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

Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
10d
Audit Resourcing Assistant
BDO —Guildford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
New Business Senior Manager
BDO —Guildford
- Full-time
- Business development
Tax Audit and Accounting Group, Assistant Manager
BDO —Gatwick Airport
- Full-time
- Mentoring
- Leadership
- Tax experience
Store Manager - Rodd & Gunn
Rodd&Gunn UK Ltd —Guildford
- £32,000 - £35,000 a year
- Management
- Sales
- Merchandising
- Employee discount
Quick apply
Audit Stream Learning and Development - US Curriculum Lead
BDO —Reading
- Full-time
- Management
- Travel
- Communication skills
Business Tax Assistant Manager - Gatwick or Guildford
BDO —Guildford
- Full-time
- Mentoring
- Leadership
- Tax experience
Business Coordinator
BDO —Gatwick Airport
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- IT
HR Services Associate - 12 month FTC
BDO —Gatwick Airport
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Children's Advanced Social Worker Family Safeguarding
Surrey County Council —Woking
- £54,464 - £57,864 a year
- Travel
- Relocation assistance
- Annual leave
Sales Co-ordinator
SIG Roofing —Wokingham
- Sales
- Customer service
- IT
- Employee discount
Transaction Services Manager/Senior Manager
BDO —Reading
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Head of Markets Activation
BDO —Reading
- Full-time
- Sales
Audit Assistant Manager - Not for Profit
BDO —Gatwick Airport
- Full-time
- Supervising experience
Senior Administrative Assistant
Hampshire County Council —Alton
- £25,186 - £26,244 a year
- Microsoft Outlook
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Strategic OD Consultant
Surrey County Council —Reigate
- From £63,823 a year
- Hybrid work
- Analysis skills
- Annual leave
- Employee assistance programme
Senior Registration Officer
Surrey County Council —Guildford
- £34,660 - £36,943 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Travel
- Annual leave
- Employee assistance programme
5d
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
Audit Quality - Corporate Reporting Advisory Senior Manager
BDO —Reading
- Full-time
- Accounting
- Communication skills

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wealth manager jobs near godalming, sry

Wealth Manager

National Westminster Bank PLC -
Guildford

Apply Now

Job details

Permanent | Full-time
£73,800 - £110,700 a year
10 days ago

Benefits

Annual leave
Company pension

Qualifications

Financial planning
Pension
Business development
Risk analysis

Full job description

Closing date for applications: 30/07/2026

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 godalming, sry

Wealth Manager

Audit Resourcing Assistant

New Business Senior Manager

Tax Audit and Accounting Group, Assistant Manager

Store Manager - Rodd & Gunn

Audit Stream Learning and Development - US Curriculum Lead

Business Tax Assistant Manager - Gatwick or Guildford

Business Coordinator

HR Services Associate - 12 month FTC

Children's Advanced Social Worker Family Safeguarding

Sales Co-ordinator

Transaction Services Manager/Senior Manager

Head of Markets Activation

Audit Assistant Manager - Not for Profit

Senior Administrative Assistant

Financial Planner - Surrey

Strategic OD Consultant

Senior Registration Officer

Policy and Programme Manager - Health and Wellbeing Strategy

Audit Quality - Corporate Reporting Advisory Senior Manager

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

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