Wealth management advisor Work, Jobs in Chapel En Le Frith, Dby (with Salaries)

Personal Assistant
The Money Map(Financial Navigation) LLP —Sheffield
- From £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Annual leave
Quick apply
Wealth Management Manager
Quilter plc —Manchester
- From £8,000 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
1d
Specialist, Client Processing Representative
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Analysis skills
- Bachelor's degree
- Financial services
13d
Financial Advisory Manager
Evelyn Partners —Manchester
- From £8,500 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
1d
HR Advisor (FTC - Maternity Cover)
AmcoGiffen —Barnsley
- Full-time
- Human resources
- Organisational skills
- Contracts
- Life insurance
Quick apply
10d
Senior Vice President, Client Processing Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
- Financial services
- Business
12d
Vice President, Business Technology Liaison
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Project management
- Agile
- AI
Vice President, Shareholder Services Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Management
- Bachelor's degree
- Financial services
Senior Vice President, AI Product Management
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Presentation skills
- Product management
- Financial services
14d
Managing Consultant - Software Engineering
PA Consulting —Manchester
- Full-time
- Hybrid work
- Azure
- Oracle
- Business development
- Annual leave
Quick apply
Clinical Director
mydentist —Radcliffe
- Mentoring
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
5d

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Wealth Management Manager
Quilter plc —Manchester
Lead and supervise wealth management advisors and relationship managers. A Wealth Management Manager leads a team of financial advisors and relationship…
From £8,000 a month
Quick apply
1d
2026 Wealth Management Graduate Trainee (Leeds)
Schroders —Manchester
Achieve the Investment Advice Diploma (IAD) in your first few weeks -the UK’s benchmark entry qualification for investment professionals.
£50,000 a year

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Personal Assistant

The Money Map(Financial Navigation) LLP
Sheffield

Quick apply

Job details

Permanent | Full-time
From £28,000 a year

Benefits

Annual leave
Company pension

Qualifications

Microsoft Word
Microsoft Excel
Administrative experience
Maths
Driving
Accounting
Organisational skills
Financial services
Typing

Full job description

The Money Map (Financial Navigation) LLP is a well-established wealth management firm based in Sheffield providing comprehensive advice to a wide variety of clients.

As our current team member steps up into a Financial Adviser role, we have a unique opening for a high-performing individual to take over. You will work directly as a personal assistant and technical support for two advisors while collaborating with our administration team.

This is a fast-paced and rewarding role suited to an organised individual who thrives in a busy environment, enjoys working with data and systems and takes pride in delivering exceptional client service.

The Ideal Candidate

We are looking for a detail-oriented and technologically confident individual with experience in financial services, accounting, paraplanning, or a strong mathematical or analytical background.

Given the pace and responsibilities of the role, the successful candidate will demonstrate:

A typing speed of at least 50 words per minute.
Strong proficiency in Microsoft Word and Excel, including the use of formulas, data manipulation and keyboard shortcuts.
Confidence learning and navigating multiple software systems efficiently.
The ability to anticipate adviser and client needs.
A natural inclination to identify potential issues before they arise and take ownership of solutions.
Strong organisational skills with excellent attention to detail.
Experience managing a large and varied workload while maintaining accuracy.
The ability to monitor and progress a live pipeline of 60+ ongoing client cases at any given time.
Confidence reviewing and quality-checking work completed by colleagues.
A commitment to maintaining the highest standards of accuracy and client service.

Key Responsibilities

Review and check suitability report packs, valuations, applications, and administrative work to ensure accuracy and completeness.
Act as a primary point of contact for clients, handling enquiries professionally and providing timely updates.
Prepare compliance documentation, illustrations, reports, and application paperwork.
Manage adviser diaries, meeting preparation and follow-up actions.
Submit transactions and maintain accurate client records using Intelligent Office and provider platforms.
Liaise with product providers, platforms and clients to progress business efficiently.
Support advisers with ongoing client servicing and business processing activities.
Monitor outstanding tasks and proactively drive cases through to completion.

Benefits

Salary: From £28,000 per annum negotiable depending on experience and skills.
Professional Development: Industry exams are fully funded after 12 months of service.
26 days annual leave which includes Christmas shutdown plus bank holidays.
Hybrid working is not currently in place
Private pension, Death in Service benefit and a casual office dress code.

Pay: From £28,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

wealth management advisor jobs in chapel en le frith, dby

Personal Assistant

Wealth Management Manager

Specialist, Client Processing Representative

Financial Advisory Manager

HR Advisor (FTC - Maternity Cover)

Senior Vice President, Client Processing Manager

Vice President, Business Technology Liaison

Vice President, Shareholder Services Manager

Senior Vice President, AI Product Management

Managing Consultant - Software Engineering

Clinical Director

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