6 of 6 Wealth Management Jobs in Bristol

Excited to grow your career? Our purpose is to help Britain build wealth, with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. We know that sometimes people can be put off applying for a job if they … skills or experience we're looking for, please go ahead and apply. We'd love to hear from you! About the role The Workforce Management (WFM) Lead is the single point of accountability for workforce planning across Hargreaves Lansdown's Premium Services operation. Supporting a specialist team of approximately ...

growth. About You Significant experience in senior technology leadership roles within large-scale, regulated environments - ideally in Retail Banking and/or Asset and Wealth Management; covering Deposits, Card/SWIFT Payments, Pay By Bank, Faster Payment Service (FPS). Track record of managing and scaling high-performing … tools and practices. Exposure to Figma and Vercel is a great plus. Experience leading engineering efforts across legacy and modern technology stacks. Excellent stakeholder management skills, with the ability to influence and align cross-functional teams. Strong technical degree from a reputable university is highly desirable. Tech Stack Java ...

improve campaign performance and customer outcomes. Experience developing and executing CRM plans from concept through to delivery. Previous experience working within Financial Services , Wealth Management, Investments, Pensions or another regulated environment. Experience engaging premium, affluent or high-net-worth (HNW) customer segments would be highly desirable. Excellent stakeholder … management and communication skills. Ability to translate commercial objectives into effective CRM activity and measurable outcomes. Why Apply? Opportunity to lead the optimisation of a recently implemented Braze platform. Play a pivotal role in launching a new customer proposition and engagement programme. Work with improving data capabilities and sophisticated ...

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 Wealth Management company. You will join … 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 ...

working with a growing wealth management business in Bristol to recruit a Platform Administration Manager. This is a great opportunity for an experienced platform professional to take ownership of the day-to-day operation and development of an investment platform, while leading a Platform Administration team. The Role … controls, reconciliations and service levels Supporting adviser relationships and acting as a key escalation point Overseeing model portfolios, DFM relationships and fee accuracy Producing management and governance reporting Leading platform training for advisers and support teams Using AI, data and technology to improve efficiency and client outcomes Working with ...

supportive and collaborative community through knowledge-sharing and peer-level support, coaching and mentoring What you can expect ð Be part of our management team, helping shape and launch new service propositions while driving strategic business growth. Lead business development initiatives —building trusted client relationships, owning outcomes, and delivering … solutions for complex client challenges. Strong understanding of the defence sector, with experience across areas such as banking, insurance, payments, or wealth management. Demonstrated ability to shape and communicate architectural strategies across multiple domains (application, business, integration). Skilled at building trusted relationships with senior stakeholders, translating technical insight ...