1,516

Wealth Management jobs in United Kingdom

Investment Administration: Trainee to Manager

Quilter plc

Highgate
On-site
GBP 24,000 - 30,000
2 days ago
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Relationship Manager

Clearstream London Limited CLL

City of Westminster
On-site
GBP 60,000 - 80,000
Today
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Investment Broker

Prestige Gold Solutions

City of Westminster
On-site
GBP 25,000 - 30,000
Today
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Financial Services Admin

JUICE RECRUITMENT

Bath
Hybrid
GBP 60,000 - 80,000
Yesterday
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Wealth Management Team Lead

IDEX Consulting Ltd

Leeds
Remote
GBP 60,000 - 80,000
Yesterday
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Paraplanner

Clayton Davies

Manchester
On-site
GBP 38,000 - 45,000
Yesterday
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Transport & Infrastructure - Investment Banking Analyst

Rothschild & Co

Greater London
On-site
GBP 50,000 - 70,000
Yesterday
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Corporate lawyer 5+ years’ PQE LONDON

Farrar Levin Legal Recruitment

Greater London
On-site
GBP 70,000 - 90,000
Yesterday
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Closures Executive (6 month FTC)

Close Brothers Group

England
On-site
GBP 60,000 - 80,000
2 days ago
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Wealth Planning Coordinator – Client-Focused & Detail-Driven

Matrix Capital Limited

Shrewsbury
On-site
GBP 25,000 - 35,000
2 days ago
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Senior Administrator

Jobswipe Premium

City of Westminster
On-site
GBP 30,000 - 40,000
2 days ago
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Client Team Associate, Wealth Management

Rothschild & Co

Greater London
On-site
GBP 40,000 - 55,000
6 days ago
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Senior Business Financial Analyst

JSS Transform

City Of London
Hybrid
GBP 60,000 - 80,000
Today
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Protection Specialist

IBA

England
Hybrid
GBP 30,000 - 100,000
Today
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Financial Advisor

Tate

Burton End
On-site
GBP 60,000 - 80,000
Today
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Founder & CEO - The AI Insurance Protocol

Story Terrace Inc.

Greater London
Remote
GBP 60,000 - 80,000
Yesterday
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Client Services Consultant

CareerStone

England
Hybrid
GBP 30,000 - 40,000
Yesterday
Be an early applicant

Head of Fund Services, Board Director, Wealth Management

Logan Sinclair Ltd

Southampton
On-site
GBP 120,000 - 180,000
Yesterday
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Legal Counsel

Beacon Legal

England
On-site
GBP 70,000 - 90,000
Yesterday
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T24 Developer

Red - The Global SAP Solutions Provider

Greater London
Hybrid
GBP 60,000 - 80,000
Yesterday
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Founder & CEO - The AI Insurance Protocol

Founders Factory

Greater London
On-site
GBP 60,000 - 80,000
Yesterday
Be an early applicant

Senior Compliance Manager

Clayton Davies

England
Hybrid
GBP 90,000
Yesterday
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Dispute Resolution Solicitor / Legal Executive

Reflect Recruitment Group

Lincoln
On-site
GBP 100,000 - 125,000
Yesterday
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IFA Operations & Client Experience Specialist

Ascot Lloyd

Portishead
On-site
GBP 60,000 - 80,000
2 days ago
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Senior Administrator – Financial Services & Client Operations

Jobswipe Premium

City of Westminster
On-site
GBP 30,000 - 40,000
2 days ago
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Investment Administration: Trainee to Manager
Quilter plc
Highgate
On-site
GBP 24,000 - 30,000
Full time
3 days ago
Be an early applicant

Job summary

A leading wealth management firm in the UK seeks an individual to assist investment managers. Responsibilities include preparing client reviews, maintaining portfolio management, and administrative tasks. Full training and access to industry qualifications are provided. The ideal candidate has communication skills, a good understanding of investment management, and familiarity with Microsoft Excel. This role offers a comprehensive benefits package, including private medical insurance and a pension scheme.

Benefits

Health insurance
Pension scheme
Incentive scheme
Holiday: 26 days

Qualifications

  • Good understanding of investment management is beneficial.
  • Experience within financial services is preferable.
  • Experience in a similar role is ideal but not essential.

Responsibilities

  • Opening new accounts and assisting with administrative tasks.
  • Preparing client reviews and producing investment proposals.
  • Assisting with portfolio management once qualified.

Skills

Microsoft Excel
Communication Skills
Independent Worker

Education

Interest in Financial Services
Understanding of Investment Management
Job description
A leading wealth management firm in the UK seeks an individual to assist investment managers. Responsibilities include preparing client reviews, maintaining portfolio management, and administrative tasks. Full training and access to industry qualifications are provided. The ideal candidate has communication skills, a good understanding of investment management, and familiarity with Microsoft Excel. This role offers a comprehensive benefits package, including private medical insurance and a pension scheme.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.