76 to 100 of 127 Wealth Management Jobs in the UK

responsible for supporting the IFAs in delivering exceptional administrative support to selected advisers. Client Details This firm is well established and reputable within the wealth management sector. Based in Manchester city centre, they will offer the successful candidate a chance to develop in an IFA Administrator role and more »

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities … and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partner Why Evelyn Partners Tunbridge Wells Located centrally within Tunbridge Wells, our office at … Wells Railway Station. Additionally, we provide on-site parking facilities. Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces. We pride ourselves on fostering a supportive and inclusive environment, prioritising learning, and development to more »

support towards Diploma Opportunity to progress through the business Auto-enrolment pension Employee-owned business Skills and experience required: Previous experience working in a wealth management/financial planning firm Good technical knowledge in pensions, protection and investments Excellent communication skills Someone who takes pride in their organisation more »

plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme. more »

The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + … meeting clients’ needs and objectives of full client recommendations and subsequent suitability reports with clients and providers The Person: Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. We are looking for: Minimum QCF Level 4 diploma qualified 1+ years … to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc) Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter What next? Follow the link attached to apply via CV submittal. Further questions? Feel free more »

Company Description Evelyn Partners is the UKs leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and … and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners Job Description Why join Evelyn Partners Audit ? Were really proud of our highly more »

global scale with offices across nearly every continent. They operate a wide and large client list, including UHNW individuals, privately and publicly owned businesses, wealth management services, private equity funds, FTSE 250 companies, and major corporations. As mentioned, the investment the firm makes into its people is unrivalled more »

ensure consistency and compliance with enterprise architecture standards. Documentation: Create and maintain comprehensive architectural documentation, including design diagrams, technical specifications, and integration plans. Risk Management: Identify and mitigate architectural risks and issues throughout the project lifecycle. Performance Optimization: Ensure solutions are optimized for performance, scalability, and security. Mentorship: Mentor … a related field. Master's degree preferred. Experience: Minimum of 12+ years of experience in IT architecture, with a focus on financial services or wealth management. Technical Skills: Proficiency in architectural frameworks and methodologies Web and Mobile Technologies: Experience with frontend and backend technologies Mobile Technologies: Experience with mobile … communication and interpersonal skills. Strong problem-solving and analytical abilities. Ability to work effectively in a fast-paced, dynamic environment. Strong leadership and team management skills. Thanks & Regards more »

ensure consistency and compliance with enterprise architecture standards. * Documentation: Create and maintain comprehensive architectural documentation, including design diagrams, technical specifications, and integration plans. * Risk Management: Identify and mitigate architectural risks and issues throughout the project lifecycle. * Performance Optimization: Ensure solutions are optimized for performance, scalability, and security. * Mentorship: Mentor … a related field. Master's degree preferred. * Experience: Minimum of 12+ years of experience in IT architecture, with a focus on financial services or wealth management. * Technical Skills: o Proficiency in architectural frameworks and methodologies o Web and Mobile Technologies: Experience with frontend and backend technologies o Mobile Technologies … skills. o Strong problem-solving and analytical abilities. o Ability to work effectively in a fast-paced, dynamic environment. o Strong leadership and team management skills. more »

Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office near Chester. You … benefits, Holiday entitlement & CII funded exams, in this sought after opportunity! Ideally you'll have 2 years experience within administration in an IFA/Wealth office, working towards Level 4 Diploma or wanting to study for these exams, knowledge of IFA administration would be crucial, within this opportunity. The 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 »

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 »

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 »

SQL, JUnit, Maven, Azure) - Web UI Technologies: (React, TypeScript, JavaScript, AG Grid, CSS, Jest) Desirable skills: - Automated testing - AG Charts - Banking experience (investment/wealth management a particular plus) Java Developer - Belfast - £65k + bonus 2-3 days per week in office In accordance with the Employment Agencies 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 »

D activities. Coordinating tasks among program teams, internal departments, and external organizations. Establishing and leading project teams to optimize delivery efficiency within a matrix management environment. Ideal Candidate Profile: You are recognized for your purposeful leadership and your ability to drive projects to successful outcomes. Thriving in fast-paced … environments, you excel in time management and maintaining composure under pressure. Your creativity and motivation empower you to take initiative and adapt to evolving priorities. As a collaborative team player, you build strong relationships with peers and stakeholders, fostering an environment of knowledge sharing and innovation. Key Competencies: Experience … in managing large-scale Change/Transformation programs. Knowledge of the wealth management and pensions industry. Understanding of Information Technology systems in a Financial Services context. Proficiency in working with outsourced partners and providers. Track record of successfully managing complex solutions, teams, and activities. Strong IT skills, including more »

Skills and experience required: Remote Paraplanner Level 4 Diploma (as a minimum) either Cii or LIBF Experience as a Paraplanner in an IFA/Wealth Management firm Excellent communication skills, both verbal and literate Organisational and analytical skills APPLY TODAY and I will be in touch. Alternatively please more »

Wealth Management Administrator Manchester Up to £35,000 based on experience and qualifications Monday to Friday Looking for an opportunity to start your journey in Wealth Management, or simply looking for a move to an established firm who can develop your career further? – This opportunity is … don’t want to miss! Our client have been established for over 40 years and have supported countless clients over the years with their Wealth and Investment needs. With a team of 20+ now working out of their Manchester office, this Chartered Financial Planning firm are a fantastic environment … for a junior or inexperienced wealth admin/paraplanner to develop their knowledge and career. Overview of Wealth Management Admin Opportunity: * To provide administrative support for advisers within the IFA Support Team, working closely with the Advisors to ensure the client journey is as seamless as possible more »

hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and Wealth Management clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … for their delivery of client workLead client engagements and develop strong long-term client relationships as a trusted business advisor in the Investment and Wealth Management sectorOwn and develop propositions, develop innovative thought leadership and support the growth of our businessLeverage your existing, and develop new, trusted relationships … junior team membersLearn from the best in the BusinessConnect to your skills and professional experienceEssentials:Extensive experience working within a top-tier Investment or Wealth Management firm, or consulting firmProven track record of designing, delivering and leading large projects and programmes, including complex business and technology transformations in more »

hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and Wealth Management clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … recognised for their delivery of client workPlay an active role in the recruitment and career development of more junior team membersLeverage your Investment and Wealth Management expertise to lead on projects, develop innovative thought leadership and support the growth of our businessOwn and develop trusted relationships with our … grow the firmLearn from the best in the BusinessConnect to your skills and professional experienceEssentials:Extensive experience working within a top-tier Investment or Wealth Management firm, or consulting firmProven track record of designing, delivering and leading large projects and programmesSubject matter expertise in the Charles River Development 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 »

transforms your career—and the lives of people across the world. Visit us at UST.com. You Are: A driven and entrepreneurial Sales Executive – Asset Management - Digital Transformation who has a passion for creating opportunities, driving revenue and transforming business. This role is responsible for driving new business sales activities … for prospective customers in the UK region focusing on the asset and wealth management sector. The Opportunity : The Sales Executive is responsible for prospecting, contacting and qualifying leads, creating dialogue and educating prospects about UST's capabilities. Candidate should exhibit strong sales aptitude of building relationships with prospective … IT Services/Consulting. Good knowledge of IT services (cloud, AI, machine learning, data services, consulting services) Experience of selling into the asset and wealth management space A track record of building strong C level relationships and subsequently winning strategic deals Outstanding oral and written communications skills with 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 »

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 »