Wealth manager Work, Jobs in Lymington, Ham (with Salaries)

Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Continuous improvement
- Team management
10d
Platform Support Associate
Saltus —Fareham
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Financial services
- Time management
Quick apply
1d
Business Development (Bid and Proposals) Manager
Lester Aldridge —Bournemouth
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Project management
Assistant Team Manager
Quilter —Southampton
- Full-time
- Continuous improvement
- Training & development
- Communication skills
3d
Editorial and Investment Content Writer
Quilter —Southampton
- Part-time
- Organisational skills
- Financial services
9d
Senior Project Manager
Parker Hannifin Corporation —Fareham
- Full-time
- Master's degree
- No degree
- Business
- Free parking
- Employee assistance programme
1d
Office Manager
Charles Stanley —Southampton
- Full-time
- Administrative experience
- Supervising experience
- Continuous improvement
8d
Key Account Director
Brunswick Corporation —Southampton
- Full-time
- Data analysis skills
- English
- Analysis skills
12h
Business Development Manager (Advised Platform)
LV= Life & Pensions —Bournemouth
- Sales
- Business development
- Financial services
- Employee assistance programme
- Employee discount
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- AI
- Communication skills
Quick apply
Pharmacy Manager: Technical Services
University Hospitals Dorset NHS Foundation Trust —Poole
- £66,582 - £77,368 a year
- Full-time
- Leadership
11d
Senior Administrative Assistant
Hampshire County Council —Gosport
- £25,186 - £26,244 a year
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Annual leave
- Employee assistance programme
RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries
Royal Bank of Canada —Winchester
- Full-time
- Management
- Analysis skills
- Bachelor's degree
4h
Recruitment Marketing Manager – Growth Partners Network
OneDome —Bournemouth
- Full-time
- AI
Quick apply
Mortgage Advisor
OneDome —Southampton
- Full-time
- Customer service
- Communication skills
Quick apply
Trust & Tax Manager
Ellis Jones Solicitors —Canford Cliffs
- Full-time
- Hybrid work
- Leadership
- Tax experience
- Gym membership
Category Manager
Parker Hannifin Corporation —Fareham
- Full-time
- English
- Bachelor's degree
- Travel
- Free parking
- Employee assistance programme
Capital Planning Actuary (12 Month FTC)
Quilter —Southampton
- Full-time
- Analysis skills
- Organisational skills
- Communication skills
8d
E&P Site Manager
Octavius Infrastructure —Winchester
- Full-time
- Project management
- Construction experience
- Annual leave

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Wealth Manager

National Westminster Bank PLC -
Chandlers Ford

Apply Now

Job details

Permanent | Full-time
£73,800 - £110,700 a year

Benefits

Annual leave
Company pension

Qualifications

Financial planning
Pension
Business development
Risk analysis

Full job description

Closing date for applications: 12/08/2026

Location Chandlers Ford, United Kingdom

Salary £73,800 – £110,700

Job typePermanent | Contract typeFull Time

Remote / On-site Hybrid

You’ll spend some of your time at home, working with your team digitally. You’ll also regularly work at your office or hub to collaborate with your colleagues.

Managerial / Technical Lead

This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.

#R-00268981

Job description

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as a Wealth Manager

We’ll look to you to manage the investment needs of our private banking clients
In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders
You’ll work from home some of the time, but you’ll also spend at least 3 days a week working from the Chandlers Ford office or on client visits

What you'll do

As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. You'll also manage the growth, profitability and business mix of an assigned portfolio.

You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. You’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.

You’ll also be:

Delivering profitable and sustainable business growth across a broad product range
Demonstrating outstanding client service, professionalism and risk management
Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
Providing wealth management product advice and sales to clients in private wealth and private banking
Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship

The skills you'll need

To succeed in this role, you’ll hold an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA level 4. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.

As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.

You’ll also demonstrate:

The ability to articulate current views on the macro-economic environments and financial markets
Good relationship and interpersonal skills
Proven track record of meeting financial and service targets
Extensive experience in pensions and financial planning
The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence

Your benefits breakdown

Here’s a quick look at what your pay package and annual leave could look like if you get accepted for the role. We have a wide range of benefits to support you in your working life and beyond.

Please note, the presented benefits packages are based on the minimum base salary.

Tap each segment for details.

Your pay package

Your leave allowance

30 days Annual leave You’ll also have the opportunity to purchase up to 5 additional days off.

3 days Volunteering Take time off to support the causes you’re passionate about.

3 days Training Take time to build the skills you need to grow your career.

Total rewards package

Apply Now

Refine Your Search

wealth manager jobs in lymington, ham

Wealth Manager

Investment Managers Assistant

Platform Support Associate

Business Development (Bid and Proposals) Manager

Assistant Team Manager

Editorial and Investment Content Writer

Senior Project Manager

Office Manager

Key Account Director

Business Development Manager (Advised Platform)

Headhunter (Talent Acquisition)

Pharmacy Manager: Technical Services

Senior Administrative Assistant

RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries

Recruitment Marketing Manager – Growth Partners Network

Mortgage Advisor

Trust & Tax Manager

Category Manager

Capital Planning Actuary (12 Month FTC)

E&P Site Manager

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