Wealth manager Work, Jobs in Fawley, Ham (with Salaries)

Associate Client Manager (Trainee Adviser Pathway)
Keyplan Wealth —Brockenhurst
- £24,420 - £31,500 a year
- Full-time
- Hybrid work
- English
- Travel
- Financial services
Quick apply
2d
Learning & Talent Development Co-ordinator
Lockheed Martin Corporation —Havant
- £35,000 - £44,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- Administrative experience
- Employee assistance programme
- Employee discount
Subcontract Programme Manager - Space
Lockheed Martin Corporation —Havant
- £66,000 - £82,000 a year
- Full-time
- Hybrid work
- University
- Travel
- Communication skills
- Employee assistance programme
- Employee discount
Service Delivery Manager – Integrated Logistics Support (ILS)
Lockheed Martin Corporation —Havant
- £62,000 - £78,000 a year
- Full-time
- University
- Leadership
- Communication skills
- Employee assistance programme
- Employee discount
Finance Operation Analyst
Quilter —Southampton
- Full-time
- Communication skills
6d
Transaction Services Manager/Senior Manager
BDO —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Financial Crime Data Analyst
Quilter —Southampton
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
2d
Buildings Consultant
Ageas —Eastleigh
- £40,000 - £60,000 a year
- Full-time
- Hybrid work
- Travel
- Contracts
- School
3d
Audit Assistant Manager
BDO —Southampton
- Full-time
- Supervising experience
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills
6d
HR Manager
Lane Clark & Peacock —Winchester
- Microsoft Office
- Human resources
- Mentoring
- Annual leave
- Employee discount
Distribution Support Team Manager
Quilter —Southampton
- Full-time
- Microsoft Excel
- Management
- Microsoft Office
3d
Ground Integrated Project Team Engineer
Lockheed Martin Corporation —Havant
- £81,000 - £100,500 a year
- Full-time
- University
- Employee assistance programme
- Employee discount
Events Lead
Eight Financial Advice —Whiteley
- £30,000 a year
- Full-time
- Hybrid work
- Employee assistance programme
Quick apply
2d
Succession Planning Process Manager
Quilter —Southampton
- Full-time
- Hybrid work
- Presentation skills
- Contracts
3d
Technology Project Manager
Quilter —Southampton
- Full-time
- Analysis skills
- Project management
- Software development
Lead Cost Analyst
Lockheed Martin Corporation —Havant
- £65,000 - £81,000 a year
- Full-time
- Microsoft Office
- Project management
- University
- Employee assistance programme
- Employee discount
Wealth Planner
Barclays —Bournemouth
- CRM software
- Financial services
- Communication skills
4d
Finance Change Analyst (18 Month FTC)
Quilter —Southampton
- Full-time
- Data analysis skills
- Communication skills
11d
Distribution Support
Quilter —Southampton
- Full-time
- Communication skills
3d

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Associate Client Manager (Trainee Adviser Pathway)

Keyplan Wealth
Brockenhurst

Quick apply

Job details

Full-time
£24,420 - £31,500 a year
2 days ago

Qualifications

Economics
Driving Licence
English
Financial services
Business
Communication skills
Certificate in Insurance

Full job description

Location: Brockenhurst, New Forest (Hybrid: Fixed weekly pattern of office and home working)
Position: Full-time, Permanent
Salary: Competitive, based on experience + benefits & study support

About Us

We are an established, client-focused financial planning practice providing bespoke wealth management, retirement, and tax planning solutions to individuals, families, and businesses. We pride ourselves on delivering a highly personalised, exemplary standard of service and advice.
As part of our continued growth, we are seeking an ambitious and meticulous Associate to work directly alongside the Practice Principal. This position offers a hands-on, comprehensive introduction to the profession, providing a structured pathway to progressing into a fully qualified Financial Adviser role.

The Role

This dual-focus position combines sophisticated administrative management, client relationship care, and technical financial services exposure. Working in close alignment with the Practice Principal, you will ensure that client consultations are seamlessly coordinated, follow-up actions are executed meticulously, and the technical operations of the practice run efficiently.

Working Pattern & Travel:

The position operates on a hybrid structure with a fixed weekly pattern of both office-based and remote working. Because our client base is national, the role requires regular travel to attend face-to-face client meetings alongside the Principal. Consequently, a high degree of professional flexibility is required, including occasional overnight travel within the UK (all business travel expenses are fully covered).

Key Responsibilities:

Consultation & Meeting Support: Accompany the Principal to client meetings across the UK, acting as a professional secondary representative, capturing comprehensive technical notes, and documenting clear action points.

Client & Provider Liaison: Act as a key point of contact for clients and product providers, managing complex administrative workflows and resolving queries efficiently.

Professional Correspondence: Draft high-quality, bespoke follow-up communications, client letters, and summaries of financial recommendations.

Technical Systems Management: Utilise specialised investment tools, platforms, and financial software to gather data, construct basic projections, and support the broader advice process.

Who You Are

This role is ideally suited to an ambitious graduate (holding a degree in Finance, Economics, Business, Law, or a related discipline) or an experienced Financial Services Administrator seeking a definitive, career-track progression.

Aspiration to Advise: A genuine, long-term ambition to develop into a client-facing, fully qualified Financial Adviser.

Professional Adaptability: Comfortable with national travel, fluid schedules, and occasional overnight stays to support widespread client relationships.

Advanced Communication Skills: Impeccable written and spoken English, with the ability to articulate technical financial details clearly and professionally.

Rigorous Attention to Detail: A strong commitment to accuracy and precision in financial administration and data management.

Qualifications & Requirements

- A relevant degree OR solid experience within a UK wealth management or financial services environment.
- A full UK driving licence and a willingness to travel nationally are essential.
- Existing CII/PFS professional qualifications are not a prerequisite for application.
- Commitment to Professional Development: A dedicated willingness to study for industry-recognised qualifications (such as the CII Diploma in Regulated Financial Planning) in your own time is essential to facilitate career progression.

What We Offer

- Direct mentorship and daily exposure to an experienced Practice Principal.
- A transparent, structured career roadmap from Associate to Adviser.
- Comprehensive study support (covering examination fees and study materials) upon successful completion of the probationary period.
- A professional working environment in Brockenhurst, complemented by a structured hybrid working routine.

Job Type: Full-time

Pay: £24,420.00-£31,500.00 per year

Work Location: Hybrid remote in Brockenhurst (Hampshire)

Quick apply

Refine Your Search

wealth manager jobs in fawley, ham

Associate Client Manager (Trainee Adviser Pathway)

Learning & Talent Development Co-ordinator

Subcontract Programme Manager - Space

Service Delivery Manager – Integrated Logistics Support (ILS)

Finance Operation Analyst

Transaction Services Manager/Senior Manager

Financial Crime Data Analyst

Buildings Consultant

Audit Assistant Manager

Wealth Planning Team Leader - Wealth Management

HR Manager

Distribution Support Team Manager

Ground Integrated Project Team Engineer

Events Lead

Succession Planning Process Manager

Technology Project Manager

Lead Cost Analyst

Wealth Planner

Finance Change Analyst (18 Month FTC)

Distribution Support

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