51 to 75 of 111 Permanent Wealth Management Jobs in the UK

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 »

TCFD, ISSB, SBTi, Transition Pathways Initiative, etc. · Familiarity with relevant stewardship codes of conduct (e.g. the UK Stewardship Code). · Good knowledge of data management software, e.g. Excel. SQL programming experience desired but not essential. · Ability to navigate an increasingly complex environment and maintain focus on our core fiduciary … three together are underpinned by our behavioural foundation: Integrity. These values and our mission give us our sense of purpose: we want to support wealth holders who want to do well by doing good. About Tribe Tribe is an exciting, high growth, award-winning, wealth management firm … impact process and client base over the last 8 years, we are now focussed on growing the Tribe further. Our approach to investment and wealth management combines our clients’ values, their financial aspirations and the change they want to see in the world - their impact. We then build more »

a wide range of stakeholders in areas such as Client Services. Risk and Compliance, CASS, Continuous Improvement and external Custodians A historically well performing Wealth Management firm with strong plans Flexible hybrid working set up - 3 days in office The role: Supporting the Operations Director this key management role will lead and provide strategic direction for various Operations teams, Settlements, Client Cash Management and Custody/Transfers) against a firmwide 5 year plan. This will encompass a number of exciting change initiatives, process improvement and automation. To fit well in the role you will have: Significant … experience leading cross-functional teams in the Wealth Management sector and influencing peers and senior staff in other teams. Significant stock market knowledge, ideally gained in the clearing sector, including working CREST and custodian experience and a solid understanding of international settlements, custody, and cash management. Strong risk more »

sustainable, rewarding, global-leading company who strive to make a difference in our clients lives and financial wellbeing. We have opportunities for Investment Advisory Wealth Managers who want to join us on our journey of growth and recognition. We have a major global focus on training, career progression, and … to enable the continued support of your own personal career goals and aspirations. deVere deliver personalised, independent financial advice to each client. As a Wealth Manager, you are alongside your clients to help, guide and navigate their financial plans. Your role will be to build solid relationships, help clients … sorts of financial products and services; taking a holistic approach to meet every client’s needs. Key Activities Build and develop a bank of wealth management clients (B2C only). Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong more »

data to generate crucial reports. This role comes with a lot of responsibility, but the rewards are equally substantial. This is a well-renowned wealth management firm that is dedicated to nurturing and developing your career right from the start. You will already be using SQL and SSRS … BI or Tableau, or any similar analytics platform. In addition, you will be tasked with supporting and maintaining the current data architecture. Experience in wealth management and machine learning is a plus. The starting salary is up to £50,000 + a bonus that is reflective on your more »

MHA Caves Wealth is the wealth management division of MHA, one of the largest firms of accountants, tax and business advisers in the UK. We provide expert, independent wealth and investment management services for individuals and their businesses. The firm has its head office in … and codes of conduct. Dealing with regulatory information requests in an open and honest manner. Key Responsibilities: • Ensuring the firm keeps up to date management information (MI) and that any adverse trends or recurring problems identified are reported to the Compliance Manager. • Assisting the Compliance Manager in ensuring appropriate … from either Financial or Professional Services. • Diligent, analytical, with a good eye for detail. • Excellent written and verbal communication skills. • Good organisational and time management skills. • Ability to multi-task. • Excellent IT skills, including use of Microsoft Excel, Word, and PowerPoint. • Ability to foresee potential issues and to provide 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 »

potentially suspicious activity. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we … to control owners to promote consistency across business units and regions in adherence to global standards, continuous improvement of processes and controls, and effective management of financial crime-related risks. The QA Analyst based in Glasgow is responsible for performing targeted GFC QA reviews based on prioritised workstreams that … feedback with one or more areas of GFC QA coverage, as well as being their primary point of contact for GFC QA. Supporting QA management in efforts to enhance consistency in the performance of GFC activities across processes, business lines, and regions. Supporting QA management as needed during more »

of both covered and peer companies; Analysis of industry data, trends and related company strategies; Developing detailed financial models for covered companies; Interaction with management teams and engagement with Corporate Broking to maintain existing corporate relationships and develop new relationships; Publishing thematic stock and sector research notes for institutional … been a strategic advisor to entrepreneurs, families, private and public companies for over 145 years. We are a full service, investment-led business offering wealth management, asset management and investment banking services. How we work is equally important to us. Deeply proud of our heritage and reputation more »

Finance Data Lineage Director (AVP) Glasgow 3252527 The Glasgow Finance Division helps senior management and its individual business units manage the Firm's risk by implementing financial controls over our business activities. The division is crucial to safeguarding the Firm's franchise, reporting on current performance, and evaluating business … not a prerequisite. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we … product knowledge. Experience with regulatory reporting or BCBS 239 would be advantageous. Understanding and experience of good governance, preferably data governance. Experience with metadata management tooling would be beneficial but is not necessary (e.g.: Collibra, MetaCenter, Solidatus). We offer: The opportunity to work in the Finance department 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 »

About Customer Lifecycle Management (CLCM) Team Our Customer Lifecycle Management team focusses on managing and predicting customer needs through the different vintages, pathways and points in time, both in their customer life with Barclays, as well as their life stages and differentiated financial need. They will define the … consistently excellent at scale. What will you be doing • This is a leadership position, which reports directly into the MD Head of Customer Lifecycle Management (CLCM). The Customer Contact Optimisation Director will use customer diagnostics (emotional and functional needs) & behaviour analysis combined with model outputs to target and … and commercial planning processes • Build strong and productive relationships across functions to influence critical partners across Barclays UK including Customer, Product, Channels, Business Banking, Wealth Management, and COO teams. • Customer-centric decision making with ability to influence teams to drive and execute against the right opportunities and optimise more »

