Financial management specialist Work, Jobs in Guildford, Sry (with Salaries)

Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
Internal Audit Manager
Gatwick Airport Limited —Gatwick Airport
- £70,000 a year
- Hybrid work
- Maintenance
- Continuous improvement
- Travel
- Free parking
- Employee discount
11d
Graduate Operations Manager
Palmer & Howells —Guildford
- £38,000 a year
- Full-time
- Management
- Culinary experience
- Supervising experience
- Annual leave
- Life insurance
Quick apply
Financial Controller - Care Division
Splendid Healthcare Head Office - Tylden House —Horsham
- £70,000 - £75,000 a year
- Full-time
- Hybrid work
- Hospitality
- Microsoft Excel
- ERP systems
- Employee assistance programme
- Employee discount
Client Operations Specialist (Internal Account Manager)
AHEAD —Reading
- £35,000 - £55,000 a year
- Weekend availability
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Workday HCM Configuration Specialist (UK based)
RSM UK —Guildford
- Full-time
- Hybrid work
- Presentation skills
3d
Paralegal, Residential Property, Guildford
TWM Solicitors LLP —Guildford
- Full-time
- Microsoft Office
- Administrative experience
- Case management
- Life insurance
- Referral programme
Quick apply
Financial Services Remuneration & Reward Employment Tax Planning Specialist
HM Revenue and Customs —Croydon
- £65,869 - £72,711 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Travel
- Work from home
13d
Operation and Business Manager
Berkshire Healthcare NHS Foundation Trust —Reading
- £81,774 - £93,879 a year
- Part-time
- Master's degree
- Free parking
- Annual leave
6d
Personal Assistant to the Managing Director | Business & Personal
Thornemere Limited —Gomshall
- £32,000 - £40,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
2d
Local Account Manager Global Accounts UKI (d/w/m)
Lenovo —Farnborough
- Full-time
- Sales
- English
- Bachelor's degree
- Employee assistance programme
- Employee discount
7d
Collections Officer
Wimbledon - AELTC —Wimbledon
- Weekend availability
- English
- Microsoft Office
- Annual leave
- Employee assistance programme
2d
Head of Account Management (Maternity Cover)
Cazoo —Richmond
- Hybrid work
- Sales
- Leadership
- Employee discount
- Referral programme
Financial Controller
Renlon Limited —Mitcham
- From £50,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Mentoring
- Free parking
Quick apply
2d
HNW Business Development Manager
NFU Mutual —Cobham
- Up to £75,000 a year
- Full-time
- Hybrid work
- Sales
- Business development
- Financial services
- Annual leave
- Employee discount
10d
MSP, Partner Account Manager - Recruitment
Egnyte —Reading
- £54,000 - £60,000 a year
- Full-time
- Remote
- Sales
- Communication skills
- Employee assistance programme
- Gym membership
Victim Care Caseworker
Surrey Police —Guildford
- £29,151 - £32,224 a year
- Full-time
- English
- Administrative experience
- IT
- Annual leave
- Employee discount
12d
Principal Technical Consultant – Asset Integrity & Asset Management
KBR —Leatherhead
- Full-time
- Maintenance
- English
- Continuous improvement
IT Finance & Projects Analyst
Toyota Financial Services, KINTO and KINTO JOIN —Epsom
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
Sector Lead - Healthcare, Fitness & Education
Brewers Decorator Centres —Guildford
- Monday to Friday
- Sales
- Microsoft Office
- Analysis skills
- Employee assistance programme
6d

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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

Financial planning
Pension
Business development
Risk analysis

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

financial management specialist jobs in guildford, sry

Wealth Manager

Internal Audit Manager

Graduate Operations Manager

Financial Controller - Care Division

Client Operations Specialist (Internal Account Manager)

Workday HCM Configuration Specialist (UK based)

Paralegal, Residential Property, Guildford

Financial Services Remuneration & Reward Employment Tax Planning Specialist

Operation and Business Manager

Personal Assistant to the Managing Director | Business & Personal

Local Account Manager Global Accounts UKI (d/w/m)

Collections Officer

Head of Account Management (Maternity Cover)

Financial Controller

HNW Business Development Manager

MSP, Partner Account Manager - Recruitment

Victim Care Caseworker

Principal Technical Consultant – Asset Integrity & Asset Management

IT Finance & Projects Analyst

Sector Lead - Healthcare, Fitness & Education

I want to receive the latest job alerts for financial management specialist in guildford, sry

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