76 to 100 of 172 Wealth Management Jobs in the UK

Role A leading investment firm is seeking a seasoned Project Manager/Consultant to support the early-stage development of a data and reporting strategy for a newly launched Wealth platform. This is a high-visibility role focused on designing a scalable MI framework that enables effective oversight of capital flows, investment deployment, and performance analytics. The successful candidate … requirements-ultimately shaping the roadmap for implementation. This role is ideal for a self-starter with strong analytical skills, stakeholder engagement experience, and a background in private markets or wealth operations. This would be an initial 3-month contract with the scope to extend further as the project develops. They work on a hybrid basis with 3 days in … and success factors for execution. Candidate Profile Essential Skills & Experience: Proven experience as a Business Analyst or Consultant/Project Manager in financial services, ideally within private markets or wealth management. Strong analytical and process design capabilities. Excellent communication skills, with experience leading workshops and producing executive-level outputs. Ability to work independently and navigate ambiguity. Familiarity with AI More ❯

Role A leading investment firm is seeking a seasoned Project Manager/Consultant to support the early-stage development of a data and reporting strategy for a newly launched Wealth platform. This is a high-visibility role focused on designing a scalable MI framework that enables effective oversight of capital flows, investment deployment, and performance analytics. The successful candidate … requirements-ultimately shaping the roadmap for implementation. This role is ideal for a self-starter with strong analytical skills, stakeholder engagement experience, and a background in private markets or wealth operations. This would be an initial 3-month contract with the scope to extend further as the project develops. They work on a hybrid basis with 3 days in … and success factors for execution. Candidate Profile Essential Skills & Experience: Proven experience as a Business Analyst or Consultant/Project Manager in financial services, ideally within private markets or wealth management. Strong analytical and process design capabilities. Excellent communication skills, with experience leading workshops and producing executive-level outputs. Ability to work independently and navigate ambiguity. Familiarity with AI More ❯

Business Analyst - Wealth Management – Edinburgh, Scotland (Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst) Are you a Business Analyst looking to take your career to the next level? Do you want to be part of … a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be your next big move. Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an … integrate cutting-edge solutions and deliver high-impact projects. The ideal Business Analyst candidate will have proven experience as a Business Analyst in the financial services sector, ideally within wealth management. A strong background in digital transformation and business process change projects is required. Excellent skills in requirement gathering, process mapping and documentation are essential. Strong stakeholder management More ❯

Business Analyst - Wealth Management - Edinburgh, Scotland (Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst) Are you a Business Analyst looking to take your career to the next level? Do you want to be part of … a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be your next big move. Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an … integrate cutting-edge solutions and deliver high-impact projects. The ideal Business Analyst candidate will have proven experience as a Business Analyst in the financial services sector, ideally within wealth management. A strong background in digital transformation and business process change projects is required. Excellent skills in requirement gathering, process mapping and documentation are essential. Strong stakeholder management More ❯

Proposition Analyst - 6 month FTC Edinburgh (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: We provide investment management and financial planning services to a wide range of Private Clients, Charities and institutional investors, both direct and … across a wide range of business areas including: front office, legal, compliance & risk, client service, investments, finance, business development and change. Brief Role Objective: The Proposition Analyst supports the management and development of the LGT Wealth Management proposition. Specifically it is their role to support the team with the creation of the components and service proposition that More ❯

of Operations and Project Salary range £27,000 per annum (prorated for 22.5 hours) Main Purpose The main purpose of this role is to provide data administration, analysis, information management and performance reporting to the PWM Management team. To ensure the business has all the essential data, information and reports to enable effective decision making, maximise business performance … and ensure compliance. Key Responsibilities Create and provide monthly reports in line with the Wealth Management’s core meetings (e.g. Academy, Management Meetings, Operations Management Meeting) to ensure the business receives accurate Key Business Information Ownership of the central reporting of the PWM Scorecard and any other data reports Weekly Key Performance Indicators (KPI’s) tracking … ongoing advice fees that are at risk are managed with Advisers Support the transfers of any requests regarding Salesforce records Run Salesforce reports as and when required to support Management Information Reporting Maintain Key PWM Reports to ensure accurate client allocations, segmentation and performance Run MyPractice reports as and when required Provide a comprehensive administrative service to key stakeholders More ❯

of Operations and Project Salary range £27,000 per annum (prorated for 22.5 hours) Main Purpose The main purpose of this role is to provide data administration, analysis, information management and performance reporting to the PWM Management team. To ensure the business has all the essential data, information and reports to enable effective decision making, maximise business performance … and ensure compliance. Key Responsibilities Create and provide monthly reports in line with the Wealth Management’s core meetings (e.g. Academy, Management Meetings, Operations Management Meeting) to ensure the business receives accurate Key Business Information Ownership of the central reporting of the PWM Scorecard and any other data reports Weekly Key Performance Indicators (KPI’s) tracking … ongoing advice fees that are at risk are managed with Advisers Support the transfers of any requests regarding Salesforce records Run Salesforce reports as and when required to support Management Information Reporting Maintain Key PWM Reports to ensure accurate client allocations, segmentation and performance Run MyPractice reports as and when required Provide a comprehensive administrative service to key stakeholders More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible … Zurich. We contribute to the architectural shift to the microservices paradigm at Avaloq, developing tools and frameworks used across the company to support various business processes, including comprehensive identity management and product delivery services. Our technology stack includes Java, SQL, Groovy, Spring Boot, Angular, Ping Identity, Docker and Kubernetes. Your Mission Help us to maintain and evolve frameworks and More ❯

