2 of 2 Wealth Management Jobs in Gloucestershire

the design and development of R&C systems, ensuring advanced technology and automation enhance efficiency, insight, and user experience. Develop and oversee automated reporting (e.g. RCSA, KRIs) for senior management and governance forums. Drive improvements in risk data quality, insights, and visualisation capabilities. Contribute to the design and oversight of risk data platforms, working collaboratively with cross-functional teams. … stakeholders, you'll combine technical expertise with clear communication to drive meaningful impact through systems and data.Skills/Experience: Skills/Experience:Essential Proven experience in developing systems, data management, and reporting in a risk and compliance context. Strong knowledge of non-financial risk management, ideally within wealth management, asset management, banking or similar financial More ❯

Client Delivery Manager Hybrid working, based from our Bristol office blended with home working We are Succession Wealth, from "start-up" in 2009, now one of the leading independent financial planning and wealth management businesses in the UK. We have over 800 employees and 200 Wealth Planners providing wealth management and financial planning services … our network of offices. We have a fantastic opportunity for a Client Delivery Manager to lead a team in delivering an efficient and professional administrative support service to our Wealth Planners. As a Client Delivery Team Manager, you will lead your team to support our Wealth Planners with all administrative aspects of client delivery, aiming for excellent client … to drive team success. To be successful in this role, you will need: At least 3 years' experience in a fast-paced Financial Services Administration role. Supervisory or team management experience is highly desirable but not essential. Resilience and ability to work under pressure and meet tight deadlines. High professional ethics and integrity. Ability to engage your team and More ❯