51 to 75 of 152 Permanent Wealth Management Jobs

The Company: Our client is a wealth management company, highly recognised with a fantastic reputation. The Role: TheCompliance Manager will Report into the Head of Compliance within the Wealth Management business. The Compliance Manager role will have an Investment Advisory focus. Working in the Bristol officeThe … Compliance Manager will monitor the regulatory environment for key regulatory initiatives relating to investment management, recommending, and implementing solutions. The Compliance Manager will provide a Compliance Advisory service & will support the Investment Management company on asset management issues including routine advice and resolution of issues relating to … updating of compliance policies and procedures to ensure fit for purpose and regulatory needs. The Compliance Manager will be responsible for monitoring of portfolio management compliance systems and will supporton investment platform issues. TheCompliance Manager will ensure all Investment breaches of FCA Rules are properly investigated, recorded and resolved. more »

role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol-based FTSE 250 Wealth Management company. You will … with other teams within the business and external companies Supporting the team's risk and control activities to ensure good client outcomes and risk management culture About you We invest in our teams - we don't require you to have a background in financial services. A successful candidate must more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

footprint with around 2,500 colleagues in 12 countries, and more than 160 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 … 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 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 SQL Server. 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 SQL Server. Our client will provide training in: .NET more »

The Company: Our client is a wealth management company, highly recognised and fantastic reputation. The Role: The Business Manager will work closely with the Front Office, specifically with the Client Services teams and senior stakeholders to drive business, technological and regulatory related improvements across the Client Services team. … The Business Manager will focus on developing strategic plans to support the Wealth Management firms long-term goals and help identify areas for improvement and implement change to increase efficiency to meet the needs of a rapidly growing business. The Business Manager will provide analytical support to the … Client Services Team across all aspects of the Wealth Management business The Business Manager will provide support/lead on IT Projects as required, be a key driver of change andwill act as point of contact for new investment services as required. The Business Manager will collaborate with more »

Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to … enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. The Associate Premier Wealth - Bilingual role handles inbound calls from new and existing Empower customers on all retail products and account types. The primary goal is to support more »

their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and more »

their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and 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 »

rigour. A hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Wealth clients engage us to solve their most complex problems, helping them to shape and deliver a strategy in response to new competition, the increased … deliver impact how and where it matters most.Connect to your opportunity As a Migration Lead, you'll be responsible for leading a team of Wealth specialists in delivering complex migration projects. Your expertise and mentorship will be crucial in developing our junior talent and ensuring project success. Join us … your consulting skills while making a positive impact on our team and clients.As a Manager, you will have responsibility to:Provide expert guidance on Wealth Platform technology and collaborate with clients to establish their technology strategy, future state-of-the-art systems, and implementation roadmaps. You'll have a more »

United Kingdom Trading Asset Management Job Reference # 297789BR City London Job Type Full Time Your role Do you have a track record in trading EMEA equities? Are you an ambitious, flexible and dynamic trader who has a can-do, positive and entrepreneurial spirit? We looking for an experienced … equity trader to join the award-winning UBS Asset Management London trading desk. You will be supporting a diverse set of strategies including both active and index management. We’re looking for an Equity Trader to: • provide high quality execution services in EMEA equities and ETFs • interface with and … trade for multiple portfolio management teams • collaborate with portfolio managers to develop a clear trade strategy, including cost forecasting, trade construction, and trade sizing • provide value-added commentary on security price action, market movements and macro themes. • provide oversight of transaction costs and operational risks across all macro securities more »

United Kingdom Compliance, Legal, Management and Business Support Group Functions Job Reference # 285986BR City London Job Type Full Time Your role • Advising UBS entities in UK, Jersey and Guernsey on data privacy matters and operational implications for the organization including advice on permissibility of personal data collection and … regulator reports on personal data processing records for all in-scope entities. • Prepare communication with and reporting to the local data protection supervisory authority. • Management and resolution of ad hoc issues and questions. • Support other Data Protection SME’s in the implementation of the Data Protection Office Processes that … with ability to synthesize and express complex issues into concrete outcomes. About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

React Developer - £60k + Equity I am currently working with an exciting AI company who are automating the entire report generation process for the wealth management and asset management space with their main aim to create a more collaborative workspace powered by AI. They are now looking more »

Self-employed Mortgage Adviser Needed! One of our highly successful and leading businesses, IBA Wealth Management Ltd, are currently seeking a mortgage adviser to join their team, on a self-employed basis. The company recognise the importance of flexible/hybrid working providing their staff the option to … from home or a mix • Support of Director – Who is a very experienced Investment & Pension advisers and industry person • Opportunity to go on a Wealth Journey with QFP Financial Adviser School and to transfer into their other business area doing Investment & Pensions as a restricted financial planner Key Words more »

per week in Central London Are you a talented Software Engineer looking to make a meaningful impact within a dynamic, growing and ethically minded wealth management firm? This B-Corp accredited Wealth Manager is seeking an experienced Software Engineer to be a key player in designing, developing more »

