Wealth manager Work, Jobs in Warrington, Chs (with Salaries)

Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Learning & Development Specialist (12 Month FTC)
Close Brothers —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Project management
6d
Personal Wealth Adviser
Lloyds Wealth —Manchester
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Business Development Manager (Direct Sales)
Let Property —Manchester
- £40,000 - £75,000 a year
- Full-time
- Sales
- In-person
- Negotiation
Quick apply
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
1d
Land Manager / Senior Land Manager - Warrington
Churchill Retirement PLC —Warrington
- Employee assistance programme
- Referral programme
Business Development Manager - Regional Sales
Nationwide Platforms —Warrington
- Microsoft Powerpoint
- Microsoft Word
- CRM software
SIPP Governance & Risk Oversight Executive (12 month FTC)
TrinityBridge —Northwich
- Analytics
Hybrid BA-Project Delivery
Kaleida —Manchester
- Analysis skills
- Travel
- Conflict management
- Free parking
- Annual leave
Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Direct Sales (Property Investment)
Let Property —Manchester
- £40,000 - £75,000 a year
- Full-time
- CRM software
- Salesforce
- In-person
- Employee discount
Quick apply
Investment Administrator
Quilter —Manchester
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Writing skills
Operations Manager
Invisiblebraces4u —Manchester
- £55,000 - £65,000 a year
- Weekend availability
- Hybrid work
- Management
- Continuous improvement
- Travel
- Annual leave
Quick apply
Director, Wealth Manager
Royal Bank of Canada —Manchester
- Full-time
- Business development
- Team management
- Financial services
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
11d
Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Office Manager
Dechra Pharmaceuticals PLC —Manchester
- Microsoft Office
- Continuous improvement
- Organisational skills
- Employee assistance programme
1d
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
9d
Leads Co-Ordinator & Financial Administrator
Beaumont Wealth —Chester
- From £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
12d
Senior Planner
AmcoGiffen —Warrington
- £65,000 - £75,000 a year
- Full-time
- Civil engineering
- Data analysis skills
- Mentoring
- Life insurance
Quick apply

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wealth manager jobs near warrington, chs

Bespoke Client Account Onboarding Executive (12 month FTC)

TrinityBridge -
Northwich

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Job details

Fixed term contract

Qualifications

Financial Conduct Authority guidelines
Document control
Computer literacy
Stakeholder liaison
Internal department liaison
Risk management
Data entry
Document management
Communication skills
Client onboarding compliance checks

Full job description

Role overview

Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance.
The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client onboarding divisions responsible for validation of instruction, associated client communication, third party administration, accurate and timely data input and managing workflow. Complete and error-free input will be essential to establishing new relationships on the right footing.

Key responsibilities

Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, new client/account set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording, LEI application, initiation of cash and asset transfers, and all other applicable data items
Daily interaction with Xplan, PULSE, Symphony, Fusion and Third Party systems adhering to applicable SLAs and workflow management
Adherence to all departmental procedures
Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively
Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures
Assist the Incident Management and Service Management Teams in the resolution of queries
Participation in the Appraisal and Development Scheme
To inform Line Manager of areas of concern and issues that may arise.
Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).

Regulatory responsibilities | Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Previous experience of operational processes in wealth manager or private client asset management practices would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms’ and cash/asset transfers
Accuracy and attention to detail
Effective prioritisation
Ability to work quickly and accurately within very tight deadlines
Good team player with the ability to work on own initiative and willing to respond to varying requests
Flexibility and availability to work overtime during peak workload periods
Excellent communication skills (written and verbal)
IT skills
Proactive nature to gain efficiencies

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1

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Refine Your Search

wealth manager jobs in warrington, chs

Bespoke Client Account Onboarding Executive (12 month FTC)

Learning & Development Specialist (12 Month FTC)

Personal Wealth Adviser

Business Development Manager (Direct Sales)

Experienced Life Insurance Advisor - Office Based

Land Manager / Senior Land Manager - Warrington

Business Development Manager - Regional Sales

SIPP Governance & Risk Oversight Executive (12 month FTC)

Hybrid BA-Project Delivery

Financial Services Operations Administrator

Direct Sales (Property Investment)

Investment Administrator

Operations Manager

Director, Wealth Manager

Assistant Manager - Rodd & Gunn, Chester

Client Data Administrator (12 month FTC)

Office Manager

Commercial Property Portfolio / Strategic Asset Manager

Leads Co-Ordinator & Financial Administrator

Senior Planner

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