Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team and assist in managing client wealth while learning from experienced professionals.
- Company: AAG, a fast-growing 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: Join a sociable team that values learning and offers excellent career growth opportunities.
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 Manager 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 Manager 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 to chat with potential employers, make sure to highlight your relevant experience and any exams you've passed. We want to see your passion for wealth management shine through, so don’t hold back on sharing your achievements!
✨Prepare for Interviews
Do your homework before interviews! Research the company, understand their values, and be ready to discuss how you can contribute to their team. We recommend practising common interview questions and preparing some thoughtful questions of your own to show your interest.
✨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 the initiative to engage with us directly!
We think you need these skills to ace Trainee Wealth Manager in London
Some tips for your application 🫡
Show Your Passion: Let us see your enthusiasm for wealth management! In your application, share why you're excited about this field and how you can contribute to our team. A genuine passion can really make you stand out.
Highlight Relevant Experience: Make sure to detail your relevant experience in wealth management. We want to know what you've done in the past that makes you a great fit for this role. Use specific examples to showcase your skills and achievements.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to match the job description. Mention the exams you've passed and how they relate to the role. This shows us you’ve done your homework and are genuinely interested.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it shows us you’re proactive and keen to join our 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 and the specific services offered by the company. Familiarise yourself with key terms, recent market trends, and any relevant regulations. This will show that you're not just interested in the role but are genuinely passionate about the industry.
✨Show Your Entrepreneurial Spirit
Since they’re looking for candidates with an entrepreneurial mindset, think of examples from your past experiences where you've demonstrated initiative or innovation. Be ready to discuss how you can bring that same energy to their team and contribute to their growth.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training programmes, and what success looks like in the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Be Yourself
They value a friendly and sociable team, so let your personality shine through during the interview. Share your passion for helping people and your love for learning. Authenticity can set you apart from other candidates!