76 to 100 of 136 Permanent Wealth Management Jobs in the UK

The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + … meeting clients’ needs and objectives of full client recommendations and subsequent suitability reports with clients and providers The Person: Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. We are looking for: Minimum QCF Level 4 diploma qualified 1+ years … to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc) Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter What next? Follow the link attached to apply via CV submittal. Further questions? Feel free more »

global scale with offices across nearly every continent. They operate a wide and large client list, including UHNW individuals, privately and publicly owned businesses, wealth management services, private equity funds, FTSE 250 companies, and major corporations. As mentioned, the investment the firm makes into its people is unrivalled more »

Head of Business Intelligence/Team Lead - Wealth ManagementLondonThe role of Head of Business Intelligence is to lead the development and implementation of reporting and analytics solutions within the IT department. Reporting to the CTO, the role involves setting the vision and strategy for business intelligence, managing a small … team, and collaborating with stakeholders to prioritise and deliver solutions.Responsibilities include capability development, business intelligence solution delivery, performance and quality management, and maintaining technical expertise.The ideal candidate has extensive experience in Business Intelligence, data modeling, Azure platform, SQL databases, and DevOps practices.Desired skills include stakeholder relationship management, familiarity … with big data technologies and Azure cloud architecture, relevant certifications, and project management experience. The role may involve additional duties as required.Skills: * Azure Knowledge: Comprehensive understanding of the Azure platform, including knowledge about its architecture, services, and security measures. * Detailed working knowledge of one or more market leading business more »

ensure consistency and compliance with enterprise architecture standards. Documentation: Create and maintain comprehensive architectural documentation, including design diagrams, technical specifications, and integration plans. Risk Management: Identify and mitigate architectural risks and issues throughout the project lifecycle. Performance Optimization: Ensure solutions are optimized for performance, scalability, and security. Mentorship: Mentor … a related field. Master's degree preferred. Experience: Minimum of 12+ years of experience in IT architecture, with a focus on financial services or wealth management. Technical Skills: Proficiency in architectural frameworks and methodologies Web and Mobile Technologies: Experience with frontend and backend technologies Mobile Technologies: Experience with mobile … communication and interpersonal skills. Strong problem-solving and analytical abilities. Ability to work effectively in a fast-paced, dynamic environment. Strong leadership and team management skills. more »

ensure consistency and compliance with enterprise architecture standards. * Documentation: Create and maintain comprehensive architectural documentation, including design diagrams, technical specifications, and integration plans. * Risk Management: Identify and mitigate architectural risks and issues throughout the project lifecycle. * Performance Optimization: Ensure solutions are optimized for performance, scalability, and security. * Mentorship: Mentor … a related field. Master's degree preferred. * Experience: Minimum of 12+ years of experience in IT architecture, with a focus on financial services or wealth management. * Technical Skills: o Proficiency in architectural frameworks and methodologies o Web and Mobile Technologies: Experience with frontend and backend technologies o Mobile Technologies … skills. o Strong problem-solving and analytical abilities. o Ability to work effectively in a fast-paced, dynamic environment. o Strong leadership and team management skills. 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 »

K SALARY The Client A highly regarded boutique Investment Management Company The Role The Client Data Administrator will join a vibrant Client Services & Client Data team, undertaking all aspects of administration of client’s cash and assets. The Client Data Administrator will be experienced with Client Data from a … Wealth Management business perspective, understanding KYC/AML documentation, knowledge of Client Onboarding and Client Account Opening. Maintaining Client Records and having an understanding of Securities Pricing & Reference Data – as this role will be a Senior Member of the team and supervising the workflow of others. The Client … as Mifid, Cobbs & GDPR. The Candidate At least 3-5 years relevant industry experience working with Client Data, Static Data, Client CRM systems within Wealth Management or Investment Management setting. Solid knowledge and experience of FCA Regulations and Market Practice relevant to Private Clients Experience of account more »

Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net … offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.Marcus … help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We more »

The Company Our client is a Wealth Management company based in the City of London, highly recognised with a fantastic reputation. The Role The Investment Administrator/Investment Assistant will support an established Investment Management team and will be responsible for drafting client reports to coincide with … internal systems to be processed by the Investment Manager. The Candidate A minimum of 2 years Investment Assistant/Investment Administration experience supporting a Wealth Management desk Ideally level 4 RDR qualified - or willing to study IAD eventually Excellent written and verbal communication skills. Organised and able to more »

