1 to 25 of 107 Wealth Management Jobs in England

Line of Service Industry/Sector Specialism Management Level Senior Manager Job Description & Summary We are building one of the most exciting capabilities in the Consulting Industry. Our Asset & Wealth Management Enterprise Transformation practice combines market-leading approaches in operating model design, change management, program and … project management, and transformation implementation to solve some of the industry’s most complex and challenging issues. Our goal is to deliver human-led, tech-powered success for our clients, and we believe in the power of enterprise-level transformation to unlock significant opportunities for them and the industry. … outcomes for the people and places they serve. Our diverse client base includes top-tier multinational organisations such as Traditional & Alternative Fund Managers, Sovereign Wealth Funds, Fund Service Providers, Prime Brokers, and Custodians. They are predominantly large multinational firms who are leaders in their respective markets Passion drives us more »

THIS ROLE IS A 12 MONTH FTC The Client Our client is a highly successful Investment Management and Wealth Management firm. The Role This Marketing Manager role will suit an individual who has Marketing Management experience within Financial Services. The highly organised individual will take responsibility … for the implementation of the marketing plan, alongside the established Wealth Management Marketing Team. The Marketing Manager role is a generalist marketing role, covering all aspects of the marketing mix. Taking responsibility for Marketing Campaigns, Projects and Events alongside other members of the Marketing team. The Marketing Manager … will implement the Wealth Management brand re-fresh across marketing literature, working with the Head of Marketing and Senior Marketing Manager. Take ownership of marketing activities to support regional office locations and develop client experience strategy to include: implementation of client welcome packs, analysis of results from the more »

financial advisory firm, is seeking a talented and driven M&A Senior Analysts and Associates specialising in FIG M&A in the asset and wealth management sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the … asset and wealth management sectors, we want to hear from you. Candidates with a background in other Financial Institutions Group (FIG) sectors will also be considered. Responsibilities: Lead and execute M&A transactions within the asset and wealth management sectors, including financial analysis, due diligence, valuation … industry professionals, and key stakeholders to generate new business opportunities. Stay updated with industry trends, regulatory changes, and market developments related to asset and wealth management. Requirements: Bachelor's degree in finance, economics, or a related field. An advanced degree (MBA, CFA, etc.) is a plus. Extensive experience in more »

Compliance Manager Wealth Management Location: Doncaster (Hybrid) Salary: £45k - £60k + benefits Stuck in a rut? Frustrated in a business with no clear desire or plans for growth? Is it time to join a business as ambitious as you? This wealth management firm has ambition, there … to join and this could be the start of a very interesting journey for you. Supporting the Head of Compliance, you’ll use your Wealth Management compliance experience to provide group-wide compliance advice, guidance and support at all levels. You’ll work closely with 1st line (including … through training and regulatory updates and help ensure the firm meets all Consumer Duty requirements. You’ll have gained strong Compliance experience in a Wealth Management environment and will be able to act as a ‘critical friend’ to the business, providing constructive challenge as and when required. You more »

FIG M&A for their London team. Fluent German required. If you have a strong financial industry background, particularly in FIG and asset/wealth management sectors, we want to hear from you! Responsibilities: Leading and executing M&A transactions in asset/wealth management, including … new business opportunities. Requirements: Bachelor's degree in finance or related field, with an advanced degree preferred. Extensive M&A experience in asset/wealth management, with FIG knowledge preferred. Strong financial analysis and modeling skills, along with excellent communication and project management abilities. Professional fluency in … German If you're a motivated professional with asset/wealth management M&A experience and fluent in German, don't miss this opportunity to join a leading global firm in London! Apply now more »

an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, andconstructing and maintaining … relationships with important stakeholders to achieve this. The Product Risk Manager will require Wealth Management or Private Banking product knowledge and will confidently be able to provideconstructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating and establishing … well as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Banks management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »

an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, and constructing and … maintaining relationships with important stakeholders to achieve this. The Product Risk Manager will require Wealth Management or Private Banking product knowledge and will confidently be able to provide constructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating … as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Bank’s management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »

