1 to 25 of 31 Wealth Management Jobs in the South East

Urgent Hire: Project Manager/Business Analyst - Wealth Management (FTC, London) A leading international bank is seeking a hands-on hybrid PM/BA to deliver a high-priority Wealth Management project . This is a 12-month FTC , with potential to roll, offering hybrid working in London and full benefits. What you'll do: Lead … with a focus on execution. Engage directly with senior stakeholders , including C-suite executives. What we're looking for: Proven experience across both PM and BA roles , ideally within Wealth Management . Hands-on end-to-end delivery track record. Experience in Agile environments (implementer rather than strategist). Strong communication and stakeholder management skills. Technically confident … MS Office Suite, Visio, PowerPoint, Excel . Project management certifications (e.g., PRINCE2, PMP, APM) are a strong advantage. The Package: 12-month FTC (not day rate contracting) London-based, hybrid working Benefits include medical insurance, holidays, pension scheme If you have the right experience and are ready to take on a hands-on, delivery-focused Wealth Management More ❯

Writer Location : London Salary: Up to £45,000 per annum Bonus (depending on experience) Working as part of the team at an Appointed Representative of St. James’s Place Wealth Management Plc. An excellent opportunity has arisen for a Technical Administrator/Report Writer to work within a highly successful Wealth Management practice based in London. … working within a busy team and your role will include: Preparing illustrations and suitability letters for both new advice and ongoing plans Working with team to prepare cash flow management tools and use of FE systems Assisting existing functions with a variety of support tasks within paraplanning team Managing cases to completion and working with internal processing systems You … are looking to expand and develop You will be working towards your Diploma qualification or intending to start your studies immediately You will have some experience working within a Wealth Management Firm or IFA practice You are highly organised, self-motivated and can demonstrate initiative with good attention to detail You are IT proficient and have excellent English More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

apply End Date: September 12, 2025 (25 days left to apply) job requisition id R4516 About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £119.6 billion in customer investments (as at end March … discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £119.6 billion in customer investments (as at end March … Affluent encompasses the financial planning 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. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of More ❯

This role is a 12 month FTC The Company: An established and widely known Wealth Management firm. The Role: The Business Analyst will work with the Investment Operations and Custodian Services business teams to drive technological, regulatory and business improvements across the Investment Operations department. The successful candidate must have Business Analyst experience specifically within Investment Operations. The … Business Analyst will focus on implementing change within the Investment Operations function to meet the needs of a rapidly growing Wealth Management business, ensuring a smooth and efficient service is delivered to clients and business units. The Business Analyst will provide analytical support across the Investment Operations and Custodian department to keep pace with the changing environment. Support … Analyst experience specifically within Investment Operations. Advanced Excel (specific experience with data analysis) Experience with BI visualisation tools (e.g. Power BI) SQL is desirable, or a willingness to learn Wealth management and/or Financial Services experience, gained within an Investment Operations support environment Strong analytical skills with the ability to collect, organise, validate and draw conclusions from More ❯

This role is a 12 month FTC The Company: An established and widely known Wealth Management firm. The Role: The Business Analyst will work with the Investment Operations and Custodian Services business teams to drive technological, regulatory and business improvements across the Investment Operations department. The successful candidate must have Business Analyst experience specifically within Investment Operations. The … Business Analyst will focus on implementing change within the Investment Operations function to meet the needs of a rapidly growing Wealth Management business, ensuring a smooth and efficient service is delivered to clients and business units. The Business Analyst will provide analytical support across the Investment Operations and Custodian department to keep pace with the changing environment. Support … Analyst experience specifically within Investment Operations. Advanced Excel (specific experience with data analysis) Experience with BI visualisation tools (e.g. Power BI) SQL is desirable, or a willingness to learn Wealth management and/or Financial Services experience, gained within an Investment Operations support environment Strong analytical skills with the ability to collect, organise, validate and draw conclusions from More ❯

