Wealth management Work, Jobs in Kemble, Gls (with Salaries)

Wealth Management Assistant
Raymond James —Cheltenham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
Quick apply
Business Development Executive
IMSM —Malmesbury
- Hybrid work
- Sales
- Salesforce
- Microsoft Office
8d
Business Assurance Adviser (12-month FTC)
St. James's Place —Cirencester
- Analysis skills
- IT
- Financial services
- Annual leave
Senior Client Services Specialist
Bellamy Wealth Management —Royal Wootton Bassett
- Up to £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
- Free parking
- Life insurance
Quick apply
Private Client Consultant
St. James's Place —Cirencester
- Business development
- Leadership
- Communication skills
- Annual leave
Openings Support Manager
Hickory's Smokehouse —Swindon
- Up to £35,000 a year
- Full-time
- Driving
- Restaurant
- Restaurant experience
- Health & wellbeing programme
- Employee discount
Quick apply
1d
Experienced IFA Administrator
Cheltenham IFA Ltd —Cheltenham
- £27,500 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Profit sharing
- Life insurance
Quick apply
2d
AI Governance Specialist
St. James's Place —Cirencester
- Full-time
- Hybrid work
- Management
- Driving
- IT
- Annual leave
11d
Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)
GCHQ —Cheltenham
- £56,962 a year
- Full-time
- Hybrid work
- Management
- Travel
- Mentoring
- Annual leave
- Work from home
Development Lead Technician
Sofa Brands International —Melksham
- £48,000 a year
- Full-time
- AutoCAD
- Maths
- Continuous improvement
- Free parking
- Health & wellbeing programme
Quick apply
11d
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking
Facilities Lead
BASF Environmental Catalysts and Metal Solutions —Cinderford
- Maintenance
- Contracts
- IT
- Annual leave
5d
Financial Adviser Support
Benefact Group —Gloucester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
4d
General Foreperson - Regional Civil Engineering Business - South West
Octavius Infrastructure —Cirencester
- Full-time
- Hybrid work
- Quality control
- Travel
- Contracts
- Annual leave
Sourcing Manager Europe
Linde —Swindon
- Full-time
- Bilingual
- Sales
- English
- Flexible schedule
Associate Commercial Lead
MI5 - The Security Service —Cheltenham
- £56,962 a year
- Part-time
- Management
- Presentation skills
- Travel
- Annual leave
- Work from home
Graduate Software Engineer
Lockheed Martin Corporation —Gloucester
- £34,000 a year
- Full-time
- Computer Science
- Java
- C++
- Employee assistance programme
- Employee discount
Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)
Secret Intelligence Service —Cheltenham
- £56,962 a year
- Full-time
- Hybrid work
- Management
- Travel
- Mentoring
- Annual leave
- Work from home
Associate/ Principal Landscape Architect (Planning)
Rappor —Cheltenham
- Full-time
- Remote
- AutoCAD
- Master's degree
- Bachelor's degree
- Annual leave
- Employee assistance programme
Machine Learning Engineer (KTP Associate)
University of Bath —Bath
- £43,000 - £51,000 a year
- Full-time
- Hybrid work
- Project management
- University
- Machine learning
- Employee discount

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wealth management jobs near kemble, gls

Wealth Management Assistant

Raymond James -
Cheltenham

Quick apply

Job details

Full-time
£25,000 - £35,000 a year

Benefits

Casual dress
Company pension
Work from home

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
IT
Financial services
Communication skills

Full job description

Job Overview
We are seeking a detail-oriented and proactive Wealth Planning Assistant to support our financial advisory team. This paid role offers an excellent opportunity to gain valuable experience within the financial services sector, assisting with client planning, report preparation, and administrative tasks. The ideal candidate will possess strong organisational skills, excellent communication abilities, and a keen interest in financial planning. This position is suitable for individuals looking to develop their career in finance or related fields.

Duties

Assist with the preparation of detailed financial reports and analysis documents using Microsoft Word, Excel, and Outlook.
Support the team in conducting analysis to inform wealth management strategies and client recommendations.
Organise client files and maintain accurate records of financial plans and correspondence.
Provide exceptional customer service by responding to client enquiries professionally and promptly.
Help coordinate meetings, appointments, and follow-up actions to ensure smooth workflow.
Contribute to report writing tasks, summarising complex financial data into clear, concise documents.
Support the team with administrative duties including data entry, document management, and IT-related tasks.
Maintain organisational standards by managing time efficiently and prioritising tasks effectively.

Experience

Previous administrative experience within a financial services environment is desirable but not essential.
Strong analysis skills with the ability to interpret data accurately.
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook; familiarity with IT systems is advantageous.
Excellent communication skills, both written and verbal, with a professional approach when dealing with clients and colleagues.
Experience in report writing and financial planning processes is beneficial but not mandatory.
Demonstrated organisational skills with the ability to manage multiple tasks efficiently while meeting deadlines.
Knowledge of customer service principles and practices is preferred. This role offers a supportive environment for professional growth within wealth management and financial planning sectors. The successful candidate will be integral to delivering high-quality service to clients while developing essential industry skills.

Job Type: Full-time

Pay: £25,000.00-£35,000.00 per year

Benefits:

Casual dress
Company pension
Work from home

Work Location: In person

Quick apply

Refine Your Search

wealth management jobs in kemble, gls

Wealth Management Assistant

Business Development Executive

Business Assurance Adviser (12-month FTC)

Senior Client Services Specialist

Private Client Consultant

Openings Support Manager

Experienced IFA Administrator

AI Governance Specialist

Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)

Development Lead Technician

RBC Brewin Dolphin - Wealth Manager - West of England

Facilities Lead

Financial Adviser Support

General Foreperson - Regional Civil Engineering Business - South West

Sourcing Manager Europe

Associate Commercial Lead

Graduate Software Engineer

Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)

Associate/ Principal Landscape Architect (Planning)

Machine Learning Engineer (KTP Associate)

I want to receive the latest job alerts for wealth management in kemble, gls

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