business based in the heart of London. They pride themselves on being a market leader in a number of different verticals such as Pensions, WealthManagement, Investment Strategies and more. Established over 40 years ago, our client is a now in a position to call themselves one of … technical implementations on bespoke solutions. Requirements/Responsibilities: 3+years’ experience in Python development. Possess the ability to produce concise, clear & maintainable code. Good stakeholder management/client facing skills. Able to work collaboratively in cross-functional development squads. Ideally come from a Finance or Wealth/Investment background. 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 wealthmanagement 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 »
Up-to £80,000 Brio Digital is supporting a finance services company that is rapidly expanding and bringing genuine value and technical excellence to wealthmanagement/financial services firm. As part of their expansion, they are looking for a Technical Consultant who will play a crucial role more »
and work through to implementation. Good knowledge of Life/Pensions products desirable. Awareness/experience of workflow solutions within Application Software. Experience in wealthmanagement and life administration, and savings and investments would be advantageous. If this role sounds of interest and you would like to have 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 wealthmanagement 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 »
Bath, Somerset, South West, United Kingdom Hybrid / WFH Options
Deerfoot I.T. Resources Limited
Award winning WealthManagement client is seeking an experienced and collaborative Risk Analyst to join our welcoming team. This full-time Risk Analyst hybrid role is based 2 days in Bath and offers a favourable salary of up to 50K and benefits (bonus, 34 days holiday, 7% pension … your first few weeks in this Risk Analyst role, you can expect to: Support the Risk Manager to ensure our client's Enterprise Risk Management Framework is operating across the company Analyse risks as well as identify, describe, and estimate the risks affecting the business Oversight and management … solutions to difficult business issues To apply for this Risk Analyst role, your soft skills, expertise and experience should include: Operational risk experience Stakeholder management and good communication skills Detailed and results-oriented Awareness and understanding of the Data Protection Act Good understanding of Consumer Duty regulations. Desirable: IRM 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, wealthmanagement, 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 wealthmanagement to deliver successfully for their clients. You’ll upskill the more junior developers, passing on your passion and helping them see what more »
and greeting at the office You will be responsible for business submission using bespoke software. Your role will involve day-to-day use and management of the Practices CRM database You will keep the back-office system updated maintaining live files and case notes You will be responsible for … bespoke software Excellent literacy, numeracy, and communication skills Strong attention to detail and able to problem solve and think on your feet Good time management and planning skills It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total … discretion St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 WealthManagement company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £179bn. This business more »
Bristol, Avon, South West, United Kingdom Hybrid / WFH Options
Hargreaves Lansdown Asset Management Limited
role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol-based FTSE 250 WealthManagement company. You will … with other teams within the business and external companies Supporting the team's risk and control activities to ensure good client outcomes and risk management culture About you We invest in our teams - we don't require you to have a background in financial services. A successful candidate must 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 wealthmanagement 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 »
minded customers around the world. With a global footprint, they serve more than 50 million customers worldwide with a complete range of banking and wealthmanagement services, enabling customers to manage their finances and protect and build their financial futures.Purpose:As part of our global expansion, we are … understanding of the workflow and approaches of:o BI analyst for visualisation, general analytics and operational processeso Data engineer for ETL and general data management\modellingo Data scientist\modelling workflow for machine learningo Data governance controls • Obvious experience working with functions in fintech or financial services such as:o more »
Compliance Analyst - WealthManagement 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 »
Greater Leeds Area, United Kingdom Hybrid / WFH Options
Trust In SODA
Job Title: Lead Cloud Engineer Location: Leeds Salary: Up to £80k Start: ASAP My client is one of the UK’s Leading WealthManagement firms. They are currently building out a Tech Hub in Leeds for their Personal Wealth Arm, and are now looking for a Lead more »
progressive, collegiate and is best described as high performance but low ego. This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and … look after a significant number of clients immediately. They are looking to hire an experienced investment advisor with an interest in re-inventing the wealthmanagement industry and the attributes to be successful in a dynamic, collegiate and ego-free culture. They are looking for someone who can … Ultra High Net Worth Clients Advise on all aspects of the Client’s Financial Life Plan and implications for wrappers and interaction with investment management Contribute to firm’s approach to lifestyle financial planning Be part of broader firm building initiatives Whilst our client is prioritising the person over more »
