26 to 50 of 91 Wealth Management Jobs in the UK

Investment Solutions & Asset Allocation (Discretionary Wealth Management)- Associate Director Job details Location London Date Posted 6 September 2018 Category Investment Job Type Permanent Job ID J16766 Description An exciting opportunity to join a global Asset Manager who are looking to build out their digital wealth platform. This … drive continuous improvement Work with internal and external stakeholders to plan and implement the investment solution Candidate Profile: Relevant experience in a discretionary investment management business Experience designing and managing investment solutions for retail and wholesale clients Knowledge of retail investment vehicles including ICAV and OEIC Self-starter with more »

dynamic workplace where teams are empowered to drive great customer experiences and business results. At AJ Bell we are building the future of personal wealth management platforms through our technology. We have a strong culture of curiosity and collaboration and expect our technology teams to drive the business … conversations, holding your team, peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. Background in Financial Services, specifically Wealth Management. Business relationships within the Wealth Management sector. Understanding of financial markets and financial data. With pride placing value on our people more »

Our client is a successful and well-known specialist asset management business, which has a stable and experienced team. They distribute their produces via the adviser community, and this includes financial advisers, private banks, and national firms and networks. This is an excellent opportunity for an experienced Business Development … key focus on this role. The role will involve making presentations to, and building relationships with, key decision-makers within the UK's largest wealth managers and private banks. Our client has established relationships with leading wealth management firms across the UK, and therefore the role does … partnerships. You must have a long-term partnership ethos to sales and you will be fully conversant in the needs of the adviser and wealth management community. We are also keen to speak to those with excellent presentation skills. This is a great role with a successful firm. more »

Paraplanner Requirements - You will be working towards DipPFS qualification or are already qualified and looking to develop your knowledge further Previous experience within a Wealth Management firm or IFA practice is desirable You have an understanding of regulations and products, and their practical application You are IT proficient … English language and grammar skills and are able to communicate effectively. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions. SJP has funds under management in excess of more »

Job Description - Model Risk Management (Traded Risk) - Vice President (3246520) Job Description Model Risk Management (Traded Risk) - Vice President Job Number: Job Number: 3246520 Posting Date Posting Date : May 1, 2024 Primary Location Primary Location : Europe, Middle East, Africa-United Kingdom-United Kingdom-London Education Level : Master's … Degree Job Employment Type : Full Time Job Level : Vice President Description Model Risk Management (Traded Risk) Vice President London 3246520 Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as … from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. This role resides within FRM's Model Risk Management (MRM) Department which is dedicated to providing independent model risk control, review and validation of models used by Morgan Stanley. These include models used more »

you are a self-starter and happy working with little or no supervision Ideally, you have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified … are confident in dealing with third parties andcan workwith total discretion. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has … funds under management in excess of £169 bn. This business Is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be more »

data to generate crucial reports. This role comes with a lot of responsibility, but the rewards are equally substantial. This is a well-renowned wealth management firm that is dedicated to nurturing and developing your career right from the start. You will already be using SQL and SSRS … BI or Tableau, or any similar analytics platform. In addition, you will be tasked with supporting and maintaining the current data architecture. Experience in wealth management and machine learning is a plus. The starting salary is up to £50,000 a bonus that is reflective on your performance. more »

Account Manager/Relationship Manager Location: Hybrid (Bath, Edinburgh, or London) Join a dynamic FinTech revolutionizing wealth management! If youre an experienced Account Manager or Relationship Manager with a background in SaaS or FinTech, this is your chance to make an impact. What You'll Do: Manage relationships … superior customer service. Partner with clients to migrate business books and discover new growth opportunities. What We're Looking For: Strong experience in fintech, wealth management, financial planning, or financial advice. Passion for leveraging technology to improve investing experiences. Exceptional relationship-building skills and problem-solving abilities. Experience more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

execute strategic projects, with leading companies, to drive transformation through our Digital, Analytics and Consultative capabilities with our industry leading methodologies. Responsibilities Provide relationship management support and leverage to Transformation Services Partners such as managing meeting agendas, recording minutes and documenting actions/follow-ups. Provide business development support … opportunities. Leverage our standard methodologies in the delivery and implementation of project/program scope to drive business value for our clients. Handle project management activities including planning, reporting scope management, dependencies, risks, issues, costs, and resources in the project. Execute project activities and produce deliverables in accordance … in you Minimum Qualifications/Skills Bachelor s degree in the either of the following disciplines: Engineering, Business, finance, Analytics, Computer Science or data management Experience with MIRO, Jira, MS Visio, and various project management applications Project management experience and exposure to Agile/Scrum methodologies is more »

practice means that we are looking to grow the team further by recruiting individuals with experience from across Retail and Commercial Banking, Building Societies, Wealth and Asset Management, Capital Markets, Insurance and Reinsurance.Your roleAssist with the design and development of major programmes, including programme strategy and set up … transformation workstreams including the development of plans, managing critical paths and interdependencies to deliver major change successfully Support progress delivery, including, progress reporting, risk management and financial controls in relation to a project, programme or workstream Support the growth of client relationships, identifying new opportunities within both existing and … taking initiative. We have unique challenges to solve, and often in unique contexts.You should have experience in most of the following:Project/Programme management and Project Management Office (PMO), including understanding the development of plans, governance, reporting, RAID (Risk, Action, Issue, Dependency) management, and project toolsExperience more »

practice means that we are looking to grow the team further by recruiting individuals with experience from across Retail and Commercial Banking, Building Societies, Wealth and Asset Management, Capital Markets, Insurance and Reinsurance.Your roleAssist with the design and development of major programmes, including programme strategy and set up … transformation workstreams including the development of plans, managing critical paths and interdependencies to deliver major change successfully Support progress delivery, including, progress reporting, risk management and financial controls in relation to a project, programme or workstream Support the growth of client relationships, identifying new opportunities within both existing and … taking initiative. We have unique challenges to solve, and often in unique contexts.You should have experience in most of the following:Project/Programme management and Project Management Office (PMO), including understanding the development of plans, governance, reporting, RAID (Risk, Action, Issue, Dependency) management, and project toolsExperience more »

