Wealth manager Work, Jobs in Horsham, Wsx (with Salaries)

Assistant Portfolio Manager
Charles Stanley —Guildford
- Full-time
- Analysis skills
- Communication skills
- Analytics
Proposition Manager
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- No degree
Policy and Programme Manager - Health and Wellbeing Strategy
Surrey County Council —Reigate
- £55,486 - £60,898 a year
- Hybrid work
- Leadership
- Annual leave
- Employee assistance programme
Graduate Scheme – Wealth Management Administrator
RGH‑Global Limited —Brighton
- Full-time
- Hybrid work
- CRM software
- Communication skills
- Marketing
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
5d
Wealth Operations Manager
The Progeny Group Limited —Worthing
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Computer skills
Quick apply
3d
Opportunities for Growth Manager
Surrey County Council —Reigate
- From £55,485 a year
- Team management
- Travel
- Mentoring
- Annual leave
- Employee assistance programme
2d
Senior Compliance Manager
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Team management
- Leadership
Lead Assessment and Income Manager
Surrey County Council —Woking
- £63,823 a year
- Hybrid work
- Continuous improvement
- Budgeting
- Training & development
- Annual leave
- Employee assistance programme
Regional Operations Manager
General All-Purpose Plastics (GAP) Ltd —Whyteleafe
- Up to £45,000 a year
- CRM software
- Management
- Sales
Quick apply
2d
Data Delivery Manager
Ageas —Reigate
- Full-time
- Hybrid work
- School
Investment Marketing Specialist
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Financial services
- Communication skills
3d
Senior Quality Manager
Surrey County Council —Woking
- £55,486 - £60,898 a year
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Team management
- Annual leave
- Employee assistance programme
4d
IT Problem Manager
Surrey County Council —Reigate
- £55,486 - £60,898 a year
- Hybrid work
- Analysis skills
- Continuous improvement
- Communication skills
- Annual leave
- Employee assistance programme
5d
Senior Pension Administrator
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Communication skills
3d
Systems Development and Training Officer
Surrey County Council —Reigate
- £42,958 - £46,624 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- SharePoint
- Agile
- Annual leave
- Employee assistance programme
12d
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Paraplanner
Benchmark Capital —Horsham
- Full-time
- Writing skills
- Mentoring
- Communication skills
SEND Tribunals and Complaints Service Manager
Surrey County Council —Woking
- From £73,317 a year
- Travel
- Annual leave
- Employee assistance programme
13d
Head of Highways Maintenance and Management
Cambridgeshire County Council —Weald
- £81,056 - £87,390 a year
- Civil engineering
- Management
- Maintenance
- Annual leave
- Employee discount
5d

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wealth manager jobs near horsham, wsx

Assistant Portfolio Manager

Charles Stanley -
Guildford

Apply Now

Job details

Full-time

Qualifications

Investment
Financial analysis
Analysis skills
Investment analysis in financial services industry
Communication skills
Analytics

Full job description

About the Role:

We're looking for an Assistant Portfolio Manager to join our Investment Management team and support the delivery of high-quality investment solutions for private clients.

Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients. You'll play an important role in portfolio monitoring, investment implementation, client reporting and investment research, helping to ensure portfolios remain aligned with client objectives and investment strategies.

This is an excellent opportunity for someone with investment management experience who is looking to further develop their portfolio management expertise and build a long-term career in wealth management.

Please note that this role does not hold discretionary investment authority and is not a Certified Function under SMCR.

What You'll Be Doing:

Support Investment Managers in the management of discretionary and advisory client portfolios.
Assist with portfolio reviews, suitability assessments and investment proposals.
Help implement and maintain portfolio models, ensuring client portfolios remain aligned with agreed investment strategies.
Monitor portfolio exceptions and support the preparation of investment and trading rationales.
Conduct portfolio analysis and provide market, economic and investment commentary to support decision-making.
Assist with client reporting, tax planning opportunities and investment documentation.
Maintain records supporting investment decisions, due diligence activities and model governance.
Work collaboratively with colleagues across the business to deliver excellent client service and outcomes.
Ensure all activities are conducted in line with regulatory requirements, internal policies and risk management standards.

What We're Looking For:

Experience & Qualifications

We're interested in hearing from candidates who can demonstrate some or all of the following:

Experience within investment management, portfolio management or investment support.
Progress towards, or completion of, a relevant professional qualification such as CISI Level 4 or equivalent.
Understanding of portfolio construction, asset allocation and investment markets.
Experience supporting private client portfolios would be beneficial.

Knowledge & Skills

Strong analytical and numerical skills with excellent attention to detail.
Good understanding of investment processes, client suitability requirements and regulatory frameworks.
Strong communication and relationship-building abilities.
Well organised, adaptable and able to manage multiple priorities effectively.
Proficiency in Microsoft Office, particularly Excel, and confidence working with investment research and market data systems.
A proactive, collaborative and client-focused approach.
Genuine interest in financial markets and investment management.

Apply Now

Refine Your Search

wealth manager jobs in horsham, wsx

Assistant Portfolio Manager

Proposition Manager

Policy and Programme Manager - Health and Wellbeing Strategy

Graduate Scheme – Wealth Management Administrator

Client Support Executive

Wealth Operations Manager

Opportunities for Growth Manager

Senior Compliance Manager

Lead Assessment and Income Manager

Regional Operations Manager

Data Delivery Manager

Investment Marketing Specialist

Senior Quality Manager

IT Problem Manager

Senior Pension Administrator

Systems Development and Training Officer

Financial Planner

Paraplanner

SEND Tribunals and Complaints Service Manager

Head of Highways Maintenance and Management

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