1 to 25 of 79 Wealth Management Jobs in the UK excluding London

Sales Lead SaaS FinTech/Wealth Management/Banking £80,000-£100,000 - £200k OTE London - Twice a week in the office I’m currently working with a well-established London FinTech wealth-management SaaS business, who are looking for a Sales Lead to join their growing team in London! The business develops a variety of … office in London but have a further 4 worldwide. Work with some of the largest FinTech companies globally. Host a variety of SaaS products aimed at large-scale FinTech & Wealth Management companies. Recently launched smaller scale products to cover the entire market which has proven hugely successful. Award winning business and part of a wider wealth-management More ❯

Sales Lead SaaS FinTech/Wealth Management/Banking £80,000-£100,000 - £200k OTE London - Twice a week in the office I’m currently working with a well-established London FinTech wealth-management SaaS business, who are looking for a Sales Lead to join their growing team in London! The business develops a variety of … office in London but have a further 4 worldwide. Work with some of the largest FinTech companies globally. Host a variety of SaaS products aimed at large-scale FinTech & Wealth Management companies. Recently launched smaller scale products to cover the entire market which has proven hugely successful. Award winning business and part of a wider wealth-management More ❯

Sales Executive SME/Large Enterprise SaaS London (Hybrid) £90K base x 2 OTE uncapped This is a fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. After strong traction with mid-market customers, the business is now building out its enterprise function, targeting national networks and large advisory … experienced with self-gen leads – there’s an increasingly powerful marketing effort but no SDR function, yet. What you’ll do Build and close new business with top-tier wealth management firms Manage the full sales cycle from prospecting to close. Tailor complex value propositions to multi-stakeholder buyers. Collaborate with marketing, product, and leadership on go-to … market strategy. Maintain accurate forecasting and pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and More ❯

Sales Executive SME/Large Enterprise SaaS London (Hybrid) £90K base x 2 OTE uncapped This is a fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. After strong traction with mid-market customers, the business is now building out its enterprise function, targeting national networks and large advisory … experienced with self-gen leads – there’s an increasingly powerful marketing effort but no SDR function, yet. What you’ll do Build and close new business with top-tier wealth management firms Manage the full sales cycle from prospecting to close. Tailor complex value propositions to multi-stakeholder buyers. Collaborate with marketing, product, and leadership on go-to … market strategy. Maintain accurate forecasting and pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and More ❯

Sales Executive SME/Large Enterprise SaaS London (Hybrid) £90K base x 2 OTE uncapped This is a fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. After strong traction with mid-market customers, the business is now building out its enterprise function, targeting national networks and large advisory … experienced with self-gen leads – there’s an increasingly powerful marketing effort but no SDR function, yet. What you’ll do Build and close new business with top-tier wealth management firms Manage the full sales cycle from prospecting to close. Tailor complex value propositions to multi-stakeholder buyers. Collaborate with marketing, product, and leadership on go-to … market strategy. Maintain accurate forecasting and pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and More ❯

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 ❯

delivering the firm's data strategy. You'll design and implement a scalable, Group-wide data platform - creating a single source of truth across multiple business divisions, including Investment Management, Wealth Planning, Operations and Finance.This role offers exceptional visibility and autonomy, ideal for someone who enjoys both hands-on technical work and strategic influence. Key Responsibilities Lead a … technical expertise in SQL , Power BI (or similar tools), and data warehousing. Proven experience in building or implementing a data warehouse solution. Solid understanding of data challenges within the Wealth Management or Financial Services sector. Excellent communication and stakeholder management skills. Strategic thinker with a hands-on approach to delivery. Keywords & Beneficial Experience: Data Manager, Data Warehousing … SQL, Power BI, Wealth Management, Financial Services Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program More ❯

Job Title: Business Intelligence (BI) Developer Location: London, (2/3 days a week onsite in Marylebone) Salary: £55,000 - £60,000 with benefits Industry: Wealth Management About the Company Our client is a boutique wealth management firm based in the heart of London, managing over $4 billion in investment funds. With a close-knit team … the subject matter expert for all things data and BI within the firm Skills & Experience Proven experience as a BI Developer or Data Engineer in a financial services or wealth management environment Strong proficiency in Power BI, DAX, and data visualization best practices Advanced SQL skills and experience with relational databases Hands-on experience with Azure (e.g., Azure 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 … environment empowers our colleagues to reach their full potential. Job description: This is an excellent opportunity for an ambitious Product Manager with a broad knowledge of Private Banking and Wealth Management to join us. You will support clients by understanding their goals, and by applying your market expertise in tandem with your awareness of what technology can offer. More ❯

