Wealth Manager

2 weeks ago

Guildford, Surrey, United Kingdom Coutts Full time

Join us as a Wealth Manager

We'll look to you to deliver exceptional client service while delivering profitable and sustainable business growthYou'll be managing the investment needs of private banking clients and providing suitable wealth management adviceIn return, you'll achieve excellent exposure and gain the opportunity to make a real impact with your work What you'll do As a Wealth Manager, you'll be managing a small or niche profitable portfolio of the most significant or most complex wealth investment clients, and delivering agreed activity, growth and business targets. You'll also be profiling clients to understand their wealth investment requirements to make sure that the correct client outcomes are achieved. You'll also be: Undertaking the fulfilment of tasks relating to the on boarding and on going due diligence of clients in your portfolioMaking sure all reports, documentation and systems recording are technically accurate, compliant and provide suitable outcomes for the client, while adhering to internal processes and proceduresEnsuring the timely and appropriate resolution of the most ambiguous and complex queries for clients in order to build relationships and deliver a quality serviceCreating and maintaining an environment where private banking colleagues are engaged and motivated to deliver the highest quality customer outcomes and other business objectivesThe skills you'll need We're looking for someone with a successful track record of delivering advice within a regulated environment. You'll have high level knowledge and understanding of private banking and wealth management market place, clients, products and services, along with knowledge of the complex and ever-changing regulatory, legal and tax environment. You'll hold an appropriate qualification in accordance with FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, as well as A CISI Level 4 certificate, or equivalent. And you'll also be professionally qualified to QCF level 6 through the CISI, and hold the PCIAM qualification. You'll also demonstrate: Appropriate investment skills, including expertise in detailed client profiling, risk analysis and asset allocation, as well as being competent in presentingThe ability to articulate current views on the macro-economic environments and financial marketsStrong client relationship management skillsProven competence in discussing advice pricingThe ability to build powerful relationships with internal and external centres of influence

  • Private Wealth Partner

    2 weeks ago

    Guildford, Surrey, United Kingdom Reed Full time

    Private Wealth Partner Location: Guildford Job Type: Full-time Salary: Competitive We are seeking a Wealth Partner to join my clients prestigious firm, offering a unique opportunity to manage high-net-worth client portfolios and provide strategic wealth management advice. This role is ideal for a seasoned professional with a strong track record in...

  • Senior Private Wealth Associate

    2 weeks ago

    Guildford, Surrey, United Kingdom Reed Full time

    Wealth Partner Opportunity at Prestigious FirmLocation: GuildfordJob Type: Full-timeSalary: CompetitiveJoin a renowned firm as a Wealth Partner, taking charge of high-net-worth client portfolios and offering strategic wealth management guidance. This role is perfect for an experienced professional in finance looking to advance to Partner...

  • Wealth Planning Assistant

    2 weeks ago

    Guildford, Surrey, United Kingdom Cameron Kennedy Full time £35,000

    Wealth Planning AdministratorLondonUp to £35kApply (by clicking the relevant button) after checking through all the related job information below.Summary/Job PurposeProvide administrative support to Wealth Planners to help to deliver good client outcomes. Work efficiently and effectively adhering to the Company's processes within the compliance framework....

  • Wealth Planning Assistant

    2 weeks ago

    Guildford, Surrey, United Kingdom Cameron Kennedy Full time £35,000

    Wealth Planning Administrator London Up to £35k Summary/Job Purpose Provide administrative support to Wealth Planners to help to deliver good client outcomes. Work efficiently and effectively adhering to the Company's processes within the compliance framework. Be the first point of contact with the Client Services team and product providers to deliver...

  • Wealth Planning Assistant

    2 weeks ago

    Guildford, Surrey, United Kingdom Cameron Kennedy Full time

    Job DescriptionWealth Planning AdministratorLondonUp to £35kSummary/Job PurposeProvide administrative support to Wealth Planners to help to deliver good client outcomes. Work efficiently and effectively adhering to the Company's processes within the compliance framework. Be the first point of contact with the Client Services team and product providers to...

