Wealth Manager (trainee)

JR United Kingdom; London; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking an Associate Wealth Manager to join their dynamic team in London. This role offers a unique opportunity to advance your career in wealth management, working closely with experienced professionals while benefiting from a robust training program. The ideal candidate will possess an entrepreneurial spirit and a passion for client service, with at least two years of relevant experience and progress towards a diploma in wealth management. Join a company that values learning, teamwork, and commitment, and take the next step towards becoming a Chartered Financial Planner in just 18 months.

Qualifications

• At least 2 years of relevant experience in Wealth Management.
• Minimum of 2 RO exams passed towards Wealth Management diploma.

Responsibilities

• Attend client meetings and manage action points.
• Conduct investment analysis and prepare cash-flow models.
• Respond to client inquiries and identify opportunities.

Skills

Wealth Management

Client Relationship Management

Investment Analysis

Cash-flow Modelling

Interpersonal Skills

Education

Diploma in Wealth Management (partially completed)

Tools

Salesforce

Business Trackers

Job description

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.

In the last 2 years, our company has grown by a third in terms of employees and currently has over £800 million in FUM (Funds Under Management). As well as offering a holistic approach to Wealth Management to our clients, we have a Financial Education division to our company as well as a Mortgages team who offer first class service to our clients.

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:

1. Attend Client Meetings with Wealth Managers
2. Manage Action Points from Client Meetings
3. Investment analysis
4. Preparation of detailed cash-flow modelling
5. Respond to Client Inquiries (Technical and administrative)
6. Identify Opportunities and Referrals from Existing Clients
7. 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.