11 of 11 Permanent Wealth Management Jobs in Somerset

business as well as third parties to support and ensure successful execution across the Group. We are seeking a Business Analyst with strong wealth management and migration experience to join the Transformation team, this role will primarily support our platform transformation and migration programme, with a focus … data impacts are clearly understood, documented and successfully delivered. The successful candidate will play a critical role in shaping requirements, mapping end-to-end wealth management processes, assessing solutions and supporting readiness across business operations, technology teams, platform providers and external third parties. You will ...

innovate, collaborate, and create meaningful impact every day. Wealthtime is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth. About The Role The Transformation Team drives strategic, organisation … strategic platform transformation programme, with a specific focus on the delivery of a successful platform migration. The role requires expertise in project management, stakeholder engagement, and preferably experience within the UK platform and wealth management industry. The successful candidate will be a key part of the planning ...

Group, responsible for assets under advice of around £17bn and nearly 75,000 clients across platform, DFM and advice. Quanta Group provides a full wealth management service through three core businesses – an investment platform, financial planning and advice business, and a discretionary fund manager. Each business operates independently … award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. Copia Capital Management – a leading discretionary fund manager that works exclusively with advisers to provide a range of managed portfolio services. Craven Street Wealth – an award-winning ...

financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider. Introduction Servaada operates in the UK wealth and investment-platform market, supporting financial advisers and investors through platform technology, investment products, tools and associated servicing. Its propositions include tax-efficient wrappers such … Delivery therefore requires strong integration across business and technology change while protecting customer outcomes, regulatory obligations and continuity of service. Overview & Responsibilities The Programme Management Office Manager leads the governance, integration, control and executive reporting required to maintain delivery confidence across Servaada's Transformation Programme. The role creates ...

financial services regulator, to undertake regulated activities on behalf of its clients, as an outsourced service provider. Job Description Overview & Responsibilities The Programme Management Office Manager leads the governance, integration, control and executive reporting required to maintain delivery confidence across Servaada's Transformation Programme. The role creates the authoritative … cost, benefits, risks, dependencies, resources and readiness are managed as an integrated whole. Success requires strong programme PMO capability together with practical experience of wealth management, investment platforms or asset/wealth administration. This domain knowledge enables the role to challenge delivery positions intelligently and ensure that ...

team and drive the successful delivery of proposition, digital and regulatory change initiatives. This is an exciting opportunity to work at the forefront of wealth and investment platform transformation, delivering complex programmes that make a real impact for clients and customers. This is a new role which will … business and technology change programmes, including Agile delivery Strong track record delivering product, proposition and digital transformation initiatives Expertise across project planning, governance, RAID management, financial management, stakeholder management and delivery execution Comfortable operating in both Agile and Waterfall environments, tailoring delivery approaches to achieve the best ...

team and drive the successful delivery of proposition, digital and regulatory change initiatives. This is an exciting opportunity to work at the forefront of wealth and investment platform transformation, delivering complex programmes that make a real impact for clients and customers. This is a new role which will … business and technology change programmes, including Agile delivery Strong track record delivering product, proposition and digital transformation initiatives Expertise across project planning, governance, RAID management, financial management, stakeholder management and delivery execution Comfortable operating in both Agile and Waterfall environments, tailoring delivery approaches to achieve the best ...

Information Security on data protection and access controls. Specialist Skills, Qualifications and Experience Essential: Strong experience defining and delivering enterprise data strategies. Experience with Wealth Management systems and data. Deep understanding of data architecture, modelling, and governance frameworks. Hands‐on experience building data warehouses and data pipelines. Experience … knowledge of data integrity, quality tooling, and metadata management. Ability to translate business needs into data solutions and actionable insights. Strong organisational and stakeholder-management skills, with the ability to work across multiple teams and business units. Desirable: A background in IT operations and an understanding of IT Infrastructure ...

innovate, collaborate, and create meaningful impact every day. Wealthtime is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth. About The Role This role sits within the Financial … remediation, helping to strengthen Wealthtime's framework and supporting the business in achieving and maintaining regulatory compliance. Key Responsibilities Financial Crime Control Enhancement Programme Management Lead financial crime remediation initiatives across KYC and KYB activities. Work with SME’s to create detailed requirements for operational and technology enhancements. Develop ...

Wealthtime is seeking a Business Analyst to join our Transformation team, focusing on wealth management platforms and migration initiatives. You will map end-to-end processes, align business needs with data, and ensure client, adviser and operational impacts are clearly understood and delivered. You will collaborate across front ...

Wealthtime, a leading UK wealth management platform, seeks an experienced Project Manager to join the Transformation team and drive a major platform migration. You’ll coordinate cross‐functional workstreams, manage risks, and ensure delivery on time and within budget, while maintaining data integrity and consumer duty. The role ...