26 to 50 of 145 Wealth Management Jobs in the UK

Capital is urgently looking for a Tableau Specialist with data skills to join our high profile client. Our client is a well know UK wealth manager with clients across the globe, they offer Institutional and Retail wealth management. Their post Covid policy is to automate as much internally … been, understanding and utilising data, from clean to raw is this firms priority. The Tableau expert will be responsible for the scope, design, build, management, and oversight of major dashboard designs within the Commercial Analytics team; providing robust solutions to support strategic aims. The team will provide analytical support … to ExCo members and management teams, primarily through interactive dashboards. This will include the proactive provision of potential business initiatives based on facts and evidence (market trends, competitor analysis etc) that align to and support our strategic roadmap. The Tableau Specialist: • Support the business in evaluating investment and 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 »

TIFFANYS WEALTH MANAGEMENT LTD Financial Services Senior Administrator Position Description Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role Team Leader/Management experience essential Person Description Must be extremely Organised and able to multitask. Must have strong … of contact for Staff members to assist with queries/issues To assist with the daily running of the office To work alongside the Management Team ensuring excellent client outcomes To build knowledge in Financial Services To build and maintain strong relationships with clients and keeping them up to … provide Administration support to the Advisors ensuring accuracy and attention to detail Ensure Staff are up to date with training Client Administration Production of Wealth Accounts and Investor Returns Client servicing process including Annual Reviews Managing and overseeing the completion of Debrief actions Seeing cases through from start to 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 »

The Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the … Wealth Management firm is providing a high quality level of advice in line with internal policies and FCA requirements. The Quality Assurance Advisor will work alongside a small team and engage with key stakeholders in the business and compliance in supporting the development of the Wealth Management 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 »

a new platform. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we … achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Morgan Stanley Investment ManagementMorgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has over $1.4 trillion in assets under management or supervision. Morgan Stanley Investment Management strives … to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. We show unwavering commitment to investment excellence, diversity of perspective, and differentiated values. We have distinctive and highly complementary strengths more »

in London. We are an international distributed team, spanning London/UK, Zurich/Switzerland, USA and Pune/India working for UBS Asset Management, with this role being based in Broadgate, London We are supportive for our employees to work flexible working hours and to work part-time … Security, HTML5 \\ JavaScript frameworks, Web applications, SOA, Java/Java Services, ETL, Informatica, Oracle, Responsive, Mobile, Java apps, RESTful web services/JSON, Content Management Systems (Adobe AEM), AI, Machine Learning, database technologies (SQL & no SQL) • strategic thinker and excellent communicator, able to coach, lead and convince • hands on … iterative manner, evolving solutions and understanding how far to challenge and when About us UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

rigour. A hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Wealth clients engage us to solve their most complex problems, helping them to shape and deliver a strategy in response to new competition, the increased … deliver impact how and where it matters most.Connect to your opportunity As a Migration Lead, you'll be responsible for leading a team of Wealth specialists in delivering complex migration projects. Your expertise and mentorship will be crucial in developing our junior talent and ensuring project success. Join us … your consulting skills while making a positive impact on our team and clients.As a Manager, you will have responsibility to:Provide expert guidance on Wealth Platform technology and collaborate with clients to establish their technology strategy, future state-of-the-art systems, and implementation roadmaps. You'll have a more »

Some Flex WorkingFull Stack Javascript Software Engineer Quant Capital is urgently looking for a Full Stack JavaScript Software Engineer for our high profile investment management vendor.Our client is a well known global wealth management HFT software business. They provide valuations and pricing of derivatives to most of … developer to work as part of a larger development team focused on driving innovation across a cloud-enabled, microservices platform for the Institutional & Investment Management divisionThis is an opportunity for an individual with a strong software development background. The applicant will be responsible for design, development and maintenance of 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 »

Frontend Technical ArchitectFrontend Technical Architect – Retail Wealth Management100,000 Plus Bonus and Bens 10% PensionQuant Capital is urgently looking for a Technical Architect with strong frontend JavaScript Experience to join or well known Fintech client who are a well know wealth management software business.We are looking for … Financial Services firms specifically embracing change bought about by the various market shifts towards FinTech. This is an award winning business with a strong management team and a deep product focus.The Technical Architect Will:• Architect, design and document a brand new platform.• Drive technology forward to maintain and enhance more »

Self-employed Mortgage Adviser Needed! One of our highly successful and leading businesses, IBA Wealth Management Ltd, are currently seeking a mortgage adviser to join their team, on a self-employed basis. The company recognise the importance of flexible/hybrid working providing their staff the option to … from home or a mix • Support of Director – Who is a very experienced Investment & Pension advisers and industry person • Opportunity to go on a Wealth Journey with QFP Financial Adviser School and to transfer into their other business area doing Investment & Pensions as a restricted financial planner Key Words 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 »

banking and financial advisory firm, is searching for a seasoned and accomplished Vice President (VP) specializing in FIG M&A covering the asset and wealth management sectors to enhance their team in London. If you are a VP with over six years of experience in the financial industry … particularly in FIG and asset and wealth management, we're eager to hear from you. Responsibilities : Spearhead and oversee M&A transactions within the asset and wealth management sectors, including conducting financial analysis, due diligence, valuation, and deal structuring. Develop and manage intricate financial models to … industry experts, and key stakeholders to cultivate new business opportunities. Keep abreast of industry trends, regulatory changes, and market developments pertinent to asset and wealth management. Requirements : Bachelor's degree in finance, economics, or a related field. Possession of an advanced degree (MBA, CFA, etc.) is advantageous. Extensive track more »