Business Analyst - 15 month FTC A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms, on a full time and 15 month fixed term contract with possibility of extension. Business Analysts represents the needs of customers and the business; they serve as the ‘voice of the customer’ and have a … efficiency. Performing user acceptance testing as required. . What we are looking for in our ideal Business Analyst: Proven experience in business analysis, with experience within Financial Services and Wealth Management is essential. Be keen to learn, interested in driving your own career progression and be proactive in taking ownership. Embrace change and continuous improvement Effective communication via … conclusion as to the best solution to offer the organisation. Knowledge of basic computer programs such as Microsoft Word, Excel and PowerPoint along with familiarity of modelling tools, requirements management tools and project management tools. Experience with Digital transformation initiatives and matrix working is desirable. Relationship-building skills – engage multiple stakeholders, project teams and the business. forging strong More ❯

and verbal Public speaking and presentation skills are advantageous Experience with Azure and AKS is highly desirable About us UBS is the world's largest and only truly global wealth manager, operating in over 50 countries with major financial centers worldwide. Our divisions include Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank, offering More ❯

Finance Business Partner - IT - Bank Your new company You will be working for a leading global financial institution providing banking, securities, asset management, and investment services. With a strong presence in APAC and other international markets, the company offers tailored financial solutions to businesses, institutions, and individuals. Its expertise spans corporate finance, wealth management, and capital markets … through a detailed understanding of business and cost drivers. What you'll need to succeed Minimum of 4 years of PQE in IT Finance or Finance Business Partnering/Management Reporting Preferred professional accounting qualification. A strong team player, self-motivated and proactive. Strong communication and presentation skills with proven experience of being able to produce and present complex More ❯

approaches, and championing best practices. About you Demonstrable experience as a Business Analyst, with a track record of delivering impactful change across multiple business areas. A background in Asset Management, Wealth Management, or Capital Markets is highly desirable-but we also welcome BAs with strong experience in other domains. A commercial and customer-focused mindset, with the … working on data-driven initiatives or digital transformation projects is a plus. SQL, Excel, BPMN, PowerPoint and PowerBI skills are highly desirable but not essential. About Royal London Asset Management Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of More ❯

best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. Retail : Empower individual investors - and yourself - in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs … to precious metals, master an exciting world of wealth management tools. Commercial : With boots on the ground authenticity at the heart of everything we do, our comprehensive array of commercial products and services enable you to work directly with our clients, across hedging, risk management, execution and clearing, OTC products, commodity finance and more. Payments : A Swift … transparent pricing across 180+ countries and 140+ currencies. Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you'll have the opportunity to optimize processes and implement game-changing policies. Position purpose: The Risk Valuation Group is responsible for understanding More ❯

Join the Future of Technology with ZILO At ZILO, we're redefining what's possible in technology.ZILO is the UK-based FinTech specialising in global asset and wealth management software,designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management … workshops. Market & Regulatory Awareness: Stay informed about regulatory changes and trends in the transfer agency space, ensuring that the product aligns with current and future industry requirements. Client Relationship Management: Foster strong relationships with clients, understanding their evolving needs and acting as the voice of the customer within the product team. Required Skills and Qualifications: In-depth knowledge of … space. Knowledge of European regulatory environments related to transfer agency services is a plus. Preferred Skills: Familiarity with agile methodologies and tools (e.g., Jira, Confluence). Experience with product management tools and frameworks. A background in client relationship management or consultancy, particularly in financial technology solutions. Enhanced leave - 38 days inclusive of 8 UK Public Holidays Private Health More ❯

in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. Description: An exciting opportunity has arisen for an Application … where you will need to draw on extensive experience and/or specialist skills within application technology to plan and deliver audits. The IT Audit Senior II role involves management and problem solving with minimal day-to-day oversight, leading and performing audit related activities, managing others on audits, and working as a team member on other audit assignments … capable of auditing a wide range of processes. Has built a deep understanding of core concepts in data analytics, relevant technology, the regulatory environment, the financial services industry, project management and business processes and can integrate these concepts into audit processes and leverage them to solve difficult problems. Develops relationships with the Audit Project Leader and/or audit More ❯

