2 of 2 Permanent Wealth Management Jobs in West London

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 ❯

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 ❯