51 to 67 of 67 Wealth Management Jobs in the UK

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 ...

currently supporting a FTSE250 Wealth Management business who are continuing to invest heavily into their wider Technology, AI & Automation capability and are now looking to hire an Senior Developer (Integrations) into a newly evolving engineering environment. This role sits within a small, hands-on team where the focus ...

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 ...

office with my client being able to pay up to £590 per day inside IR35. Must haves for the roles: * Strong knowledge of risk management practices, control assessment and other Operational Risk framework elements. * Exceptional technical skills in documenting controls, control objectives, and integrating controls into the broader Operational … Risk framework. * Demonstrable experience in conducting complex control assessments. * Demonstrable experience in working with and implementing AI technologies. * Comfortable engaging with senior management, and clearly communicating points of view. Responsibilities include: * Contribute to strengthening the Wealth Management Europe control environment within a team under a shared services ...

improve campaign performance and customer outcomes. Experience developing and executing CRM plans from concept through to delivery. Previous experience working within Financial Services , Wealth Management, Investments, Pensions or another regulated environment. Experience engaging premium, affluent or high-net-worth (HNW) customer segments would be highly desirable. Excellent stakeholder … management and communication skills. Ability to translate commercial objectives into effective CRM activity and measurable outcomes. Why Apply? Opportunity to lead the optimisation of a recently implemented Braze platform. Play a pivotal role in launching a new customer proposition and engagement programme. Work with improving data capabilities and sophisticated ...

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 ...

Forethought, Decagon, or Zapier). Familiarity with CRM or data systems (Salesforce, HubSpot, Snowflake, Looker, Power BI, Tableau). Exposure to incident management programs (PagerDuty, StatusPage, Incident.io). Basic understanding of APIs, logs, or product usage analytics in a SaaS context. About Us Every business needs to know … manual research into trusted insights, delivered in minutes. Our momentum so far Customers in a diverse range of industries, with particular growth in wealth management, financial services and supply chain onboarding. Demand accelerating beyond our UK headquarters, across multiple continents with new customers in the Middle East, Asia ...

manual research into trusted insights, delivered in minutes. Our momentum so far Customers in a diverse range of industries, with particular growth in wealth management, financial services and supply chain onboarding. Demand accelerating beyond our UK headquarters, across multiple continents with new customers in the Middle East, Asia ...

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 ...

supporting an award-winning, high-growth wealth management platform helping over 1.5 million customers save, invest, buy their first home and plan for retirement. The business is mission-driven, focused on enabling greater financial freedom, with a highly collaborative and embedded legal function. The client is looking … leading firm Solid commercial contracts experience, particularly within technology (e.g. SaaS, software, reseller agreements) Commercially pragmatic with strong organisational skills Excellent communication and stakeholder management abilities Ability to manage multiple priorities in a fast-paced environment Financial services or regulated sector experience desirable but not essential ...

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 ...

Data Administrator £18.57ph-Temp Bank Station Financial Services 9am-5pm-Monday to Friday Hybrid A leading Wealth Management firm requires a data administrator to support to their small Training & Development team on temp basis to start ASAP. The role Monitor the Training & Development shared inbox Uploading qualifications … excel on qualification status Managing spreadsheets, filtering data and identifying gaps or duplicates The ideal candidate: Previous experience with high-volume data entry, document management or system maintenance essential Experience working within financial services desirable not essential Excellent attention to detail and methodical approach Intermediate with Excel ...