Current jobs related to Wealth Management Professional - London, Greater London - AAG Wealth Management

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' experience in the financial services industry and hold a QCF...

  • Wealth Management Professional

    7 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Apollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...

  • Wealth Management Professional

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and experienced Wealth Adviser to join our team. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' industry experience and a QCF Level 4 Diploma as a minimum. You will...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

  • Wealth Management Administrator

    3 weeks ago

    London, Greater London, United Kingdom St. James's Place Wealth Management Full time

    Job Title: Wealth Management AdministratorAbout the Role:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our team, you will be responsible for managing all day-to-day operations of the business, including managing appointments and client review meetings, responding to...

  • Wealth Management Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...

  • Wealth Management Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...

  • Wealth Management Associate

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Wealth Management Associate. As a key member of our team, you will play a crucial role in supporting our experienced Advisers and developing your skills in financial planning and wealth management.As a Wealth Management Associate, you will have...

  • Wealth Adviser Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

  • Wealth Adviser Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

  • Administrative Support Specialist

    3 weeks ago

    London, Greater London, United Kingdom St. James's Place Wealth Management Full time

    Job Summary:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our operations team, you will be responsible for managing all day-to-day activities, including appointments, client review meetings, and responding to client inquiries.Key Responsibilities:* Manage...

  • Business Development Executive

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your MissionApollo Private Wealth is seeking a highly motivated Business Development Executive to join our team. As a Business Development Executive, you will play a crucial role in connecting with prospects, articulating our service, and arranging meetings with our Wealth Advisers.About the RoleThis is a fantastic opportunity for an experienced Business...

  • Wealth Adviser Associate

    2 months ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Wealth Adviser Associate

    2 months ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom Oval Recruit Ltd. Full time

    Wealth Management Associate RoleOval Recruit Ltd. is seeking a skilled Wealth Management Associate to join their team. As a Wealth Management Associate, you will work closely with a Wealth Manager to manage client relationships and technical administration.Key Responsibilities:Prepare client meeting packs, meeting notes, and action schedules.Process all new...

  • Wealth Management Platform Implementation Specialist

    2 weeks ago

    London, Greater London, United Kingdom Titan Wealth Holdings Limited Full time

    The Titan Wealth Group is a leading provider of wealth management services, and we are seeking a skilled Junior Wealth Business Analyst to join our implementation team. As a Junior Wealth Business Analyst, you will work closely with the Wealth Operations Team to effectively implement our new wealth management platform, ensuring seamless delivery and process...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom Oval Recruit Ltd. Full time

    Wealth Management AssociateJob SummaryOval Recruit Ltd. is seeking a highly skilled Wealth Management Associate to join their team. As a Wealth Management Associate, you will work closely with a Wealth Manager to manage client relationships and technical administration.Key ResponsibilitiesPrepare client meeting packs, meeting notes, and action...

  • Wealth Management Professional

    4 weeks ago

    London, Greater London, United Kingdom Oval Recruit Ltd. Full time £35,000 - £42,000

    Wealth Management AssociateAbout the RoleOval Recruit Ltd. is seeking a skilled Wealth Management Associate to join their team. As a Wealth Management Associate, you will work closely with a Wealth Manager to manage client relationships and technical administration.Key ResponsibilitiesPrepare client meeting packs, meeting notes, and action schedules.Process...

  • Business Analyst

    4 weeks ago

    London, Greater London, United Kingdom Titan Wealth Holdings Full time

    About usThe Titan Wealth Group provides a broad range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Its strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, Titan is an active acquirer of UK-based...

  • Wealth Management Professional

    4 weeks ago

    London, Greater London, United Kingdom targetjobs Hired Full time

    Unlock Your Potential in Wealth ManagementAt targetjobs Hired, we're committed to providing a personal and professional experience for our clients. Our firm was founded in 2008 with a vision to offer expert wealth management services without the constraints of a large corporation.We're seeking a motivated and ambitious individual to join our fast-growing...

Wealth Management Professional

2 months ago

London, Greater London, United Kingdom AAG Wealth Management Full time £60,000
Opportunity for a Servicing Advisor

AAG Wealth Management is seeking an experienced Financial Advisor to join our team and manage a client portfolio of up to 200 clients.

Our client provides a holistic approach to Wealth Management, with a strong focus on quality, integrity, and excellence. They have a highly trusted source of advice to clients as their financial needs evolve over the years.

The ideal candidate will be adept at managing multiple tasks and prioritizing effectively, with proficiency in using CRM software and other relevant tools. 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.

Key Responsibilities:
  • Manage a client portfolio of up to 200 clients
  • Provide holistic Wealth Management services
  • Use CRM software and other relevant tools
  • Develop strong relationships with clients
  • Stay up-to-date with industry developments and best practices
Requirements:
  • Experience as a Financial Advisor
  • Diploma-qualified in Financial Services
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Proficiency in using CRM software and other relevant tools