247 Wealth Manager jobs in the United Kingdom

• Qualified Financial Planner/Advisor as a minimum with experience post qualification
• Experience of building up a client base, ideally with clients available to bring over
• Great technical ability with experience of dealing with a range of clients
• Great client facing skills, with excellent communication and high-level organisation.

Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This will be hybrid working.

Responsibilities include (but not limited to):
•    Attend Client Meetings with Wealth Managers 
•    Manage Action Points from Client Meetings 
•    Carry Forward, Annual Allowance, Lifetime Allowance Calculations
•    Investment analysis 
•    Preparation of detailed cash-flow modelling 
•    Respond to Client Inquiries (Technical and administrative) 
•    Identify Opportunities and Referrals from Existing Clients 
•    Managing workflow through Salesforce and Business Trackers 

Skills and experience:
•    Relevant experience working in a Wealth Management environment 
•    At least two RO exams passed 
•    Highly IT literate, including MS Outlook, Excel, PowerPoint and Word skills

Only candidates with relevant experience will be considered.

For more information please send CV in to Tony Ward quoting job reference 16870TW.
 

Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This will be hybrid working.

Responsibilities include (but not limited to):
•    Attend Client Meetings with Wealth Managers 
•    Manage Action Points from Client Meetings 
•    Carry Forward, Annual Allowance, Lifetime Allowance Calculations
•    Investment analysis 
•    Preparation of detailed cash-flow modelling 
•    Respond to Client Inquiries (Technical and administrative) 
•    Identify Opportunities and Referrals from Existing Clients 
•    Managing workflow through Salesforce and Business Trackers 

Skills and experience:
•    Relevant experience working in a Wealth Management environment 
•    At least two RO exams passed 
•    Highly IT literate, including MS Outlook, Excel, PowerPoint and Word skills

Only candidates with relevant experience will be considered.

For more information please send CV in to Tony Ward quoting job reference 16870TW.
 

Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This will be hybrid working.

Responsibilities include (but not limited to):

Attend Client Meetings with Wealth Managers

Manage Action Points from Client Meetings

Carry Forward, Annual Allowance, Lifetime Allowance Calculations

Investment analysis

Preparation of detailed cash-flow modelling

Respond to Client Inquiri.

WHJS1_UKTJ

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We're looking for a Qualified Wealth Manager (level 4 IAD, or equivalent) to join our dedicated Advisory Team focused on the Premium & private Segment (customers with investment of £100k +). In this role, you'll be part of a team of advisors responsible for providing guidance and building strong relationships with our premium clients, all through remote channels like telephone, video call, chat, and email. Your main goal will be to accompany clients throughout their investment journey, helping them to navigate their financial decisions effectively. You will also be conducting portfolio reviews and using cashflow modelling tools to build plans and help your customers make sense of the financial plans and goals.

Key Responsibilities

• You will be part of the Premium & Private Advisory Team, responsible for collaboratively managing and growing the assets of our clients. This involves actively engaging with both new and existing clients through email, phone, and video calls to nurture their portfolios and ensure a consistent, high-quality service experience.
• Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact.
• Act proactively to engage with the client base and achieve agreed-upon targets while maintaining high quality.
• Keep the CRM database (Salesforce) up to date with all client contact.
• Use cashflow modelling tool Cashcalc to prepare cashflows for your clients.
• Conducting portfolio reviews, analysing performance, taking into account the asset breakdown and diversification given the selected level of risk.

As you grow in seniority within the team, further responsibilities are:

• Work closely with other departments on additional projects to help improve overall client experience.
•  Involvement in content and other business projects within Moneyfarm.

Requirements

Qualifications and Skills:

• University degree.
• Must have a Level 4 qualification IAD with CISI, CII or equivalent.
• You have at least 2 years of experience in a financial services company, either as an adviser or working in a paraplanning role.
• Strong interest in commercial activities.
• Excellent communication skills, both verbal and written
• Ability to build strong relationships with customers, strong customer orientation attitude.

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!

Investment Manager / Wealth Manager - North West 

Basic Salary - £70,000 - £105,000 pa

Additional - Benefits + Comms 

Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4 

Company - UK based Independent Stockbroking Business 

Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of growth. 

The Role of the Investment Manager

As an Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients’ investment goals within specified timelines. Leveraging your expertise, you will provide innovative and strategic solutions to enhance clients' wealth.

You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network. Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy.

This is a dynamic role with ample opportunity for professional growth. You'll be part of a collaborative team that values openness, continuous learning, and the sharing of knowledge, always striving to improve our practices.

Duties & Responsibilities as the Investment Portfolio Manager  

• Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.

• Foster and elevate client relationships to exceptional standards.

• Develop portfolios considering clients' suitability, performance goals, and tax implications.

• Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.

• Participate actively in investment and research committee meetings.

• Contribute to the firm’s long-term strategic goals.

Qualifications & Experience

• Minimum CISI Level 6 or 7

• A strong commitment to a friendly, client-focused approach.

• An established network of professional contacts.

• Experience managing an existing client portfolio.

