1 to 25 of 60 Wealth Management Jobs in England

Role Wealth Management Investment Operations Analyst – Graduate calibre with some Operations experience & Advanced Excel, VBA, or Python Martis Search are representing a boutique Mayfair based Wealth Management Asset Manager to hire a permanent “Wealth Management Investment Operations Analyst.” Our client is open to hire … experience i.e. Reconciliations, or KYC Client Onboarding and a proven aptitude with coding such as Advanced level Excel, VBA, or Python and to learn “Wealth Management Investment Operations” on the job. Our client’s idea is that that they are willing to teach you and so that ...

Assisted Testing, Test Automation, Reqnroll, SpecFlow, NUnit, Azure DevOps, SQL Server, ASP.NET Core, REST APIs, CI/CD, BDD, Automation Frameworks, Investment Management, Wealth Management) Our client is a market-leading FinTech organisation developing an award-winning front-to-back investment and wealth management platform … enterprise-scale automation frameworks, excellent C#/.NET development skills and a passion for using AI to transform software testing. Experience within FinTech, investment management, wealth management or other regulated financial services environments would be advantageous, although candidates with strong technical leadership experience from other enterprise software ...

Responsibilities: Validate, challenge, and refine wealth management propositions through a UK market lens. Identify regulatory, Consumer Duty, and market blind spots across product offerings. Provide strategic advice on managing cash, interest rate strategies, and FSCS protection frameworks. Support client journey design, pricing models, and proposition documentation/artifacts. … Qualifications & Skills: Deep expertise in building, launching, and scaling UK wealth management propositions. In-depth understanding of financial planning, wealth management, and banking integration in the UK. Proven knowledge of FCA regulations, Consumer Duty requirements, and FSCS protections. ...

Engineering Lead - Financial Planning (iRESS Xplan) Locations: London | Liverpool | Permanent Lead the Future of Financial Planning Technology We're partnering with a leading UK wealth management organisation undergoing significant technology transformation and seeking an experienced Engineering Lead - Financial Planning (iRESS Xplan) to take ownership of a business-critical … financial planning ecosystem, driving platform evolution, integration strategy, engineering excellence and team development. Working at the intersection of Financial Planning, CRM, Data and Wealth Technology, you'll play a key role in shaping the future technology landscape supporting advisers and clients across the organisation. The Role As Engineering Lead ...

Engineering Lead - Financial Planning (iRESS Xplan) Locations: London | Liverpool | Permanent Lead the Future of Financial Planning Technology We're partnering with a leading UK wealth management organisation undergoing significant technology transformation and seeking an experienced Engineering Lead - Financial Planning (iRESS Xplan) to take ownership of a business-critical … financial planning ecosystem, driving platform evolution, integration strategy, engineering excellence and team development. Working at the intersection of Financial Planning, CRM, Data and Wealth Technology, you'll play a key role in shaping the future technology landscape supporting advisers and clients across the organisation. The Role As Engineering Lead ...

/Portfolio Suitability Programme My leading client is seeking an experienced Snowflake Data Engineer to join a strategic Portfolio Suitability Programme within a leading wealth and investment management environment. This is an exciting opportunity to work on a high-profile data transformation initiative focused on portfolio suitability, investment … governance, client outcomes, and regulatory compliance. Candidates with direct experience delivering data solutions on portfolio suitability, suitability assessments, investment management, wealth management platforms, or related regulatory programmes will be highly advantageous. Key Responsibilities Design, develop, and maintain scalable data solutions supporting a Portfolio Suitability Programme. Build ...

Runbook Project Analyst Wealth Management London (Hybrid) | Outside IR35 | Immediate start We are supporting a leading UK wealth management business with the urgent appointment of an experienced Runbook Project Analyst for a major integration and migration programme. This is a critical, hands-on role responsible … executing complex programme runbooks A strong background in migration, cutover or implementation events An excellent understanding of technology and data migrations Experience within wealth management, investment management or wider financial services The ability to absorb complex information and dependencies quickly A calm, decisive and highly organised approach ...

Head of Data Governance & Analytics Overview: Exciting opportunity for an experienced data governance/management professional to help shape our entire data operating model, working in partnership with our Technology team. This position exists to ensure we treat data as a controlled, trusted and useable business asset, that … without over-engineering the operating model. About the Company: W1M was formed in 2024 through the merger of London & Capital and Waverton, two established wealth managers with over 40 years of history. Since then, the business has grown to over 400 employees and manages approximately £27+ billion in assets ...

Change & Transformation team. This role sits at the intersection of business and technology, supporting the delivery of strategic initiatives across our Banking and Wealth Management divisions. You will work closely with front-office, operations, and IT teams to translate business needs into clear requirements and support the configuration … enhancement of Avaloq-based solutions. Responsibilities: Gather, analyze, and document business requirements from stakeholders across Wealth Management, Private Banking, and Operations functions. Act as a subject matter expert on the Avaloq core banking system, advising on platform capabilities, configuration options, and best practices. Produce high-quality business requirement ...

Director, Investment Risk & Operations Technology Location: London (Hybrid Working) Type: Permanent Package: Excellent Salary + Bonus + Benefits The Opportunity A leading UK investment management organisation is seeking a senior technology leader to take ownership of its Investment, Risk and Operations technology estate. Reporting directly to the Chief Technology … Officer, this role will lead multiple technology and product teams responsible for delivering the platforms and capabilities that support investment decision-making, risk management, portfolio construction, trading, investment operations and back-office processes. This is a highly visible leadership position at the intersection of business strategy and technology, with ...

