1 to 25 of 31 Wealth Management Jobs in London

a growing team developing capability across Data Migration, BI and AI/ML This is your chance to join a rapidly growing consultancy operating at the cutting edge of Wealth Management Technology — helping financial services firms modernise their data and harness the power of AI. Location: Fully remote – flexible start/finish Salary: £90–100K + Bonus + … over data strategy and innovation direction at leadership level. What you’ll bring Proven experience in data migration and BI delivery Knowledge of data governance , data quality , and lifecycle management Strong leadership and people management skills Background in financial services (ideally wealth management) Nice to have Familiarity with Curo, Intelligent Office, Xplan, Plannr, or Wealth More ❯

Data and AI Team Manager - Wealth Management Remote, UK Looking for a role where you can work remotely, gain equity, and lead a growing team developing capability across Data Migration, BI and AI/ML? This is your chance to join a rapidly growing consultancy operating at the cutting edge of Wealth Management Technology — helping financial … over data strategy and innovation direction at leadership level. What you’ll bring Proven experience in data migration and BI delivery Knowledge of data governance, data quality, and lifecycle management Strong leadership and people management skills Background in financial services (ideally wealth management) Nice to have Familiarity with Curo, Intelligent Office, Xplan, Plannr, or Wealth More ❯

Analytics, this role will support with the development and progression of business intelligence and insight capability. Sitting within the Data & Analytics team, this role will directly support the Private Wealth brands through building dashboards, insight tools and supporting key stakeholders, including the Private Wealth business heads, with data-driven decision making. The role would suit an experienced and … their understanding of data, working closely with business leaders to generate meaningful insight. Responsibilities Act as the subject matter expert (SME) for data analytics and visualisation to their Private Wealth brands (Partners Wealth Management, Amicus Wealth, Johnston Carmichael Wealth and their Private Client). Work closely with senior leadership, key stakeholders & data champions to draw … tools: PySpark Microsoft Fabric or Databricks Power BI Git CI/CD pipelines (Azure DevOps experience preferred) An understanding of the structure and purpose of the Financial Advice and Wealth Management markets within the UK Financial Services sector is highly advantageous. Knowledge of the Agile methodology would be beneficial. Skills/Other Relevant Information Excellent numerical skills are More ❯

Application Support Manager - Asset Management - London/Hybrid (Key skills: Application Support, Service Delivery, ITIL, Salesforce, Figaro, Invu, Snowflake, Power BI, Incident Management, Problem Management, Change Management, Application Lifecycle, Team Leadership, SLA Management, Vendor Management, Stakeholder Engagement, Continuous Improvement, Risk & Compliance, Investment Banking) Are you an experienced leader in application support, skilled in managing … the following technologies is needed: Figaro, Invu, Salesforce, Power BI, Snowflake. Training will also be provided for any technologies you do not have experience with. Alongside incident and problem management, you'll manage the full application lifecycle, drive continuous improvements, monitor KPIs, and ensure adherence to ITIL processes. You'll engage regularly with business, technology, and vendor stakeholders, translating … technical issues into clear business language and aligning priorities. You should have significant experience leading application support teams in financial services, ideally asset management/wealth management, with strong technical knowledge of enterprise applications, databases, and integration technologies. Proven ITIL expertise, major incident management, and exceptional stakeholder communication skills are essential. This is a rare opportunity More ❯

Inside IR35, Business Analyst, Business Design Analyst, Wealth Management - Essential, Financial Services, London, North West, TOM, Target Operating Model My leading client has an immediate requirement for a Business Analyst/Business Design Analyst you must have a strong Wealth Management background to be able to hit the ground running and be proactive and detail-oriented … drive business value. You'll be involved throughout the full change lifecycle from requirement gathering and solution design to testing and quality assurance. Key Responsibilities Business Design & Client Documentation Management Lead the full impact assessment of the complete suite of client documents. Manage the drafting, reviewing, and sign-off process for new client documentation. Oversee the preparation and approval … clear, concise requirements. Conduct workshops, interviews, and surveys to analyse and confirm requirements. Documentation Produce detailed business requirements, use cases, process flows, data models, and other supporting artefacts. Stakeholder Management Act as a liaison between business areas, IT teams, and third-party vendors. Communicate effectively across all levels of the organisation to ensure clarity and alignment. Technical Design Design More ❯

