26 to 36 of 36 Wealth Management Jobs in the UK excluding London

financial planning and the ability to communicate complex concepts in a clear, engaging way. You'll ideally have: Experience within UK financial planning, wealth management, fintech or financial services. Strong knowledge of cashflow modelling, pensions, investments, ISAs and adviser workflows. A background as a Senior Paraplanner, Financial Adviser … similar technical financial planning role. Excellent presentation, communication and stakeholder management skills. Strong analytical and problem-solving abilities. Experience working across multiple projects in a fast-paced environment. An interest in financial technology and product innovation. Level 4 Diploma in Financial Planning (or working towards) would be advantageous ...

Essential Experience Proven experience in a Bid Manager , Solutions Consultant , Solutions Architect , Presales , or similar role. Experience working within Financial Services , Banking, Insurance, Wealth Management, or related regulated environments. Strong background in managed services, outsourcing, or technology-enabled service delivery. Demonstrable success in managing and winning complex bids … tenders. Excellent stakeholder management and communication skills. Strong commercial awareness and ability to balance customer outcomes with business objectives. Experience interpreting client requirements and translating them into innovative service solutions. Desirable Knowledge of FCA-regulated environments and Financial Services compliance requirements. Experience with digital transformation, cloud services, infrastructure, service ...

Business Operations Overseeing the day-to-day operational running of the business Reconciling business income within the CRM system Assisting with the preparation of management and company accounts Managing monthly payroll Company bank reconciliations P11D administration Managing introducer payments Overseeing the firm's third-party technology platforms and software … Maintaining Appointed Representative compliance Liaising with the FCA and external compliance consultants Managing the firm's Training & Competence Scheme Monitoring adviser file reviews and Management Information (MI) Maintaining CPD records and Chartered status renewals Managing Professional Indemnity Insurance renewals Chairing Investment Committee and Proposition Committee meetings Conducting adviser ...

teams to get them resolved. Previous experience working within financial services is essential for this position. This could include mortgages, lending, banking, wealth management or another regulated financial-services environment. This is a strong opportunity for someone with experience supporting a SaaS platform or bespoke software product … long-term position Desirable experience Experience within mortgages, lending or financial-adviser software Previous QA, software testing or UAT experience Jira or another ticket-management platform AWS or another cloud-hosted software platform Splunk or similar logging and monitoring tools Experience supporting browser-based applications You don't need ...

teams to get them resolved. Previous experience working within financial services is essential for this position. This could include mortgages, lending, banking, wealth management or another regulated financial-services environment. This is a strong opportunity for someone with experience supporting a SaaS platform or bespoke software product … long-term position Desirable experience Experience within mortgages, lending or financial-adviser software Previous QA, software testing or UAT experience Jira or another ticket-management platform AWS or another cloud-hosted software platform Splunk or similar logging and monitoring tools Experience supporting browser-based applications You don't need ...

initial contract Bristol - Hybrid We are seeking an exceptional QA Lead to join a Middle Office Transformation Programme, driving the migration of a core wealth management platform from on-premises infrastructure to a fully cloud-native AWS environment. Key Responsibilities Define … testing approach across functional, integration, system, end-to-end, user acceptance, performance, security and operational testing. Develop the test environment strategy, including provisioning, management and support models, ensuring environments do not become a delivery bottleneck. Lead the approach to end-to-end testing, ensuring data flows correctly across front ...

Cyber Project Manager - Contract - Hybrid Bristol We are helping a major wealth management company hire a Project Manager with Cyber experience. Please note you must have worked within a financial services company to apply for this role. KeyResponsibilities Leadthedeliveryofcybersecurityprojectsacrosstheorganisation. Manageprojectplans,timelines,budgets,risksanddependencies. EngagewithCyberSecurity,Technology,RiskandCompliancestakeholders. Ensureprojectsaredeliveredontimeandmeetregulatoryrequirements. Provideregularupdatestoseniorstakeholdersandgovernanceforums. … SupportthedeliveryofinitiativesincludingIAM,PAM,CloudSecurityandVulnerabilityManagement. Required Experience Proven cyber security Project management experience. Must have financial services experience. Strong track record of delivering complex technology & security projects. Excellent stakeholder management and communication skills. Understanding of cyber security controls, frameworks and best practices. Experience working with Agile, waterfall or hybrid delivery ...

Inside IR35 | £500 - £570 Per Day | Hybrid - Leeds (2 Days Per Week) Senior UX Designer - UX Design/Figma/User Research/Stakeholder Management NEW CONTRACT OPPORTUNITY available for a Senior UX Designer to join a leading organisation on an exciting digital transformation programme. WHAT YOU WILL … commercial experience as a Senior UX Designer Expert knowledge of Figma Experience delivering end-to-end UX design across complex digital products Excellent stakeholder management and communication skills Ability to confidently present and justify design decisions Strong storytelling and design thinking capabilities Experience creating intuitive, user-friendly digital experiences ...

Inside IR35 A top-tier banking firm is looking for a Technical Lead to spearhead the architectural design, integration, and deployment of their core wealth platforms. If you are a seasoned Temenos expert who thrives at the intersection of complex Securities, Corporate Actions , and cutting-edge TAFJ cloud-ready … Kubernetes) to ensure seamless, containerised deployments. Collaborate & Influence: Act as the key technical liaison between business analysts, product owners, and executive stakeholders to translate wealth management requirements into flawless technical execution. Essential Skills Temenos Core: Strong Transact experience, specifically within Private Banking, Securities, and Corporate Actions . Architecture ...

investing, and the trust that 150 years of J.P. Morgan heritage brings. J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to almost 300,000 investors in the UK. We built the business with innovation as a core part of our ethos … distributed systems with high level of complexity. Solid understanding of software engineering principles, design patterns, and best practices. Excellent communication, mentoring, and stakeholder management skills. Understanding the needs of engineering teams with the ability to drive change and influence their technical direction. Passion for driving standardisation, process improvement ...

People are delighted to be partnering with a highly respected independent accountancy and advisory practice with an established reputation across Audit, Tax, Corporate Finance, Wealth Management and Business Advisory services. Following continued growth and investment, we are seeking an ambitious and commercially driven Business Development Manager to work ...