WHO WE ARE Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our … you have the guts to change everything, this is the place for you. AFS has received a number of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards 2021 Most Innovative Companies - presented by Fast Company 2021 Best API & Best Trading Technology - presented by Global Fintech Awards ABOUT THIS … is right for you, we encourage you to apply! Our people make all the difference in our success. At Apex Fintech Solutions, we're transforming the future of digital wealth management by seamlessly connecting financial platforms and simplifying access to financial markets for millions. Client Developer Experience Mission: Provide frictionless tools, documentation, and support to client developers so 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 ❯

Business Development & Partnerships Manager – Re.LoA Location: UK (remote with frequent travel) Reports to: CEO/Commercial Director Industry Focus: Financial Advisory, Wealth Management, Pension Transfers About the Role We are looking for a driven and well-connected Business Development & Partnerships Manager to spearhead our growth in the UK financial advisory and wealth management vertical. This person … in the adviser tech and RegTech space. Contribute to case studies, webinars, and whitepapers in collaboration with marketing. Key Skills & Experience Strong network in the UK financial advisory/wealth management industry (essential). Proven track record in business development, partnerships, or sales within financial services, fintech, or adviser networks. Experience running or representing companies at industry events More ❯

Business Development & Partnerships Manager – Re.LoA Location: UK (remote with frequent travel) Reports to: CEO/Commercial Director Industry Focus: Financial Advisory, Wealth Management, Pension Transfers About the Role We are looking for a driven and well-connected Business Development & Partnerships Manager to spearhead our growth in the UK financial advisory and wealth management vertical. This person … in the adviser tech and RegTech space. Contribute to case studies, webinars, and whitepapers in collaboration with marketing. Key Skills & Experience Strong network in the UK financial advisory/wealth management industry (essential). Proven track record in business development, partnerships, or sales within financial services, fintech, or adviser networks. Experience running or representing companies at industry events More ❯

Business Development & Partnerships Manager – Re.LoA Location: UK (remote with frequent travel) Reports to: CEO/Commercial Director Industry Focus: Financial Advisory, Wealth Management, Pension Transfers About the Role We are looking for a driven and well-connected Business Development & Partnerships Manager to spearhead our growth in the UK financial advisory and wealth management vertical. This person … in the adviser tech and RegTech space. Contribute to case studies, webinars, and whitepapers in collaboration with marketing. Key Skills & Experience Strong network in the UK financial advisory/wealth management industry (essential). Proven track record in business development, partnerships, or sales within financial services, fintech, or adviser networks. Experience running or representing companies at industry events 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 ❯

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 ❯

Business Sales Executive SME/Large Enterprise SaaS City, London (Hybrid) Circa £90K base x 2 OTE uncapped This is fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. Think lead-gen for wealth managers and the demand is huge! After exceptional traction with small and mid-market … brand recognition – your role is the full cycle from outreach to contract negotiation to close. What you’ll do Build and close new business with a wide range of wealth and asset management firms. Manage the full sales cycle from prospecting to close. Collaborate with marketing, product, and leadership on go-to-market strategy. Maintain accurate forecasting and … pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and larger deal cycles. Excellent communication skills More ❯

Business Sales Executive SME/Large Enterprise SaaS City, London (Hybrid) Circa £90K base x 2 OTE uncapped This is fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. Think lead-gen for wealth managers and the demand is huge! After exceptional traction with small and mid-market … brand recognition – your role is the full cycle from outreach to contract negotiation to close. What you’ll do Build and close new business with a wide range of wealth and asset management firms. Manage the full sales cycle from prospecting to close. Collaborate with marketing, product, and leadership on go-to-market strategy. Maintain accurate forecasting and … pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and larger deal cycles. Excellent communication skills More ❯