We are the consulting division of Davies, accelerating business, technology and people performance across financial services including banking, asset and wealth management, insurance and other highly regulated industries. We are currently seeking a Director to join our team on a permanent basis within our Asset & Wealth Management … Director will be a motivated, self-starter with a credible and proven track-record in the leadership of delivery programmes and projects in the wealth/retail investment sector. The Director will act as a senior and experienced member of the Asset & Wealth Management consulting team in … required to do the role: Strong track record of leading large and/or complex business and technology change programmes and projects. Must have wealth management and delivery experience. Ability to connect and communicate with C-level and executive stakeholders. Excellent vendor management and influencing skills. High more »

and 3pm Monday to Friday. Other contractual hours can be worked between 7am and 7pm. Working as part of the team at Bryant Associates Wealth Management Ltd who are a Senior Partner Practice of St. Jamess Place Plc. An excellent opportunity has arisen for a professional and experienced … locations, writing reports in respect of the business generated by the Financial Advisers within the Practice and managing cases through to completion. Bryant Associates Wealth Management is well established and highly successful, operating since 1995. The Role: Senior Technical Administrator As a Technical Administrator your role will include … and happy working with little or no supervision Ideally, you will SJP system experience, or have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified more »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Transaction Reporting Associate role will sit within the Client Services team within the Investment Management firm, supporting the daily Transaction Reporting processes as well … the Transaction Reporting reconciliation in relation to Asset Servicing. The Transaction Reporting Associate will be responsible for setting up new assets within the Investment Management firm as well as updating and reviewing them when required to do so. The Transaction Reporting Associate will review and maintain all Transaction Reporting … procedures and processes as well as any ad hoc projects that me be required of them. The Candidate Transaction Reporting experience within and Asset Management or Wealth Management company - essential! Experience working with Static Data. Client service focus. Good understanding of the importance of the regulatory framework more »

Line of Service Assurance Industry/Sector Asset and Wealth Management Specialism Assurance Management Level Senior Manager Job Description & Summary PwC's Asset and Wealth Management (AWM) practice is the market leading AWM audit business. Our business is a national practice comprising over 600 staff … Capitalist backed companies. You'll work across a wide variety of industry sectors including, Real Estate, Hedge Funds, Pensions, Private Equity, traditional Asset and Wealth management, as well as technology and asset servicing businesses. This breadth of client base gives our people an unmatchable opportunity to gain deep … of the audit business. The responsibilities include but are not limited to: Leading large multi-location, often international, teams using your people and relationship management skills to deliver high quality audit work from project planning to completion; Developing trusted senior client relationships and demonstrating curiosity that allows you to more »

Pay rate: up to 775 GBP per day Duration: 6 months Work type: hybrid Description Department/Job Overview: The Wealth Management Platform International (WMPI) is responsible for defining the technology platform strategy for Global Wealth Management locations outside of Switzerland, Singapore, Hong Kong and the … of change deliver, and support with leadership of implementation topics where required, in conjunction with the local business team Qualifications Essential Skills: Core Project Management experience and skills (7 years+) Wealth Management/Private Banking knowledge and experience Ability to communicate and produce high-quality presentation materials more »

Senior DevOps Engineer (Team Lead) Leading Wealth Management Firm Leeds About Us: Join a pioneering wealth management firm dedicated to empowering individuals and families worldwide to achieve their financial dreams. With our visionary approach and advanced technology, we deliver tailored solutions that redefine wealth management. … Overview: We're seeking a dynamic Senior DevOps Engineer to drive innovation and excellence in our team. You'll spearhead the design, implementation, and management of cutting-edge infrastructure solutions, ensuring our systems are secure, reliable, and scalable. Responsibilities: Lead our DevOps team in crafting and maintaining scalable infrastructure … development opportunities. Collaborative and supportive work environment. Ready to Make Your Mark? If you're passionate about driving change and shaping the future of wealth management, we want to hear from you. Join us on our journey to redefine what's possible in finance. Apply now more »

