12 of 12 Permanent Wealth Management Jobs in Slough

Sales Lead SaaS FinTech/Wealth Management/Banking £80,000-£100,000 - £200k OTE London - Twice a week in the office I’m currently working with a well-established London FinTech wealth-management SaaS business, who are looking for a Sales Lead to join their growing team in London! The business develops a variety of … office in London but have a further 4 worldwide. Work with some of the largest FinTech companies globally. Host a variety of SaaS products aimed at large-scale FinTech & Wealth Management companies. Recently launched smaller scale products to cover the entire market which has proven hugely successful. Award winning business and part of a wider wealth-management More ❯

Sales Executive SME/Large Enterprise SaaS London (Hybrid) £90K base x 2 OTE uncapped This is a fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. After strong traction with mid-market customers, the business is now building out its enterprise function, targeting national networks and large advisory … experienced with self-gen leads – there’s an increasingly powerful marketing effort but no SDR function, yet. What you’ll do Build and close new business with top-tier wealth management firms Manage the full sales cycle from prospecting to close. Tailor complex value propositions to multi-stakeholder buyers. Collaborate with marketing, product, and leadership on go-to … market strategy. Maintain accurate forecasting and pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and More ❯

Business Development & Partnerships Manager – Re.LoA Location: UK (remote with frequent travel) Reports to: CEO/Commercial Director Industry Focus: Financial Advisory, Wealth Management, Pension Transfers About the Role We are looking for a driven and well-connected Business Development & Partnerships Manager to spearhead our growth in the UK financial advisory and wealth management vertical. This person … in the adviser tech and RegTech space. Contribute to case studies, webinars, and whitepapers in collaboration with marketing. Key Skills & Experience Strong network in the UK financial advisory/wealth management industry (essential). Proven track record in business development, partnerships, or sales within financial services, fintech, or adviser networks. Experience running or representing companies at industry events More ❯

Business Sales Executive SME/Large Enterprise SaaS City, London (Hybrid) Circa £90K base x 2 OTE uncapped This is fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. Think lead-gen for wealth managers and the demand is huge! After exceptional traction with small and mid-market … brand recognition – your role is the full cycle from outreach to contract negotiation to close. What you’ll do Build and close new business with a wide range of wealth and asset management firms. Manage the full sales cycle from prospecting to close. Collaborate with marketing, product, and leadership on go-to-market strategy. Maintain accurate forecasting and … pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and larger deal cycles. Excellent communication skills More ❯

Principal Architect – Front Office & Investment Platform Strategy Global Investment & Wealth Platform Transformation | London Up to £135,000 + Bonus & Full Benefits | Hybrid This is a strategic, front-office-aligned architecture role shaping the evolution of a multi-billion-dollar investment management platform. You’ll operate at the intersection of technology, data, and business value—driving change across portfolio … management, trading, risk, compliance, and client operations. The remit demands a commercially astute technologist who can influence senior stakeholders, challenge legacy thinking, and drive measurable outcomes through enterprise architecture and platform modernisation. The Role Lead architecture and design for an enterprise-scale front-to-back investment management platform, ensuring seamless integration across trading, risk, performance, and operations. Oversee … digital investment operations. Engage senior business sponsors and C-suite stakeholders , translating complex architecture into business outcomes and total-cost-of-ownership advantages. Champion data-driven decisioning across investment management, using benchmarking and insights to accelerate adoption. Drive SaaS and cloud transformation , shaping roadmaps that unlock economies of scale and enable future AI/ML-driven capabilities. Mentor cross More ❯

Bloomberg, Refinitiv, Calypso, Kondor+) and downstream systems. Ensure smooth end-to-end trade lifecycle from capture to settlement. Support development of interfaces for regulatory and compliance reporting. Change & Incident Management Analyze and resolve production issues within the Avaloq treasury domain. Provide 3rd-level support and root cause analysis for system defects. Collaborate with cross-functional teams on system upgrades … frameworks. Domain Knowledge Solid understanding of Treasury operations, including FX spot/forward, swaps, MM deposits/loans, repos, and derivatives. Knowledge of front-to-back trade lifecycle, risk management, settlement, and accounting. Exposure to regulatory reporting (EMIR, MiFID, Dodd-Frank) and compliance in treasury environments. Other Skills Experience with Avaloq integration frameworks (AIS, APS, ACP tools, Web Services … PL/SQL). Familiarity with Agile methodologies (Scrum, SAFe, Kanban). Excellent problem-solving skills and ability to work in a fast-paced environment. Strong communication and stakeholder management skills. Nice-to-Have Skills Description: Avaloq certification (ACP - Core/Treasury). Previous experience in Wealth Management/Private Banking environments. Exposure to Cloud-based Avaloq More ❯