Operations Administrator (Wealth Management) - London - £35,000 - £40,000 (Dependent on Experience) + Benefits & Bonus About the Role An established and growing financial services firm based in the City of London is seeking an experienced Operations Administrator to join its team. This is a varied and rewarding role … enquiries professionally and efficiently Liaise with IT providers and resolve office equipment issues Support Directors with business projects and ad hoc tasks Coordinate office management activities Finance Support Assist with business income (fee) reconciliation within the CRM system Chase statements and support process automation initiatives Process introducer payments Assist ...

days per week) £65,000 - £75,000 + 10% Bonus + Outstanding Benefits Help build the future of Data & AI within a leading Wealth Management business. We're investing heavily in Microsoft Fabric, Azure and AI technologies as we transform our enterprise data platform, and we're looking … technologies across the enterprise data platform Essential Experience To be successful in this role you'll need previous experience working within Financial Services, Wealth Management, Banking or another regulated financial environment. You'll understand how enterprise data platforms are engineered within organisations where governance, compliance, auditability and repeatable ...

Snowflake) Permanent | Hybrid (London - 2 days a week in the office) Salary up to £150,000 + bonus We're supporting a leading UK Wealth Management organisation as they continue a significant transformation of their Data & AI capability. As part of this journey, they're looking to hire … rapidly evolving Data & AI capability What We're Looking For Essential Experience Excellent commercial experience with Snowflake Experience delivering data solutions within Wealth Management, Asset Management, Investment Management or Financial Services environments Excellent understanding of Star Schema/dimensional modelling Strong experience with dbt Strong ...

Business Analyst - Wealth Management - £680-£780 per day You are stepping into one of the most significant transformation programmes in wealth management right now. This is a long term programme of work, which means you are not parachuting in to fix one small thing and move … That gives you the kind of end to end project exposure that is genuinely hard to find. The company is a leading name in wealth management and the scale of what they are doing internally is substantial. You will be embedded in a programme that touches every part ...

Permanent | Hybrid (London - 2 days a week in the office) Salary £70,000 to £90,000 + bonus We're supporting a leading UK Wealth Management organisation as they continue a significant transformation of their Data & AI capability. As part of this journey, they're looking to hire … financial data ingestion Financial Services experience Experience working within risk-related environments Strong stakeholder engagement and communication skills Highly Desirable Portfolio suitability experience Wealth Management or Asset Management experience Investment Management data experience Regulatory reporting exposure Snowflake Cortex AI and/or Claude Code Medallion Architecture ...

Description Help shape the future of technology at one of the UK's leading wealth management businesses Are you experienced in technology finance, commercial management, vendor management or technology operations? Do you enjoy turning complex technology spend, supplier relationships and investment decisions into meaningful business outcomes … looking for a commercially minded Technology Business Manager to become a key member of our Technology leadership team. This role combines financial management, supplier governance, technology operations and business partnering, helping ensure technology investments are well governed, cost-effective and aligned to strategic priorities. You'll work closely with ...

data transformation programme that will shape the future of investment decision-making and regulatory reporting within a leading financial services organisation. Experience working in Wealth/Asset Management is VERY advantageousThis is an opportunity to work on a business-critical initiative that will transform how investment and portfolio … series data. Experience integrating and managing market data feeds or financial datasets. Strong SQL and analytical problem-solving skills. Financial Services experience, ideally within Wealth Management, Asset Management or Investment Management. Excellent stakeholder management and communication skills. Highly Desirable Experience working with: Portfolio suitability Portfolio risk ...

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, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

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, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

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, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

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, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

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, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

Permanent Circa 65k + bonus + benefits A leading, highly prestigious financial services organisation is seeking an IT Business Solutions Analyst to join its Wealth Management Business Applications function in London. The role sits between the business and technology delivery, covering requirements definition, solution evaluation, and ongoing ownership … applications post-delivery. Suited to someone with strong stakeholder management skills and a track record of taking real accountability for outcomes. What you will be doing: Build relationships across the business and identify opportunities to improve efficiency through technology Act as senior escalation point for IT issues beyond standard ...

experience The background This role could suit an established Product Owner or someone who has progressed into Product Ownership from a Business Analysis, Project Management or Change background. Previous Transfer Agency experience would be advantageous but is not essential. Applications are welcomed from candidates across financial services, including: Asset … management Wealth management Banking Pensions Insurance Investment operations Financial technology You should be able to demonstrate: Previous Product Owner or product delivery experience Experience working within an Agile environment Strong stakeholder management and communication skills The ability to translate business requirements into deliverable product changes Experience ...

transformation strategy Facilitate executive workshops and architecture assessments BFSI Transformation - Lead transformation initiatives across: Retail Banking Commercial Banking Payments Cards Open Banking Insurance Wealth Management Regulatory transformation AI & Modernization Define AI and GenAI transformation strategies Develop AI governance and responsible AI frameworks Shape AI operating models and adoption … Architecture Chief Architect VP Architecture Enterprise Architecture Director Principal Architect Enterprise Architecture Lead Experience owning enterprise architecture across multiple business units Executive stakeholder management up to CIO/CTO level Strong architecture governance experience Experience managing large transformation portfolios Preferred BFSI Experience Strong experience in one or more ...