76 to 100 of 119 Wealth Management Jobs in the UK

Programme or Transformation Manager is absolutely essential for this role - Experience working within the investment industry is essential (This can be fund/asset management, asset servicing/TPA, wealth management, fund platforms etc) - Experience of undergoing and delivering upon transformation initiatives helpful - Experience working with offshore more »

The incumbent will be responsible for supporting IT matters with the internal users and work with vendors to support cases related to the BOS Wealth Management Europe, UK branch. He/She is required to drive action plans in improving system performance and provide problem and configurations management. … equipment racks, manage asset for all hardware/software with proper documentation Work closely with vendors to understand and apply hotfixes with proper test management cycle Ensure compliance to internal policies and processes and regulatory requirements Participate into and coordinate with various business unites for IT projects and enhancements … years of relevant working experience in banking or financial industry Good knowledge on UK regulatory/legal requirements. Knowledge about MAS technology risk management guidelines is preferrable. Good technical skiils about Windows OS and cloud hosted systems. Sound knowledge in technology risk assessments Good communication and inter-personal skills more »

Job Title: Security Engineer Salary: £80,000 to £100,000 We are seeking a Security Engineer, for a fast-growing FinTech firm, specialising in Wealth Management and Financial Advisory. As the first dedicated cybersecurity professional you'll play a pivotal role in establishing and fortifying the firm's … processes. Conduct thorough reviews of existing tools and processes, identifying gaps and implementing enhancements to strengthen our security posture. Perform security scanning and vulnerability management, taking proactive measures to reduce operational risks. Monitor security alerts and implement mitigations to safeguard against potential threats and attacks. Develop and deploy tools … Familiarity with distributed event stores such as Apache Kafka. Proficiency with operating systems (e.g., Linux) and command-line interfaces. Experience with network security, incident management, and penetration testing. Familiarity with automated cloud-based CI/CD pipelines and secure software design principles. In addition to your technical prowess, we more »

Our client is a globally renowned FinTech firm that provides full spectrum solutions to the institutional wealth management industry. They are continuing to enjoy record profits. Consequently, they continue expanding their relatively new Blockchain tech team to leverage the potential of distributed ledger technology (DLT) to enhance their … functionality on Blockchain or DLT based solutions and helping to create the new global tokenised asset-based financial services infrastructure. This will include the management of traditional assets and integration of business data flows into blockchain-based solutions. THE ROLE: Blockchain Developer Hyperledger Fabric Develop real-time transaction processing 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 »

Line of Service Assurance Industry/Sector Not Applicable Specialism Assurance Management Level Senior Associate Job Description & Summary Closing Date: 4pm 15 December Qualification: No ACA qualification is required for this role Location: London, Manchester About the team & role We combine passion and humanity with the latest technology. As … PwC UK audit practice, you’ll get to work closely with audit clients across a broad range of industries (e.g. banking, insurance, asset and wealth management, oil and gas, manufacturing and telecoms). Essential skills and experience To be considered you must be able to demonstrate experience working … tight deadlines; Ability to coach and support team members; Concise and clear communication when presenting and explaining results and findings. Client relationship-building and management skills Experience in working in complex environments Experience in coaching junior colleagues and an interest in developing others 2:1 university degree in any more »

Line of Service Assurance Industry/Sector Not Applicable Specialism Assurance Management Level Senior Associate Job Description & Summary Closing Date: 4pm 15 December Qualification: No ACA qualification is required for this role. Location: London EP, Manchester About the team & role Digital Audit is a specialist team within our Audit … PwC UK audit practice, you’ll get to work closely with audit clients across a broad range of industries (e.g. banking, insurance, asset and wealth management, oil and gas, manufacturing and telecoms). Training and development Through our tailored training programme you’ll develop the foundations to become … tight deadlines; Ability to coach and support team members; Concise and clear communication when presenting and explaining results and findings. Client relationship-building and management skills Experience in working in complex environments Experience in coaching junior colleagues and an interest in developing others 2:1 university degree in any 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 »

new tasks. Good knowledge of Life/Pensions products (desirable). Awareness/experience of workflow solutions within Application Software, specifically Sonata. Experience in wealth management, life administration, savings, and investments. Bachelor’s degree in Computer Science or equivalent. Values: In this role, it is expected that you more »

Job Type: Full-time Salary: Up to £44,000 per annum Exciting opportunity for a 3rd Line IT Support Engineer to join an established wealth management and financial services company. This role involves providing high-level technical support, maintaining a strong customer focus, and contributing to the development more »

and greeting at the office You will be responsible for business submission using bespoke software. Your role will involve day-to-day use and management of the Practices CRM database You will keep the back-office system updated maintaining live files and case notes You will be responsible for … bespoke software Excellent literacy, numeracy, and communication skills Strong attention to detail and able to problem solve and think on your feet Good time management and planning skills It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total … discretion St. Jamess Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £168.2bn. This 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 »

