14 of 14 Wealth Management Jobs in the South East

Analytics, this role will support with the development and progression of business intelligence and insight capability. Sitting within the Data & Analytics team, this role will directly support the Private Wealth brands through building dashboards, insight tools and supporting key stakeholders, including the Private Wealth business heads, with data-driven decision making. The role would suit an experienced and … their understanding of data, working closely with business leaders to generate meaningful insight. Responsibilities Act as the subject matter expert (SME) for data analytics and visualisation to their Private Wealth brands (Partners Wealth Management, Amicus Wealth, Johnston Carmichael Wealth and their Private Client). Work closely with senior leadership, key stakeholders & data champions to draw … tools: PySpark Microsoft Fabric or Databricks Power BI Git CI/CD pipelines (Azure DevOps experience preferred) An understanding of the structure and purpose of the Financial Advice and Wealth Management markets within the UK Financial Services sector is highly advantageous. Knowledge of the Agile methodology would be beneficial. Skills/Other Relevant Information Excellent numerical skills are More ❯

Application Support Manager - Asset Management - London/Hybrid (Key skills: Application Support, Service Delivery, ITIL, Salesforce, Figaro, Invu, Snowflake, Power BI, Incident Management, Problem Management, Change Management, Application Lifecycle, Team Leadership, SLA Management, Vendor Management, Stakeholder Engagement, Continuous Improvement, Risk & Compliance, Investment Banking) Are you an experienced leader in application support, skilled in managing … the following technologies is needed: Figaro, Invu, Salesforce, Power BI, Snowflake. Training will also be provided for any technologies you do not have experience with. Alongside incident and problem management, you'll manage the full application lifecycle, drive continuous improvements, monitor KPIs, and ensure adherence to ITIL processes. You'll engage regularly with business, technology, and vendor stakeholders, translating … technical issues into clear business language and aligning priorities. You should have significant experience leading application support teams in financial services, ideally asset management/wealth management, with strong technical knowledge of enterprise applications, databases, and integration technologies. Proven ITIL expertise, major incident management, and exceptional stakeholder communication skills are essential. This is a rare opportunity 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 ❯

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

PlannerPal is an AI-powered platform transforming how financial advice and wealth management are delivered. We help advisers and their teams save time, reduce admin, and deliver better client outcomes by automating meeting notes, documentation, and CRM updates. Trusted by hundreds of advisory firms, PlannerPal is reshaping the advice industry – improving efficiency, compliance, and data quality across the … client journey. The company recently signed enterprise contracts with both a top-10 and a top-5 UK wealth management firm, further establishing its position as a key technology partner in the sector. Recognised by the Financial Times Adviser as one of the Top 3 AI tools for financial advisers and a 5 Star Service Award, PlannerPal is … at a defining stage in our growth. Tasks Solution design & architecture Own the end-to-end solution design for core adviser journeys – including user authentication, meeting recording and transcription, management of user preferences, and integrations with 3rd party tools used by advice firms (e.g. CRM systems, Microsoft Office, corporate SSO providers). Translate product requirements and partner/customer More ❯

known for providing elegant solutions to complex business challenges, backed by deep technical and operational expertise. They provide managed investment administration platforms for financial institutions, integrating investor and portfolio management with compliance and reporting. Job Type: Full Time Workplace: Remote Working Hours: Monday to Friday, 09:0016:00 SAST) Role Overview Our client is seeking experienced mid-to-senior … expertise in infrastructure engineering, automation tooling, systems design, and operational resilience. Their environment offers opportunities to work on everything from CI/CD pipelines and container orchestration to configuration management, infrastructure as code, and observability tooling. While you may bring experience in specific tools or platforms, you will be expected to contribute broadly across our infrastructure landscape. Our client … s core product is a comprehensive administration platform delivered as software-as-a-service to leading South African investment and wealth management firms. Their mission is to provide a platform that leads the market in accuracy, resilience, and functionality. As a cloud-hosted solution, their stack includes modern tooling across CI/CD, containerization, monitoring, and cloud infrastructure. More ❯

million clients and managing £130+ billion in assets. This is your opportunity to shape technology that will redefine how people invest and achieve financial freedom. All development within Core Wealth Services is greenfield. That means a clean slate - the chance to design, architect and build from the ground up using modern technologies and best practices. No legacy constraints. Just … the freedom to architect scalable, robust, and future-proof solutions. Core Wealth Services forms the backbone of our investment platform, managing the essential business logic and processes that power wealth management operations. This domain handles critical financial workflows and regulatory compliance, ensuring secure and seamless experiences for millions of users. Our purpose is clear: to give people More ❯

