1 to 25 of 33 Permanent Wealth Management Jobs in London

Role Wealth Management Investment Operations Analyst – Graduate calibre with some Operations experience & Advanced Excel, VBA, or Python Martis Search are representing a boutique Mayfair based Wealth Management Asset Manager to hire a permanent “Wealth Management Investment Operations Analyst.” Our client is open to hire … experience i.e. Reconciliations, or KYC Client Onboarding and a proven aptitude with coding such as Advanced level Excel, VBA, or Python and to learn “Wealth Management Investment Operations” on the job. Our client’s idea is that that they are willing to teach you and so that ...

Assisted Testing, Test Automation, Reqnroll, SpecFlow, NUnit, Azure DevOps, SQL Server, ASP.NET Core, REST APIs, CI/CD, BDD, Automation Frameworks, Investment Management, Wealth Management) Our client is a market-leading FinTech organisation developing an award-winning front-to-back investment and wealth management platform … enterprise-scale automation frameworks, excellent C#/.NET development skills and a passion for using AI to transform software testing. Experience within FinTech, investment management, wealth management or other regulated financial services environments would be advantageous, although candidates with strong technical leadership experience from other enterprise software ...

Engineering Lead - Financial Planning (iRESS Xplan) Locations: London | Liverpool | Permanent Lead the Future of Financial Planning Technology We're partnering with a leading UK wealth management organisation undergoing significant technology transformation and seeking an experienced Engineering Lead - Financial Planning (iRESS Xplan) to take ownership of a business-critical … financial planning ecosystem, driving platform evolution, integration strategy, engineering excellence and team development. Working at the intersection of Financial Planning, CRM, Data and Wealth Technology, you'll play a key role in shaping the future technology landscape supporting advisers and clients across the organisation. The Role As Engineering Lead ...

Engineering Lead - Financial Planning (iRESS Xplan) Locations: London | Liverpool | Permanent Lead the Future of Financial Planning Technology We're partnering with a leading UK wealth management organisation undergoing significant technology transformation and seeking an experienced Engineering Lead - Financial Planning (iRESS Xplan) to take ownership of a business-critical … financial planning ecosystem, driving platform evolution, integration strategy, engineering excellence and team development. Working at the intersection of Financial Planning, CRM, Data and Wealth Technology, you'll play a key role in shaping the future technology landscape supporting advisers and clients across the organisation. The Role As Engineering Lead ...

Head of Data Governance & Analytics Overview: Exciting opportunity for an experienced data governance/management professional to help shape our entire data operating model, working in partnership with our Technology team. This position exists to ensure we treat data as a controlled, trusted and useable business asset, that … without over-engineering the operating model. About the Company: W1M was formed in 2024 through the merger of London & Capital and Waverton, two established wealth managers with over 40 years of history. Since then, the business has grown to over 400 employees and manages approximately £27+ billion in assets ...

Change & Transformation team. This role sits at the intersection of business and technology, supporting the delivery of strategic initiatives across our Banking and Wealth Management divisions. You will work closely with front-office, operations, and IT teams to translate business needs into clear requirements and support the configuration … enhancement of Avaloq-based solutions. Responsibilities: Gather, analyze, and document business requirements from stakeholders across Wealth Management, Private Banking, and Operations functions. Act as a subject matter expert on the Avaloq core banking system, advising on platform capabilities, configuration options, and best practices. Produce high-quality business requirement ...

Director, Investment Risk & Operations Technology Location: London (Hybrid Working) Type: Permanent Package: Excellent Salary + Bonus + Benefits The Opportunity A leading UK investment management organisation is seeking a senior technology leader to take ownership of its Investment, Risk and Operations technology estate. Reporting directly to the Chief Technology … Officer, this role will lead multiple technology and product teams responsible for delivering the platforms and capabilities that support investment decision-making, risk management, portfolio construction, trading, investment operations and back-office processes. This is a highly visible leadership position at the intersection of business strategy and technology, with ...

