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- Tasks: Join a dynamic team and assist in managing client wealth while learning from experienced professionals.
- Company: Join a leading FTSE 100 Wealth Management company with a supportive culture.
- Benefits: Competitive salary, bonuses, hybrid work, and a clear path to becoming a Chartered Financial Planner.
- Why this job: Kickstart your career in finance and make a real difference in clients' lives.
- Qualifications: Two years of relevant experience and at least two exams towards your wealth management diploma.
- Other info: Fast-paced environment with excellent growth opportunities and a focus on teamwork.
The predicted salary is between 29000 - 33000 £ per year.
Wealth Management Trainee Programme
Location: London (Hybrid)
Salary: £29k-£33k (dependent on exams passed) + bonus
Hours: Full time
AAG's Associate Wealth Manager programme could be the perfect fit for you! We're looking for candidates who have an entrepreneurial spirit, a passion for helping people and at least two years of relevant experience, along with at least 2 exams toward their diploma in wealth management.
If this sounds like you, apply now to turbo boost your career and become a Chartered Financial Planner over the coming 18 months.
We are a fast-paced company that prides itself on our culture and we’re looking for an Associate Wealth Manager to join our friendly team. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other out. In the last 2 years, our company has grown by a third in terms of employees and currently has over £1 billion in FUM (Funds Under Management).
As well as offering a holistic approach to Wealth Management to our clients, we have a Financial Education division to our company as well as a Mortgages team who offer first class service to our clients.
The Role – Associate Wealth Manager
- You will be working alongside a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager with the aid of our robust Training and Development programme.
- Attend Client Meetings with Wealth Managers
- Carry Forward, Annual Allowance, Lifetime Allowance Calculations
- Investment analysis
- Managing workflow through Salesforce and Business Trackers
You will have relevant experience working in a Wealth Management environment and at least two RO exams passed.
James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
Please note we will conduct a standard Financial and Identity check on any candidates who are offered a role within our business.
Trainee Wealth Management Consultant in London employer: AAG Wealth Management
Contact Detail:
AAG Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Wealth Management Consultant in London
✨Network Like a Pro
Get out there and connect with people in the wealth management industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance, showcase your knowledge and experience during interviews or networking chats. Bring up those exams you've passed and any relevant projects you've worked on. We want to see your passion for wealth management shine through!
✨Prepare for the Interview
Do your homework on the company and the role. Understand their values and how they approach wealth management. We recommend practising common interview questions and preparing some thoughtful questions of your own to show you’re genuinely interested.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Trainee Wealth Management Consultant in London
Some tips for your application 🫡
Show Your Passion: Make sure to highlight your passion for helping people in your application. We want to see that entrepreneurial spirit shining through, so share any relevant experiences that showcase your dedication to client service.
Tailor Your CV: Don’t just send out the same CV for every application! Tailor it to reflect the skills and experiences that align with the Wealth Management role. We love seeing candidates who take the time to connect their background to what we do.
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate straightforward communication, so make sure you express why you’re a great fit for the Trainee Wealth Management Consultant role without rambling on.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our friendly team!
How to prepare for a job interview at AAG Wealth Management
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management principles and the specific services offered by the company. Familiarise yourself with key terms and concepts, as well as recent trends in the industry. This will show that you're genuinely interested and ready to contribute.
✨Show Your Passion
During the interview, let your enthusiasm for helping clients shine through. Share examples from your past experiences where you've made a positive impact on someone's financial journey. This will resonate well with the company's culture of supporting clients and each other.
✨Ask Smart Questions
Prepare thoughtful questions about the role, the team, and the company's approach to wealth management. This not only demonstrates your interest but also helps you gauge if the company is the right fit for you. Think about asking how they support ongoing education and development.
✨Be Yourself
The company values a friendly and sociable atmosphere, so don’t be afraid to let your personality shine. Be authentic and relatable; this will help you connect with the interviewers and show that you’d fit right into their team.