Wealth Management Professional

4 hours 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.

As a Servicing Advisor, you will be responsible for managing multiple tasks and prioritizing effectively, with proficiency in using CRM software and other relevant tools. You 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
  • Work effectively in a team environment

Requirements:

  • Experience as a Financial Advisor
  • Diploma-qualified in Financial Services
  • Proficiency in using CRM software
  • Strong communication and interpersonal skills
  • Ability to work effectively in a team environment

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