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Associate Wealth Adviser - London

Artemis Recruitment Consultants

London

On-site

GBP 100,000 - 250,000

Full time

2 days ago
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Job summary

A leading recruitment consultancy is seeking an Associate Wealth Adviser in London. This role offers extensive support for Financial Planning qualifications, coaching from experienced wealth management professionals, and a competitive salary structure. Candidates should be part qualified and motivated to succeed in the financial services industry.

Benefits

Highly Competitive Package
Coaching from experienced professionals
Career progression opportunities

Qualifications

  • Part Qualified with a QCF Level 4 Diploma as a minimum.
  • Demonstrate success in a sales-based role.
  • Strong desire to grow and succeed.

Responsibilities

  • Support Financial Planning exams.
  • Work closely with experienced Advisers.
  • Develop business understanding in private wealth and investment management.

Skills

Attention to detail
Time management
Numerical acumen
Sales success
Team collaboration

Education

QCF Level 4 Diploma

Job description

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Client:
Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

9618c0593f33

Job Views:

16

Posted:

20.06.2025

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Job Description:

We are looking for an Associate Wealth Adviser for our client based in the heart of London!

Are you working through your level 4 diploma but haven't quite finished all of your exams? Then this might be the perfect opportunity for you. This role will help support your Financial Planing exams and will also give you the opportunity to work closely with one of the firm's most experienced Advisers. The support will last until you are ready to move forward on your own and start to advise your own clients.

You will have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management. Our client hasextensive experience in developing individuals from other roles and transitioning them into business owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.

Qualifications/Requirements:

  • Part Qualified with a QCF Level 4 Diploma as a minimum
  • Deep desire to grow and succeed
  • Team player who wants to work with us to continue to build a successful Practice
  • Demonstrate success in a sales based role
  • Numerical acumen and attention to detail
  • Prior experience in a blue-chip banking, professional services, legal or other Financial Services firm would be beneficial. However, if you don't have this, perhaps you can demonstrate previous success in another career, education or a sport?
  • Highly Competitive Package

The firm has a strong culture of developing and nurturing its advisers with a track record of Wealth Advisers achieving earnings between £100,000 to £250,000+ per annum.

If you would like to discuss this opportunity in more detail, or if you would like to apply for the role, then please submit a copy of your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }

Associate Wealth Adviser - London

We are looking for an Associate Wealth Adviser for our client based in the heart of London!

Are you working through your level 4 diploma but haven't quite finished all of your exams? Then this might be the perfect opportunity for you. This role will help support your Financial Planing exams and will also give you the opportunity to work closely with one of the firm's most experienced Advisers. The support will last until you are ready to move forward on your own and start to advise your own clients.

You will have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management. Our client hasextensive experience in developing individuals from other roles and transitioning them into business owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.

Qualifications/Requirements:

  • Part Qualified with a QCF Level 4 Diploma as a minimum
  • Deep desire to grow and succeed
  • Team player who wants to work with us to continue to build a successful Practice
  • Demonstrate success in a sales based role
  • Attention to detail
  • Excellent time management
  • Numerical acumen and attention to detail
  • Prior experience in a blue-chip banking, professional services, legal or other Financial Services firm would be beneficial. However, if you don't have this, perhaps you can demonstrate previous success in another career, education or a sport?
  • Benefits
  • Highly Competitive Package
  • The firm has a strong culture of developing and nurturing its advisers with a track record of Wealth Advisers achieving earnings between £100,000 to £250,000+ per annum.

    If you would like to discuss this opportunity in more detail, or if you would like to apply for the role, then please submit a copy of your CV to [emailprotected]

    Apply for this job

    Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }

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