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Wealth Management Professional

2 months ago

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

About AAG Wealth Management

AAG 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 Culture

We pride ourselves on our fun and friendly company culture, which places high value on our unique approach to wealth management. Established in 1995, we have a proven track record of providing a holistic approach to wealth management, with a team of dedicated professionals serving over 3000 clients with over £700m Funds under Management.

The Role – Servicing Advisor

We are seeking an experienced, diploma-qualified Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients. The ideal candidate will possess excellent verbal and written communication skills, strong problem-solving abilities, and attention to detail.

Key Responsibilities

  • Manage a client portfolio of up to 200 clients
  • Develop and implement personalized financial plans to meet client needs
  • Provide exceptional customer service and build strong relationships with clients
  • Stay up-to-date with industry developments and regulatory requirements

Requirements

  • Level 4 Diploma in Financial Services
  • 2 years' experience in a similar role
  • Strong problem-solving and communication skills
  • Ability to work independently and as part of a team

What We Offer

We offer a competitive salary and bonus package, as well as opportunities for career development and growth. If you are a motivated and customer-focused individual looking to expand your knowledge and skills in wealth management, we encourage you to apply.