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

Investment Managers Assistant
Charles Stanley —Cardiff
- Part-time
- Administrative experience
- Continuous improvement
- Organisational skills
6d
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
13d
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
11d
3.5t Van/Pickup - Class 1 (C+E) Lowloader Cover Driver Driver
Flannery Plant Hire —Newport
- Maintenance
- Driving
- Communication skills
- Employee assistance programme
Project Manager (MEICA)
AmcoGiffen —Highbridge
- Up to £65,000 a year
- Full-time
- Programmable logic controllers
- No degree
- Travel
- Annual leave
- Employee assistance programme
Quick apply
12d
Technologist
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Data analysis skills
- Travel
- Communication skills
- Annual leave
Technical Project Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Azure
- PMP
- Project management
Casual Coach – Hockey
Cardiff Metropolitan University —Cardiff
- £13.84 an hour
- Call to connect
- Customer service
- School
- Annual leave
Senior / Principal Consultant – Defence / Submarine Enterprise
i3Works —Bristol
- £50,000 - £85,000 a year
- Full-time
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
Functional Assessor - agency use only
Serco Plc —Bristol
- £37,500 - £45,500 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
Project Manager - Regional Civil Engineering business - South West
Octavius Infrastructure —Bath
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Continuous improvement
- Annual leave
8d
Police Constable Dog Handler Transferee
Avon and Somerset Constabulary —Almondsbury
- £31,164 - £50,256 a year
- Full-time
External Engagement, Events and Conferencing Co-ordinator
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Weekend availability
- University
- Organisational skills
- Communication skills
- Annual leave
8d
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
Customer Service Adviser
Pelican —Bristol
- Full-time
- Communication skills
- Annual leave
- Referral programme
6d
Investment Manager (Bristol)
Arbuthnot Latham —Bristol
- Master's degree
- Business development
- Analysis skills
4d
Data Researcher
S&P Global —Cardiff
- Data analysis skills
- Analysis skills
- Data entry
- Annual leave
- Employee discount
5d

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Investment Managers Assistant

Charles Stanley -
Cardiff

Apply Now

Job details

Part-time
6 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 axbridge, som

Investment Managers Assistant

Openings Support Manager

Senior Private Secretary

Director Business Development

Regulation Officer - Funding

3.5t Van/Pickup - Class 1 (C+E) Lowloader Cover Driver Driver

Project Manager (MEICA)

Technologist

Technical Project Manager

Casual Coach – Hockey

Senior / Principal Consultant – Defence / Submarine Enterprise

Functional Assessor - agency use only

Project Manager - Regional Civil Engineering business - South West

Police Constable Dog Handler Transferee

External Engagement, Events and Conferencing Co-ordinator

Consultant - Senior Consultant: Project Controls / Planning

Wealth Paraplanner

Customer Service Adviser

Investment Manager (Bristol)

Data Researcher

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

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