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

Wealth Manager
Moneyfarm —London
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
Quick apply
Audit Assistant Manager - Not for Profit
BDO —Gatwick Airport
- Full-time
- Supervising experience
Goldman Sachs Asset & Wealth Management - Alternatives Capital Formation Analyst (Private Equity) - London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Employee assistance programme
13d
Land Manager
Churchill Retirement PLC —Byfleet
- Negotiation
- Employee assistance programme
- Referral programme
17h
Programme Manager
Southwark Council —London
- Full-time
- Communication skills
1d
Surrey and Sussex WorkWell Strategic Programme Manager
Surrey County Council —Reigate
- £63,823 - £70,099 a year
- Travel
- Leadership
- Annual leave
- Employee assistance programme
14d
Investment Manager - AI Trainer - Freelance - 8-20hrs/week - Remote
10x Team —London
- £103 - £180 an hour
- Remote
- IT
- AI
Quick apply
Asset & Wealth Management - Change Management – Analyst - London
Goldman Sachs —London
- Full-time
- Bachelor's degree
- No degree
- Organisational skills
- Employee assistance programme
Head of Product
Xapien —London
- £140,000 - £180,000 a year
- Full-time
- Hybrid work
- Life insurance
Property Manager
Southern Homemove —Sutton
- Full-time
- Computer literacy
- IT
Quick apply
13d
Manager (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —London
- Microsoft Outlook
- English
- Business development
Programme Manager - Affordable Workspace
Islington Council —Islington
- £66,084 - £69,660 a year
- Communication skills
- Employee discount
6d
Global Health Advisory - Analyst
Axmed —London
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Annual leave
- Flexible schedule
Assistant Portfolio Manager
Charles Stanley —London
- Full-time
- Microsoft Office
- Analysis skills
- Financial services
Goldman Sachs Asset & Wealth Management - Customised Fixed Income - Client Portfolio Manager, Associate/Vice-President - London
Goldman Sachs —London
- Full-time
- Sales
- Communication skills
- Employee assistance programme
Senior Manager, Wealth Strategic Advisory – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —London
- Hybrid work
- Mentoring
- Communication skills
Wealth Management Regional Director- South
Barclays —London
- Analysis skills
- Travel
2d
Client Relationship Manager
Partner Capital —Mayfair
- £44,700 - £45,000 a year
- Full-time
- English
- Microsoft Office
- Business development
Quick apply
6d
SEND Placements Coordinator
Surrey County Council —Woking
- From £55,486 a year
- Hybrid work
- Analysis skills
- Organisational skills
- Care plans
- Annual leave
- Employee assistance programme
Sr. Category Manager (BLACK + DECKER)
Stanley Black & Decker —Maidenhead
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Travel
- Employee stock purchase plan
- Annual leave

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wealth manager jobs near sunbury, sry

Wealth Manager

Moneyfarm -
London

Quick apply

Job details

Full-time

Qualifications

Bachelor's degree
Financial services
Communication skills
Certificate in Insurance

Full job description

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.

With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.

Our vision

Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.

Our Core Values:

We’ve built our business on three Principles:

Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.
Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact.

Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.

About the role:

We're looking for a Wealth Manager (level 4 IAD, or equivalent) to join our dedicated Wealth Management Team focused on the Premium & private Segment (customers with investment of £100k +). In this role, you'll be part of a team responsible for providing guidance and building strong relationships with our premium clients, all through remote channels like telephone, video call, chat, and email. Your main goal will be to accompany clients throughout their investment journey, helping them to navigate their financial decisions effectively. You will also be conducting portfolio reviews and using cashflow modelling tools to build plans and help your customers make sense of the financial plans and goals.

Key Responsibilities

- You will be part of the Premium & Private Wealth Management Team, responsible for collaboratively managing and growing the assets of our clients. This involves actively engaging with both new and existing clients through email, phone, and video calls to nurture their portfolios and ensure a consistent, high-quality service experience.
- Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact.
- Act proactively to engage with the client base and achieve agreed-upon targets while maintaining high quality.
- Keep the CRM database (Salesforce) up to date with all client contact.
- Use cashflow modelling tool Cashcalc to prepare cashflows for your clients.
- Conducting portfolio reviews, analysing performance, taking into account the asset breakdown and diversification given the selected level of risk.

As you grow in seniority within the team, further responsibilities are:

- Work closely with other departments on additional projects to help improve overall client experience
- Involvement in content and other business projects within Moneyfarm.

Requirements

Qualifications and Skills:

University degree.
Must have a Level 4 qualification IAD with CISI, CII or equivalent.
You have at least 2 years of experience in a financial services company, either as an adviser or working in a paraplanning role.
Strong interest in commercial activities.
Excellent communication skills, both verbal and written
Ability to build strong relationships with customers, strong customer orientation attitude.

Benefits

- Health Insurance, Wellness plan
- Fee free investments on Moneyfarm platform
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events
- Happy and friendly culture!

Quick apply

Refine Your Search

wealth manager jobs in sunbury, sry

Wealth Manager

Audit Assistant Manager - Not for Profit

Goldman Sachs Asset & Wealth Management - Alternatives Capital Formation Analyst (Private Equity) - London

Land Manager

Programme Manager

Surrey and Sussex WorkWell Strategic Programme Manager

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

Asset & Wealth Management - Change Management – Analyst - London

Head of Product

Property Manager

Manager (Wealth Management & Retail Investments)

Programme Manager - Affordable Workspace

Global Health Advisory - Analyst

Assistant Portfolio Manager

Goldman Sachs Asset & Wealth Management - Customised Fixed Income - Client Portfolio Manager, Associate/Vice-President - London

Senior Manager, Wealth Strategic Advisory – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation

Wealth Management Regional Director- South

Client Relationship Manager

SEND Placements Coordinator

Sr. Category Manager (BLACK + DECKER)

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

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