1 to 25 of 37 Permanent Wealth Management Jobs in the South East

Role: Senior Manager – Wealth Management Location: London, UK Accenture is a leading global professional services company, providing a broad range of services in strategy and consulting, interactive, technology and operations, with digital capabilities across all these services. With our thought leadership and culture of innovation, we apply industry … to all of us.” – Julie Sweet, Accenture CEO As a team: In the UK, Accenture works with many of the leading firms in the wealth management sectors. Fast- changing regulation, changing direct and institutional investor expectations, and technology innovation are trends that are having a significant impact on … and operation models of these firms. Accenture’s unique position, at the intersection of business and technology, means that more and more investment and wealth managers are turning to us for help with their most important business and technology investments. As a senior manager within Accenture’s Wealth More ❯

Consulting Manager - Wealth Strategy London (2/3 days a week in the office) Up to £90,000 plus benefits. Shape the Future of Wealth Management Are you a strategic thinker with deep expertise in the savings and retirement sector? Do you excel at advising executive-level … most pressing business challenges? We are seeking a highly knowledgeable individual to join a dynamic team focused on providing strategic advisory services within the Wealth Management industry. Key Responsibilities: Work with executive-level clients to develop strategic plans addressing growth, efficiency, and transformation. Advise on target operating model … design and core system evolution. Leverage deep understanding of the Wealth Management landscape and key industry trends. Apply knowledge of core technologies (wealth platforms, policy systems) to business solutions. Contribute expertise in operational models and service improvement (including automation). Understand the interconnectedness of digital experience, operations More ❯

Role Requirements Collaborate closely with clients to enhance their operational efficiency and effectiveness. Engage in consulting within the Asset & Wealth Management sectors, focusing on Operating Model Design and Implementation, Core Platform Technology, or Private Investment Markets. Deliver complex transformation projects, ensuring successful outcomes for clients. Design future state … and leadership. This job will suit you if: You have a passion for solving complex problems and creating impactful solutions in the Asset and Wealth Management sector. You possess experience in consulting within the Asset & Wealth Management sectors and have knowledge of the full value chain … Front Office, Middle Office, Back Office). You have proven expertise in 2-3 functions within the Asset & Wealth Management value chain, both internal and outsourced. You have experience as a Programme/Project Manager or Workstream Lead for large complex projects. You are skilled in designing and More ❯

Full Stack Developer - Private Banking/Wealth Management - London, UK A global wealth management platform is seeking a Full-Stack Developer to contribute to its cutting-edge Client Lifecycle Management (CLM) platform. We’re looking for someone passionate about software development, with a balance of … Good understanding of SQL databases, including modeling, performance tuning, and security Nice to Have Familiarity with Microsoft Dynamics CRM Experience in financial services or wealth management environments Exposure to Azure cloud services: Service Bus, Key Vault, Table Storage, etc. Microsoft certifications are a bonus More ❯

Data Management Manager (Investment & Wealth Management) London - Hybrid £80,000 - £94,000 A leading consulting firm is expanding its Data Management team within the Investment Management and Wealth sector. With over 150 professionals already embedded, the team is responding to growing client demand for … stronger data foundations to enable future AI and automation initiatives. The Opportunity This role will oversee and deliver complex data management programs, and support clients modernising from traditional systems like Aladdin to newer platforms such as State Street Alpha, and must be comfortable navigating a range of vendor solutions. … play a critical role in building trust and long-term relationships with business and technical leaders. What You'll Need Strong background in investment management or wealth platforms, with a clear understanding of how data flows across the front, middle, and back office — particularly in relation to the More ❯

to join the business as it enters a new phase of expansion and product innovation. This firm is redefining the way Investment Banking and Wealth Management clients approach operational efficiency, with a unique suite of tools designed to modernise and automate Client Lifecycle Management processes. We’re … a deep understanding of the product suite and how it addresses client pain points Build strong relationships with decision-makers at Investment Banks and Wealth Management firms Collaborate closely with internal product and delivery teams to tailor solutions for client needs Maintain an active pipeline of new business … of 6 years’ experience in B2B technology sales, specifically selling software into the financial services industry Strong network and knowledge across Investment Banking and Wealth Management sectors A proven track record of exceeding sales targets and closing complex deals Excellent communication skills and the ability to engage with More ❯