business stakeholders. Familiarity with regulated environments and governance processes. This role offers the chance to grow your expertise and make a meaningful impact within a forward-thinking, digitally evolving wealth management organisation. For a full consultation on this pivotal role, send your CV to ARC IT Recruitment. More ❯

we are looking for a Group Chief Operating Officer (COO) (m/f) 100% Primary location: London (preferred) or Cyprus (relocation options available) Reports to: Group CEO Division: Asset & Wealth Management About the Role: This is not a traditional COO role. It is the driving force of transformation: blending operational excellence with digital innovation to build the "operations … ensure adoption of emerging technologies. Governance, Compliance & Risk Oversee implementation of Group-wide policies, frameworks, and operational controls. Ensure regulatory compliance across UK, Cyprus, Switzerland, and UAE. Lead risk management, vendor oversight, and business continuity planning (BCP). Leadership & Cultural Transformation Champion a culture of innovation, agility, and performance. Lead digital change programs and new operating models. Develop key … accountability across functions. Foster collaboration between Compliance, Risk, Legal, Technology, Product, and Finance teams. Requirements Your profile: 15+ years of leadership experience in financial services operations, ideally within Asset & Wealth Management. Proven success in digital transformation, automation, and process optimization. Expertise managing multi-jurisdictional operations under complex regulatory frameworks. Strong command of operational risk, compliance, and governance. Proficiency in More ❯

buses from Horsham Station straight to our campus. Description We re seeking a hands-on Security Architect to lead the design and assurance of security across our Financial Advice & Wealth Management SaaS platform. This is a pivotal role where you ll own the security architecture across cloud infrastructure and networking, drive secure-by-design application architectures, and ensure … us meet the expectations of our customers, clients, and regulators What you'll do Design and maintain secure cloud environments, including network segmentation, WAFs, DDoS protection, secret and certificate management, and encryption. Embed secure SDLC practices such as SAST/DAST, dependency scanning, secure coding standards, threat modelling, and API security. Architect identity-centric controls across cloud infrastructure and … security standards and frameworks with business and technology strategy. Monitor and communicate emerging security trends. Identify and address security design gaps in application and infrastructure architectures. Assist with vulnerability management, testing, risk analysis, and reporting. Clearly communicate security concepts and strategies to stakeholders. The knowledge, experience and qualifications you need Strong expertise in cloud security, preferably within Azure. Experience More ❯

buses from Horsham Station straight to our campus. Description We’re seeking a hands-on Security Architect to lead the design and assurance of security across our Financial Advice & Wealth Management SaaS platform. This is a pivotal role where you’ll own the security architecture across cloud infrastructure and networking, drive secure-by-design application architectures, and ensure … us meet the expectations of our customers, clients, and regulators What you'll do Design and maintain secure cloud environments, including network segmentation, WAFs, DDoS protection, secret and certificate management, and encryption. Embed secure SDLC practices such as SAST/DAST, dependency scanning, secure coding standards, threat modelling, and API security. Architect identity-centric controls across cloud infrastructure and … security standards and frameworks with business and technology strategy. Monitor and communicate emerging security trends. Identify and address security design gaps in application and infrastructure architectures. Assist with vulnerability management, testing, risk analysis, and reporting. Clearly communicate security concepts and strategies to stakeholders. The knowledge, experience and qualifications you need Strong expertise in cloud security, preferably within Azure. Experience More ❯

A prestigious private Wealth Management firm is looking to recruit a Service Desk Analyst to provide VIP and white-glove support to senior stakeholders and high-net-worth users. The Role: As a Service Desk Analyst, you will be the first point of contact for all IT-related queries. You'll play a key role in ensuring issues … in a timely and professional manner. Troubleshoot issues with hardware, software, mobile devices, printers, and network access Provide support for Microsoft 365 and Windows 11 Assist with user account management (Active Directory/365) Maintain a high level of customer service and confidentiality at all times Requirements: Prior experience in a law firm or professional services environment is highly More ❯

An Investment/wealth Manager wish to recruit within the platform services team, the role offers the opportunity to work closely with the Head of Platform Services in the delivery of strategic projects and daily tasks. Overview Platform Administration, execution and implementation/rebalancing of the MPS Model Portfolios Internal system(s) updates post-rebalancing of model portfolios on … Execution of investment instructions from IFAs on platforms that are not fully automated New IFA platform set ups/permissions Assisting the Head of Platform Services with the relationship management of multiple platforms Production and oversight of various weekly/monthly Fee Rate(s) reports from multiple platforms to ensure advisor fee(s) accuracy Management of the Freshdesk … Workflow Inbox for the Platform Services Team Experience Required Experience within a similar role 2-3 years IFA support experience in wealth management in an administration/operational capacity preferred; Familiar with desktop delivered technology More ❯