Inbound Wealth Adviser to Grow AUM & Relationships in London

Inbound Wealth Adviser to Grow AUM & Relationships in London

London 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 and proactive work environment with growth opportunities.
  • Why this job: Join a high-performing team and build lasting client relationships.
  • 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 in London employer: Financial Divisions

Financial Divisions is an exceptional employer, offering a dynamic work culture that prioritises professional growth and client relationships. With competitive salaries, discretionary bonuses, and a supportive team environment in the heart of London, employees are empowered to excel in their roles while making 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 in London

Level 4 Diploma
Financial Advice
Client Relationship Management
Lead Conversion
Communication Skills
Client-Centric Approach
Proactive Mindset