234 Wealth Management jobs in the United Kingdom

About the Opportunity
We are partnering with a respected wealth management and financial planning firm to recruit a motivated graduate to join as a Trainee. This is an excellent opportunity to develop a career in wealth management, gaining exposure to financial planning, investment advice, and client relationship management.

The Role
As a Graduate Trainee, you will support advisers and planners in delivering tailored financial advice to clients. You will gain insight into investment management, pensions, retirement planning, and tax-efficient strategies, while working towards recognised industry qualifications.

Key Responsibilities

Supporting financial planners in preparing client reports and recommendations

Conducting research and analysis across investments, pensions, and protection products

Assisting with client meetings and maintaining accurate records

Learning compliance and regulatory requirements within wealth management

Building knowledge of financial markets and planning strategies

Candidate Profile

Graduate with a strong academic background (finance, economics, or related fields desirable, but all considered)

Strong numerical and analytical skills

Excellent communication and interpersonal ability

High attention to detail and organisational skills

Interest in pursuing a career in financial planning/wealth management

Motivated to work towards professional qualifications (e.g. Diploma in Regulated Financial Planning, Chartered status in the long term)

What’s on Offer

Competitive salary with clear progression path

Full professional study support (CII or equivalent)

Hands-on training and mentoring from experienced advisers

Exposure to a wide client base across financial planning and investment advice

Long-term career development opportunities in a growing firm

• Conduct comprehensive research and analysis of global financial markets, economic trends, and investment opportunities.
• Evaluate various asset classes, including equities, fixed income, alternatives, and derivatives.
• Develop and maintain financial models to forecast market performance and assess investment risks.
• Provide strategic recommendations for portfolio construction and asset allocation to portfolio managers and advisors.
• Prepare detailed investment reports, presentations, and market commentaries for internal and external stakeholders.
• Monitor portfolio performance, identify deviations from strategy, and recommend corrective actions.
• Conduct due diligence on investment products and fund managers.
• Stay current with regulatory changes and industry best practices impacting wealth management.
• Collaborate with relationship managers to understand client needs and tailor investment solutions.
• Contribute to the firm's investment committee meetings and strategy discussions.

• Master's degree in Finance, Economics, or a related quantitative field.
• CFA charterholder or progress towards the charter is highly desirable.
• Minimum of 5 years of relevant experience in investment analysis, portfolio management, or wealth management.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• In-depth knowledge of diverse investment products and strategies.
• Strong understanding of macroeconomic principles and their impact on financial markets.
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv Eikon) and analytical software.
• Ability to work independently and as part of a collaborative team in a fast-paced environment.
• High level of attention to detail and commitment to accuracy.

• Provide comprehensive financial planning advice, including investment planning, retirement planning, tax planning, and estate planning.
• Assess clients' financial situations, needs, and goals through in-depth consultations.
• Develop and present personalised financial strategies and investment recommendations.
• Build and maintain strong, long-term relationships with new and existing clients.
• Manage client portfolios, conducting regular reviews and making necessary adjustments.
• Stay up-to-date with market trends, financial products, and regulatory changes.
• Ensure all advice and recommendations comply with regulatory requirements (e.g., FCA).
• Achieve and exceed individual sales and business development targets.
• Collaborate with internal specialists to offer holistic financial solutions.
• Maintain accurate and up-to-date client records and documentation.
• Represent the firm professionally and uphold its values at all times.

• Relevant professional qualifications such as CII Diploma in Financial Planning (or equivalent) is essential; Chartered status (e.g., CFP, APFS) is highly desirable.
• Minimum of 5 years of experience in financial advisory or wealth management roles.
• Proven track record of successfully managing client relationships and achieving sales targets.
• In-depth knowledge of investment products, retirement planning, and taxation.
• Strong understanding of financial markets and economic conditions.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build trust and rapport with clients.
• Proficiency in financial planning software and CRM systems.
• A client-centric approach and a commitment to ethical conduct.
• Full UK driving licence and willingness to travel to meet clients as needed.