Designing and building a micro-service based Pre-Trade platform for global Equity Derivatives business. o Migrating Excel-based pricing/param/risk management tools onto service-based Web apps on Azure cloud - The candidate will be expected to closely liaise with trading, sales, structuring and the tech … listed, OTC and exotics. - The candidate will be able to rapidly learn in-depth knowledge and gain experience of Equity Derivatives trading/risk management from both technology and business perspective. Your team • You’ll be working within the ACQA Quant Platform team working with the wider QAD team … scripting language (Python, Javascript/ReactJS + TypeScript). *LI-GB About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

conjunction with other compliance team members. Establish scope, conduct and document testing, write up output into digestible format suitable for reporting to the local Management Boards. Use existing work flow tool to perform surveillance activities. Tracking issues to ensure resolution. Regulatory reporting – submission of Compliance reporting to the FCA. … or Reg Data and assisting other members of the team in the submission of short selling reporting, takeover panel reporting and majority shareholding reporting. Management Information – Produce high quality, informative and accurate Management Information regarding the status of the Compliance Monitoring Programme, AML statistics and other Compliance data. … business by working with other members of the Compliance team to assist with the implementation of Regulatory change EXPERIENCE REQUIRED: 3-5 years Asset Management/Wealth Management Compliance experience. Strong knowledge and understanding of the financial services industry, the market participants, products and services provided, and more »

and potentially juggle several tasks at the same time. *LI-GB About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

join our fixed income algorithmic trading team within UBS Global Markets. This is a fast paced and collaborative team specialized in the development and management of best-in-class automated strategies in the fixed income space. The role will be focused on Interest Rate Swaps and government bonds with … fast paced quant development team, whose goals are directly aligned to the business • You will employ analysis to help optimize systematic quoting and risk management strategies. You should possess strong analytical skills and a passion for financial markets but also be experienced in object-oriented programming preferably in Java. … electronic fixed income eco-system: trading venues and protocols *LI-GB About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

software development and technology function is split between 5 business-facing technology domains: • Corporate Technology• Client Technology• Investment Technology• Operations and Private Assets Technology• Wealth Management Technology domainIn addition there are teams which operate as shared services to Technology namely:• Enterprise Technology (comprising our Architecture, Cloud, Data, Delivery … and Engineering practices) • End-User and Production Services (including production support, release and access control)• Information Security and Risk• GT Management Office in which sit our Business Management teams and our Chief of Staff.Our application estate comprises both commercially-available off-the-shelf software packages best suited to … and data model designs.• Excellent written and spoken English, and well developed communication skills to help manage relationships with stakeholders of all levels• Line management responsibilities for engineering teams.What you'll be like• You'll enjoy working in teams with many different people• You'll be able to remain more »

London or Hants - £100-120k basic + bonus Leading Wealth Manager is seeking a Tech Lead/Lead Developer with Python and Django/other web framework to be based 2 days per week in either their London or Hampshire/Hants offices. Great opportunity to get into … team leading at least 2-3 software engineers Role Overview The Lead Developer is a critical leadership role, for the web development of our Wealth Management client's in-house platform. As the Lead Developer you will have responsibility both for the leadership and management of your … working in a fast-moving, dynamic (ideally start up or similar) environment The successful candidate will be responsible for the following: Day to day management and leadership of the developers in the team, reporting into the Chief Technology Officer Provide mentoring and technical guidance to the team, including giving more »

detail, client-centric approach, and be a self-starter who can work well under pressure. They should also have excellent analytical, problem-solving, time management, and communication skills. Desirable skills include knowledge of investment funds and related products, retail platform experience, agile methodology, management and influencing skills, experience … equity compensation and brokerage, cross-organisational collaboration, financial planning, and working in a fast-paced, growth-oriented environment. The client is a global investment management firm that offers a wide range of financial products and services, including mutual funds, retirement plans, and wealth management services. Spearhead the … aspects of product development Thrive in a fast-paced, high-pressure environment while maintaining strong attention to detail Showcase excellent analytical, problem-solving, time management, and communication skills Preferably bring experience in areas such as investment funds, retail platforms, agile methodology, equity compensation, and cross-organizational collaboration Exhibit strong more »

