1 to 25 of 57 Wealth Management Jobs in London

execute strategic projects, with leading companies, to drive transformation through our Digital, Analytics and Consultative capabilities with our industry leading methodologies. Responsibilities Provide relationship management support and leverage to Transformation Services Partners such as managing meeting agendas, recording minutes and documenting actions/follow-ups. Provide business development support … opportunities. Leverage our standard methodologies in the delivery and implementation of project/program scope to drive business value for our clients. Handle project management activities including planning, reporting scope management, dependencies, risks, issues, costs, and resources in the project. Execute project activities and produce deliverables in accordance … in you! Minimum Qualifications/Skills · Bachelor’s degree in the either of the following disciplines: Engineering, Business, finance, Analytics, Computer Science or data management · Experience with MIRO, Jira, MS Visio, and various project management applications · Project management experience and exposure to Agile/Scrum methodologies is 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 »

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 »

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 »

Product Owner Location: Hybrid London or Birmingham Salary: £75,000 - £95,000 dependant on experience Role Do you havegreat knowledge of financial services and Wealth Management? 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 »

digital intelligence with a human touch to enable smarter, more flexible and more secure advice delivery. We are a passionate collective across financial services, wealth management, enterprise software development, UX design and client delivery, that show up every day to help financial institutions to transform how advice is more »

brand with offices around the world is searching for a Business Development Manager to drive new business SaaS revenue for their Private Equity/Wealth Management offering in the UK/EMEA market place. Our client offers a clear career progression path, and uncapped rewards. Job Title – Business 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 »

FULLY CLIENT FACING SENIOR PARAPLANNER ( Supporting Senior Director) London-To c £70k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the 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 »

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 »

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 »

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 »

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 »

rigour. A hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Wealth clients engage us to solve their most complex problems, helping them to shape and deliver a strategy in response to new competition, the increased … deliver impact how and where it matters most.Connect to your opportunity As a Migration Lead, you'll be responsible for leading a team of Wealth specialists in delivering complex migration projects. Your expertise and mentorship will be crucial in developing our junior talent and ensuring project success. Join us … your consulting skills while making a positive impact on our team and clients.As a Manager, you will have responsibility to:Provide expert guidance on Wealth Platform technology and collaborate with clients to establish their technology strategy, future state-of-the-art systems, and implementation roadmaps. You'll have a 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 »

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 »

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 »

Morgan/Nutmeg - London - 6 months - Hybrid - PAYE We're seeking an Internal Audit and Compliance Officer to join Nutmeg, JP Morgan's digital wealth management business, in London on an initial 6 months contract. You'll be providing supervisory management and oversight of the performance of … Nutmeg sales, financial advice and trading activity is executed in line with firmwide policies and regulatory requirements. You will assist the Head of Supervisory Management in managing Compliance and Operational risk ensuring alignment with regulatory and firmwide requirements. Job Responsibilities Conduct ongoing quality assurance monitoring covering Nutmeg Wealth Management activity with a focus on sales practices and Consumer Duty. Conduct ongoing monitoring activities related to client suitability. Provide oversight and monitoring of the issuance of financial advice to clients. Generate management information related to supervision activities. Support the enhancement of business processes and controls in 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 »

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 »

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 »

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 »