DATA MANAGEMENT CONSULTANT CENTRAL LONDON - 3 DAYS PER WEEK £90,000 We are partnered with a Global Consultancy supporting their Investment Management practice, following a recent strategic acquisition that has significantly enhanced their capabilities. They are looking to implement a critical data management solution for their investment … firms. They are seeking a driven Data Management Consultant to lead teams and workstreams on impactful projects. THE TEAM: As part of our Investment practice, their team specialises in providing a platform for their clients to help manage data solutions. They have a strong strategic partnership with key industry … vendors in the data management space and are experiencing high demand due to their successful involvement in major industry programmes. This is an exciting time to join as they build the capacity to deliver significant client programmes and expand the capabilities across various leading investment management platforms. THE More ❯

DATA MANAGEMENT CONSULTANT CENTRAL LONDON – 3 DAYS PER WEEK £90,000 We are partnered with a Global Consultancy supporting their Investment Management practice, following a recent strategic acquisition that has significantly enhanced their capabilities. They are looking to implement a critical data management solution for their investment … firms. They are seeking a driven Data Management Consultant to lead teams and workstreams on impactful projects. THE TEAM: As part of our Investment practice, their team specialises in providing a platform for their clients to help manage data solutions. They have a strong strategic partnership with key industry … vendors in the data management space and are experiencing high demand due to their successful involvement in major industry programmes. This is an exciting time to join as they build the capacity to deliver significant client programmes and expand the capabilities across various leading investment management platforms. THE More ❯

Your new company An opportunity has arisen to join a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners. They have recently gone through a large organisational change and are in the process of transforming their business … Experience of working independently and as part of a team and showing excellent collaboration is key. Knowledge of the financial services industry, in particular wealth management, would be highly desirable. Some testing experience is also required. What you'll get in return Competitive basic salary + bonus Several More ❯

of automated test scripts using Selenium and Java. Provide expertise in Appium framework based on Selenium for mobile application testing. Implement and maintain test management tools to track and report on testing progress. Collaborate with cross-functional teams to ensure comprehensive test coverage. Utilize Agile methodologies to manage and … prioritize testing tasks. Conduct thorough testing of Funds Management , fund administration , client onboarding , fee billing Accounting & Reporting functionalities. Manage test environments and ensure they are configured correctly for testing activities. Provide detailed test reports and documentation to stakeholders. Identify and mitigate risks associated with testing activities. Drive continuous improvement … and testing techniques. Essential Skills and Experience : Possess strong experience of in investment banking, securities. Have a solid understanding of Agile Methodologies and Test Management Tools. Show proficiency in Test Management Exhibit knowledge of Multifonds , GTAP, calypso, TLM, tradeflow, icon applications Have domain experience in Asset & Wealth More ❯

Business Intelligence Analyst Contracting - Initially 6 months, with the potential for extension Remote working We are Succession Wealth , from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We … have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. We are currently seeking an experienced Business Intelligence Analyst to support our dynamic Business Intelligence team in providing 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 Azure SQL. 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 Azure SQL. 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 Azure SQL. Our client will provide training in: .NET More ❯

seeking a highly skilled Business Process Analyst to join our team, working on a long-term digital transformation programme with one of our largest wealth management clients. This role focuses on a client portal project aimed at providing their clients across the banking and investments product range with … and testing teams by clarifying requirements and ensuring alignment with business goals. Identify risks, issues, and dependencies, and provide proactive solutions. Contribute to change management activities, ensuring smooth adoption of new systems and processes. Key Skills & Experience: Proven experience as a Senior Business Analyst in digital transformation programmes, ideally … within the wealth management or financial services sector. Strong background in client portal projects or similar digital platforms. Strong understanding of process mapping methodologies (e.g. BPMN) and tools (e.g. Visio, Lucidchart) Experience in digital transformation programmes, preferably involving CRM, workflow automation, or client onboarding solutions Exceptional stakeholder management More ❯

looking to grow their team substantially as part of their structured growth plan. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach. In the last couple of … can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good … ideal skill set would look like the following: Strong academic background 1-5 years’ experience in a role that includes financial modelling Exposure to Wealth Management e.g., financial planning for private clients is advantageous but not essential Strong understanding (or interest in) of the private banking and asset More ❯

Sterlings are currently partnered with a Wealth Management Company who are currently seeking an Application Support Team Lead who will be responsible for leading a team of technical specialists across a range of vendor and internally developed financial applications. The team lead will be responsible for the prioritisation More ❯

experience) + excellent benefits package including up to 10% bonus My client are a start-up created within and as part of a large wealth management firm, so you have all the benefits of a start-up environment without the instability and inconveniences! It's an exciting environment … ll be part of a high-quality Software Engineering team working with the latest tech to integrate my client's new, bespoke, in-house wealth management software with a queue of new clients while starting to plan for V2, alongside contributing your own ideas for future functions and More ❯

