9 Wealth Management Jobs in the South West

and 3pm Monday to Friday. Other contractual hours can be worked between 7am and 7pm. Working as part of the team at Bryant Associates Wealth Management Ltd who are a Senior Partner Practice of St. Jamess Place Plc. An excellent opportunity has arisen for a professional and experienced … locations, writing reports in respect of the business generated by the Financial Advisers within the Practice and managing cases through to completion. Bryant Associates Wealth Management is well established and highly successful, operating since 1995. The Role: Senior Technical Administrator As a Technical Administrator your role will include … and happy working with little or no supervision Ideally, you will SJP system experience, or have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified 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 »

Our client is a globally renowned FinTech firm that provides full spectrum solutions to the institutional wealth management industry. They are continuing to enjoy record profits. Consequently, they continue expanding their relatively new Blockchain tech team to leverage the potential of distributed ledger technology (DLT) to enhance their … functionality on Blockchain or DLT based solutions and helping to create the new global tokenised asset-based financial services infrastructure. This will include the management of traditional assets and integration of business data flows into blockchain-based solutions. THE ROLE: Blockchain Developer Hyperledger Fabric Develop real-time transaction processing more »

Looking for a new Frontend Engineering position? This wealth management company are looking for a Frontend Developer to join their development team in Clifton, Bristol . This business looking to double the development team this year, cracking time to join and accelerate yourself from Midlevel engineer to Senior more »

Award winning Wealth Management client is seeking an experienced and collaborative Risk Analyst to join our welcoming team. This full-time Risk Analyst hybrid role is based 2 days in Bath and offers a favourable salary of up to 50K and benefits (bonus, 34 days holiday, 7% pension … your first few weeks in this Risk Analyst role, you can expect to: Support the Risk Manager to ensure our client's Enterprise Risk Management Framework is operating across the company Analyse risks as well as identify, describe, and estimate the risks affecting the business Oversight and management … solutions to difficult business issues To apply for this Risk Analyst role, your soft skills, expertise and experience should include: Operational risk experience Stakeholder management and good communication skills Detailed and results-oriented Awareness and understanding of the Data Protection Act Good understanding of Consumer Duty regulations. Desirable: IRM 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, and highly regarded, FTSE 100 UK 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 £168.2bn. This more »

announce an exciting opportunity to join a renowned player in the Financial Services industry, as Head of Division - Research & Development! My client, a prominent wealth management firm, is seeking a seasoned Actuary with strong commercial acumen to spearhead their Research & Development division as the Head of R&D. more »