Wealth Manager jobs in Wales

Our client is seeking a skilled Assistant / Manager, Private Wealth, to join their dynamic team. This position offers a full‐time contract within an open and progressive work environment that fosters career development. The successful candidate will manage and develop a team of administrators, delivering expert administration services tailored to the complex needs of clients. Collaborating...

A global financial services organization is seeking a Regional Sales Coach to enhance sales leadership and client experiences across its UK offices. This role involves delivering tailored coaching to improve sales performance and supporting managers in achieving business goals. Applicants should have expertise in Wealth Management and strong organizational skills, along with the ability to travel...

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice that provides bespoke financial advice across the UK. This role involves producing comprehensive suitability reports and ensuring compliance with regulatory standards. The ideal candidate will possess excellent communication skills and a strong attention to detail, with the ability to work...

A leading wealth management firm in the United Kingdom is seeking a passionate Regional Sales Coach to enhance sales leadership across the client-facing teams. This role involves delivering coaching, improving sales behaviors, and supporting managers through performance goals. Ideal candidates will have experience in Wealth Management, strong conflict resolution skills, and be flexible for...

A leading national wealth management firm is seeking an experienced Financial Planner for their Cardiff office. This opportunity offers management of a £60m client book and the potential for exceptional earnings. The ideal candidate will have experience in delivering regulated financial advice, managing HNW clients, and navigating complex financial cases. Benefits include a competitive bonus...

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

Assistant Shop Manager Location: Brecon, Powys, Wales Salary: £23,391 per annum, pro rata Hours: 7 per week (Sundays) Contract: Fixed term contract (6 months) Are you a retail expert passionate aboutimpacting to meaningful change? We need a dynamic Assistant Shop Managerto join our our friendly charity shop team . This fantastic opportunity will enable you to sharpen your retail skills while...

Job Description Position: OptometristLocation: Neath, WalesSalary: Up to £65,000 plus excellent bonus schemeWorking hours: Full or part-time, school hours accommodated, flexible with Saturday commitment, no late nightsExperience level: Open to both newly qualifed and experienced Optometrists who are registered with the GOC Specsavers in Neath have a fantastic opportunity for a forward-thinking...

You will be the key figure ensuring the firm remains safe, ethical, and fully compliant as it expands its offerings and regulatory footprint.

A recruitment agency in Jersey Marine is looking for a dedicated professional to manage the formation and administration of client portfolios with complex requirements. Candidates should have over 6 years of relevant experience, a keen attention to detail, and excellent communication skills. This role involves ensuring high standards of service for clients and teamwork. Interested applicants can...

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

Job description Are you an experienced Financial Adviser who thrives on building trusted relationships and helping clients achieve their long-term goals? This is a unique opportunity to join a market-leading organisation that puts clients at the heart of everything they do, offering you the platform, resources, and rewards to excel. Why join? Attractive Base Salary: Starting from £63,...

A leading financial planning firm in Cardiff is seeking an experienced Financial Adviser to manage established client relationships as part of a business acquisition. Ideal candidates will have proven experience with high-net-worth clients and a tech-forward mindset. This role offers a competitive salary of approximately £80,000 plus bonuses, flexible hybrid working, and opportunities for...

Manage the formation and ongoing administration of a portfolio of clients with more complex requirements. You'll have a high level of attention to detail, excellent written and verbal communication and be motivated to excellence for the client and team. 6+ years experience supported by a relevant qualification. For more information contact Andre Deeks at andre@topjobs.je or call 01534...

A global financial services provider is seeking an Associate Director for its Jersey operation. This senior role requires at least 15 years of experience in the private wealth sector and a minimum of 5 years in senior management. The successful candidate will develop fiduciary services, provide excellent service to clients, and source new business opportunities. Applicants must hold a...

Our client is a global financial services provider head‐quartered in the Channel Islands. On their behalf we are looking for an associate director to be based in their Jersey operation. This senior role will require someone with at least 15 years experience in the private wealth sector, preferably within an offshore environment. At least 5 years experience in a senior management role will be...

A global financial services provider is seeking an associate director for their Jersey operation. This senior role involves developing fiduciary services, providing excellent client service, and sourcing new business opportunities. Candidates should have over 15 years of experience in the private wealth sector, at least 5 years in senior management, and a professional qualification in trust or...

Job Overview Our client is a global financial services provider headquartered in the Channel Islands. On their behalf we are looking for an associate director to be based in their Jersey operation. Responsibilities One of the main elements of the role will be to develop the company's fiduciary services in Jersey. This will involve providing an excellent service to current clients and sourcing and...

A reputable financial services firm in Jersey Marine is seeking a skilled Assistant / Manager for its Private Wealth team. In this full-time role, you will manage client portfolios, ensure compliance with regulations, and lead a team of administrators. Candidates should have at least 6 years in administration services, strong communication skills, and a relevant professional qualification. The...

A family office in the United Kingdom is seeking a motivated professional to join their Insurance Services team. The role involves managing insurance support services, developing business offerings, and ensuring quality service delivery. Ideal candidates will have over 5 years of experience in the insurance industry, strong client management skills, and advanced proficiency in Microsoft Excel and...