Leicester, Leicestershire, East Midlands, United Kingdom
Burgh Recruitment Limited
to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with … knowledge to deliver an unrivalled level of service to their clients. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 WealthManagement company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has … funds under management in excess of £179bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed more »
Product Owner Location: Hybrid London or Birmingham Salary: £75,000 - £95,000 dependant on experience Role Do you havegreat knowledge of financial services and WealthManagement? Have Experience in managing projects focused on digital solutions, processes and/or digital products? Then this may be the ideal role … a key point of contact in relation with customers. Organize and participate in regular customer status meetings. Must have experience in the following – • Client Management & Portfolio Accounts. • Costs and Charges. • UK & Overseas Settlements. • Custody & Reconciliations. • Cash Management & Reconciliations. • Corporate Actions. • Dividends. • Stock Transfers. • Finance/Accounting. • Client Reporting. more »
Royal Tunbridge Wells, England, United Kingdom Hybrid / WFH Options
Evelyn Partners
Company Description Evelyn Partners is the UK’s leading integrated wealthmanagement 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 »
ensuring that the organisation's business capabilities are well-defined, understood and optimised. This role requires a deep understanding of the offshore investment and wealthmanagement industry. Leading innovative answers to business problems and uncovering hidden solution capability and value, supporting the continuous development and enhancement of new … agenda is highly aligned to strategic business objectives. To achieve this, the role holder will bring a high degree of sophistication to senior stakeholder management, including the ability to translate complex technical concepts into plain English and to articulate the art of the possible in technology's role to … architecture views Experience of working in a range of change delivery models (e.g. Scrum, XP, SAFe, Waterfall/plan-driven) Proficiency in domain roadmap management Strong experience with solution architecture, including business capability-based architecture Familiarity with the RFI/RFP process, including technical and non-technical aspects Knowledge more »
King's Lynn, England, United Kingdom Hybrid / WFH Options
Quilter Financial Planning
Self-employed Mortgage Adviser Needed! One of our highly successful and leading businesses, IBA WealthManagement Ltd, are currently seeking a mortgage adviser to join their team, on a self-employed basis. The company recognise the importance of flexible/hybrid working providing their staff the option to … from home or a mix • Support of Director – Who is a very experienced Investment & Pension advisers and industry person • Opportunity to go on a Wealth Journey with QFP Financial Adviser School and to transfer into their other business area doing Investment & Pensions as a restricted financial planner Key Words more »
supported in their career. Their UK presence comprises over 50 business professionals delivering audit, tax compliance and advisory, book-keeping, accounting, payroll, company secretarial, wealthmanagement and other administrative services to their clients. They leverage technology in everything they do. They offer a client-focused director-led service … then you are in the right place. You will be fully experienced in all aspects of accounting and tax work, including the preparation of management accounts for large clients, managing end to end accounting and tax filings for limited companies across sectors. You will already be managing your own … can articulate services delivered clearly Experience in managing a team of seniors, semi-seniors and juniors to deliver to the client portfolio under your management Be a role model and fully motivate your team to drive the team forwards Experience in Xero and/or Quickbooks, IRIS and/ more »
Grimsby, England, United Kingdom Hybrid / WFH Options
Recruit UK | Certified B Corp™
support towards Diploma Opportunity to progress through the business Auto-enrolment pension Employee-owned business Skills and experience required: Previous experience working in a wealthmanagement/financial planning firm Good technical knowledge in pensions, protection and investments Excellent communication skills Someone who takes pride in their organisation more »
digital intelligence with a human touch to enable smarter, more flexible and more secure advice delivery. We are a passionate collective across financial services, wealthmanagement, enterprise software development, UX design and client delivery, that show up every day to help financial institutions to transform how advice is more »
plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme. more »
Financial Controller – Private Debt – CRE (Loan Asset Management) - 2 Positions Available 22 Bishopsgate, London – Hybrid Permanent At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest … FMCG Private Debt, and you will be part of AXA IM Real Assets.DISCOVER your opportunityAXA Investment Managers (AXA IM) is a multi-expert asset management company within the AXA Group, a global leader in financial protection and wealth management. AXA IM is one of the largest European-based … asset managers with approximately 830bn in assets under management as of the end of September 2020. AXA IM employs 750+ investment professionals around the world and operates out of 15 investment centers.Given its growth prospects, the Commercial Real Estate & Infrastructure Fund Management Controlling Group team of AXA IM more »