Wealth Management Professional

2 days ago

London, Greater London, United Kingdom AAG Wealth Management Full time
Opportunity for a Servicing Advisor

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 a holistic approach to Wealth Management. We are seeking an experienced, diploma-qualified Financial Advisor to 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. The successful candidate will be committed to a career in Wealth Management and be looking to expand and develop their existing knowledge.

Requirements:

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

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.

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