Wealth manager Work, Jobs in Harlington, Gtl (with Salaries)

Trainee Wealth Manager
First Sentinel Wealth —London
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
3d
Premier Relationship Manager
HSBC Global Services Limited —St Albans
- Full-time
- Customer service
- Communication skills
- Banking
1d
Wealth Manager - International, Asia
National Westminster Bank PLC —London
- £80,600 - £120,900 a year
- Full-time
- Hybrid work
- Customer service
- Business development
- Annual leave
12d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Private Client Relationship Manager
Investec Bank - Experienced Hire —London
- Business development
- Communication skills
- Banking
Investment Team Associate
ROYC Group —London
- Microsoft Powerpoint
- English
- Master's degree
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year
Strutt & Parker - Client Onboarding Analyst
BNP Paribas —London
- Full-time
- Microsoft Word
- Communication skills
- Annual leave
- Employee discount
10d
Portfolio Analyst
Investec —London
- Computer literacy
- Analysis skills
- Presentation skills
Personal Assistant / Team PA – Investment Banking (M&A Advisory) - FTC
Investec Bank - Experienced Hire —London
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
Financial Services - Investigations & Compliance - Manager
EY —London
- Microsoft Powerpoint
- Banking
Investment Manager - AI Trainer - Freelance - 8-20hrs/week - Remote
10x Team —London
- £103 - £180 an hour
- Remote
- AI
Quick apply
Asset & Wealth Management - Change Management – Associate - London
Goldman Sachs —London
- Full-time
- Project management
- Conflict management
- Communication skills
- Employee assistance programme
Wealth Management Commercial Reporting Manager
Barclays —London
- Analysis skills
- Presentation skills
- Mentoring
5d
Associate Manager, Premium & Wealth
Coinbase —London
- £71,600 a year
- AI
- Leadership
Digital Solutions Business Analyst, Wealth and Private Credit
Macquarie Group Limited —London
- Full-time
- Communication skills
- Annual leave
- Work from home
Advice Framework Manager
Lloyds Wealth —London
- £62,000 - £81,500 a year
- Full-time
- Analysis skills
- Annual leave
- Work from home
2d
Associate Relationship Manager
Investec Bank - Experienced Hire —London
- CRM software
- Analysis skills
- Bachelor's degree
11d
2027 Finance Graduate Programme
Schroders —London
- £45,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Analysis skills
- Employee assistance programme
1d
Data Analyst Platformer (entry level)
Havas Group —London
- Full-time
- Hybrid work
- Presentation skills
- Budgeting
- AI
- Employee assistance programme
5d

I want to receive the latest job alerts for wealth manager in harlington, gtl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Trainee Wealth Manager

First Sentinel Wealth
London

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
3 days ago

Benefits

On-site gym
Financial planning services
Company pension
Company events

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Meeting coordination
Microsoft Outlook
Report generation
Sales
Client engagement
Customer service
Stakeholder liaison
Data analysis skills
Administrative support experience
Financial report writing
Microsoft Office Suite
Financial analysis
Administrative experience
Business development
Analysis skills
Organisational skills
Financial services
Customer interaction
Communication skills
Time management

Full job description

Job Summary

We are seeking a motivated and detail-oriented Trainee Wealth Manager to join our financial services team. This entry-level position offers an excellent opportunity to develop foundational skills in wealth management, financial planning, and client relationship management. The role involves supporting senior managers in delivering tailored financial solutions, analysing client data, and assisting with administrative tasks. The ideal candidate will demonstrate strong organisational skills, excellent communication abilities, and a keen interest in the financial sector. This paid position provides valuable industry experience and professional development opportunities within a dynamic environment.

Responsibilities

Assist in preparing comprehensive reports and analysis documents related to client portfolios and financial strategies.
Support the team with analysing financial data to identify trends and opportunities for clients.
Contribute to the development of personalised financial plans by gathering relevant client information.
Maintain organised records of client interactions, transactions, and documentation using Microsoft Office tools such as Word, Excel, and Outlook.
Communicate effectively with clients via email or phone to schedule appointments or provide updates on their financial plans.
Business Development of professional relationships and new potential private clients.
Provide exceptional customer service by addressing client enquiries professionally and promptly.
Help organise meetings, prepare agendas, and take minutes as required for team discussions or client reviews.
Support administrative tasks including data entry, document management, and report writing to ensure smooth workflow operations.

Experience

Previous administrative experience or exposure to financial services is advantageous but not essential; training will be provided.
Strong organisational skills with the ability to manage multiple tasks efficiently.
Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook.
Excellent communication skills—both written and verbal—to effectively liaise with clients and team members.
Analytical skills with the ability to interpret data accurately for report writing and analysis purposes.
Good time management skills to prioritise tasks effectively within a fast-paced environment.
A keen interest in financial planning, wealth management, or related fields is desirable but not mandatory; enthusiasm for learning is essential.
Sales experience or a desire to deal with people is important to excel within this role.

Pay: £30,000.00-£35,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
On-site gym

Work Location: In person

Quick apply

Refine Your Search

wealth manager jobs in harlington, gtl

Trainee Wealth Manager

Premier Relationship Manager

Wealth Manager - International, Asia

Trainee Wealth Manager

Private Client Relationship Manager

Investment Team Associate

Client Service Executive (Investment Management)

Strutt & Parker - Client Onboarding Analyst

Portfolio Analyst

Personal Assistant / Team PA – Investment Banking (M&A Advisory) - FTC

Financial Services - Investigations & Compliance - Manager

Investment Manager - AI Trainer - Freelance - 8-20hrs/week - Remote

Asset & Wealth Management - Change Management – Associate - London

Wealth Management Commercial Reporting Manager

Associate Manager, Premium & Wealth

Digital Solutions Business Analyst, Wealth and Private Credit

Advice Framework Manager

Associate Relationship Manager

2027 Finance Graduate Programme

Data Analyst Platformer (entry level)

I want to receive the latest job alerts for wealth manager in harlington, gtl

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected