1 to 25 of 64 Wealth Management Jobs in the UK

Job Title: IT Project Manager - Wealth Management (Technical & Business Change) Location: Sheffield (Hybrid - 2 to 3 days onsite per week) Contract Type: Permanent (Open to Contract) Salary: Flexible, dependent on experience Overview: We are seeking a skilled IT Project Manager with a strong background in wealth management to lead and deliver complex technology initiatives. This role … including plans, budgets, risks, and reports. Collaborate with third-party vendors and internal teams to ensure successful delivery. Required Experience: 5+ years' experience as an IT Project Manager within wealth management . Proven track record of delivering technical projects (e.g., infrastructure, software development, platform migrations). Experience driving business change initiatives alongside technical delivery. Strong understanding of wealth management platforms, client lifecycle, and regulatory context. Familiarity with Agile, Waterfall, or hybrid methodologies. Excellent communication and stakeholder management skills. Desirable Skills: Certifications such as PMP, PRINCE2, Agile PM, or Scrum Master . Experience with CRM, portfolio management, or client onboarding systems. Knowledge of regulations such as MiFID II, GDPR, and FCA guidelines. More ❯

a growing team developing capability across Data Migration, BI and AI/ML This is your chance to join a rapidly growing consultancy operating at the cutting edge of Wealth Management Technology — helping financial services firms modernise their data and harness the power of AI. Location: Fully remote – flexible start/finish Salary: £90–100K + Bonus + … over data strategy and innovation direction at leadership level. What you’ll bring Proven experience in data migration and BI delivery Knowledge of data governance , data quality , and lifecycle management Strong leadership and people management skills Background in financial services (ideally wealth management) Nice to have Familiarity with Curo, Intelligent Office, Xplan, Plannr, or Wealth More ❯

Data and AI Team Manager - Wealth Management Remote, UK Looking for a role where you can work remotely, gain equity, and lead a growing team developing capability across Data Migration, BI and AI/ML? This is your chance to join a rapidly growing consultancy operating at the cutting edge of Wealth Management Technology — helping financial … over data strategy and innovation direction at leadership level. What you’ll bring Proven experience in data migration and BI delivery Knowledge of data governance, data quality, and lifecycle management Strong leadership and people management skills Background in financial services (ideally wealth management) Nice to have Familiarity with Curo, Intelligent Office, Xplan, Plannr, or Wealth More ❯

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 ❯

Inside IR35, Business Analyst, Business Design Analyst, Wealth Management - Essential, Financial Services, London, North West, TOM, Target Operating Model My leading client has an immediate requirement for a Business Analyst/Business Design Analyst you must have a strong Wealth Management background to be able to hit the ground running and be proactive and detail-oriented … drive business value. You'll be involved throughout the full change lifecycle from requirement gathering and solution design to testing and quality assurance. Key Responsibilities Business Design & Client Documentation Management Lead the full impact assessment of the complete suite of client documents. Manage the drafting, reviewing, and sign-off process for new client documentation. Oversee the preparation and approval … clear, concise requirements. Conduct workshops, interviews, and surveys to analyse and confirm requirements. Documentation Produce detailed business requirements, use cases, process flows, data models, and other supporting artefacts. Stakeholder Management Act as a liaison between business areas, IT teams, and third-party vendors. Communicate effectively across all levels of the organisation to ensure clarity and alignment. Technical Design Design More ❯

transformation projects and gain equity in a fast-growing consultancy Join a rapidly expanding start-up delivering cutting-edge CRM and digital transformation programmes for leading firms in the Wealth Management and IFA sector. As a Senior Project Manager , you’ll lead flagship programmes, work directly with senior stakeholders, and influence how the business scales its delivery model. … Health Plan + EMI Equity + 5% Pension + 25 Days Holiday What you’ll bring Proven experience delivering CRM or tech-enabled transformation projects Background in consulting or wealth management change (Big 4, boutique, vendor, or in-house FS change programmes) Expertise managing functional change and data migration workstreams Strong stakeholder engagement and vendor management skills … with flexible hours Equity (EMI scheme) and bonus potential A collaborative, forward-thinking team in a high-growth environment The opportunity to influence delivery strategy and shape how modern wealth firms transform A great opportunity for someone who wants to combine hands-on delivery with strategic impact , while working in one of the most exciting growth areas in financial 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 ❯

