Associate Wealth Manager — Training & Growth Path

AAG Wealth Management; England; On-site; GBP 29,000 - 33,000; Full time

Job summary

AAG Wealth Management is seeking an Associate Wealth Manager to join the team and pursue full qualification with our Training and Development programme. You will work alongside a Senior Wealth Manager, attend client meetings, and contribute to investment analyses and client servicing.

The role requires experience in wealth management, a proactive attitude, and progression through Diploma exams while leveraging Salesforce and internal processes. Salary is £29k-£33k plus bonus.

Qualifications

• Two years of relevant wealth management experience.
• At least two RO exams toward the Diploma in Wealth Management.
• Entrepreneurial, motivated, highly organised and professional.

Responsibilities

• Attend client meetings with wealth managers.
• Manage action points from client meetings.
• Investment analysis.
• Prepare detailed cash-flow modelling.
• Respond to client inquiries (technical and administrative).
• Identify opportunities and referrals from existing clients.
• Manage workflow through Salesforce and business trackers.

Skills

Entrepreneurial spirit

Interpersonal skills

Organised

Cash-flow analysis

Education

Diploma in Wealth Management (2 exams toward)

Tools

Salesforce

Job description

AAG Wealth Management is seeking an Associate Wealth Manager to join the team and pursue full qualification with our Training and Development programme. You will work alongside a Senior Wealth Manager, attend client meetings, and contribute to investment analyses and client servicing.

The role requires experience in wealth management, a proactive attitude, and progression through Diploma exams while leveraging Salesforce and internal processes. Salary is £29k-£33k plus bonus.