Wealth Manager jobs in Hampshire

You will manage a varied caseload of private client matters, including wills, trusts, probate, inheritance tax planning, and estate administration.

You will also have the chance to contribute to business development activities and benefit from a structured development programme designed to support your progression.

Job Description Your new companyAn award-winning Legal 500 firm, recognised across multiple areas that continues to experience exceptional growth, having doubled in size in recent years. With ambitious plans to keep expanding, the firm offers clear progression routes for talented solicitors at every stage of their career. Its meritocratic culture ensures transparent goals for promotion and...

You will provide clients independent financial advice and make recommendations on how to best meet their goals. Full paraplanning and admin support.

A leading wealth management firm in Whiteley is seeking an experienced Business Intelligence Analyst to transform data into actionable insights supporting investment decisions and regulatory compliance. The role offers a salary between £50,000 and £70,000 depending on experience, along with 25 days of holiday and a hybrid working model. Ideal candidates will have over 5 years of experience in...

When you join us as a Wealth Manager, you'll enjoy access to an impressive portfolio of wealth clients. With our global brand recognition and a reputation for building loyal relationships we now have over 1 million premier clients and we're still growing. That's why we're looking for exceptional individuals to provide a professional service in supporting every aspect of a client's financial life;...

A leading banking institution in Southampton is seeking a Client Director to develop and manage client relationships. This role targets those early in their advisory career, focusing on providing holistic financial advice and wealth management services. Candidates should possess a Financial Planning Certificate level 4 and demonstrate strong networking skills. Benefits include competitive salary...

Paraplanning Team Lead📍 Southampton | Office-based (1 day WFH after probation) 🕒 Full Time | Permanent 💰 Competitive Salary + Excellent BenefitsCAP Resourcing is partnering with a values-led, client-first financial planning firm that believes exceptional advice is only possible when talented people are empowered to collaborate, lead, and grow. They are now seeking an experienced Paraplanning Team...

A professional recruitment firm is seeking an experienced Office Manager to lead their Southampton office. This senior leadership position entails overseeing operations and administration while managing a team of approximately 20 staff. Key responsibilities include managing workflows, refining internal processes, and ensuring high client service standards. Ideal candidates will have strong people...

You will be joining a strong team of 7 dedicated Private Client lawyers, three being Partners of the firm, and the work is quite simply excellent in all areas, including complex wills, trusts, estate and succession planning, tax, and Court of Protection matters. This is a team where knowledge is shared, careers are nurtured, and excellence is expected - and highly rewarded.

A prestigious legal firm in Farnborough is seeking a Private Client Senior Associate with over 5 years PQE to lead complex private wealth matters. The ideal candidate will manage sophisticated estate planning, probate, and tax issues while fostering strong client relationships. The firm offers competitive compensation, fees, free parking, and genuine investment in professional development. This...

A prominent law firm in Farnborough is seeking a Legal Secretary to support its Private Wealth & Inheritance team. The role involves managing client inquiries, handling file administration, and providing comprehensive secretarial support to fee earners. The ideal candidate will demonstrate strong organizational, communication, and IT skills, with a proactive and compliant approach to client...

You will:Manage a varied caseload of private client matters, including wills, trusts, probate, inheritance tax planning, and estate administration. Advise clients onplex inheritance and tax matters, ensuring their wealth is protected for future generations. Work closely with other departments, such as family law and property, to provide aprehensive service.

A leading wealth management company based in Southampton is seeking a skilled Product Analyst to support and configure technology products. The ideal candidate will have strong experience with CRM platforms like Salesforce and MS Dynamics, with a focus on enhancing customer experience. Responsibilities include providing first line support, troubleshooting issues, and maintaining product...

A leading wealth management firm is looking for an experienced Product Analyst in Southampton. This role involves maintaining and supporting technology products, focusing on customer experience and expertise in CRM platforms. The successful candidate should have hands-on experience in wealth management, strong attention to detail, and the ability to work in high-pressure environments. This...

A leading wealth management company based in the UK is seeking a Wealth Sales Consultant to effectively manage accounts and maximize new business opportunities. This hybrid role involves regular travel across the South West and Wales, focusing on developing relationships with advice businesses. The ideal candidate should have telesales experience, excellent communication skills, and knowledge of...

You will form key client relationships and collaborate with Investment Managers to increase client engagement Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews Growing your client bank organically through referrals and developing relationships with professional connections

A leading wealth management firm in the UK is seeking a Senior Technology Business Partner to drive technology solutions for the Quilter Investment Platform and Quilter Financial Planning. The ideal candidate will possess significant experience in stakeholder management and technical team delivery. Responsibilities include aligning technology strategy with business goals, managing budgets, and...

You will manage a varied caseload of private client matters, including wills, trusts, probate, inheritance tax planning, and estate administration.

You will also have the chance to contribute to business development activities and benefit from a structured development programme designed to support your progression.

You will manage a varied caseload of private client matters, including wills, trusts, probate, inheritance tax planning, and estate administration.

You will also have the chance to contribute to business development activities and benefit from a structured development programme designed to support your progression.

A leading global banking and financial services organization is looking for a Wealth Manager in Fareham, UK. In this role, you'll provide tailored financial advice to high-value Premier clients, helping them manage their wealth effectively through key life events. Candidates must hold Level 4 qualifications and possess experience in a wealth management or retail banking environment. The role...