Trainee

3 days ago


United Kingdom AAG Wealth Management Full time

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 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:

  • 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

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £160bn.



  • United Kingdom Dexters Estate Agent Group Full time

    Unlock Your Potential as a Trainee Sales NegotiatorWe are seeking a highly motivated and ambitious individual to join our Sales Teams in West London as a Trainee Sales Negotiator. As a Trainee Sales Negotiator, you will play a vital role in building relationships with applicants and vendors, and will have the opportunity to develop your skills and knowledge...


  • United Kingdom 27 Talent Full time €80,000

    TRAINEE RECRUITMENT CONSULTANT – No experience required! Join an ambitious, vastly growing environment where having fun is just as important as working hard! With training plans and clear pathways for progression in place, there is unlimited opportunity for how far you can take your career in Recruitment! If you are looking for an opportunity to get your...


  • united kingdom Ribbons and Reeves Limited Full time

    Trainee Primary Teacher | Outstanding Hounslow Primary School Top 20 UK University Graduate for this Trainee Primary Teacher role! Passionate Graduate required for an Trainee Primary Teacher at a wonderful Primary School in Hounslow, West London! Are you a recent graduate with a passion for Primary Teaching? Are you looking to gain vital experience as an...


  • United Kingdom Ribbons and Reeves Limited Full time

    Trainee Primary Teacher | Outstanding Hounslow Primary School Top 20 UK University Graduate for this Trainee Primary Teacher role! Passionate Graduate required for an Trainee Primary Teacher at a wonderful Primary School in Hounslow, West London! Are you a recent graduate with a passion for Primary Teaching? Are you looking to gain vital experience as an...


  • United Kingdom Ecruit Full time

    Assistant/ Trainee Accountant–Competitive Salary– Somerset The Role Do you have an aptitude for numbers and a desire to build a rewarding career in accounting? We are a family owned, independent manufacturer of construction materials, looking to appoint an enthusiastic and organised Assistant/ Trainee Accountant to our team. This varied role will...


  • United Kingdom Dexters Estate Agent Group Full time

    We are looking for a highly motivated and ambitious individual to join our sales team as a Trainee Sales Negotiator in West London.About the RoleThis is an exciting opportunity to start your career in the property industry and earn a competitive salary of £42,500 per annum, with uncapped commission potential.As a Trainee Sales Negotiator, you will be...

  • Trainee Associate

    3 days ago


    United Kingdom Vasto Legal Recruitment Full time

    Planning Associate (NQ – 2 PQE) – Manchester / Sheffield We are working closely with a leading international law firm seeking a Planning Associate NQ - 2 PQE to join their highly regarded, experienced department. You can be based out of either their Manchester or Sheffield office. This highly regarded Global law firm has experienced considerable...


  • United Kingdom Oculus Legal Group Full time

    Oculus Legal Group is interested to speak with final year, South West based legal trainees who are due to qualify in 2025. During 2025 our experienced Consultants will be assisting the leading private practice firms across the South West region add NQ Solicitors to high performing teams across all legal sectors. Ahead of qualification dates - we are...


  • United Kingdom Slaughter and May Full time

    We are offering a fantastic opportunity for a professional, technically strong and engaging individual to join us as an Associate in our London-based Real Estate team. This role is for a junior to mid-level real estate associate, covering the full range of matters including acquisitions, disposals, lettings (acting for landlords and tenants, including on...


  • United Kingdom Willmott Dixon Full time

    Graduate Management Trainee Programme - Business Development Manager Willmott Dixon has supported many graduates to join our management trainee scheme for over 40 years, and many of these are now in senior managerial roles. We are currently recruiting for a Business Development Management Trainee to join our London and East team starting in September 2025....


  • United Kingdom Willmott Dixon Full time

    Graduate Management Trainee Programme - Business Development Manager Willmott Dixon has supported many graduates to join our management trainee scheme for over 40 years, and many of these are now in senior managerial roles. We are currently recruiting for a Business Development Management Trainee to join our London and East team starting in September 2025....

  • Estate Agent Trainee

    2 weeks ago


    United Kingdom Dexters Estate Agent Group Full time

    As a Trainee Sales Negotiator with Dexters Estate Agent Group in West London, you will have the opportunity to build a successful career in the property industry.About the RoleThe salary for this role is £45,000 per annum, with uncapped commission potential. This means that your earning potential is limitless, and you can earn up to £55,000 in your first...


  • United Kingdom Code Compass Full time €50,000

    Recruitment Consultant - Greater London We are a specialist IT recruitment agency based in Greater London, focused on expanding our dynamic, fast-growing team. As one of the few licenced recruitment agencies operating across Europe, you will be joining an established brand with a roster of existing clients ready for outreach. Unlike many agencies, you will...


  • United Kingdom Code Compass Full time €50,000

    Recruitment Consultant - Greater London We are a specialist IT recruitment agency based in Greater London, focused on expanding our dynamic, fast-growing team. As one of the few licenced recruitment agencies operating across Europe, you will be joining an established brand with a roster of existing clients ready for outreach. Unlike many agencies, you will...


  • United Kingdom ENGINEERINGUK Full time

    Commercial Graduate OpportunityBenchmark Financial Planning is seeking a recent graduate to fill the role of IFA Administrator / Trainee Paraplanner in Londonderry, Northern Ireland.The company provides essential support to financial advisers, with key responsibilities including:Handling telephone enquiries and making appointments for advisers.Preparing and...

  • IT Trainee Developer

    3 weeks ago


    United Kingdom System1 Full time

    Trainee Developer Location: United Kingdom Market Research has changed more in the past 3 years, than in the previous 40” System1 is the leading global Marketing decision making platform. We help brands measure and understand whether their marketing works. Predictive technology is our passion, but our focus is very much human. We understand the power...

  • IT Trainee Developer

    3 weeks ago


    United Kingdom System1 Full time

    Trainee Developer Location: United Kingdom Market Research has changed more in the past 3 years, than in the previous 40” System1 is the leading global Marketing decision making platform. We help brands measure and understand whether their marketing works. Predictive technology is our passion, but our focus is very much human. We understand the power...


  • United Kingdom Anderson Recruitment Full time €29,000

    Technician Trainee or Experienced Our excellent client in Tetbury is looking for a Technician on a full time, permanent basis.They are a really great company that care a lot about their staff. In this role, previous industry experience non-essential, as full training and ongoing support will be provided on the job, products and processes.What we are...


  • United Kingdom g2 Recruitment Full time €35,000 - €40,000

    Calling all Cardiff / Swansea / Newport / Bristol candidates and anyone in South Wales! g2 Recruitment Cardiff specialize in recruitment in the European Engineering industry, and the UK Public Sector – Town Planning markets . We are expanding our successful team at g2 Cardiff, our Trainee Recruitment Consultant opportunity will give you the chance to...


  • United Kingdom NFU Mutual Full time €37,000

    Take the next step in your insurance career with a comprehensive training and development plan Start date of 3rd February with regular milestones, salary reviews and growth opportunities throughout your time in role Homeworking role with approx. 2/3 days per week travel to sites around the South East region with company vehicle provided About the role ...