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1,481
Wealth Management jobs in Brazil
Financial Planning Administrator
Matrix Capital Limited
Shrewsbury
On-site
GBP 25,000 - 35,000
2 days ago
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Associate Director, Investment Banking - Energy (London (UK), ENG, GB)
Scotiabank
City of Westminster
Hybrid
GBP 100,000 - 150,000
2 days ago
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Software Engineer III- Salesforce- Mid Level
JPMorgan Chase & Co.
City of Westminster
On-site
GBP 50,000 - 70,000
2 days ago
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Asset & Wealth Management - Birmingham - Analyst / Associate - DevOps Engineer
WeAreTechWomen
Birmingham
On-site
GBP 60,000 - 90,000
6 days ago
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15-month FTC / Secondment Opportunity – Business Manager, Wealth Management Marketing (London)
RBC
Greater London
Hybrid
GBP 50,000 - 70,000
7 days ago
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Discover more opportunities than anywhere else. Find more jobs now12-month FTC - Sponsorship Manager, Brand & Citizenship - Wealth Management Marketing
RBC
Greater London
Hybrid
GBP 50,000 - 70,000
7 days ago
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Business Manager - Wealth Management
Premier Jobs UK
United Kingdom
Remote
GBP 60,000 - 70,000
6 days ago
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Associate, Private Wealth at RBC Wealth Management
jobs.jerseyeveningpost.com-job boards
United Kingdom
Hybrid
GBP 60,000 - 80,000
3 days ago
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Connect with headhunters to apply for similar jobsWealth Management - Product Manager - PXD - Birmingham
Goldman Sachs, Inc.
Birmingham
On-site
GBP 60,000 - 80,000
4 days ago
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Asset & Wealth Management - Birmingham - Analyst / Associate - DevOps Engineer
Goldman Sachs Group, Inc.
Birmingham
On-site
GBP 50,000 - 70,000
4 days ago
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Asset & Wealth Management - Birmingham - Analyst / Associate - DevOps Engineer
Goldman Sachs Group, Inc.
Birmingham
On-site
GBP 50,000 - 70,000
4 days ago
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Wealth Management Client Analyst & Portfolio Support
Rothschild & Co
Greater London
On-site
GBP 40,000 - 55,000
6 days ago
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Head of Administration – Wealth Management Leadership
The Thrive Group
Trowbridge
On-site
GBP 40,000 - 60,000
6 days ago
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VP Learning Partner – Elevating Wealth Management Training
JPMorganChase
Greater London
On-site
GBP 85,000 - 120,000
3 days ago
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Global Tax Compliance Lead – Wealth Management
Schroders
City of Westminster
On-site
GBP 60,000 - 80,000
4 days ago
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Asset & Wealth Management Software Engineer (Associate)
Goldman Sachs, Inc.
Birmingham
On-site
GBP 60,000 - 80,000
4 days ago
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Wealth Management Senior Admin | Flexible Hours
Personnel Selection
England
On-site
GBP 34,000 - 40,000
6 days ago
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Senior Administrator - Wealth Management
Personnel Selection
England
On-site
GBP 34,000 - 40,000
6 days ago
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Senior Administrator - Wealth Management
Personnel Selection
Godalming
On-site
GBP 34,000 - 40,000
6 days ago
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UX Designer, Wealth Management Platforms
PowerToFly
Glasgow
On-site
GBP 50,000 - 70,000
6 days ago
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Helpdesk Consultant – Wealth Management (Hybrid)
Hargreaves Lansdown Asset Management Limited
Bristol
Hybrid
GBP 40,000 - 60,000
6 days ago
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Wealth Investment Solutions - Business Risk Head EMEA
Citigroup Inc.
Greater London
On-site
GBP 100,000 - 150,000
5 days ago
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Financial Planning Administrator
Matrix Capital Limited
Shrewsbury
On-site
GBP 25,000 - 35,000
Full time
2 days ago
Be an early applicant
Job summary
A financial advisory firm in Shrewsbury is seeking an experienced professional to support client management and financial planning. The role requires coordinating client meetings, processing business submissions, and maintaining financial records. Ideal candidates will have at least 2 years of experience in wealth management, proficiency in Microsoft Office, and strong communication skills. The firm prides itself on providing high-quality, personalized client service and seeks team players passionate about delivering results.
Qualifications
- Minimum of 2 years' experience in wealth management or financial administration.
- Strong understanding of financial planning, pensions, and investment products.
- Proficient in using financial planning software and tools.
Responsibilities
- Schedule and coordinate client meetings.
- Process new business submissions ensuring compliance.
- Maintain and update CRM and financial planning records.
- Act as the first point of contact for client queries.
- Prepare client review reports and recommendation documents.
Skills
Interpersonal skills
Organisational skills
Attention to detail
Communication skills
Teamwork
Education
A level 3 qualification or willingness to study
Tools
Microsoft Office
O&M
Morningstar
SelectAPension
Cashcalc
Voyant
Job description
- Schedule and coordinate client meetings.
- Process new business submissions, ensuring compliance and accurate documentation.
- Maintain and update CRM and confidential financial planning records.
- Act as the first point of contact for client queries and liaise with third-party providers.
- Prepare client review reports and recommendation documents.
- Manage letters of authority, policy information requests, fund switches, and transfers.
- Support marketing, projects, client communications, and general office administration.
You are organised, proactive, and professional, with a passion for delivering high‑quality work in a fast‑paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results. Ideally, a minimum of 2 years' experience in wealth management, financial planning or financial administration. - Strong understanding of financial planning, pensions, investments and protection products.
- Excellent administrative and organisational skills with high attention to detail.
- Proficient in Microsoft Office (Word, Excel, Outlook).
- Strong written and verbal communication skills.
- A sound understanding of compliance.
- Experience of using platforms and financial planning software.
- Experience with tools such as O&M, Morningstar, SelectAPension, and financial platforms (e.g., Quilter, Transact, 7IM).
- Familiarity with cashflow modelling tools (Cashcalc, Voyant).
- Prior experience producing pension/investment illustrations and suitability letters.
- A level 3 qualification or a willingness to study for professional qualifications.
- Full driving licence.
We are a small agile team of professionals but with a big reach. We have been privileged to receive many awards, including the STEP Financial Advisor Team of the Year. We were also exclusively appointed by NS&I to provide professional advice to the monthly £1m Premium Bonds Jackpot winners. - Our small team of highly qualified professionals are passionate about providing a high quality, responsive and personalised service which is entirely driven by the needs of our clients. We pride ourselves on being a safe pair of hands.
* 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.