Wealth Management Professional
3 days ago
AAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.
Job SummaryWe are seeking an experienced and diploma-qualified Financial Advisor to join our team as a Servicing Advisor. The successful candidate will be responsible for managing a client portfolio of up to 200 clients, providing expert advice and guidance to help them achieve their financial goals.
Key Responsibilities- Manage a portfolio of up to 200 clients, providing regular reviews and updates to ensure their financial needs are being met.
- Develop and implement personalized financial plans to help clients achieve their goals.
- Provide expert advice and guidance on investment strategies, tax planning, and other financial matters.
- Build and maintain strong relationships with clients, understanding their needs and preferences.
- Work closely with other members of the team to ensure seamless delivery of services to clients.
- Minimum of 2 years' experience in a similar role, preferably in a wealth management or financial services environment.
- Diploma-qualified in a relevant field, such as financial planning or wealth management.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Proficient in using CRM software and other relevant tools.
- A competitive salary and bonus package.
- The opportunity to work with a highly respected and established wealth management firm.
- A dynamic and supportive team environment.
- Ongoing training and development opportunities to help you achieve your career goals.
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Wealth Management Professional
1 day ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000AAG Wealth Management is seeking an experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.Key Responsibilities:Manage a client portfolio of up to 200 clientsProvide holistic wealth management services to clientsDevelop and implement investment strategies to meet client goalsMonitor and adjust client...
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Wealth Management Professional
1 day ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000AAG Wealth Management is seeking an experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.Key Responsibilities:Manage a client portfolio of up to 200 clientsProvide holistic wealth management services to clientsDevelop and implement investment strategies to meet client goalsMonitor and adjust client...
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Wealth Management Professional
7 days ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000About AAG Wealth ManagementAAG Wealth Management is a highly respected and trusted provider of holistic wealth management services. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice to our clients as their financial needs evolve over time.Our client portfolio consists of 3000 clients...
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Wealth Management Professional
5 days ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAbout AAG Wealth ManagementAAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management. Our company is built on a foundation of quality, integrity, and excellence, making us a trusted source of advice to clients as their financial needs evolve over time.Our Unique CultureWe pride ourselves on...
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Wealth Management Professional
5 days ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAbout AAG Wealth ManagementAAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management. Our company is built on a foundation of quality, integrity, and excellence, making us a trusted source of advice to clients as their financial needs evolve over time.Our Unique CultureWe pride ourselves on...
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Wealth Management Professional
7 days ago
London, Greater London, United Kingdom AAG Wealth Management Full timeJob OverviewJob Type: Full-timeIndustry: Financial ServicesCompany: AAG Wealth ManagementAAG Wealth Management is a leading provider of wealth management services, seeking an experienced and diploma-qualified Financial Advisor to join our team as a Servicing Advisor.Key ResponsibilitiesManage a client portfolio of up to 200 clients, providing personalized...
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Wealth Management Professional
4 days ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...
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Wealth Management Professional
4 days ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...
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Wealth Management Professional
7 days ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong commitment to quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an...
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Wealth Management Professional
5 days ago
London, Greater London, United Kingdom AAG Wealth Management Full timeJob 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...
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Wealth Management Professional
6 days ago
London, Greater London, United Kingdom AAG Wealth Management Full timeJob 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...
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Wealth Management Professional
4 days ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000Job OpportunityAAG Wealth Management is seeking a highly skilled and experienced Servicing Advisor to join our team.About the RoleWe are an award-winning Appointed Representative of St. James's Place Wealth Management, providing holistic wealth management services to our clients. As a Servicing Advisor, you will be responsible for managing a client portfolio...
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Wealth Management Professional
4 days ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000Job OpportunityAAG Wealth Management is seeking a highly skilled and experienced Servicing Advisor to join our team.About the RoleWe are an award-winning Appointed Representative of St. James's Place Wealth Management, providing holistic wealth management services to our clients. As a Servicing Advisor, you will be responsible for managing a client portfolio...
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Wealth Management Professional
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Wealth Management Professional
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Wealth Management Professional, Partner
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Wealth Management Specialist
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Junior Wealth Management Associate
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