26 to 45 of 45 Wealth Management Jobs in London

Company: A highly regarded and ambitiously growing, boutique Investment Management Company. The Role: The Operations Associate is responsible for data entry and maintenance of the firm’s Investment Management systems – custodian data, client data, securities data, transactions, pricing feeds, currency data, benchmark and indices data, static data. … platform providers to resolve issues in a timely manner with continual focus on enhancing processes. The Candidate 2 years Investment Operations experience within wealth/asset/investment management, or a similar position within wealth management or investment management. Proven experience of cash and stock reconciliations ...

solutions are used by over 5,000 organizations across the world’s largest industries, delivering tailored intelligence that supports strategic planning, innovation, risk management, and sustainable growth. Why join GlobalData? GlobalData is at a pivotal point in its growth journey and we need curious, ambitious, courageous people to support … Data Analyst, you will play a key role in developing and maintaining data products that support research across banking, payments, insurance, and wealth management. You'll transform complex datasets into intuitive, interactive Tableau dashboards, enabling internal teams and external clients to explore market trends and insights. Working closely with ...

Proven ability to map business requirements to target-state solutions and identify gaps, dependencies, and data implications to ensure complete solution coverage. Strong stakeholder management and communication skills, with the ability to translate complex finance and technology concepts into business language for Finance leadership and CFO-level stakeholders. Ability … insurance organizations). Familiarity with UK financial services regulatory reporting requirements, including PRA and FCA reporting frameworks. Experience working within UK banking, insurance, wealth management, or capital markets organizations. Knowledge of financial controls, governance, reconciliations, and audit requirements within regulated financial institutions. Experience supporting finance data sourcing, data ...

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 Lead AML AI SME (Google Cloud ...

City (Hybrid) £ Highly competitive base with bonus and benefits Lead Data Engineer is sought by expanding central data platform team within a prestigious global wealth management organisation. This role offers the opportunity to help shape enterprise-wide data engineering standards, contribute to platform strategy, and build modern, scalable … adoption of emerging Microsoft Fabric capabilities. Design monitoring, disaster recovery, and business continuity strategies for critical data services. Promote effective data governance, metadata management, and catalogue standards. Mentor engineers and provide technical leadership across multiple data initiatives. Required Skills & Experience 5 years' experience in Data Engineering within cloud-based ...

programmes. Experience designing enterprise-scale solutions covering applications, integrations, data, and infrastructure. Solid understanding of architecture frameworks, governance, security, and risk management. Excellent stakeholder management and communication skills. Highly Desirable Previous experience within Financial Services , including banking, insurance, wealth management, fintech, or related regulated sectors. Experience working ...

interim appointment, there's the potential to be extended or transfer to permanent should the fit be right. Key Responsibilities Own the monthly management accounts, financial control framework and balance sheet integrity, keeping the function audit-ready throughout the transition. Oversee tax, VAT and regulatory reporting, plus payroll oversight … produce clear financial insight for the executive team. Reviewing and challenging first-line controls alongside Risk and Compliance. Manage and support one part-qualified management accountant, steadying the team through the FD transition. Partner with the executive team on budgeting, capex and commercial decisions. Essential Experience Qualified accountant ...

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 Data Modeller (Graduate Opportunity … critical part in translating complex business requirements into governed, standardised data structures that align with enterprise architecture, data product strategies, and data risk management objectives. This is a highly collaborative position, working closely with business stakeholders, data owners, SMEs, architects, and analysts to design and maintain data models that ...

project delivery environments. Excellent analytical, problem-solving and communication skills. Desirable Experience Experience working on large-scale banking transformation programmes. Knowledge of private banking, wealth management or core banking operations. Exposure to regulatory and compliance-driven development within financial services. Experience supporting production releases and post-implementation activities. ...

trade-offs, and strategic rationale clearly and persuasively to a range of audiences Experience working within Agile and iterative delivery environments Strong facilitation, stakeholder management, storytelling, and communication skills Ability to navigate ambiguity, influence decision-making, and help teams move from complexity to clarity Experience collaborating closely with Product … industry, with a strong understanding of pensions products, services, customer journeys, regulatory considerations, and operational processes Experience delivering service design work within financial services, wealth management, pensions, or regulated environments is essential A passion for improving services through insight-led design and continuous optimisation Preferred Experience Experience working ...

