51 to 75 of 122 Wealth Management Jobs in the UK

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 »

1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. 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. Department Overview: The Operations Transaction Reporting Team is responsible for overseeing the daily Transaction Reporting processes, which include transaction reporting to the FCA (Mifid II), SFTR, EMIR and HKMA. The team works closely with … as appropriate. Build and maintain good relationships with the Front Office, Legal, Compliance, Regulatory Affairs and Operations stakeholders across the firm. Monitoring of regular Management Information to identify trends. Identify and deliver control and efficiency improvements. Qualifications/Experience: Minimum 5 years Transaction Reporting experience within Operations. An understanding 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 »

Client Reporting Specialist up to £50000 London THE COMPANY Leading London Based Investment Manager whose Investment Management services in Equity and Fixed Income Strategies make them industry leaders. The company have a long history and this will be a great opportunity for the right person. SKILLS AND EXPERIENCE REQUIRED … MUST HAVE Minimum of 4 Years Client Reporting experience MUST HAVE Wealth, Investment or Asset Management experience If you do not have the above skills you will not be considered for this role. THE ROLE The overall purpose of this position is to be responsible for the provision … Office relationship managers for the setup and on- boarding of clients onto our accounting and reporting platform · Prepare client reports including, investment reports, consolidated wealth report and other financial analyses within strict deadlines · Deliver a superior online or PDF user experience through the provision of customized reporting content. QUALIFICATIONS 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 »

a few days • Azure Certified • Deep understanding of infrastructure and networks 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 »

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 »

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 »

Role: Analyst OR Associate - Investor Client Relations (Private Equity) Location: Birmingham City (UK) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private credit. Established in 1988, the Firm has extensive … knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 12 offices in … Associate to join our investors Client Relations team to support, co-ordinate and assist the Client Relations Team Manager with the day-to-day management of existing investor client relationships as well as the investor activities for Capital Dynamics globally. The Analyst or Associate will work closely with investment 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 »

Are you are experienced Business Architect with great experience working in Wealth & Financial Services strategy experience? If so then I have an exciting opportunity for you with a top Wealth Management firm based in London. The role itself is a permanent role that offers a salary of … 2x days a week. The right candidate must have strong experience as a Business Architect, as well as the content included below. Required Experience: Wealth and Financial Services strategy consultancy experience from reputable firms. FS practitioner or SME level domain knowledge in Wealth and Asset Management. experience working … in Wealth or Asset Management. Professional Experience/Qualifications Architecture qualifications at professional/expert level, for example, BizBok or TOGAF. more »

observations with clients, execute the plans discussed and effectively escalate to chief compliance officer • The role will require developing forensic tools (as necessary), stakeholder management, ability to multi-task and maintaining comprehensive documentation • Propose ways to create efficiencies for identifying risks in a thematic way • Work on time-sensitive … investigations and meet tight deadlines. Basic Qualifications/Skills: • Bachelor’s degree required: preferably in accounting, finance, law, business management or related field. • Strong understanding of the regulatory landscape in the US, UK, or APAC. • In-depth understanding of the financial services industry predominantly asset/wealth management … Demonstrate high-quality execution and attention to detail. • Inquisitive mindset focusing on identifying risks and inefficiencies. • Strong communication skills – written and verbal. • Excellent time management and ability to multi-task • Sense of intellectual curiosity, enthusiasm, integrity, and confidentiality • Strong analytical and organizational skills • Self-starter with the ability to more »

related field. Proven experience in data engineering, data analysis/processing, machine learning techniques, data warehouses, data pipelines, preferably in a Financial Services or Wealth Management environment. Systems/Internal Processes Familiarity with programming languages such as Python, R or Java and with data analysis libraries (e.g. Pandas more »

to tackling new challenges. Knowledge of Life/Pensions products and familiarity with workflow solutions within Application Software would be advantageous. Prior experience in wealth management, life administration, savings, and investments domains is desirable. Values: In alignment with the organisation's values: Embrace a collaborative ethos, valuing diverse more »

Our client is a full-service bank operating in multiple different business areas such as Large Corporates & Institutions, Business Banking, Trade Finance, Markets, Asset & Wealth Management and Personal Banking. The broader TM Unit supports all these areas offering excellent career development and skill diversification opportunities. As a senior 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 »

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 »

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 »

Looking for a new Frontend Engineering position? This wealth management company are looking for a Frontend Developer to join their development team in Clifton, Bristol . This business looking to double the development team this year, cracking time to join and accelerate yourself from Midlevel engineer to Senior 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. 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 »

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 »