Wealth manager Work, Jobs in Dunsfold, Sry (with Salaries)

Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
18h
Policy and Programme Manager - Health and Wellbeing Strategy
Surrey County Council —Reigate
- £55,486 - £60,898 a year
- Hybrid work
- Leadership
- Negotiation
- Annual leave
- Employee assistance programme
9d
Proposition Manager
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Management
- Analysis skills
- Presentation skills
Scrutiny Business Manager
Surrey County Council —Reigate
- From £63,823 a year
- Hybrid work
- Analysis skills
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
7d
PR & Corporate Communications Manager
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
1d
Strategic Procurement Manager: Social Care
Brighton & Hove City Council —Hove
- £52,413 - £56,400 a year
- Full-time
- Remote
- Analysis skills
- Presentation skills
- Continuous improvement
11d
New Business Senior Manager
BDO —Guildford
- Full-time
- Business development
Procurement Manager
Brighton & Hove City Council —Hove
- £39,862 - £42,839 a year
- Full-time
- Remote
- Presentation skills
- AI
- Communication skills
11d
Procurement Business Partner Manager
BDO —Gatwick Airport
- Full-time
- IT
- Leadership
- Communication skills
- Flexible schedule
Sales Co-ordinator
SIG Plc —Woking
- Sales
- Customer service
- IT
- Employee discount
Media Commercial Manager
OLM Group —Shoreham by Sea
- Full-time
- Hybrid work
- Sales
- Employee assistance programme
- Flexible schedule
Quick apply
Business Assurance Manager
Legal & General Investment Management —Hove
- Financial services
- Communication skills
- Employee discount
7d
Business Coordinator
BDO —Gatwick Airport
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- IT
Assistant Team Manager
Surrey County Council —Woking
- £56,439 - £60,898 a year
- Travel
- Annual leave
- Employee assistance programme
3d
Payroll Specialist - 12 month FTC
BDO —Gatwick Airport
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Flexible schedule
- Sick pay
Senior Acquisition Manager
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Financial services
- Negotiation
Audit Resourcing Assistant
BDO —Guildford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Team Manager Children's Adolescent Service
Surrey County Council —Reigate
- £61,439 - £65,898 a year
- Travel
- Relocation assistance
- Annual leave
8d
Business Risk Manager, Operations Lead
Schroders —Horsham
- Full-time
- Analysis skills
- Travel
- Financial services
10d
Tax Audit and Accounting Group, Assistant Manager
BDO —Gatwick Airport
- Full-time
- Mentoring
- Leadership
- Tax experience

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Wealth Manager

National Westminster Bank PLC -
Guildford

Apply Now

Job details

Permanent | Full-time
£73,800 - £110,700 a year
18 hours ago

Benefits

Annual leave
Company pension

Qualifications

Financial planning
Pension
Business development
Risk analysis

Full job description

Closing date for applications: 23/07/2026

Location Guildford, United Kingdom

Salary £73,800 – £110,700

Job typePermanent | Contract typeFull Time

Remote / On-site Hybrid

You’ll spend some of your time at home, working with your team digitally. You’ll also regularly work at your office or hub to collaborate with your colleagues.

Managerial / Technical Lead

This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.

#R-00268981

Job description

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as a Wealth Manager

We’ll look to you to manage the investment needs of our private banking clients
In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders
You’ll work from home some of the time, but you’ll also spend at least 3 days a week working from the Chandlers Ford office or on client visits

What you'll do

As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. You'll also manage the growth, profitability and business mix of an assigned portfolio.

You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. You’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.

You’ll also be:

Delivering profitable and sustainable business growth across a broad product range
Demonstrating outstanding client service, professionalism and risk management
Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
Providing wealth management product advice and sales to clients in private wealth and private banking
Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship

The skills you'll need

To succeed in this role, you’ll hold an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA level 4. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.

As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.

You’ll also demonstrate:

The ability to articulate current views on the macro-economic environments and financial markets
Good relationship and interpersonal skills
Proven track record of meeting financial and service targets
Extensive experience in pensions and financial planning
The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence

Your benefits breakdown

Here’s a quick look at what your pay package and annual leave could look like if you get accepted for the role. We have a wide range of benefits to support you in your working life and beyond.

Please note, the presented benefits packages are based on the minimum base salary.

Tap each segment for details.

Your pay package

Your leave allowance

30 days Annual leave You’ll also have the opportunity to purchase up to 5 additional days off.

3 days Volunteering Take time off to support the causes you’re passionate about.

3 days Training Take time to build the skills you need to grow your career.

Total rewards package

Apply Now

Refine Your Search

wealth manager jobs in dunsfold, sry

Wealth Manager

Policy and Programme Manager - Health and Wellbeing Strategy

Proposition Manager

Scrutiny Business Manager

PR & Corporate Communications Manager

Strategic Procurement Manager: Social Care

New Business Senior Manager

Procurement Manager

Procurement Business Partner Manager

Sales Co-ordinator

Media Commercial Manager

Business Assurance Manager

Business Coordinator

Assistant Team Manager

Payroll Specialist - 12 month FTC

Senior Acquisition Manager

Audit Resourcing Assistant

Team Manager Children's Adolescent Service

Business Risk Manager, Operations Lead

Tax Audit and Accounting Group, Assistant Manager

I want to receive the latest job alerts for wealth manager in dunsfold, sry

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