Wealth manager Work, Jobs in Tiptree, Ess (with Salaries)

Trainee Investment Manager
Charles Stanley —Ipswich
- Full-time
- Analysis skills
- Continuous improvement
- Communication skills
Administrator – Client & Wealth Manager Support
Charles Stanley —Chelmsford
- Full-time
- Writing skills
- Administrative experience
- Organisational skills
7h
Employee Relations Advisor
WTW —Ipswich
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Customer service
- Databases
- Annual leave
- Employee assistance programme
Administrator – Client Accounts
Charles Stanley —Chelmsford
- Full-time
- Microsoft Word
- Organisational skills
- Communication skills
7h
Employee Relations Specialist - FTC to 31 March 2027
WTW —Ipswich
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Project management
- Annual leave
- Employee assistance programme
Wealth Director
Partnership Recruitment —Billericay
- Up to £100,000 a year
- Hybrid work
- Business development
- Presentation skills
- School
Distributor Client Services ADS Team Senior Technical Associate
SS&C Technologies —Basildon
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Annual leave
- Employee assistance programme
Residential Support Worker
CCC Ltd —Braintree
- £14 an hour
- Overtime
- Childcare
- Experience working with children
- In-person
- Free parking
- Employee discount
Quick apply
6d
Warehouse Operator - Casual Position
Hutch Logistics —Chelmsford
- £13 an hour
- 8 hour shift
- Computer literacy
- English
- Warehouse experience
- Free parking
Quick apply
13d
Apprentice IT Technician
TKAT (The Kemnal Academies Trust) —Debden
- £15,434.32 a year
- Full-time
- Travel
- Leadership
- Communication skills
9d
HNW Private Client Lawyer
Holmes and Hills LLP —Braintree
- Employee assistance programme
- Life insurance
Flexi Area Nursery Support Practitioner Essex
Storal —Clacton-on-Sea
- £16 an hour
- Monday to Friday
- Experience working with children
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Early Years Educator/SEND
Storal —Clacton-on-Sea
- £13.30 an hour
- Monday to Friday
- Experience working with children
- Employee discount
- Sick pay
Quick apply
Flexi Area Nursery Support Practitioner
Storal —Brentwood
- Up to £16 an hour
- Monday to Friday
- Experience working with children
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
8d
Veterinary Surgeon
Goddard Veterinary Group —Shenfield
- £45,000 - £72,000 a year
- Part-time
- Surgery
- Relocation assistance
- Annual leave
Quick apply

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Trainee Investment Manager

Charles Stanley -
Ipswich

Apply Now

Job details

Full-time

Qualifications

Investment
Financial Conduct Authority guidelines
Financial planning
Client engagement
Stakeholder liaison
Internal department liaison
Analysis skills
Compliance management
Continuous improvement
Relationship management
Communication skills
Analytics

Full job description

Job Purpose:

The Trainee Investment Manager is responsible for providing high-quality discretionary and advisory investment management services to clients, ensuring portfolios are managed in line with individual objectives, risk profiles, and regulatory requirements.

Working as part of the Investment Management Services (IMS) team, the role involves advising on and managing designated client portfolios, delivering an exceptional client experience, and building long-term relationships based on trust, expertise, and professional service.

The successful candidate will maintain a strong understanding of market developments and investment strategies while ensuring adherence to the firm's compliance framework, policies, and regulatory obligations.

Key Responsibilities:

Client Service & Relationship Management

Deliver a professional and proactive investment management service to existing and prospective clients.
Build, develop and maintain strong client relationships, identifying opportunities to enhance the client experience and support business growth.
Respond to client enquiries and communications promptly, professionally and efficiently.
Produce and issue client valuations, reports and other communications within required regulatory timescales.
Conduct regular portfolio reviews to ensure investments remain suitable for clients' objectives, risk appetite and changing circumstances.

Investment Management

Provide investment advice and recommendations across a range of asset classes, including equities, collective investments and other approved investment products.
Manage designated client portfolios in line with agreed investment mandates and the firm's investment strategy.
Execute client transactions accurately and efficiently in accordance with client instructions, mandates and regulatory requirements.
Monitor market conditions, economic trends and investment opportunities to support effective portfolio management and decision-making.
Maintain a high level of market awareness and continuously develop investment knowledge and expertise.

Compliance & Risk Management

Ensure all activities are conducted in accordance with FCA regulations, internal policies and the Investment Management Practice Manual.
Promote a strong culture of compliance, risk awareness and Treating Customers Fairly (TCF) principles throughout the business.
Maintain personal competence and regulatory standards in line with the firm's Training & Competence Scheme.
Ensure all client records, suitability documentation, training and competency records are maintained accurately and kept up to date.
Support the implementation and ongoing adherence to company policies, procedures and governance standards.

Operational Excellence

Liaise effectively with operational and back-office teams to ensure the smooth processing of client transactions and timely resolution of queries.
Maintain accurate and comprehensive client records and portfolio documentation.
Delegate appropriate administrative responsibilities to support staff and provide guidance and oversight where required.
Contribute to continuous improvement initiatives designed to enhance efficiency, client service and operational effectiveness.

Qualifications & Experience:

Essential

CISI Level 6 qualified or actively working towards completion.
Experience within investment management, wealth management or financial services.
Sound understanding of investment products, portfolio management principles and the regulatory environment.
Working knowledge of FCA regulations and compliance requirements.

Desirable

Commitment to achieving CISI Level 7 Chartered Wealth Manager status within 36 months of joining.
Experience managing client investment portfolios and providing investment recommendations.
Understanding of financial planning and wider wealth management services.

Knowledge, Skills & Competencies:

Strong understanding of investment management principles, portfolio construction and investment markets.
Broad market awareness with the ability to interpret economic and market developments.
Knowledge of FCA Conduct of Business rules, Anti-Money Laundering regulations and Treating Customers Fairly (TCF) requirements.
Excellent client relationship management and stakeholder engagement skills.
Strong verbal and written communication skills, with the ability to explain complex information clearly and confidently.
Highly organised with excellent attention to detail and accuracy.
Commercially minded with a client-focused approach.
Strong analytical and problem-solving skills.
Resilient, professional and able to perform effectively under pressure.
Ability to influence, challenge constructively and contribute positively within a team environment.
Committed to continuous professional development and maintaining industry expertise.

Apply Now

Refine Your Search

wealth manager jobs in tiptree, ess

Trainee Investment Manager

Administrator – Client & Wealth Manager Support

Employee Relations Advisor

Administrator – Client Accounts

Employee Relations Specialist - FTC to 31 March 2027

Wealth Director

Distributor Client Services ADS Team Senior Technical Associate

Residential Support Worker

Warehouse Operator - Casual Position

Apprentice IT Technician

HNW Private Client Lawyer

Flexi Area Nursery Support Practitioner Essex

Early Years Educator/SEND

Flexi Area Nursery Support Practitioner

Veterinary Surgeon

I want to receive the latest job alerts for wealth manager in tiptree, ess

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