4 of 4 Wealth Management Jobs in the South West

functional collaboration, and inclusive team growth. About You Significant experience in senior technology leadership roles within large-scale, regulated environments - ideally in Retail Banking and/or Asset and Wealth Management; covering Deposits, Card/SWIFT Payments, Pay By Bank, Faster Payment Service (FPS). Track record of managing and scaling high-performing software engineering teams (25+), balancing … and experience of modern DevOps tools and practices. Exposure to Figma and Vercel is a great plus. Experience leading engineering efforts across legacy and modern technology stacks. Excellent stakeholder management skills, with the ability to influence and align cross-functional teams. Strong technical degree from a reputable university is highly desirable. Tech Stack Java/Springboot/Gradle/ More ❯

the design and development of R&C systems, ensuring advanced technology and automation enhance efficiency, insight, and user experience. Develop and oversee automated reporting (e.g. RCSA, KRIs) for senior management and governance forums. Drive improvements in risk data quality, insights, and visualisation capabilities. Contribute to the design and oversight of risk data platforms, working collaboratively with cross-functional teams. … stakeholders, you'll combine technical expertise with clear communication to drive meaningful impact through systems and data.Skills/Experience: Skills/Experience:Essential Proven experience in developing systems, data management, and reporting in a risk and compliance context. Strong knowledge of non-financial risk management, ideally within wealth management, asset management, banking or similar financial More ❯

level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on … for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any More ❯

Client Delivery Manager Hybrid working, based from our Bristol office blended with home working We are Succession Wealth, from "start-up" in 2009, now one of the leading independent financial planning and wealth management businesses in the UK. We have over 800 employees and 200 Wealth Planners providing wealth management and financial planning services … our network of offices. We have a fantastic opportunity for a Client Delivery Manager to lead a team in delivering an efficient and professional administrative support service to our Wealth Planners. As a Client Delivery Team Manager, you will lead your team to support our Wealth Planners with all administrative aspects of client delivery, aiming for excellent client … to drive team success. To be successful in this role, you will need: At least 3 years' experience in a fast-paced Financial Services Administration role. Supervisory or team management experience is highly desirable but not essential. Resilience and ability to work under pressure and meet tight deadlines. High professional ethics and integrity. Ability to engage your team and More ❯