This role is a 12 month FTC The Company: An established and widely known Wealth Management firm. The Role: The Business Analyst will work with the Investment Operations and Custodian Services business teams to drive technological, regulatory and business improvements across the Investment Operations department. The successful candidate must have Business Analyst experience specifically within Investment Operations. The … Business Analyst will focus on implementing change within the Investment Operations function to meet the needs of a rapidly growing Wealth Management business, ensuring a smooth and efficient service is delivered to clients and business units. The Business Analyst will provide analytical support across the Investment Operations and Custodian department to keep pace with the changing environment. Support … Analyst experience specifically within Investment Operations. Advanced Excel (specific experience with data analysis) Experience with BI visualisation tools (e.g. Power BI) SQL is desirable, or a willingness to learn Wealth management and/or Financial Services experience, gained within an Investment Operations support environment Strong analytical skills with the ability to collect, organise, validate and draw conclusions from 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 ❯

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 ❯

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 ❯

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 SQL Server. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

.NET Developer - Wealth Management | Southampton/Hybrid | 65K plus bens Fantastic opportunity for a .NET Developer to join a leading FTSE-listed wealth management firm and play a key role in a business undergoing significant digital transformation. You'll be working in an agile software engineering team, delivering high-quality, end-to-end solutions. Key responsibilities More ❯

.NET Developer - Wealth Management | Southampton/Hybrid | 65K plus bens Fantastic opportunity for a .NET Developer to join a leading FTSE-listed wealth management firm and play a key role in a business undergoing significant digital transformation. You'll be working in an agile software engineering team, delivering high-quality, end-to-end solutions. Key responsibilities More ❯

organisation in the financial services sector to recruit a skilled Web/Mobile Developer. This role offers the opportunity to join a forward-thinking digital engineering team, creating modern wealth management applications that deliver exceptional user experiences for clients and advisers. The successful candidate will have strong expertise in React, TypeScript, Next.js, and the Ionic framework, with a … maintaining mobile applications for iOS and Android, plus Next.js applications. Strong proficiency in React and Next.js. Experience with hybrid/cross-platform development (Ionic framework). Familiarity with state management solutions such as Context API. Version control experience using GitHub. Knowledge of frontend testing practices (Jest, React Testing Library). Strong teamwork and communication skills, with the ability to … Android Developer, React Native Developer, UI Developer, Application Developer, Software Engineer, Storybook, Context API, GitHub, Jest, React Testing Library, Azure, DevOps, .NET, CI/CD, YAML, Financial Services Developer, Wealth Management Technology Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born More ❯

Location: London (Hybrid – 4 days in office, 1 day WFH) Type: initial 6-Month Contract Rate: £700–£800 per day inside IR35 Leading Asset and Wealth Manager is looking for an experienced Six Sigma Green Belt or (ideally) Black Belt to join their Change Office of dedicated initiative delivery and practice experts who are leading strategic initiatives right across … Operating Models across UK and APAC regions to increase scale and efficiency. The person we are looking for will have a strong track record working in financial services OR management consulting maximizing value by developing and facilitating initiative approaches, including benefits realization, governance structures, change management, ideally working a central business change or transformation function. RESPONSIBILITES Process Re … team by providing clear messages to team without ambiguity and identifies communication barriers within the team Maintains team morale by reinforcing positive work environment and recognizes others' accomplishments Change Management Builds a change management strategy and plan as part of the delivery of an effort. Work with the Senior Management if additional change management expertise is More ❯

Location: London (Hybrid – 4 days in office, 1 day WFH) Type: initial 6-Month Contract Rate: £700–£800 per day inside IR35 Leading Asset and Wealth Manager is looking for an experienced Six Sigma Green Belt or (ideally) Black Belt to join their Change Office of dedicated initiative delivery and practice experts who are leading strategic initiatives right across … Operating Models across UK and APAC regions to increase scale and efficiency. The person we are looking for will have a strong track record working in financial services OR management consulting maximizing value by developing and facilitating initiative approaches, including benefits realization, governance structures, change management, ideally working a central business change or transformation function. RESPONSIBILITES Process Re … team by providing clear messages to team without ambiguity and identifies communication barriers within the team Maintains team morale by reinforcing positive work environment and recognizes others' accomplishments Change Management Builds a change management strategy and plan as part of the delivery of an effort. Work with the Senior Management if additional change management expertise is More ❯

