Wealth manager Work, Jobs in Preston (with Salaries)

Assistant Investment Manager
RGH‑Global Limited —Blackpool
- £35,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
6d
Sales Manager - Industrial Power Market
Bryden Precision Engineering —Clitheroe
- From £65,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Free parking
Quick apply
Business Support Assistant - Degree Apprenticeship
Star Academies —Blackburn with Darwen
- £26,824 - £28,142 a year
- Full-time
- English
- University
- Business
5d
Commercial Project Manager (Infrastructure)
Salford Council —Swinton
- £54,495 - £56,288 a year
- No degree
- Contracts
- Leadership
13d
Safeguarding Manager
Star Academies —Blackpool
- £37,252.85 - £43,121.79 a year
- Call to connect
- Organisational skills
- School
1d
Senior Clerks of Work
Salford Council —Swinton
- £50,269 - £53,460 a year
- Civil engineering
- Contracts
- Construction experience
13d
Contracts Manager (Power & Energy)
AmcoGiffen —Warrington
- £80,000 - £95,000 a year
- Full-time
- Civil engineering
- Project management
- Contracts
Quick apply
Assistant Manager
British Red Cross —Poulton le Fylde
- £25,458 a year
- IT
- Annual leave
- Flexitime
4d
Business Manager - Highways Construction
Salford Council —Swinton
- £47,181 - £50,269 a year
- Administrative experience
- Leadership
13d
Freelance Supervising Social Workers for Assessments
Family Care Group —Chorley
- Part-time
- No experience needed
Service Manager
Salford Council —Salford
- £54,495 - £56,288 a year
- Leadership
- Free parking
5d
Senior Project Manager (Engineering Design)
Salford Council —Swinton
- £50,269 - £53,460 a year
- Analysis skills
- Organisational skills
- Leadership
13d
Practice Accountant
ICS Accounting —Lancaster
- Full-time
- Microsoft Word
- Microsoft Excel
- Team management
Part Qualified SME Accountant
ICS Accounting —Lancaster
- £20,000 - £25,000 a year
- Full-time
- Accounting
- IT
- Communication skills
Senior Safety Inspector
Salford Council —Swinton
- £32,597 - £35,412 a year
- Maintenance
- Supervising experience
- Organisational skills
13d
Depot Controller
Salford Council —Swinton
- £32,597 - £35,412 a year
- Weekend availability
- Supervising experience
- Warehouse experience
- Leadership
13d
Sales Co-ordinator
SIG Plc —Liverpool
- Sales
- Customer service
- IT
- Employee discount
5d
Part Qualified PSC Accountant
ICS Accounting —Lancaster
- £20,000 - £25,000 a year
- Full-time
- Accounting
- IT
- Communication skills
Deputy Clinic Manager
Fresenius Medical Care —Rochdale
- £42,150 a year
- Overtime
- Administrative experience
- Organisational skills
- Nursing
- Referral programme
- Sick pay
Project Officer
Salford Council —Swinton
- £36,363 - £39,152 a year
- Project management
1d

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wealth manager jobs near preston

Assistant Investment Manager

RGH‑Global Limited
Blackpool

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Job details

Permanent | Full-time
£35,000 - £60,000 a year
6 days ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Bloomberg

Full job description

Assistant Investment Manager

Location: Blackpool (hybrid working available)

Salary: £35,000-£60,000

Overview

An established discretionary wealth management firm is seeking an Assistant Investment Manager (Client Dealing) to support Investment Managers in delivering high-quality portfolio management and client service.

This role provides comprehensive investment and administrative support, ensuring efficient portfolio oversight, accurate client reporting, and adherence to regulatory and internal governance standards. The successful candidate will act with integrity and professionalism at all times, prioritising positive client outcomes and regulatory compliance.

Key Responsibilities

Client & Investment Support

Work closely with an Investment Manager to support the development and maintenance of client relationships, delivering excellent service and adapting appropriately for vulnerable clients.
Draft client correspondence and meeting documentation.
Prepare portfolio reports, performance data and supporting materials for client meetings and presentations.
Assist with suitability reviews by collating relevant client and portfolio information.
Maintain accurate and up-to-date client records, including documentation of meetings and communications.

Portfolio Monitoring & Administration

Support ongoing portfolio monitoring in line with firm models and procedures.
Assist with reviewing tolerance and exception reports, highlighting discrepancies for Investment Manager review and supporting follow-up actions.
Ensure client valuations and tax documentation are accurate, complete and issued in accordance with regulatory standards.
Provide administrative support for account opening, client onboarding (including CDD/KYC), stock transfers and day-to-day portfolio administration.
Assist in resolving client queries or complaints, escalating to Compliance where required.
Support remedial actions arising from compliance monitoring or advice reviews within agreed timescales.

Dealing & Execution

Place trades based on instructions from Investment Managers, ensuring accurate execution and booking within the relevant systems.
Accept and process client execution-only orders for non-complex instruments in line with documented procedures and regulatory requirements.
Following certification, undertake investment research under the direction of the Investment Manager and within firm guidelines.

Business Development & Relationship Management

Assist with preparing pitch materials and presentations for prospective clients.
Support the management and updating of new business pipeline reporting.
Liaise, at the direction of the Investment Manager, with financial planners, intermediaries and product providers regarding client investments and tax matters.
Identify opportunities to introduce clients to additional services within the wider organisation.
Contribute to the achievement of team targets through efficient servicing of existing and new clients.

Additional Responsibilities

Maintain FCA Certification requirements, demonstrating ongoing Fitness & Propriety.
Complete and record appropriate Continuing Professional Development (CPD).
Identify opportunities for process improvement and contribute to efficiency initiatives.
Support wider team projects and assist in the development of junior colleagues where required.
Provide broader front-office support as needed.

Candidate Profile

Qualifications

RQF Level 3 (CISI) qualification – desirable.
Commitment to achieving RQF Level 4 (e.g. CISI Investment Advice Diploma) within an agreed timeframe (minimum requirement for Certification).
Assessed as Fit & Proper under the FCA Certification Regime (or eligible to obtain).

Technical Skills

Strong working knowledge of Microsoft Word, Excel and PowerPoint.
Experience with portfolio management and trading systems.
Familiarity with market data systems such as Bloomberg, FactSet, Fidessa or equivalent.
Understanding of internal procedures and regulatory frameworks relevant to client dealing.

Regulatory & Conduct Awareness

Sound understanding of FCA regulatory requirements applicable to client dealing roles.
Demonstrates integrity, due skill and care, and commitment to fair client outcomes.
Maintains high standards of market conduct and regulatory cooperation.

Apply Now

Refine Your Search

wealth manager jobs in preston

Assistant Investment Manager

Sales Manager - Industrial Power Market

Business Support Assistant - Degree Apprenticeship

Commercial Project Manager (Infrastructure)

Safeguarding Manager

Senior Clerks of Work

Contracts Manager (Power & Energy)

Assistant Manager

Business Manager - Highways Construction

Freelance Supervising Social Workers for Assessments

Service Manager

Senior Project Manager (Engineering Design)

Practice Accountant

Part Qualified SME Accountant

Senior Safety Inspector

Depot Controller

Sales Co-ordinator

Part Qualified PSC Accountant

Deputy Clinic Manager

Project Officer

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