Developer with Oracle Forms and SQL Server - Financial Services - East London Our Client is specialist software company developing software for the pensions, insurance and wealthmanagement software market place. They are currently looking to recruit an Oracle with PL/SQL and Oracle Forms Developer with at least … years commercial experience of writing applications developing Oracle Forms applications. You will ideally have experience of working on and developing pensions and or wealthmanagement systems. The Client will be moving from Oracle 10 to Oracle 11g very shortly so this could be great move to learn the more »
least 3 to 5 years experience development experience of Oracle Forms and of PL SQL. You will be developing maintaining and supporting pensions and wealthmanagement systems. So any experience of life insurance or pensions applications would be very handy. This is role where you will be supporting 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 … peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. The nice to haves Background in Financial Services, specifically Wealth Management. Business relationships within the WealthManagement sector. Understanding of financial markets and financial data. How we work With pride placing value more »
This is a 6 Month FTC** The Client Our client is a boutique wealthmanagement company, highly recognised and fantastic reputation. The Role The Client Services Assistant/Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the more »
Job Title: Security Engineer Salary: £80,000 to £100,000 We are seeking a Security Engineer, for a fast-growing FinTech firm, specialising in WealthManagement and Financial Advisory. You'll play a pivotal role in establishing and fortifying the firm's cybersecurity infrastructure. As the first dedicated … 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 … as Python, PowerShell, etc. Familiarity with industry-recognized frameworks (eg, CIS, ISO) and regulatory guidelines (eg, GDPR). Experience with intrusion detection, prevention, and management (eg, SIEM). Strong understanding of cloud computing and application of security controls in cloud architectures. Knowledge of containerization (eg, Docker) and Kubernetes-based more »
and Asia Pacific. Deutsche Bank offer their clients commercial and investment banking, retail banking and transaction banking as well as ground-breaking asset and wealthmanagement products and services. On behalf of Deutsche Bank, AMS are now looking for a Branch Operations Analyst (Vault Assistant) to work in … self starter with excellent attention to detail The ability to learn new concepts quickly and the confidence to work through unfamiliar processes Good time management skills, with the ability to work on multiple streams of work in a group and individual environment. The ability to react positively to change more »
We are the consulting division of Davies, accelerating business, technology and people performance across financial services including banking, asset and wealthmanagement, insurance and other highly regulated industries. We are currently seeking a Director to join our team on a permanent basis within our Asset & WealthManagement … Director will be a motivated, self-starter with a credible and proven track-record in the leadership of delivery programmes and projects in the wealth/retail investment sector. The Director will act as a senior and experienced member of the Asset & WealthManagement consulting team in … required to do the role: Strong track record of leading large and/or complex business and technology change programmes and projects. Must have wealthmanagement and delivery experience. Ability to connect and communicate with C-level and executive stakeholders. Excellent vendor management and influencing skills. High more »
Pay rate: up to 775 GBP per day Duration: 6 months Work type: hybrid Description Department/Job Overview: The WealthManagement Platform International (WMPI) is responsible for defining the technology platform strategy for Global WealthManagement locations outside of Switzerland, Singapore, Hong Kong and the … of change deliver, and support with leadership of implementation topics where required, in conjunction with the local business team Qualifications Essential Skills: Core Project Management experience and skills (7 years+) WealthManagement/Private Banking knowledge and experience Ability to communicate and produce high-quality presentation materials more »
The Company Our client is a WealthManagement company based in the City of London, highly recognised with a fantastic reputation. The Role The Investment Administrator/Investment Assistant will support an established Investment Management team and will be responsible for drafting client reports to coincide with … internal systems to be processed by the Investment Manager. The Candidate A minimum of 2 years Investment Assistant/Investment Administration experience supporting a WealthManagement desk Ideally level 4 RDR qualified - or willing to study IAD eventually Excellent written and verbal communication skills. Organised and able to more »
cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage, and securities research, as well as wealth and asset management. Jefferies Private WealthManagement is a boutique practice serving the complex needs of entrepreneurs, corporate executives, and family offices. Our … growing business and open architecture platform brings sophisticated advisory services together with the global execution of Jefferies. Private WealthManagement professionals provide a full range of products, services, and capabilities to investors. Support implementation of the Third-Party Risk pillar of DORA (Digital Operational Resilience Act), in particular … integration of DORA-requirements into the Firm’s established Vendor Risk Management/Outsourcing governance framework, to ensure the Firm is compliant with DORA regulations by mid-January 2025. Perform system and process assessment and provide analysis and guidance. Support the design and delivery of potential solutions, new automations more »
Associate – Conduct Risk The firm is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealthmanagement services that meet the varied needs of account holders, including individuals, charities, and pension funds. The firm specialise in helping clients protect … and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning. About this opportunity: • You will be joining the Conduct team within … data-led strategy. • This is ideal for candidates with strong analytical and quantitative abilities who are looking to further develop their skills within the WealthManagement environment. Responsibilities Include: • Support the activities of the Conduct team and champion the embedding of a healthy culture, optimal business ethics and more »
ensure compliance with UK regulations and industry standards. Key Responsibilities (Individual Position): Work collaboratively to support the change delivery of lending projects for the wealth business segment. Collaborate closely with business stakeholders to ensure that the functionality delivered meets the specific needs of the wealth lending domain. Contribute … and other relevant technologies to drive successful project outcomes. Ensure compliance with UK regulations, including MCOB and CCA, throughout the project lifecycle. Leverage your wealthmanagement experience to provide valuable insights and recommendations for process improvements and optimization. Key Skills/Knowledge: Understanding of UK regulations, including MCOB … and CCA Wealthmanagement experience Proficiency in Avaloq Core and MS Dynamics Minimum of 3 years of experience as an Avaloq Business Analyst If the above sounds of interest, please apply with your updated CV to find out more. Thanks more »
We are currently recruiting for a Finance Systems Analyst for one of our wealthmanagement clients who is a leading and ambitious entity in the finance industry with a robust presence of approximately 450 dedicated professionals spread across the UK and the Channel Islands. Salary offered up to … supporting data flows, rolling accounting periods Own and maintain the existing finance systems data structures e.g. chart of accounts, business hierarchies Support any system management activities required e.g. configuration updates, integrations, and upgrades. Support the resolution of system issues: Investigate and determine the root cause of the issue Coordinate … capacity TM1/Planning Analytics development experience is absolutely essential Prior experience in managing P2P & expense systems is preferable e.g. Coupa, Concur, etc. Ideally WealthManagement experience, but willing to consider wider FS/outside of the industry Strong in-person and online stakeholder management skills PowerBI more »
Job Description VP role within Global Counterparty Credit Risk management will be responsible for supporting the team’s counterparty primary credit coverage of hedge funds, family offices, and asset managers with secondary responsibilities supporting coverage of Banks and Broker Dealers. The role will be instrumental in assisting with ongoing … management and growth of the Equities (PB/OTC Derivatives), Fixed Income (Repo/Reverse Repo) and OTC FX businesses. The position requires close interaction with Equity and Fixed Income businesses, Legal, Collateral Management, and other internal groups. Hedge fund experience is essential for successful candidate.** Primary Responsibilities … 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income more »
City Of London, England, United Kingdom Hybrid / WFH Options
Davies - Consulting Division
We are the consulting division of Davies, accelerating business, technology and people performance across financial services including banking, asset and wealthmanagement, insurance and other highly regulated industries. The opportunity: Our People & Organisational Performance practice delivers effective and innovative digital learning solutions all around the world that accelerate more »
An exciting contract opportunity has arisen with one of our most notable wealthmanagement clients as they search for a Compensation Analyst to join their team on a contract basis. Joining a dynamic team of compensation experts, you will be integral to the BAU duties of the team more »