tools and enhance our modelling capabilities using Python, R, SQL, NLP, and machine learning. Collaborate across data, infrastructure, and engineering teams to build scalable solutions. Guide the development of management reporting, investment KPIs, and external disclosures. Mentor a team of analysts, championing a culture of collaboration and continuous improvement. ✅ What You’ll Bring Proven experience in data analytics or … quant roles within financial services, asset or wealth management. Strong grasp of data infrastructure, modelling, and financial datasets (e.g. Morningstar, Bloomberg, Datastream). Proficiency in Power BI, Alteryx, Snowflake , and advanced Excel. Coding in Python, R, and SQL is highly desirable. Understanding of ESG, performance, risk, and liquidity data. Excellent communication skills, with the ability to present complex findings More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible More ❯

high-calibre Financial Services industry change leaders, including ex-MDs from top-tier firms and new talent. We are the consulting partner of choice for leading FinTechs, Banking, Asset & Wealth Management, Insurance, and Market Infrastructure clients. Responsibilities Working with our clients to understand their business challenges and problems - undertaking requirements gathering, client interviewing, documentation of processes and process … team culture where people are recognised for their contribution Actively get involved in the new consulting community Candidate Profile Previous operations experience Previous experience in delivering change within asset management Degree level qualification Excellent problem solving skills and evidenced ability to break problems down into logical steps Excellent organiser and evidenced ability to co-ordinate and deliver complex outcomes. More ❯

Our client, a major UK retail bank, provides every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. On behalf of this organisation, AMS are looking for an AI Service Designer for a contract role until end of More ❯

Our client, a major UK retail bank, provides every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. On behalf of this organisation, AMS are looking for an AI Service Designer for a contract role until end of More ❯

provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We enable clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and … Application functionality improvements driven primarily by the Electronic Trading Desk. Support for existing Market Data applications and clients. Key Relationships: Global Market Data Team Electronic Trading Business Equities Business Management Other Equities Technology development teams Technology Infrastructure Teams. Feed Handler Vendors i.e. VELA, Exegy etc. Exchanges/Alternative Trading Venues Key Skills and Experience required - Good working knowledge of More ❯

Inside IR35, Programme Manager, Wealth Management , Axelos MSP , Building and Launching Commercial platforms, Agile, APM Programme, Project Delivery, Programme Communication, Requirements and Solutions, Transformation My leading wealth management client is looking for a Programme Manager to work on assisting the business in the building and launching of commercial platforms across the group. You must have a … proven background in the Wealth sector and also combine this with the commercial experience to be in consideration (ideally with Axelos MSP/APM experience) Key areas Proven background in the delivery of Wealth Management platforms Ability to deliver assigned programmes in accordance with the programme lifecycle and risk management process, ensuring decisions are made according … to agreed principles Excellent Stakeholder Management : Through programme delivery, build and maintain effective stakeholder and external technology suppliers/partners relationships at senior levels. Provide control, planning, direction, oversight, monitoring and reporting of the assigned programme and all projects or workstreams within the assigned programme. Identify, mitigate and communicate risks and issues that have the potential to impact the More ❯

Inside IR35, Programme Manager, Wealth Management , Axelos MSP , Building and Launching Commercial platforms, Agile, APM Programme, Project Delivery, Programme Communication, Requirements and Solutions, Transformation My leading wealth management client is looking for a Programme Manager to work on assisting the business in the building and launching of commercial platforms across the group. You must have a … proven background in the Wealth sector and also combine this with the commercial experience to be in consideration (ideally with Axelos MSP/APM experience) Key areas Proven background in the delivery of Wealth Management platforms Ability to deliver assigned programmes in accordance with the programme lifecycle and risk management process, ensuring decisions are made according … to agreed principles Excellent Stakeholder Management : Through programme delivery, build and maintain effective stakeholder and external technology suppliers/partners relationships at senior levels. Provide control, planning, direction, oversight, monitoring and reporting of the assigned programme and all projects or workstreams within the assigned programme. Identify, mitigate and communicate risks and issues that have the potential to impact the More ❯

Join our growing team at SEI and take the next step in your career. We're seeking a business development director to initiate asset management partnerships with Wealth Managers and Financial Advisers in the North of UK. This role offers the opportunity to further your own growth whilst contributing to the success of our clients and SEI. SEI … NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital-whether that's money, time, or talent-so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI … with a leading Global investment manager. An opening to promote innovative solutions proven to meet the needs of our target audience and drive further adoption of SEI's asset management services. A defined territory with a substantial panel of prospective wealth and advisory firms. Dedicated marketing support to drive pipeline growth. Flexibility to design, build and manage custom More ❯

Business Analyst - Wealth Management - London (Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst) Our client is a highly respected wealth management firm renowned for delivering tailored investment solutions and financial planning services to … to be part of a forward-thinking organisation that blends tradition with innovation, offering a dynamic environment where your expertise will make a tangible impact on the future of wealth management. The ideal Business Analyst candidates will have previous experience within the financial services sector, ideally in wealth management. Strong expertise in digital transformation and business process change … projects is required. Excellent requirement gathering, process mapping and documentation skills are essential. Strong stakeholder management abilities, working with both technical and non-technical teams is required as is experience of working within Agile and change management environments. Knowledge of regulatory and compliance requirements in financial services is desirable. All Business Analyst positions come with the following benefits More ❯