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Wealth Management Professional

2 months ago

London, Greater London, United Kingdom AAG Wealth Management Full time
Exciting Opportunity at AAG Wealth Management

AAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management, providing a holistic approach to Wealth Management. We are currently looking for a skilled and experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.

About the Role:

  • Manage a client portfolio of up to 200 clients
  • Provide expert financial advice and guidance to clients
  • Develop and implement personalized financial plans to meet clients' needs
  • Build and maintain strong relationships with clients
  • Stay up-to-date with industry developments and best practices

About the Ideal Candidate:

  • Level 4 Diploma Qualified professional
  • 2 years' experience in Financial Services
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Self-motivated and proactive approach

What We Offer:

  • Competitive salary and bonus
  • Future ownership opportunities
  • Professional development and training
  • Collaborative and supportive work environment