101 to 125 of 227 Wealth Management Jobs

Research team is responsible for developing and communicating the firm's advice and guidance regarding financial planning strategies as part of the firm's Wealth Management Advice and Solutions (WMAS). The WMAS division drives innovation to ensure our branch teams and clients have access to high-quality more »

Research team is responsible for developing and communicating the firm's advice and guidance regarding financial planning strategies as part of the firm's Wealth Management Advice and Solutions (WMAS). The WMAS division drives innovation to ensure our branch teams and clients have access to high-quality more »

Research team is responsible for developing and communicating the firm's advice and guidance regarding financial planning strategies as part of the firm's Wealth Management Advice and Solutions (WMAS). The WMAS division drives innovation to ensure our branch teams and clients have access to high-quality 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 »

A skilled and motivated IFA Support Administrator is needed to join the team at this leading wealth management company based in Hove on a part-time basis. You will be expected to work 27.5 hours per week. Full training will be provided. They are a Hove-based wealth … consideration. Candidates with previous experience or job titles, including; Financial Planning Assistant, Independent Financial Advisor Assistant, IFA Client Services Coordinator, Financial Advisory Support Staff, Wealth Management Administrator, Financial Services Administrative Assistant, and Investment Advisor Support Specialist, may also be considered for this role. IND123 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 »

accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in … Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their more »

accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in … Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their more »

accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in … Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their more »

accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in … Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their 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 Skills -A background within Wealth management in a similar 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 »

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 »

relative value research. Utilizes results to deliver specific, insightful, and timely credit research opinions. Builds relationships with external sources to support research efforts. Portfolio Management - Reviews and monitors the credit quality of both existing and new CAB loan opportunities. Works with credit analysts to ensure proper underwriting and may … ensure that legal documents are prepared correctly. Business Support - Identifies and pursues opportunities to grow CAB Lending relationships with other bank groups including Treasury Management, Private Banking and Wealth Management. Seeks and acts on referrals from client companies and makes referrals to other business groups such as Private … Banking, Wealth Management, Treasury Management and Retail, when possible. Collaborates with internal business partners to ensure compliance with CAB Lending policies and practices and regulatory statutes at the relationship level. Reporting - Monitors and tracks the financial conditions of client borrowers and prepares and presents status reports to 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 »

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 »