P/T PERMANENT WEALTH MANAGEMENT ADMINISTRATOR – OLNEY – 30-35K pro-rota

A great opportunity has arisen to work for a family business based in Olney, where they are big enough to cope but small enough to care.  They have a great client base and due to expansion are looking for an administrator to join their team.

Daily duties are likely to involve:-

• Answering the phones and general administration
li>Processing letters of authority/new business
• Providing support to the advisers
• Take part in meetings with providers
• Take responsibility for preparing and maintaining detailed client files and records.
• Ensure the highest compliance and organisational standards are maintained.

In return, what we need from you:-

• Flexible attitude with great communication skills
• Basic knowledge of financial services industry, wealth management or similar
• Some familiarity with industry regulations and quality standards
• Solid computer skills, including Microsoft Office and relational databases and software.
• Team player, excellent verbal and written communication skills
• Use of initiative along with exceptional client service levels
• Willingness to learn the business and grow with the company
• This role is subject to satisfactory references and the necessary credit checks due to the nature of the industry

What is in it for you?

• Flexible hours, this can be between 16 – 20 hours per week but please note this is in the office, not remote or hybrid working
< i>Flexible on the days/hours you work.  So although this will need to be confirmed from the outset, it could be two full days, or three days, e.g 10am – 3pm so it can be worked around any commitments you may have. Opportunity to work for a well established organisation
• Free onsite parking.

We envisage this role to start sometime in November or early December so interviews are likely to be scheduled over the next couple of weeks so that the ideal candidate can give notice if needed.

So, if you are interested and want an immediate opportunity, please apply immediately with your cv

Thank you for your interest in this position. It is with regret that we are unable to respond personally to each individual application due to the high volume of cv’s we receive daily. However, your application will be reviewed within a two day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion. 

This vacancy is being advertised by M.A.S Resourcing who are acting as an employment agency / business.

P/T PERMANENT WEALTH MANAGEMENT ADMINISTRATOR – OLNEY – 30-35K pro-rota

A great opportunity has arisen to work for a family business based in Olney, where they are big enough to cope but small enough to care.  They have a great client base and due to expansion are looking for an administrator to join their team.

Daily duties are likely to involve:-

• Answering the phones and general administration
li>Processing letters of authority/new business
• Providing support to the advisers
• Take part in meetings with providers
• Take responsibility for preparing and maintaining detailed client files and records.
• Ensure the highest compliance and organisational standards are maintained.

In return, what we need from you:-

• Flexible attitude with great communication skills
• Basic knowledge of financial services industry, wealth management or similar
• Some familiarity with industry regulations and quality standards
• Solid computer skills, including Microsoft Office and relational databases and software.
• Team player, excellent verbal and written communication skills
• Use of initiative along with exceptional client service levels
• Willingness to learn the business and grow with the company
• This role is subject to satisfactory references and the necessary credit checks due to the nature of the industry

What is in it for you?

• Flexible hours, this can be between 16 – 20 hours per week but please note this is in the office, not remote or hybrid working
< i>Flexible on the days/hours you work.  So although this will need to be confirmed from the outset, it could be two full days, or three days, e.g 10am – 3pm so it can be worked around any commitments you may have. Opportunity to work for a well established organisation
• Free onsite parking.

We envisage this role to start sometime in November or early December so interviews are likely to be scheduled over the next couple of weeks so that the ideal candidate can give notice if needed.

So, if you are interested and want an immediate opportunity, please apply immediately with your cv

Thank you for your interest in this position. It is with regret that we are unable to respond personally to each individual application due to the high volume of cv’s we receive daily. However, your application will be reviewed within a two day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion. 

This vacancy is being advertised by M.A.S Resourcing who are acting as an employment agency / business.

School leaver - Stocks / Wealth Management Assistant

Industry: Wealth Management / Finance

Location: Chelmsford

On site, Full Time; Permanent

Role overview:

Working on behalf of one of the UK's leading Wealth Management firms, we are recruiting for an exciting opportunity for a bright candidate who is looking for a career in stocks / wealth management / investments. You will have recently completed your A-levels (or similar) / completed college and looking for a position where you will develop a career within finance.

