17 of 17 Remote 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 ❯

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 ❯

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 ❯

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 ❯

business analysts and product owners to translate requirements into designs and software solutions Customize T24 Modules Documents new or changed sw solutions in sourceconfluenceJIRA Communicates progress issues to the management Supports unit testing and SITUAT team during testing preparation of rollout Good command over English and Spanish is a plus Qualifications Can demonstrate knowledge as a programmer in Temenos … understand R11 Development Has experience with temenos t24 TRANSACT Knowledge in DX Has experience with bit bucket and design studio tools Strong Problem Solving and debugging skills Knowledge of wealth management industry is a plus knowledge in ISO20022 Message formats has knowledge in instant payments knowledge in US Payments If you're excited about this role then we 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 … inclusivity with a growth mindset. About You 5-8 years of experience building user-facing applications across web and mobile platforms , ideally in regulated environments like Investment, Asset, or Wealth Management. Strong skills in React or React Native , with hands-on experience in Swift (iOS) and/or Kotlin (Android) . Comfortable integrating with secure APIs , handling authentication flows 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 … About You 8-10 years of experience in software development , with at least 3+ years in engineering leadership , ideally within regulated, large-scale environments such as Investment, Asset, or Wealth Management. Proven track record of leading frontend and mobile engineering teams , delivering high-quality applications in React/React Native , Swift (iOS) , and/or Kotlin (Android) . Strong More ❯