1 to 25 of 52 Wealth Management Jobs in the UK excluding London

Compliance Manager Wealth Management Location: Doncaster (Hybrid) Salary: £45k - £60k + benefits Stuck in a rut? Frustrated in a business with no clear desire or plans for growth? Is it time to join a business as ambitious as you? This wealth management firm has ambition, there … to join and this could be the start of a very interesting journey for you. Supporting the Head of Compliance, you’ll use your Wealth Management compliance experience to provide group-wide compliance advice, guidance and support at all levels. You’ll work closely with 1st line (including … through training and regulatory updates and help ensure the firm meets all Consumer Duty requirements. You’ll have gained strong Compliance experience in a Wealth Management environment and will be able to act as a ‘critical friend’ to the business, providing constructive challenge as and when required. You more »

and 3pm Monday to Friday. Other contractual hours can be worked between 7am and 7pm. Working as part of the team at Bryant Associates Wealth Management Ltd who are a Senior Partner Practice of St. Jamess Place Plc. An excellent opportunity has arisen for a professional and experienced … locations, writing reports in respect of the business generated by the Financial Advisers within the Practice and managing cases through to completion. Bryant Associates Wealth Management is well established and highly successful, operating since 1995. The Role: Senior Technical Administrator As a Technical Administrator your role will include … and happy working with little or no supervision Ideally, you will SJP system experience, or have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified more »

K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks … in a Wealth Management environment. The Financial Planning Administrator will have financial planning/IFA client services experience and will provide a high level of support to a team of Financial Advisors. The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders , Insurance … Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review reports. Process new business including submission, follow more »

Help to bring wealth management to a new generation of investors. Historically, the older, wealthier generations have had access to wealth managers where they can invest hundreds of thousands into a fund. These “high-net worth individuals” have had a monopoly on the markets and more diverse … going to be coming into this traditional investment manager to help them build their mobile apps for the next generation. This is a £50bn+ wealth manager, so they have a strong understanding of how best to invest and have a track record of delivery. Their plan is to build … initially be a fixed-term position with the view of becoming permanent if you enjoy life there. This project will be building a new wealth management app to support clients with ‘better investing’. You’ll work closely with the wider software development team, and you’ll be more »

Senior DevOps Engineer (Team Lead) Leading Wealth Management Firm Leeds About Us: Join a pioneering wealth management firm dedicated to empowering individuals and families worldwide to achieve their financial dreams. With our visionary approach and advanced technology, we deliver tailored solutions that redefine wealth management. … Overview: We're seeking a dynamic Senior DevOps Engineer to drive innovation and excellence in our team. You'll spearhead the design, implementation, and management of cutting-edge infrastructure solutions, ensuring our systems are secure, reliable, and scalable. Responsibilities: Lead our DevOps team in crafting and maintaining scalable infrastructure … development opportunities. Collaborative and supportive work environment. Ready to Make Your Mark? If you're passionate about driving change and shaping the future of wealth management, we want to hear from you. Join us on our journey to redefine what's possible in finance. Apply now more »

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy … office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location … depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data more »

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 more »

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 more »

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 more »

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 more »

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 more »

COMPLIANCE CONSULTANT - FINANCIAL PLANNING/WEALTH MANAGEMENT SCOTLAND & NORTHERN IRELAND £50,000 + BENEFITS + CAR ALLOWANCE + BONUSES CII LEVEL 4 DIPLOMA IS REQUIRED Our client is an AIM listed Service Provider to many of the UK's leading Financial Advisors. Providing compliance support for over … Mortgage and Protection businesses. An incredibly exciting opportunity is now available for a Compliance Manager to form them and join part of their Senior Management Team. This is a high-profile role within the business and someone credible, professional and intelligent is required. The main focus of this role … Compliance consultant will lead by example by delivering excellent compliance support to a select allocation of client firms as well being responsible for the management and development of the Consultancy team. You will undertake regulatory visits to client firms in line with their service agreement and ensure that the more »

footprint with around 2,500 colleagues in 12 countries, and more than 160 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 … 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 … and quality parameters. Managing international, cross-functional release upgrade projects , including legal and regulatory projects and 3rd parties upgrade. Work with client or senior management to establish and clarify the scope, the objectives and requirements of the project or program. Lead, coordinate and supervise the activities of the project more »

dynamic workplace where teams are empowered to drive great customer experiences and business results. At AJ Bell we are building the future of personal wealth management platforms through our technology. We have a strong culture of curiosity and collaboration and expect our technology teams to drive the business … peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. The nice to haves Background in Financial Services, specifically Wealth Management. Business relationships within the Wealth Management sector. Understanding of financial markets and financial data. How we work With pride placing value more »