Business Sales Executive SME/Large Enterprise SaaS City, London (Hybrid) Circa £90K base x 2 OTE uncapped This is fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. Think lead-gen for wealth managers and the demand is huge! After exceptional traction with small and mid-market … brand recognition – your role is the full cycle from outreach to contract negotiation to close. What you’ll do Build and close new business with a wide range of wealth and asset management firms. Manage the full sales cycle from prospecting to close. Collaborate with marketing, product, and leadership on go-to-market strategy. Maintain accurate forecasting and … pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and larger deal cycles. Excellent communication skills More ❯

with technology and operations teams to mitigate risks and ensure compliance with data, regulatory, and operational standards. The ideal candidate will bring strong analytical skills, a solid understanding of wealth management or corporate banking environments, and hands-on experience working across data migration, client lifecycle management, and systems decommissioning. Key Responsibilities: Conduct detailed analysis of client disablement … specifications. Participate in UAT and post-implementation validation activities to ensure accuracy of disablement logic and outcomes. Skills & Experience Required: Essential: Proven experience as a Technical Business Analyst within Wealth Management, Private Banking, or Corporate Banking domains. Strong understanding of client data structures, lifecycle events, and onboarding/offboarding processes. Demonstrated experience with data migration, data lineage, and … data and system dependencies. Experience writing technical and functional documentation and conducting stakeholder workshops. Familiarity with SQL/data querying to support analysis and validation. Excellent communication and stakeholder management skills across business and IT teams. Desirable: Experience with core banking or client management platforms (e.g., Avaloq, Temenos, Murex, Salesforce, etc.). Understanding of regulatory requirements such as More ❯

Principal Architect – Front Office & Investment Platform Strategy Global Investment & Wealth Platform Transformation | London Up to £135,000 + Bonus & Full Benefits | Hybrid This is a strategic, front-office-aligned architecture role shaping the evolution of a multi-billion-dollar investment management platform. You’ll operate at the intersection of technology, data, and business value—driving change across portfolio … management, trading, risk, compliance, and client operations. The remit demands a commercially astute technologist who can influence senior stakeholders, challenge legacy thinking, and drive measurable outcomes through enterprise architecture and platform modernisation. The Role Lead architecture and design for an enterprise-scale front-to-back investment management platform, ensuring seamless integration across trading, risk, performance, and operations. Oversee … digital investment operations. Engage senior business sponsors and C-suite stakeholders , translating complex architecture into business outcomes and total-cost-of-ownership advantages. Champion data-driven decisioning across investment management, using benchmarking and insights to accelerate adoption. Drive SaaS and cloud transformation , shaping roadmaps that unlock economies of scale and enable future AI/ML-driven capabilities. Mentor cross More ❯

Principal Architect – Front Office & Investment Platform Strategy Global Investment & Wealth Platform Transformation | London Up to £135,000 + Bonus & Full Benefits | Hybrid This is a strategic, front-office-aligned architecture role shaping the evolution of a multi-billion-dollar investment management platform. You’ll operate at the intersection of technology, data, and business value—driving change across portfolio … management, trading, risk, compliance, and client operations. The remit demands a commercially astute technologist who can influence senior stakeholders, challenge legacy thinking, and drive measurable outcomes through enterprise architecture and platform modernisation. The Role Lead architecture and design for an enterprise-scale front-to-back investment management platform, ensuring seamless integration across trading, risk, performance, and operations. Oversee … digital investment operations. Engage senior business sponsors and C-suite stakeholders , translating complex architecture into business outcomes and total-cost-of-ownership advantages. Champion data-driven decisioning across investment management, using benchmarking and insights to accelerate adoption. Drive SaaS and cloud transformation , shaping roadmaps that unlock economies of scale and enable future AI/ML-driven capabilities. Mentor cross More ❯

Principal Architect – Front Office & Investment Platform Strategy Global Investment & Wealth Platform Transformation | London Up to £135,000 + Bonus & Full Benefits | Hybrid This is a strategic, front-office-aligned architecture role shaping the evolution of a multi-billion-dollar investment management platform. You’ll operate at the intersection of technology, data, and business value—driving change across portfolio … management, trading, risk, compliance, and client operations. The remit demands a commercially astute technologist who can influence senior stakeholders, challenge legacy thinking, and drive measurable outcomes through enterprise architecture and platform modernisation. The Role Lead architecture and design for an enterprise-scale front-to-back investment management platform, ensuring seamless integration across trading, risk, performance, and operations. Oversee … digital investment operations. Engage senior business sponsors and C-suite stakeholders , translating complex architecture into business outcomes and total-cost-of-ownership advantages. Champion data-driven decisioning across investment management, using benchmarking and insights to accelerate adoption. Drive SaaS and cloud transformation , shaping roadmaps that unlock economies of scale and enable future AI/ML-driven capabilities. Mentor cross 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, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework 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 ❯