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

Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
2d
Trainee Wealth Manager
First Sentinel Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
13d
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
11d
Senior Project Manager - Workday Implementation, Financial Services & Wealth Management Sector
Hunter Executive Search & Selection —London
- £550 - £750 a day
- Agile
- Financial services
- Work from home
Manager - BCG Vantage - Principal Investors & Private Equity
Boston Consulting Group —London
- Full-time
- English
- Bachelor's degree
- Communication skills
Account Manager-China HNW
StoneX Group —London
- Full-time
- Bilingual
- Management
- Sales
Scrutiny Business Manager
Surrey County Council —Reigate
- From £63,823 a year
- Hybrid work
- Analysis skills
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
9d
Senior Manager - Financial Services (Investment Management & Wealth), Programme Leadership, Human Capital
Deloitte —London
- Hybrid work
- Azure
- AWS
- Project management
Director, Asset Servicing – Investment Management & Wealth
Deloitte —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Senior Project Manager
Morningstar —London
- £59,400.00 - £82,866.66 a year
- Full-time
- Hybrid work
- Project management
- Financial services
- Communication skills
4d
Grant Manager - Fidelity UK Foundation
Fidelity International —Cannon Street Station
- £47,000 - £53,000 a year
- Full-time
- Data analysis skills
- English
- Administrative experience
10d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
6d
Director, Asset Servicing Custody – Investment Management & Wealth
Deloitte —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
SC/Manager, Internal Audit and Change (FS Insurance, Investment Management and Wealth), Technology & Transformation
Deloitte —London
- Hybrid work
- Team management
- Financial services
- Communication skills
Treatment Coordinator
Invisiblebraces4u —Mottingham
- £300 - £450 a day
- Sales
- Free parking
Quick apply
Manager – Senior Manager, FP&A Practitioner, Investment Wealth Management & Real Estate, Business Finance & Controllership
Deloitte —London
- Hybrid work
- Oracle
- Mentoring
Senior Manager - Financial Services (Banking), Programme Leadership
Deloitte —London
- Hybrid work
- Project management
- Contracts
- Agile
Manager - Senior Manager, EPM Practitioner, Investment Wealth Management & Real Estate, Business Finance & Controllership
Deloitte —London
- Hybrid work
- Oracle
- PMP
- Business development
Legal CDD Manager
Regulation and Compliance Office —London
- Up to £40,000 a year
- Full-time
- Analysis skills
- Supervising experience
- Organisational skills
Quick apply
12d
Sr. Customer Solutions Manager, UKI Customer Solutions Management, Field-AGS-UKI-ENT-CS
AWS EMEA SARL (UK Branch) —London
- Full-time
- PMP
- Engineering
- Business development
10d

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Wealth Manager

National Westminster Bank PLC -
Guildford

Apply Now

Job details

Permanent | Full-time
£73,800 - £110,700 a year
2 days 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 farleigh, sry

Wealth Manager

Trainee Wealth Manager

Policy and Programme Manager - Health and Wellbeing Strategy

Senior Project Manager - Workday Implementation, Financial Services & Wealth Management Sector

Manager - BCG Vantage - Principal Investors & Private Equity

Account Manager-China HNW

Scrutiny Business Manager

Senior Manager - Financial Services (Investment Management & Wealth), Programme Leadership, Human Capital

Director, Asset Servicing – Investment Management & Wealth

Senior Project Manager

Grant Manager - Fidelity UK Foundation

Trainee Wealth Manager

Director, Asset Servicing Custody – Investment Management & Wealth

SC/Manager, Internal Audit and Change (FS Insurance, Investment Management and Wealth), Technology & Transformation

Treatment Coordinator

Manager – Senior Manager, FP&A Practitioner, Investment Wealth Management & Real Estate, Business Finance & Controllership

Senior Manager - Financial Services (Banking), Programme Leadership

Manager - Senior Manager, EPM Practitioner, Investment Wealth Management & Real Estate, Business Finance & Controllership

Legal CDD Manager

Sr. Customer Solutions Manager, UKI Customer Solutions Management, Field-AGS-UKI-ENT-CS

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

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