8 of 8 Wealth Management Jobs in the North of England

the development and optimisation of the integration plan across people, processes and systems. This is a permanent role, with hybrid working based in Manchester. If you come from a wealth management background with experience of M&A integrations, this may be the role for you! Description Design and implement post-acquisition integration strategies, covering Day 1 activities, the … employee engagement, and synergy realisation. Serve as a key escalation contact for any challenges arising during the integration process. Provide consistent status reports and progress updates to the senior management team. Profile 3+ years in project/integration management, within a wealth management or IFA business. Strong understanding of IFA/wealth management operations. … Experience managing complex, multi-workstream projects. Excellent communication and change management skills Job Offer Salary range of £70,000 - £90,000 DOE Hybrid working Pension scheme Plus many more amazing benefits More ❯

Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space. Role - Manager, Data Services aka Data Manager, Data Solutions Manager Location - Fully remote - Flex Start/Finish Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan … in financial services and influence strategy at leadership level. What you'll need: Strong track record in d ata migration & BI Knowledge of data governance, data quality and lifecycle management Proven leadership and people management experience Background in financial services (ideally wealth/asset management) Nice to have's Experience of Curo, Intelligent Office, Xplan, Plannr … Wealth Dynamix or similar systems for the IFA/Financial Advice Industry would be advantageous Experience of AI/ML (this role will be central to the strategy for this going forward) Interested? Please send your cv for a swift response More ❯

Developer) We have several fantastic 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 Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible … team. In the role you will be in charge of delivering end-to-end solutions within the Avaloq Banking Suite. You will use your insightful knowledge of banking and wealth management processes in tandem with your technical expertise in customization, parameterization and integration. Collaborate with business stakeholders across front office, operations, risk and compliance, to gather analyse and More ❯

with quick decisions A team of technically capable people who don’t need micromanaging Bonus + pension + flexible working What you’ll own and lead: End-to-end management of 2nd-line data platform support — from incidents to root cause prevention Oversight of core platforms: Snowflake, Power BI, Alteryx, Power Platform, and APIs Set and agree support models … processes and lead production readiness across teams Coach a self-sufficient team and drive smarter monitoring and alerting What you’ll bring: Solid grasp of ITIL and modern service management Broad knowledge of IT and data systems (databases, APIs, cloud, networking) Experience in a regulated environment (e.g. finance or healthcare) Confident leadership of small teams — coaching and escalation included … client stands as one of the UK's leading financial services providers with a heritage dating back centuries. This rich history has established them as a trusted name in wealth management, combining traditional values with forward-thinking approaches. Today, my client manages billions in assets for private clients, charities, trustees, and professional partners, delivering personalised investment and wealth More ❯

Want to become a go-to CRM configuration specialist , while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management/IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism. Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant Location Remote … such as Curo Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact. What you'll need: Hands-on experience configuring CRM systems - Ideally in Wealth Management Strong analytical skills to translate business needs into solutions Confident communicator with client-facing experience Any experience of knowledge of Python, SQL or APIs for automation and More ❯

Manager as required. Accurately process purchases, sales, billing, expenses, and banking transactions. Manage debtors, creditors, and credit card accounts, and perform regular bank reconciliations. Support recurring revenue and cost management, including the tracking of stock, licensing, and subscriptions. Prepare and process journals, accruals, and prepayments in a timely and accurate manner. Oversee direct debits and manage electronic payment platforms. … Assist in the preparation of management accounts on a monthly, quarterly, and annual basis. Contribute to the creation of key financial reports, including Profit & Loss, Balance Sheet, Cash Flow, Accounts Receivable, and Accounts Payable. Support the preparation of consolidated group accounts. Provide cost analysis and margin reporting to support financial performance and improvement initiatives. Help develop and enhance robust … AAT qualification or studying toward ACCA/CIMA preferred but not essential. Strong knowledge of accounts payable/receivable, bank reconciliations, invoicing, journals, and accruals/prepayments. Experience supporting management accounts, financial reporting, payroll, and VAT/compliance processes. Understanding of cost accounting, margin analysis, and recurring revenue models (advantageous). Proficient in Xero and Microsoft Excel (including formulas More ❯

Product Owner to join their expanding product team. This role offers the chance to make a real impact — leading the delivery of technology solutions that support financial advisory and wealth management services across the business. What you'll be doing? As Product Owner, you’ll take full ownership of the product lifecycle — from initial concept through to delivery … experience as a Product Owner (ideally within financial services or a regulated industry).- A solid understanding of Agile methodologies and product delivery frameworks.- Excellent communication, organisation, and stakeholder management skills.- Experience in defining requirements, user stories, and acceptance criteria.- The ability to interpret data and translate insights into action.- A proactive, collaborative, and accountable working style. Why join More ❯