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- Tasks: Join our graduate programme to become a qualified Financial Adviser with hands-on training.
- Company: AAG Wealth Management, a supportive and innovative financial services firm.
- Benefits: Starting salary of £28,000, exam funding, mentorship, and 21 days holiday.
- Other info: Enjoy a collaborative culture with social events and wellness initiatives.
- Why this job: Launch your career in wealth management with real client exposure and professional growth.
- Qualifications: 2:1 degree and a passion for financial advice required.
The predicted salary is between 28000 - 33000 £ per year.
Graduate Programme: Wealth Manager Trainee – AAG Wealth Management
Location: Hybrid / London
Salary: Starts at £28,000 and progresses to £33,000 + Discretionary bonus
Hours: Full-time
Closing Date: All applications to be received by Sunday 17th May
Are you looking to build your career as an FCA regulated individual (CF30) and become a Financial Adviser? At AAG, we believe financial wellbeing should be accessible, engaging and genuinely useful. Since 1995, we've supported individuals and businesses alike. We’ve built a collaborative culture that celebrates curiosity, commitment, and connection.
We are looking for ambitious graduates who are committed to building a long-term career as a Financial Adviser. Our structured graduate programme is designed to take you from entry level to diploma qualified within a two-year period. Throughout the programme, you will receive comprehensive support, including sponsorship and guidance for all required professional exams, alongside hands-on, on-the-job training. You’ll gain practical experience and increasing client exposure at a pace aligned with your development, ensuring you build both the technical knowledge and real-world skills needed to succeed in the role.
AAG are an Appointed Representative of St. James's Place Partnership. St James's Place are a FTSE100 company worth over £220 billion FUM.
Programme Structure
The programme is delivered in three key phases, designed to progressively develop your knowledge, skills, and client-facing capabilities.
- Phase 1: Graduate Trainee (Entry Level / Client Service Associate)
In the initial stage, you will build strong administrative and operational foundations while supporting the wider team. Core responsibilities will include:
- Updating and maintaining client Confidential Financial Reviews
- Driving the turnaround on client Letters of Authority
- Producing client facing documentation
- Assisting with pipeline reviews
- Overseeing incoming client funds
- Actioning client transactions and issuing client correspondence
- Managing workflow through Salesforce and business trackers
- Coordinating outsourced administration for great client outcomes
Alongside these responsibilities, you will work towards professional qualifications (including industry exams with the Chartered Insurance Institute) and develop the core competencies required for progression.
- Phase 2: Associate Wealth Manager
As you progress, you will move into a more client-focused Associate role with increased responsibility. Responsibilities will include, but not limited to:
- Attending client meetings alongside Wealth Managers
- Managing and delivering on actions arising from client meetings
- Performing financial calculations, including carry forward, annual allowance, and lifetime allowance
- Supporting investment analysis
- Preparing detailed cash-flow modelling
- Carry out initial quality checking reviews of client documentation
- Driving pipeline
- Responding to client enquiries (technical and administrative)
- Identifying opportunities and referrals from existing clients
- Managing workflow through Salesforce and business trackers
Throughout Phases 1 and 2, you will be sponsored to obtain your Diploma in Financial planning which consists of the following 6 exams:
- R01: Financial services, regulation & ethics
- R02: Investment principles & risk
- R03: Personal taxation
- R04: Pensions & Retirement Planning
- R05: Financial Protection
- R06 is the ‘Financial Planning Practice’ exam
You will then have the option for further advancement by obtaining your Chartered and Fellow qualifications.
- Phase 3: AAG Wealth Management Training Program
Upon successful completion of Phase 2, you will have the opportunity to apply internally for AAG's Wealth Manager Training Programme - the proven pathway through which the majority of our current advisers have qualified. Building on the technical expertise and client-facing experience developed throughout Phases 1 and 2, this structured programme is designed to transition you from Associate to a fully Appointed Wealth Manager at AAG, with the support, mentorship, and development framework that has consistently produced successful advisers across our business.
What We’re Looking For
- A minimum of a 2:1 degree in any discipline (Business Studies, Economics, Accounting or similar preferred)
- A demonstrated interest in pursuing a career in wealth management/financial advice
- Excellent communication and interpersonal skills
- Strong attention to detail and analytical ability
- A proactive attitude with a willingness to learn and develop
What We Offer
- A structured pathway to becoming a diploma qualified Financial Advisor
- Full support with professional exams
- Hands-on experience and early client exposure
- Mentorship and ongoing career development
- A collaborative and supportive working environment
Why Join Us:
We’re proud to offer a culture that values wellbeing, personal development and balance. As part of the AAG team, you’ll benefit from:
- AAG’s Training and Development Policy including exam funding, training material funding and paid study leave.
- 21 days holiday + annual accrual
- Christmas Period - 3 days paid leave in addition to the public bank holidays
- 'Family Friday' – finish early on the last Friday of each month
- Competitive pension scheme
- Access to funded Private Medical Insurance
- Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools
- Daily breakfast in the office
- Team and company-wide social events
Please note: All roles at AAG are subject to standard financial and identity checks.
Graduate Trainee Wealth Manager in City of London employer: AAG Wealth Management
Contact Detail:
AAG Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Trainee Wealth Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to alumni from your university or connections in the finance industry. A quick chat can lead to valuable insights and even job leads. Don’t be shy; people love sharing their experiences!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to wealth management. Role-play with a friend or use online resources to get comfortable. The more you practise, the more confident you'll feel when it’s showtime!
✨Tip Number 3
Show your passion for financial wellbeing! During interviews, share your thoughts on current trends in wealth management or how you can contribute to AAG's mission. This will help you stand out as someone who genuinely cares about the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the details about the programme and what we’re looking for right there. Let’s get you started on this exciting journey!
We think you need these skills to ace Graduate Trainee Wealth Manager in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Manager Trainee role. Highlight any relevant experience or skills that align with the job description, like communication and analytical abilities. We want to see how you fit into our collaborative culture!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for wealth management and why you’re excited about joining AAG. Be genuine and let us know what makes you tick – we love curiosity and commitment!
Showcase Your Interest: In your application, make sure to demonstrate your interest in pursuing a career in financial advice. Mention any relevant coursework, projects, or experiences that have sparked your enthusiasm for this field. We’re looking for ambitious graduates who are ready to learn!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you’re proactive and keen to join our team at AAG. We can’t wait to hear from you!
How to prepare for a job interview at AAG Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and financial advising. Brush up on key concepts like investment principles, personal taxation, and financial planning. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Skills
Prepare to discuss your communication and analytical skills, as these are crucial for a Wealth Manager. Think of specific examples from your studies or previous experiences where you've demonstrated these abilities. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare some insightful questions about the company culture, training programmes, or the day-to-day responsibilities of a Wealth Manager. This shows that you're not just interested in the job, but also in how you can grow within the company.
✨Dress the Part
First impressions matter, especially in a client-facing role like this one. Dress professionally and ensure your appearance is neat and tidy. This reflects your seriousness about the position and your understanding of the industry standards.