The Company at a further glance

The company's mission is to deliver exceptional personal investment services that enhance clients’ wealth. They pride themselves on fostering a culture of open communication and collaborative working. Here, managers and directors work side-by-side with their teams, and everyone is encouraged to share ideas and contribute to continuous improvement.

If you're looking to embark on the next phase of this exciting journey, then apply with your CV and we will be in touch to discuss the position in further detail.

Investment Manager / Wealth Manager - North West 

Basic Salary - £70,000 - £105,000 pa

Additional - Benefits + Comms 

Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4 

Company - UK based Independent Stockbroking Business 

Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of growth. 

The Role of the Investment Manager

As an Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients’ investment goals within specified timelines. Leveraging your expertise, you will provide innovative and strategic solutions to enhance clients' wealth.

You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network. Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy.

This is a dynamic role with ample opportunity for professional growth. You'll be part of a collaborative team that values openness, continuous learning, and the sharing of knowledge, always striving to improve our practices.

Duties & Responsibilities as the Investment Portfolio Manager  

• Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.

• Foster and elevate client relationships to exceptional standards.

• Develop portfolios considering clients' suitability, performance goals, and tax implications.

• Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.

• Participate actively in investment and research committee meetings.

• Contribute to the firm’s long-term strategic goals.

Qualifications & Experience

• Minimum CISI Level 6 or 7

• A strong commitment to a friendly, client-focused approach.

• An established network of professional contacts.

• Experience managing an existing client portfolio.

The Company at a further glance

The company's mission is to deliver exceptional personal investment services that enhance clients’ wealth. They pride themselves on fostering a culture of open communication and collaborative working. Here, managers and directors work side-by-side with their teams, and everyone is encouraged to share ideas and contribute to continuous improvement.

If you're looking to embark on the next phase of this exciting journey, then apply with your CV and we will be in touch to discuss the position in further detail.

TheestablishedfinancialplanningarmofanationalaccountancypracticearelookingatsuccessionplanningbyrecruitinganAdvisertojointheirteam.WorkingwithalongtenuredSeniorAdviser,theywilltransitiontheirclientbooktoyouoveranagreedtimeframe.Withclientsbroadlyinthe500kto5mrange,thisisanexcellentopportunitytoworkwithaprestigiousfirmonanestablishedclientbook.

Package

• Youwillreceivecompetitivesalaryexecutivebenefits,paraplanning,clientportfolioandbonus.

Thecompany

• Theestablishedfinancialplanningarmofaprofessionalpractice.

Role

• WorkingcloselywiththeSeniorPlannertotransitiontheportfolioacrosstoyou.
• Attendingmeetingstodiscusshowyouwillworkwiththeclientsandprovidingholisticfinancialplanning.
• DemonstratingafullunderstandingofmorecomplexmatterssuchasSIPP,SSAS,VCT,EIS,SIPP,SSASandIHT
• Managingportfoliosbroadlyinthe500kto5mspace.
• Understandingtheneedsofclientswhoaremainlybusinessandentrepreneurs,butnotexclusivelyso.
• Undertakingcorporateadviceasrequired.
• Collaboratingwiththeotherfinancialplanners,paraplannersandaccountantstofacilitatebusinessopportunitiesandtofurthergrowyourportfolio.

Thecandidate

• DiplomaLevel4asaminimum,ideallyworkingtowardsChartered
• ExperienceofworkingwithHNWandUHNWclients
• Developingandmaintainingclientrelationships

TheestablishedfinancialplanningarmofanationalaccountancypracticearelookingatsuccessionplanningbyrecruitinganAdvisertojointheirteam.WorkingwithalongtenuredSeniorAdviser,theywilltransitiontheirclientbooktoyouoveranagreedtimeframe.Withclientsbroadlyinthe500kto5mrange,thisisanexcellentopportunitytoworkwithaprestigiousfirmonanestablishedclientbook.

Package

• Youwillreceivecompetitivesalaryexecutivebenefits,paraplanning,clientportfolioandbonus.

Thecompany

• Theestablishedfinancialplanningarmofaprofessionalpractice.

Role

• WorkingcloselywiththeSeniorPlannertotransitiontheportfolioacrosstoyou.
• Attendingmeetingstodiscusshowyouwillworkwiththeclientsandprovidingholisticfinancialplanning.
• DemonstratingafullunderstandingofmorecomplexmatterssuchasSIPP,SSAS,VCT,EIS,SIPP,SSASandIHT
• Managingportfoliosbroadlyinthe500kto5mspace.
• Understandingtheneedsofclientswhoaremainlybusinessandentrepreneurs,butnotexclusivelyso.
• Undertakingcorporateadviceasrequired.
• Collaboratingwiththeotherfinancialplanners,paraplannersandaccountantstofacilitatebusinessopportunitiesandtofurthergrowyourportfolio.

Thecandidate

• DiplomaLevel4asaminimum,ideallyworkingtowardsChartered
• ExperienceofworkingwithHNWandUHNWclients
• Developingandmaintainingclientrelationships