transformation projects and gain equity in a fast-growing consultancy Join a rapidly expanding start-up delivering cutting-edge CRM and digital transformation programmes for leading firms in the Wealth Management and IFA sector. As a Senior Project Manager , you’ll lead flagship programmes, work directly with senior stakeholders, and influence how the business scales its delivery model. … Health Plan + EMI Equity + 5% Pension + 25 Days Holiday What you’ll bring Proven experience delivering CRM or tech-enabled transformation projects Background in consulting or wealth management change (Big 4, boutique, vendor, or in-house FS change programmes) Expertise managing functional change and data migration workstreams Strong stakeholder engagement and vendor management skills … with flexible hours Equity (EMI scheme) and bonus potential A collaborative, forward-thinking team in a high-growth environment The opportunity to influence delivery strategy and shape how modern wealth firms transform A great opportunity for someone who wants to combine hands-on delivery with strategic impact , while working in one of the most exciting growth areas in financial More ❯

Snr Project Manager - Consultant - Remote Wealth Management Looking for a remote-first leadership role where you can shape transformation projects and gain equity in a fast-growing consultancy? Join a rapidly expanding start-up delivering cutting-edge CRM and digital transformation programmes for leading firms in the Wealth Management and IFA sector. As a Senior Project … Health Plan + EMI Equity + 5% Pension + 25 Days Holiday What you’ll bring Proven experience delivering CRM or tech-enabled transformation projects Background in consulting or wealth management change (Big 4, boutique, vendor, or in-house FS change programmes) Expertise managing functional change and data migration workstreams Strong stakeholder engagement and vendor management skills … with flexible hours Equity (EMI scheme) and bonus potential A collaborative, forward-thinking team in a high-growth environment The opportunity to influence delivery strategy and shape how modern wealth firms transform A great opportunity for someone who wants to combine hands-on delivery with strategic impact , while working in one of the most exciting growth areas in financial 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 ❯

PlannerPal is an AI-powered platform transforming how financial advice and wealth management are delivered. We help advisers and their teams save time, reduce admin, and deliver better client outcomes by automating meeting notes, documentation, and CRM updates. Trusted by hundreds of advisory firms, PlannerPal is reshaping the advice industry – improving efficiency, compliance, and data quality across the … client journey. The company recently signed enterprise contracts with both a top-10 and a top-5 UK wealth management firm, further establishing its position as a key technology partner in the sector. Recognised by the Financial Times Adviser as one of the Top 3 AI tools for financial advisers and a 5 Star Service Award, PlannerPal is … at a defining stage in our growth. Tasks Solution design & architecture Own the end-to-end solution design for core adviser journeys – including user authentication, meeting recording and transcription, management of user preferences, and integrations with 3rd party tools used by advice firms (e.g. CRM systems, Microsoft Office, corporate SSO providers). Translate product requirements and partner/customer More ❯

leading financial services organisation on a 6-month contract. This hands-on role focuses on delivering high-quality automated testing across web, API, and data validation for investment and wealth management platforms.You will execute automation scripts, validate complex data flows, test RESTful APIs, and ensure releases meet reliability and performance standards. Role & Responsibilities Develop, maintain, and execute automation … frameworks for web, API, and data validation testing within wealth management and trading systems Perform functional, regression, performance, and integration testing for complex financial applications Test RESTful APIs using tools such as Postman or RestAssured Validate data and perform back-end testing using SQL Integrate automated tests within CI/CD pipelines using Azure DevOps, Jenkins, or equivalent More ❯

