Wealth management Work, Jobs in Longlevens, 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
4d
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
1d
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
1d
Associate/ Principal Landscape Architect (Planning)
Rappor —Cheltenham
- Full-time
- Remote
- AutoCAD
- Master's degree
- Bachelor's degree
- Annual leave
- Employee assistance programme
Digital Signal Processing DSP Engineer
Lockheed Martin Corporation —Gloucester
- £72,500 - £90,000 a year
- Full-time
- C++
- Linux
- Communication skills
- Employee assistance programme
- Employee discount
Head of B2C Sales
Cotswold Energy Group —Stonehouse
- Full-time
- Hybrid work
- Sales
- Salesforce
- Bachelor's degree
Quick apply
14d
Vulnerability Manager
Iress Limited —Cheltenham
- Full-time
- Hybrid work
- In-person
- School
- Annual leave
- Life insurance
6d
Communications Systems Engineer
Lockheed Martin Corporation —Gloucester
- £72,500 - £90,000 a year
- Full-time
- System design
- C++
- Computer networking
- Employee assistance programme
- Employee discount
RF Engineer
Lockheed Martin Corporation —Gloucester
- £72,500 - £90,000 a year
- Full-time
- Hybrid work
- C++
- Linux
- Python
- Employee assistance programme
- Employee discount
Technical Sales Engineer (Industrial)
Siltbuster Limited —Monmouth
- Sales
- Microsoft Office
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Data Architect
St. James's Place —Cirencester
- IT
- Financial services
- Annual leave
Business Assurance Adviser (12-month FTC)
St. James's Place —Cirencester
- IT
- Financial services
- Communication skills
- Annual leave
Principal Civil Engineer
Rappor —Cheltenham
- Full-time
- Annual leave
- Employee assistance programme
OpenCPI Engineer
Lockheed Martin Corporation —Gloucester
- £72,500 - £90,000 a year
- Full-time
- Hybrid work
- System design
- C++
- Linux
- Employee assistance programme
- Employee discount

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Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)
GCHQ —Cheltenham
Please note this role requires a minimum of 3 days per week in the office, with flexibility to work from home 1-2 days per week.
£56,962 a year
1d
Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)
Secret Intelligence Service —Cheltenham
Please note this role requires a minimum of 3 days per week in the office, with flexibility to work from home 1-2 days per week.
£56,962 a year
1d

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Wealth Management Assistant

Raymond James -
Cheltenham

Quick apply

Job details

Full-time
£25,000 - £35,000 a year
4 days ago

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 longlevens, gls

Wealth Management Assistant

Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)

Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)

Associate/ Principal Landscape Architect (Planning)

Digital Signal Processing DSP Engineer

Head of B2C Sales

Vulnerability Manager

Communications Systems Engineer

RF Engineer

Technical Sales Engineer (Industrial)

Data Architect

Business Assurance Adviser (12-month FTC)

Principal Civil Engineer

OpenCPI Engineer

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