Wealth manager Work, Jobs in Stoke On Trent, Sts (with Salaries)

Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Data entry
- IT
- Financial services
Telesales Account Manager-(office based)
Chadwell Telecom —Telford and Wrekin
- £32,000 - £68,000 a year
- Full-time
- Organisational skills
- In-person
- Free parking
- Annual leave
Quick apply
2d
HR Shared Services Administrator - 12 month FTC
Dechra Pharmaceuticals PLC —Northwich
- £30,000 - £33,000 a year
- Microsoft Excel
- Oracle
- Customer service
- Employee assistance programme
13d
Regional Account Manager - North West England
Amgen —Stoke-on-Trent
- Sales
- Analysis skills
- Travel
Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
10d
Acorns Nursery Manager
Storal —Stoke-on-Trent
- Up to £40,000 a year
- Full-time
- Leadership
- Communication skills
- School
- Employee discount
- Sick pay
Quick apply
Flexi Area Nursery Support Practitioner Stoke On Trent
Storal —Stoke-on-Trent
- £16 an hour
- Full-time
- Childcare
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Data entry
- IT
- Financial services
13d
Digital Manager (Shopify/PPC/SEO)
Shadow Foam Limited —Winsford
- £26,000 - £32,000 a year
- Full-time
- Sales
- Customer service
- In-person
- Annual leave
Quick apply
Software Tester, Martech
bet365 —Stoke-on-Trent
- Full-time
- Hybrid work
- Software development
- APIs
- AI
Quick apply
Freelance Supervising Social Workers for Assessments
Family Care Group —Stafford
- Part-time
- No experience needed
Technical Delivery Lead
Dechra Pharmaceuticals PLC —Northwich
- £90,000 - £95,000 a year
- Project management
- Travel
- Agile
- Employee assistance programme
IT Engineering Manager
bet365 —Stoke-on-Trent
- Full-time
- IT
Quick apply
Software Product Development Manager
bet365 —Stoke-on-Trent
- Full-time
- Continuous improvement
- AI
Quick apply
8d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
Supervising Social Worker - Fostering
Family Care Group —Dunston
- £34,200 - £42,200 a year
- Weekend availability
- No experience needed
- Master's degree
- Bachelor's degree
- Employee assistance programme
2d
Virtual Area Sales Manager - Distribution
Schneider Electric —Telford
- Full-time
- Remote
- Microsoft Outlook
- Sales
- English
- Annual leave
- Life insurance
SIPP Governance & Risk Oversight Executive (12 month FTC)
TrinityBridge —Northwich
1d
Technical Lead, Verification
bet365 —Stoke-on-Trent
- Full-time
- Hybrid work
- Computer Science
- SQL
- Bachelor's degree
Quick apply
Maintenance Engineer, Electrical
bet365 —Stoke-on-Trent
- Full-time
- Engineering
- Electrical Engineering
- Communication skills
Quick apply

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wealth manager jobs near stoke on trent, sts

Client Data Administrator (12 month FTC)

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract

Qualifications

Data entry
IT
Financial services
Communication skills

Full job description

Team member of the overall Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible - for the maintenance of client data on TrinityBridge (and partner) party systems.

The overall Client Onboarding and Data Maintenance team is driven by Front Office (who verify instruction and liaise with our clients), with the Data Maintenance team responsible for validation of instruction, accurate and timely data input and managing workflows. Complete and error-free input will be essential to maintaining strong client relationships.

Key Responsibilities

Accurate and timely validation of client instruction and processing of client static data changes including, but not limited to, change of address, change of bank details, regular payments set up, ongoing fee amendments and online access maintenance.
Daily interaction with internal (and partner) systems adhering to applicable SLAs and workflow management
Adherence to all departmental procedures
Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively
Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures
Assist the Operational Risk and Service Management Teams in the resolution of queries
Participation in the Appraisal and Development Scheme
To inform Line Manager of areas of concern and issues that may arise.
Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).

Regulatory responsibilities ¦ Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms.’
High levels of accuracy and attention to detail
Ability to work quickly and accurately within very tight deadlines, and prioritise effectively
Good team player with the ability to work on own initiative and willing to respond to varying requests
Flexibility and availability to work overtime during peak workload periods
Excellent communication skills (written and verbal)
IT proficiency
Proactive nature to gain efficiencies
Previous data entry and paperwork checking experience desirable.
Previous customer/client service experience would be an advantage.

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

The Company

At TrinityBridge we are all connected by our mission to be a leading UK Wealth Manager, growing trusted client relationships that last for generations.

This strategic clarity provides our people with clear goals and objectives so that everyone understands the role that they play, and how they contribute to our success.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in our people and provide an environment where they can bring their whole selves, explore new opportunities and thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for their wellbeing.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected] .

Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Apply Now

Refine Your Search

wealth manager jobs in stoke on trent, sts

Client Data Administrator (12 month FTC)

Telesales Account Manager-(office based)

HR Shared Services Administrator - 12 month FTC

Regional Account Manager - North West England

Graduate Financial Planning Programme 2026

Acorns Nursery Manager

Flexi Area Nursery Support Practitioner Stoke On Trent

Financial Services Operations Administrator

Digital Manager (Shopify/PPC/SEO)

Software Tester, Martech

Freelance Supervising Social Workers for Assessments

Technical Delivery Lead

IT Engineering Manager

Software Product Development Manager

Paraplanner

Supervising Social Worker - Fostering

Virtual Area Sales Manager - Distribution

SIPP Governance & Risk Oversight Executive (12 month FTC)

Technical Lead, Verification

Maintenance Engineer, Electrical

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