London Office. Quant Capital is urgently looking for a Salesforce Business Analyst to join our well-known Fintech50 client who produces software disrupting the wealth management market. My client has dominated the domestic market with their SaaS offering and they are looking to replicate this success internationally, to … to Technical operations.This team is responsible for developing the use of data to drive business performance – collecting, reporting and analysing data. This includes the management of data, including collection, storage and integration, and ensuring that all business management, finance and performance systems meet business needs. This a technical … Validation rules Creating workflows Flows Process builders Lightning Creating roles/profiles/users/objects/fields/tabs Excellent knowledge of data management and decision support systems. This should include data quality and data integration, as well as tools for reporting and analysis. Excellent knowledge of data more »

is a real opportunity for sales talent at all levels to learn and develop in our growing business.The team is led by a strong management team who offer training, development and coaching that allows both early and experienced talent to progress in their career. The culture on the floor … be responsible for the promotion and development of our bespoke analysis and research solutions to Tier 1 Financial Service Institutions (Retail Banking, Insurance, Payments, Wealth Management) across our portfolio globally.Using a combination of high activity, passion and strategic time management, the Major Accounts team is required to … to incumbent suppliers.- Working with the delivery team to ensure that final delivery of all projects is to client customer satisfaction;- Taking responsibility for management of on-going client relationships and understanding their objectives and needs; and- Supporting clients with timely and high-value suggestions for projects.What We Look more »

and architecture teams Experience selling professional services, for example, consultancy and system integrator Experience across financial services, notably one or more of banking, insurance, wealth management, payments and financial infrastructure A consistent track record in providing technical leadership in areas including application, business, and integration architectures. Must be … and growth opportunities and purpose led meaningful work. We believe diversity fuels ingenuity. Diversity of thought brings exciting perspectives; diversity of experience brings a wealth of knowledge, and diversity of skills brings the tools we need. When we bring people together with diverse backgrounds, identities, and minds, embracing that more »

and enhance the existing java and spring code base. Your visualisation of the impact your code has, will allow the company's investments and wealth management to deliver successfully for their clients. You’ll upskill the more junior developers, passing on your passion and helping them see what more »

D activities. Coordinating tasks among program teams, internal departments, and external organizations. Establishing and leading project teams to optimize delivery efficiency within a matrix management environment. Ideal Candidate Profile: You are recognized for your purposeful leadership and your ability to drive projects to successful outcomes. Thriving in fast-paced … environments, you excel in time management and maintaining composure under pressure. Your creativity and motivation empower you to take initiative and adapt to evolving priorities. As a collaborative team player, you build strong relationships with peers and stakeholders, fostering an environment of knowledge sharing and innovation. Key Competencies: Experience … in managing large-scale Change/Transformation programs. Knowledge of the wealth management and pensions industry. Understanding of Information Technology systems in a Financial Services context. Proficiency in working with outsourced partners and providers. Track record of successfully managing complex solutions, teams, and activities. Strong IT skills, including 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 »

footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail … our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing more »

Are you a seasoned M&A professional with a proven track record in the wealth management industry? Do you possess the expertise and vision to drive successful mergers and acquisitions in this dynamic sector? If so, we have an exciting opportunity for you to join our esteemed client … dedicated professionals is committed to excellence, innovation, and fostering enduring relationships built on trust.Position Overview:As the M&A Director/MD specializing in wealth management M&A, you will play a pivotal role in spearheading our expansion in this rapidly evolving sector. We are seeking a visionary … leader with a deep understanding of the wealth management landscape, who can navigate the complexities of mergers and acquisitions to unlock value for our clients.Key Responsibilities:Lead and execute mergers, acquisitions, and divestiture transactions within the wealth management industry.Collaborate with clients to understand their business objectives more »

banking and financial advisory firm, is searching for a seasoned and accomplished Vice President (VP) specializing in FIG M&A covering the asset and wealth management sectors to enhance their team in London. If you are a VP with over six years of experience in the financial industry … particularly in FIG and asset and wealth management, we're eager to hear from you.Responsibilities:Spearhead and oversee M&A transactions within the asset and wealth management sectors, including conducting financial analysis, due diligence, valuation, and deal structuring.Develop and manage intricate financial models to assess potential … clients, industry experts, and key stakeholders to cultivate new business opportunities.Keep abreast of industry trends, regulatory changes, and market developments pertinent to asset and wealth management.Requirements:Bachelor's degree in finance, economics, or a related field. Possession of an advanced degree (MBA, CFA, etc.) is advantageous.Extensive track record in more »