Wealth management Work, Jobs in Southampton, Ham (with Salaries)

Wealth Management Administrator
Grove Wealth Management Ltd —Christchurch
- £24,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
Quick apply
6d
Operations Specialist
Simplify Consulting —Southampton
- Up to £90,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Life insurance
Quick apply
3d
Consultant
Simplify Consulting —Southampton
- Up to £90,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Project management
- Agile
- Life insurance
Quick apply
3d
Senior Wealth Planner - Wealth Management
Barclays —Southampton
- Financial services
- Negotiation
Wealth planner - Wealth Management
Barclays —Southampton
Audit Assistant Manager
BDO —Southampton
- Full-time
- Supervising experience
Personal Assistant
Ageas —Eastleigh
- Up to £42,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
3d
Subcontract Administrator
Lockheed Martin Corporation —Havant
- £49,000 - £61,000 a year
- Full-time
- Analysis skills
- Project management
- University
- Employee assistance programme
- Employee discount
12d
Transaction Services Manager/Senior Manager
BDO —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills
Cost Analyst
Lockheed Martin Corporation —Havant
- £51,000 - £64,000 a year
- Full-time
- Employee assistance programme
- Employee discount
Sustainability Reporting Specialist
Ageas —Eastleigh
- £60,000 a year
- Full-time
- Hybrid work
- Accounting
- Communication skills
- School
14d
Finance Operation Analyst
Quilter —Southampton
- Full-time
- Communication skills
Protection Advisor
Carlton Mays —Southampton
- £30,000 - £50,000 a year
- Full-time
- Analysis skills
- In-person
- Negotiation
- Flexitime
- Work from home
Quick apply
Lead Strategic Planning Analyst
Ageas —Eastleigh
- £60,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Agile
- Communication skills
6d
Key Account Director
Brunswick Corporation —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Finance Operations Accountant
Quilter —Southampton
- Full-time
- Analysis skills
- Accounting
- Communication skills
Literature Specialist
Quilter —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
12d
Data Quality Lead
Ageas —Eastleigh
- Up to £85,000 a year
- Full-time
- Azure
- AWS
- IT
10d
Courseware Developer (FTU)
Raytheon —Fareham
- Full-time
- Hybrid work
- Microsoft Office
- Continuous improvement
- SharePoint
- Sick pay

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Wealth Management Administrator

Grove Wealth Management Ltd
Christchurch

Quick apply

Job details

Full-time
£24,000 - £27,000 a year
6 days ago

Benefits

Company pension

Qualifications

Microsoft Word
Microsoft Excel
Management
Salesforce
Microsoft Office
IT
Financial services
Communication skills

Full job description

About Us

Grove Wealth Management is a long established senior partner practice of St. James's Place Wealth Management. We offer a personal, bespoke service to individual and corporate clients. We pride ourselves on delivering tailored financial solutions, ensuring our clients achieve their long-term financial goals. We are seeking a motivated Financial Administrator to join our team in Christchurch, Dorset.

Overview
We are seeking an exceptionally organised and detail-oriented Financial Administrator who is passionate about getting things right first time. This is a fantastic opportunity for a candidate with experience in the wealth management sector.

Duties

Communication with third party providers to submit Letters of Authority and obtain policy information as required by the Advisors.
Financial Record Management: Maintain, update, and manage client financial records efficiently and accurately.
Administrative Support: Provide administrative support to our financial advisers, including document preparation, and data entry.
Reporting: Assist in generating financial reports, client documentation, and meeting file preparation as needed.
Client Liaison: Interact with clients as required, ensuring all communications and queries are handled professionally.
Compliance Support: Help ensure all processes are in line with regulatory requirements and internal policies.

Key Skills & Experience

Proven experience in a financial administration role or similar position.
Attention to Detail: High levels of accuracy are required, particularly when handling financial information.
Excellent Communication Skills: You will be in contact with both clients, external providers and colleagues, so clear and professional communication is vital.
IT Skills: Strong proficiency in Microsoft Office, Salesforce, OneNote, Word and Excel, and familiarity with other financial software (eg, FE Analytics) is beneficial.

Why Join Us?

Immediate start, in person training and online learning provided .
Ongoing training & professional development
A friendly, collaborative and supportive team environment

How to Apply

If you are passionate about financial administration and enjoy data management, please apply now to Grove Wealth Management Ltd.

Please note that a Public Information Identity Check will be undertaken if the position is offered to you. The check confirms identity and establishes any adverse financial records.

Job Type: Full-time

Pay: £24,000.00-£27,000.00 per year

Benefits:

Company pension

Experience:

Wealth Management: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

wealth management jobs in southampton, ham

Wealth Management Administrator

Operations Specialist

Consultant

Senior Wealth Planner - Wealth Management

Wealth planner - Wealth Management

Audit Assistant Manager

Personal Assistant

Subcontract Administrator

Transaction Services Manager/Senior Manager

Wealth Planning Team Leader - Wealth Management

Cost Analyst

Sustainability Reporting Specialist

Finance Operation Analyst

Protection Advisor

Lead Strategic Planning Analyst

Key Account Director

Finance Operations Accountant

Literature Specialist

Data Quality Lead

Courseware Developer (FTU)

I want to receive the latest job alerts for wealth management in southampton, ham

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