1 to 25 of 64 Permanent Wealth Management Jobs in the UK excluding London

Writer Location : London Salary: Up to £45,000 per annum Bonus (depending on experience) Working as part of the team at an Appointed Representative of St. James’s Place Wealth Management Plc. An excellent opportunity has arisen for a Technical Administrator/Report Writer to work within a highly successful Wealth Management practice based in London. … working within a busy team and your role will include: Preparing illustrations and suitability letters for both new advice and ongoing plans Working with team to prepare cash flow management tools and use of FE systems Assisting existing functions with a variety of support tasks within paraplanning team Managing cases to completion and working with internal processing systems You … are looking to expand and develop You will be working towards your Diploma qualification or intending to start your studies immediately You will have some experience working within a Wealth Management Firm or IFA practice You are highly organised, self-motivated and can demonstrate initiative with good attention to detail You are IT proficient and have excellent English More ❯

desirable) IOC qualification or modules completed (desirable) Why join FNZ? At FNZ, you'll be part of a global fintech company that's transforming the future of investment and wealth management. We support our people with the tools and training they need to grow and thrive in their careers. Here's what you can expect: Competitive salary and annual … values your impact? Apply now to join FNZ as a Transfer Agency Administrator and help power the future of investment operations. About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but … complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under More ❯

Product Support Analyst - Wealth Management - London/Hybrid (Key skills: Product Support, Application Support, SQL, Client Management, Wealth Management, Investment Management, Troubleshooting, Stakeholder Engagement, Technical Analysis, Communication, Testing, Agile) Are you a curious, analytical problem-solver who thrives at the intersection of technology and client service? This could be the ideal opportunity to grow … your career in a fast-paced, high-impact environment. Our client is a rapidly growing investment software provider, working with some of the UK's most respected wealth management firms. As a Product Support Analyst, you will play a vital role in ensuring clients can confidently navigate and maximise the value of complex software systems. This role blends More ❯

Client Engagement & Support Manager - Financial Technology - London/Hybrid (Key skills: Client Engagement, Application Support, IT Operations, SLA Management, Stakeholder Management, Escalation Handling, Service Delivery, Relationship Management, JIRA, Wealth Management Technology, Digital Marketing Support, Team Leadership) Are you a client-focused leader who thrives on building trusted relationships, ensuring service excellence, and leading high-performing … teams? Do you want to work at the heart of a business serving some of the most respected names in the investment and wealth management sector? This role offers the perfect balance of operational leadership, client-facing engagement, and technical oversight. Our client, a rapidly expanding financial technology provider, is seeking a Client Engagement & Support Manager to lead … role, you'll act as the key liaison between clients and internal teams, managing escalations, providing regular service updates, and ensuring SLAs are consistently met. You will oversee ticket management and resolution workflows, lead service performance reviews, and champion client needs within the organisation. With a strong understanding of the platform's features, architecture, and core use cases, you More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

apply End Date: September 12, 2025 (25 days left to apply) job requisition id R4516 About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £119.6 billion in customer investments (as at end March … discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £119.6 billion in customer investments (as at end March … Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of More ❯

Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building … Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements … Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working More ❯

This role is a 12 month FTC The Company: An established and widely known Wealth Management firm. The Role: The Business Analyst will work with the Investment Operations and Custodian Services business teams to drive technological, regulatory and business improvements across the Investment Operations department. The successful candidate must have Business Analyst experience specifically within Investment Operations. The … Business Analyst will focus on implementing change within the Investment Operations function to meet the needs of a rapidly growing Wealth Management business, ensuring a smooth and efficient service is delivered to clients and business units. The Business Analyst will provide analytical support across the Investment Operations and Custodian department to keep pace with the changing environment. Support … Analyst experience specifically within Investment Operations. Advanced Excel (specific experience with data analysis) Experience with BI visualisation tools (e.g. Power BI) SQL is desirable, or a willingness to learn Wealth management and/or Financial Services experience, gained within an Investment Operations support environment Strong analytical skills with the ability to collect, organise, validate and draw conclusions from More ❯

