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- Tasks: Join our team to assist in wealth management and client interactions.
- 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.
- Qualifications: Entrepreneurial spirit, relevant experience, and at least two exams passed.
- Other info: Dynamic culture with opportunities for 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’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 employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager (trainee) - AAG Wealth Management
✨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 your skills in client management and investment analysis – this is your time to shine!
✨Be Proactive
Don’t wait for opportunities to come to you. If you see a role that excites you, apply through our website and follow up with a friendly email. Showing initiative can really set you apart from other candidates.
✨Prepare for Interviews
Do your homework on AAG Wealth Management and the wealth management sector. Be ready to discuss how your entrepreneurial spirit and proactive attitude align with their culture. Practising common interview questions can also help you feel more confident when the time comes.
We think you need these skills to ace Wealth Manager (trainee) - AAG Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Associate Wealth Manager role. Highlight your entrepreneurial spirit and any relevant exams you've passed to show us you're a great fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for helping people and why you want to join our friendly team at AAG. Let us know how your previous experience has prepared you for this exciting opportunity.
Showcase Your Attention to Detail: In wealth management, details matter! Make sure your application is free from typos and errors. This shows us that you’re organised and professional, which is exactly what we’re looking for.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 well as any recent news in the financial sector that could impact their clients.
✨Show Your Passion
During the interview, let your enthusiasm for helping people shine through. Share examples from your past experiences where you've gone above and beyond to assist clients or colleagues. This will demonstrate your entrepreneurial spirit and commitment to the role.
✨Be Ready to Discuss Your Exams
Since they’re looking for candidates with at least two RO exams passed, be prepared to talk about what you learned from these exams and how you can apply that knowledge in the role. Highlight any relevant coursework or projects that showcase your understanding of wealth management.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This could be about the company culture, the training programme, or how success is measured within the team. It shows you're genuinely interested and have done your homework!
