1 to 25 of 143 Permanent Wealth Management Jobs

Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to … to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As the Head of Advisory Relationship Management you will strategically lead and manage Investment Services, Wealth Management and Private Client Financial Advisor Relationship Manager teams and teams of financial … planning specialists. Through a team of experienced relationship management leaders you will be responsible for the success of Empower Personal Wealth's book of business. This role is accountable for designing and delivering on a service model that exceeds client and associate goals. As a thought leader, you more »

Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to … freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. As a Advisory Strategy & Practice Management Director you will partner with EPW senior advisory leadership team in the development and execution of advisor and manager business practices to exceed advisory … Retention, and Financial Planning to drive identified strategies, to ultimately improve effectiveness, create efficiencies, and drive sales and retention. This role will oversee project management, of all major projects relative to EPW Advisory, and will manage the overall deployment of products, services, and training. What you will do Work more »

K SALARY The Client A highly regarded boutique Investment Management Company The Role The Client Data Administrator will join a vibrant Client Services & Client Data team, undertaking all aspects of administration of client’s cash and assets. The Client Data Administrator will be experienced with Client Data from a … Wealth Management business perspective, understanding KYC/AML documentation, knowledge of Client Onboarding and Client Account Opening. Maintaining Client Records and having an understanding of Securities Pricing & Reference Data – as this role will be a Senior Member of the team and supervising the workflow of others. The Client … as Mifid, Cobbs & GDPR. The Candidate At least 3-5 years relevant industry experience working with Client Data, Static Data, Client CRM systems within Wealth Management or Investment Management setting. Solid knowledge and experience of FCA Regulations and Market Practice relevant to Private Clients Experience of account more »

The Company Our client is a Wealth Management company based in the City of London, highly recognised with a fantastic reputation. The Role The Investment Administrator/Investment Assistant will support an established Investment Management team and will be responsible for drafting client reports to coincide with … internal systems to be processed by the Investment Manager. The Candidate A minimum of 2 years Investment Assistant/Investment Administration experience supporting a Wealth Management desk Ideally level 4 RDR qualified - or willing to study IAD eventually Excellent written and verbal communication skills. Organised and able to 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 »

is one of the largest within the company and advises some of the best-regarded brands in the sector, in particular across banking, asset & wealth management and private equity, and housebuilding & real estate. The team has a strong track record of advising on high-profile projects in the … Defining communications strategy, generating ideas and driving media campaigns Present to C-Suite level executives and other key advisers with confidence and authority Workflow management for junior members of the team - assigning tasks and managing workload across the client portfolio Ability to apply a creative approach to client briefs … pitching and marketing support THE PERSON 6 years experience of working in Corporate PR Proven experience in the Financial Services, with experience in asset management (including investment trusts), wealth management and pensions desirable Experience in running personal finance focused accounts and campaigns Excellent media relations skills and more »

Designing and building a micro-service based Pre-Trade platform for global Equity Derivatives business. o Migrating Excel-based pricing/param/risk management tools onto service-based Web apps on Azure cloud - The candidate will be expected to closely liaise with trading, sales, structuring and the tech … listed, OTC and exotics. - The candidate will be able to rapidly learn in-depth knowledge and gain experience of Equity Derivatives trading/risk management from both technology and business perspective. Your team • You’ll be working within the ACQA Quant Platform team working with the wider QAD team … scripting language (Python, Javascript/ReactJS + TypeScript). *LI-GB About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global 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 »

such as GitLab • bachelor’s/master’s degree or equivalent About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

tasks with autonomy and integrity, you challenge when appropriate *LI-GB About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

join our fixed income algorithmic trading team within UBS Global Markets. This is a fast paced and collaborative team specialized in the development and management of best-in-class automated strategies in the fixed income space. The role will be focused on Interest Rate Swaps and government bonds with … fast paced quant development team, whose goals are directly aligned to the business • You will employ analysis to help optimize systematic quoting and risk management strategies. You should possess strong analytical skills and a passion for financial markets but also be experienced in object-oriented programming preferably in Java. … electronic fixed income eco-system: trading venues and protocols *LI-GB About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

minded customers around the world. With a global footprint, they serve more than 50 million customers worldwide with a complete range of banking and wealth management services, enabling customers to manage their finances and protect and build their financial futures. Purpose: To cope with our expansion, we are … awareness of the leading technologies in each domain Advanced hands-on experience with Amazon Web Services and its core architectural components/utilities Database management skills like scaling, performance management, capacity planning, etc., PostgreSQL If you've got the passion and dedication to help us go the distance 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 »

and work through to implementation. Good knowledge of Life/Pensions products desirable. Awareness/experience of workflow solutions within Application Software. Experience in wealth management and life administration, and savings and investments would be advantageous. If this role sounds of interest and you would like to have more »

Programme or Transformation Manager is absolutely essential for this role - Experience working within the investment industry is essential (This can be fund/asset management, asset servicing/TPA, wealth management, fund platforms etc) - Experience of undergoing and delivering upon transformation initiatives helpful - Experience working with offshore more »

Job Title: Security Engineer Salary: £80,000 to £100,000 We are seeking a Security Engineer, for a fast-growing FinTech firm, specialising in Wealth Management and Financial Advisory. As the first dedicated cybersecurity professional you'll play a pivotal role in establishing and fortifying the firm's … processes. Conduct thorough reviews of existing tools and processes, identifying gaps and implementing enhancements to strengthen our security posture. Perform security scanning and vulnerability management, taking proactive measures to reduce operational risks. Monitor security alerts and implement mitigations to safeguard against potential threats and attacks. Develop and deploy tools … Familiarity with distributed event stores such as Apache Kafka. Proficiency with operating systems (e.g., Linux) and command-line interfaces. Experience with network security, incident management, and penetration testing. Familiarity with automated cloud-based CI/CD pipelines and secure software design principles. In addition to your technical prowess, we 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 »

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 »

with a minimum of two RO exams and at least two solid years working with a financial planning firm specialising in pension, investment, or wealth management. This means you will know how to: Write suitability reports Practical knowledge of financial planning, pensions and investments. Proficiency in MS Office (Word … company with circa 25 staff that offers a combination of clever technologies, market-leading products, and straightforward personal advice. Their services cover financial planning, wealth management, and Listed Bond ISAs. To qualify for this position, you will need the following as a minimum: Two years of practical knowledge more »

K salary (pro-rated) **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 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 »

TIFFANYS WEALTH MANAGEMENT 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 »

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 »

Job Type: Full-time Salary: Up to £44,000 per annum Exciting opportunity for a 3rd Line IT Support Engineer to join an established wealth management and financial services company. This role involves providing high-level technical support, maintaining a strong customer focus, and contributing to the development more »