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- Tasks: Join our team to assist in wealth management and client interactions.
- Company: Fast-paced, sociable company with a strong learning culture.
- Benefits: Competitive salary, bonuses, hybrid work, and robust training programme.
- Why this job: Turbo boost your career and become a Chartered Financial Planner in 18 months.
- Qualifications: Entrepreneurial spirit, relevant experience, and at least two RO exams passed.
- Other info: Dynamic environment with opportunities for professional growth and success celebration.
The predicted salary is between 28000 - 32000 £ per year.
Location: London (Hybrid)
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 are 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.
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 are 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.
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 in London employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager (trainee 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!
✨Ace the Interview
Prepare for your interviews by researching common questions and practicing your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses. Show them your passion for helping clients and your entrepreneurial spirit!
✨Show Off Your Skills
During interviews or networking, make sure to highlight your relevant experience and any exams you've passed. We want to see how you can bring value to the team, so don’t hold back on showcasing your skills and achievements!
✨Apply Through Our Website
When you're ready to apply, do it through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the initiative to apply directly!
We think you need these skills to ace Wealth Manager (trainee in London
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 growing in this field.
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 how your background aligns with what we do at StudySmarter!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant to the role – we want to understand your skills without getting lost in the details.
Apply Through Our Website: Don’t forget to apply 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 at StudySmarter!
How to prepare for a job interview at Jobster
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management principles and the specific services offered by the company. Familiarise yourself with key terms like 'cash-flow modelling' and 'lifetime allowance' so you can speak confidently about them during the interview.
✨Show Your Passion
Demonstrate your enthusiasm for helping clients achieve their financial goals. Share examples from your past experiences where you've gone above and beyond to assist clients or colleagues, showcasing your entrepreneurial spirit and proactive attitude.
✨Prepare Questions
Have a list of thoughtful questions ready to ask your interviewers. This shows that you're genuinely interested in the role and the company culture. You might ask about the training and development programme or how the team celebrates successes together.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to practice your responses. Focus on articulating your relevant experience and how it aligns with the role of an Associate Wealth Manager. The more comfortable you are speaking about your skills, the more confident you'll appear in the actual interview.
