1 to 25 of 111 Wealth Management Jobs in England

Inside IR35, Hybrid working, UK Wide, London, North West, Scotland, Senior Business Analyst , Wealth Management , Cash flow Modelling , Lifestyle portfolio management , Pension Agile, Waterfall, Process mapping, Product Analysis, Strong Regulatory understanding My leading Wealth Management client is looking for a strong Business Analyst to work on a project around analysing the as-is and to … be processes of the current and future tooling around Retirement portfolio management decision making and new product management within this Wealth area. You must have the ability to organise and facilitate requirements workshops and produce documentation, with the ability to explain complex scenarios in an easily understandable way. Combined with this you will have a solid knowledge … of process modelling techniques. Key Areas Proven Deep Wealth Management Lifestyle Decision Making tooling - Around Retirement Cash Flow Modelling Stochastic modelling Wealth Management Product Development Excellent regulatory understanding on pensions/wealth management If you have the above experience, please send me your cv More ❯

Inside IR35, Hybrid working, UK Wide, London, North West, Scotland, Senior Business Analys t, Wealth Management , Cash flow Modelling , Lifestyle portfolio managemen t, Pension Agile, Waterfall, Process mapping, Product Analysis, Strong Regulatory understanding My leading Wealth Management client is looking for a Strong Business Analyst to work on a project around analysing the as is and … to be processes of the current and future tooling around Retirement portfolio management decision making and new product management within this Wealth area. You must have the ability to organise and facilitate requirements workshops and produce documentation, with the ability to explain complex scenarios in an easily understandable way. Combined with this you will have a solid … knowledge of process modelling techniques. Key Areas Proven Deep Wealth Management Lifestyle Decision Making tooling - Around Retirement Cash Flow Modelling Stochastic modelling Wealth Management Product Development Excellent regulatory understanding on pensions/wealth management If you have the above experience, please send me your cv More ❯

Product Manager - Client Lifecycle Management London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: The Business Transformation team is responsible for product management across all front office, client facing and operational technology and works very closely … with the Technology team to delivery LGT's digital transformation vision. The Head of Business Transformation reports to the CEO of LGT Wealth Management. The team are responsible for driving innovation, engaging with all business units to ensure we continue to challenge and improve our processes, systems, products and services to ensure we are positioned to meet the future More ❯

Urgent Hire: Project Manager/Business Analyst - Wealth Management (FTC, London) A leading international bank is seeking a hands-on hybrid PM/BA to deliver a high-priority Wealth Management project . This is a 12-month FTC , with potential to roll, offering hybrid working in London and full benefits. What you'll do: Lead … with a focus on execution. Engage directly with senior stakeholders , including C-suite executives. What we're looking for: Proven experience across both PM and BA roles , ideally within Wealth Management . Hands-on end-to-end delivery track record. Experience in Agile environments (implementer rather than strategist). Strong communication and stakeholder management skills. Technically confident … MS Office Suite, Visio, PowerPoint, Excel . Project management certifications (e.g., PRINCE2, PMP, APM) are a strong advantage. The Package: 12-month FTC (not day rate contracting) London-based, hybrid working Benefits include medical insurance, holidays, pension scheme If you have the right experience and are ready to take on a hands-on, delivery-focused Wealth Management More ❯

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 ❯

Success Manager (SDLC) wanted as our team is growing fast! Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm! Company: Wealth Dynamix Role: Technical Customer Success Manager (CSM) Location: London, Paris or Geneva Start Date: September 2025 Would you like to join one of the fastest growing FinTech firms in … self starter with experience in software delivery. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry, apply now! Who are we? Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms … with innovative technology. We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client. We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK. What is the role? Client Onboarding & Implementation : Support the 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 ❯

Business Analyst - Custody and Execution Services - 12 month FTC London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh … approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: The Custody and Execution Services Team comprises of 45 staff and provides a wide range of essential support services for the Firm's More ❯

Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will … excellent benefits package. To be considered for this role you will need some of the following; Must have consulting/advisory experience within Financial Services. Experience working with Asset & wealth Management firms – very beneficial. Experience as a Project/Programme Management or Workstream Lead for complex transformation projects within financial services. Experience of target operating model design … and implementation as well as designing future state Operating models. Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial Experience working on Middle Office Outsourcing programmes. – beneficial Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial Possesses excellent communication and stakeholder management skills. If you are More ❯

Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will … excellent benefits package. To be considered for this role you will need some of the following; Must have consulting/advisory experience within Financial Services. Experience working with Asset & wealth Management firms – very beneficial. Experience as a Project/Programme Management or Workstream Lead for complex transformation projects within financial services. Experience of target operating model design … and implementation as well as designing future state Operating models. Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial Experience working on Middle Office Outsourcing programmes. – beneficial Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial Possesses excellent communication and stakeholder management skills. If you are 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 ❯

Project Manager - ScrumMaster - Hybrid Project Manager - ScrumMaster - Hybrid Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm! Company: Wealth Dynamix Role: Project Manager - ScrumMaster - Hybrid Location: London Start Date: October 2025 Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an … with experience in product focussed software delivery. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry,? apply now! Who are we? Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms … with innovative technology. We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client. We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK. What is the role? Are you a process-driven More ❯

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: Our ambitious growth strategy is underpinned by our commitment to enhance the client experience and deliver market leading personalised Wealth Management. We … DevOps and Automation Service Delivery Brief Role Objective: The Application Support Manager is responsible for managing the provision of business critical software applications to enable the operation of LGT Wealth Management. The role includes management of a team of technical experts. The role has a broad remit including responsibility for the operation of strategic applications, project delivery and 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 ❯

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 ❯

a Seismic expert who thrives on solving complex challenges, streamlining processes, and making a tangible impact? This is your chance to join one of the UK’s most respected wealth managers, trusted for generations to manage and preserve clients’ wealth. Working at the heart of the City in stunning offices (2 days per week, hybrid or remote option offered … transform the way front-office teams create and deliver client materials. You’ll be hands-on designing and implementing Seismic LiveDoc solutions , integrating Seismic with external systems, and ensuring wealth management teams deliver industry-leading client experiences . What you’ll be doing Designing and building advanced Seismic LiveDoc solutions to improve client-facing documents and automate manual … and variable formulae. Experience integrating Seismic with external data sources via APIs/dataloaders . Track record of delivering major Seismic projects in a financial services or asset/wealth management environment. Excellent stakeholder management skills – able to bridge IT, Marketing, and Front Office teams. What’s in it for you? Join a prestigious wealth manager 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 ❯

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 ❯