126 to 150 of 154 Wealth Management Jobs

Life/Health, Some Flex WorkingC# Software Engineer – MultithreadingQuant Capital is urgently looking for a C# Developer to work for our high profile investment management vendor.Our client is a well known global wealth management HFT software business. They provide valuations and pricing of derivatives to most of … main pricing analytical library in C#. Quants Developers Must Have: Min 3 years experience of C# Development MS SQL relational database development, optimization and management Strong server-side C# development Multi-threading, code optimization, LINQ, in-memory caches Experience in server-side development (preferably Financial Technology) Web service configuration … and management ASP.NET MVC web service development in C# – optionalMy client is based in London Developer, Multhreading, Quant, Pricing Derivatives, Consultancy C++ Quant Analyst Investment Bank, Hedge Fund Modelling more »

in the City of London. The Risk Business Partner will be instrumental to assuring the effective implementation, development, and maintenance of the businesses Risk Management Framework. Working closely with senior leaders and business owners as a 2nd line oversight, you will impart advice, support, resource, and knowledge about important … and cross-cutting risks. Responsibilities: Act as a dedicated 2nd line of defence Risk Business Partner to support 1st line management in implementing and embedding the Group’s risk management framework. Monitor and report upon each business area’s ability to operate within appetite, ensuring that potential issues … are identified, escalated, and managed quickly and appropriately. Act as a focal point and escalation route for business colleagues; driving risk management culture and behaviours through regular interactions with people across the organisation. Understand the business risk profile and key processes for diverse business area(s) and complete targeted 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 »

supported in their career. Their UK presence comprises over 50 business professionals delivering audit, tax compliance and advisory, book-keeping, accounting, payroll, company secretarial, wealth management and other administrative services to their clients. They leverage technology in everything they do. They offer a client-focused director-led service … then you are in the right place. You will be fully experienced in all aspects of accounting and tax work, including the preparation of management accounts for large clients, managing end to end accounting and tax filings for limited companies across sectors. You will already be managing your own … can articulate services delivered clearly Experience in managing a team of seniors, semi-seniors and juniors to deliver to the client portfolio under your management Be a role model and fully motivate your team to drive the team forwards Experience in Xero and/or Quickbooks, IRIS and/ more »

liaise with TPA on all corporate action matters Good knowledge and understanding of corporate actions (UK and International) and how they impact at a Wealth Management portfolio level Understanding of Book costs in relation to Corporate Actions Central point of contact for all Front Office client queries relating more »

these risks. Your role will also involve preparing comprehensive reports for both internal and external clients. Furthermore, you will participate in Control and Risk Management initiatives to ensure business continuity. Ensure accurate and timely completion of daily fund and investment operational functions Identify, measure, manage, and monitor operational risks … Establish and maintain effective working relationships with both internal and external clients Prepare reporting for internal and external clients Participate in Control and Risk Management, Contingency and Information Security efforts What you bring: The ideal candidate for the Operations Project Manager role at Morgan Stanley brings a minimum of … sets this company apart: Morgan Stanley stands out as a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 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 »

role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol-based FTSE 250 Wealth Management company. You will … with other teams within the business and external companies Supporting the team's risk and control activities to ensure good client outcomes and risk management culture About you We invest in our teams - we don't require you to have a background in financial services. A successful candidate must more »

Account Manager/Relationship Manager Location: Hybrid (Bath, Edinburgh, or London) Join a dynamic FinTech revolutionizing wealth management! If youre an experienced Account Manager or Relationship Manager with a background in SaaS or FinTech, this is your chance to make an impact. What You'll Do: Manage relationships … superior customer service. Partner with clients to migrate business books and discover new growth opportunities. What We're Looking For: Strong experience in fintech, wealth management, financial planning, or financial advice. Passion for leveraging technology to improve investing experiences. Exceptional relationship-building skills and problem-solving abilities. Experience 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, a highly regarded FTSE 250 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 £179bn. This business more »

THE COMPANY An established and highly reputable Wealth Management firm based with the City of London. THE ROLE The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and maintaining client business already … and seminars both in person and virtually. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WEALTH MANAGEMENT business. The Sales Trainer will work alongside the WEALTH MANAGEMENT firms sales leadership to identify areas of improvement and build … strategies to better them. The Sales Trainer will design and deliver an effective new joiners proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching 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 »