Operations Administrator (Wealth Management) - London - £35,000 - £40,000 (Dependent on Experience) + Benefits & Bonus About the Role An established and growing financial services firm based in the City of London is seeking an experienced Operations Administrator to join its team. This is a varied and rewarding role … enquiries professionally and efficiently Liaise with IT providers and resolve office equipment issues Support Directors with business projects and ad hoc tasks Coordinate office management activities Finance Support Assist with business income (fee) reconciliation within the CRM system Chase statements and support process automation initiatives Process introducer payments Assist ...

Snowflake) Permanent | Hybrid (London - 2 days a week in the office) Salary up to £150,000 + bonus We're supporting a leading UK Wealth Management organisation as they continue a significant transformation of their Data & AI capability. As part of this journey, they're looking to hire … rapidly evolving Data & AI capability What We're Looking For Essential Experience Excellent commercial experience with Snowflake Experience delivering data solutions within Wealth Management, Asset Management, Investment Management or Financial Services environments Excellent understanding of Star Schema/dimensional modelling Strong experience with dbt Strong ...

Business Analyst - Wealth Management - £680-£780 per day You are stepping into one of the most significant transformation programmes in wealth management right now. This is a long term programme of work, which means you are not parachuting in to fix one small thing and move … That gives you the kind of end to end project exposure that is genuinely hard to find. The company is a leading name in wealth management and the scale of what they are doing internally is substantial. You will be embedded in a programme that touches every part ...

Permanent | Hybrid (London - 2 days a week in the office) Salary £70,000 to £90,000 + bonus We're supporting a leading UK Wealth Management organisation as they continue a significant transformation of their Data & AI capability. As part of this journey, they're looking to hire … financial data ingestion Financial Services experience Experience working within risk-related environments Strong stakeholder engagement and communication skills Highly Desirable Portfolio suitability experience Wealth Management or Asset Management experience Investment Management data experience Regulatory reporting exposure Snowflake Cortex AI and/or Claude Code Medallion Architecture ...

data transformation programme that will shape the future of investment decision-making and regulatory reporting within a leading financial services organisation. Experience working in Wealth/Asset Management is VERY advantageousThis is an opportunity to work on a business-critical initiative that will transform how investment and portfolio … series data. Experience integrating and managing market data feeds or financial datasets. Strong SQL and analytical problem-solving skills. Financial Services experience, ideally within Wealth Management, Asset Management or Investment Management. Excellent stakeholder management and communication skills. Highly Desirable Experience working with: Portfolio suitability Portfolio risk ...

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, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

Permanent Circa 65k + bonus + benefits A leading, highly prestigious financial services organisation is seeking an IT Business Solutions Analyst to join its Wealth Management Business Applications function in London. The role sits between the business and technology delivery, covering requirements definition, solution evaluation, and ongoing ownership … applications post-delivery. Suited to someone with strong stakeholder management skills and a track record of taking real accountability for outcomes. What you will be doing: Build relationships across the business and identify opportunities to improve efficiency through technology Act as senior escalation point for IT issues beyond standard ...

transformation strategy Facilitate executive workshops and architecture assessments BFSI Transformation - Lead transformation initiatives across: Retail Banking Commercial Banking Payments Cards Open Banking Insurance Wealth Management Regulatory transformation AI & Modernization Define AI and GenAI transformation strategies Develop AI governance and responsible AI frameworks Shape AI operating models and adoption … Architecture Chief Architect VP Architecture Enterprise Architecture Director Principal Architect Enterprise Architecture Lead Experience owning enterprise architecture across multiple business units Executive stakeholder management up to CIO/CTO level Strong architecture governance experience Experience managing large transformation portfolios Preferred BFSI Experience Strong experience in one or more ...

broad portfolio of business and technology change initiatives. This is an opportunity for a hands-on Project Manager to join a growing project & programme management team, delivering a varied mix of change projects across operational transformation, technology, cloud-based solutions, AI-enabled initiatives and enterprise systems. This role would … looking for a Project Manager who can demonstrate: A hands-on track record of successfully delivering complex business and technology change projects Strong stakeholder management skills and the confidence to challenge constructively A proactive, delivery-focused approach with the ability to navigate ambiguity and competing priorities Experience working ...

