Job Details

 

Job Title: Investment Adviser

Industry: Investment Management

Location: Mayfair, London

Salary: £40,000-£50,000

Job Description:

Recruit UK are working on an excellent opportunity for an Investment Adviser in London to join a Wealth Management firm.

This Wealth Management firm is true pioneers in the dual professional, Financial Planning and Investment Management model. They provide bespoke advice to HNW private clients from 30 established regional offices.

They have an exciting opportunity for an Investment Advisor to join their Advisory team in London. This is a highly successful team which provides services to 4000 HNW private clients. As a result of an internal promotion, there is an existing portfolio of clients to manage. You will also be provided with a high level of referrals through their sales and marketing team.

A successful candidate will be a driven investment professional with a proven track record in generating business through leads and referrals. You must be able to forge strong relationships with in-house financial planners, creating a cross referral network to maximize business potential.

 

What’s in it for you?

On offer is a salary of £40,000-£50,000 with competitive benefits and attractive performance related bonus, giving you a first year OTE of £70,000 +

You will be joining a fun, dynamic team which promote a strong focus on work-life balance. They also place a big emphasis on professional development and will facilitate further studies, unlocking numerous progression opportunities within the group.

 

Skills and experience required:

An in-depth understanding of Investments is key, so you can clearly articulate advice to both new and existing clients. You must also be able to adhere to a central investment philosophy and ensure all advice is compliant. You must also be level 4 qualified, holding either IAD, IMC or PCIAM.

If this opportunity ticks the boxes for you, and you feel you have the right expertise/skill set, then submit your details and Tom will give you a call to discuss the role/company in further detail.

 

Recruiters contact info:

Name: Thomas Barton-Howarth

Email: Thomas.barton-howarth@recruitukltd.co.uk

Tel: 01179 170 414

WhatsApp/mobile: 07399163959

Job Reference: 13231

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are currently representing an Investment Adviser role in London to join a Wealth Management firm.

 

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

 

Job Title: Investment Adviser

Industry: Investment Management

Location: Mayfair, London

Salary: £40,000-£50,000

Job Description:

Recruit UK are working on an excellent opportunity for an Investment Adviser in London to join a Wealth Management firm.

This Wealth Management firm is true pioneers in the dual professional, Financial Planning and Investment Management model. They provide bespoke advice to HNW private clients from 30 established regional offices.

They have an exciting opportunity for an Investment Advisor to join their Advisory team in London. This is a highly successful team which provides services to 4000 HNW private clients. As a result of an internal promotion, there is an existing portfolio of clients to manage. You will also be provided with a high level of referrals through their sales and marketing team.

A successful candidate will be a driven investment professional with a proven track record in generating business through leads and referrals. You must be able to forge strong relationships with in-house financial planners, creating a cross referral network to maximize business potential.

 

What’s in it for you?

On offer is a salary of £40,000-£50,000 with competitive benefits and attractive performance related bonus, giving you a first year OTE of £70,000 +

You will be joining a fun, dynamic team which promote a strong focus on work-life balance. They also place a big emphasis on professional development and will facilitate further studies, unlocking numerous progression opportunities within the group.

 

Skills and experience required:

An in-depth understanding of Investments is key, so you can clearly articulate advice to both new and existing clients. You must also be able to adhere to a central investment philosophy and ensure all advice is compliant. You must also be level 4 qualified, holding either IAD, IMC or PCIAM.

If this opportunity ticks the boxes for you, and you feel you have the right expertise/skill set, then submit your details and Tom will give you a call to discuss the role/company in further detail.

 

Recruiters contact info:

Name: Thomas Barton-Howarth

Email: Thomas.barton-howarth@recruitukltd.co.uk

Tel: 01179 170 414

WhatsApp/mobile: 07399163959

Job Reference: 13231

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are currently representing an Investment Adviser role in London to join a Wealth Management firm.

 

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

Similar Open Jobs

  • Investment Analyst

    • Reference No: 13244
    • Salary: £30,000+
    • Location: Cardiff
    • Recruiter Name:
      Ryan Bartlett

    Job Title: Investment Analyst Industry: Financial Planning Location: Cardiff Salary: up to £30,000 (dependent on experience) Job Description: Recruit UK are working on an excellent…

    read more
  • Investment Adviser

    • Reference No: 13231      
    • Salary: £40,000-£50,000
    • Location: Mayfair, London
    • Recruiter Name:
      Thomas Barton-Howarth

      Job Title: Investment Adviser Industry: Investment Management Location: Mayfair, London Salary: £40,000-£50,000 Job Description: Recruit UK are working on an excellent opportunity for an Investment…

    read more
  • Investment Associate

    • Reference No: 13211
    • Salary: £30,000-£40,000
    • Location: Bristol
    • Recruiter Name:
      Louise Bibb

    Job Title: Investment Associate Industry: Financial services Location: Bristol Salary: £30,000 - £40,000   Job Description: Recruit UK are working on an excellent opportunity for…

    read more
  • all jobs
x

looking for job?

BrowseUpload CV

No CV ?

chat with us