seeking a Head of Sales to lead commercial growth across PIS and AIS solutions. This is a hands-on 'hunter' role, focused on winning new merchants across travel, eCommerce, wealth management, crowd-funding, marketplaces, and other low-risk sectors. As the business scales, you will also build a London-based team of BDMs and shape the wider sales … strategy. Key Responsibilities Acquire new merchants across travel, eCommerce, wealth management, crowd-funding and marketplaces. Own the full sales cycle: prospecting, pitching, negotiation and onboarding. Build and lead a London sales team as growth accelerates. Develop the commercial roadmap for PIS and AIS adoption. Work closely with product and leadership on market insights and positioning. Deliver accurate pipeline … Requirements 4+ years’ payments sales experience (open banking, A2A, PSPs, acquirers, or similar). Strong network and portfolio of contacts , ideally in travel or general eCommerce . Some people management experience would be preferred. Proven ability to close mid–large enterprise merchants in low-risk sectors. Hunter mentality with experience in high-growth or scale-up environments. Excellent communication More ❯

growing team at SEI and take the next step in your career. We're seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. This role offers the opportunity to further your own growth whilst contributing to the success of our clients and SEI. SEI (NASDAQ:SEIC) is a leading global provider … of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital-whether that's money, time, or talent-so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2024, SEI manages, advises, or administers approximately $1.6 trillion … information, visit What you will do: The role represents an excellent opportunity for a business development professional You will be responsible for leading and growing SEI's UK Asset Management footprint with Family Offices You will focus on developing business relationships with new clients You will have an enterprise-first mindset and the ability to cross sell a range More ❯

Your new company An organisation specialising in providing individual wealth management, asset management and related services to private clients, charities, trustees and professional partners. They have been established for over 250 years and are one of the biggest Wealth managers in the UK. Your new role A Business Change Analyst is required to join the Investment … management change team to work on a variety of projects. The team is a well-established team of change professionals with a track record of successfully delivering business change initiatives. The projects you are likely to work on will include the target operating model for an office move, new markets proposition, risk and control initiatives and several other business More ❯

million clients and managing £130+ billion in assets. This is your opportunity to shape technology that will redefine how people invest and achieve financial freedom. All development within Core Wealth Services is greenfield. That means a clean slate - the chance to design, architect and build from the ground up using modern technologies and best practices. No legacy constraints. Just … the freedom to architect scalable, robust, and future-proof solutions. Core Wealth Services forms the backbone of our investment platform, managing the essential business logic and processes that power wealth management operations. This domain handles critical financial workflows and regulatory compliance, ensuring secure and seamless experiences for millions of users. Our purpose is clear: to give people More ❯

known for providing elegant solutions to complex business challenges, backed by deep technical and operational expertise. They provide managed investment administration platforms for financial institutions, integrating investor and portfolio management with compliance and reporting. Job Type: Full Time Workplace: Remote Working Hours: Monday to Friday, 09:0016:00 SAST) Role Overview Our client is seeking experienced mid-to-senior … expertise in infrastructure engineering, automation tooling, systems design, and operational resilience. Their environment offers opportunities to work on everything from CI/CD pipelines and container orchestration to configuration management, infrastructure as code, and observability tooling. While you may bring experience in specific tools or platforms, you will be expected to contribute broadly across our infrastructure landscape. Our client … s core product is a comprehensive administration platform delivered as software-as-a-service to leading South African investment and wealth management firms. Their mission is to provide a platform that leads the market in accuracy, resilience, and functionality. As a cloud-hosted solution, their stack includes modern tooling across CI/CD, containerization, monitoring, and cloud infrastructure. More ❯

million clients and managing £130+ billion in assets. This is your opportunity to shape technology that will redefine how people invest and achieve financial freedom. All development within Core Wealth Services is greenfield. That means a clean slate - the chance to design, architect and build from the ground up using modern technologies and best practices. No legacy constraints. Just … the freedom to architect scalable, robust, and future-proof solutions. Core Wealth Services forms the backbone of our investment platform, managing the essential business logic and processes that power wealth management operations. This domain handles critical financial workflows and regulatory compliance, ensuring secure and seamless experiences for millions of users. Our purpose is clear: to give people More ❯