Kingdom-United Kingdom-London Education Level : Master's Degree Job Employment Type : Full Time Job Level : Vice President Description 3250378 #LI-VL1 Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting … from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. This role resides within FRM's Model Risk Management Department which is dedicated to providing independent model risk control, review and validation of models used by Morgan Stanley. These include derivative pricing models … used to monitor counterparty credit risk (XVA/IMM), credit risk (IRB), market risk (IMA), operational risk, capital and liquidity stress tests. Model Risk Management (MRM) professionals in New York, London, Budapest, Frankfurt, Mumbai and Tokyo work closely with business quantitative strategists, risk analytics and risk managers. The London more »

The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management teams,including Wealth … and withdrawals wand processtop ups and withdrawals on onshore and offshore bonds The Candidate 1-2yearsminimum experiencein a similar Financial Planning administration/Wealth Planning administration/IFA administration role. Good organisational&time management skills. A desire to gainFinancial Planningqualifications. Numerate with attention todetail. Excellentcommunications skills both more »

London Education Level : Bachelor's Degree Job Job : Market Risk Employment Type : Full Time Job Level : Vice President Description 3247226 #LI-VL1 Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting … a result of credit, market, liquidity, operational, model and other risks. The role will reside within FRM s Market Risk Department. The Market Risk Management Division ( MRD ) is responsible for the independent identification, analysis, reporting and escalation of all market risk exposures arising from EMEA business activities, acting independently … of business management and providing an effective challenge process. The successful candidate will be located on the trading floor and cover the commodities business which includes North America Power and Gas, EU Power and Gas, Emissions, Oil and Oil Products, Metals and Agricultural Products. About Morgan Stanley Morgan Stanley more »

countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined … GMSLA). Familiarity with corporate, security, finance and insolvency laws, documents and related issues (for example security enforcement). Strong organisational, analytical and time management skills. Ability to work in a fast-paced environment. Excellent communication and interpersonal skills -- ability to interact effectively with all levels of staff and … places emphasis on the performance and growth of the organization Integrity Improve further the understanding and awareness of corporate philosophy, professional ethics, compliance risk management, and code of conduct, and make decisions and take actions from a management position Diversity Statement: Nomura is committed to an employment policy more »

subject areas such as TDD, BDD, test automation and DevOps principles About us UBS is the world’s largest and the 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 »

to push the limit of digital possibilities? Start here. Who are we Goldman Sachs Engineers are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. We look for creative collaborators who evolve, adapt to change and thrive in a fast-paced global environment. The … Digital Client Experience teams in Asset Management provide clients with innovative and customer-centered financial products to drive transformative changes. We bring the best qualities of a technology player and combine that with the best attributes of a large bank. Our Digital teams comprise of three main businesses, underpinned … by engineering, product operations, security and risk management: Digital Client Experience Engineering Digital Client Experience Engineering teams build transformative cutting-edge digital platform and processes that form the core of our key business across liquidity, marketing and sales. Our growth is driven by a relentless focus on our people more »

such as GitLab • bachelor’s/master’s degree or equivalent About us UBS is the world’s largest and the 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 »

tasks with autonomy and integrity, you challenge when appropriate *LI-GB About us UBS is the world’s largest and the 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 »

About Customer Lifecycle Management (CLCM) Team Our Customer Lifecycle Management team focusses on managing and predicting customer needs through the different vintages, pathways and points in time, both in their customer life with Barclays, as well as their life stages and differentiated financial need. They will define the … consistently excellent at scale. What will you be doing This is a leadership position, which reports directly into the MD Head of Customer Lifecycle Management (CLCM). The Customer Contact Optimisation Director will use customer diagnostics (emotional and functional needs) & behaviour analysis combined with model outputs to target and … and commercial planning processes Build strong and productive relationships across functions to influence critical partners across Barclays UK including Customer, Product, Channels, Business Banking, Wealth Management, and COO teams. Customer-centric decision making with ability to influence teams to drive and execute against the right opportunities and optimise more »

Redefined, the UK's leading over-50s age inclusive jobs board. Job Description Team Description The Enterprise Risk team is part of the Risk Management Department and is responsible for: Developing and maintaining the Loss absorbing Tangible Equity (LTE) framework, which is Jefferies Group's internal economic capital. This … enhancement of top down/firm-wide reporting and key metrics with focus on concentrations and diversification; The implementation and maintenance of the Risk Management Framework, Stress Testing Framework, Risk Appetite Framework (including risk appetite definition and calibration), Country Risk Framework, Business Model Analysis, and Risk Strategy and Governance … LTE metrics, before submission to internal stakeholders as part of ongoing reporting. Obtaining the buy-in of business/front office stakeholders and senior management around the capital methodologies used, their calibration and the allocation mechanisms. Requirements The following skills and experience are required for this role: Educated to more »