serving globally mobile individuals, expats, and cross-border clientele (such as global mobility firms, relocation specialists, private client law firms, accounting, tax advisory, and wealth management). You will own the partnership lifecycle end-to-end: from attending events and leading cold outreach, to pitching our product, negotiating … partnership, and actively managing the relationship during its initial 3 to 6 months to ensure referral momentum before handing off to the Account Management team. As part of your role, you’ll need strong selling skills to convince partners to work with us, strong communicator, commercially minded and hands ...

series data. Experience integrating and managing market data feeds or financial datasets. Strong SQL and analytical problem-solving skills. Financial Services experience, ideally within Wealth Management, Asset Management or Investment Management. Excellent stakeholder management and communication skills. Highly Desirable Experience working with: Portfolio suitability Portfolio risk ...

assumptions log and model decision log. Handover documentation for engineering, QA and operational support. Essential Skills and Experience Experience in financial services, pensions, insurance, wealth management, asset management or regulated data environments. Strong experience as a Lead Data Analyst, Data Modeller or Senior Data Analyst on complex … senior stakeholders. Strong understanding of data quality, validation rules, reconciliation and exception management. Experience working in Agile or hybrid delivery environments. Excellent stakeholder management skills, with the ability to explain complex data topics to non-technical audiences. Strong documentation discipline and attention to detail. Desirable Experience Experience working with ...

into BAU We are looking for Experience leading client implementation or the delivery of technology transformation programmes within a financial technology environment (Ideally in Wealth Management) Strong stakeholder management skills with the ability to build trusted relationships with clients, commercial teams and technical delivery teams Confident managing ...

into BAU We are looking for Experience leading client implementation or the delivery of technology transformation programmes within a financial technology environment (Ideally in Wealth Management) Strong stakeholder management skills with the ability to build trusted relationships with clients, commercial teams and technical delivery teams Confident managing ...

Company: A highly regarded and ambitiously growing, boutique Investment Management Company. The Role: The Operations Associate is responsible for data entry and maintenance of the firm’s Investment Management systems – custodian data, client data, securities data, transactions, pricing feeds, currency data, benchmark and indices data, static data. … platform providers to resolve issues in a timely manner with continual focus on enhancing processes. The Candidate 2 years Investment Operations experience within wealth/asset/investment management, or a similar position within wealth management or investment management. Proven experience of cash and stock reconciliations ...

solutions are used by over 5,000 organizations across the world’s largest industries, delivering tailored intelligence that supports strategic planning, innovation, risk management, and sustainable growth. Why join GlobalData? GlobalData is at a pivotal point in its growth journey and we need curious, ambitious, courageous people to support … Data Analyst, you will play a key role in developing and maintaining data products that support research across banking, payments, insurance, and wealth management. You'll transform complex datasets into intuitive, interactive Tableau dashboards, enabling internal teams and external clients to explore market trends and insights. Working closely with ...

Proven ability to map business requirements to target-state solutions and identify gaps, dependencies, and data implications to ensure complete solution coverage. Strong stakeholder management and communication skills, with the ability to translate complex finance and technology concepts into business language for Finance leadership and CFO-level stakeholders. Ability … insurance organizations). Familiarity with UK financial services regulatory reporting requirements, including PRA and FCA reporting frameworks. Experience working within UK banking, insurance, wealth management, or capital markets organizations. Knowledge of financial controls, governance, reconciliations, and audit requirements within regulated financial institutions. Experience supporting finance data sourcing, data ...

City (Hybrid) £ Highly competitive base with bonus and benefits Lead Data Engineer is sought by expanding central data platform team within a prestigious global wealth management organisation. This role offers the opportunity to help shape enterprise-wide data engineering standards, contribute to platform strategy, and build modern, scalable … adoption of emerging Microsoft Fabric capabilities. Design monitoring, disaster recovery, and business continuity strategies for critical data services. Promote effective data governance, metadata management, and catalogue standards. Mentor engineers and provide technical leadership across multiple data initiatives. Required Skills & Experience 5 years' experience in Data Engineering within cloud-based ...