support, engaging, stakeholders, SMEs, product managers, BAs, Solution Architects to achieve the required Enterprise Architecture or solution outcomes. Qualifications: Vast Experience working as a Wealth or Asset Management enterprise architect. Or Proven experience as an enterprise architect in tier1 Financial Services firms more broadly. Delivered modern software and … Science, Engineering, Physics or Mathematics. Minimum enterprise architecture qualifications at professional/expert qualification standard covering Azure and TOGAF. Only candidates with Asset/WealthManagement Experience will be considered for this opportunity. If you meet the above criteria then please apply for immediate consideration and a confidential more »
THIS ROLE IS A 12 MONTH FTC The Client Our client is a highly successful Investment Management and WealthManagement firm. The Role This Marketing Manager role will suit an individual who has Marketing Management experience within Financial Services. The highly organised individual will take responsibility … for the implementation of the marketing plan, alongside the established WealthManagement Marketing Team. The Marketing Manager role is a generalist marketing role, covering all aspects of the marketing mix. Taking responsibility for Marketing Campaigns, Projects and Events alongside other members of the Marketing team. The Marketing Manager … will implement the WealthManagement brand re-fresh across marketing literature, working with the Head of Marketing and Senior Marketing Manager. Take ownership of marketing activities to support regional office locations and develop client experience strategy to include: implementation of client welcome packs, analysis of results from the more »
financial advisory firm, is seeking a talented and driven M&A Senior Analysts and Associates specialising in FIG M&A in the asset and wealthmanagement sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the … asset and wealthmanagement sectors, we want to hear from you. Candidates with a background in other Financial Institutions Group (FIG) sectors will also be considered. Responsibilities: Lead and execute M&A transactions within the asset and wealthmanagement sectors, including financial analysis, due diligence, valuation … industry professionals, and key stakeholders to generate new business opportunities. Stay updated with industry trends, regulatory changes, and market developments related to asset and wealth management. Requirements: Bachelor's degree in finance, economics, or a related field. An advanced degree (MBA, CFA, etc.) is a plus. Extensive experience in more »
FIG M&A for their London team. Fluent German required. If you have a strong financial industry background, particularly in FIG and asset/wealthmanagement sectors, we want to hear from you! Responsibilities: Leading and executing M&A transactions in asset/wealthmanagement, including … new business opportunities. Requirements: Bachelor's degree in finance or related field, with an advanced degree preferred. Extensive M&A experience in asset/wealthmanagement, with FIG knowledge preferred. Strong financial analysis and modeling skills, along with excellent communication and project management abilities. Professional fluency in … German If you're a motivated professional with asset/wealthmanagement M&A experience and fluent in German, don't miss this opportunity to join a leading global firm in London! Apply now more »
an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, and constructing and … maintaining relationships with important stakeholders to achieve this. The Product Risk Manager will require WealthManagement or Private Banking product knowledge and will confidently be able to provide constructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating … as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Bank’s management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »
Robert Half is recruiting for a Client Services Associate to join a wealthmanagement company. ROLE: Client Services Associate - 2-3 years experience LENGTH: 12 Months contract LOCATION: on site - London PAY: Day Rate depending on experience Skills -A background within Wealthmanagement in a similar more »
Major UK asset/wealthmanagement group seeks a financial crime specialist, currently or recently holding SMF17, for its MLRO opening. The job holder is ultimately responsible for identifying and managing financial crime risk in line with company appetite, spanning AML/CTF, ABC, fraud prevention, sanctions and … are in place. Candidates are sought with proven experience in a dedicated financial crime role holding MLRO/SMF17 status, preferably from within the wealthmanagement industry, although other sectors of financial services will also be considered. Hays Specialist Recruitment Limited acts as an employment agency for permanent more »
minded customers around the world. With a global footprint, they serve more than 50 million customers worldwide with a complete range of banking and wealthmanagement services, enabling customers to manage their finances and protect and build their financial futures. Purpose: To cope with our expansion, we are … awareness of the leading technologies in each domain Advanced hands-on experience with Amazon Web Services and its core architectural components/utilities Database management skills like scaling, performance management, capacity planning, etc., PostgreSQL If you've got the passion and dedication to help us go the distance more »
Who we are? Raymond James is a wealthmanagement 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 »