Financial planning and analysis manager Work, Jobs in Eastleigh, Ham (with Salaries)

Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
1d
Management Accountant
DEKRA —Southampton
- £65,000 - £90,000 a year
- Full-time
- Hybrid work
- Accounting
- Leadership
Project Controls Scheduler
SubSea Craft —Portsmouth
- £50,000 - £60,000 a year
- Full-time
- Communication skills
- Annual leave
Establishment Control Manager
Hampshire and Isle of Wight Healthcare NHS Foundation Trust —Southampton
- £39,959 - £48,117 a year
- Full-time
- Analysis skills
- Supervising experience
- Presentation skills
11d
Finance Manager
University Hospital Southampton NHS Foundation Trust —Southampton
- £57,528 - £64,750 a year
- Full-time
- Communication skills
- Time management
1d
Sr. Analyst GTM Strategy & Operations
Kaseya Careers —Basingstoke
- Microsoft Excel
- Master's degree
- Analysis skills
Quick apply
Continuous Improvement Manager
Rich Products Corporation —Andover
- Project management
- Bakery
- Leadership
- Annual leave
Project Controller
Lockheed Martin Corporation —Havant
- £40,000 - £45,000 a year
- Full-time
- Analysis skills
- Project management
- Presentation skills
- Employee assistance programme
- Employee discount
2d
Management Accountant
University Hospital Southampton NHS Foundation Trust —Southampton
- £32,073 - £39,043 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
10d
Senior HR Business Partner
StandardAero —Gosport
- Full-time
- Human resources
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
EHS & Facilities Administrator - 6 Months FTC
Watson-Marlow Fluid Technology Solutions —Havant
- Microsoft Word
- Laboratory experience
- Microsoft Office
9d
Divisional Finance Manager
Salisbury NHS Foundation Trust —Salisbury
- £39,959 - £56,515 a year
- Full-time
- Annual leave
- Employee discount
3d
EHS & Facilities Administrator - 6 Months FTC
Watson Marlow Fluid Technology Solutions —Havant
- Microsoft Word
- Laboratory experience
- Microsoft Office
8d
Risk & Compliance Manager
Kanari —Portsmouth
- Full-time
- Hybrid work
- Analysis skills
- No degree
- Contracts
- Annual leave
- Sick pay
8d
EMEA Customer Marketing Manager
CooperVision —Fareham
- Full-time
- Management
- Sales
- English
9d
Diversity, Equity & Inclusion (DEI) and Wellbeing Partner
Twinings Ovaltine —Andover
- Full-time
- Hybrid work
- Human resources
- Employee discount
Quick apply
12d
Logistics Support Analysis Engineer
Boeing —Gosport
- Military
- Engineering
- Life insurance
12d
Quantity Surveyor – Data Centres
Emcor —Eastleigh
- Full-time
- Analysis skills
- Contracts
- IT
- Employee assistance programme
- Referral programme
Quick apply
Finance Manager
Southampton City Council —Southampton
- £20.75 an hour
- Hybrid work
- Analysis skills
- Communication skills
Senior Child Death Overview Panel and Safeguarding Administrator
Hampshire and Isle of Wight ICB —Eastleigh
- £28,392 - £31,157 a year
- Full-time
- Administrative experience
- Project management
- Employee discount
- Sick pay
8d

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Wealth Manager

National Westminster Bank PLC -
Chandlers Ford

Apply Now

Job details

Permanent | Full-time
£73,800 - £110,700 a year
1 day 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 Chandlers Ford, 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

financial planning and analysis manager jobs in eastleigh, ham

Wealth Manager

Management Accountant

Project Controls Scheduler

Establishment Control Manager

Finance Manager

Sr. Analyst GTM Strategy & Operations

Continuous Improvement Manager

Project Controller

Management Accountant

Senior HR Business Partner

EHS & Facilities Administrator - 6 Months FTC

Divisional Finance Manager

EHS & Facilities Administrator - 6 Months FTC

Risk & Compliance Manager

EMEA Customer Marketing Manager

Diversity, Equity & Inclusion (DEI) and Wellbeing Partner

Logistics Support Analysis Engineer

Quantity Surveyor – Data Centres

Finance Manager

Senior Child Death Overview Panel and Safeguarding Administrator

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