Wealth manager Work, Jobs in Guildford (with Salaries)

Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Customer service
- Business development
- Annual leave
Registration Support Officer
Surrey County Council —Guildford
- £31,659 a year
- Full-time
- Customer service
- Travel
- Computer skills
- Annual leave
- Employee assistance programme
5d
Alternative Provision Placement Officer
Surrey County Council —Woking
- £38,090 a year
- Hybrid work
- Analysis skills
- Continuous improvement
- Travel
- Annual leave
- Employee assistance programme
1d
Policy and Programme Manager - Health and Wellbeing Strategy
Surrey County Council —Reigate
- £55,486 - £60,898 a year
- Hybrid work
- Leadership
- Annual leave
- Employee assistance programme
Team Manager Family Safeguarding
Surrey County Council —Guildford
- £61,439 - £65,898 a year
- Supervising experience
- Travel
- Relocation assistance
- Annual leave
Curriculum and Learning Manager
Surrey County Council —Woking
- £55,486 a year
- Full-time
- Hybrid work
- Travel
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
6d
Team Administrator
Surrey County Council —Weybridge
- £28,546 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Microsoft Office
- Annual leave
- Employee assistance programme
Commercial Partnerships Manager
Quantios —Fleet
- Full-time
- Sales
- Travel
Quick apply
Sales Co-ordinator
SIG Roofing —Wokingham
- Communication skills
- Employee discount
Recruitment Administrator
Surrey County Council —Reigate
- From £31,659 a year
- Hybrid work
- Administrative experience
- Recruiting
- Annual leave
- Employee assistance programme
Operations Director
BaxterStorey UK —Earley
- Full-time
- Sales
- Hotel
- Business development
- Employee assistance programme
- Employee discount
Quick apply
Trainee Stock Auditor (Licensed Hospitality) - Reading
Roslyns Group —Reading
- £26,500 - £28,000 a year
- Full-time
- Hospitality
- Microsoft Excel
- Analysis skills
- Health & wellbeing programme
- Employee discount
Quick apply
16h
Business Development Manager - Regional Sales
Nationwide Platforms —London
- Remote
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- English
- Business development
Pastoral Manager
Star Academies —Slough
- £32,802.09 - £39,152.00 a year
- Call to connect
- Customer service
- Organisational skills
- School
Senior Business Development Manager
Wireless Logic mdex GmbH —Reading
- Hybrid work
- Business development
- Communication skills
- Negotiation
Supported Learning Programme Lead
Surrey County Council —Woking
- £38,090 a year
- Full-time
- Management
- Driving
- Travel
- Annual leave
- Employee assistance programme
9d
Junior Stewardship Analyst
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Communication skills
- Annual leave
- Life insurance
Business Development Manager
Eight Financial Advice —Marlow
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
Assistant Branch Manager
SIG Roofing —Milford
- Sales
- Customer service
- Databases
- Employee discount
2d

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Wealth Manager

National Westminster Bank PLC -
Guildford

Apply Now

Job details

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

Benefits

Annual leave
Company pension

Qualifications

Investment
Financial planning
Pension
Financial advisory experience
Client engagement
Customer service
Stakeholder liaison
Business development
Relationship management
Networking

Full job description

Closing date for applications: 12/08/2026

Location Guildford, 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 guildford

Wealth Manager

Registration Support Officer

Alternative Provision Placement Officer

Policy and Programme Manager - Health and Wellbeing Strategy

Team Manager Family Safeguarding

Curriculum and Learning Manager

Team Administrator

Commercial Partnerships Manager

Sales Co-ordinator

Recruitment Administrator

Operations Director

Trainee Stock Auditor (Licensed Hospitality) - Reading

Business Development Manager - Regional Sales

Financial Planner - Surrey

Pastoral Manager

Senior Business Development Manager

Supported Learning Programme Lead

Junior Stewardship Analyst

Business Development Manager

Assistant Branch Manager

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