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- Tasks: Join our team as an Associate Wealth Manager and assist with client meetings and investment analysis.
- Company: St. James’s Place is a top FTSE 100 Wealth Management firm with over £160bn in funds under management.
- Benefits: Enjoy a supportive culture, robust training, and the chance to become a Chartered Financial Planner.
- Why this job: This role offers growth, teamwork, and the opportunity to make a real impact in clients' lives.
- Qualifications: You need two years of relevant experience and at least two exams towards your wealth management diploma.
- Other info: Be part of a rapidly growing company that values hard work and celebrates success.
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 relevant events, webinars, or workshops to meet potential colleagues and mentors who can provide insights and possibly refer you to opportunities at StudySmarter.
✨Tip Number 2
Familiarise 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 interviews.
✨Tip Number 3
Showcase your entrepreneurial spirit by discussing any relevant projects or initiatives you've undertaken in previous roles. This will highlight your proactive attitude and ability to identify opportunities, which is crucial for a Wealth Manager.
✨Tip Number 4
Prepare for interviews by researching St. James’s Place Wealth Management and their approach to client service. Understanding their values and how they celebrate success will help you align your answers with their company culture.
We think you need these skills to ace Wealth Manager (trainee)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management. Emphasise any entrepreneurial spirit and your passion for helping clients, as these are key traits the company is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific role. Mention your relevant qualifications, such as the two RO exams you have passed, and how they align with the company's values and culture.
Highlight Your Skills: In your application, focus on your strong interpersonal skills and attention to detail. Provide examples of how you've used these skills in previous roles, especially in client-facing situations.
Show Enthusiasm for Learning: Since the company values a love for learning, express your eagerness to participate in their Training and Development programme. Mention any previous training or professional development experiences that demonstrate your commitment to growth in the wealth management field.
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’ve pursued your interest, whether through education or relevant experiences.
✨Demonstrate Your Interpersonal Skills
Since the role involves client interaction, highlight your strong interpersonal skills. Prepare to discuss situations where you've successfully built relationships or resolved conflicts, showcasing your ability to connect with clients.
✨Prepare for Technical Questions
Given the technical nature of the role, be ready to answer questions related to investment analysis, cash-flow modelling, and relevant calculations. Brush up on your knowledge of financial products and regulations to demonstrate your expertise.
✨Emphasise Your Organisational Skills
The job requires managing multiple tasks and workflows. Be prepared to discuss how you stay organised and prioritise your workload, perhaps by sharing tools or methods you use to keep track of client inquiries and action points.
