1 to 25 of 59 Wealth Management Jobs in London

The Company: Our client is a boutique wealth management company, highly recognised and fantastic reputation. The Role: This role is a 12-month fixed term contract, with opportunity to become permanent. The Administrative Support will provide assistance to the Business Management & Client Service team, including but not … limited to: tracking information, logging forms managing mailbox items. Working with both national and international IFAs in order to maintain relationships for the Wealth Management company. Where needed, help with IFA marketing events and seminars across the regions. The Administrative Support will be responsible for ensuring that all … client/adviser related tasks are completed accurately, efficiently and in a timely manner. Provide ongoing support to the Business Management Investment office as a whole responding to client/adviser queries and resolving any potential issues. The Administrative Support will provide support to the Investment Management/ more »

AMS is the world's leading provider of Talent Acquisition and Management Services. Our contingent Workforce Solutions (CWS) service partner with NatWest to support contingent recruitment processes. On behalf of NatWest, we are looking for a Culture Change Transformation Lead for a 6-month contract, based hybrid in either … retail bank, providing every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. Join us as a Culture Change Transformation Lead: Records Management requirements are captured within the … currently being resolved. In order to minimise risk of future issues, NWM Records Managers and key stakeholders have identified a need to address Records Management culture and awareness across the business and are seeking someone to support this activity. What you'll do: Assessing current gaps and producing root more »

Wealth Management Contact Centre Supervisor - JP Morgan/Nutmeg - London - 6 months - Hybrid - PAYE We're seeking a Wealth Management Contact Centre Supervisor to join Nutmeg, JP Morgan's digital wealth management business, in London on an initial 6 months contract. You'll be … providing supervisory management and oversight of the performance of regulated activities within Nutmeg, with a focus on communications within sales activity, financial advice and trading. The role would suit anyone with previous experience in a similar role or a financial advisory, risk and controls or UK regulatory background. Job … Description Your role as a Wealth Management Contact Centre Supervisor will involve ensuring Nutmeg sales, financial advice and trading activity is executed in line with firmwide policies and regulatory requirements. You will assist the Head of Supervisory Management in managing Compliance and Operational risk ensuring alignment with more »

AMS is the world's leading provider of Talent Acquisition and Management Services. Our contingent Workforce Solutions (CWS) service partner with NatWest to support contingent recruitment processes. On behalf of NatWest, we are looking for a Risk and Controls Analyst for a 6-month contract based in London with … retail bank, providing every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. Purpose of the Role: As a Risk and Controls Analyst, you will enhance planning and delivery … processes, ensuring data consistency, project governance, and financial control while implementing robust frameworks and evolving management reporting. Additionally, you will track Risk Issue remediation and delivery to maintain high standards of risk management and control As a Risk and Controls Analyst you will be responsible for: Assisting with 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 »

retail bank, provides every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. On behalf of this organisation, AMS are looking for a Trade Surveillance Officer for a more »

dynamic workplace where teams are empowered to drive great customer experiences and business results. At AJ Bell we are building the future of personal wealth management platforms through our technology. We have a strong culture of curiosity and collaboration and expect our technology teams to drive the business … conversations, holding your team, peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. Background in Financial Services, specifically Wealth Management. Business relationships within the Wealth Management sector. Understanding of financial markets and financial data. With pride placing value on our people more »

Head of Development/Engineering - Wealth Management - £150,000+ Orbis are partnered with a Wealth Management firm in London who offer a variety of services for high net-worth individuals and institutions, with a focus on helping them achieve their long-term financial goals through innovative … by 2025. This will be around 20% hands-on, so some coding will be required. You'll also be responsible for: Day to day management and leadership of the team, reporting directly into the CTO Identify any technical inefficiencies in existing systems and provide solutions for improvement Drive implementation more »

Institutions taking advantage of the platform features to secure business advantage. About the role We are seeking a Production Support Analyst to join our Wealth Production Support team, which includes SS&C Hubwise. The role involves issue management from external and internal clients to meet KPIs and SLAs … areas to ensure a robust and scalable production environment for internal and external customers. This role requires a strong technical foundation, particularly in database management and ITIL-based support practice , combined with a solid understanding of the financial services and Wealth Management industry . Team Responsibilities Application … Support – ensure that the application is working correctly as deployed. Issue Management – analyse, investigate, and allocate for resolution and closure for all issues. Change Management – support testing and release process for production fixes. Project Handover – facilitate the transition between project support and production support for all change. Service more »

