Wealth manager Work, Jobs in Park Gate, Ham (with Salaries)

Senior Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
21h
Senior Group Reporting Accountant
Quilter —Southampton
- Full-time
- Microsoft Office
- Financial services
- Communication skills
Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
12d
Editorial and Investment Content Writer
Quilter —Southampton
- Part-time
- Organisational skills
- IT
3h
Assistant Care Manager - St Richard's Hospital Chichester
WSCC —Chichester
- £29,540 - £32,061 a year
- Full-time
- Hospital
- Travel
- IT
11d
Senior Administrative Assistant
Hampshire County Council —Gosport
- £25,186 - £26,244 a year
- Microsoft Outlook
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
8d
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
Procurement & Third-Party Manager
Ageas —Eastleigh
- £44,800 - £67,200 a year
- Full-time
- Hybrid work
- School
- Negotiation
12d
Wealth Administrator
Royal Bank of Canada —Winchester
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
7d
Procurement & Third Party Manager
Ageas —Eastleigh
- £44,800 - £67,200 a year
- Full-time
- Hybrid work
- IT
- Financial services
- School
7d
Client Administrator
Evelyn Partners —Southampton
- Full-time
- Hybrid work
- Administrative experience
- No degree
- Organisational skills
Quick apply
8d
Sales Advisor
Tapi —Andover
- Full-time
- Employee assistance programme
- Employee discount
Community Reablement Assistant Level 2 HCC624281
Hampshire County Council —Winchester
- £27,780 - £30,564 a year
- Call to connect
- Microsoft Outlook
- Rehabilitation centre
- Travel
- Annual leave
- Employee assistance programme
E&P Site Manager
Octavius Infrastructure —Winchester
- Full-time
- Project management
- Construction experience
- Annual leave
Assistant Shop Manager
British Red Cross —Chichester
- £25,213 a year
- Every weekend
- IT
- Annual leave
- Flexitime
12d
Retail Sales Advisor
Brewers Decorator Centres —Alton
- £22,430 a year
- Customer service
- Communication skills
- Employee assistance programme
5d
Care Supervisor
McCarthy & Stone —Chichester
- £15.75 an hour
- Full-time
- In-person
- Employee discount
- Life insurance
Quick apply
13d
Health, Safety & Compliance Lead
Ageas —Eastleigh
- £37,000 - £47,000 a year
- Full-time
- Analysis skills
- Travel
- IT
19h
Senior Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
13d
Quality Engineer II
Parker Hannifin Corporation —Fareham
- Full-time
- Analysis skills
- Bachelor's degree
- Continuous improvement
- Free parking
- Employee assistance programme
13h

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Senior Investment Managers Assistant

Charles Stanley -
Southampton

Apply Now

Job details

Full-time
21 hours ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Office
Organisational skills
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 Senior 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 park gate, ham

Senior Investment Managers Assistant

Senior Group Reporting Accountant

Wealth Manager

Editorial and Investment Content Writer

Assistant Care Manager - St Richard's Hospital Chichester

Senior Administrative Assistant

Business Development Manager

Procurement & Third-Party Manager

Wealth Administrator

Procurement & Third Party Manager

Client Administrator

Sales Advisor

Community Reablement Assistant Level 2 HCC624281

E&P Site Manager

Assistant Shop Manager

Retail Sales Advisor

Care Supervisor

Health, Safety & Compliance Lead

Senior Paraplanner

Quality Engineer II

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

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