Associates support the Delivery team with data analysis projects for clients in the financial services industry with a focus across areas such as Asset & Wealth Management, Corporate and Investment Banking, and Commercial Banking. The role involves handling and examining large data sets, and using these to share benchmarking … take responsibility for their own deliverables ranging from periodic benchmarking activities to bespoke client projects and industry roundtables. Additionally, they may assist with the management of client accounts and support the development of internal initiatives such as knowledge sharing groups, process improvements or organising social activities. While oversight is … BCG since 2015. Expand provides peer benchmarking and research to the world’s leading financial institutions – across banking, capital markets, private equity, and asset & wealth management segments, and more recently ESG. Our capabilities focus on measuring firms’ performance from a technology, operations, and human capital perspective looking at More ❯

TM1 Developer 💼6 month Contract, Inside IR35 📍London, hybrid Our client is a leading wealth management firm who are looking for TM1 developer to join their FP&A team for a 6 month contract. The chosen contractor will need to demonstrate an aptitude for working in a team … contracting within the FP&A market. Excellent communication skills and affinity for working with technical and non-technical stakeholders. Demonstrated knowledge of financial services, wealth management or private equity. If you're interested, please apply here or send your CV directly to bethany.jones@wearecodex.team More ❯

Data Analyst | Wealth & Asset Management Salary: Up to £50,000 plus generous package Location: London, Hybrid (3 days per week onsite) Position: Permanent I'm partnered with an ambitious and fast-growing wealth management group, backed by private equity and actively expanding through strategic acquisitions. This … business that combines the agility of a scale-up with the backing and stability of a well-capitalised, established firm. Their modular approach to wealth services has positioned them as a major disruptor in the UK financial services space. As part of this transformation journey, they are looking to … key stakeholders, ensuring alignment and structured decision-making Identifying and driving improvements across operational workflows Skills and Qualifications: Experience in a technology operations, business management, or data-driven strategy role Financial experience across budgeting, variance analysis, and cost tracking; ideally with an accounting qualification (CIMA, ACCA, ACA) or equivalent More ❯

and business teams. 🌟 Design and implement Scrum practices, leveraging tools like JIRA and Confluence for streamlined project management. 🌟 Demonstrate excellent communication, presentation, and stakeholder management skills. 🌟 Bring expertise in Financial Services, with a focus on areas such as Wealth Management, Investments, Asset Management, or Insurance. 🌟 Foster More ❯

Identity & Access Management Analyst Location: Southampton or London Salary: 50,000 - 55,000 base + Bonus + Good Benefits Package 2-3 days in the office We are currently recruiting for two Identity and Access Management (I&AM) Analyst positions to join a leading financial services organisation in … Southampton. This company is a major player in the wealth management sector, overseeing significant customer investments and offering a range of financial services. They are committed to innovation and customer-centricity, making this an exciting time to join their team. As an IAM analyst, you will play a … to understand system requirements for IAM Skills and Experience Experience in IAM process development, improvement and fulfilment. Strong understanding of IT security and service management best practices. Excellent analytical and communication skills. Ability to analyse processes, identify control requirements and design processes Experience of Identity Management and Governance More ❯

Identity & Access Management Analyst Location: Southampton or London Salary: £50,000 -£55,000 base + Bonus + Good Benefits Package 2-3 days in the office We are currently recruiting for two Identity and Access Management (I&AM) Analyst positions to join a leading financial services organisation in … Southampton. This company is a major player in the wealth management sector, overseeing significant customer investments and offering a range of financial services. They are committed to innovation and customer-centricity, making this an exciting time to join their team. As an IAM analyst, you will play a … to understand system requirements for IAM Skills and Experience Experience in IAM process development, improvement and fulfilment. Strong understanding of IT security and service management best practices. Excellent analytical and communication skills. Ability to analyse processes, identify control requirements and design processes Experience of Identity Management and Governance More ❯

Because that’s what drives you to be better, be more and ultimately, be more fulfilled. Position: - Account Delivery Head Business Line:- HCLTech Confinale Wealth Solutions Location- London, UK Job Type- Hybrid Full time Employment - Permanent Position Overview The position requires delivery of portfolio of projects for a key … and then help in executing it meticulously Is proactive and the ultimate escalation point on all matters related to all projects undertaken and team management Establishe and maintains excellent relationships with customer/HCWS stakeholders Managing & Reporting – Scope, Change Requests, Contractual Milestones, status to internal and external stakeholders Hiring … and retaining the best talent, performance management Resource planning and balanced resource utilization across different Projects An Ideal candidate has the following credentials Total 10 to 15 years of overall IT experience, out of which at least 3 years at a senior management level. Atleast 5 years of More ❯