51 to 75 of 78 Permanent Wealth Management Jobs in England

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 »

At Macquarie, we re empowering people to innovate and invest for a better future. Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal more »

and sales pitches for FX Prime Brokerage and FX Clearing • acquisition of new clients. This includes pricing negotiations in consultation with Pricing and Risk Management, negotiations of contract terms, handover to FX Prime Brokerage Service Team for implementation • strategic coverage of existing FX Prime Brokerage clients: Initialization and negotiation … margin and pricing terms • identification of client requirements for FX Prime Brokerage services • coordination between external clients and internal departments (Legal, Credit, Documentation, Collateral Management, Treasury) Your Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback. Your team … London. FX Prime Brokerage offers clients access to a broad FX liquidity pool and provides operational efficiency through flexible straight-through processing, central collateral management, and consolidated reporting. The business is integrated into the Global Financing organization. Your expertise The successful candidate must: • have proven experience in a client more »

per week in Central London Are you a talented Software Engineer looking to make a meaningful impact within a dynamic, growing and ethically minded wealth management firm? This B-Corp accredited Wealth Manager is seeking an experienced Software Engineer to be a key player in designing, developing more »

Albany Beck is an award-winning consultancy specialising in Technology, Risk and Compliance within Financial Services. We work with top tier Investment Bank, Asset Management firms, Hedge Funds and Fintechs. What differentiates us from other consultancies is our people and as a result As an organisation, we are focused … and large Regulatory programmes. Job Summary We are seeking an experienced and dynamic Test Lead with a strong background in Avaloq to join a Wealth Management company based in London. The successful candidate will lead our testing efforts, ensuring the quality and reliability of our Avaloq banking software … solutions. This role involves overseeing the entire testing lifecycle, from planning and strategy to execution and delivery. Test Management: Develop and implement comprehensive test strategies and plans for Avaloq projects. Coordinate and lead all testing activities, including functional, integration, regression, and user acceptance testing (UAT). Quality Assurance: Ensure more »

lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity Wealth & Insurance Technology (WInTech) adopts a business led approach to achieving technology enabled transformation.Our Insurance and Wealth Management clients engage us to solve … experience of vendor assessment and selection as a part of RFI/RFP process.Experience of working with insurance vendors, third party service providers and management of vendor relationships.Providing technical design governance, solution quality assurance and design reviews to keep complex technology programmes on track against industry good practice and … documents, reference architectures, functional or technical design specifications and integration designs etc.Understanding of Cloud capability and solutions including application, business case and benefits.Strong stakeholder management skills: proven track record in independently engaging and managing a range of client and internal stakeholders, including senior client representatives.Ability to analyse and define more »

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 Trade Settlements processes and Asset Transfers and more »

IR35 Industry: Financial Services Pay Rate: £525-£575 depending on experience Requirements: Extensive experience as an architect within the finance sector ideally Wealth Management. Proven delivery of scalable and resilient cloud solutions in one or more major cloud platforms (AWS, Azure, GCP). Certification related to these more »

and greeting at the office You will be responsible for business submission using bespoke software. Your role will involve day-to-day use and management of the Practices CRM database You will keep the back-office system updated maintaining live files and case notes You will be responsible for … bespoke software Excellent literacy, numeracy, and communication skills Strong attention to detail and able to problem solve and think on your feet Good time management and planning skills It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total … discretion St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £179bn. This business more »

and offering support as required in this people centric business. The Role : You will be working with the Partner in all aspects of office management including: Preparing letters, presentations and reports Preparing all documentation for the Partners meetings Ensuring client information is recorded accurately Dealing with third parties on … Strong problem-solving skills You are a self-starter and able to work with little or no supervision You are reliable with proven office management, administrative or personal assistant experience You will have contact with clients, and it is essential that you are confident in dealing with third parties … professional service environment or have a financial background with relevant qualifications. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has more »

role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol-based FTSE 250 Wealth Management company. You will … with other teams within the business and external companies Supporting the team's risk and control activities to ensure good client outcomes and risk management culture About you We invest in our teams - we don't require you to have a background in financial services. A successful candidate must more »

Type: Permanent Location: London Skill Set EB, Employee Benefits, Auto Enrolment, Group Schemes, Governance, Consultant, Financial Advisor, Corporate Consultant A leading and award-winning wealth management and employee benefits organisation are looking to strengthen their team by appointing an Hybrid Employee Benefits Consultant/Relationship Manager focussed on … has a comprehensive benefits package and a negotaible, competitive base salary Approx 2-days in London per week (Hybrid) It provides holistic services across Wealth, Employee Benefits & Pensions, they are a leader in the industry and have grown significantly over the past few years. It is now seeking to more »

Company Description Evelyn Partners is the UKs leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and … way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn PartnersandCareers | Evelyn Partners Job Description We have exciting new openings here at Evelyn Partners in our US/… and UK individual tax laws and regulations Demonstrable experience of delivering tax planning/advisory projects. Demonstrable experience of managing complex compliance issues. People management and organizational Professional Qualifications and Education US Enrolled agent (EA) ATT Additional Information As a colleague here at Evelyn Partners, you will have access more »

Company Description Evelyn Partners is the UKs leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and … way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn PartnersandCareers | Evelyn Partners Job Description Why Evelyn Partners London? Our team operates from the Evelyn Partners head office … advising US clients and non domiciled individuals Demonstrable experience of delivering tax planning/advisory projects. Demonstrable experience of managing complex compliance issues. People management and organizational Professional Qualifications and Education US Enrolled agent or CPA Qualified Chartered Accountant and/or Chartered Tax Adviser Additional Information As a more »

We are currently seeking a Client Service Specialist to join a well-established financial wealth management company based in Swindon. If you have passion for the financial industry and experience within a similar role this is a great opportunity to join a fast growing, encouraging and nurturing business more »

support towards Diploma Opportunity to progress through the business Auto-enrolment pension Employee-owned business Skills and experience required: Previous experience working in a wealth management/financial planning firm Good technical knowledge in pensions, protection and investments Excellent communication skills Someone who takes pride in their organisation more »

diverse set of individuals from financial institutions, regulators and the Big 4Significant relationships with major firms and regulators across the banking, insurance, asset and wealth management and Fintech sectorsMarket-leading offering which delivers quality, reliable and timely advice, and an exceptional track record of executionStrong and inclusive team more »

Financial Controller – Private Debt – CRE (Loan Asset Management) - 2 Positions Available 22 Bishopsgate, London – Hybrid Permanent At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest … FMCG Private Debt, and you will be part of AXA IM Real Assets.DISCOVER your opportunityAXA Investment Managers (AXA IM) is a multi-expert asset management company within the AXA Group, a global leader in financial protection and wealth management. AXA IM is one of the largest European-based … asset managers with approximately 830bn in assets under management as of the end of September 2020. AXA IM employs 750+ investment professionals around the world and operates out of 15 investment centers.Given its growth prospects, the Commercial Real Estate & Infrastructure Fund Management Controlling Group team of AXA IM more »

The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes 50:50 split Package: £32-37k base DOE bonus … meeting clients needs and objectives of full client recommendations and subsequent suitability reports with clients and providers The Person: Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. We are looking for: Minimum QCF Level 4 diploma qualified 1 years … to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc) Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter What next? Follow the link attached to apply via CV submittal. Further questions? Feel free more »

relationships with SFS. Manage reactive inbound lead conversion, including consignor advances. Work collaboratively with relationship managers to identify and execute new growth initiatives. Deal Management Guide clients through the financing process, partnering to propose solutions for individual client needs. Manage client negotiations from initial lead stage through final deal … processing and servicing of loans. IDEAL EXPERIENCE & COMPETENCIES Bachelor s degree required; MBA preferred. 10+ years of professional experience in a client-facing lending, wealth management, or similar role with a focus on sales and relationship building. Individuals with prior experience as relationship managers at major auction houses more »

opportunity to join a dynamic and growing Financial Advisory, where you will work as part of a dedicated team, specialising in financial planning and wealth management. For nearly 50 years, they have moved from strength to strength as they continue to commit to professionalism, fair treatment to clients, and … periodic annual suitability letters The Person: IFA Administrator or similar Background in financial services Reference Number : BBBH13903 Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor We are an equal opportunities employer and welcome applications from all suitable more »

opportunity to join a dynamic and growing Financial Advisory, where you will work as part of a dedicated team, specialising in financial planning and wealth management. For nearly 50 years, they have moved from strength to strength as they continue to commit to professionalism, fair treatment to clients, and … annual suitability letters The Person: IFA Administrator or similar Knowledge of Pensions/ISA Reference Number : BBBH13504a Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor We are an equal opportunities employer and welcome applications from all suitable more »

opportunity to join a dynamic and growing Financial Advisory, where you will work as part of a dedicated team, specialising in financial planning and wealth management. For nearly 50 years, they have moved from strength to strength as they continue to commit to professionalism, fair treatment to clients, and … periodic annual suitability letters The Person: IFA Administrator or similar Background in financial services Reference Number : BBBH13903a Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor We are an equal opportunities employer and welcome applications from all suitable more »

advice companies with over a decade of award-winning advice plus a platinum 5-star Feefo customer experience rating. They are a customer-focused, wealth management, equity release, mortgage advice, and home finance financial services company which aims to provide expert advice to people of all ages. Their … local SEO, and SEO reporting tools. Strong understanding of web design and development, HTML/CSS coding, and link-building strategies. Experienced with content management systems (CMS) and website optimization platforms, such as WordPress. Benefits A highly competitive compensation package. Hybrid working model with work-life balance in mind. more »

Executive – Financial Services Guildford Up to £35,000 + Excellent Prospects CV Screen is recruiting for a Digital Marketing Executive for a well-established Wealth Management company. The role is office based in Guildford and a salary of up to £35,000 is available. ROLE DETAILS Your role more »