26 to 50 of 115 Wealth Management Jobs in England

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 »

You will complete complete an Investment Operations Technician Level 3 Apprenticeship working in the SEI Wealth Platform (SWP) Business - an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support. Role Key … Rotations to include more specific tasks within the following teams; › Trade Execution & Settlements › Process trade files › Monitor timely settlement › Review exceptions › Reconciliation investigation › Cash Management & Reconciliation › Monitor cash movements › Review exceptions › Reconciliation investigation › Client Reporting & Performance Management › Validate data output meets client requirements within SLA deadlines › ADS Data … Management › Support asset management set up Training What you will do: You will complete an Investment Operations Technician Level 3 Apprenticeship. Gain a professional qualification during your first year on the job to give you the knowledge and skills needed to succeed - the CISI – Investment Operations Certificate (IOC 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 »

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 »

My client, a leading wealth manager is looking to expand their Financial Planning and Analysis team. In this role, you will be focused on working on the Wealth Management European business, and will have a concentration on consolidated management and head office reporting. For this position … in order to consolidate financial insight from subject matter experts and also communicate this back to the finance team in head office. Responsibilities: · Designing management reporting deliverables · Develop, manage and run working relationships within the wealth management finance team · Participate in and contribute to required workshops, meetings … Produce monthly consolidated WME and WMI MI packs, which are presented to the WME ExCo · Coach/prepare the CFO and Director of Performance Management on the financial performance of WME on a monthly basis · Work closely with the financial control teams across WME during the monthly close to 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 »

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 »

find common solutions? Are you good at communicating complex business challenges in a constructive and easy way?Your teamYou’ll be working in Asset Management strategy within the Chief Strategy Office in London or Zurich. The Chief Strategy Office is a team of motivated professionals who bring a diverse … expertise• a top tier University education, preferably focused on corporate strategy, finance, or structured problem solving• 1-4 years professional experience in a top management consulting firm or comparable role, preferably with a focus on financial services/asset management• strong written, verbal and interpersonal communication skills to … generate impact in a team environment• well-developed strategic thinking ability with commercial market awareness and business acumen• disciplined organization and topic/project management skills• high level of energy, initiative, discipline, tenacity, and self-motivation• highest level of integrity and professionalismAbout usUBS is the world’s largest and more »

looking to grow their team substantially as part of their structured growth plan. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach. In the last couple of … can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good … ideal skill set would look like the following: Strong academic background 1-5 years’ experience in a role that includes financial modelling Exposure to Wealth Management e.g., financial planning for private clients is advantageous but not essential Strong understanding (or interest in) of the private banking and asset more »

dynamic workplace where teams are empowered to drive great customer experiences and business results. At AJ Bell we are building the future of personal wealth management platforms through our technology. We have a strong culture of curiosity and collaboration and expect our technology teams to drive the business … conversations, holding your team, peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. Background in Financial Services, specifically Wealth Management. Business relationships within the Wealth Management sector. Understanding of financial markets and financial data. With pride placing value on our people 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 large integration project. Therefore, we are searching for an experienced Data Analyst who has worked within the financial services sector, ideally within investment management, wealth management and asset management. The Data Analyst’s primary responsibility will be to facilitate the seamless integration of data from diverse … Knowledge of, or has worked within, an ISO 27001 accredited organisation and awareness of information security requirements. Knowledge of data governance principles, data quality management, and regulatory compliance requirements (e.g. GDPR, SOX) is desirable. Data Analyst Due to the volume of applications received for positions, it will not be 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 »

Financial Regulation London £90,000 - £115,000 Basic + bonus & benefits. Are you a qualified lawyer with significant experience relating to regulatory matters within Wealth Management and Investment Platforms? Do you work for a law firm or financial institution? Would you like to change your role and work … Regulation based in London, with hybrid working. You will be a minimum of 4 Years PQE with a focus on various aspects of retail wealth and investments, including retail customer compliance matters, PE investment, M&A, asset sales, commercial arrangements, distribution, conduct, FCA engagement, capital requirements, remuneration and SM … you will be a qualified lawyer (4+ years PQE) with a background in Financial Regulation as it relates to organisations such as Investment Platforms, Wealth Managers, Custodians and SIPP providers, in addition to the below requirements; A good understanding of the regulatory framework, including regulatory permissions, COBS, CASS, Consumer more »

transforms your career—and the lives of people across the world. Visit us at UST.com. You Are: A driven and entrepreneurial Sales Executive – Asset Management - Digital Transformation who has a passion for creating opportunities, driving revenue and transforming business. This role is responsible for driving new business sales activities … for prospective customers in the UK region focusing on the asset and wealth management sector. The Opportunity : The Sales Executive is responsible for prospecting, contacting and qualifying leads, creating dialogue and educating prospects about UST's capabilities. Candidate should exhibit strong sales aptitude of building relationships with prospective … IT Services/Consulting. Good knowledge of IT services (cloud, AI, machine learning, data services, consulting services) Experience of selling into the asset and wealth management space A track record of building strong C level relationships and subsequently winning strategic deals Outstanding oral and written communications skills with more »

Your new company Working for a renowned Wealth/Asset Management Organisation. Your new role You will be working within the Mi (Management Information) team under the head of data engineering with the aim in helping make better decisions for every level of management in the … Mi Reporting experience. Knowledge of asset classes. Working with on prem, using older technologies (moving to the cloud soon). Must have a strong wealth management or asset management working background Great stakeholder management/engagement skillset. Happy to work and be involved in other activities more »

you do?Develop an understanding of best risk & control practices by maintaining a professional network across specialist teams such as Cyber Security, Group Risk Management and Internal Audit; act as Wealth Management Europe and Asia IT's ‘point of contact’ for these teamsManage the day-to-day … operations and effectiveness of security-related programs and initiativesSupport Director and SLT management on the appropriate treatment of technology risksReview and keep up to date on risk related standards, policies and regulations both internally and regionalEngagement with stakeholders to gather and remediate risk itemsCreation of risk reporting material and … Windows, zOS); database systems (e.g. Oracle, SQL Server, Sybase, DB2) and software security architectures; Knowledge of MS Suite of AppsStrong interest in technology risk management and a desire to continually develop personal and team knowledgeExperience managing multiple projects or internal service delivery, including service level management, process design more »

Paraplanner Requirements - You will be working towards DipPFS qualification or are already qualified and looking to develop your knowledge further Previous experience within a Wealth Management firm or IFA practice is desirable You have an understanding of regulations and products, and their practical application You are IT proficient … English language and grammar skills and are able to communicate effectively. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions. SJP has funds under management in excess of more »