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- Tasks: Join our team as an Associate Wealth Manager and support client meetings and investment analysis.
- Company: St. James’s Place is a top FTSE 100 Wealth Management company with over £160bn in funds.
- Benefits: Enjoy a robust training program and the chance to become a Chartered Financial Planner in 18 months.
- Why this job: This role offers growth, a supportive culture, and the opportunity to make a real impact.
- Qualifications: You need at least two years of relevant experience and two passed RO exams.
- Other info: We're looking for motivated individuals with an entrepreneurial spirit and strong interpersonal skills.
The predicted salary is between 24000 - 36000 £ per year.
Associate Wealth Manager
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. We like to acknowledge hard work and commitment and celebrate our successes.
In the last 2 years, our company has grown by a third in terms of employees and currently has over £800 million 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
Looking to take your career in wealth management to the next level? 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.
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.
Duties include but are not exclusive to:
- Attend Client Meetings with Wealth Managers
- Manage Action Points from Client Meetings
- Carry Forward, Annual Allowance, Lifetime Allowance Calculations
- Investment analysis
- Preparation of detailed cash-flow modelling
- Respond to Client Inquiries (Technical and administrative)
- Identify Opportunities and Referrals from Existing Clients
- Managing workflow through Salesforce and Business Trackers
The Person
This is an interesting and challenging role that would suit an entrepreneurial, confident, motivated, highly organised, and professional individual who enjoys using their initiative.
You will have relevant experience working in a Wealth Management environment and at least two RO exams passed.
A high level of detail is a must as well as strong interpersonal skills, demonstrating a professional, proactive and positive ‘can do’ attitude
St. 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. SJP has funds under management in excess of £160bn.
Trainee employer: AAG Wealth Management
Contact Detail:
AAG Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee
✨Tip Number 1
Network with professionals in the wealth management industry. Attend industry events, webinars, or local meetups to connect with potential mentors and colleagues who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Showcase your entrepreneurial spirit by sharing examples of how you've taken initiative in previous roles. Whether it's a project you led or a problem you solved, demonstrating this quality can set you apart from other candidates.
✨Tip Number 3
Familiarize yourself with Salesforce and Business Trackers, as these tools are essential for managing workflow in this role. If you have experience with similar software, be ready to discuss it during your interview.
✨Tip Number 4
Prepare to discuss your understanding of cash-flow modeling and investment analysis. Being able to articulate your knowledge in these areas will demonstrate your readiness for the Associate Wealth Manager position.
We think you need these skills to ace Trainee
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Associate Wealth Manager position. Highlight key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to reflect your relevant experience in wealth management. Emphasize your entrepreneurial spirit, interpersonal skills, and any exams you have completed towards your diploma in wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping people and your motivation to grow in the wealth management field. Mention specific examples of your past experiences that demonstrate your suitability for the role.
Highlight Your Commitment to Learning: Since the company values a love for learning, mention any ongoing education or professional development you are pursuing. This could include additional exams, certifications, or relevant training programs.
How to prepare for a job interview at AAG Wealth Management
✨Show Your Passion for Wealth Management
Make sure to express your enthusiasm for the wealth management industry. Share specific experiences that highlight your passion for helping clients achieve their financial goals.
✨Demonstrate Your Entrepreneurial Spirit
Since the company values an entrepreneurial mindset, prepare examples of how you've taken initiative in previous roles. Discuss any projects or ideas you've implemented that showcase your proactive approach.
✨Highlight Your Relevant Experience
Be ready to discuss your past experience in wealth management and the exams you've completed. This will show that you have a solid foundation and are committed to advancing your career in this field.
✨Prepare for Client Interaction Scenarios
Given the role involves attending client meetings and responding to inquiries, practice how you would handle various client scenarios. This will demonstrate your strong interpersonal skills and readiness to engage with clients professionally.
