Wealth manager Work, Jobs in Boldre, Ham (with Salaries)

Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
9d
Transaction Services Manager/Senior Manager
BDO —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Audit Assistant Manager
BDO —Southampton
- Full-time
- Supervising experience
Marketing Executive
Quilter —Southampton
- Full-time
- Project management
- Organisational skills
- Financial services
6d
Administrator – Accountancy Services
Ward Goodman —Ferndown
- £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- AI
- Communication skills
Quick apply
Business Development (Bid and Proposals) Manager
Lester Aldridge —Bournemouth
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Project management
Events Lead
Eight Financial Advice —Totton
- Weekend availability
- Hybrid work
- Employee assistance programme
Quick apply
Recruitment Marketing Manager – Growth Partners Network
OneDome —Bournemouth
- Full-time
- AI
Quick apply
Business Development Manager
Eight Financial Advice —Bournemouth
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
Senior Administrative Assistant
Hampshire County Council —Gosport
- £25,186 - £26,244 a year
- Microsoft Outlook
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
5d
HR Data Analyst
Lane Clark & Peacock —Winchester
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Employee discount
Business Development Manager
Leonard Curtis —Bournemouth
- Full-time
- Hybrid work
- CRM software
- Sales
- Microsoft Office
- Annual leave
- Work from home
Quick apply
Customer Service Advisor
Quilter —Southampton
- £18,000 a year
- Full-time
- Hybrid work
General Manager
Live Nation —Bournemouth
- Weekend availability
- Microsoft Office
- Communication skills
5d
HR & Payroll Assistant
Lane Clark & Peacock —Winchester
- Continuous improvement
- Human resources
- Contracts
- Annual leave
- Employee discount
Project Controller
Lockheed Martin Corporation —Havant
- £40,000 - £45,000 a year
- Full-time
- Analysis skills
- Project management
- Presentation skills
- Employee assistance programme
- Employee discount
10d
Senior Group Reporting Accountant
Quilter —Southampton
- Full-time
- Microsoft Office
- Financial services
- Communication skills
13d
Procurement & Third-Party Manager
Ageas —Eastleigh
- £44,800 - £67,200 a year
- Full-time
- Hybrid work
- School
- Negotiation
9d
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills

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Wealth Manager

National Westminster Bank PLC -
Chandlers Ford

Apply Now

Job details

Permanent | Full-time
£73,800 - £110,700 a year
9 days ago

Benefits

Annual leave
Company pension

Qualifications

Financial planning
Pension
Business development
Risk analysis

Full job description

Closing date for applications: 30/07/2026

Location Chandlers Ford, United Kingdom

Salary £73,800 – £110,700

Job typePermanent | Contract typeFull Time

Remote / On-site Hybrid

You’ll spend some of your time at home, working with your team digitally. You’ll also regularly work at your office or hub to collaborate with your colleagues.

Managerial / Technical Lead

This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.

#R-00268981

Job description

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as a Wealth Manager

We’ll look to you to manage the investment needs of our private banking clients
In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders
You’ll work from home some of the time, but you’ll also spend at least 3 days a week working from the Chandlers Ford office or on client visits

What you'll do

As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. You'll also manage the growth, profitability and business mix of an assigned portfolio.

You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. You’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.

You’ll also be:

Delivering profitable and sustainable business growth across a broad product range
Demonstrating outstanding client service, professionalism and risk management
Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
Providing wealth management product advice and sales to clients in private wealth and private banking
Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship

The skills you'll need

To succeed in this role, you’ll hold an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA level 4. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.

As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.

You’ll also demonstrate:

The ability to articulate current views on the macro-economic environments and financial markets
Good relationship and interpersonal skills
Proven track record of meeting financial and service targets
Extensive experience in pensions and financial planning
The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence

Your benefits breakdown

Here’s a quick look at what your pay package and annual leave could look like if you get accepted for the role. We have a wide range of benefits to support you in your working life and beyond.

Please note, the presented benefits packages are based on the minimum base salary.

Tap each segment for details.

Your pay package

Your leave allowance

30 days Annual leave You’ll also have the opportunity to purchase up to 5 additional days off.

3 days Volunteering Take time off to support the causes you’re passionate about.

3 days Training Take time to build the skills you need to grow your career.

Total rewards package

Apply Now

Refine Your Search

wealth manager jobs in boldre, ham

Wealth Manager

Transaction Services Manager/Senior Manager

Audit Assistant Manager

Marketing Executive

Administrator – Accountancy Services

Headhunter (Talent Acquisition)

Business Development (Bid and Proposals) Manager

Events Lead

Recruitment Marketing Manager – Growth Partners Network

Business Development Manager

Senior Administrative Assistant

HR Data Analyst

Business Development Manager

Customer Service Advisor

General Manager

HR & Payroll Assistant

Project Controller

Senior Group Reporting Accountant

Procurement & Third-Party Manager

Wealth Planning Team Leader - Wealth Management

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