Financial Regulation London £90,000 - £115,000 Basic + bonus & benefits. Are you a qualified lawyer with significant experience relating to regulatory matters within Wealth Management and Investment Platforms? Do you work for a law firm or financial institution? Would you like to change your role and work … Regulation based in London, with hybrid working. You will be a minimum of 4 Years PQE with a focus on various aspects of retail wealth and investments, including retail customer compliance matters, PE investment, M&A, asset sales, commercial arrangements, distribution, conduct, FCA engagement, capital requirements, remuneration and SM … you will be a qualified lawyer (4+ years PQE) with a background in Financial Regulation as it relates to organisations such as Investment Platforms, Wealth Managers, Custodians and SIPP providers, in addition to the below requirements; A good understanding of the regulatory framework, including regulatory permissions, COBS, CASS, Consumer more »

execute strategic projects, with leading companies, to drive transformation through our Digital, Analytics and Consultative capabilities with our industry leading methodologies. Responsibilities Provide relationship management support and leverage to Transformation Services Partners such as managing meeting agendas, recording minutes and documenting actions/follow-ups. Provide business development support … opportunities. Leverage our standard methodologies in the delivery and implementation of project/program scope to drive business value for our clients. Handle project management activities including planning, reporting scope management, dependencies, risks, issues, costs, and resources in the project. Execute project activities and produce deliverables in accordance … in you! Minimum Qualifications/Skills · Bachelor’s degree in the either of the following disciplines: Engineering, Business, finance, Analytics, Computer Science or data management · Experience with MIRO, Jira, MS Visio, and various project management applications · Project management experience and exposure to Agile/Scrum methodologies is more »

Are you interested in taking a business transformation idea and delivering it as an end product? This Wealth Manager wants someone to lead their business strategy, enacting wide scale change and transformation. This role will involve identifying and developing value propositions, generating ideas and concepts to launch new products … multiyear roadmap, creating a competitive advantage. You will be a key enabler in terms of integration, such as integrating Aladdin Black Rock into their wealth management platform. Experience in Wealth and Asset Management and architecture qualifications required. This is a hybrid environment in London, working more »

risks, potential suspicion of money laundering, or unsuitable advice The Candidate 1-3 years of professional Client Onboarding/Client Account Opening experience within Wealth Management, Investment Management, Private Banking. Client onboarding experience must be from a private client background, onboarding HNW individuals and the documentation relating more »

Product Owner Location: Hybrid London or Birmingham Salary: £75,000 - £95,000 dependant on experience Role Do you havegreat knowledge of financial services and Wealth Management? Have Experience in managing projects focused on digital solutions, processes and/or digital products? Then this may be the ideal role … a key point of contact in relation with customers. Organize and participate in regular customer status meetings. Must have experience in the following – • Client Management & Portfolio Accounts. • Costs and Charges. • UK & Overseas Settlements. • Custody & Reconciliations. • Cash Management & Reconciliations. • Corporate Actions. • Dividends. • Stock Transfers. • Finance/Accounting. • Client Reporting. more »

digital intelligence with a human touch to enable smarter, more flexible and more secure advice delivery. We are a passionate collective across financial services, wealth management, enterprise software development, UX design and client delivery, that show up every day to help financial institutions to transform how advice is more »

brand with offices around the world is searching for a Business Development Manager to drive new business SaaS revenue for their Private Equity/Wealth Management offering in the UK/EMEA market place. Our client offers a clear career progression path, and uncapped rewards. Job Title – Business more »

FULLY CLIENT FACING SENIOR PARAPLANNER ( Supporting Senior Director) London-To c £70k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the 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 »

industries and also in the music and entertainment industry. It therefore has a less corporate and more down to earth approach than some other wealth management practices. The role: Processing new business from start to finish Using salesforce & all admin associated with annual review meetings Liaising with head … in most admin tasks Preferably SJP experience in basic paraplanning tasks Strong attention to detail Able to problem solve and work independently Good time management Highly productive in a working from home and office environment, with a great work ethic Highly organised and able to manage lots of tasks … be the best you can be and dedicated to professional development. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has 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 »

Our client is a successful and well-known specialist asset management business, which has a stable and experienced team. They distribute their produces via the adviser community, and this includes financial advisers, private banks, and national firms and networks. This is an excellent opportunity for an experienced Business Development … key focus on this role. The role will involve making presentations to, and building relationships with, key decision-makers within the UK's largest wealth managers and private banks. Our client has established relationships with leading wealth management firms across the UK, and therefore the role does … partnerships. You must have a long-term partnership ethos to sales and you will be fully conversant in the needs of the adviser and wealth management community. We are also keen to speak to those with excellent presentation skills. This is a great role with a successful firm. 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 »

background. What you'll be doing: You will enhance and maintain a version of the Paladign system which is used to support the UK wealth management business. The software is maintained in house and has many interfaces with other systems for example financial reporting, order execution, portfolio management 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 »