  • Marketing Manager

    2 weeks ago

    Guildford, Surrey, United Kingdom CV Screen Full time

    Marketing Manager – Wealth Management GuildfordUp to £50,000 + Excellent Prospects CV Screen is recruiting for a Marketing Manager for a well-established Wealth Management company. The role is office based in Guildford and a salary of up to £50,000 is available.ROLE DETAILSYour role as a Marketing Manager will be responsible for working with the Head of...

  • Marketing Manager

    2 weeks ago

    Guildford, Surrey, United Kingdom CV Screen Ltd Full time

    Marketing Manager – Wealth Management Guildford Up to £50,000 + Excellent Prospects CV Screen is recruiting for a Marketing Manager for a well-established Wealth Management company. The role is office based in Guildford and a salary of up to £50,000 is available. ROLE DETAILS Your role as a Marketing Manager will be responsible for working with the...

  • Investment Manager

    2 weeks ago

    Guildford, Surrey, United Kingdom mbf Full time

    Investment Manager - Guildford - Leading Wealth Management OrganisationWe are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients. The role will work alongside a very successful & senior Investment Manager...

  • Partner, Asset Management

    2 weeks ago

    Guildford, Surrey, United Kingdom Gap Talent Full time

    Partner, Asset Management - UK:Our client, a global Top 10 Audit and Advisory firm, is seeking an experienced and driven Partner to join their asset management team:As a Specialist in providing assurance and advisory services to clients across the Wealth and Asset Management industry, you will be responsible for helping Asset Managers and Servicers reduce...

  • Investment Manager

    4 weeks ago

    Guildford, Surrey, United Kingdom Synchronicity Group Full time

    Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team. This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day...

  • Investment Manager

    2 months ago

    Guildford, Surrey, United Kingdom Synchronicity Group Full time

    Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team. This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day...

  • Manager

    7 days ago

    Guildford, Surrey, United Kingdom KM4 Recruitment Group Full time

    Senior Financial Accountant | Guildford | To £70,000 + Benefits Are you an experienced accountant with a passion for financial reporting and a strong technical background? Join our high-profile client as a Senior Financial Accountant and contribute to our continued growth and success. Join a leading provider of accounting and business advisory services,...

  • Digital Marketing Manager

    2 weeks ago

    Guildford, Surrey, United Kingdom CV Screen Full time £35,000

    Digital Marketing Executive – Financial Services CV Screen is recruiting for a Digital Marketing Executive for a well-established Wealth Management company. The role is office based in Guildford and a salary of up to £35,000 is available. Your role as a Digital Marketing Executive you will be responsible for working with the Head of Global Operations and...

  • Paraplanner , Team Leader , Guildford

    2 weeks ago

    Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Job DescriptionThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is...

  • Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordnDepartment: Financial Planning TeamnEmployment Type: Full time, hybrid working.Salary:Competitivewith a superb benefits package.We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Financial Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Financial Planning TeamEmployment Type: Full time, hybrid working.with a superb benefits package.We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.The role involves providing technical research services to the Planners and...

  • Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom MCS Group Full time

    MCS Group are delighted to be working with the UK's leading integrated wealth management and professional services group looking for a paraplanner to join their team in Guildford.The CompanyOur client is the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), they rank...

  • Paraplanner

    2 weeks ago

    Guildford, Surrey, United Kingdom Tate Recruitment Full time

    ParaplannerYou could be just the right applicant for this job Read all associated information and make sure to apply.Location: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk's leading investment management companies...

  • Investment Manager

    1 month ago

    Guildford, UK, Surrey, United Kingdom mbf Full time

    Investment Manager - Guildford - Leading Wealth Management OrganisationWe are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients. The role will work alongside a very successful & senior Investment...

  • Investment Manager

    4 weeks ago

    Guildford, UK, Surrey, United Kingdom mbf Full time

    Investment Manager - Guildford - Leading Wealth Management OrganisationWe are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients. The role will work alongside a very successful & senior Investment...