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Wealth Management Professional

2 months ago

London, Greater London, United Kingdom AAG Wealth Management Full time
About the Role

We are seeking a highly skilled and experienced Financial Advisor to join our team at AAG Wealth Management. As a Servicing Advisor, you 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.

The ideal candidate will possess excellent communication skills, strong problem-solving abilities, and attention to detail. They should be adept at managing multiple tasks and prioritizing effectively, with proficiency in using CRM software and other relevant tools.

Key Responsibilities
  • Manage a client portfolio of up to 200 clients
  • Provide expert advice and guidance to clients
  • Develop and implement financial plans to meet client goals
  • Monitor and review client portfolios to ensure alignment with client objectives
Requirements

To be successful in this role, you will need:

  • A Level 4 Diploma in Financial Services
  • 2 years' experience in a similar role
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficiency in using CRM software and other relevant tools
About Us

AAG Wealth Management is an award-winning Appointed Representative of St. James's Place Wealth Management. We are a highly trusted source of advice to clients, providing a holistic approach to Wealth Management. Our team of 40+ dedicated professionals is committed to delivering exceptional service and expertise to our clients.

We are looking for a professional who is passionate about helping others and is committed to a career in Wealth Management. If you are a motivated and experienced Financial Advisor looking for a new challenge, we would love to hear from you.