1 to 25 of 127 Wealth Management Jobs in England

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 »

Prime Brokerage, Repo & Stock Loan and Listed Derivatives Clearing businesses. The group also supports Collateral Operations, as part of an integrated strategy for collateral management technology. Your expertise • experience building test automation framework on cloud • Ideally, experience 8+ years in java/python, emphasis on performance critical programming • very … knowledge of web front-end technologies, i.e. HTML, CSS, JavaScript & Ajax • managing maintenance of applications and performing technical change requests scheduled according to release management processes • knowledge and experience of working with a code repository and CI/CD tools such as Teamcity, Jenkins, Gitlab This role offers a … and delivery of efficiency gains to the IB division of UBS. 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 »

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 »

Role: Analyst OR Associate - Investor Client Relations (Private Equity) Location: Birmingham City (UK) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private credit. Established in 1988, the Firm 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 12 offices in … Associate to join our investors Client Relations team to support, co-ordinate and assist the Client Relations Team Manager with the day-to-day management of existing investor client relationships as well as the investor activities for Capital Dynamics globally. The role will be based out of our Birmingham 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 »

Marketing Executive – Up to £60,000 +Bonus & Benefits – Global Asset Management – Hybrid Working (London) *Please note, we are only accepting applications for canddiates with direct asset/wealth management experience.* Your new company Hays are currently working in partnership with a global asset management firm to … region. This will include executing across the full marketing mix (Digital, events, content, brand & PR). You will also support on content marketing, campaign management, budget monitoring & material governance. You'll work with leaders within your regions (based in London) & build rapport to ensure marketing is supporting wider business … objectives. This role would suit someone who has worked within asset management previously & is keen to join a global asset management business with huge growth plans. You’ll enjoy working with a variety of professionals & work within a cultured driven team. What you'll need to succeed 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 »

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 »

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 »

and fostering data-driven decision making across the organization. You'll play an important role in our journey towards smarter and more advanced inventory management and optimization of available assets. This will help ensure our vision of having collateral assets where we want them, when we want them, and … specific experience in finance or banking a plus has context menu 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 »

IT Support Analyst | Digital Wealth Management | London, Hybrid | £35k + Bonus, Benefits ❗Note: This role does not provide Visa sponsorship❗ 💡Recognised as one of the best places to work by Great Place to Work UK, our client, a Digital Wealth Management house requires an IT Support … focus is on the personal relationship they develop with customers, underpinned by multi-channel customer reach and global investment expertise via a digital Investment Management platform. Entirely in the cloud, taking advantage of powerful commoditised offerings, the firm are building a bespoke cloud-native solution. Backed by one of … the largest names in the Asset Management space, this FinTech was created 5 years ago, and, whilst having the stability and backing of a major firm, now build their own technology! As the public face of the IT Department, the Service Centre provides essential support to the business and more »

related field. Proven experience in data engineering, data analysis/processing, machine learning techniques, data warehouses, data pipelines, preferably in a Financial Services or Wealth Management environment. Systems/Internal Processes Familiarity with programming languages such as Python, R or Java and with data analysis libraries (e.g. Pandas 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 »

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 »

an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, and constructing and … maintaining relationships with important stakeholders to achieve this. The Product Risk Manager will require Wealth Management or Private Banking product knowledge and will confidently be able to provide constructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating … as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Bank’s management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all 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 »

Lead Platform Engineer Leading Wealth Management Firm Leeds/Remote About Us: Join a pioneering wealth management firm dedicated to empowering individuals and families worldwide to achieve their financial dreams. With our visionary approach and advanced technology, we deliver tailored solutions that redefine wealth management. … Position Overview: We're seeking a dynamic Engineering Lead to drive innovation and excellence in our team. You'll spearhead the design, implementation, and management of cutting-edge infrastructure solutions, ensuring our systems are secure, reliable, and scalable. Responsibilities: Lead our DevOps team in crafting and maintaining scalable infrastructure … development opportunities. Collaborative and supportive work environment. Ready to Make Your Mark? If you're passionate about driving change and shaping the future of wealth management, we want to hear from you. Join us on our journey to redefine what's possible in finance. Apply now more »

is an exciting opportunity for an experienced Reward professional to join Aviva, tasked with partnering a diverse range of senior stakeholders (primarily within our Wealth Management business). This opportunity will suit someone who prides themselves on their exceptional communication skills, who can tackle challenging conversations and influence … confidence, backed up by their deep Reward knowledge, ideally gained from working in a FTSE 100 business. The ideal candidate will have experience in Wealth Management. A bit about the job: In this role you will deliver a value-added Reward Partnering service for senior leaders including C-suite … to working in a regulated environment (i.e., Financial Services), completing reward tasks aligned within a set risk and/or governance framework, ideally in Wealth Management. Experience of managing senior stakeholders successfully i.e., you must be able to showcase the ability to influence/challenge a diverse range of more »

IT Support Analyst | Digital Wealth Management | London, Hybrid | £35k + Bonus, Benefits ❗Note: This role does not provide Visa sponsorship❗ 💡Recognised as one of the best places to work by Great Place to Work UK, our client, a Digital Wealth Management house requires an IT Support … focus is on the personal relationship they develop with customers, underpinned by multi-channel customer reach and global investment expertise via a digital Investment Management platform. Entirely in the cloud, taking advantage of powerful commoditised offerings, the firm are building a bespoke cloud-native solution. Backed by one of … the largest names in the Asset Management space, this FinTech was created 5 years ago, and, whilst having the stability and backing of a major firm, now build their own technology! As the public face of the IT Department, the Service Centre provides essential support to the business and 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 … 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 »

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 »

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 »

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 »

and sales pitches for FX Prime Brokerage and FX Clearing • acquisition of new clients. This includes pricing negotiations in consultation with Pricing and Risk Management, negotiations of contract terms, handover to FX Prime Brokerage Service Team for implementation • strategic coverage of existing FX Prime Brokerage clients: Initialization and negotiation … margin and pricing terms • identification of client requirements for FX Prime Brokerage services • coordination between external clients and internal departments (Legal, Credit, Documentation, Collateral Management, Treasury) Your Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback. Your team … London. FX Prime Brokerage offers clients access to a broad FX liquidity pool and provides operational efficiency through flexible straight-through processing, central collateral management, and consolidated reporting. The business is integrated into the Global Financing organization. Your expertise The successful candidate must: • have proven experience in a client more »