Wealth management Work, Jobs in Halton, Chs (with Salaries)

High Net Worth Underwriter - Part Time
Together —Cheadle
- Full-time
Quick apply
Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
High Net Worth Underwriter
Together —Cheadle
- Full-time
Quick apply
Project Officer
Salford Council —Swinton
- £36,363 - £39,152 a year
- Project management
- Communication skills
Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Computer skills
- Financial services
- Flexible schedule
Head of Guest Experience & Protocol
NeuroDoctrine —Manchester
- £28,000 - £34,000 a year
- Part-time
- Hotel
- Organisational skills
- In-person
- Gym membership
Quick apply
7h
Learning & Development Specialist (12 Month FTC)
Close Brothers —Sale
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Project management
9d
Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Leads Co-Ordinator & Financial Administrator
Beaumont Wealth —Chester
- From £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Customer service
- In-person
- Negotiation
- Free parking
- Profit sharing
Quick apply
4d
SIPP Governance & Risk Oversight Executive (12 month FTC)
TrinityBridge —Northwich
- Analytics
Paralegal - Court of Protection
Weightmans —Liverpool
- Full-time
- Computer literacy
- Travel
- Computer skills
Assistant Manager - Rodd & Gunn, Chester
Rodd&Gunn UK Ltd —Chester
- £26,000 - £29,000 a year
- Full-time
- Customer service
- In-person
- Retail management
- Store discount
- Employee discount
Quick apply
14d
Workplace Coordinator
Trowers & Hamlins —Manchester
- Full-time
- Hospitality
- Microsoft Office
- Organisational skills
Quick apply
Senior Anti-Financial Crime & Onboarding Analyst
LHV Bank —Manchester
- Hybrid work
- Internship
- Communication skills
- Banking
- Employee discount
Quick apply
GIS Technician
Bowland Ecology Ltd —Daresbury
- Full-time
- Hybrid work
- AutoCAD
- CAD
- Bachelor's degree
- Employee assistance programme
Quick apply
Hybrid BA-Project Delivery
Kaleida —Manchester
- Analysis skills
- Travel
- Conflict management
- Free parking
- Annual leave
Commercial Property Portfolio / Strategic Asset Manager
Bluefin Management —Salford
- £35,000 - £60,000 a year
- Full-time
- Management
- In-person
- Leadership
- Free parking
Quick apply
12d
Senior Wealth Administrator
RGH‑Global Limited —Altrincham
- £28,000 - £34,000 a year
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
- Annual leave
- Employee discount

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wealth management jobs near halton, chs

High Net Worth Underwriter - Part Time

Together -
Cheadle

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial Conduct Authority guidelines
Underwriting or credit analysis experience
Underwriting
Financial analysis
Credit risk evaluation (Risk analysis)
Risk management
Relationship management
Underwriting risk analysis

Full job description

Company Description

Benefits of working at Together

26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
Free access to company holiday homes
Buy & sell holidays
Discretionary annual bonus plus an additional Shared Reward Bonus
Matched pension contribution
Health cash plan plus Private medical insurance
Life assurance and Critical illness cover
Travel season ticket loans and Ride to work scheme
Free local gym access
Local bar / restaurant discounts

–––––––––––––

Company Description

We’re Together. For over 50 years, we’ve helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to mortgages and secured loans.

We take the time to understand our customers and our door is always open, so we can often help when other lenders can’t or won’t. Based in Cheadle, Cheshire, our 900 colleagues help our customers throughout the UK, backed by the power of a £7 billion loan book.

Job Description

As a High Net Worth Underwriter, we are looking for someone who is capable of unpicking complex financial webs to prove a customer can afford their debt. Allowing you to accurately underwrite, mandate and complete mortgage and secured loan applications for High Net Worth individuals as part of our Premier Service. Focusing on service delivery by following group lending criteria, policies and procedures, you will proactively manage customer and broker relationships whilst delivering a seamless level of service to increase future business.

As a High Net Worth Underwriter, we are looking for someone to:

Interpret full statutory accounts (Ltd/LLP), specifically tracking how money moves between entities via dividends, director loans, and management charges
Reconstruct net income from diverse streams (trading profits, vesting, and carried interest) and assessing its long-term sustainability through multi-year trend analysis and stress testing
Have working knowledge of UK personal and corporate tax (S455, SA302s, and dividend vs. salary) to understand how tax planning impacts actual cash flow
Be familiar with trusts, holding companies, and offshore vehicles is essential to identify who truly controls the wealth and the feasibility of repatriating funds
Navigate FCA MCOB rules regarding HNW exemptions and modified affordability
Be able to accurately triage clients against HNW definitions (£k+ income / £m+ net assets) and distinguish between income-based underwriting and Asset-Based Lending (ABL)
Understand how various assets (from private equity to fine art) generate liquidity or future "exit events
Be able to justify policy exceptions and identify "early warning signals" within a client’s portfolio, such as concentration risk or high leverage

Qualifications

Essential

Exposure to HNW/Private Banking underwriting or specialist lending with modified affordability
Familiarity with KYC/AML/PEP nuances for HNW (complex ownership, source of wealth/source of funds checks)
Demonstrable track record assessing dividend/loan account income and reading statutory accounts
Commercial pragmatism with control: balances risk with customer outcome; knows when to say no but starts with a desire to see how we can structure a deal within appetite
Can‑do, hands‑on. Willing to “roll sleeves up” in a fast‑paced, entrepreneurial environment
Communicates clearly and confidently, adapting style for brokers, valuers, solicitors, senior colleagues and HNW customers

Desirable

Cases with cross‑border income/assets and FX conversion to GBP
Experience interacting with accountants/tax advisers and challenging assumptions

If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.

Additional Information

–––––––––––––

Together embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.

If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.

Click here for more information on our Recruitment Process

Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.

#TMLP

Quick apply

Refine Your Search

wealth management jobs in halton, chs

High Net Worth Underwriter - Part Time

Bespoke Client Account Onboarding Executive (12 month FTC)

High Net Worth Underwriter

Project Officer

Wealth Management Administrator

Head of Guest Experience & Protocol

Learning & Development Specialist (12 Month FTC)

Client Data Administrator (12 month FTC)

Leads Co-Ordinator & Financial Administrator

Financial Services Operations Administrator

Experienced Life Insurance Advisor - Office Based

SIPP Governance & Risk Oversight Executive (12 month FTC)

Paralegal - Court of Protection

Assistant Manager - Rodd & Gunn, Chester

Workplace Coordinator

Senior Anti-Financial Crime & Onboarding Analyst

GIS Technician

Hybrid BA-Project Delivery

Commercial Property Portfolio / Strategic Asset Manager

Senior Wealth Administrator

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