million clients and managing £130+ billion in assets. This is your opportunity to shape technology that will redefine how people invest and achieve financial freedom. All development within Core Wealth Services is greenfield. That means a clean slate - the chance to design, architect and build from the ground up using modern technologies and best practices. No legacy constraints. Just … the freedom to architect scalable, robust, and future-proof solutions. Core Wealth Services forms the backbone of our investment platform, managing the essential business logic and processes that power wealth management operations. This domain handles critical financial workflows and regulatory compliance, ensuring secure and seamless experiences for millions of users. Our purpose is clear: to give people More ❯

business stakeholders. Familiarity with regulated environments and governance processes. This role offers the chance to grow your expertise and make a meaningful impact within a forward-thinking, digitally evolving wealth management organisation. For a full consultation on this pivotal role, send your CV to ARC IT Recruitment. More ❯

business stakeholders. Familiarity with regulated environments and governance processes. This role offers the chance to grow your expertise and make a meaningful impact within a forward-thinking, digitally evolving wealth management organisation. For a full consultation on this pivotal role, send your CV to ARC IT Recruitment. More ❯

business stakeholders. Familiarity with regulated environments and governance processes. This role offers the chance to grow your expertise and make a meaningful impact within a forward-thinking, digitally evolving wealth management organisation. For a full consultation on this pivotal role, send your CV to ARC IT Recruitment. More ❯

we are looking for a Group Chief Operating Officer (COO) (m/f) 100% Primary location: London (preferred) or Cyprus (relocation options available) Reports to: Group CEO Division: Asset & Wealth Management About the Role: This is not a traditional COO role. It is the driving force of transformation: blending operational excellence with digital innovation to build the "operations … ensure adoption of emerging technologies. Governance, Compliance & Risk Oversee implementation of Group-wide policies, frameworks, and operational controls. Ensure regulatory compliance across UK, Cyprus, Switzerland, and UAE. Lead risk management, vendor oversight, and business continuity planning (BCP). Leadership & Cultural Transformation Champion a culture of innovation, agility, and performance. Lead digital change programs and new operating models. Develop key … accountability across functions. Foster collaboration between Compliance, Risk, Legal, Technology, Product, and Finance teams. Requirements Your profile: 15+ years of leadership experience in financial services operations, ideally within Asset & Wealth Management. Proven success in digital transformation, automation, and process optimization. Expertise managing multi-jurisdictional operations under complex regulatory frameworks. Strong command of operational risk, compliance, and governance. Proficiency in More ❯

business stakeholders. Familiarity with regulated environments and governance processes. This role offers the chance to grow your expertise and make a meaningful impact within a forward-thinking, digitally evolving wealth management organisation. For a full consultation on this pivotal role, send your CV to ARC IT Recruitment. More ❯

business stakeholders. Familiarity with regulated environments and governance processes. This role offers the chance to grow your expertise and make a meaningful impact within a forward-thinking, digitally evolving wealth management organisation. For a full consultation on this pivotal role, send your CV to ARC IT Recruitment. More ❯

vision to give people financial freedom. You will work with like-minded people from business, product and engineering functions to develop and refine client journeys covering onboarding, KYC, account management and investment workflows in a secure and compliant environment. By joining us, you'll help deliver innovative and scalable solutions that make investing easier and more accessible to millions … years of experience in software engineering , with a strong track record of delivering complex, user-facing applications in regulated, large-scale environments , ideally within Investment, Asset, or Wealth Management . Deep expertise in React or React Native , with hands-on experience in secure API integration , authentication flows , and frontend architecture . Strong proficiency in native mobile development using More ❯

on Xapien to turn days of manual research into trusted insights, delivered in minutes. Our momentum so far Customers in a diverse range of industries, with particular growth in wealth management, financial services and supply chain onboarding. Demand accelerating beyond our UK headquarters, across multiple continents with new customers in the Middle East, Asia, and Oceania. Why this … and manage integrated financial models (P&L, balance sheet, and cashflow). Deep understanding of SaaS metrics and unit economics (ARR, NRR, CAC, LTV, etc.). Understanding of cash management, scenario planning, and capital efficiency in growth-stage companies. Track record of producing accurate cash and cost forecasts and partnering with teams to manage spend. Advanced Excel skills and More ❯