Wealth manager Work, Jobs in Romsey, 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
Wealth Administrator
Royal Bank of Canada —Winchester
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
10d
Procurement & Third-Party Manager
Ageas —Eastleigh
- £44,800 - £67,200 a year
- Full-time
- Hybrid work
- School
- Negotiation
Senior Group Reporting Accountant
Quilter —Southampton
- Full-time
- Microsoft Office
- Financial services
- Communication skills
Business Development (Bid and Proposals) Manager
Lester Aldridge —Bournemouth
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Project management
Graduate Finance Associate
Saltus —Whiteley
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Bachelor's degree
- Free parking
- Life insurance
Quick apply
2d
Recruitment Marketing Manager – Growth Partners Network
OneDome —Bournemouth
- Full-time
- AI
Quick apply
Service Delivery Manager – Integrated Logistics Support (ILS)
Lockheed Martin Corporation —Havant
- £62,000 - £78,000 a year
- Full-time
- University
- Leadership
- Communication skills
- Employee assistance programme
- Employee discount
Capital Planning Actuary (12 Month FTC)
Quilter —Southampton
- Full-time
- Microsoft Excel
- Analysis skills
- Organisational skills
1d
Flexi Area Nursery Support Practitioner Salisbury
Storal —Winchester
- £16 an hour
- Full-time
- Childcare
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Senior Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Editorial and Investment Content Writer
Quilter —Southampton
- Part-time
- Organisational skills
- IT
3d
Shared Lives Administrative Officer
Hampshire County Council —Fareham
- £27,780 - £30,564 a year
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
1d
Procurement & Third Party Manager
Ageas —Eastleigh
- £44,800 - £67,200 a year
- Full-time
- Hybrid work
- IT
- Financial services
- School
10d
Senior Administrative Assistant
Hampshire County Council —Gosport
- £25,186 - £26,244 a year
- Microsoft Outlook
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
11d
Client Administrator
Evelyn Partners —Southampton
- Full-time
- Hybrid work
- Administrative experience
- No degree
- Organisational skills
Quick apply
11d
Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
3d
Sales Advisor
Tapi —Andover
- Full-time
- Employee assistance programme
- Employee discount
Administrator – Accountancy Services
Ward Goodman —Ferndown
- £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- AI
- Communication skills
Quick apply

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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 romsey, ham

Wealth Manager

Wealth Administrator

Procurement & Third-Party Manager

Senior Group Reporting Accountant

Business Development (Bid and Proposals) Manager

Graduate Finance Associate

Recruitment Marketing Manager – Growth Partners Network

Service Delivery Manager – Integrated Logistics Support (ILS)

Capital Planning Actuary (12 Month FTC)

Flexi Area Nursery Support Practitioner Salisbury

Senior Paraplanner

Editorial and Investment Content Writer

Shared Lives Administrative Officer

Procurement & Third Party Manager

Senior Administrative Assistant

Client Administrator

Investment Managers Assistant

Sales Advisor

Administrator – Accountancy Services

Headhunter (Talent Acquisition)

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