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- Tasks: Join our team to manage client relationships and assist in wealth management strategies.
- Company: AAG Wealth Management, a fast-paced and supportive environment.
- Benefits: Competitive salary, bonuses, hybrid work, and robust training programme.
- Why this job: Kickstart your career in wealth management and become a Chartered Financial Planner in 18 months.
- Qualifications: Entrepreneurial spirit, relevant experience, and at least two exams towards your diploma.
- Other info: Dynamic team culture with opportunities for personal and professional growth.
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’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.
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.
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) - AAG Wealth Management in London employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager (trainee) - AAG Wealth Management 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 current employees at AAG Wealth Management. Building relationships can open doors that a CV just can’t.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your relevant experience and any exams you've passed. Use specific examples to demonstrate how your skills can benefit their team. We want to see your passion for helping clients!
✨Prepare for Interviews
Do your homework on AAG Wealth Management and the role of an Associate Wealth Manager. Be ready to discuss how you can contribute to their culture of learning and teamwork. Practise common interview questions and think about how you can showcase your entrepreneurial spirit.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our friendly team at AAG Wealth Management.
We think you need these skills to ace Wealth Manager (trainee) - AAG Wealth Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Manager role. Highlight your relevant experience and any exams you've passed. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for wealth management and why you want to join our friendly team. Let us know how you can contribute to our culture of learning and success.
Showcase Your Interpersonal Skills: Since this role involves client interaction, it's important to demonstrate your strong interpersonal skills. Use examples from your past experiences to show how you’ve effectively communicated and built relationships.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 AAG Wealth Management. Familiarise yourself with key terms like cash-flow modelling and investment analysis, as these will likely come up during the interview.
✨Show Your Passion
Demonstrate your enthusiasm for helping clients achieve their financial goals. Share examples from your past experience where you've gone above and beyond to assist clients or colleagues. This will show that you have the entrepreneurial spirit they're looking for.
✨Be Ready to Discuss Your Exams
Since they require at least two RO exams passed, be prepared to talk about your exam experiences. Highlight what you learned and how it has prepared you for this role. This shows your commitment to professional development and your readiness to take on the Associate Wealth Manager programme.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, training programmes, or the team you'll be working with. This not only shows your interest in the role but also helps you gauge if AAG is the right fit for you. Remember, interviews are a two-way street!