SALARY: 70-90K The Company An established and highly reputable Wealth Management firm based with the City of London. The Role The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and … the Front Office Investment & Financial Planning teams. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the Wealth Management business. The Sales Trainer will work alongside the Wealth Management firms sales leadership to identify areas of improvement and build … to better them. The Sales Trainer will design and deliver an effective new joiner’s proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »

Acquisition/Integration Support (Private client wealth management) City of London/Hybrid C £35,000 plus bonus and excellent benefits package The Opportunity Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function. This opportunity … would suit a candidate looking to launch their career in the wealth management sector and develop their operational and administration/Excel skills. As this business grows it will offer the opportunity to develop a long term career in the business. The Role You will be joining a … communication and meeting with vendors and income reconciliation together with numerous assorted tasks. You will gain exposure to all areas of the business and wealth management generally and develop relationships with stakeholders in the business. About you Whilst experience is advantageous in Wealth Management/Financial more »

Command Center (ECC, part of the Fusion Response team) is a high-performing globally distributed team that plays a mission critical role in Incident Management, Problem Management, Change Management and Significant Event Readiness. The ECC creates value by providing command, control and communication for significant Firm-wide … direct impact on operational stability.About Morgan StanleyMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices … situations, organizational and situational awareness, sound judgement and a strong analytical ability.The role will also involve advising and consulting on processes related to Incident Management, Problem Management and Change Management, as well as the delivery of the Cross Response deliverables that include other Fusion pillars. Following any more »

The Client A well-established boutique Wealth Management firm based in Leeds. The Role The Client Services Executive will work in the Leeds office of this established Wealth Management company to assist the Investment Partners and Wealth Planning Directors inproviding full administrative support. The Client more »

Lead Platform Engineer Leading Wealth Management Firm Leeds/Remote About Us: Join a pioneering wealth management firm dedicated to empowering individuals and families worldwide to achieve their financial dreams. With our visionary approach and advanced technology, we deliver tailored solutions that redefine wealth management. … Position Overview: We're seeking a dynamic Engineering Lead to drive innovation and excellence in our team. You'll spearhead the design, implementation, and management of cutting-edge infrastructure solutions, ensuring our systems are secure, reliable, and scalable. Responsibilities: Lead our DevOps team in crafting and maintaining scalable infrastructure … development opportunities. Collaborative and supportive work environment. Ready to Make Your Mark? If you're passionate about driving change and shaping the future of wealth management, we want to hear from you. Join us on our journey to redefine what's possible in finance. Apply now more »

Technical Business Analyst - Wealth Management Our client, a leading financial services firm, is seeking an experienced Technical Business Analyst to join their UK Wealth Management IT team in an Application Delivery role. This is an exciting opportunity to drive innovative IT solutions and system changes that … and financial data formats/protocols (FIX, FIXML, SWIFT, etc.) Front-to-Back trade lifecycle knowledge, preferably cross-asset class In-depth understanding of Wealth Management domain (client lifecycle, order flows, asset viewing, reporting) Proven ability to produce precise specification documentation Excellent communication skills to explain technical concepts more »

Are you passionate about DevOps and eager to drive innovation in a cloud-first environment? We are a forward-thinking wealth management company dedicated to making financial advice more accessible. Enjoy the close-knit atmosphere of a smaller company with the stability and growth opportunities of a larger … organization. Join us during this exciting growth period and help shape our DevOps strategy. About Us: We are at the forefront of wealth management, committed to providing leading-edge technology solutions. Our goal is to build the right foundations and strategy for DevOps, ensuring continuous improvement and innovation … you contribute 6%, we will contribute 15%. Private healthcare. Dental cover. Join us and be a part of our innovative journey in transforming wealth management technology. more »

working independently. Occasional travel to one of our offices may be required. Who are Argentis? What do we do? This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group. We have one mission at our … core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses. We’re looking for talented people to join our teams, to help us more »

Job Summary & Responsibilities The Investment Strategy Group (ISG), within the Asset & Wealth Management Division of Goldman Sachs, provides customized asset allocation solutions to help clients preserve and grow their wealth. The main responsibility of the hire will be to develop customized asset allocation solutions and analysis for our … clients. The hire will work with the rest of the team and private wealth advisors to gather client information, analyze client portfolios, produce customized asset allocation solutions, and put together analysis for presentations. In addition, the hire will assist on the team’s research efforts, which are generally related … reports and presentations for clients - Assist on research related to asset allocation issues and individual asset classes - Provide asset allocation guidance to the Private Wealth Management team - Conduct general business duties, e.g. maintaining presentations, data, meeting records, etc. Basic Qualifications - Strong communication skills, especially the ability to explain more »