1 to 25 of 35 Wealth Management Jobs in the UK with Remote Work Options

Compliance Manager Wealth Management Location: Doncaster (Hybrid) Salary: £45k - £60k + benefits Stuck in a rut? Frustrated in a business with no clear desire or plans for growth? Is it time to join a business as ambitious as you? This wealth management firm has ambition, there … to join and this could be the start of a very interesting journey for you. Supporting the Head of Compliance, you’ll use your Wealth Management compliance experience to provide group-wide compliance advice, guidance and support at all levels. You’ll work closely with 1st line (including … through training and regulatory updates and help ensure the firm meets all Consumer Duty requirements. You’ll have gained strong Compliance experience in a Wealth Management environment and will be able to act as a ‘critical friend’ to the business, providing constructive challenge as and when required. You more »

We are the consulting division of Davies, accelerating business, technology and people performance across financial services including banking, asset and wealth management, insurance and other highly regulated industries. We are currently seeking a Director to join our team on a permanent basis within our Asset & Wealth Management … Director will be a motivated, self-starter with a credible and proven track-record in the leadership of delivery programmes and projects in the wealth/retail investment sector. The Director will act as a senior and experienced member of the Asset & Wealth Management consulting team in … required to do the role: Strong track record of leading large and/or complex business and technology change programmes and projects. Must have wealth management and delivery experience. Ability to connect and communicate with C-level and executive stakeholders. Excellent vendor management and influencing skills. High more »

Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking … advice and investment management to personal and corporate customers through its fast-growing network across the UK. For over 30 years we have been relied on by our customers, including business leaders and sophisticated financial professionals, to advise them and to manage their wealth. We focus on one objective … a significant multinational group. Handelsbanken Group are deeply committed to embedding good equality and diversity practice into all of our activities so that Handelsbanken Wealth & Asset Management is an inclusive, welcoming and inspiring place to work, regardless of age, disability, pregnancy and/or parental status, ethnicity, religion more »

Proposition and Solution Consultant – Wealth (Investment Managed) Company Overview SS&C is a leading global provider of mission-critical, cloud based software and solutions for the financial and healthcare industries. Names to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is … Financial Industry. Position Overview The candidate will be expected to support the defining and driving forward of the propositional offering(s) for Investment Managed Wealth which will require working closely with internal and external stakeholders, including and not limited to product owners, change management and delivery. Candidate is … expected to bring a solid domain knowledge of the wealth management functional processes and industry knowledge to the role and to use this in a consultancy nature to aid internal and external stakeholders. The candidate will also be expected to support new sales opportunities through understanding prospect client 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 »

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 »

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 »

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 »

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 »

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 »

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 … peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. The nice to haves Background in Financial Services, specifically Wealth Management. Business relationships within the Wealth Management sector. Understanding of financial markets and financial data. How we work With pride placing value more »

Financial Regulation London £90,000 - £115,000 Basic + bonus & benefits. Are you a qualified lawyer with significant experience relating to regulatory matters within Wealth Management and Investment Platforms? Do you work for a law firm or financial institution? Would you like to change your role and work … Regulation based in London, with hybrid working. You will be a minimum of 4 Years PQE with a focus on various aspects of retail wealth and investments, including retail customer compliance matters, PE investment, M&A, asset sales, commercial arrangements, distribution, conduct, FCA engagement, capital requirements, remuneration and SM … you will be a qualified lawyer (4+ years PQE) with a background in Financial Regulation as it relates to organisations such as Investment Platforms, Wealth Managers, Custodians and SIPP providers, in addition to the below requirements; A good understanding of the regulatory framework, including regulatory permissions, COBS, CASS, Consumer more »