The ideal candidate will have hands-on experience with Selenium (Python), Postman, SQL, and a solid understanding of quality assurance best practices. Exposure to fund accounting, fund administration, or wealth management domains is a strong plus. Key Responsibilities: Lead and execute end-to-end testing of web and mobile applications. Design, develop, and maintain automation test scripts using … in Selenium with Python for automation. Solid understanding of API testing using Postman or similar tools. Strong command over SQL for data validation and backend testing. Experience with test management tools like JIRA, TestRail, or similar. Familiarity with CI/CD pipelines and integration of automated tests. Excellent analytical and problem-solving skills. Strong communication and documentation skills. Nice … to Have: Domain knowledge in fund accounting, fund administration, or wealth management. Experience with performance testing tools (e.g., JMeter, LoadRunner). Exposure to cloud platforms (AWS, Azure) and containerized environments (Docker, Kubernetes). ISTQB or equivalent certification. More ❯

Leeds) Salary: £60,000 - £70,0000 Consultant: Mags Rendle Excellent career opportunity! The Organisation TDRC are excited to be once again working with one of the UK’s leading Wealth Management firms. Through their robust infrastructure, cutting edge technology, and exceptional support, they are delivering an excellent and reliable service to their continuously expanding client base. They are … teams to translate business requirements into robust technical solutions. Mentor and support data engineers, ensuring adherence to engineering best practices. Participate in Agile delivery using Azure DevOps for backlog management, sprint planning, and CI/CD. Technical Skills Azure Data Factory: Expert in building, automating, and optimising ETL pipelines. Azure Synapse Analytics: Strong experience with dedicated SQL pools, data … data structures, storage layers, and integration for analytics. Microsoft Fabric (Emerging): Contribute to the organisation’s transition and adoption strategy. Git/Azure DevOps: Skilled in version control, release management, and CI/CD. Azure Machine Learning (Desirable): Experience applying or integrating ML models to enhance analytics. ChatGPT/Copilot Integrations (Desirable): Experience leveraging AI for data automation and More ❯

on Xapien to turn days of manual research into trusted insights, delivered in minutes. Our momentum so far Customers in a diverse range of industries, with particular growth in wealth management, insurance, financial services and supply chain onboarding. Demand accelerating beyond our UK headquarters, across multiple continents with new customers in the Middle East, Asia, and Oceania. Why More ❯

Contractor inside IR35 Location: Hybrid – 3 days/week onsite, 2 days remote We’re urgently seeking a seasoned Paladign/Mainframe Developer to support and enhance a core wealth management system used by our client in the financial services sector. Key Responsibilities: Analyse business requirements and develop software solutions on IBM i (AS/400). Maintain More ❯

on Xapien to turn days of manual research into trusted insights, delivered in minutes. Our momentum so far Customers in a diverse range of industries, with particular growth in wealth management, financial services and supply chain onboarding. Demand accelerating beyond our UK headquarters, across multiple continents with new customers in the Middle East, Asia, and Oceania. Why this … skills & experience: Must-haves to be successful in this role: Strong copywriting – Confident writer with the ability to produce clear, engaging content in our brand tone of voice. Project management & communication – Able to take briefs, prioritise work, and keep stakeholders updated. Creative eye – You care about storytelling and design and know how to make content feel fresh and high More ❯

Our Client Octopus-owned embedded investment platform that’s reshaping the future of wealth management. A certified B-Corp with strong product-market fit, they’re scaling rapidly and backed by the £multi-billion Octopus Group (home of Octopus Energy, Octopus Investments, and Octopus Money). With a mission to open up investing and transform a traditionally outdated industry … looking for FOUR Enterprise Account Execs to join their business and help scale out the business. What You’ll Do Own and close complex, high-value deals with banks, wealth managers, and fintechs Lead end-to-end enterprise sales cycles: navigating compliance, procurement, and senior stakeholders Shape go-to-market strategy for new products, segments, and growth initiatives Partner … etc.) 🎁 Perkbox discounts + sabbatical after 8 years What You’ll Need Proven track record in enterprise SaaS financial technology sales (multi-stakeholder, complex deals) Experience in fintech, FS, wealth/investment platforms, asset management or financial infrastructure Strong knowledge of the financial services ecosystem and regulatory environments Commercial mindset with consultative selling skills - established industry relationships is More ❯