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For Companies At a Glance
- Tasks: Join our team to assist in wealth management and client relations.
- Company: Fast-growing, sociable company with a strong culture of learning.
- Benefits: Competitive salary, bonuses, and robust training for career growth.
- Why this job: Kickstart your career in wealth management and become a Chartered Financial Planner.
- Qualifications: Entrepreneurial spirit, relevant experience, and at least two exams passed.
- Other info: Dynamic environment with opportunities for professional development and teamwork.
The predicted salary is between 28000 - 32000 £ per year.
Salary: £28k-£32k (dependent on exams passed) + bonus
Hours: Full time
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 £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
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
- 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.
Please note we will conduct a standard Financial and Identity check on any candidates who are offered a role within our business.
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)
✨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 meet potential employers or colleagues, 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!
✨Prepare for Interviews
Do your homework before interviews! Research the company, understand their values, and think about how you can contribute to their success. We love candidates who come prepared and show genuine interest in our culture and mission.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for enthusiastic candidates who are ready to take their careers to the next level with us.
We think you need these skills to ace Wealth Manager (trainee)
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for wealth management shine through. We want to see that you’re not just looking for a job, but that you genuinely care about helping clients and making a difference in their financial lives.
Tailor Your CV: Make sure your CV is tailored to the role of Associate Wealth Manager. Highlight your relevant experience and any exams you've passed. We love seeing candidates who take the time to align their skills with what we’re looking for!
Be Professional Yet Approachable: While we appreciate professionalism, don’t be afraid to let your personality come through in your application. We’re a friendly team, so showing us your approachable side can really make you stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining 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 trends in the industry, and any relevant regulations. This will show that you're not just interested in the role but also genuinely engaged with the field.
✨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 demonstrate your entrepreneurial spirit and commitment to the role.
✨Ask Smart Questions
Prepare thoughtful questions about the company's culture, training programmes, and growth opportunities. This not only shows your interest in the position but also helps you gauge if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.
✨Be Professional Yet Approachable
While it's important to maintain professionalism, don't forget to let your personality shine through. The company values a friendly and sociable team, so being approachable and demonstrating strong interpersonal skills can set you apart from other candidates. A positive attitude goes a long way!