adviser to Grow AUM & Relationships

Inbound Wealth Adviser to Grow AUM & Relationships

Full-Time 80000 - 80000 £ / year (est.) No working from home possible
Financial Divisions

At a Glance

  • Tasks: Manage warm leads and provide top-notch financial advice to clients.
  • Company: A leading marketing-driven wealth management firm in London.
  • Benefits: Salary up to £80k, discretionary bonus, and a supportive team environment.
  • Other info: Dynamic, proactive environment with excellent growth opportunities.
  • Why this job: Join a high-performing team and make a real impact on clients' financial futures.
  • Qualifications: Level 4 Diploma and proven experience in client conversion.

The predicted salary is between 80000 - 80000 £ per year.

Financial Divisions is seeking an experienced Investment & Wealth Adviser to join their marketing-led wealth management firm in London. You'll manage warm leads, providing high-quality financial advice and building trust with clients.

The ideal candidate will have a Level 4 Diploma and proven experience in converting prospects into clients. Success in the role is driven by strong communication skills and a client-centric approach, working within a proactive and commercial environment.

Attractive benefits include a salary of up to £80k, a discretionary bonus, and the opportunity to thrive in a high-performing team.

Inbound Wealth Adviser to Grow AUM & Relationships employer: Financial Divisions

Financial Divisions is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. Located in the heart of London, employees benefit from competitive salaries, discretionary bonuses, and the chance to excel within a high-performing team dedicated to delivering top-notch financial advice. With a focus on nurturing talent and fostering strong client relationships, this firm provides a rewarding environment for those looking to make a meaningful impact in wealth management.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Inbound Wealth Adviser to Grow AUM & Relationships

Level 4 Diploma
Investment Advice
Wealth Management
Client Relationship Management
Lead Conversion
Communication Skills
Client-Centric Approach