Wealth manager Work, Jobs in Reading, Brk (with Salaries)

Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Customer service
- Business development
- Annual leave
Operations Director
BaxterStorey UK —Earley
- Full-time
- Sales
- Hotel
- Business development
- Employee assistance programme
- Employee discount
Quick apply
Junior Stewardship Analyst
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Communication skills
- Annual leave
- Life insurance
Commercial Partnerships Manager
Quantios —Fleet
- Full-time
- Sales
- Travel
Quick apply
Team Manager Family Safeguarding
Surrey County Council —Guildford
- £61,439 - £65,898 a year
- Supervising experience
- Travel
- Relocation assistance
- Annual leave
Client Administrator
Evelyn Partners —Guildford
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Lead Teacher Chemistry
The Oratory School —Woodcote
- Full-time
- Management
- English
- Bachelor's degree
- Free parking
Quick apply
Business Development Manager - Regional Sales
Nationwide Platforms —London
- Remote
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Curriculum and Learning Manager
Surrey County Council —Woking
- £55,486 a year
- Full-time
- Hybrid work
- Travel
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
3d
Business Development Manager
Eight Financial Advice —Marlow
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
Assistant Product Manager
Stanley Black & Decker —Maidenhead
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Product management
- Travel
- Employee discount
Lead Teacher Biology
The Oratory School —Woodcote
- Full-time
- Management
- English
- Bachelor's degree
- Free parking
Quick apply
Pastoral Manager
Star Academies —Slough
- £32,802.09 - £39,152.00 a year
- Call to connect
- Customer service
- Organisational skills
- School
12d
Team Administrator
Surrey County Council —Guildford
- From £28,546 a year
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
- Employee assistance programme
Senior Brand Manager – DEWALT Tools & Solutions
Stanley Black & Decker —Maidenhead
- Full-time
- Remote
- Travel
- Employee discount
Care Manager
Friends Of The Elderly —Reading
- £37,673.34 a year
- Weekend availability
- Management
- Marketing
- Annual leave
- Employee assistance programme
4d
Business Development/Technical Sales - Operational Services & Support
Ultra Maritime —Loudwater
- Full-time
- Hybrid work
- CRM software
- Business development
- Bachelor's degree
- Annual leave
- Employee discount
Self-Invested Administration Officer
FNZ —Basingstoke
- Full-time
11d
Pensions Manager Finance
Surrey County Council —Weybridge
- £48,698 a year
- Continuous improvement
- Team management
- Organisational skills
- Annual leave
- Employee assistance programme
13d
Regional Sales Manager - UK & Ireland
Chart Industries —Hungerford
- CRM software
- Engineering
- Analysis skills
- Free parking
- Annual leave

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Wealth Manager

National Westminster Bank PLC -
Guildford

Apply Now

Job details

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

Benefits

Annual leave
Company pension

Qualifications

Investment
Financial planning
Pension
Financial advisory experience
Client engagement
Customer service
Stakeholder liaison
Business development
Relationship management
Networking

Full job description

Closing date for applications: 12/08/2026

Location Guildford, 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 reading, brk

Wealth Manager

Operations Director

Junior Stewardship Analyst

Commercial Partnerships Manager

Team Manager Family Safeguarding

Client Administrator

Lead Teacher Chemistry

Business Development Manager - Regional Sales

Curriculum and Learning Manager

Business Development Manager

Assistant Product Manager

Lead Teacher Biology

Pastoral Manager

Team Administrator

Senior Brand Manager – DEWALT Tools & Solutions

Care Manager

Business Development/Technical Sales - Operational Services & Support

Self-Invested Administration Officer

Pensions Manager Finance

Regional Sales Manager - UK & Ireland

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