Are you a seasoned M&A professional with a proven track record in the wealth management industry? Do you possess the expertise and vision to drive successful mergers and acquisitions in this dynamic sector? If so, we have an exciting opportunity for you to join our esteemed client … professionals is committed to excellence, innovation, and fostering enduring relationships built on trust. Position Overview: As the M&A Director/MD specializing in wealth management M&A, you will play a pivotal role in spearheading our expansion in this rapidly evolving sector. We are seeking a visionary … leader with a deep understanding of the wealth management landscape, who can navigate the complexities of mergers and acquisitions to unlock value for our clients. Key Responsibilities: Lead and execute mergers, acquisitions, and divestiture transactions within the wealth management industry. Collaborate with clients to understand their more »

financial advisory firm, is seeking a talented and driven M&A Senior Analysts and Associates specialising in FIG M&A in the asset and wealth management sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the … asset and wealth management sectors, we want to hear from you. Candidates with a background in other Financial Institutions Group (FIG) sectors will also be considered. Responsibilities: Lead and execute M&A transactions within the asset and wealth management sectors, including financial analysis, due diligence, valuation … industry professionals, and key stakeholders to generate new business opportunities. Stay updated with industry trends, regulatory changes, and market developments related to asset and wealth management. Requirements: Bachelor's degree in finance, economics, or a related field. An advanced degree (MBA, CFA, etc.) is a plus. Extensive experience in more »

banking and financial advisory firm, is searching for a seasoned and accomplished Vice President (VP) specializing in FIG M&A covering the asset and wealth management sectors to enhance their team in London. If you are a VP with over six years of experience in the financial industry … particularly in FIG and asset and wealth management, we're eager to hear from you. Responsibilities : Spearhead and oversee M&A transactions within the asset and wealth management sectors, including conducting financial analysis, due diligence, valuation, and deal structuring. Develop and manage intricate financial models to … industry experts, and key stakeholders to cultivate new business opportunities. Keep abreast of industry trends, regulatory changes, and market developments pertinent to asset and wealth management. Requirements : Bachelor's degree in finance, economics, or a related field. Possession of an advanced degree (MBA, CFA, etc.) is advantageous. Extensive track more »

SALARY: 70-90K The Company An established and highly reputable Wealth Management firm based with the City of London. The Role The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and … the Front Office Investment & Financial Planning teams. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the Wealth Management business. The Sales Trainer will work alongside the Wealth Management firms sales leadership to identify areas of improvement and build … to better them. The Sales Trainer will design and deliver an effective new joiner’s proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »

Acquisition/Integration Support (Private client wealth management) City of London/Hybrid C £35,000 plus bonus and excellent benefits package The Opportunity Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function. This opportunity … would suit a candidate looking to launch their career in the wealth management sector and develop their operational and administration/Excel skills. As this business grows it will offer the opportunity to develop a long term career in the business. The Role You will be joining a … communication and meeting with vendors and income reconciliation together with numerous assorted tasks. You will gain exposure to all areas of the business and wealth management generally and develop relationships with stakeholders in the business. About you Whilst experience is advantageous in Wealth Management/Financial more »

Company Overview: Join a leading innovator in wealth management technology, dedicated to transforming how fund houses operate. We specialize in cutting-edge solutions that streamline processes, enhance decision-making, and deliver superior results. Our dynamic team is passionate about driving success for our clients and we are looking … Role Overview: We are seeking an experienced Sales Consultant to join our remote team in the London area. This role involves selling our advanced wealth management technology solutions to fund houses. The ideal candidate will have a strong network within the fund house space and a proven track … on industry trends and competitor activities. Collaborate with the marketing and product teams to optimize sales strategies. Requirements: Proven experience in sales, preferably in wealth management technology. Strong network connections within the fund houses space. Excellent communication, negotiation, and presentation skills. Ability to work independently and manage time more »

hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and Wealth Management clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … and associated critical paths, to deliver outcomes in a controlled and effective mannerParticipate fully within Deloitte to assist the growth of the Investment and Wealth Management practice, including supporting the firm’s commitment to creating a more diverse and inclusive cultureSupport business development work such as pre-sales … quality and timescalesLearn from the best in the BusinessConnect to your skills and professional experience Essentials:Experience working within a top-tier Investment or Wealth Management firm, or consulting firmExperience supporting delivery projects and programmesExperience working with the Charles River Development system across either functional areas or across more »

Technical Business Analyst - Wealth Management Our client, a leading financial services firm, is seeking an experienced Technical Business Analyst to join their UK Wealth Management IT team in an Application Delivery role. This is an exciting opportunity to drive innovative IT solutions and system changes that … and financial data formats/protocols (FIX, FIXML, SWIFT, etc.) Front-to-Back trade lifecycle knowledge, preferably cross-asset class In-depth understanding of Wealth Management domain (client lifecycle, order flows, asset viewing, reporting) Proven ability to produce precise specification documentation Excellent communication skills to explain technical concepts more »