Wealth manager Work, Jobs in Wales (with Salaries)

Investment Managers Assistant
Charles Stanley —Cardiff
- Part-time
- Administrative experience
- Continuous improvement
- Organisational skills
13d
Director, Wealth Manager
Royal Bank of Canada —Cardiff
- Full-time
- Business development
- Team management
- Financial services
1d
External Engagement, Events and Conferencing Co-ordinator
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Weekend availability
- University
- Organisational skills
- Communication skills
- Annual leave
Trainee Clinical Scientist (Magnetic Resonance Physics)
Swansea Bay University Health Board —Swansea
- £40,559 - £48,841 a year
- Full-time
- Doctoral degree
- Master's degree
- Travel
12d
Openings Support Manager
Hickory's Smokehouse —Cardiff
- Up to £35,000 a year
- Full-time
- Restaurant management
- Team management
- Mentoring
- Health & wellbeing programme
- Employee discount
Quick apply
Data Researcher
S&P Global —Cardiff
- Data analysis skills
- Analysis skills
- Data entry
- Annual leave
- Employee discount
12d
Senior Planner
AmcoGiffen —Llantrisant
- £65,000 - £75,000 a year
- Full-time
- Civil engineering
- Data analysis skills
- Analysis skills
- Annual leave
- Life insurance
Quick apply
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Supervising experience
- Team management
- Organisational skills
- Employee discount
Endoscopy Booking Co-ordinator
Swansea Bay University Health Board —Swansea
- £26,813 - £27,890 a year
- Part-time
- University
- Discharge planning
- Organisational skills
5d
Technician Demonstrator in Print and Textile Design and Production
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Communication skills
- School
- Annual leave
Data Operations Manager
S&P Global —Cardiff
- Analysis skills
- Continuous improvement
- Team management
- Annual leave
- Employee discount
14d
Orders Drafting Coordinator
Welsh Assembly Government Communication Centre Home —Wales
- £30,754 - £34,997 a year
- Full-time
- Hybrid work
7d
Regional General Manager
Travel Associates —Victoria
- Full-time
- Sales
- Team management
- Mentoring
- Employee assistance programme
- Employee discount
6d
Student Recruitment Graduate Assistant
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Weekend availability
- University
- Presentation skills
- Travel
- Annual leave
Consultant Neurophysiologist
Swansea Bay University Health Board —Swansea
- £114,099 - £166,585 a year
- Full-time
- Paediatrics
- Telemetry
- School
Rugby Development Apprenticeship Programme
The Welsh Rugby Union —Cardiff
- £12,515 a year
- Weekend availability
- Hybrid work
- Marketing
- University
- Free parking
- Employee assistance programme
Corporate Tax Manager
Kilsby Williams Chartered Accountants —Newport
- Hybrid work
- Tax experience
Technician Demonstrator in Programmable and Digital Technologies
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Part-time
- Communication skills
- School
- Annual leave
University Tennis Coordinator
Cardiff Metropolitan University —Cardiff
- £26,707 - £27,319 a year
- Part-time
- University
- No degree
- School
- Annual leave
1d
Technologist
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Business development
- Continuous improvement
- Travel
- Annual leave

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Investment Managers Assistant

Charles Stanley -
Cardiff

Apply Now

Job details

Part-time
13 days ago

Qualifications

Investment
Suitability report preparation
Stakeholder liaison
Administrative support experience
Internal department liaison
Administrative experience
Continuous improvement
Organisational skills
Financial services
Communication skills
A Level
Client onboarding compliance checks

Full job description

About the Role:

We are looking for a highly organised and proactive Investment Manager's Assistant to join our successful and growing Investment Management team on a Part Time basis.

This is an excellent opportunity for an administrative professional who enjoys working in a fast-paced, client-focused environment and is interested in the world of investments and wealth management. Supporting a small but busy team of Investment Managers, you will play a vital role in ensuring the smooth day-to-day running of client portfolios and delivering an outstanding service experience.

As a key member of the team, you will provide comprehensive administrative support, manage client records, coordinate account administration, and liaise with both clients and internal departments. While you will be involved in supporting client relationships, this is primarily an administration-focused role and does not involve regulated investment activity.

What You'll Be Doing:

Providing high-quality administrative support to a team of Investment Managers.
Assisting with the opening, maintenance, and closure of client accounts, including the collection of AML documentation.
Maintaining accurate and up-to-date client records and documentation.
Supporting the preparation and administration of client suitability reports.
Acting as a point of contact for client queries and communications.
Liaising with professional intermediaries including solicitors and accountants.
Monitoring the progress of new investments and resolving administrative issues where required.
Coordinating cash movements and payments with internal operational teams.
Ensuring client files are managed accurately and in accordance with regulatory requirements.
Supporting new business opportunities by ensuring all documentation is completed and processed efficiently.
Assisting with occasional project work, including KYC and client review exercises.
Identifying opportunities to improve team processes and administrative efficiency.

You will bring:

Previous experience in an administrative role, ideally within investment management, wealth management, financial services, or a similar professional services environment.
Excellent written and verbal communication skills.
Strong organisational skills with the ability to prioritise competing demands.
High levels of accuracy and attention to detail.
A proactive approach to problem-solving and continuous improvement.
Strong numerical skills and confidence handling financial information.
A collaborative and flexible approach to teamwork.
A positive, enthusiastic, and professional attitude.

Qualifications & Experience:

GCSEs (or equivalent) including Maths and English.
A Levels or further education qualifications are desirable.
An industry-recognised qualification, such as the Investment Operations Certificate (IOC) , would be advantageous but is not essential.
A general understanding of investment management, financial markets, or investment operations would be beneficial.

Why Join Us?

Opportunity to work alongside experienced Investment Managers within a respected wealth management environment.
Exposure to a wide range of clients and investment portfolios.
Supportive team culture with opportunities for professional development.
Competitive salary and benefits package.
A varied and rewarding role where your contribution makes a genuine difference to the client experience.

Apply Now

Refine Your Search

wealth manager jobs in wales

Investment Managers Assistant

Director, Wealth Manager

External Engagement, Events and Conferencing Co-ordinator

Trainee Clinical Scientist (Magnetic Resonance Physics)

Openings Support Manager

Data Researcher

Senior Planner

Client Services Manager

Endoscopy Booking Co-ordinator

Technician Demonstrator in Print and Textile Design and Production

Data Operations Manager

Orders Drafting Coordinator

Regional General Manager

Student Recruitment Graduate Assistant

Consultant Neurophysiologist

Rugby Development Apprenticeship Programme

Corporate Tax Manager

Technician Demonstrator in Programmable and Digital Technologies

University Tennis Coordinator

Technologist

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