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy … office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location … depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data more »

A leading Revenue Management Platform within Asset & Wealth Management, our client requires a strategic sales specialist to further drive market share and brand recognition across the UK. Revenue Management Platform within Asset & Wealth Management Remote, London Base up to £130,000 + Extensive Commission … with the help of the CRM system Continuous building of sales pipeline The Candidate: Applicants will be expected to demonstrate: 12+ years working within Wealth Asset Management 5+ years within sales the sector, or Financial Services A proven hunter of new business within complex sales processes Understand client … on an exciting journey committed to becoming a leading firm with a world class team. They are on a mission to create meaningful, differentiated wealth solutions that help people live their best life, helping their clients grow revenue, reduce costs, manage risk, and delight their customers. Lots of growth more »

Basic Qualifications: Bachelor’s degree from a leading school Financial Services industry expert with specialization in one or more areas of Lending, Wealth Management, Asset Management, and Insurance Demonstrated experience in leading consulting engagements blending strategy, operating models, and technology, to delivering new age propositions across the … leading business school 12-15+ years of consulting experience Financial Services industry expert with specialization in one or more areas of Lending, Payments, Wealth Management, Asset Management, and Insurance Strong facilitation skills; excellent oral and written business communication skills Experience of working in Agile Proficiency with more »

TIFFANYS WEALTH MANAGEMENT LTD Financial Services Senior Administrator Position Description Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role Team Leader/Management experience essential Person Description Must be extremely Organised and able to multitask. Must have strong … of contact for Staff members to assist with queries/issues To assist with the daily running of the office To work alongside the Management Team ensuring excellent client outcomes To build knowledge in Financial Services To build and maintain strong relationships with clients and keeping them up to … provide Administration support to the Advisors ensuring accuracy and attention to detail Ensure Staff are up to date with training Client Administration Production of Wealth Accounts and Investor Returns Client servicing process including Annual Reviews Managing and overseeing the completion of Debrief actions Seeing cases through from start to more »

Proposition and Solution Consultant – Wealth (Investment Managed) Company Overview SS&C is a leading global provider of mission-critical, cloud based software and solutions for the financial and healthcare industries. Names to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is … Financial Industry. Position Overview The candidate will be expected to support the defining and driving forward of the propositional offering(s) for Investment Managed Wealth which will require working closely with internal and external stakeholders, including and not limited to product owners, change management and delivery. Candidate is … expected to bring a solid domain knowledge of the wealth management functional processes and industry knowledge to the role and to use this in a consultancy nature to aid internal and external stakeholders. The candidate will also be expected to support new sales opportunities through understanding prospect client more »

Enterprise Architect with great experience working in the Financial Services industry? If so then I have an exciting opportunity for you with a top Wealth Management firm based in London. The role itself is a permanent role that offers a salary of up to £125K base, this is … so will need attendance onsite 2x days a week. The right candidate must have strong Enterprise Architect experience, this will be ideally with a Wealth Management firm but must at least be in the financial service industry. Required experience Vast Experience working as a Wealth or Asset … Management enterprise architect. Delivered modern software and database solutions in an environment that includes SaaS and inhouse solutions (inc. microservices, event driven design, API, tenants, etc) experience working as a developer and a further experience as a domain solution architect. Experienced in creating architecture designs documents at high quality more »

support, engaging, stakeholders, SMEs, product managers, BAs, Solution Architects to achieve the required Enterprise Architecture or solution outcomes. Qualifications: Vast Experience working as a Wealth or Asset Management enterprise architect. Or Proven experience as an enterprise architect in tier1 Financial Services firms more broadly. Delivered modern software and … Science, Engineering, Physics or Mathematics. Minimum enterprise architecture qualifications at professional/expert qualification standard covering Azure and TOGAF. Only candidates with Asset/Wealth Management Experience will be considered for this opportunity. If you meet the above criteria then please apply for immediate consideration and a confidential more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client’s latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client’s latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client’s latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »