Wealth Management Professional

5 hours ago


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

AAG Wealth Management

Our 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 career in wealth management. AAG's Associate Wealth Manager programme aims to develop entrepreneurial spirits with a passion for helping others. The role requires at least two years of relevant experience and a diploma in wealth management.

As an Associate Wealth Manager, you'll work alongside a Senior Wealth Manager and their growing team, continuing your path towards becoming a fully qualified Wealth Manager. Your duties will include attending client meetings, managing action points, carrying forward annual allowance and lifetime allowance calculations, investment analysis, and preparing detailed cash-flow modelling.

The Salary

The estimated salary for this role is around £45,000-£60,000 per annum, depending on experience.



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