Portfolio Analyst 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 »

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 »

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 »

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 »

Location: UK Remote Salary: Up to £50k + Bonus + Excellent Benefits The Client: Our client is a reputable provider and developer of a Wealth Management Platform serving the financial services sector. They have a diverse clientele spanning the UK and Europe. The Role: As a Project Manager … you will be overseeing portfolio management, engaging with customers, ensuring project delivery, managing teams, and driving service improvement. Responsibilities: Oversee the entire project lifecycle, ensuring compliance with contractual commitments. Lead and sustain client relationships, ensuring continuous engagement and satisfaction. Manage project timelines, budgets, and scope through stringent change control … processes. Conduct effective stakeholder management both internally and externally. Requirements: Previously worked as a Project Manager or in a similar role. Experience across all phases of project management. Certified and experienced in PRINCE2 or PMP. Proven capability in managing multiple projects concurrently. Background in managing projects within financial services more »

Line of Service Assurance Industry/Sector Not Applicable Specialism Operations Management Level Senior Associate Job Description & Summary Closing Date: 4pm 15 December Qualification: A qualification is required for this role. If you’re on an exam pathway, you’ll be required to have sat and passed all of … helping clients to understand where they have potential gaps and exposures. We work with multiple industries including Banking and Capital Markets; Insurance and Asset Wealth Management, Pharmaceuticals, Manufacturing, Retail, Health Services, Oil and Gas, and many more Responsibilities Using your team and relationship management skills to ensure … parties) and internal (other audit team members) to broaden your networks; Navigate the complexities of diverse teams and multiple engagements whilst building your project management skillset in balancing numerous demands and priorities across your portfolio at any one time; Use straightforward communication in a structured way when influencing others more »

Job Title: Lead Cloud Engineer Location: Leeds Salary: Up to £80k Start: ASAP My client is one of the UK’s Leading Wealth Management firms. They are currently building out a Tech Hub in Leeds for their Personal Wealth Arm, and are now looking for a Lead more »

Line of Service Assurance Industry/Sector Not Applicable Specialism Operations Management Level Senior Associate Job Description & Summary Closing Date: 4pm 15 December Qualification: A qualification is required for this role. If you’re on an exam pathway, you’ll be required to have sat and passed all of … helping clients to understand where they have potential gaps and exposures. We work with multiple industries including Banking and Capital Markets; Insurance and Asset Wealth Management, Pharmaceuticals, Manufacturing, Retail, Health Services, Oil and Gas, and many more. Responsibilities Perform client Audits, including the documenting of risk assessments, identification … these to controls testing criteria. Identify, document and communicate control gaps/deficiencies to internal and external stakeholders on a timely basis. Demonstrate client management skills throughout the Audit lifecycle. Identify process efficiencies/enhancements to keep Audit programs in line with industry best practices. Coaching auditors on engagements more »

progressive, collegiate and is best described as high performance but low ego. This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and … look after a significant number of clients immediately. They are looking to hire an experienced investment advisor with an interest in re-inventing the wealth management industry and the attributes to be successful in a dynamic, collegiate and ego-free culture. They are looking for someone who can … Ultra High Net Worth Clients Advise on all aspects of the Client’s Financial Life Plan and implications for wrappers and interaction with investment management Contribute to firm’s approach to lifestyle financial planning Be part of broader firm building initiatives Whilst our client is prioritising the person over more »

ensuring that the organisation's business capabilities are well-defined, understood and optimised. This role requires a deep understanding of the offshore investment and wealth management industry. Leading innovative answers to business problems and uncovering hidden solution capability and value, supporting the continuous development and enhancement of new … agenda is highly aligned to strategic business objectives. To achieve this, the role holder will bring a high degree of sophistication to senior stakeholder management, including the ability to translate complex technical concepts into plain English and to articulate the art of the possible in technology's role to … architecture views Experience of working in a range of change delivery models (e.g. Scrum, XP, SAFe, Waterfall/plan-driven) Proficiency in domain roadmap management Strong experience with solution architecture, including business capability-based architecture Familiarity with the RFI/RFP process, including technical and non-technical aspects Knowledge more »

least 3 to 5 years experience development experience of Oracle Forms and of PL SQL. You will be developing maintaining and supporting pensions and wealth management systems. So any experience of life insurance or pensions applications would be very handy. This is role where you will be supporting more »

Are you an experienced Software Applications Specialist ? Do you have experience supporting and configuring Sonata, a wealth management system ? Would you like to work for a fantastic company in Glasgow who have a great story to tell and are embarking on a major transformation ? My clients office is more »

to 5 years commercial experience of writing applications using Oracle, Oracle Forms and PL SQL. Any experience of life insurance, pensions, fund or wealth management systems would be very useful for this role. The main function of the position is to develop in Oracle, Oracle Forms and PL more »