Associate Wealth Manager
Location: London
Salary: £28,000 - £32,000 (depending on number of exams)
Contract: Permanent
Hours: Full-time - Hybrid
Are you looking to turbo boost your career in wealth management and become a chartered financial planner?
Have you got at least two exams toward your diploma in wealth management and at least two years of relevant experience? Do you have a passion for helping people and an entrepreneurial spirit?
If the answer is yes to all of these, then you should apply to AAG’s Associate Wealth Manager programme.
We are a fun and friendly company who place high value on our unique culture. Established in 1995 AAG provides a holistic approach to wealth management; we are currently looking after approx. 2900 clients with about £690m Funds under Management serviced by 18 Wealth Managers (Advisers).
The Role – Associate Wealth Manager:
The position will require an enthusiastic and driven candidate to deliver first class support to a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager, fully supported by robust Training and Development.
You must project a professional image and entrepreneurial spirit in both appearance and attitude and provide quality support on time to agreed standards.
Duties include but are not exclusive to:
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Attend Client Meetings with Wealth Managers
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Manage Action Points from Client Meetings
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Writing Post Approval Suitability letters and Business Submission
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Carry Forward, Annual Allowance, Lifetime Allowance Calculations
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Client Financial Review input/updating
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Manage Pipeline for Wealth Manager
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Analytics using FE Analytics
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Preparation of detailed Voyant reports
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Drawdown Review Letters / Fund Switch Letters
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Respond to Client Inquiries (Technical and administrative)
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Identify Opportunities and Referrals from Existing Clients
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Managing workflow through Salesforce and Business Trackers
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Facilitation of defined benefit transfers
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Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software
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Critical Yield Calculations
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Manage Outsourced Letter of Authority Process
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Manage Outsourced Administrative processes
The Person:
This is an interesting and challenging role that would suit an entrepreneurial, confident, motivated, highly organised, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
You must have previous experience and must be strong in the following areas:
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Relevant experience in Wealth Management (SJP experience would be a great advantage for the role)
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At least 2 CII exams
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Advanced knowledge in using Voyant and FE Analytics
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Proficient in the use of Salesforce software
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High level of attention to detail & excellent organisation skills
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High standard of written & verbal communication skills
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Highly IT literate, including advanced MS Outlook, Excel, PowerPoint, and Word skills
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Keeps calm when faced with conflicting demands and handles these effectively
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Strong interpersonal skills, demonstrating a professional, proactive and positive attitude
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Ability to work autonomously as well as working on shared goals as part of a team
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Manages time effectively with the ability to multi-task
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £179bn. This business is well established and highly successful.
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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