Wealth Management Professional

2 weeks ago

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

Location: City of London

Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership.

Contract: Employed

Hours: Full-time

AAG Wealth Management is an award-winning Appointed Representative of St. James's Place Wealth Management, providing high-quality, trusted advice to clients as their financial needs evolve. We are seeking an experienced, diploma-qualified Financial Advisor to join our team and manage a client portfolio of up to 200 clients.

The Role:

We are looking for a Level 4 Diploma Qualified professional with 2 years' experience. St. James's Place experience is preferred. The ideal candidate will possess excellent verbal and written 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.

The Person:

This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and has a 'can do' working style. You should be committed to a career in Wealth Management and looking to expand and develop your existing knowledge.

Requirements:

  • Level 4 Diploma Qualification
  • 2 years' experience in Financial Services
  • St. James's Place experience preferred

What We Offer:

AAG Wealth Management offers a competitive salary and bonus, plus future ownership. We are a fun and friendly company who places high value on our unique culture. Established in 1995, we provide a holistic approach to Wealth Management, currently looking after approx. 3000 clients with over £700m Funds under Management serviced by a team of 40+ dedicated professionals.

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