1 to 25 of 97 Permanent Wealth Management Jobs in the UK

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 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 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 ❯

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 ❯

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 ❯

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 ❯

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 ❯

the development and optimisation of the integration plan across people, processes and systems. This is a permanent role, with hybrid working based in Manchester. If you come from a wealth management background with experience of M&A integrations, this may be the role for you! Description Design and implement post-acquisition integration strategies, covering Day 1 activities, the … employee engagement, and synergy realisation. Serve as a key escalation contact for any challenges arising during the integration process. Provide consistent status reports and progress updates to the senior management team. Profile 3+ years in project/integration management, within a wealth management or IFA business. Strong understanding of IFA/wealth management operations. … Experience managing complex, multi-workstream projects. Excellent communication and change management skills Job Offer Salary range of £70,000 - £90,000 DOE Hybrid working Pension scheme Plus many more amazing benefits More ❯

OTE This is an exciting role for a dynamic, strategic sales professional who can drive SaaS revenue growth, engage senior decision-makers, and close high-value deals within the wealth management and financial services industries. What Were Looking For 57 years of SaaS sales experience, within fintech, wealth management, or financial services. A proven track record … the ability to influence at a senior level Skilled in negotiation and closing complex, high-value deals. Proficiency in modern CRM tools Nice to have: Experience with Client Lifecycle Management platforms or similar SaaS solutions. Knowledge of wealth management, private banking, or asset management. Why Apply? Excellent basic and uncapped commission, realistic to earn 200k Hybrid working More ❯

delivering the firm's data strategy. You'll design and implement a scalable, Group-wide data platform - creating a single source of truth across multiple business divisions, including Investment Management, Wealth Planning, Operations and Finance.This role offers exceptional visibility and autonomy, ideal for someone who enjoys both hands-on technical work and strategic influence. Key Responsibilities Lead a … technical expertise in SQL , Power BI (or similar tools), and data warehousing. Proven experience in building or implementing a data warehouse solution. Solid understanding of data challenges within the Wealth Management or Financial Services sector. Excellent communication and stakeholder management skills. Strategic thinker with a hands-on approach to delivery. Keywords & Beneficial Experience: Data Manager, Data Warehousing … SQL, Power BI, Wealth Management, Financial Services Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program More ❯

delivering the firm's data strategy. You'll design and implement a scalable, Group-wide data platform - creating a single source of truth across multiple business divisions, including Investment Management, Wealth Planning, Operations and Finance. This role offers exceptional visibility and autonomy, ideal for someone who enjoys both hands-on technical work and strategic influence. Key Responsibilities Lead … technical expertise in SQL , Power BI (or similar tools), and data warehousing. Proven experience in building or implementing a data warehouse solution. Solid understanding of data challenges within the Wealth Management or Financial Services sector. Excellent communication and stakeholder management skills. Strategic thinker with a hands-on approach to delivery. Keywords & Beneficial Experience: Data Manager, Data Warehousing … SQL, Power BI, Wealth Management, Financial Services Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program More ❯

Job Title: Business Intelligence (BI) Developer Location: London, (2/3 days a week onsite in Marylebone) Salary: £55,000 - £60,000 with benefits Industry: Wealth Management About the Company Our client is a boutique wealth management firm based in the heart of London, managing over $4 billion in investment funds. With a close-knit team … the subject matter expert for all things data and BI within the firm Skills & Experience Proven experience as a BI Developer or Data Engineer in a financial services or wealth management environment Strong proficiency in Power BI, DAX, and data visualization best practices Advanced SQL skills and experience with relational databases Hands-on experience with Azure (e.g., Azure More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible … environment empowers our colleagues to reach their full potential. Job description: This is an excellent opportunity for an ambitious Product Manager with a broad knowledge of Private Banking and Wealth Management to join us. You will support clients by understanding their goals, and by applying your market expertise in tandem with your awareness of what technology can offer. More ❯

