8 of 8 Wealth Management Jobs in the North of England

About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As … part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed … to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate. The role As the Team Manager, you will report into the Client Service Manager and be leading a team of More ❯

alert: Job Category: Technical Specialist/Manager Location: Liverpool, GB, L3 1NW Glasgow, GB, G2 1EH Leeds, GB, LS1 4AP Date: 21 Jul 2025 Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and … acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager. We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind … their continued enforcement. Ensure that data quality guidance and direction is applied throughout the entire data lifecycle. Support the development and maintenance of an end-to-end data lifecycle management approach. Manage and measure the Group level Data Risks and their associated controls. Responsible for applying data governance framework including the management of data, operating model, data policies More ❯

alert: Job Category: Technical Specialist/Manager Location: Liverpool, GB, L3 1NW Glasgow, GB, G2 1EH Leeds, GB, LS1 4AP Date: 21 Jul 2025 Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and … acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager. We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind … to provide advice and guidance on data quality principles. Present dashboards and data quality metrics to senior stakeholders and project teams. Actively drive engagement and awareness of Rathbones Data Management principles by supporting and coaching people in data roles. Dashboard Development and Reporting: Build and embed dedicated dashboards to highlight key data quality metrics and data remediation requirements. Issue More ❯

Senior Wealth Administrator page is loaded Senior Wealth Administrator Apply locations 1 THE AVENUE SPINNINGFIELDS SQUARE:MANCHESTER time type Full time posted on Posted Yesterday time left to apply End Date: August 12, 2025 (12 days left to apply) job requisition id R- Job Summary Job Description What is the opportunity? We have an exciting opportunity for a … Senior Wealth Administrator to join the team in Manchester. The Wealth Admin will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities. What will you do? Communicate with Financial Advisers and clients providing support with administration duties. Preparation and processing of all new client documentation … so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additio nal details. Job Skills Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management Additional Job Details Address: 1 THE AVENUE SPINNINGFIELDS SQUARE 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, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

days) to receive an alert: Job Category: Technical Specialist/Manager Location: Liverpool, GB, L3 1NW Leeds, GB, LS1 4AP Date: 1 Aug 2025 Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and … acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager. We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind … Permanent Reporting to: Mark Baker The Role Support the Head of Operational Risk & Data Protection and their line manager with development, implementation and embedding of the Rathbones Group risk management framework, with a specific focus on IT and security related operational risk and other non-financial risks. Support and challenge management in meeting their responsibilities for managing risk. More ❯

coaching with ScotiaHelps FE Advisors to recognize success, help overcome obstacles and set focus thereby ensuring continued improvement of knowledge, efficiency and quality. Effectively manage direct reports following performance management protocols that address any performance, attendance and conduct concerns while working with HR and ER as required. Effectively execute and ensure operational and management routines are followed that … work with you if you have: Expert knowledge of ScotiaHelps FE practices, policies and procedures is required. Thorough knowledge of Collections Policy & Procedures Proficiency in MOS call skill and management routines (recommended) Strong knowledge of providing client solutions including customer assistance tools Minimum of 5 years' experience in the financial services industry. Demonstrate initiative, problem-solving, and decision-making … within scope of responsibilities. Excellent time management, record keeping and strong multi-tasking abilities. Self-driven in creating a high-performing team and effective execution of business objectives Demonstrate a positive approach and collaboration with direct reports and Management Team. Strong leadership, coaching and people development skills. Some more information you might need to know : Work in a More ❯

and changing priorities. RESPONSIBILITIES Sort, collate and distribute all incoming Mail and courier parcels into bundles for scanning or delivery. Preparation and scanning of documents into our internal document management system. Issue all Outgoing mail in line with the company postage policy. To provide additional delivery or collection services within the building as directed. To adhere to internal company … discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. elipsLife is an insurance company for institutional clients … professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Swiss Life Select is specialised in financial planning for private households and the brokerage of financial More ❯