Associate Wealth Manager Role

18 hours ago


London, Greater London, United Kingdom AAG Wealth Management Full time

About Us

We are a leading FTSE 100 UK Wealth Management company distributing a range of investment and retirement products and financial solutions to a high net worth client base. With funds under management exceeding £160 billion, we offer a comprehensive Training and Development programme.

This Associate Wealth Manager role is perfect for ambitious individuals who enjoy using their initiative and have relevant experience working in a Wealth Management environment. You'll need to have passed at least two RO exams and possess a high level of detail, strong interpersonal skills, and a professional attitude.

Some of the key responsibilities of the role include responding to client inquiries, identifying opportunities and referrals from existing clients, and managing workflow through Salesforce and Business Trackers.

The Benefits

As a valued member of our team, you'll benefit from our positive and supportive environment, where everyone is willing to help each other. You'll also have access to ongoing training and development opportunities to help you achieve your career goals.



  • London, Greater London, United Kingdom AAG Wealth Management Full time

    AAG Wealth ManagementOur company prides itself on its culture and provides a holistic approach to wealth management. We have experienced significant growth, with over £800 million in Funds Under Management (FUM). Our Financial Education division and Mortgages team offer exceptional service.This opportunity is ideal for individuals seeking to advance their...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...


  • London, Greater London, United Kingdom Hoxton Wealth Full time

    About Hoxton WealthWe are a leading wealth management company dedicated to providing exceptional financial services. Our team is passionate about helping clients achieve their goals and secure their financial futures.


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    We are looking for a motivated and results-driven Wealth Management Development Manager to join our team at Skybound Wealth Management. In this role, you will play a key part in driving business growth and expanding our presence in the wealth management sector.The main focus of this position is to identify and pursue new business opportunities, developing...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Associate Wealth Manager RoleWe are seeking a highly skilled and motivated individual to fill the position of trainee associate wealth manager. This role offers the opportunity to work in a dynamic and fast-paced environment where you will be responsible for supporting senior wealth managers and their teams. As a key member of the team, you will be...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Apollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Unlock Your Potential as a Wealth AdviserYour career is our top priority, and we're committed to helping you excel in the wealth management industry. If you have an entrepreneurial spirit, unwavering drive, and a strong motivation to develop your business, you might be the ideal candidate for this role.We offer extensive experience in developing individuals...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Wealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Wealth Management OpportunityApollo Private Wealth is a dynamic and ambitious wealth management firm that offers a unique opportunity for experienced financial professionals to join our team and build a successful career.The ideal candidate will have a strong understanding of holistic financial planning, excellent communication skills, and be able to work...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleThis is an exciting opportunity to join Artemis Recruitment Consultants Ltd as a Trainee Associate Wealth Manager. The position requires an enthusiastic and driven individual to deliver high-quality support to a Senior Wealth Manager and their team while progressing towards becoming a fully qualified Wealth Manager.The successful candidate must...


  • London, Greater London, United Kingdom Standard Bank of South Africa Limited Full time

    At Standard Bank of South Africa Limited, we are seeking a highly skilled and motivated individual to join our team as a Senior Wealth Management Associate. This is an excellent opportunity to develop your career in wealth management and provide exceptional service to our clients.The estimated salary for this role is R550,000 - R700,000 per annum, depending...


  • London, Greater London, United Kingdom Nova Wealth Full time

    Unlock Your PotentialWe are seeking an experienced Financial Planner to join our dynamic team at Nova Wealth. As a key member of our team, you will play a vital role in shaping our advice delivery methods and driving business growth.About UsNova Wealth is a forward-thinking company that aims to revolutionize the financial advice industry in the UK. We...


  • London, Greater London, United Kingdom Bank of Montreal Full time

    About the RoleWe are looking for a highly skilled Wealth Management Associate to join our team. As a key member of our Investment Advisory team, you will be responsible for providing exceptional client service and supporting the day-to-day administration of client portfolios.Your primary focus will be on ensuring seamless transaction processing, maintaining...


  • London, Greater London, United Kingdom Fisher Investments Full time

    About Fisher Investments EuropeFisher Investments Europe is a leading provider of investment management services to high-net-worth individuals and families in the UK.We are seeking an experienced Wealth Management Associate to join our team and build strong relationships with our clients.The successful candidate will have a base salary of £60,000 per year,...


  • London, Greater London, United Kingdom Bank of America Full time

    We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Bank of America. As a key member of our wealth management group, you will play a critical role in providing exceptional client service and support to our clients.Job Description:In this role, you will work closely with our financial advisors and other team...


  • London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full time

    Job OverviewWe are seeking an experienced Financial Wealth Manager to join our team at LOM Financial Group - Wealth Management.


  • London, Greater London, United Kingdom AFH Wealth Management Full time

    Wealth Management and Financial Planning ExpertAFH Wealth Management is seeking a seasoned financial planner to join our team as a self-employed or employed adviser.In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to help them achieve their goals.This position offers flexible working...


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    Wealth Management Business OpportunityAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. This role offers a unique chance to build a new career in wealth management and provide exceptional service to high net worth expat clients.The main focus of this position is to strategically target and...


  • London, Greater London, United Kingdom Knightsbridge Recruitment Full time

    Job OverviewWe are looking for a highly organized and detail-oriented individual to fill the role of Junior Wealth Management Associate at Knightsbridge Recruitment. In this position, you will be responsible for providing administrative support to a team of professionals in the insurance and wealth management industry.Duties:Day-to-day administrative tasks,...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Salary and BenefitsThe estimated annual salary for this role is £27,500, depending on experience.We provide an estimated salary of £25,000 - £30,000 per year, depending on experience.Enver Wealth Management offers both employed and self-employed positions for the right candidates.