1 to 25 of 132 Permanent Wealth Management Jobs in England

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 »

Inside IR35, Hybrid, Liverpool, London, North West, West Midlands, BI Developer, BA Analyst, Reports Developer, Power BI, Qlik, Tableau. Snowflake, Alteryx, Financial Services, Wealth Management, Dashboarding. My leading financial services client is looking for a Business Intelligence Analyst to join them ASAP you will be involved in producing … support both day-to-day business activity and change programs in achieving their objectives You must have a proven background in Financial Service/Wealth Management Proven background in delivery of the BI requirements of strategically significant change and transformation projects Contribute to the Business Intelligence function’s more »

to deliver optimal sales experiences to clients What You'll Need: Sales experience in the financial services sector, with deep expertise in banking, asset management, wealth management, or financial markets infrastructure Proven track record of driving revenue and achieving quota. Demonstrated consultative sales experience, collaborative leadership style 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 »

OPERATIONS MANAGEMENT CONSULTANT UP TO £70,000 LONDON – HYBRID As a Consultant in Regulatory Operations, you will join the OTC Derivatives team within Capital Markets and Wealth Management Operations. Your role will focus on overseeing operational controls related to Capital Markets Regulatory Trade Reporting. You will engage … relational, hierarchical, distributed) and platforms. Data Tools Proficiency: Skilled in working with data tools, investigating large data sets, and collaborating across time zones. Project Management: Capable of multitasking and managing multiple priorities with a project-oriented mindset. Subject Matter Expert: Awareness of Regulatory Reporting obligations and ability to explain more »

The Company Our client is a highly successful and expanding Investment Management firm, widely recognised with an excellent reputation based in London. The Role The Data Operations Manager will fully understand the Investment Operations Securities data the Investment Management firm uses during its daily Investment Operations business activities. … responsible for the update and maintenance of investment operational control reference data. The Data Operations Manager will build strong working relationships with the Investment Management Front Office, Data team and other teams within the Custody Services department The Candidate 3-5 years’ experience of working within Investment Operations/… Middle Office within Wealth Management or Investment Management. Previous leadership, management or team supervisory experience - essential. Strong knowledge of Security Data and Pricing Data within an Investment Management/Asset Management or Stockbroking firm - essential! Knowledge of trading and settlements systems. Good working knowledge of more »

team As an Associate in the Financial Institutions Group (FIG) team, you will be working across multiple sub-sectors, covering banks, insurance, FinTech, asset management, and specialty finance companies across the EMEA region. You will provide key analytical support and transaction execution and origination efforts, including mergers & acquisitions, execution … and develop further and always looking to expand your skill set About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

detail, client-centric approach, and be a self-starter who can work well under pressure. They should also have excellent analytical, problem-solving, time management, and communication skills. Desirable skills include knowledge of investment funds and related products, retail platform experience, agile methodology, management and influencing skills, experience … equity compensation and brokerage, cross-organisational collaboration, financial planning, and working in a fast-paced, growth-oriented environment. The client is a global investment management firm that offers a wide range of financial products and services, including mutual funds, retirement plans, and wealth management services. Spearhead the … aspects of product development Thrive in a fast-paced, high-pressure environment while maintaining strong attention to detail Showcase excellent analytical, problem-solving, time management, and communication skills Preferably bring experience in areas such as investment funds, retail platforms, agile methodology, equity compensation, and cross-organizational collaboration Exhibit strong more »

Front line Business Risk Organisation). The role is within the UK Private Bank (‘CSUK’) First Line of Defence Support ("FLDS", formerly Business Risk Management) team, to assist in identifying, assessing, monitoring and reporting operational risks within CSUK. Key Responsibilities Execute controls on behalf of the CS(UK) entity … projects in the risk and control space Respond to second and third-line investigations where relevant, including those from External Audit. Qualifications Essential Skills: Wealth Management experience is essential Risk and control experience (running controls and control improvement) Advanced Excel skills Desired Skills: Audit/accountancy experience preferred more »

The Company: Our client is a highly credible boutique Wealth Management company with an entrepreneurial philosophy. This role is based in BERMUDA longer term, with the first 6 months training being in London. The Role: This is an exciting opportunity for an ambitious young professional who will spend … generation, meet prospects and marketing activity in Bermuda. The role will be very sociable and an opportunity to really grow longer term with the Wealth Management business. Working with 2 senior Business Partners, assist with all aspects of client relationships, including client on boarding, risk profiling, account administration … potential clients, which generate new AUM, and expected to build relationships with client families that cross generations to establish long-term connections to the Wealth Management firm The Relationship Manager will maintain a comprehensive understanding of client goals and risk tolerance to ensure that financial strategies are appropriate more »

Exciting Opportunity for a VP of Engineering in Digital Wealth Management We are seeking a dynamic VP of Engineering to lead the development of our cutting-edge Digital Wealth Management Platform. In this role, you will work closely with our CTO to execute an ambitious product … roadmap and support our extensive expansion plans. About Us: Join a leading digital wealth management company at the forefront of technology solutions. We are a growing team committed to innovation and transformation. As we expand organically and through acquisition, we are redefining our technology strategy to develop scalable … a leadership role (Team Lead/Head of/VP of). - An ambitious tech advocate eager to accelerate their career within a leading wealth management firm. - Hands-on coding experience in Python. - Experience with leveraging REST APIs for application integration. - Proficiency in unit and end-to-end 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 »

flexible working (3 days in office per week/2 days from home). About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Clean Energy and Private Equity (Primaries, Secondaries and Co-investments). Established in 1988, the Firm has extensive … knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 12 offices in … strong results in GRESB benchmarking for its clean energy strategy. Department Overview: Client Relations: The Capital Dynamics Client Relations team is responsible for the management of the firm’s 1,500+ global investors. Client Relations acts as the one consistent contact for investors throughout the relationship and as a more »

