Graduate Trainee Wealth Manager in London

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
• 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
• 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.