Location: London (Hybrid – 4 days in office, 1 day WFH) Type: initial 6-Month Contract Rate: £700–£800 per day inside IR35 Leading Asset and Wealth Manager is looking for an experienced Six Sigma Green Belt or (ideally) Black Belt to join their Change Office of dedicated initiative delivery and practice experts who are leading strategic initiatives right across … Operating Models across UK and APAC regions to increase scale and efficiency. The person we are looking for will have a strong track record working in financial services OR management consulting maximizing value by developing and facilitating initiative approaches, including benefits realization, governance structures, change management, ideally working a central business change or transformation function. RESPONSIBILITES Process Re … team by providing clear messages to team without ambiguity and identifies communication barriers within the team Maintains team morale by reinforcing positive work environment and recognizes others' accomplishments Change Management Builds a change management strategy and plan as part of the delivery of an effort. Work with the Senior Management if additional change management expertise is More ❯

Seismic Platform Presentations Executive 6-month contract £60,000 City of London - Hybrid working Large and highly esteemed FTSE 250 listed wealth manager based in stunning offices in the heart of the City are looking for an experienced Seismic Presentations Executive to join them on an initial 6-month contact basis. This company provide individual investment and wealth management services for private clients, charities, trustees and professional partners. They have an exceptional reputation in the market and have been trusted for generations to manage and preserve their clients’ wealth. This new role will be working on a hybrid basis of 3 days from home, and 2 days per week in the London offices, and the annual … and delivering complex Seismic implementation projects, with demonstrable efficiency gains and scalability Cross-team enablement experience incorporating IT, Marketing, Front Office and other stakeholders from Group teams as required Wealth/Asset Management experience Opportunities for personal growth in role: Delivering solutions which will significantly improve Front Office teams' ability to deliver industry-leading client documents and customised More ❯

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Digital Platforms in WPB is responsible for the core Mobile and Browser based platforms for meeting the everyday banking needs of HSBC Wealth & Personal Banking’s customer base. … Mobile Active customers over the last 4 years to our current traffic of 2 billion visits per year globally. This role is part of a team of digital product management experts who are assigned to Digital Platforms Value Stream to support the development of market leading digital journeys and experiences and directly contributes to the effective and efficient delivery More ❯

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Digital Platforms in WPB is responsible for the core Mobile and Browser based platforms for meeting the everyday banking needs of HSBC Wealth & Personal Banking’s customer base. … Mobile Active customers over the last 4 years to our current traffic of 2 billion visits per year globally. This role is part of a team of digital product management experts who are assigned to Digital Platforms Value Stream to support the development of market leading digital journeys and experiences and directly contributes to the effective and efficient delivery More ❯

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Digital Platforms in WPB is responsible for the core Mobile and Browser based platforms for meeting the everyday banking needs of HSBC Wealth & Personal Banking’s customer base. … Mobile Active customers over the last 4 years to our current traffic of 2 billion visits per year globally. This role is part of a team of digital product management experts who are assigned to Digital Platforms Value Stream to support the development of market leading digital journeys and experiences and directly contributes to the effective and efficient delivery More ❯

CTO/Head of Engineering London/WFH to £180k+ Are you a senior technology leader with Wealth Management domain experience? You could be progressing your career in an impactful role at a newly established Fintech start-up, set up by a small team of finance and technology entrepreneurs with a hugely successful track record. As the CTO … the company grows there will likely be some in office requirements but with lots of flexibility. About you: You have experience in a similar role at a Fintech or Wealth Manager You are an experienced technology leader from a software engineering background You have a strong knowledge of modern software engineering best practices You are an advocate of AI … the "big picture" You're a skilled problem solver, able to make trade offs and get things done You're collaborative and pragmatic with excellent leadership, mentoring and stakeholder management skills What's in it for you: Up to £180k Significant stock options Apply now to find out more about this CTO/Head of Engineering opportunity. At Client More ❯

s modernising its digital offerings and transforming how it serves clients and advisers. You'll join the engineering team to deliver exceptional web and mobile user experiences across modern wealth management platforms. Working with cutting-edge tech like React, Next.js, and Ionic, you'll play a key role in shaping highly responsive, cross-platform applications. Key Responsibilities Develop … digital teams Key Requirements Solid experience building iOS and Android mobile apps and Next.js web applications Strong skills in React, Next.js, and hybrid frameworks like Ionic Familiarity with state management solutions (Context API) and version control (GitHub) Experience with frontend testing practices and CI/CD workflows Strong team player who can work independently and collaboratively Bonus: Knowledge of More ❯