Wealth Management Professional
6 hours ago
AAG Wealth Management is seeking a skilled Financial Advisor to manage a client portfolio of up to 200 clients. The ideal candidate will have a diploma in finance and experience in wealth management. The role involves providing holistic advice to clients and managing their financial needs. The successful candidate will be part of a team of 40+ dedicated professionals and will have access to a wide range of financial products and services. The company provides a competitive salary and bonus, as well as opportunities for career growth and development. The role is full-time and based in the City of London. The company is committed to excellence and integrity and is a highly trusted source of advice to clients. The successful candidate will be responsible for managing a client portfolio, providing financial advice, and developing relationships with clients. The company conducts a standard financial and identity check on all candidates who are offered a role. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. The company provides a supportive and collaborative work environment and offers opportunities for professional development and growth. The role is an excellent opportunity for a skilled Financial Advisor to take their career to the next level and make a real difference in the lives of clients.
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Wealth Management Professional
5 days 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
5 days 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
2 weeks 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
1 week 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
1 week 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 hours ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000AAG Wealth Management is seeking a skilled Financial Advisor to manage a client portfolio of up to 200 clients. The ideal candidate will have a diploma in finance and experience in using CRM software. Key responsibilities include managing multiple tasks, prioritizing effectively, and providing excellent customer service. The successful candidate will be...
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Wealth Management Professional
3 hours ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000AAG Wealth Management is seeking a skilled Financial Advisor to manage a client portfolio of up to 200 clients. The ideal candidate will have a diploma in finance and experience in using CRM software. Key responsibilities include managing multiple tasks, prioritizing effectively, and providing excellent customer service. The successful candidate will be...
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Wealth Management Professional
2 weeks 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
7 hours ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000AAG Wealth Management is seeking a skilled Financial Advisor to manage a client portfolio of up to 200 clients. The ideal candidate will have a diploma in finance and experience in using CRM software. Key responsibilities include managing multiple tasks, prioritizing effectively, and providing excellent customer service. The successful candidate will be...
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Wealth Management Professional
5 hours ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000AAG Wealth Management is seeking a skilled Financial Advisor to manage a client portfolio of up to 200 clients. The ideal candidate will have a diploma in finance and experience in using CRM software. Key responsibilities include managing multiple tasks, prioritizing effectively, and providing excellent customer service. The successful candidate will be...
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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 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 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
1 week 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
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 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 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
1 week 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
1 week 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
7 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
7 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
7 hours ago
London, Greater London, United Kingdom Gravity Private Wealth Full timeJob Title: Wealth Management AdvisorGravity Private Wealth is seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our advisory team, you will provide expert financial advice and personalized investment strategies to help clients achieve their financial goals.Key Responsibilities:Client Relationship Management: Originate,...
