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- Tasks: Join our graduate programme to become a qualified Financial Adviser with hands-on experience.
- Company: AAG Wealth Management, a supportive and innovative financial services firm.
- Benefits: Starting salary of £28,000, exam funding, mentorship, and flexible working.
- Other info: Enjoy a collaborative culture with personal development opportunities and fun team events.
- Why this job: Kickstart your career in wealth management with a structured pathway and real client exposure.
- Qualifications: 2:1 degree and a passion for financial advice; strong communication skills are a must.
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.
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
- Assisting with pipeline reviews
- Actioning client transactions and issuing client correspondence
- Managing workflow through Salesforce and business trackers
- Coordinating outsourced administration for great client outcomes
- 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
- Carrying 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
- 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
- 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 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
✨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 rehearse, 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 demonstrate your commitment and enthusiasm for the role.
✨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 info you need about the programme and what we’re looking for in candidates like you!
We think you need these skills to ace Graduate Trainee Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Graduate Trainee Wealth Manager role. Highlight relevant experiences, skills, and any coursework that aligns with wealth management. We want to see how you fit into our culture and values!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial advice and why you’re excited about joining AAG. Be genuine and let us know what makes you tick in this field.
Showcase Your Skills: In your application, don’t just list your skills—show us how you've used them! Whether it's through projects, internships, or part-time jobs, we want to see real examples of your communication, analytical abilities, and proactive attitude.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
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 personal taxation, pensions, and investment analysis. This will not only show your interest but also help you answer questions confidently.
✨Show Your Passion
AAG is looking for ambitious graduates who are committed to a long-term career in financial advice. Be prepared to share why you're passionate about this field and how you see yourself growing within the company. Personal anecdotes can really make your enthusiasm shine!
✨Practice Makes Perfect
Conduct mock interviews with friends or family to get comfortable with common interview questions. Focus on your communication skills and ensure you can articulate your thoughts clearly. This will help you feel more at ease during the actual interview.
✨Ask Thoughtful Questions
At the end of the interview, have a few insightful questions ready to ask your interviewers. This shows that you're genuinely interested in the role and the company. You might ask about the training programme or how AAG supports its employees' professional development.