1 to 25 of 34 Wealth Management Jobs in the UK excluding London

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 ❯

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 ❯

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 ❯

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, 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 ❯

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 ❯

client experience central to everything you do. You will work collaboratively within and across teams. What You Will Ideally Bring: Strong work experience working in a similar industry Finance, Wealth Management or Asset Management Experience in TDD and working on enterprise Angular applications. Anything above Angular 12+ or similar. Good knowledge of Java 8+, Spring Boot, Spring More ❯

day inside IR35 Start Date: 15/12/2025 Job Type: Contract Company Introduction Client is looking for Project Manager with deep experience in Agile methodologies and Change Management to lead strategic initiatives within the Banking and Financial Services domain. The role involves managing complex projects across digital banking, regulatory compliance, and operational transformation, ensuring successful delivery and … Owners, Business Analysts, Developers, and QA. Manage project scope, timelines, budgets, and resource allocation. Drive stakeholder engagement across business units, technology teams, and external vendors. Develop and execute change management strategies to support adoption of new systems, processes, or regulatory changes. Ensure compliance with banking regulations (e.g., RBI, SEBI, Basel III) and internal governance standards. Facilitate Agile ceremonies, retrospectives … business outcomes. Required Skills/Experience The ideal candidate will have the following: Bachelor's degree in Business, Finance, IT, or related field (MBA or PMP preferred). Project management experience in the banking or financial services industry. Strong experience in Agile delivery and enterprise-level change management. Certifications such as PMI-ACP, CSM, SAFe Agilist, or Prosci Change 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 … server operating systems Experience with Microsoft 365 products (Office365, SharePoint, Teams, Exchange Online, etc.) Good understanding of computer systems, mobile devices and other tech products Knowledge of ITIL Incident Management best practices It would be a real bonus if you have: Working experience in a global context is a plus Exceptional analytical and problem-solving skills Advanced collaboration, communication 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 ❯

Minimum of 2 years’ experience in marketing, communications, or a related role (experience within the IT or tech sector is a plus). Strong understanding of marketing principles, campaign management, and brand consistency. Excellent written and verbal communication skills with great attention to detail. Proficient in social media management, email marketing (HubSpot preferred), and basic SEO. Strong organisational … and project management skills able to juggle multiple priorities and meet deadlines. Confident, proactive, and able to work both independently and collaboratively. Friendly, positive, and professional, with a “can-do” attitude and sense of humour. What we offer in return to the successful Marketing Executive: Monday to Friday- remote role Salary £30,000 per annum UK’s leading wealth management pension scheme Training and career development prospects 22 days holiday entitlement + Bank Holidays If you are passionate about making a significant impact and want to be part of a dynamic team and unique organisation, this role is for you! Please do not hesitate to contact us for more details. Paradigm Employment Services Ltd is acting as More ❯

As a Lead Software Development Engineer in Test (SDET) at JPMorganChase within Asset Wealth Management, youare an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical … proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.) Practical cloud native experience Experience with BDD frameworks and repository management Preferred qualifications, capabilities, and skills Experience with Playwright, Cypress, Jest, JUnit, Pytest, JMeter, BlazeMeter, Karate, PactFlow, Cucumber, BDD/TDD, and similar Experience with Unit, Component, Contract, Integration, Acceptance 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 ❯

Manager as required. Accurately process purchases, sales, billing, expenses, and banking transactions. Manage debtors, creditors, and credit card accounts, and perform regular bank reconciliations. Support recurring revenue and cost management, including the tracking of stock, licensing, and subscriptions. Prepare and process journals, accruals, and prepayments in a timely and accurate manner. Oversee direct debits and manage electronic payment platforms. … Assist in the preparation of management accounts on a monthly, quarterly, and annual basis. Contribute to the creation of key financial reports, including Profit & Loss, Balance Sheet, Cash Flow, Accounts Receivable, and Accounts Payable. Support the preparation of consolidated group accounts. Provide cost analysis and margin reporting to support financial performance and improvement initiatives. Help develop and enhance robust … AAT qualification or studying toward ACCA/CIMA preferred but not essential. Strong knowledge of accounts payable/receivable, bank reconciliations, invoicing, journals, and accruals/prepayments. Experience supporting management accounts, financial reporting, payroll, and VAT/compliance processes. Understanding of cost accounting, margin analysis, and recurring revenue models (advantageous). Proficient in Xero and Microsoft Excel (including formulas More ❯