1 to 25 of 44 Wealth Management Jobs with Hybrid or WFH Options

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 »

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 »

Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking … advice and investment management to personal and corporate customers through its fast-growing network across the UK. For over 30 years we have been relied on by our customers, including business leaders and sophisticated financial professionals, to advise them and to manage their wealth. We focus on one objective … a significant multinational group. Handelsbanken Group are deeply committed to embedding good equality and diversity practice into all of our activities so that Handelsbanken Wealth & Asset Management is an inclusive, welcoming and inspiring place to work, regardless of age, disability, pregnancy and/or parental status, ethnicity, religion 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 »

fantastic new roles for .NET Software Engineer to join an ambitious Fintech. 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 Software Engineer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in more »

fantastic new roles for .NET Software Engineer to join an ambitious Fintech. 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 Software Engineer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in more »

fantastic new roles for .NET Software Engineer to join an ambitious Fintech. 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 Software Engineer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in more »

fantastic new roles for .NET Software Engineer to join an ambitious Fintech. 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 Software Engineer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in 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 »

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 »

the heart of cutting-edge fintech excellence. Here, you'll embark on a thrilling journey with the sharpest innovators in the world of private wealth management and financial software development. Brace yourself for a remarkable adventure, as our client's latest product release has ignited a revolution in … asset management, unveiling an unprecedented, cosmic-scale approach to personalized and scalable wealth management solutions. Join us for a voyage into the future of finance! Our client is looking for passionate DevOps Engineer candidates with experience in some or all of the following (full training will be more »

fantastic new roles for .NET Software Engineer to join an ambitious Fintech. 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 Software Engineer with experience in .NET, .NET Core/ASP.NET MVC, C#, JavaScript, React and SQL Server. Our client will provide more »

fantastic new roles for .NET Software Engineer to join an ambitious Fintech. 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 Software Engineer with experience in .NET 8, .NET Core , C# and SQL Server. Our client will provide training in: .NET more »

roles for Full Stack 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 marketplace. It takes a team to make things happen and this team includes some of the most talented Full Stack Developer (NextJS, React, NodeJS) in the industry. This is your more »

Financial Regulation London £90,000 - £115,000 Basic + bonus & benefits. Are you a qualified lawyer with significant experience relating to regulatory matters within Wealth Management and Investment Platforms? Do you work for a law firm or financial institution? Would you like to change your role and work … Regulation based in London, with hybrid working. You will be a minimum of 4 Years PQE with a focus on various aspects of retail wealth and investments, including retail customer compliance matters, PE investment, M&A, asset sales, commercial arrangements, distribution, conduct, FCA engagement, capital requirements, remuneration and SM … you will be a qualified lawyer (4+ years PQE) with a background in Financial Regulation as it relates to organisations such as Investment Platforms, Wealth Managers, Custodians and SIPP providers, in addition to the below requirements; A good understanding of the regulatory framework, including regulatory permissions, COBS, CASS, Consumer more »

We are currently recruiting for a Finance Systems Analyst for one of our wealth management clients who is a leading and ambitious entity in the finance industry with a robust presence of approximately 450 dedicated professionals spread across the UK and the Channel Islands. Salary offered up to … supporting data flows, rolling accounting periods Own and maintain the existing finance systems data structures e.g. chart of accounts, business hierarchies Support any system management activities required e.g. configuration updates, integrations, and upgrades. Support the resolution of system issues: Investigate and determine the root cause of the issue Coordinate … capacity TM1/Planning Analytics development experience is absolutely essential Prior experience in managing P2P & expense systems is preferable e.g. Coupa, Concur, etc. Ideally Wealth Management experience, but willing to consider wider FS/outside of the industry Strong in-person and online stakeholder management skills PowerBI more »

have worked your way to the top in Tech, SaaS or FinTech, this is a brilliant opportunity to join a scaling FinTech in the wealth management space. Were looking for a passionate Lead Account Manager to head up an ever-growing account management team. The role. In … cultivating relationships with a diverse range of clients across three key segments: large advice firms and consolidators, advicetechs, and established fintechs. Extending beyond account management, you will play a central role in realizing our clients long-term growth plans, overseeing service reviews, and ensuring adherence to governance standards. Collaboration … areas of growth through innovative products and services. About you. To succeed, you will need Deep knowledge of the financial advice, financial planning, fintech, wealth management or investment platform sector To demonstrate a solid understanding of how technology can enhance the investing experience. Proven experience in team leadership more »

Operational Risk Analyst Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £50k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already establishing … this could be the start of an exciting journey for you. You’ll assist the Risk Manager with delivering and maintaining the enterprise risk management framework for the Group as well as performing a robust 2nd line assurance programme through the execution of RCSAs. You’ll work with senior … 1st line colleagues to complete risk management assessments to manage risk and also build a strong risk culture from top to bottom across the Group. You’ll have gained good experience in a broad Risk Management role within the Financial Services arena with a particularly strong understanding of more »

Senior Compliance Advisory Manager Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £75k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already … You’ll also be responsible for developing and implementing compliance training programmes and monitoring their effectiveness. In addition, you’ll perform horizon scanning, keeping management informed of and relevant regulatory changes, their potential impact on the business and recommending appropriate responses. You’ll have gained previous experience in a … Compliance experience within an investment management or wealth management environment and will be fully conversant with relevant FCA regulations. You’ll also possess excellent communication and stakeholder management skills and the ability to deliver engaging Compliance training at all levels across a business. Interested? Click apply more »

Financial Crime Analyst Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £50k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already establishing … start of an exciting journey for you. Reporting into the Financial Crime Manager, you’ll assist with the firm’s Financial Crime oversight and management to prevent and detect money laundering, fraud, terrorist financing and bribery. You’ll develop and implement policies, procedures and controls to ensure ongoing Financial … a 2nd Line Financial Crime role within the Financial Services arena and possess an excellent working knowledge of relevant AML regulations. Any previous investment management or wealth management experience would be advantageous as would experience of conducting financial crime investigations. Interested? Click apply and send over your more »

Who we are? Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has … to ensure document accuracy and compliance with organisational standards Responsibilities The primary responsibility is to conduct client file reviews for Financial Planning and Discretionary Management for both new and existing business according to agreed plan. Utilise information from Supervision and Compliance monitoring in relation to portfolio management, trading … and AML to assist in reviews Document review findings appropriately for feedback to Branch Principals and inclusion in audit reports. Create and maintain appropriate management information for distribution to management and committees. Create, maintain and update policies and procedures for reviewing and monitoring file reviews. Assist in providing more »