Role: Analyst OR Associate - Investor Relationship Management (Private Equity) Location: Birmingham City (UK) Office based with flexible working (3 days in office per week/2 days from home). About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Clean … has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across … strong results in GRESB benchmarking for its clean energy strategy. Department Overview: Client Relations: The Capital Dynamics Client Relations team is responsible for the management of the firm’s 1,500+ global investors. Client Relations acts as the one consistent contact for investors throughout the relationship and as a more »

Albany Beck is an award-winning consultancy specialising in Technology, Risk and Compliance within Financial Services. We work with top tier Investment Bank, Asset Management firms, Hedge Funds and Fintechs. What differentiates us from other consultancies is our people and as a result; As an organisation, we are focused … and large Regulatory programmes. Job Summary We are seeking an experienced and dynamic Test Lead with a strong background in Avaloq to join a Wealth Management company based in London. The successful candidate will lead our testing efforts, ensuring the quality and reliability of our Avaloq banking software … solutions. This role involves overseeing the entire testing lifecycle, from planning and strategy to execution and delivery. Test Management: Develop and implement comprehensive test strategies and plans for Avaloq projects. Coordinate and lead all testing activities, including functional, integration, regression, and user acceptance testing (UAT). Quality Assurance: Ensure more »

lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity Wealth & Insurance Technology (WInTech) adopts a business led approach to achieving technology enabled transformation.Our Insurance and Wealth Management clients engage us to solve … experience of vendor assessment and selection as a part of RFI/RFP process.Experience of working with insurance vendors, third party service providers and management of vendor relationships.Providing technical design governance, solution quality assurance and design reviews to keep complex technology programmes on track against industry good practice and … documents, reference architectures, functional or technical design specifications and integration designs etc.Understanding of Cloud capability and solutions including application, business case and benefits.Strong stakeholder management skills: proven track record in independently engaging and managing a range of client and internal stakeholders, including senior client representatives.Ability to analyse and define more »

SearchDATA Group are partnered with a Newcastle-based business that are striving to revolutionise wealth management by using technology to drive change and deliver innovative solutions that simplify financial planning. Their approach blends the best in qualified and regulated financial advice with technology that gives you the know … is looking for an experienced C# Developer to join its large technology team, responsible for the delivery of their software platform that consolidates your wealth, allows you to make investments, and gives you expert-level financial advice. This role allows for a balance of independent work as well as more »

the future of an integrated platform that services financial services clients. Working with cloud-based, state-of-the-art technology, and a microservices-based wealth management product, the Technical Consultant/Analyst Programmer focuses on integrating software into clients operating environments, while showing clients how to use products … be driven and interested to gain some serious financial experience. The future of this role moves either down the architecture route or the development management path. My client offers one of the best training and development packages in the market, all inclusive. My client is based in London currently more »

and work through to implementation. Good knowledge of Life/Pensions products desirable. Awareness/experience of workflow solutions within Application Software. Experience in wealth management and life administration, and savings and investments would be advantageous. If this role sounds of interest and you would like to have more »

Job Title: Security Engineer Salary: £80,000 to £100,000 We are seeking a Security Engineer, for a fast-growing FinTech firm, specialising in Wealth Management and Financial Advisory. As the first dedicated cybersecurity professional you'll play a pivotal role in establishing and fortifying the firm's … processes. Conduct thorough reviews of existing tools and processes, identifying gaps and implementing enhancements to strengthen our security posture. Perform security scanning and vulnerability management, taking proactive measures to reduce operational risks. Monitor security alerts and implement mitigations to safeguard against potential threats and attacks. Develop and deploy tools … Familiarity with distributed event stores such as Apache Kafka. Proficiency with operating systems (e.g., Linux) and command-line interfaces. Experience with network security, incident management, and penetration testing. Familiarity with automated cloud-based CI/CD pipelines and secure software design principles. In addition to your technical prowess, we more »

Client Controls Business Analyst - £57,000 - London or Newcastle - Hybrid I am currently looking for an experienced Risk Analyst to join a leading asset management company in the UK! This position would suit someone who has at least 2 years’ experience in a client facing risk analyst role, and … who ideally has a background in the asset/wealth management industry. This position will involve identifying, analysing and mitigating operational risk issues across the client facing teams in the company. You will need the following: Microsoft Office skills to analyse data quickly and confidently. Business support skills … to align with client-facing teams. An appreciation of risk management and the ability to identify risks. Strong collaboration and problem-solving skills. Capable of building relationships and communicating effectively. The company have a very strong reputation on the market and offer impressive benefits and flexibility for their employees. more »

Our client are a global consultancy, working on an exciting project in the Asset/Wealth Management space. They are on the lookout for an Automation Tester to come in on a contract basis. Key Skills/Requirements: Java Cucumber experience Angular E2E testing Selenium experience REST & SOAP more »

Compliance Analyst - Wealth Management Bristol Area (1-2 days a week in office) £35k - £45k DoE Minimum of 1-2 years experience within Compliance or as a Paraplanner Role Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer more »

responsible for supporting the IFAs in delivering exceptional administrative support to selected advisers. Client Details This firm is well established and reputable within the wealth management sector. Based in Manchester city centre, they will offer the successful candidate a chance to develop in an IFA Administrator role and more »

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities … and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partner Why Evelyn Partners Tunbridge Wells Located centrally within Tunbridge Wells, our office at … Wells Railway Station. Additionally, we provide on-site parking facilities. Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces. We pride ourselves on fostering a supportive and inclusive environment, prioritising learning, and development to more »

support towards Diploma Opportunity to progress through the business Auto-enrolment pension Employee-owned business Skills and experience required: Previous experience working in a wealth management/financial planning firm Good technical knowledge in pensions, protection and investments Excellent communication skills Someone who takes pride in their organisation more »