126 to 144 of 144 Wealth Management Jobs in the UK

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 maintaining client business already … and seminars both in person and virtually. 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 … strategies to better them. The Sales Trainer will design and deliver an effective new joiners 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 »

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 »

Executive – Financial Services Guildford Up to £35,000 + Excellent Prospects CV Screen is recruiting for a Digital Marketing Executive for a well-established Wealth Management company. The role is office based in Guildford and a salary of up to £35,000 is available. ROLE DETAILS Your role 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 »

to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with … knowledge to deliver an unrivalled level of service to their clients. 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 is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed more »

to perform technology design activities across group functions, channel, product, technology or suppliers as required by projects and programmes, and to assist the Technology management team in architectural leadership, governance, and management of key design knowledge and artefacts (including operating models, roadmaps, infrastructure architecture, IT standards and patterns … environments Experience as a Technology Architect on major change or transformational programmes with a broad range of analytical, design and IT skills, preferably in Wealth Management Recognised Architecture/IT qualifications (e.g. TOGAF, ITIL) are desirable Familiarity with associated framework concepts, including the TOGAF Enterprise Continuum, ITIL Service more »

ensuring that the organisation's business capabilities are well-defined, understood and optimised. This role requires a deep understanding of the offshore investment and wealth management industry. Leading innovative answers to business problems and uncovering hidden solution capability and value, supporting the continuous development and enhancement of new … agenda is highly aligned to strategic business objectives. To achieve this, the role holder will bring a high degree of sophistication to senior stakeholder management, including the ability to translate complex technical concepts into plain English and to articulate the art of the possible in technology's role to … architecture views Experience of working in a range of change delivery models (e.g. Scrum, XP, SAFe, Waterfall/plan-driven) Proficiency in domain roadmap management Strong experience with solution architecture, including business capability-based architecture Familiarity with the RFI/RFP process, including technical and non-technical aspects Knowledge 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 »

an Agile environment and experience with Microservices and event driven architecture is beneficial as is any experience with trading in either investment banking, asset management or wealth management. You will need to be on site for 3 days per week and these roles are inside IR35. 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 »

Project Manager - Contractor - Finance (Wealth management) - Travel essential Oscar Technology is engaged with a growing Consultancy to support them expanding their team with a Project Manager. They are looking for someone to help transform their impressive client portfolio into high performing organizations. The Role- You will be working … develop and implementing new systems What you will need- At least 5 years of experience as a Project Manager ( working in the Finance industry ) Wealth Management experience At least one PM certification ( Prince 2, APM or PMI) Strong problem solving skills throughout a full project life cycle. Experience … please do get in touch with your latest CV below. Oscar also offers a referral scheme for any successful candidates Project Manager - Contractor - Finance (Wealth management) - Travel essential Oscar Associates (UK) Limited is acting as an Employment Business in relation to this vacancy. To understand more about what more »

The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management teams,including Wealth … and withdrawals wand processtop ups and withdrawals on onshore and offshore bonds The Candidate 1-2yearsminimum experiencein a similar Financial Planning administration/Wealth Planning administration/IFA administration role. Good organisational&time management skills. A desire to gainFinancial Planningqualifications. Numerate with attention todetail. Excellentcommunications skills both more »

HRBP - Learning and Development Permanent Up to £70,000 Great benefits London Hybrid Overview Oakleaf partnership are representing a wealth management firm to recruit for HRBP with a Learning and Development lean to take the lead on their learning and development strategy. In this role, you will work … gaps, and training requests from managers. Manage the company's talent development programs. Evaluate and qualify potential training providers, assessing their understanding of the wealth management business. Collaborate with the Head of HR and the Finance team to determine and monitor the annual training budget, ensuring maximum return … Committee. Support the recruitment process, ensuring practices align with company policies. Maintain a commercially viable Preferred Supplier List (PSL) of recruitment agencies and provide management information as appropriate. Drive the employer brand, ensuring that the careers page, LinkedIn presence, and media presence highlight the company as a great place more »

advice companies with over a decade of award-winning advice plus a platinum 5-star Feefo customer experience rating. They are a customer-focused, wealth management, equity release, mortgage advice, and home finance financial services company which aims to provide expert advice to people of all ages. Their … local SEO, and SEO reporting tools. Strong understanding of web design and development, HTML/CSS coding, and link-building strategies. Experienced with content management systems (CMS) and website optimization platforms, such as WordPress. Benefits A highly competitive compensation package. Hybrid working model with work-life balance in mind. 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 »

Up-to £80,000 Brio Digital is supporting a finance services company that is rapidly expanding and bringing genuine value and technical excellence to wealth management/financial services firm. As part of their expansion, they are looking for a Technical Consultant who will play a crucial role more »

This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation. The Role The Client Services Assistant/Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the more »

an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, andconstructing and maintaining … relationships with important stakeholders to achieve this. The Product Risk Manager will require Wealth Management or Private Banking product knowledge and will confidently be able to provideconstructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating and establishing … well as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Banks management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »

Award winning Wealth Management client is seeking an experienced and collaborative Risk Analyst to join our welcoming team. This full-time Risk Analyst hybrid role is based 2 days in Bath and offers a favourable salary of up to 50K and benefits (bonus, 34 days holiday, 7% pension … your first few weeks in this Risk Analyst role, you can expect to: Support the Risk Manager to ensure our client's Enterprise Risk Management Framework is operating across the company Analyse risks as well as identify, describe, and estimate the risks affecting the business Oversight and management … solutions to difficult business issues To apply for this Risk Analyst role, your soft skills, expertise and experience should include: Operational risk experience Stakeholder management and good communication skills Detailed and results-oriented Awareness and understanding of the Data Protection Act Good understanding of Consumer Duty regulations. Desirable: IRM more »