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Wealth Management Professional

2 months ago

London, Greater London, United Kingdom AAG Wealth Management Full time

Job Summary:

AAG Wealth Management is seeking a highly skilled and experienced Financial Advisor to join our team as a Servicing Advisor. As a key member of our team, you will be responsible for managing a client portfolio of up to 200 clients, providing exceptional customer service, and delivering high-quality financial advice.

Key Responsibilities:

  • Manage a client portfolio of up to 200 clients, providing regular reviews and updates on their financial situation.
  • Develop and implement personalized financial plans to meet the needs of clients.
  • Provide exceptional customer service, responding to client inquiries and resolving any issues in a timely and professional manner.
  • Work closely with other team members to ensure seamless delivery of services to clients.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.

Requirements:

  • Level 4 Diploma in Financial Services or equivalent qualification.
  • Minimum 2 years' experience in a similar role, preferably in the wealth management industry.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong problem-solving and analytical skills, with the ability to think critically and make informed decisions.
  • Proficiency in using CRM software and other relevant tools.

What We Offer:

  • A competitive salary and bonus structure.
  • Opportunities for career development and professional growth.
  • A dynamic and supportive work environment.
  • Access to ongoing training and development programs.