1 to 25 of 111 Permanent Wealth Management Jobs in the UK

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 … 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 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 »

their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and more »

their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and more »

their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and more »

their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and 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 … 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 more »

THE COMPANY An established and highly reputable Wealth Management firm based with the City of London. THE ROLE The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and maintaining client business already … and seminars both in person and virtually. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WEALTH MANAGEMENT business. The Sales Trainer will work alongside the WEALTH MANAGEMENT firms sales leadership to identify areas of improvement and build … strategies to better them. The Sales Trainer will design and deliver an effective new joiners proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »

SALARY: 70-90K The Company An established and highly reputable Wealth Management firm based with the City of London. The Role The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and … the Front Office Investment & Financial Planning teams. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the Wealth Management business. The Sales Trainer will work alongside the Wealth Management firms sales leadership to identify areas of improvement and build … to better them. The Sales Trainer will design and deliver an effective new joiner’s proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »

Acquisition/Integration Support (Private client wealth management) City of London/Hybrid C £35,000 plus bonus and excellent benefits package The Opportunity Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function. This opportunity … would suit a candidate looking to launch their career in the wealth management sector and develop their operational and administration/Excel skills. As this business grows it will offer the opportunity to develop a long term career in the business. The Role You will be joining a … communication and meeting with vendors and income reconciliation together with numerous assorted tasks. You will gain exposure to all areas of the business and wealth management generally and develop relationships with stakeholders in the business. About you Whilst experience is advantageous in Wealth Management/Financial more »

Company Overview: Join a leading innovator in wealth management technology, dedicated to transforming how fund houses operate. We specialize in cutting-edge solutions that streamline processes, enhance decision-making, and deliver superior results. Our dynamic team is passionate about driving success for our clients and we are looking … Role Overview: We are seeking an experienced Sales Consultant to join our remote team in the London area. This role involves selling our advanced wealth management technology solutions to fund houses. The ideal candidate will have a strong network within the fund house space and a proven track … on industry trends and competitor activities. Collaborate with the marketing and product teams to optimize sales strategies. Requirements: Proven experience in sales, preferably in wealth management technology. Strong network connections within the fund houses space. Excellent communication, negotiation, and presentation skills. Ability to work independently and manage time more »

hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and Wealth Management clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … for their delivery of client workLead client engagements and develop strong long-term client relationships as a trusted business advisor in the Investment and Wealth Management sectorOwn and develop propositions, develop innovative thought leadership and support the growth of our businessLeverage your existing, and develop new, trusted relationships … junior team membersLearn from the best in the BusinessConnect to your skills and professional experienceEssentials:Extensive experience working within a top-tier Investment or Wealth Management firm, or consulting firmProven track record of designing, delivering and leading large projects and programmes, including complex business and technology transformations in more »

Executive Location: United Kingdom (Remote with occasional travel) Salary: Up to £120,000 base + bonus/commission Industry Sectors: Financial Services, Local Government, Wealth Management, Insurance, Manufacturing, Healthcare, Utilities Job Type: Full-time, Permanent About the Role We are seeking a dynamic and results-driven Senior Sales … on selling our cutting-edge solutions, powered by the Microsoft Power Platform, to a diverse array of industry sectors including Financial Services, Local Government, Wealth Management, Insurance, Manufacturing, Healthcare, and Utilities. The successful candidate will be responsible for establishing and expanding our footprint in the UK market by … revenue growth. Strategy: Develop and execute a robust sales strategy tailored to the UK market, targeting key sectors such as Financial Services, Local Government, Wealth Management, Insurance, Manufacturing, Healthcare, and Utilities. Management: Manage and grow a portfolio of clients by understanding their business needs, providing tailored solutions more »

hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and Wealth Management clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … recognised for their delivery of client workPlay an active role in the recruitment and career development of more junior team membersLeverage your Investment and Wealth Management expertise to lead on projects, develop innovative thought leadership and support the growth of our businessOwn and develop trusted relationships with our … grow the firmLearn from the best in the BusinessConnect to your skills and professional experienceEssentials:Extensive experience working within a top-tier Investment or Wealth Management firm, or consulting firmProven track record of designing, delivering and leading large projects and programmesSubject matter expertise in the Charles River Development more »

Head of Development/Engineering - Wealth Management - £150,000+ Orbis are partnered with a Wealth Management firm in London who offer a variety of services for high net-worth individuals and institutions, with a focus on helping them achieve their long-term financial goals through innovative … by 2025. This will be around 20% hands-on, so some coding will be required. You'll also be responsible for: Day to day management and leadership of the team, reporting directly into the CTO Identify any technical inefficiencies in existing systems and provide solutions for improvement Drive implementation more »

hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and Wealth Management clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … and associated critical paths, to deliver outcomes in a controlled and effective mannerParticipate fully within Deloitte to assist the growth of the Investment and Wealth Management practice, including supporting the firm’s commitment to creating a more diverse and inclusive cultureSupport business development work such as pre-sales … quality and timescalesLearn from the best in the BusinessConnect to your skills and professional experience Essentials:Experience working within a top-tier Investment or Wealth Management firm, or consulting firmExperience supporting delivery projects and programmesExperience working with the Charles River Development system across either functional areas or across more »

Technical Business Analyst - Wealth Management Our client, a leading financial services firm, is seeking an experienced Technical Business Analyst to join their UK Wealth Management IT team in an Application Delivery role. This is an exciting opportunity to drive innovative IT solutions and system changes that … and financial data formats/protocols (FIX, FIXML, SWIFT, etc.) Front-to-Back trade lifecycle knowledge, preferably cross-asset class In-depth understanding of Wealth Management domain (client lifecycle, order flows, asset viewing, reporting) Proven ability to produce precise specification documentation Excellent communication skills to explain technical concepts more »

Are you passionate about DevOps and eager to drive innovation in a cloud-first environment? We are a forward-thinking wealth management company dedicated to making financial advice more accessible. Enjoy the close-knit atmosphere of a smaller company with the stability and growth opportunities of a larger … organization. Join us during this exciting growth period and help shape our DevOps strategy. About Us: We are at the forefront of wealth management, committed to providing leading-edge technology solutions. Our goal is to build the right foundations and strategy for DevOps, ensuring continuous improvement and innovation … you contribute 6%, we will contribute 15%. Private healthcare. Dental cover. Join us and be a part of our innovative journey in transforming wealth management technology. more »

working independently. Occasional travel to one of our offices may be required. Who are Argentis? What do we do? This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group. We have one mission at our … core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses. We’re looking for talented people to join our teams, to help us 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 »

Institutions taking advantage of the platform features to secure business advantage. About the role We are seeking a Production Support Analyst to join our Wealth Production Support team, which includes SS&C Hubwise. The role involves issue management from external and internal clients to meet KPIs and SLAs … areas to ensure a robust and scalable production environment for internal and external customers. This role requires a strong technical foundation, particularly in database management and ITIL-based support practice , combined with a solid understanding of the financial services and Wealth Management industry . Team Responsibilities Application … Support – ensure that the application is working correctly as deployed. Issue Management – analyse, investigate, and allocate for resolution and closure for all issues. Change Management – support testing and release process for production fixes. Project Handover – facilitate the transition between project support and production support for all change. Service 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 »