1 to 25 of 145 Wealth Management Jobs in the UK

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 »

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 »

The Company An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. The Role The Executive Assistant will support the Chief Risk Officer/Head of Legal within this well established Wealth Management firm. The Executive Assistant will … provide administrative support to the Chief Risk Officer/Head of Legal as required. Proactive and effective diary management, managing travel arrangements, and arranging lunches and dinners as required, also processing expenses and managing itinerary. Filter information, identifying priorities for the Chief Risk Officer's attention, responding to or … forwarding on as appropriate. Perform extensive diary management - scheduling meetings & establishing priorities to ensure smooth & efficient running of daily schedule. Ensure the Chief Risk Officer is ready for all meetings ensuring papers are in order & all schedules confirmed. Provide support to committee meetings, including developing agendas, taking accurate notes more »

Service Manager - Wealth Management - London, Newcastle or Edinburgh (hybrid working)My client, a leading Wealth Management firm, is looking for a Service Manager to join them on a Permanent basis. The successful candidate will work on all aspects of service management in their Custody and … Settlements function.Role responsibilities and requirements:Established experience of working as a Service Manager in either the Investment, Asset or Wealth Management sectors.Proven experience of working with difficult and complex third party vendor/suppliers.Previous experience of independently managing and resolving service management issues and incidents.Strong IT or … technical service management background.Start date: ASAPSalary: Between 70,000 to 85,000 per year, based off experience (plus benefits) Location: London, Newcastle or Edinburgh (Hybrid Working)If this is of interest, please apply with your latest CV and I will be in touch if your profile matches the spec....Discipline 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 »

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 »

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 »

Capital is urgently looking for a Tableau Specialist with data skills to join our high profile client. Our client is a well know UK wealth manager with clients across the globe, they offer Institutional and Retail wealth management. Their post Covid policy is to automate as much internally … been, understanding and utilising data, from clean to raw is this firms priority. The Tableau expert will be responsible for the scope, design, build, management, and oversight of major dashboard designs within the Commercial Analytics team; providing robust solutions to support strategic aims. The team will provide analytical support … to ExCo members and management teams, primarily through interactive dashboards. This will include the proactive provision of potential business initiatives based on facts and evidence (market trends, competitor analysis etc) that align to and support our strategic roadmap. The Tableau Specialist: • Support the business in evaluating investment and business 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 »

Executive Location: United Kingdom (Remote with occasional travel) Salary: Up to £120,000 base + bonus/commission Industry Sectors: Financial Services, Local Government, Wealth Management, Insurance, Manufacturing, Healthcare, Utilities Job Type: Full-time, Permanent About the Role We are seeking a dynamic and results-driven Senior Sales … on selling our cutting-edge solutions, powered by the Microsoft Power Platform, to a diverse array of industry sectors including Financial Services, Local Government, Wealth Management, Insurance, Manufacturing, Healthcare, and Utilities. The successful candidate will be responsible for establishing and expanding our footprint in the UK market by … revenue growth. Strategy: Develop and execute a robust sales strategy tailored to the UK market, targeting key sectors such as Financial Services, Local Government, Wealth Management, Insurance, Manufacturing, Healthcare, and Utilities. Management: Manage and grow a portfolio of clients by understanding their business needs, providing tailored solutions 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 »

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 »

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 »

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 »

Lawyer - Managing Associate, Financial Regulation, Edinburgh Excellent 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 Edinburgh, 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 »

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 »

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 »

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 »

business based in the heart of London. They pride themselves on being a market leader in a number of different verticals such as Pensions, Wealth Management, 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 »

Job Title: Lead Cloud Engineer Location: Leeds Salary: Up to £80k Start: ASAP My client is one of the UK’s Leading Wealth Management firms. They are currently building out a Tech Hub in Leeds for their Personal Wealth Arm, and are now looking for a Lead 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 »

advice Produce technical bulletins to be sent to clients and introducers when appropriate. The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 2-years’ experience in supporting IFA’s/financial advisers from a paraplanning perspective. Essential quals 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 »

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 »