51 to 75 of 105 Wealth Management Jobs in England

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 »

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 »

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 »

environments previously. Experience with Microservices and event driven architecture would be beneficial as would experience of working with trading for an investment bank, asset management or wealth management company previously. For these roles you will need to be on site for 3 days a week and they more »

functional testing and typescript/Javascript would be advantageous. The applications you will working on are trading applications so experience within investment banking, asset management or wealth management would be a distinct advantage. For these role you will need to be on site 3 days per week 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 »

About Customer Lifecycle Management (CLCM) Team Our Customer Lifecycle Management team focusses on managing and predicting customer needs through the different vintages, pathways and points in time, both in their customer life with Barclays, as well as their life stages and differentiated financial need. They will define the … consistently excellent at scale. What will you be doing • This is a leadership position, which reports directly into the MD Head of Customer Lifecycle Management (CLCM). The Customer Contact Optimisation Director will use customer diagnostics (emotional and functional needs) & behaviour analysis combined with model outputs to target and … and commercial planning processes • Build strong and productive relationships across functions to influence critical partners across Barclays UK including Customer, Product, Channels, Business Banking, Wealth Management, and COO teams. • Customer-centric decision making with ability to influence teams to drive and execute against the right opportunities and optimise more »

Are you interested in taking a business transformation idea and delivering it as an end product? This Wealth Manager wants someone to lead their business strategy, enacting wide scale change and transformation. This role will involve identifying and developing value propositions, generating ideas and concepts to launch new products … multiyear roadmap, creating a competitive advantage. You will be a key enabler in terms of integration, such as integrating Aladdin Black Rock into their wealth management platform. Experience in Wealth and Asset Management and architecture qualifications required. This is a hybrid environment in London, working more »

Role: Analyst OR Associate - Investor Relationship Management (Private Equity) Location: Birmingham City (UK) Office based with flexible working (3 days in office per week/2 days from home). About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Clean … 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 … strong results in GRESB benchmarking for its clean energy strategy. Department Overview: Client Relations: The Capital Dynamics Client Relations team is responsible for the management of the firm’s 1,500+ global investors. Client Relations acts as the one consistent contact for investors throughout the relationship and as a more »

risks, potential suspicion of money laundering, or unsuitable advice The Candidate 1-3 years of professional Client Onboarding/Client Account Opening experience within Wealth Management, Investment Management, Private Banking. Client onboarding experience must be from a private client background, onboarding HNW individuals and the documentation relating more »

per week in Central London Are you a talented Software Engineer looking to make a meaningful impact within a dynamic, growing and ethically minded wealth management firm? This B-Corp accredited Wealth Manager is seeking an experienced Software Engineer to be a key player in designing, developing more »

The Opportunity: Our Fintech client is looking for a Control & Monitoring Specialist with experience in Financial Planning/Wealth Management and Investment Platforms. Responsibilities: Support the onboarding process (including Due Diligence) and ongoing oversight (including Due Diligence/Attestation) of Partner firms, DFM’s and third-party product … appropriately allocated and closed out by agreed dates Ensuring processes and controls are being continuously improved by Dept Leads to ensure optimal efficiency, risk management and productivity with a complete review carried out at least annually Collaborate with key stakeholders (including second line) ensuring compliance of business operations Support … contracts Your Qualifications: Experience in compliance monitoring, internal audit or a similar oversight role with a solid knowledge of regulatory processes & requirements within the wealth/investment management sector. Detailed knowledge of UK regulatory requirements Great communication and listening skills. Ability to work unsupervised with minimal guidance. Handle 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 »

React Developer - £60k + Equity I am currently working with an exciting AI company who are automating the entire report generation process for the wealth management and asset management space with their main aim to create a more collaborative workspace powered by AI. They are now looking 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 »

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 »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing … team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth Planners, and ensuring the clients needs are fully supported for the best outcome. The Paraplanner Team Leader will draft reports and other forms of … The Paraplanner Team Leader will prepare documents as well as complete research for client presentations, including identifying any potential advice to raise with the Wealth Planner. The Paraplanner Team Leader will be the main point of contact for the team and will take action where appropriate when escalating any more »

in the City of London. The Risk Business Partner will be instrumental to assuring the effective implementation, development, and maintenance of the businesses Risk Management Framework. Working closely with senior leaders and business owners as a 2nd line oversight, you will impart advice, support, resource, and knowledge about important … and cross-cutting risks. Responsibilities: Act as a dedicated 2nd line of defence Risk Business Partner to support 1st line management in implementing and embedding the Group’s risk management framework. Monitor and report upon each business area’s ability to operate within appetite, ensuring that potential issues … are identified, escalated, and managed quickly and appropriately. Act as a focal point and escalation route for business colleagues; driving risk management culture and behaviours through regular interactions with people across the organisation. Understand the business risk profile and key processes for diverse business area(s) and complete targeted more »

SearchDATA Group are partnered with a Newcastle-based business that are striving to revolutionise wealth management by using technology to drive change and deliver innovative solutions that simplify financial planning. Their approach blends the best in qualified and regulated financial advice with technology that gives you the know … is looking for an experienced C# Developer to join its large technology team, responsible for the delivery of their software platform that consolidates your wealth, allows you to make investments, and gives you expert-level financial advice. This role allows for a balance of independent work as well as more »

AMS is the world's leading provider of Talent Acquisition and Management Services. Our contingent Workforce Solutions (CWS) service partner with NatWest to support contingent recruitment processes. On behalf of NatWest, we are looking for a Risk and Controls Analyst for a 6-month contract based in London with … retail bank, providing every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. Purpose of the Role: As a Risk and Controls Analyst, you will enhance planning and delivery … processes, ensuring data consistency, project governance, and financial control while implementing robust frameworks and evolving management reporting. Additionally, you will track Risk Issue remediation and delivery to maintain high standards of risk management and control As a Risk and Controls Analyst you will be responsible for: Assisting with 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 »

background. What you'll be doing: You will enhance and maintain a version of the Paladign system which is used to support the UK wealth management business. The software is maintained in house and has many interfaces with other systems for example financial reporting, order execution, portfolio management more »

retail bank, provides every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. On behalf of this organisation, AMS are looking for a Business Analyst - Remediation for a contract … managing negotiation of Programme expectations against competing 3rd party BAU objectives - to proactively seek opportunities to develop relationships. Having a strong Stakeholder/Relationship Management, ideally with the ability to understand the history of relationships within the Financial Service arena, understanding each firm's complexity and translating priorities into … data discussions/governance/policy guidance etc - the role requires a lot of flexing between competing priorities.What we require from the candidate: Stakeholder Management experience Report writing experience Third party liaison experience Strong communication skills Presentation skills Remediation experienceNext steps This client will only accept workers operating via 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 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 Wealth Management 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 »