Snr Project Manager - Consultant - Remote Wealth Management Looking for a remote-first leadership role where you can shape transformation projects and gain equity in a fast-growing consultancy? Join a rapidly expanding start-up delivering cutting-edge CRM and digital transformation programmes for leading firms in the Wealth Management and IFA sector. As a Senior Project … Health Plan + EMI Equity + 5% Pension + 25 Days Holiday What you’ll bring Proven experience delivering CRM or tech-enabled transformation projects Background in consulting or wealth management change (Big 4, boutique, vendor, or in-house FS change programmes) Expertise managing functional change and data migration workstreams Strong stakeholder engagement and vendor management skills … with flexible hours Equity (EMI scheme) and bonus potential A collaborative, forward-thinking team in a high-growth environment The opportunity to influence delivery strategy and shape how modern wealth firms transform A great opportunity for someone who wants to combine hands-on delivery with strategic impact , while working in one of the most exciting growth areas in financial More ❯

Business Analyst - Wealth Management £300-£400 per day (Outside IR35) Initial 3-4 Months contract Birmingham (Hybrid) REED Technology are working with a client with an exciting opportunity for a Business Analysts to support the integration of a new investment platform being implemented within a UK Wealth Management environment. You will work across business and operational … teams to map current processes, define future state workflows and ensure smooth integration with CRM and client servicing systems. Key Responsibilities Gather and document business and functional requirements across Wealth, Operations and Client Servicing teams. Map as-is and to-be processes, identifying impacts and required changes. Support workflow and data integration between the new platform and Iress Xplan … CRM. Work with technology, operations and vendor partners to validate requirements and support solution design. Contribute to testing, training and business readiness activities. Skills & Experience Required Wealth Management experience is essential , including adviser workflows, operations or investment administration. Proven experience in CRM or platform integration/implementation projects. Strong process mapping (BPMN or equivalent) and requirements documentation capability. More ❯

Business Analyst – Wealth Management £350–£450 per day (Outside IR35) Initial 3-4 Months contract Birmingham (Hybrid) REED Technology are working with a client with an exciting opportunity for a Business Analysts to support the integration of a new investment platform being implemented within a UK Wealth Management environment. You will work across business and operational … teams to map current processes, define future state workflows and ensure smooth integration with CRM and client servicing systems. Key Responsibilities Gather and document business and functional requirements across Wealth, Operations and Client Servicing teams. Map as-is and to-be processes, identifying impacts and required changes. Support workflow and data integration between the new platform and Iress Xplan … CRM. Work with technology, operations and vendor partners to validate requirements and support solution design. Contribute to testing, training and business readiness activities. Skills & Experience Required Wealth Management experience is essential , including adviser workflows, operations or investment administration. Proven experience in CRM or platform integration/implementation projects. Strong process mapping (BPMN or equivalent) and requirements documentation capability. More ❯

Change Manager – Wealth Management £350–£450 per day (Outside IR35) Initial 3-4 month contract Birmingham REED Technology are working with a client who require an experienced Change/Delivery Manager to support the integration of a new investment platform into a Wealth Management business. This is a key role within a live programme of work … operational teams. Ensure operating models, workflows, controls and training materials are aligned to the new platform capability. Identify and manage risks, issues and dependencies impacting delivery. Skills & Experience Required Wealth Management experience is essential – ideally within discretionary or adviser-led environments. Proven background delivering platform or system integration programmes within financial services. Experience of business readiness, cutover planning … process change and stakeholder management . Strong vendor and partner coordination experience — ideally with Pershing or Nexus . Ability to hit the ground running in a fast-moving programme environment. Desirable Experience of CRM and investment platform integration, ideally including Iress Xplan . For your application to be considered, you must have full rights to work in the UK More ❯

Change Manager - Wealth Management £350-£450 per day (Outside IR35) Initial 3-4 month contract Birmingham (Hybrid) REED Technology are working with a client who require an experienced Change/Delivery Manager to support the integration of a new investment platform into a Wealth Management business. This is a key role within a live programme of … operational teams. Ensure operating models, workflows, controls and training materials are aligned to the new platform capability. Identify and manage risks, issues and dependencies impacting delivery. Skills & Experience Required Wealth Management experience is essential - ideally within discretionary or adviser-led environments. Proven background delivering platform or system integration programmes within financial services. Experience of business readiness, cutover planning … process change and stakeholder management . Strong vendor and partner coordination experience - ideally with Pershing or Nexus . Ability to hit the ground running in a fast-moving programme environment. Desirable Experience of CRM and investment platform integration, ideally including Iress Xplan . For your application to be considered, you must have full rights to work in the UK More ❯

