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Wealth Management Professional

2 months ago


London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

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 using CRM software. Key responsibilities include managing multiple tasks, prioritizing effectively, and providing excellent customer service. The successful candidate will be customer-focused, passionate about helping others, and able to handle stressful situations calmly. The Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. The company provides a holistic approach to Wealth Management, with a team of 40+ dedicated professionals servicing 3000 clients with over £700m Funds under Management. The role offers a competitive salary and bonus, with opportunities for professional growth and development. If you are a motivated and experienced Financial Advisor looking for a new challenge, please apply.