16 Permanent Wealth Management Jobs in London with Remote Work Options

type: Hybrid Salary range: £90K-£100K We are partnered with and international Investment Bank who are looking for a Performance Manager to join their Wealth Management 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 Wealth Management 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 Wealth Management team as well as finance colleagues 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 more »

Proposition and Solution Consultant – Wealth (Investment Managed) Company Overview SS&C is a leading global provider of mission-critical, cloud based software and solutions for the financial and healthcare industries. Names to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is … Financial Industry. Position Overview The candidate will be expected to support the defining and driving forward of the propositional offering(s) for Investment Managed Wealth which will require working closely with internal and external stakeholders, including and not limited to product owners, change management and delivery. Candidate is … expected to bring a solid domain knowledge of the wealth management functional processes and industry knowledge to the role and to use this in a consultancy nature to aid internal and external stakeholders. The candidate will also be expected to support new sales opportunities through understanding prospect client more »

32k-£40k + benefits and bonusGreat opportunity for a Financial Services Client Administrator (or similar), with c2+ years experience in Finance/Investment/Wealth Management 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 »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET 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 »

Financial Regulation London £90,000 - £115,000 Basic + bonus & benefits. Are you a qualified lawyer with significant experience relating to regulatory matters within Wealth Management and Investment Platforms? Do you work for a law firm or financial institution? Would you like to change your role and work … Regulation based in London, with hybrid working. You will be a minimum of 4 Years PQE with a focus on various aspects of retail wealth and investments, including retail customer compliance matters, PE investment, M&A, asset sales, commercial arrangements, distribution, conduct, FCA engagement, capital requirements, remuneration and SM … you will be a qualified lawyer (4+ years PQE) with a background in Financial Regulation as it relates to organisations such as Investment Platforms, Wealth Managers, Custodians and SIPP providers, in addition to the below requirements; A good understanding of the regulatory framework, including regulatory permissions, COBS, CASS, Consumer more »

Who we are? Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has … to ensure document accuracy and compliance with organisational standards Responsibilities The primary responsibility is to conduct client file reviews for Financial Planning and Discretionary Management for both new and existing business according to agreed plan. Utilise information from Supervision and Compliance monitoring in relation to portfolio management, trading … and AML to assist in reviews Document review findings appropriately for feedback to Branch Principals and inclusion in audit reports. Create and maintain appropriate management information for distribution to management and committees. Create, maintain and update policies and procedures for reviewing and monitoring file reviews. Assist in providing more »

but they're not a deal breaker. However, the ability to write clear reports in business English is an absolute necessity, as are project management skills and personal organizational ability. We are hiring for mid-level testers - you'll be working with some very talented and experienced testers, and … there will be lots of opportunity to grow and develop your technical skillset. Your duties and responsibilities will include: • Work with stakeholders and management to develop red team scenarios consistent with real world cyber threats • work collaboratively with blue teams and other security monitoring functions • execute controlled red team … and submit detailed reports of findings, analysis, and recommendations • take part in operational briefings and presentations to technical teams, non-technical stakeholders, and senior management • provide technical expertise to the bank in general Your team You will be working as a member of the global Cyber Testing & Assurance team 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 Wealth Management industry, you will be leading the design and development of the platform Senior Salesforce Developer - What you will be doing: Be the 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 Wealth Management industry, you will be leading the design and development of the platform Salesforce Architect - What you will be doing: Be the driving more »

Location: London, UK Hybrid working model Description Department/Job Overview: An outstanding opportunity to join us in a diversified role within Client Lifecycle Management and Controls within UK Wealth Management (WM) in London. You will be partnering with the Relationship management and Compliance Teams to … degree or alternative education in a relevant field. Previous experience working for a Financial Institution. Private Banking experience is preferred. Demonstrable experience in Project Management within AML/Financial Crimes is preferred. Strong experience in Process improvement and Change Delivery within Financial Crime. Previous experience in KYC Periodic Reviews … corporate structures such as Trusts, Funds and SPVs, KYC/CDD requirements and anti-money laundering and financial crime regulations and standards. Source of wealth/funds/KYC assessment for high-net worth individuals is required. Knowledge of FATCA/AEI and Sanctions requirements is an asset. Experience more »

detail, client-centric approach, and be a self-starter who can work well under pressure. They should also have excellent analytical, problem-solving, time management, and communication skills. Desirable skills include knowledge of investment funds and related products, retail platform experience, agile methodology, management and influencing skills, experience … equity compensation and brokerage, cross-organisational collaboration, financial planning, and working in a fast-paced, growth-oriented environment. The client is a global investment management firm that offers a wide range of financial products and services, including mutual funds, retirement plans, and wealth management services. Spearhead the … aspects of product development Thrive in a fast-paced, high-pressure environment while maintaining strong attention to detail Showcase excellent analytical, problem-solving, time management, and communication skills Preferably bring experience in areas such as investment funds, retail platforms, agile methodology, equity compensation, and cross-organizational collaboration Exhibit strong more »

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 wealth management 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 »

the future of an integrated platform that services financial services clients. Working with cloud-based, state-of-the-art technology, and a microservices-based wealth management 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 more »

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 »

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 »