We are currently recruiting for a Finance Systems Analyst for one of our wealth management clients who is a leading and ambitious entity in the finance industry with a robust presence of approximately 450 dedicated professionals spread across the UK and the Channel Islands. Salary offered up to … supporting data flows, rolling accounting periods Own and maintain the existing finance systems data structures e.g. chart of accounts, business hierarchies Support any system management activities required e.g. configuration updates, integrations, and upgrades. Support the resolution of system issues: Investigate and determine the root cause of the issue Coordinate … capacity TM1/Planning Analytics development experience is absolutely essential Prior experience in managing P2P & expense systems is preferable e.g. Coupa, Concur, etc. Ideally Wealth Management experience, but willing to consider wider FS/outside of the industry Strong in-person and online stakeholder management skills PowerBI more »

have worked your way to the top in Tech, SaaS or FinTech, this is a brilliant opportunity to join a scaling FinTech in the wealth management space. Were looking for a passionate Lead Account Manager to head up an ever-growing account management team. The role. In … cultivating relationships with a diverse range of clients across three key segments: large advice firms and consolidators, advicetechs, and established fintechs. Extending beyond account management, you will play a central role in realizing our clients long-term growth plans, overseeing service reviews, and ensuring adherence to governance standards. Collaboration … areas of growth through innovative products and services. About you. To succeed, you will need Deep knowledge of the financial advice, financial planning, fintech, wealth management or investment platform sector To demonstrate a solid understanding of how technology can enhance the investing experience. Proven experience in team leadership 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 »

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 »

Financial Crime 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 … start of an exciting journey for you. Reporting into the Financial Crime Manager, you’ll assist with the firm’s Financial Crime oversight and management to prevent and detect money laundering, fraud, terrorist financing and bribery. You’ll develop and implement policies, procedures and controls to ensure ongoing Financial … a 2nd Line Financial Crime role within the Financial Services arena and possess an excellent working knowledge of relevant AML regulations. Any previous investment management or wealth management experience would be advantageous as would experience of conducting financial crime investigations. Interested? Click apply and send over your 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 »

are now looking for an experienced Team Manager to join their team. The Team Manager role would suit someone with previous Insurance, Financial Services, Wealth Management, Pensions or Accountancy Management experience-basically any professional services industry that is regulated and where you have to deal with a … lot of compliance. You will have previous staff management experience as you will be managing a busy claim's department's daily and monthly activity, ensuring that a smooth running of the claims department to ensure the best level of service to their clients. The successful Team Manager will … Have previous staff management experience Have worked in a mgmt role within a Professional services company Have an understanding of working in a regulatory/compliance industry Have excellent communication skills both verbally, written and face to face Have good IT skills inc MS Office Be used to working more »

company benefits package Bonus: Discretionary – Paid annually The Role: The full administrative and technical support of multiple high performing financial advisers working within private wealth advice circles. Duties include: business processing and client on-boarding client review pack for client meetings quotations/valuations with product providers and managing … accordingly client relationships and being the first point of contact for technical queries as required product research across investments, pensions, protection and IHT work management The Person: Must come from an IFA/wealth management background and have experience of supporting IFA’s/financial advisers in … a private wealth focused environment. 2+ years hands on, practical experience of adviser support Business processing experience for investment and pensions cases Client relationship management experience What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for more »

the future of an integrated platform that services financial services clients. Working with cloud-based, state-of-the-art technology, and a microservices-based wealth management product, the Technical Consultant/Analyst Programmer focuses on integrating software into clients operating environments, while showing clients how to use products … be driven and interested to gain some serious financial experience. The future of this role moves either down the architecture route or the development management path. My client offers one of the best training and development packages in the market, all inclusive. My client is based in London currently 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 »

and Asia Pacific. Deutsche Bank offer their clients commercial and investment banking, retail banking and transaction banking as well as ground-breaking asset and wealth management products and services. On behalf of Deutsche Bank, AMS are now looking for a Branch Operations Analyst (Vault Assistant) to work in … self starter with excellent attention to detail The ability to learn new concepts quickly and the confidence to work through unfamiliar processes Good time management skills, with the ability to work on multiple streams of work in a group and individual environment. The ability to react positively to change 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 Purpose of Role This role will provide tax compliance and advisory … services for a wide range of business clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. A key part of the role requires the individual to actively seek, and keep the Partner informed about any new business opportunities more »

Position: Senior Technical Architect - Java/API layer Client: Global FinTech - Wealth Management Salary: £120k base Location: Central London Hybrid: 2 days in the office Timing could not be better to join this FinTech. They are a tech market leader in the Wealth/Pensions industry and more »