3 of 3 Remote Wealth Management Jobs in Yorkshire

Job Title: IT Project Manager - Wealth Management (Technical & Business Change) Location: Sheffield (Hybrid - 2 to 3 days onsite per week) Contract Type: Permanent (Open to Contract) Salary: Flexible, dependent on experience Overview: We are seeking a skilled IT Project Manager with a strong background in wealth management to lead and deliver complex technology initiatives. This role … including plans, budgets, risks, and reports. Collaborate with third-party vendors and internal teams to ensure successful delivery. Required Experience: 5+ years' experience as an IT Project Manager within wealth management . Proven track record of delivering technical projects (e.g., infrastructure, software development, platform migrations). Experience driving business change initiatives alongside technical delivery. Strong understanding of wealth management platforms, client lifecycle, and regulatory context. Familiarity with Agile, Waterfall, or hybrid methodologies. Excellent communication and stakeholder management skills. Desirable Skills: Certifications such as PMP, PRINCE2, Agile PM, or Scrum Master . Experience with CRM, portfolio management, or client onboarding systems. Knowledge of regulations such as MiFID II, GDPR, and FCA guidelines. More ❯

Minimum of 2 years’ experience in marketing, communications, or a related role (experience within the IT or tech sector is a plus). Strong understanding of marketing principles, campaign management, and brand consistency. Excellent written and verbal communication skills with great attention to detail. Proficient in social media management, email marketing (HubSpot preferred), and basic SEO. Strong organisational … and project management skills able to juggle multiple priorities and meet deadlines. Confident, proactive, and able to work both independently and collaboratively. Friendly, positive, and professional, with a “can-do” attitude and sense of humour. What we offer in return to the successful Marketing Executive: Monday to Friday- remote role Salary £30,000 per annum UK’s leading wealth management pension scheme Training and career development prospects 22 days holiday entitlement + Bank Holidays If you are passionate about making a significant impact and want to be part of a dynamic team and unique organisation, this role is for you! Please do not hesitate to contact us for more details. Paradigm Employment Services Ltd is acting as More ❯

Manager as required. Accurately process purchases, sales, billing, expenses, and banking transactions. Manage debtors, creditors, and credit card accounts, and perform regular bank reconciliations. Support recurring revenue and cost management, including the tracking of stock, licensing, and subscriptions. Prepare and process journals, accruals, and prepayments in a timely and accurate manner. Oversee direct debits and manage electronic payment platforms. … Assist in the preparation of management accounts on a monthly, quarterly, and annual basis. Contribute to the creation of key financial reports, including Profit & Loss, Balance Sheet, Cash Flow, Accounts Receivable, and Accounts Payable. Support the preparation of consolidated group accounts. Provide cost analysis and margin reporting to support financial performance and improvement initiatives. Help develop and enhance robust … AAT qualification or studying toward ACCA/CIMA preferred but not essential. Strong knowledge of accounts payable/receivable, bank reconciliations, invoicing, journals, and accruals/prepayments. Experience supporting management accounts, financial reporting, payroll, and VAT/compliance processes. Understanding of cost accounting, margin analysis, and recurring revenue models (advantageous). Proficient in Xero and Microsoft Excel (including formulas More ❯