This role is a 12 month FTC The Company: An established and widely known Wealth Management firm. The Role: The Business Analyst will work with the Investment Operations and Custodian Services business teams to drive technological, regulatory and business improvements across the Investment Operations department. The successful candidate must have Business Analyst experience specifically within Investment Operations. The … Business Analyst will focus on implementing change within the Investment Operations function to meet the needs of a rapidly growing Wealth Management business, ensuring a smooth and efficient service is delivered to clients and business units. The Business Analyst will provide analytical support across the Investment Operations and Custodian department to keep pace with the changing environment. Support … Analyst experience specifically within Investment Operations. Advanced Excel (specific experience with data analysis) Experience with BI visualisation tools (e.g. Power BI) SQL is desirable, or a willingness to learn Wealth management and/or Financial Services experience, gained within an Investment Operations support environment Strong analytical skills with the ability to collect, organise, validate and draw conclusions from More ❯

This role is a 12 month FTC The Company: An established and widely known Wealth Management firm. The Role: The Business Analyst will work with the Investment Operations and Custodian Services business teams to drive technological, regulatory and business improvements across the Investment Operations department. The successful candidate must have Business Analyst experience specifically within Investment Operations. The … Business Analyst will focus on implementing change within the Investment Operations function to meet the needs of a rapidly growing Wealth Management business, ensuring a smooth and efficient service is delivered to clients and business units. The Business Analyst will provide analytical support across the Investment Operations and Custodian department to keep pace with the changing environment. Support … Analyst experience specifically within Investment Operations. Advanced Excel (specific experience with data analysis) Experience with BI visualisation tools (e.g. Power BI) SQL is desirable, or a willingness to learn Wealth management and/or Financial Services experience, gained within an Investment Operations support environment Strong analytical skills with the ability to collect, organise, validate and draw conclusions from 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 ❯

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 and technology processes. The organisation prides themselves on their strong … the ability to work with senior-level stakeholders, ideally with some experience of mentoring and training BAs previously. Experience working in the financial services industry is preferable; knowledge of wealth management is highly desirable. What you'll get in return £65,000 basic salary + bonus Several, including a 25-day holiday and 9% pensionHybrid working 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 and technology processes. The organisation prides themselves on their strong … the ability to work with senior-level stakeholders, ideally with some experience of mentoring and training BAs previously. Experience working in the financial services industry is preferable; knowledge of wealth management is highly desirable. What you'll get in return £65,000 basic salary + bonus Several, including a 25-day holiday and 9% pension Hybrid working 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 and technology processes. The organisation prides themselves on their strong … the ability to work with senior-level stakeholders, ideally with some experience of mentoring and training BAs previously. Experience working in the financial services industry is preferable; knowledge of wealth management is highly desirable. What you'll get in return £65,000 basic salary + bonus Several, including a 25-day holiday and 9% pension Hybrid working 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 and technology processes. The organisation prides themselves on their strong … the ability to work with senior-level stakeholders, ideally with some experience of mentoring and training BAs previously. Experience working in the financial services industry is preferable; knowledge of wealth management is highly desirable. What you'll get in return £65,000 basic salary + bonus Several, including a 25-day holiday and 9% pension Hybrid working 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 and technology processes. The organisation prides themselves on their strong … the ability to work with senior-level stakeholders, ideally with some experience of mentoring and training BAs previously. Experience working in the financial services industry is preferable; knowledge of wealth management is highly desirable. What you'll get in return £65,000 basic salary + bonus Several, including a 25-day holiday and 9% pension Hybrid working More ❯

Developer) We have several fantastic 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 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯

Developer) We have several fantastic 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 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯

Developer) We have several fantastic 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 9, JavaScript, React, Angular 19, Microservices, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

Developer) We have several fantastic 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 9, JavaScript, React, Angular 19, Microservices, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

Developer) We have several fantastic 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 9, JavaScript, React, Angular 19, Microservices, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

Developer) We have several fantastic 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 SQL Server. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

data warehousing, Python Scripting and an advanced knowledge of Excell. Ideally you will have experience of providing a comprehensive insight in a financial services organisation such as insurance, pensions, wealth management or investment management. To be a success in this role in addition to the detailed experience of SQL, Python and Excell you will also need excellent communication … and stakeholder management skills to be able to get a clear understanding of the reporting requirements and deliver a comprehensive reporting suite that gives genuine insight and enables the business to make evidence based decisions. This is an opportunity to join an organisation with an excellent reputation as an employer. They have a track record of investing in the … data warehousing, Python Scripting and an advanced knowledge of Excell. Ideally you will have experience of providing a comprehensive insight in a financial services organisation such as insurance, pensions, wealth management or investment management. To be a success in this role in addition to the detailed experience of SQL, Python and Excell you will also need excellent communication More ❯