Wealth management operations support Work, Jobs in Bosham, Wsx (with Salaries)

Wealth management Operations Support
PPSL —Fareham
- £24,420 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
Quick apply
6d
Senior Wealth Planner - Wealth Management
Barclays —Southampton
- Financial services
- Negotiation
Facilities & Business Co-ordinator - Twelve Month Fixed Term Contract - Hybrid
Argentis Group Limited —Waterlooville
- Full-time
- Hybrid work
- Travel
- In-person
- Communication skills
- Employee discount
Quick apply
8d
Hotel Assistant Manager
The Emsworth Hotel —Emsworth
- £31,000 - £32,500 a year
- Weekend availability
- Hospitality
- Hotel
- Supervising experience
- Free parking
Quick apply
1d
Transaction Services Manager/Senior Manager
BDO —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Literature Specialist
Quilter —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Customer Operations Technician
Quilter —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Java Developer
Brunswick Corporation —Southampton
- Full-time
- Java
- JavaScript
- Travel
Infrastructure Technical Engineer
Quilter —Southampton
- Full-time
- Azure
- Continuous improvement
- Communication skills
Infrastructure Security Engineer
Quilter —Southampton
- Full-time
- Microsoft Access
- Azure
- IT
Project Analyst (6 Month FTC)
Quilter —Southampton
- Full-time
- Analysis skills
- Organisational skills
- Communication skills
7d
E&P Site Manager
Octavius Infrastructure —Winchester
- Full-time
- Project management
- Construction experience
- Annual leave
4d
Workshop Service Engineer
Nationwide Platforms —Southampton
- Monday to Friday
- Microsoft Outlook
Regional HGV Class 1 Driver
Nationwide Platforms —Southampton
- Customer service
- Driving
- Travel
- Employee discount
HGV Class 1 Driver
Nationwide Platforms —Southampton
- Customer service
- Driving
- Employee discount

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Wealth management Operations Support

PPSL
Fareham

Quick apply

Job details

Full-time
£24,420 - £33,000 a year
6 days ago

Benefits

Free parking
Company pension
On-site parking

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Office
Organisational skills
Financial services
Communication skills

Full job description

Job Summary

We are seeking a detail-oriented and proactive Wealth Management Operations Support professional to join our team. This role involves providing essential operational assistance within our small boutique IFA firm, ensuring the smooth processing of client experience, maintaining accurate records, and supporting the overall efficiency of our financial services process.

The ideal candidate will have a strong understanding of financial services and a commitment to delivering exceptional support to our advisors and clients.

Responsibilities

Provide administrative and operational support to the MD and Wealth management team.
Update and maintain client records on internal systems.
Process and track client requests and service enquiries.
Maintain electronic and paper filing systems in line with company standards.
Support diary management and meeting scheduling where required.
Assist in processing client transactions, including deposits, withdrawals, and transfers, ensuring accuracy and compliance with regulatory standards.
Maintain up-to-date client records within the firm’s systems, ensuring data integrity and confidentiality.
Coordinate with internal departments to facilitate smooth operations related to client accounts and investment activities.
Working on ad-hoc projects
Monitor transaction queues and resolve discrepancies or issues promptly.
Assist in preparing reports and summaries for management review.
Provide administrative support for client meetings, including scheduling and documentation preparation.
Stay informed about relevant regulatory changes affecting wealth management operations and ensure compliance.

Requirements

Prior experience or knowledge of financial services is highly desirable.
Strong organisational skills with an ability to manage multiple tasks efficiently.
Excellent attention to detail to ensure accuracy in processing transactions and maintaining records.
Good communication skills, both written and verbal, to liaise effectively with clients and internal teams.
Proficiency in MS Office applications, particularly Excel and Word, along with familiarity with financial software systems is advantageous.
Ability to work independently as well as part of a team in a fast-paced environment.
A proactive approach with problem-solving capabilities.
Relevant qualifications or certifications in finance or related fields are preferred but not essential.

Pay: £24,420.00-£33,000.00 per year

Benefits:

Company pension
Free parking
On-site parking

Work Location: Hybrid remote in Fareham (Hampshire)

Quick apply

Refine Your Search

wealth management operations support jobs in bosham, wsx

Wealth management Operations Support

Senior Wealth Planner - Wealth Management

Facilities & Business Co-ordinator - Twelve Month Fixed Term Contract - Hybrid

Hotel Assistant Manager

Transaction Services Manager/Senior Manager

Literature Specialist

Customer Operations Technician

Java Developer

Infrastructure Technical Engineer

Infrastructure Security Engineer

Project Analyst (6 Month FTC)

E&P Site Manager

Workshop Service Engineer

Regional HGV Class 1 Driver

HGV Class 1 Driver

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