9 of 9 Wealth Management Jobs in the South East

Client A well-established Wealth Management firm. The Role This is a fantastic opportunity for to join a highly credible Wealth Management company working in their LONDONoffice. The Financial Advice Assessor will be Level 4 Qualified undertake file reviews to make sure the Wealth Management … Advice Assessor will work alongside a small team and engage with key stakeholders in the business and compliance in supporting the development of the Wealth Management firms advice quality. The Financial Advice Assessor is to carry out suitability assessments on a range of products such as Pensions, Investments ...

short-term role until the end of the year £600 to £675 per day Outside IR35 Central London Hybrid working Must have Asset/Wealth Management or Banking Following an acquisition, we are seeking an exceptional, delivery focused Interim Business Analyst with a background in managing migrations. … must have Banking or Asset Management experience. This is a critical, highly handson interim role running until the end of the year. The project is bound by incredibly tight deadlines, and we need a tactical, analytical problem solver who can dive straight to the data. You will unpick complex ...

Employment Type: Full Time Location: Horsham Reporting To: Tony Challands Description Help shape the future of technology at one of the UK's leading wealth management businesses Are you experienced in technology finance, commercial management, vendor management or technology operations? Do you enjoy turning complex technology … looking for a commercially minded Technology Business Manager to become a key member of our Technology leadership team. This role combines financial management, supplier governance, technology operations and business partnering, helping ensure technology investments are well governed, cost-effective and aligned to strategic priorities. You’ll work closely with ...

Permanent Circa 65k + bonus + benefits A leading, highly prestigious financial services organisation is seeking an IT Business Solutions Analyst to join its Wealth Management Business Applications function in London. The role sits between the business and technology delivery, covering requirements definition, solution evaluation, and ongoing ownership … applications post-delivery. Suited to someone with strong stakeholder management skills and a track record of taking real accountability for outcomes. What you will be doing: Build relationships across the business and identify opportunities to improve efficiency through technology Act as senior escalation point for IT issues beyond standard ...

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.9 billion in customer investments (as at 31 March 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment … business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot ...

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 ...

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions … business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot ...

other systems to populate the new statement. Act as the primary contact for queries regarding the new statement, responding to client and Wealth Management team enquiries. Build and maintain strong working relationships with internal and external stakeholders to facilitate the successful rollout of the new statement. Apply department ...

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi‐asset investment solutions … business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi‐asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot ...