Wealth manager Work, Jobs in Mitcham, Gtl (with Salaries)

Trainee Wealth Manager
First Sentinel Wealth —London
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
3d
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year
PMO Support
Royal Bank of Canada —London
- Full-time
- Organisational skills
- Agile
- Financial services
10d
Senior Manager, Sales - Account Management
Remote —London
- £180,050 - £270,100 a year
- Remote
- English
- Presentation skills
- Leadership
- Annual leave
- Gym membership
Assistant Portfolio Manager
Charles Stanley —Guildford
- Full-time
- Analysis skills
- Communication skills
- Analytics
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
Personal Assistant / Team PA – Investment Banking (M&A Advisory) - FTC
Investec Bank - Experienced Hire —London
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
Strutt & Parker - Client Onboarding Analyst
BNP Paribas —London
- Full-time
- Microsoft Word
- Communication skills
- Annual leave
- Employee discount
9d
Country HR Director
ABN AMRO —London
- Team management
- Human resources
- Financial services
Hybrid Business Development Manager x 2 (East Midlands / East Anglia)
Puma Capital Group —London
- Hybrid work
- CRM software
- Business development
- Marketing
Associate Manager, Premium & Wealth
Coinbase —London
- £71,600 a year
- AI
- Leadership
Senior Communications & Brand Manager
Axmed —London
- Remote
- Social media management
- AI
- Communication skills
- Annual leave
- Flexible schedule
3d
Investment Team Associate
ROYC Group —London
- Microsoft Powerpoint
- English
- Master's degree
Data Analyst Platformer (entry level)
Havas Group —London
- Full-time
- Hybrid work
- Presentation skills
- Budgeting
- AI
- Employee assistance programme
5d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
2027 Client and Product Graduate Rotational Program - EMEA
BlackRock Investments —London
- Full-time
- Data analysis skills
- Analysis skills
- Organisational skills
Junior Compliance Analyst
Moneyfarm —London
- Full-time
- Analysis skills
- Bachelor's degree
- No degree
Quick apply
Property Manager
Southern Homemove —Sutton
- Full-time
- Computer literacy
- Computer skills
Quick apply
Senior Business Development Manager - Wealth
Cooper Parry —London
- Full-time
- Business development
- Organisational skills
- Communication skills
10d
Revenue Operations Analyst (Sales Support) - Graduate Role
Sharegain —London
- Hybrid work
- CRM software
- Financial services

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Trainee Wealth Manager

First Sentinel Wealth
London

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
3 days ago

Benefits

On-site gym
Financial planning services
Company pension
Company events

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Meeting coordination
Microsoft Outlook
Report generation
Sales
Client engagement
Customer service
Stakeholder liaison
Data analysis skills
Administrative support experience
Financial report writing
Microsoft Office Suite
Financial analysis
Administrative experience
Business development
Analysis skills
Organisational skills
Financial services
Customer interaction
Communication skills
Time management

Full job description

Job Summary

We are seeking a motivated and detail-oriented Trainee Wealth Manager to join our financial services team. This entry-level position offers an excellent opportunity to develop foundational skills in wealth management, financial planning, and client relationship management. The role involves supporting senior managers in delivering tailored financial solutions, analysing client data, and assisting with administrative tasks. The ideal candidate will demonstrate strong organisational skills, excellent communication abilities, and a keen interest in the financial sector. This paid position provides valuable industry experience and professional development opportunities within a dynamic environment.

Responsibilities

Assist in preparing comprehensive reports and analysis documents related to client portfolios and financial strategies.
Support the team with analysing financial data to identify trends and opportunities for clients.
Contribute to the development of personalised financial plans by gathering relevant client information.
Maintain organised records of client interactions, transactions, and documentation using Microsoft Office tools such as Word, Excel, and Outlook.
Communicate effectively with clients via email or phone to schedule appointments or provide updates on their financial plans.
Business Development of professional relationships and new potential private clients.
Provide exceptional customer service by addressing client enquiries professionally and promptly.
Help organise meetings, prepare agendas, and take minutes as required for team discussions or client reviews.
Support administrative tasks including data entry, document management, and report writing to ensure smooth workflow operations.

Experience

Previous administrative experience or exposure to financial services is advantageous but not essential; training will be provided.
Strong organisational skills with the ability to manage multiple tasks efficiently.
Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook.
Excellent communication skills—both written and verbal—to effectively liaise with clients and team members.
Analytical skills with the ability to interpret data accurately for report writing and analysis purposes.
Good time management skills to prioritise tasks effectively within a fast-paced environment.
A keen interest in financial planning, wealth management, or related fields is desirable but not mandatory; enthusiasm for learning is essential.
Sales experience or a desire to deal with people is important to excel within this role.

Pay: £30,000.00-£35,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
On-site gym

Work Location: In person

Quick apply

Refine Your Search

wealth manager jobs in mitcham, gtl

Trainee Wealth Manager

Client Service Executive (Investment Management)

PMO Support

Senior Manager, Sales - Account Management

Assistant Portfolio Manager

Policy and Programme Manager - Health and Wellbeing Strategy

Personal Assistant / Team PA – Investment Banking (M&A Advisory) - FTC

Strutt & Parker - Client Onboarding Analyst

Country HR Director

Hybrid Business Development Manager x 2 (East Midlands / East Anglia)

Associate Manager, Premium & Wealth

Senior Communications & Brand Manager

Investment Team Associate

Data Analyst Platformer (entry level)

Trainee Wealth Manager

2027 Client and Product Graduate Rotational Program - EMEA

Junior Compliance Analyst

Property Manager

Senior Business Development Manager - Wealth

Revenue Operations Analyst (Sales Support) - Graduate Role

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