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Wealth Manager
2 months ago
Location: City of London Salary: Competitive Salary and Bonus (OTE: £60k+). Contract: Hours: Full-time
An excellent opportunity has arisen for a Servicing Advisor to join our team. James’s Place Wealth Management, who through quality, integrity, and excellence, are a highly trusted source of advice to clients as their financial needs evolve over the years. Established in 1995 our client provides a holistic approach to Wealth Management; 3000 clients with over £700m Funds under Management serviced by a team of 40+ dedicated professionals.
At AAG, we are seeking an experienced, diploma-qualified Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.
They should be adept at managing multiple tasks and prioritizing effectively, with proficiency in using CRM software and other relevant tools. Additionally, they should be customer-focused, passionate about helping others, patient, empathetic, and able to handle stressful situations calmly. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
