Wealth manager Work, Jobs in Axbridge, Som (with Salaries)

Investment Managers Assistant
Charles Stanley —Cardiff
- Part-time
- Administrative experience
- Continuous improvement
- Organisational skills
9d
Consultant - Senior Consultant: Project Controls / Planning
i3Works —Bristol
- £40,000 - £60,000 a year
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
Talent Acquisition Specialist
Titan Wealth Holdings —Bristol
- £5 - £10 a year
- Full-time
- Hybrid work
- Continuous improvement
- Travel
- Recruiting
- Health & wellbeing programme
- Annual leave
Quick apply
11h
Talent Acquisition Business Partner (Wealth Management)
Titan Wealth Holdings —Bristol
- £5 - £10 a year
- Full-time
- Hybrid work
- Continuous improvement
- In-person
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
11h
Senior Private Secretary
Office for Students —Bristol
- £56,209 - £58,820 a year
- Full-time
- Hybrid work
- Writing skills
- Project management
- Travel
Openings Support Manager
Hickory's Smokehouse —Cardiff
- Up to £35,000 a year
- Full-time
- Restaurant management
- Team management
- Mentoring
- Health & wellbeing programme
- Employee discount
Quick apply
Wealth Paraplanner
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Mentoring
- Communication skills
Data Researcher
S&P Global —Cardiff
- Data analysis skills
- Analysis skills
- Data entry
- Annual leave
- Employee discount
8d
Investment Manager (Bristol)
Arbuthnot Latham —Bristol
- Master's degree
- Business development
- Analysis skills
7d
Digital Commercial Manager, CDO
Lloyds Banking Group —Bristol
- £61,344 - £74,900 a year
- Full-time
- Hybrid work
- Analytics
20h
International Market Lead, Middle East
National Westminster Bank PLC —Bristol
- £61,000 - £91,500 a year
- Full-time
- Hybrid work
- Management
- Business development
- Travel
- Annual leave
Director Business Development
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Sales
- Business development
- Mentoring
Quick apply
Senior Project Manager – Technical Delivery
Cardiff Metropolitan University —Cardiff
- £53,301 - £61,759 a year
- Full-time
- Agile
- Leadership
- Communication skills
- Annual leave
2d
Project Manager
AmcoGiffen —Highbridge
- £65,000 - £75,000 a year
- Full-time
- Civil engineering
- Engineering
- Business development
- Life insurance
Quick apply
Regulation Officer - Funding
Office for Students —Bristol
- £37,614 - £38,577 a year
- Full-time
- Hybrid work
- Continuous improvement
- Annual leave
14d
Project Manager (MEICA)
AmcoGiffen —Highbridge
- Up to £65,000 a year
- Full-time
- Programmable logic controllers
- No degree
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Writing skills
- Presentation skills
Technologist
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Data analysis skills
- Travel
- Communication skills
- Annual leave
3.5t Van/Pickup - Class 1 (C+E) Lowloader Cover Driver Driver
Flannery Plant Hire —Newport
- Maintenance
- Driving
- Communication skills
- Employee assistance programme
Data Operations Manager
S&P Global —Cardiff
- Analysis skills
- Continuous improvement
- Team management
- Annual leave
- Employee discount
10d

I want to receive the latest job alerts for wealth manager in axbridge, som

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Investment Managers Assistant

Charles Stanley -
Cardiff

Apply Now

Job details

Part-time
9 days ago

Qualifications

Investment
Suitability report preparation
Stakeholder liaison
Administrative support experience
Internal department liaison
Administrative experience
Continuous improvement
Organisational skills
Financial services
Communication skills
A Level
Client onboarding compliance checks

Full job description

About the Role:

We are looking for a highly organised and proactive Investment Manager's Assistant to join our successful and growing Investment Management team on a Part Time basis.

This is an excellent opportunity for an administrative professional who enjoys working in a fast-paced, client-focused environment and is interested in the world of investments and wealth management. Supporting a small but busy team of Investment Managers, you will play a vital role in ensuring the smooth day-to-day running of client portfolios and delivering an outstanding service experience.

As a key member of the team, you will provide comprehensive administrative support, manage client records, coordinate account administration, and liaise with both clients and internal departments. While you will be involved in supporting client relationships, this is primarily an administration-focused role and does not involve regulated investment activity.

What You'll Be Doing:

Providing high-quality administrative support to a team of Investment Managers.
Assisting with the opening, maintenance, and closure of client accounts, including the collection of AML documentation.
Maintaining accurate and up-to-date client records and documentation.
Supporting the preparation and administration of client suitability reports.
Acting as a point of contact for client queries and communications.
Liaising with professional intermediaries including solicitors and accountants.
Monitoring the progress of new investments and resolving administrative issues where required.
Coordinating cash movements and payments with internal operational teams.
Ensuring client files are managed accurately and in accordance with regulatory requirements.
Supporting new business opportunities by ensuring all documentation is completed and processed efficiently.
Assisting with occasional project work, including KYC and client review exercises.
Identifying opportunities to improve team processes and administrative efficiency.

You will bring:

Previous experience in an administrative role, ideally within investment management, wealth management, financial services, or a similar professional services environment.
Excellent written and verbal communication skills.
Strong organisational skills with the ability to prioritise competing demands.
High levels of accuracy and attention to detail.
A proactive approach to problem-solving and continuous improvement.
Strong numerical skills and confidence handling financial information.
A collaborative and flexible approach to teamwork.
A positive, enthusiastic, and professional attitude.

Qualifications & Experience:

GCSEs (or equivalent) including Maths and English.
A Levels or further education qualifications are desirable.
An industry-recognised qualification, such as the Investment Operations Certificate (IOC) , would be advantageous but is not essential.
A general understanding of investment management, financial markets, or investment operations would be beneficial.

Why Join Us?

Opportunity to work alongside experienced Investment Managers within a respected wealth management environment.
Exposure to a wide range of clients and investment portfolios.
Supportive team culture with opportunities for professional development.
Competitive salary and benefits package.
A varied and rewarding role where your contribution makes a genuine difference to the client experience.

Apply Now

Refine Your Search

wealth manager jobs in axbridge, som

Investment Managers Assistant

Consultant - Senior Consultant: Project Controls / Planning

Talent Acquisition Specialist

Talent Acquisition Business Partner (Wealth Management)

Senior Private Secretary

Openings Support Manager

Wealth Paraplanner

Data Researcher

Investment Manager (Bristol)

Digital Commercial Manager, CDO

International Market Lead, Middle East

Director Business Development

Senior Project Manager – Technical Delivery

Project Manager

Regulation Officer - Funding

Project Manager (MEICA)

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Technologist

3.5t Van/Pickup - Class 1 (C+E) Lowloader Cover Driver Driver

Data Operations Manager

I want to receive the latest job alerts for wealth manager in axbridge, som

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected