Wealth Manager (trainee)

JR United Kingdom; City Of London; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading firm in wealth management is seeking an Associate Wealth Manager to join their growing team in London. This role involves working closely with clients and senior wealth managers, participating in investment analysis, and supporting comprehensive training to achieve Chartered Financial Planner status. Candidates should possess strong interpersonal skills, attention to detail, and relevant experience, with a commitment to professional growth.

Qualifications

• 2+ years of relevant experience in wealth management.
• At least two passed RO exams.
• Highly organized and motivated.

Responsibilities

• Attending client meetings with Wealth Managers.
• Managing action points from client meetings.
• Conducting investment analysis.

Skills

Interpersonal skills

Attention to detail

Initiative

Education

Wealth Management Diploma

Tools

Salesforce

Job description

Social network you want to login/join with:

Wealth Manager (trainee), London (City of London)

col-narrow-left

Client:

AAG Wealth Management

Location:

London (City of London), United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

col-wide

Job Description:

Associate Wealth Manager

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 group who share a love for learning and teaching, and are always willing to help each other out. We 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 manages over £800 million in FUM (Funds Under Management). Besides offering a holistic approach to Wealth Management, we have a Financial Education division and a Mortgages team providing first-class service to our clients.

The Role – Associate Wealth Manager

If you want to advance your career in wealth management, AAG's Associate Wealth Manager programme might be perfect for you! We seek candidates with an entrepreneurial spirit, a passion for helping others, at least two years of relevant experience, and at least 2 exams toward their wealth management diploma.

Apply now to boost your career and aim to become a Chartered Financial Planner within 18 months.

You will work alongside a Senior Wealth Manager and their team, supported by our comprehensive Training and Development programme to become fully qualified.

Responsibilities include but are not limited to:

• Attending client meetings with Wealth Managers
• Managing action points from client meetings
• Investment analysis
• Preparing detailed cash-flow models
• Responding to client inquiries (technical and administrative)
• Identifying opportunities and referrals from existing clients
• Managing workflow through Salesforce and Business Trackers

The Person

This role suits an entrepreneurial, confident, motivated, highly organized, and professional individual who enjoys using initiative. You should have relevant experience in wealth management and have passed at least two RO exams.

A high level of attention to detail, strong interpersonal skills, and a professional, proactive, and positive attitude are essential.

St. James’s Place Wealth Management plc (SJP) is a leading FTSE 100 UK Wealth Management company, distributing a range of investment and retirement products to a high-net-worth client base. SJP manages funds exceeding £160bn.