Warrington, England, United Kingdom Hybrid / WFH Options
Recruitment Solutions (Folkestone) Ltd
Skills and experience required: Remote Paraplanner Level 4 Diploma (as a minimum) either Cii or LIBF Experience as a Paraplanner in an IFA/WealthManagement firm Excellent communication skills, both verbal and literate Organisational and analytical skills APPLY TODAY and I will be in touch. Alternatively please more »
Maidstone, Kent, United Kingdom Hybrid / WFH Options
Deloitte
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 wealthmanagement 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 & wealthmanagement 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 wealthmanagement 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 & wealthmanagement leadership teams, proposition owners and Q&TE leads to develop and 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 »
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 WealthManagement e.g., financial planning for private clients is advantageous but not essential Strong understanding (or interest in) of the private banking and asset more »
King's Lynn, England, United Kingdom Hybrid / WFH Options
Quilter Financial Planning
Self-employed Mortgage Adviser Needed! One of our highly successful and leading businesses, IBA WealthManagement Ltd, are currently seeking a mortgage adviser to join their team, on a self-employed basis. The company recognise the importance of flexible/hybrid working providing their staff the option to … from home or a mix • Support of Director – Who is a very experienced Investment & Pension advisers and industry person • Opportunity to go on a Wealth Journey with QFP Financial Adviser School and to transfer into their other business area doing Investment & Pensions as a restricted financial planner Key Words more »
React Developer - £60k + Equity I am currently working with an exciting AI company who are automating the entire report generation process for the wealthmanagement and asset management space with their main aim to create a more collaborative workspace powered by AI. They are now looking more »
Kettering, Northamptonshire, East Midlands, United Kingdom
WALLACE HIND SELECTION LIMITED
grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/WealthManagement Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent WealthManagement, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »
Milton Keynes, Buckinghamshire, South East, United Kingdom
WALLACE HIND SELECTION LIMITED
grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/WealthManagement Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent WealthManagement, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »
Northampton, Northamptonshire, East Midlands, United Kingdom
WALLACE HIND SELECTION LIMITED
grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/WealthManagement Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent WealthManagement, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »
footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealthmanagement technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail … our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing more »
Rugby, Warwickshire, West Midlands, United Kingdom
WALLACE HIND SELECTION LIMITED
grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/WealthManagement Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent WealthManagement, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »
South East London, London, United Kingdom Hybrid / WFH Options
Aj Bell Limited
dynamic workplace where teams are empowered to drive great customer experiences and business results. At AJ Bell we are building the future of personal wealthmanagement 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 WealthManagement sector. Understanding of financial markets and financial data. With pride placing value on our people more »
Bristol, Avon, South West, United Kingdom Hybrid / WFH Options
Hargreaves Lansdown Asset Management Limited
role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol-based FTSE 250 WealthManagement company. You will … with other teams within the business and external companies Supporting the team's risk and control activities to ensure good client outcomes and risk management culture About you We invest in our teams - we don't require you to have a background in financial services. A successful candidate must more »
City of London, London, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement 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 »
Belfast, County Antrim, Northern Ireland, United Kingdom
DGH Recruitment
SQL, JUnit, Maven, Azure) - Web UI Technologies: (React, TypeScript, JavaScript, AG Grid, CSS, Jest) Desirable skills: - Automated testing - AG Charts - Banking experience (investment/wealthmanagement a particular plus) Java Developer - Belfast - £65k + bonus 2-3 days per week in office In accordance with the Employment Agencies more »
TIFFANYS WEALTHMANAGEMENT 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 »
per week in Central London Are you a talented Software Engineer looking to make a meaningful impact within a dynamic, growing and ethically minded wealthmanagement 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 wealthmanagement business. The software is maintained in house and has many interfaces with other systems for example financial reporting, order execution, portfolio managementmore »
Belfast, County Antrim, Northern Ireland, United Kingdom
DGH Recruitment
SQL, JUnit, Maven, Azure) - Web UI Technologies: (React, TypeScript, JavaScript, AG Grid, CSS, Jest) Desirable skills: - Automated testing - AG Charts - Banking experience (investment/wealthmanagement a particular plus) Full Stack Developer (Java/React) - Belfast - £60k + circa 10% bonus 2-3 days per week in office more »
East London, London, United Kingdom Hybrid / WFH Options
GSC Direct Sourcing
Morgan/Nutmeg - London - 6 months - Hybrid - PAYE We're seeking an Internal Audit and Compliance Officer to join Nutmeg, JP Morgan's digital wealthmanagement 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 WealthManagement 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 »
Cambridge, Cambridgeshire, East Anglia, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement 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 »
Southampton, Hampshire, South East, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement 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 »
Manchester, North West, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement 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 »
Are you a seasoned M&A professional with a proven track record in the wealthmanagement 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 wealthmanagement 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 wealthmanagement 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 wealthmanagement industry. Collaborate with clients to understand their more »