26 to 50 of 120 Wealth Management Jobs in the UK

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 »

looking to grow their team substantially as part of their structured growth plan. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach. In the last couple of … can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good … ideal skill set would look like the following: Strong academic background 1-5 years’ experience in a role that includes financial modelling Exposure to Wealth Management e.g., financial planning for private clients is advantageous but not essential Strong understanding (or interest in) of the private banking and asset more »

Description About the Job Oracle Forms Software Systems Test Engineer - Harrogate Our Client is a financial institution developing software for the pensions insurance and wealth management investment banking world. They are a leading insurer and wealth management company in the UK. They are looking to recruit more »

financial planning and investment management. The Role This is a great opportunity for a Private Banking Assistant/Client Support in Private Banking or Wealth Management. The successful candidate will support and assist the Client Relationship Manager with banking, investment management and client related administration. The Private Banking … prepare a consolidated position as required. The Candidate + 2 years’ minimum experience in a similar client supporting role in a Private Banking or Wealth Management environment. Takes ownership for tasks and challenges and seek continuous improvement Reliable, thorough, and consistent high-quality work. Self-disciplined Clear, engaging more »

anomalies? If so, we have an exciting opportunity for you to join a top Banking Corporation within the Compliance and Conduct team in the Wealth Management Division. As an Associate in the Conduct team, you will play a key role in supporting the data-led compliance strategy. This … role is ideal for candidates with strong analytical and quantitative abilities who are looking to further develop their skills within the Wealth Management environment. Your responsibilities will include: Support the wider Conduct & Compliance team in day to day duties Championing a culture of ethical business practices and compliance 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 »

company, you will need to ensure that business obtained is processed in a timely manner Your role will involve day-to-day use and management of the Practice’s CRM database You will need to keep the back office system updated maintaining live files and case notes You will … Initiative Qualifications English GCSE or equivalent, grade Grade 4(C) (Essential) Maths GCSE or equivalent, grade Grade 4(C) (Essential) About the Employer Anglian Wealth Management Established in 2009, we're a team of expert financial advisors based in Norwich, Norfolk. We pride ourselves on continuously providing personal … and bespoke financial planning and advice in: Pre and Post Retirement Planning Building and Preserving Capital Growing Wealth Reducing Inheritance Tax Liabilities Inheritance Tax Planning Pension Investments Providing Financial Protection At Anglian Wealth Management, we're especially proud to offer a personalised service and advice without any 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 »

Developer with Oracle Forms and SQL Server - Financial Services - East London Our Client is specialist software company developing software for the pensions, insurance and wealth management software market place. They are currently looking to recruit an Oracle with PL/SQL and Oracle Forms Developer with at least … years commercial experience of writing applications developing Oracle Forms applications. You will ideally have experience of working on and developing pensions and or wealth management systems. The Client will be moving from Oracle 10 to Oracle 11g very shortly so this could be great move to learn the 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 »

Private Client Discretionary Investment Team London & South East Basic to £110,000 plus bonus and benefits Client A rapidly expanding Wealth Management firm are looking to grow their presence in London by securing the service of an existing team of CISI level 6 qualified investment managers/directors … to those looking for a long-term career opportunity to grow and develop to be a part of the future of this expanding national wealth management firm. You You must all be level 6 qualified via the CISI as an absolute minimum, have a book of private client more »

Financial Crime Manager - Banking, Wealth Management and Payments London/Hybrid £85,000 per annum I am looking for experienced financial crime professionals with specific exposure to issues around AML, Sanctions, ABC & CTF. Exposure to banking, wealth management and the payments industry would be very helpful 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 »

Major UK asset/wealth management group seeks a financial crime specialist, currently or recently holding SMF17, for its MLRO opening. The job holder is ultimately responsible for identifying and managing financial crime risk in line with company appetite, spanning AML/CTF, ABC, fraud prevention, sanctions and … are in place. Candidates are sought with proven experience in a dedicated financial crime role holding MLRO/SMF17 status, preferably from within the wealth management industry, although other sectors of financial services will also be considered. Hays Specialist Recruitment Limited acts as an employment agency for permanent more »

Robert Half is recruiting for a Client Services Associate to join a wealth management company. ROLE: Client Services Associate - 2-3 years experience LENGTH: 12 Months contract LOCATION: on site - London PAY: Day Rate depending on experience inside IR35 Skills -A background within Wealth management in more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as 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 »

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 »

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 »

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 »