Based in Chelmsford; this role provides full administrative support to a busy client accounts team, ensuring client satisfaction through direct contact with Investment Managers, and other front office & operational colleagues, while adhering to regulatory standards.

Our client offers an attractive, wide-ranging and flexible package of benefits including contributing 10% of an employee's salary to their pension, income protection, gym membership offers, the ability to purchase additional holidays and much more.

Duties & Responsibilities include:

• To work closely with the Investment Managers & front office staff to deliver excellent client outcomes.
• Performing accurate data entry on in-house systems.
• Ensure strict adherences to internal controls, regulatory requirements and compliance/financial crime standards.
• Supporting the client accounts team in all administrative and clerical duties, including:
• Timely and accurate processing of ad-hoc client payments.
• Processing of regular client payments
• Production of collecting monthly client Direct Debits.
• Monitoring of the team's general mailbox and ensuring all queries are dealt with in a timely and efficient manner.

Knowledge & Skills:

• Recently completed A-levels or equivalent qualification (Ideally in Maths, Finance, Economics or Business Studies - although not essential)
• Strong IT literacy skills and working knowledge of Word, Excel, and Outlook.
• Quality-oriented with attention to detail.
• A hands-on working approach, able and willing to deliver within set deadlines.
• Self-motivated with an ability to work in a busy environment and multitask.
• Willingness to learn and develop on the job.
• Confident communicator at all levels and able to resolve issues in a competent and professional manner.
• A strong ethic of client service.

Please ensure your location is clearly marked on your CV when you submit your application to avoid delays in shortlisting your CV.

You will need full rights to work in the UK; our client does not offer Visa Sponsorship.

Please only apply if you are within a commutable distance to Chelmsford. This role will not suit those looking to relocate.

Want to become a go-to CRM configuration specialist , while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management / IFA space.  A company that believes in developing its people and focuses on delivery rather than presenteeism.

Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant

Location Remote UK, Flex Start / Finish  times

Salary 50 - 60K, Bonus, Equity, 5% Pension, 25 Days, Health plan

We’re seeking a Configuration Specialist to configure and optimise platforms such as Curo  Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact.

What you’ll need:

• Hands-on experience configuring CRM systems - Ideally in Wealth Management

• Strong analytical skills to translate business needs into solutions

• Confident communicator with client-facing experience

Any experience of knowledge of Python, SQL or APIs for automation and integration is a bonus and something you will be able to learn in the role.

What’s on offer: Remote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects.

Interested? Please send your cv for a swift response!

Want to become a go-to CRM configuration specialist , while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management / IFA space.  A company that believes in developing its people and focuses on delivery rather than presenteeism.

Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant

Location Remote UK, Flex Start / Finish  times

Salary 50 - 60K, Bonus, Equity, 5% Pension, 25 Days, Health plan

We’re seeking a Configuration Specialist to configure and optimise platforms such as Curo  Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact.

What you’ll need:

• Hands-on experience configuring CRM systems - Ideally in Wealth Management

• Strong analytical skills to translate business needs into solutions

• Confident communicator with client-facing experience

Any experience of knowledge of Python, SQL or APIs for automation and integration is a bonus and something you will be able to learn in the role.

What’s on offer: Remote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects.

Interested? Please send your cv for a swift response!

Want to become a go-to CRM configuration specialist , while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management / IFA space.  A company that believes in developing its people and focuses on delivery rather than presenteeism.

Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant

Location Remote UK, Flex Start / Finish  times

Salary 50 - 60K, Bonus, Equity, 5% Pension, 25 Days, Health plan

We’re seeking a Configuration Specialist to configure and optimise platforms such as Curo  Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact.

What you’ll need:

• Hands-on experience configuring CRM systems - Ideally in Wealth Management

• Strong analytical skills to translate business needs into solutions

• Confident communicator with client-facing experience

Any experience of knowledge of Python, SQL or APIs for automation and integration is a bonus and something you will be able to learn in the role.

What’s on offer: Remote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects.

Interested? Please send your cv for a swift response!