ensures data is managed as one of the organisation’s most valuable assets. As an apprentice in this area, you’ll be exposed to data governance and quality, data management, analytics and insight, regulation and compliance, data culture. Role The Data Engineering and Analytics Apprenticeship Programme within our CTO Function is a 12-month programme and offers an excellent … grounding in the fundamental principles of data in one of the UK’s largest wealth management organisations. Key responsibilities: Learn and apply data engineering fundamentals - gain hands-on experience with databases, cloud platforms, and data integration tools Support data pipelines - help design, build, and maintain processes that move and transform data between systems Assist with data quality checks … skills - grow your knowledge in SQL, Python, cloud technologies (e.g., AWS, Azure, or Snowflake), and modern data engineering tools Support data governance initiatives - help apply data security, compliance, and management standards. You will also advance your technical skills through a curriculum developed for our apprentices and delivered through our St James’s Place Technology and Data Academy. Training Data 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, 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 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 ❯

to monitor, assess, and manage the risk of expected and unexpected events that may have an adverse impact on the firm. Risk professionals execute critical day-to-day risk management activities, lead projects and contribute to the ongoing advancement of a robust risk management program. FINANCE RISK (FR) Finance Risk is the independent risk management function responsible … for overseeing the firm's accrual rates and liquidity risk. We work closely with Global Banking and Markets, Asset and Wealth Management and Platform Solutions, as well as the broader Risk organization to provide independent risk assessment and oversight of the firm's risk taking. Key functions include: Risk Oversight: Monitor, govern, and challenge Corporate Treasury execution activities … including accrual rates risk management, liability management, cash & collateral management, funds transfer pricing, balance sheet usage, liquidity and funding projections Risk Limit Governance: Setting risk appetite for Corporate Treasury, calibration of risk limits, sign off on limits frameworks, and ongoing monitoring of limit utilization and remediation Analytics: Monitoring of key risk measures and assessment of business drivers 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 … team. In the role you will be in charge of delivering end-to-end solutions within the Avaloq Banking Suite. You will use your insightful knowledge of banking and wealth management processes in tandem with your technical expertise in customization, parameterization and integration. Collaborate with business stakeholders across front office, operations, risk and compliance, to gather analyse and 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 ❯

leading financial services organisation on a 6-month contract. This hands-on role focuses on delivering high-quality automated testing across web, API, and data validation for investment and wealth management platforms.You will execute automation scripts, validate complex data flows, test RESTful APIs, and ensure releases meet reliability and performance standards. Role & Responsibilities Develop, maintain, and execute automation … frameworks for web, API, and data validation testing within wealth management and trading systems Perform functional, regression, performance, and integration testing for complex financial applications Test RESTful APIs using tools such as Postman or RestAssured Validate data and perform back-end testing using SQL Integrate automated tests within CI/CD pipelines using Azure DevOps, Jenkins, or equivalent More ❯

seeking a Head of Sales to lead commercial growth across PIS and AIS solutions. This is a hands-on 'hunter' role, focused on winning new merchants across travel, eCommerce, wealth management, crowd-funding, marketplaces, and other low-risk sectors. As the business scales, you will also build a London-based team of BDMs and shape the wider sales … strategy. Key Responsibilities Acquire new merchants across travel, eCommerce, wealth management, crowd-funding and marketplaces. Own the full sales cycle: prospecting, pitching, negotiation and onboarding. Build and lead a London sales team as growth accelerates. Develop the commercial roadmap for PIS and AIS adoption. Work closely with product and leadership on market insights and positioning. Deliver accurate pipeline … Requirements 4+ years’ payments sales experience (open banking, A2A, PSPs, acquirers, or similar). Strong network and portfolio of contacts , ideally in travel or general eCommerce . Some people management experience would be preferred. Proven ability to close mid–large enterprise merchants in low-risk sectors. Hunter mentality with experience in high-growth or scale-up environments. Excellent communication More ❯

growing team at SEI and take the next step in your career. We're seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. This role offers the opportunity to further your own growth whilst contributing to the success of our clients and SEI. SEI (NASDAQ:SEIC) is a leading global provider … of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital-whether that's money, time, or talent-so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2024, SEI manages, advises, or administers approximately $1.6 trillion … information, visit What you will do: The role represents an excellent opportunity for a business development professional You will be responsible for leading and growing SEI's UK Asset Management footprint with Family Offices You will focus on developing business relationships with new clients You will have an enterprise-first mindset and the ability to cross sell a range More ❯