ADLocation: LondonWorking type: HybridSalary range: £90K-£100KWe are partnered with and international Investment Bank who are looking for a Performance Manager to join their WealthManagement Team at VP/AD level. In this role you will be responsible for the coordination and execution of financial planning and … forecasting deliverables, business partnering and management reporting. The position will be focused on the WealthManagement Europe business with a concentration on businesses and cost base.What will you do?As the Performance manager you will:Develop, manage and run working relationships within the European WealthManagement … based in head office.Participate and contribute to required workshops, meetings, stakeholder updates and project presentations.Where possible work/assist with automation opportunities within performance Management functions and processes.Work with and be the point of contact for head office finance, providing data and insight as requested on a monthly, quarterly more »
South East London, England, United Kingdom Hybrid / WFH Options
Carousel Consultancy Ltd
32k-£40k + benefits and bonusGreat opportunity for a Financial Services Client Administrator (or similar), with c2+ years experience in Finance/Investment/WealthManagement to join a small yet successful teamProvide administrative support to investment service activitiesCompetitive salary and benefits package offeredIncredible offices, great location and … dynamic and sociable environmentHybrid working - 3 days per week in the officeOur client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Financial Services Client Administrator, with c 2 years experience, to join them as a Desk Administrator.The role will suit someone with a … keen interest in wealth/investment management, our client will help support career progression and further study for those wishing to undertake qualifications. Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced and forward-thinking environment. The more »
South East London, London, United Kingdom Hybrid / WFH Options
Aj Bell Limited
dynamic workplace where teams are empowered to drive great customer experiences and business results. At AJ Bell we are building the future of personal wealthmanagement 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 WealthManagement sector. Understanding of financial markets and financial data. With pride placing value on our people more »
Job DescriptionA leading Revenue Management Platform within Asset & WealthManagement, our client requires a strategic sales specialist to further drive market share and brand recognition across the UK.Revenue Management Platform within Asset & Wealth ManagementRemote, LondonBase up to £130,000 + Extensive Commission + BenefitsThe Position … sales productivity with the help of the CRM systemContinuous building of sales pipelineThe Candidate:Applicants will be expected to demonstrate:12+ years working within Wealth Asset Management5+ years within sales the sector, or Financial ServicesA proven hunter of new business within complex sales processesUnderstand client pain points and identify … organization, on an exciting journey committed to becoming a leading firm with a world class team.They are on a mission to create meaningful, differentiated wealth solutions that help people live their best life, helping their clients grow revenue, reduce costs, manage risk, and delight their customers.Lots of growth opportunitiesFlexible more »
Job DescriptionClient Reporting Specialistup to £50000LondonTHE COMPANYLeading London Based Investment Manager whose Investment Management services in Equity and Fixed Income Strategies make them industry leaders. The company have a long history and this will be a great opportunity for the right person.SKILLS AND EXPERIENCE REQUIREDMUST HAVE Minimum of … Years Client Reporting experienceMUST HAVE Wealth, Investment or Asset Management experienceIf you do not have the above skills you will not be considered for this role.THE ROLEThe overall purpose of this position is to be responsible for the provision and design of custom client reporting content as well … Office relationship managers for the setup and on- boarding of clients onto our accounting and reporting platform· Prepare client reports including, investment reports, consolidated wealth report and other financial analyses within strict deadlines· Deliver a superior online or PDF user experience through the provision of customized reporting content.QUALIFICATIONS AND more »
benefits Vallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and WealthManagement industry, you will be leading the design and development of the platformSenior Salesforce Developer - What you will be doing:Be the driving more »
+ benefitsVallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and WealthManagement industry, you will be leading the design and development of the platformSalesforce Architect - What you will be doing:Be the driving force more »
Job DescriptionLondon or Hants - £100-120k basic + bonus Leading Wealth Manager is seeking a Tech Lead/Lead Developer with Python and Django/other web framework to be based 2 days per week in either their London or Hampshire/Hants offices. Great opportunity to get … 2+ years team leading at least 2-3 software engineersRole OverviewThe Lead Developer is a critical leadership role, for the web development of our WealthManagement client's in-house platform. As the Lead Developer you will have responsibility both for the leadership and management of your … of working in a fast-moving, dynamic (ideally start up or similar) environmentThe successful candidate will be responsible for the following:Day to day management and leadership of the developers in the team, reporting into the Chief Technology OfficerProvide mentoring and technical guidance to the team, including giving advice more »
observations with clients, execute the plans discussed and effectively escalate to chief compliance officer• The role will require developing forensic tools (as necessary), stakeholder management, ability to multi-task and maintaining comprehensive documentation• Propose ways to create efficiencies for identifying risks in a thematic way• Work on time-sensitive … investigations and meet tight deadlines.Basic Qualifications/Skills:• Bachelor’s degree required: preferably in accounting, finance, law, business management or related field.• Strong understanding of the regulatory landscape in the US, UK, or APAC.• In-depth understanding of the financial services industry predominantly asset/wealthmanagement … Demonstrate high-quality execution and attention to detail.• Inquisitive mindset focusing on identifying risks and inefficiencies.• Strong communication skills – written and verbal.• Excellent time management and ability to multi-task• Sense of intellectual curiosity, enthusiasm, integrity, and confidentiality• Strong analytical and organizational skills• Self-starter with the ability to more »
South East London, England, United Kingdom Hybrid / WFH Options
Quant Capital
drives the future of an integrated platform that services financial services clients.Working with cloud-based, state-of-the-art technology, and a microservices-based wealthmanagement product, the Technical Consultant/Analyst Programmer focuses on integrating software into clients operating environments, while showing clients how to use products … be driven and interested to gain some serious financial experience. The future of this role moves either down the architecture route or the development management path.My client offers one of the best training and development packages in the market, all inclusive.My client is based in London currently working remote more »
Job DescriptionJob Title: Security Engineer Salary: £80,000 to £100,000We are seeking a Security Engineer, for a fast-growing FinTech firm, specialising in WealthManagement and Financial Advisory. As the first dedicated cybersecurity professional you'll play a pivotal role in establishing and fortifying the firm's … into development processes.Conduct thorough reviews of existing tools and processes, identifying gaps and implementing enhancements to strengthen our security posture.Perform security scanning and vulnerability management, taking proactive measures to reduce operational risks.Monitor security alerts and implement mitigations to safeguard against potential threats and attacks.Develop and deploy tools and automation … in cloud architectures.Familiarity with distributed event stores such as Apache Kafka.Proficiency with operating systems (e.g., Linux) and command-line interfaces.Experience with network security, incident management, and penetration testing.Familiarity with automated cloud-based CI/CD pipelines and secure software design principles.In addition to your technical prowess, we require strong more »
to 5 years commercial experience of writing applications using Oracle, Oracle Forms and PL SQL. Any experience of life insurance, pensions, fund or wealthmanagement systems would be very useful for this role. The main function of the position is to develop in Oracle, Oracle Forms and PL more »
South East London, England, United Kingdom Hybrid / WFH Options
Financial Divisions
pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status.My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme. more »