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

Investment Managers Assistant
Charles Stanley —Cardiff
- Part-time
- Administrative experience
- Continuous improvement
- Organisational skills
7d
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
Wealth Paraplanner
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Mentoring
- Communication skills
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
Senior Private Secretary
Office for Students —Bristol
- £56,209 - £58,820 a year
- Full-time
- Hybrid work
- Writing skills
- Project management
- Travel
14d
Data Researcher
S&P Global —Cardiff
- Data analysis skills
- Analysis skills
- Data entry
- Annual leave
- Employee discount
6d
Investment Manager (Bristol)
Arbuthnot Latham —Bristol
- Master's degree
- Business development
- Analysis skills
5d
International Market Lead, Middle East
National Westminster Bank PLC —Bristol
- Full-time
- Hybrid work
- Management
- Business development
- Travel
- Annual leave
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Director Business Development
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Sales
- Business development
- Mentoring
Quick apply
Regulation Officer - Funding
Office for Students —Bristol
- £37,614 - £38,577 a year
- Full-time
- Hybrid work
- Continuous improvement
- Annual leave
12d
Senior - Principal Consultant: Project Delivery Management - Intelligence
i3Works —Bristol
- Hybrid work
- Annual leave
- Life insurance
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
Senior Project Manager – Technical Delivery
Cardiff Metropolitan University —Cardiff
- £53,301 - £61,759 a year
- Full-time
- Agile
- Leadership
- Communication skills
- Annual leave
13h
Paraplanner
Saltus —Bath
- Up to £45,000 a year
- Full-time
- Hybrid work
- Communication skills
Quick apply
14d
International Private Client (Tax & Trusts) Associate
Burges Salmon —Bristol
- Full-time
- Hybrid work
- Tax experience
12d
Technologist
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Data analysis skills
- Travel
- Communication skills
- Annual leave
Operational Oversight Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Presentation skills
- Continuous improvement
15h
Corporate Tax Manager
Kilsby Williams Chartered Accountants —Newport
- Hybrid work
- Tax experience
Graphic Designer
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Full-time
- Communication skills
- School
- Annual leave
- Work from home
3d

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Investment Managers Assistant

Charles Stanley -
Cardiff

Apply Now

Job details

Part-time
7 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 blagdon, som

Investment Managers Assistant

Consultant - Senior Consultant: Project Controls / Planning

Wealth Paraplanner

Openings Support Manager

Senior Private Secretary

Data Researcher

Investment Manager (Bristol)

International Market Lead, Middle East

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Director Business Development

Regulation Officer - Funding

Senior - Principal Consultant: Project Delivery Management - Intelligence

Digital Transformation Consultants

Senior Project Manager – Technical Delivery

Paraplanner

International Private Client (Tax & Trusts) Associate

Technologist

Operational Oversight Manager

Corporate Tax Manager

Graphic Designer

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

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