Executive – Financial Services Guildford Up to £35,000 + Excellent Prospects CV Screen is recruiting for a Digital Marketing Executive for a well-established Wealth Management company. The role is office based in Guildford and a salary of up to £35,000 is available. ROLE DETAILS Your role more »

a large integration project. Therefore, we are searching for an experienced Data Analyst who has worked within the financial services sector, ideally within investment management, wealth management and asset management. The Data Analyst’s primary responsibility will be to facilitate the seamless integration of data from diverse … Knowledge of, or has worked within, an ISO 27001 accredited organisation and awareness of information security requirements. Knowledge of data governance principles, data quality management, and regulatory compliance requirements (e.g. GDPR, SOX) is desirable. Data Analyst Due to the volume of applications received for positions, it will not be more »

to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with … knowledge to deliver an unrivalled level of service to their clients. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £179bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed more »

to perform technology design activities across group functions, channel, product, technology or suppliers as required by projects and programmes, and to assist the Technology management team in architectural leadership, governance, and management of key design knowledge and artefacts (including operating models, roadmaps, infrastructure architecture, IT standards and patterns … environments Experience as a Technology Architect on major change or transformational programmes with a broad range of analytical, design and IT skills, preferably in Wealth Management Recognised Architecture/IT qualifications (e.g. TOGAF, ITIL) are desirable Familiarity with associated framework concepts, including the TOGAF Enterprise Continuum, ITIL Service 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 »

environments previously. Experience with Microservices and event driven architecture would be beneficial as would experience of working with trading for an investment bank, asset management or wealth management company previously. For these roles you will need to be on site for 3 days a week and they more »

an Agile environment and experience with Microservices and event driven architecture is beneficial as is any experience with trading in either investment banking, asset management or wealth management. You will need to be on site for 3 days per week and these roles are inside IR35. more »

functional testing and typescript/Javascript would be advantageous. The applications you will working on are trading applications so experience within investment banking, asset management or wealth management would be a distinct advantage. For these role you will need to be on site 3 days per week more »

Project Manager - Contractor - Finance (Wealth management) - Travel essential Oscar Technology is engaged with a growing Consultancy to support them expanding their team with a Project Manager. They are looking for someone to help transform their impressive client portfolio into high performing organizations. The Role- You will be working … develop and implementing new systems What you will need- At least 5 years of experience as a Project Manager ( working in the Finance industry ) Wealth Management experience At least one PM certification ( Prince 2, APM or PMI) Strong problem solving skills throughout a full project life cycle. Experience … please do get in touch with your latest CV below. Oscar also offers a referral scheme for any successful candidates Project Manager - Contractor - Finance (Wealth management) - Travel essential Oscar Associates (UK) Limited is acting as an Employment Business in relation to this vacancy. To understand more about what more »

The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management teams,including Wealth … and withdrawals wand processtop ups and withdrawals on onshore and offshore bonds The Candidate 1-2yearsminimum experiencein a similar Financial Planning administration/Wealth Planning administration/IFA administration role. Good organisational&time management skills. A desire to gainFinancial Planningqualifications. Numerate with attention todetail. Excellentcommunications skills both more »

HRBP - Learning and Development Permanent Up to £70,000 Great benefits London Hybrid Overview Oakleaf partnership are representing a wealth management firm to recruit for HRBP with a Learning and Development lean to take the lead on their learning and development strategy. In this role, you will work … gaps, and training requests from managers. Manage the company's talent development programs. Evaluate and qualify potential training providers, assessing their understanding of the wealth management business. Collaborate with the Head of HR and the Finance team to determine and monitor the annual training budget, ensuring maximum return … Committee. Support the recruitment process, ensuring practices align with company policies. Maintain a commercially viable Preferred Supplier List (PSL) of recruitment agencies and provide management information as appropriate. Drive the employer brand, ensuring that the careers page, LinkedIn presence, and media presence highlight the company as a great place more »

advice companies with over a decade of award-winning advice plus a platinum 5-star Feefo customer experience rating. They are a customer-focused, wealth management, equity release, mortgage advice, and home finance financial services company which aims to provide expert advice to people of all ages. Their … local SEO, and SEO reporting tools. Strong understanding of web design and development, HTML/CSS coding, and link-building strategies. Experienced with content management systems (CMS) and website optimization platforms, such as WordPress. Benefits A highly competitive compensation package. Hybrid working model with work-life balance in mind. more »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing … team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth Planners, and ensuring the clients needs are fully supported for the best outcome. The Paraplanner Team Leader will draft reports and other forms of … The Paraplanner Team Leader will prepare documents as well as complete research for client presentations, including identifying any potential advice to raise with the Wealth Planner. The Paraplanner Team Leader will be the main point of contact for the team and will take action where appropriate when escalating any more »