1 to 25 of 120 Wealth Management Jobs in the UK

from a network of 11 locations across Lincolnshire, Nottinghamshire and Leicestershire, our services include accountancy, tax and business advice, audit, marketing and sales, payroll, wealth management, legal and probate, IT solutions, and support for international trade. Our team includes more than 450 talented individuals who work together to … role: May be part qualified in the relevant field(s) - either by qualifications or experience. Strong range of IT skills and experience of database management systems High level of attention to detail and organisational skills. High standard of professional and personal conduct and ethical behaviour Strong communication skills, written 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 »

companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group 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 »

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 »

Portfolio Assistant Salary: £28,000 – £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations. Job Description: • Collating and analysing quarterly AUM figures. … to date, including tracking performance metrics and maintaining data integrity. Qualifications & Experience: • CISI/CFA level 4 qualified. • Previous experience in investment operations, portfolio management, or related roles essential. • Analytical and quantitative skills, with proficiency in financial modeling techniques. • Excellent attention to detail and organisational skills. • Proficiency in Microsoft more »

background. What you'll be doing: You will enhance and maintain a version of the Paladign system which is used to support the UK wealth management business. The software is maintained in house and has many interfaces with other systems for example financial reporting, order execution, portfolio management more »

Financial Services – Permanent – Up to £75,000 Base + Bonus + Benefits Our client, a well-established and growing independent Private Bank offering Banking, Wealth Management and Investment Management services based in London are looking to hire a permanent M365 Administrator to join their Infrastructure team. You more »

We are delighted to be supporting an established wealth management firm that are looking for a Finance System Analyst to join there finance team and support the operational stability of Finance systems, IBM Planning Analytics system (“TM1”), Power BI, PS Financials, Procurement & Expense systems. This individual will also … support users of these systems and support the ongoing development of these systems. Responsibilities: Take over BAU management of system – will take over ownership of tech stack Pick up enhancements/development work Work directly with Accountants in wider Finance team, as well as our Head of Change Opportunity … big projects as part of the role Experience required: Experienced in development side of TM1 as well as user experience PowerBI experience also beneficial Wealth Management/FS background would be ideal, but open to outside of industry too Aware of what FUM is/means Accounting/ more »

background. What you'll be doing: You will enhance and maintain a version of the Paladign system which is used to support the UK wealth management business. The software is maintained in house and has many interfaces with other systems for example financial reporting, order execution, portfolio management 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 »

in line with the teams procedures manual. Ensure that you are actively participating in the 4+1 habits from Lean methodology. These include dynamic Visual management boards, appropriate team meeting involvement, continuous improvement through identification and resolution of issues, and standard operating procedures. Support the continuous improvement across the team … follow and maintain internal procedure documents and ensure they are kept up to date and accurate. Knowledge, Skills and Experience Excellent organisational and time management skills High level of accuracy and attention to detail Ability to grasp new tasks and IT system quickly Strong written and verbal communication skills …/5-9) including Maths & English Experience of working as part of a team Desirable 2 years industry knowledge and an interest in the wealth management sector 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 »

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 »

experience. They have accountants in Kent and accountants in London, serving clients in the surrounding areas. The team includes financial advisors, tax accountants and wealth management experts. Are you the right person for the job? To excel in this role, you should possess the following skills and qualifications 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 »

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 »

Pay rate: up to 775 GBP per day Duration: 6 months Work type: hybrid Description Department/Job Overview: The Wealth Management Platform International (WMPI) is responsible for defining the technology platform strategy for Global Wealth Management locations outside of Switzerland, Singapore, Hong Kong and the … of change deliver, and support with leadership of implementation topics where required, in conjunction with the local business team Qualifications Essential Skills: Core Project Management experience and skills (7 years+) Wealth Management/Private Banking knowledge and experience Ability to communicate and produce high-quality presentation materials more »

Associate – Conduct Risk The firm is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of account holders, including individuals, charities, and pension funds. The firm specialise in helping clients protect … and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning. About this opportunity: • You will be joining the Conduct team within … data-led strategy. • This is ideal for candidates with strong analytical and quantitative abilities who are looking to further develop their skills within the Wealth Management environment. Responsibilities Include: • Support the activities of the Conduct team and champion the embedding of a healthy culture, optimal business ethics and 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 »

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 »

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 »

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 »