Description About the Job Oracle Forms Software Systems Test Engineer - Harrogate Our Client is a financial institution developing software for the pensions insurance and wealth management investment banking world. They are a leading insurer and wealth management company in the UK. They are looking to recruit more »

A skilled and motivated IFA Support Administrator is needed to join the team at this leading wealth management company based in Hove on a part-time basis. You will be expected to work 27.5 hours per week. Full training will be provided. They are a Hove-based wealth … consideration. Candidates with previous experience or job titles, including; Financial Planning Assistant, Independent Financial Advisor Assistant, IFA Client Services Coordinator, Financial Advisory Support Staff, Wealth Management Administrator, Financial Services Administrative Assistant, and Investment Advisor Support Specialist, may also be considered for this role. IND123 more »

Company Description Westerham Financial Services Limited is a Senior Partner Practice of St. James’s Place Wealth Management, providing personal, confidential, and bespoke financial advice. With a tailored service and the backing of St. James's Place distinctive approach to wealth management, Westerham Financial Services aims more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

and tax planning for the Firm. The Global Tax Risk Team supports the Tax Department in all regions through: Promoting awareness of operational risk management within Global Tax Facilitating Global Tax input to various Firm/Finance risk processes and initiatives to ensure compliance with Firm operational risk policies … e.g. providing risk updates and reporting to senior management About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people … including gathering information from all regional tax teams, ensuring deliverables are met, managing the Firm RCSA data tools and producing dashboard reporting for Senior Management Assist regional tax teams with the facilitation of annual SAO, SOX and LFI processes Be responsible for documentation and system management of Tax more »

average service length. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we … support and guidance to ensure delivery against production timetables • Trouble shooting data issues during quarterly production through effective communication and escalation to local line management • Responding to review questions raised on disclosures produced • Presenting disclosures and analytics to members of Finance Senior Management • Building an understanding of disclosure … Where will you be working? This role will be based in the Glasgow office within the Finance division. The Glasgow Finance Division helps senior management and its individual business units manage the Firm's risk by implementing financial controls over our business activities. The division is crucial to safeguarding more »

Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals. As they continue to grow, they are looking for a passionate investment professional to join the … progression routes · Support with professional qualifications · Attractive benefits package including private medical Skills and experience required: · Experience working in a similar position within Investment Management/Wealth Management (essential) · Strong communication and client facing experience · Any managerial experience is a plus. Job Title: Client Service Executive Industry … Investment Management Location: Glasgow Salary: £27,000 - £33,000 Job Reference more »

are now looking for an experienced Team Manager to join their team. The Team Manager role would suit someone with previous Insurance, Financial Services, Wealth Management, Pensions or Accountancy Management experience-basically any professional services industry that is regulated and where you have to deal with a … lot of compliance. You will have previous staff management experience as you will be managing a busy claim's department's daily and monthly activity, ensuring that a smooth running of the claims department to ensure the best level of service to their clients. The successful Team Manager will … Have previous staff management experience Have worked in a mgmt role within a Professional services company Have an understanding of working in a regulatory/compliance industry Have excellent communication skills both verbally, written and face to face Have good IT skills inc MS Office Be used to working more »

footprint with around 2,500 colleagues in 12 countries, and more than 160 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 … 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 … internal stakeholder and the clients. With your experience and ideas, you will contribute to the growth and continuous improvement of the company. Your Mission Management of the client implementation project lifecycle (pre-sales support, planning, analysis & design, implementation, test, delivery and post-delivery) Monitoring and controlling of project indicators more »