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- Tasks: Join our team as an Associate Wealth Manager and assist in client meetings and investment analysis.
- Company: St. James’s Place is a top FTSE 100 Wealth Management company with over £160bn in funds under management.
- Benefits: Enjoy a supportive culture, robust training, and the chance to become a Chartered Financial Planner in 18 months.
- Why this job: This role offers hands-on experience, a collaborative environment, and the opportunity to grow your career in wealth management.
- Qualifications: You need at least two years of relevant experience and two passed RO exams in wealth management.
- Other info: We're looking for motivated individuals with an entrepreneurial spirit who thrive in a fast-paced setting.
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.
Wealth Manager (trainee) employer: AAG Wealth Management
Contact Detail:
AAG Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager (trainee)
✨Tip Number 1
Network with professionals in the wealth management industry. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights and possibly refer you to opportunities at our company.
✨Tip Number 2
Familiarize yourself with Salesforce and Business Trackers, as these tools are essential for managing workflow in this role. Consider taking online courses or tutorials to enhance your skills and demonstrate your initiative during the interview process.
✨Tip Number 3
Showcase your entrepreneurial spirit by discussing any relevant projects or initiatives you've undertaken in previous roles. Highlight how these experiences have prepared you for a fast-paced environment like ours and how they align with our culture of learning and collaboration.
✨Tip Number 4
Prepare for the interview by researching St. James’s Place Wealth Management and understanding their approach to client service and financial education. Being knowledgeable about our company will help you stand out and show your genuine interest in joining our team.
We think you need these skills to ace Wealth Manager (trainee)
Some tips for your application 🫡
Understand the Company Culture: Before applying, take some time to understand the company culture at St. James’s Place Wealth Management. Highlight your alignment with their values of teamwork, learning, and commitment in your application.
Showcase Relevant Experience: Make sure to detail your relevant experience in wealth management clearly. Mention any specific roles or responsibilities that demonstrate your entrepreneurial spirit and ability to manage client relationships.
Highlight Your Qualifications: Since the role requires at least two RO exams passed, be sure to list these qualifications prominently in your CV. If you are currently pursuing further qualifications, mention this as well.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your skills and experiences but also expresses your passion for helping clients and your motivation to grow within the wealth management field. Tailor it to reflect the specific duties mentioned in the job description.
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 examples of what drew you to this field and how you plan to contribute to the company's success.
✨Demonstrate Your Interpersonal Skills
Since the role involves client interaction, highlight your strong interpersonal skills. Prepare to discuss past experiences where you successfully managed client relationships or resolved conflicts.
✨Be Prepared with Technical Knowledge
Brush up on key concepts related to wealth management, including calculations like Carry Forward and Lifetime Allowance. Being able to discuss these topics confidently will show your readiness for the role.
✨Emphasize Your Entrepreneurial Spirit
The company values an entrepreneurial mindset. Be ready to share instances where you've taken initiative or identified opportunities in previous roles, showcasing your proactive approach.