digital transformation services, including cloud, application modernization, data and analytics, cybersecurity, enterprise platforms, and managed services. Demonstrated success in new logo acquisition, strategic account management, and growing multi-million-pound enterprise accounts within BFSI. Strong consultative and value-based selling experience with the ability to engage business and technology … Services across the UK and Europe. Drive end-to-end enterprise sales cycles for digital transformation opportunities within banking, financial services, insurance, fintech, and wealth management organizations. Develop and execute go-to-market strategies for digital services aligned with BFSI business priorities. Build, manage, and grow a qualified ...

Business Operations Overseeing the day-to-day operational running of the business Reconciling business income within the CRM system Assisting with the preparation of management and company accounts Managing monthly payroll Company bank reconciliations P11D administration Managing introducer payments Overseeing the firm's third-party technology platforms and software … Maintaining Appointed Representative compliance Liaising with the FCA and external compliance consultants Managing the firm's Training & Competence Scheme Monitoring adviser file reviews and Management Information (MI) Maintaining CPD records and Chartered status renewals Managing Professional Indemnity Insurance renewals Chairing Investment Committee and Proposition Committee meetings Conducting adviser ...

currently supporting a FTSE250 Wealth Management business who are continuing to invest heavily into their wider Technology, AI & Automation capability and are now looking to hire an Senior Developer (Integrations) into a newly evolving engineering environment. This role sits within a small, hands-on team where the focus ...

office with my client being able to pay up to £590 per day inside IR35. Must haves for the roles: * Strong knowledge of risk management practices, control assessment and other Operational Risk framework elements. * Exceptional technical skills in documenting controls, control objectives, and integrating controls into the broader Operational … Risk framework. * Demonstrable experience in conducting complex control assessments. * Demonstrable experience in working with and implementing AI technologies. * Comfortable engaging with senior management, and clearly communicating points of view. Responsibilities include: * Contribute to strengthening the Wealth Management Europe control environment within a team under a shared services ...

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 ...

Forethought, Decagon, or Zapier). Familiarity with CRM or data systems (Salesforce, HubSpot, Snowflake, Looker, Power BI, Tableau). Exposure to incident management programs (PagerDuty, StatusPage, Incident.io). Basic understanding of APIs, logs, or product usage analytics in a SaaS context. About Us Every business needs to know … 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 ...

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 ...

investing, and the trust that 150 years of J.P. Morgan heritage brings. J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to almost 300,000 investors in the UK. We built the business with innovation as a core part of our ethos … distributed systems with high level of complexity. Solid understanding of software engineering principles, design patterns, and best practices. Excellent communication, mentoring, and stakeholder management skills. Understanding the needs of engineering teams with the ability to drive change and influence their technical direction. Passion for driving standardisation, process improvement ...

supporting an award-winning, high-growth wealth management platform helping over 1.5 million customers save, invest, buy their first home and plan for retirement. The business is mission-driven, focused on enabling greater financial freedom, with a highly collaborative and embedded legal function. The client is looking … leading firm Solid commercial contracts experience, particularly within technology (e.g. SaaS, software, reseller agreements) Commercially pragmatic with strong organisational skills Excellent communication and stakeholder management abilities Ability to manage multiple priorities in a fast-paced environment Financial services or regulated sector experience desirable but not essential ...

Data Administrator £18.57ph-Temp Bank Station Financial Services 9am-5pm-Monday to Friday Hybrid A leading Wealth Management firm requires a data administrator to support to their small Training & Development team on temp basis to start ASAP. The role Monitor the Training & Development shared inbox Uploading qualifications … excel on qualification status Managing spreadsheets, filtering data and identifying gaps or duplicates The ideal candidate: Previous experience with high-volume data entry, document management or system maintenance essential Experience working within financial services desirable not essential Excellent attention to detail and methodical approach Intermediate with Excel ...