51 to 75 of 133 Permanent Wealth Management Jobs in the UK

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 »

and tax planning for the Firm. The Global Tax Risk Team supports the Tax Department in all regions through: Promoting awareness of operational risk management within Global Tax Facilitating Global Tax input to various Firm/Finance risk processes and initiatives to ensure compliance with Firm operational risk policies … e.g. providing risk updates and reporting to senior management About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people … including gathering information from all regional tax teams, ensuring deliverables are met, managing the Firm RCSA data tools and producing dashboard reporting for Senior Management Assist regional tax teams with the facilitation of annual SAO, SOX and LFI processes Be responsible for documentation and system management of Tax 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 »

average service length. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we … support and guidance to ensure delivery against production timetables • Trouble shooting data issues during quarterly production through effective communication and escalation to local line management • Responding to review questions raised on disclosures produced • Presenting disclosures and analytics to members of Finance Senior Management • Building an understanding of disclosure … Where will you be working? This role will be based in the Glasgow office within the Finance division. The Glasgow Finance Division helps senior management and its individual business units manage the Firm's risk by implementing financial controls over our business activities. The division is crucial to safeguarding more »

Operational Risk Analyst Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £50k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already establishing … this could be the start of an exciting journey for you. You’ll assist the Risk Manager with delivering and maintaining the enterprise risk management framework for the Group as well as performing a robust 2nd line assurance programme through the execution of RCSAs. You’ll work with senior … 1st line colleagues to complete risk management assessments to manage risk and also build a strong risk culture from top to bottom across the Group. You’ll have gained good experience in a broad Risk Management role within the Financial Services arena with a particularly strong understanding of more »

SQL databases and job scheduling tools such as Autosys or similar 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 »

of both covered and peer companies; Analysis of industry data, trends and related company strategies; Developing detailed financial models for covered companies; Interaction with management teams and engagement with Corporate Broking to maintain existing corporate relationships and develop new relationships; Publishing thematic stock and sector research notes for institutional … been a strategic advisor to entrepreneurs, families, private and public companies for over 145 years. We are a full service, investment-led business offering wealth management, asset management and investment banking services. How we work is equally important to us. Deeply proud of our heritage and reputation more »

using evidence to solve problems. • a strong communicator, fluent in English 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 »

Our Client is a well established Douglas-based organisation that offers a comprehensive suite of accountancy and wealth management services to enable clients to grow, manage and preserve all facets of their financial affairs through cross-border resources and expertise-led solutions. As they continue a growth phase … for delivery Creating a timeline of deliverables, in order to implement the change to the agreed deadline Updating of process flows and documentation Risk management on an individual project basis Co-ordination of project managers, to deliver on multiple strategic initiatives Assist with various projects and deliver solutions and … said projects in co-operation with the Chief Operating Officer, Head of Operations and relevant staff involved in the project. Monthly reporting to senior management for in-flight projects with progress and key timelines detailed Assistance with any remedial work post project Implementation The ideal candidate for the role more »

Senior Compliance Advisory Manager Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £75k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already … You’ll also be responsible for developing and implementing compliance training programmes and monitoring their effectiveness. In addition, you’ll perform horizon scanning, keeping management informed of and relevant regulatory changes, their potential impact on the business and recommending appropriate responses. You’ll have gained previous experience in a … Compliance experience within an investment management or wealth management environment and will be fully conversant with relevant FCA regulations. You’ll also possess excellent communication and stakeholder management skills and the ability to deliver engaging Compliance training at all levels across a business. Interested? Click apply more »

and potentially juggle several tasks at the same time. *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 »

as: • Traditional RDBMS (MS SQL Server, Oracle, PostgreSQL) • NoSQL (MongoDB, Cassandra, Neo4J, CosmosDB, Gremlin) • Understanding of Information Security principles to ensure compliant handling and management of data • Ability to clearly communicate complex solutions. • Strong problem solving and analytical skills. • Working experience in Agile methodologies (SCRUM) • A proven team player … work in a collaborative way across business units, teams and regions 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 »

Head of Business Intelligence/Team Lead - Wealth Management London The role of Head of Business Intelligence is to lead the development and implementation of reporting and analytics solutions within the IT department. Reporting to the CTO, the role involves setting the vision and strategy for business intelligence … managing a small team, and collaborating with stakeholders to prioritise and deliver solutions. Responsibilities include capability development, business intelligence solution delivery, performance and quality management, and maintaining technical expertise. The ideal candidate has extensive experience in Business Intelligence, data modeling, Azure platform, SQL databases, and DevOps practices. Desired skills … include stakeholder relationship management, familiarity with big data technologies and Azure cloud architecture, relevant certifications, and project management experience. The role may involve additional duties as required. Skills: * Azure Knowledge: Comprehensive understanding of the Azure platform, including knowledge about its architecture, services, and security measures. * Detailed working knowledge more »

automation applications such as Alteryx and/or Power BI • experience with matrix reporting and working with teams in global locations • strong analytical, project management and interpersonal skills 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 reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries. Join us At UBS, we more »

functionality within analytics libraries to cater for business and regulatory requirements • work closely with other QA teams to develop cross-asset solutions for risk management and P&L reporting • have frequent interaction with trading and control functions to provide support on modelling and quantitative matters Your Career Comeback We … Rates Quantitative Analytics (QA) team is the Front Office group responsible for the development and maintenance of models used for the valuation and risk management of the firm's trading positions in interest rate, credit and hybrid derivatives. Our team works closely with multiple internal clients including trading, IT … to communicate complex ideas in a fluent and articulate manner *LI-GB About us UBS is the world’s largest and 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 looking … and awareness of the leading technologies in each domainAdvanced 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 »

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 »

Who we are? Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has … to ensure document accuracy and compliance with organisational standards Responsibilities The primary responsibility is to conduct client file reviews for Financial Planning and Discretionary Management for both new and existing business according to agreed plan. Utilise information from Supervision and Compliance monitoring in relation to portfolio management, trading … and AML to assist in reviews Document review findings appropriately for feedback to Branch Principals and inclusion in audit reports. Create and maintain appropriate management information for distribution to management and committees. Create, maintain and update policies and procedures for reviewing and monitoring file reviews. Assist in providing more »

benefits Vallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and Wealth Management industry, you will be leading the design and development of the platformSenior Salesforce Developer - What you will be doing:Be the driving more »

benefits Vallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and Wealth Management industry, you will be leading the design and development of the platform Senior Salesforce Developer - What you will be doing: Be the more »

React Developer - £60k + Equity I am currently working with an exciting AI company who are automating the entire report generation process for the wealth management and asset management space with their main aim to create a more collaborative workspace powered by AI. They are now looking more »

React Developer - £60k + Equity I am currently working with an exciting AI company who are automating the entire report generation process for the wealth management and asset management space with their main aim to create a more collaborative workspace powered by AI. They are now looking more »

+ benefitsVallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and Wealth Management industry, you will be leading the design and development of the platformSalesforce Architect - What you will be doing:Be the driving force more »

benefits Vallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and Wealth Management industry, you will be leading the design and development of the platform Salesforce Architect - What you will be doing: Be the driving more »