WHO WE ARE Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our … you have the guts to change everything, this is the place for you. AFS has received a number of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards 2021 Most Innovative Companies - presented by Fast Company 2021 Best API & Best Trading Technology - presented by Global Fintech Awards ABOUT THIS … is right for you, we encourage you to apply! Our people make all the difference in our success. At Apex Fintech Solutions, we're transforming the future of digital wealth management by seamlessly connecting financial platforms and simplifying access to financial markets for millions. Client Developer Experience Mission: Provide frictionless tools, documentation, and support to client developers so More ❯

Want to become a go-to CRM configuration specialist , while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management/IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism. Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant Location Remote … such as Curo Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact. What you'll need: Hands-on experience configuring CRM systems - Ideally in Wealth Management Strong analytical skills to translate business needs into solutions Confident communicator with client-facing experience Any experience of knowledge of Python, SQL or APIs for automation 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 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 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 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 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 ❯

Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space. Role - Manager, Data Services aka Data Manager, Data Solutions Manager Location - Fully remote - Flex Start/Finish Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan … in financial services and influence strategy at leadership level. What you'll need: Strong track record in d ata migration & BI Knowledge of data governance, data quality and lifecycle management Proven leadership and people management experience Background in financial services (ideally wealth/asset management) Nice to have's Experience of Curo, Intelligent Office, Xplan, Plannr … Wealth Dynamix or similar systems for the IFA/Financial Advice Industry would be advantageous Experience of AI/ML (this role will be central to the strategy for this going forward) Interested? Please send your cv for a swift response More ❯

Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space. Role - Manager, Data Services aka Data Manager, Data Solutions Manager Location - Fully remote - Flex Start/Finish Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan … in financial services and influence strategy at leadership level. What you'll need: Strong track record in d ata migration & BI Knowledge of data governance, data quality and lifecycle management Proven leadership and people management experience Background in financial services (ideally wealth/asset management) Nice to have's Experience of Curo, Intelligent Office, Xplan, Plannr … Wealth Dynamix or similar systems for the IFA/Financial Advice Industry would be advantageous Experience of AI/ML (this role will be central to the strategy for this going forward) Interested? Please send your cv for a swift response More ❯

while serving as senior subject-matter experts. As a manager, Practice Managers lead teams of consultants who are subject-matter experts in the implementation of the Charles River Investment Management Solution (CR IMS). Hiring and staff development of team members as well as all administrative responsibilities including objectives, reviews, promotion recommendations and time & expense approval. Utilisation of their … The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform … quality by clearly communicating defects to Technical Support and Product Management. What we value Experience managing investment professionals. Experience managing consulting teams is preferred. Experience supporting or implementing investment management solutions within a bank, hedge fund, asset manager or wealth management firm. Experience with order management and compliance solutions is especially valuable. Knowledge of all asset More ❯

Improvement• Identify recurring issues, process inefficiencies, or delivery gaps and implement solutions to improve delivery capability and scalability.• Champion standardization of delivery practices across accounts and regions.5. Risk & Compliance Management• Ensure all client engagements meet internal compliance and regulatory standards.• Proactively manage delivery risks and dependencies across accounts. Key Skills & Competencies: • Strong delivery/project/program management experience with enterprise or fintech clients.• Proven track record in managing complex client portfolios and cross-functional teams.• Excellent client-facing communication and relationship management skills (non-sales).• Ability to operate with a high degree of ownership, structure, and accountability.• Skilled at balancing strategic alignment with on-the-ground execution detail.• Data-driven decision making and dashboard … degree in Business, Finance, Technology, or related field (MBA is a plus).• 6-10 years of experience in fintech, SaaS, or financial services in delivery, client success, program management, or operations roles.• Experience managing multiple clients or programs in parallel, preferably in a regulated or tech-driven environment.• Certifications like PMP, Prince2, or Agile/Scrum are an More ❯