Senior Test Manager - Wealth Management We are looking for a Senior Test Manager to lead a 6 month piece of work at one of our clients to review their current testing model and to shape their future approach to testing. Ideally the Senior Test Manager would have previous … experience in the Wealth and Investment Management spaces and experience of testing Wealth packages such as FNZ or Bravura. The Senior Test Manager will be managing a multi tenanted platform. The Senior Test Manager will be managing a number of operation areas such as Sasch/Aml … be responsible for documenting the model, challenging the model and understanding the regression scenarios. Location: London (Hybrid 2 days a week onsite) Key skills: Wealth Management knowledge. Senior Test Management experience. Excellent communication skills. Experience managing implementations and communicating to clients. Risk management as the new more »

25k, Pension 15%, 30 Days Holiday, Full Family HC + Benefits) We are seeking a talented and experienced Enterprise Architect to join my clients Wealth Management Technology Department. This role reports directly to the Head of Enterprise Architecture and is integral to our ongoing transformation within the Wealth … direct portfolio strategy. Technology Outcomes: Support goals such as achieving 80% cloud adoption by 2025 and implementing an API strategy. Private Assets and Asset Management: Knowledge of private assets and asset management is crucial. Wealth Management Technology Stack: Cloud Technologies: Proficiency in cloud platforms such as … AWS and Azure. API Management: Experience with API strategies and tools. Data Management: Familiarity with data architecture and data management platforms. Cybersecurity: Understanding of cybersecurity principles and their application in financial systems. Microservices Architecture: Experience with designing and implementing microservices. Blockchain and AI/ML: Knowledge of more »

months) - Top National Financial Planners - Newcastle, Hybrid up to £52,000 + Bonus + Benefits (potentially flexible) We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be based in Newcastle with a hybrid flexible working agreement and successful candidates … be offered the opportunity to progress into a client facing Financial Planner position within 18 months. The role: Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to … with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Requirements: Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have more »

Recruit UK are working on an excellent opportunity for a Paraplanner in Newcastle-Upon-Tyne to join a well-established Wealth Management firm who deal with high net worth private individuals and corporate clients. They have a strong presence in the area and are expanding their IFA services more »

SALARY: 40-55K (depending on experience) The Company: Our client is an Investment and Wealth management company, highly recognised and fantastic reputation. The Role: The ISA Asset Transfers Analyst role will sit within the ISA & Asset Transfers team. The successful candidate would ideally have an understanding of more »

Our client are a global consultancy, working on an exciting project in the Wealth Management space. They are on the lookout for a Solution Architect to come in on a contract basis. Key Skills/Requirements: Strong .NET experience Strong Azure experience Experience with Software as a Service more »

SALARY 40-55K The Company: Our client is a wealth management company, highly recognised with a fantastic reputation. The Role: The Compliance Manager will Report into the Head of Compliance within the Wealth Management business. The Compliance Manager role will have an Investment Advisory focus. … Working in the BRISTOL office The Compliance Manager will monitor the regulatory environment for key regulatory initiatives relating to investment management, recommending, and implementing solutions. The Compliance Manager will provide a Compliance Advisory service & will support the Investment Management company on asset management issues including routine advice … updating of compliance policies and procedures to ensure fit for purpose and regulatory needs. The Compliance Manager will be responsible for monitoring of portfolio management compliance systems and will support on investment platform issues. The Compliance Manager will ensure all Investment breaches of FCA Rules are properly investigated, recorded more »

have experience in Azure development including Databricks , Azure Services , ADLS etc About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

Role: Change Analyst Positions Location: Various Locations Role Type: Hybrid - 2 Days a Week in office Job Description: A leading Wealth Management firm with offices across the UK have acquired a number of businesses, this change has created the need for both a Change Data Analyst and a … Build cross-functional partnerships, internally and externally Maintain a competitive market knowledge Produce regular reporting on projects/initiatives being driven by the CRM management team Manage the change control process with the supplier to record configuration and verification of changes Produce specifications, training materials and other such project more »

United Kingdom Client advisory/Relationship management Global Wealth Management Job Reference # 298344BR City London Job Type Full Time Your role Are you a professional client relationship manager with the motivation and experience to develop and build long-term client relationships? Do you have a broad … part of an existing portfolio of clients • deliver a superior client experience by working in a team with Investment Advisors, and Product specialists within Wealth Management and across divisions (IB, Asset Management) • convince through thought leadership in terms of investment advice and compelling investment strategies, provide extensive … delivers comprehensive and global client solutions across all asset classes and across all UBS divisions. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey. Diversity helps us grow, together. That’s why we are committed to more »

for top-tier banking clients. Key Responsibilities: Lead the design and implementation of web and mobile applications for financial services/investment banking/wealth management organisations. Collaborate closely with stakeholders to define requirements and deliver robust solutions. Drive the architecture of scalable, secure, and high-performance systems. more »