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

Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Continuous improvement
- Team management
9d
Client Administrator
Evelyn Partners —Southampton
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
Senior Project Manager
Parker Hannifin Corporation —Fareham
- Full-time
- Master's degree
- No degree
- Business
- Free parking
- Employee assistance programme
9h
Buildings Consultant
Ageas —Eastleigh
- £40,000 - £60,000 a year
- Full-time
- Hybrid work
- Customer service
- Travel
- School
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
Senior Group Reporting Accountant
Quilter —Southampton
- Full-time
- Microsoft Office
- Financial services
- Communication skills
Capital Planning Actuary (12 Month FTC)
Quilter —Southampton
- Full-time
- Analysis skills
- Organisational skills
- Communication skills
7d
Residential Team Leader
Fair Ways —Bishops Waltham
- Full-time
- Team management
- Training & development
- Leadership
- Annual leave
- Referral programme
Quick apply
6d
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Senior Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Flexi Area Nursery Support Practitioner Winchester
Storal —Winchester
- £16 an hour
- Full-time
- Childcare
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Flexi Area Nursery Support Practitioner Salisbury
Storal —Winchester
- £16 an hour
- Full-time
- Childcare
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
Shared Lives Administrative Officer
Hampshire County Council —Fareham
- £27,780 - £30,564 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
7d
Marketing Communications Manager
Quilter —Southampton
- Full-time
- Financial services
- AI
17h
Assistant Team Manager
Quilter —Southampton
- Full-time
- Continuous improvement
- Training & development
- Communication skills
2d
Platform Support Associate
Saltus —Fareham
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Financial services
- Time management
Quick apply
19h
Business Development Manager
Eight Financial Advice —Whiteley
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
Sales Advisor
Tapi —Andover
- Full-time
- Employee assistance programme
- Employee discount
Office Manager
Charles Stanley —Southampton
- Full-time
- Administrative experience
- Supervising experience
- Continuous improvement
7d

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Investment Managers Assistant

Charles Stanley -
Southampton

Apply Now

Job details

Full-time
9 days ago

Qualifications

Microsoft Word
Investment
Stakeholder liaison
Mentoring junior staff
Internal department liaison
Microsoft Office Suite
Continuous improvement
Team management
Mentoring
Organisational skills
Financial services
Professional development mentoring
Leadership
Communication skills

Full job description

Job Profile:

Are you an experienced Investment Manager's Assistant looking to take the next step in your career? We're seeking a highly organised and proactive Investment Manager's Assistant to support a team of Investment Managers while providing leadership and guidance to a team of Assistants.

In this pivotal role, you'll be responsible for delivering exceptional administrative and client support, ensuring the smooth running of branch operations, and acting as a key link between clients, Investment Managers, and operational teams. You'll also play an important part in mentoring colleagues, driving process improvements, and maintaining high service standards across the team.

What you'll be doing:

Providing comprehensive administrative support to Investment Managers and the Branch Manager/Team Head.
Managing client queries and supporting client onboarding processes.
Preparing documentation for client meetings, reviews, and account administration.
Liaising with internal teams, solicitors, accountants, and other professional contacts.
Monitoring key operational processes and ensuring regulatory deadlines are met.
Leading, mentoring, and developing a team of Investment Manager's Assistants.
Supporting local projects and continuous improvement initiatives.

What we're looking for:

Previous experience in an Investment Manager's Assistant, Wealth Management, Investment Operations, or similar environment.
A good understanding of investment processes and financial markets.
CISI Level 3 Introduction to Securities & Investments (or willingness to complete if applicable).
Excellent organisational skills and attention to detail.
Strong communication and relationship-building abilities.
Proficiency in Microsoft Office, particularly Word and Excel.
A positive, collaborative approach with the ability to lead and support others.

Information Provider:

This role is classified as an Information Provider under MiFID II Regulations, i.e. a person who provides information on behalf of Charles Stanley, about financial instruments, investment services and/or ancillary services to clients.

As an Information Provider you must be able to demonstrate the appropriate knowledge and competence to carry out this activity, including six months’ experience in the role. Once assessed as competent, Information Providers should have an annual re-assessment of competence.

Information Providers must also maintain their competence by undertaking Continuing Professional Development (CPD) on an annual basis.

This is an excellent opportunity to join a professional and client-focused team where you can further develop your leadership skills while contributing to the delivery of outstanding client service.

Apply Now

Refine Your Search

wealth manager jobs in eastleigh, ham

Investment Managers Assistant

Client Administrator

Senior Project Manager

Buildings Consultant

Service Delivery Manager – Integrated Logistics Support (ILS)

Senior Group Reporting Accountant

Capital Planning Actuary (12 Month FTC)

Residential Team Leader

Paraplanner

Senior Paraplanner

Flexi Area Nursery Support Practitioner Winchester

Flexi Area Nursery Support Practitioner Salisbury

Wealth Manager

Shared Lives Administrative Officer

Marketing Communications Manager

Assistant Team Manager

Platform Support Associate

Business Development Manager

Sales Advisor

Office Manager

I want to receive the latest job alerts for wealth manager in eastleigh, ham

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