51 to 75 of 145 Wealth Management Jobs in the UK

digital intelligence with a human touch to enable smarter, more flexible and more secure advice delivery. We are a passionate collective across financial services, wealth management, enterprise software development, UX design and client delivery, that show up every day to help financial institutions to transform how advice is more »

liaise with TPA on all corporate action matters Good knowledge and understanding of corporate actions (UK and International) and how they impact at a Wealth Management portfolio level Understanding of Book costs in relation to Corporate Actions Central point of contact for all Front Office client queries relating more »

MBF are currently partnering with one of the UK's top Wealth Managers to fill a key role within their Client Services team. Our client is a leading Wealth Management firm renowned for its commitment to excellence and client satisfaction. With a track record of success and … alongside seasoned professionals and make a tangible impact within a market leading organisation. Requirements: Candidates must have some kind of background working in the wealth management sector and have good understanding of the importance and impact of the regulatory framework within which wealth management sits. Support … hybrid working. Professional Development: You will have access to ongoing training and development opportunities to enhance your skills and advance your career within the wealth management industry. Collaborative Environment: Join a collaborative and supportive team where your contributions are valued, and you'll have the opportunity to work more »

Head of Development/Engineering - Wealth Management - £150,000+ Orbis are partnered with a Wealth Management firm in London who offer a variety of services for high net-worth individuals and institutions, with a focus on helping them achieve their long-term financial goals through innovative … by 2025. This will be around 20% hands-on, so some coding will be required. You'll also be responsible for: Day to day management and leadership of the team, reporting directly into the CTO Identify any technical inefficiencies in existing systems and provide solutions for improvement Drive implementation 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 »

My client, a leading wealth manager is looking to expand their Financial Planning and Analysis team. In this role, you will be focused on working on the Wealth Management European business, and will have a concentration on consolidated management and head office reporting. For this position … in order to consolidate financial insight from subject matter experts and also communicate this back to the finance team in head office. Responsibilities: · Designing management reporting deliverables · Develop, manage and run working relationships within the wealth management finance team · Participate in and contribute to required workshops, meetings … Produce monthly consolidated WME and WMI MI packs, which are presented to the WME ExCo · Coach/prepare the CFO and Director of Performance Management on the financial performance of WME on a monthly basis · Work closely with the financial control teams across WME during the monthly close to 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 »

is one of the largest within the company and advises some of the best-regarded brands in the sector, in particular across banking, asset & wealth management and private equity, and housebuilding & real estate. The team has a strong track record of advising on high-profile projects in the … from the DirectorDefining communications strategy, generating ideas and driving media campaignsPresent to C-Suite level executives and other key advisers with confidence and authorityWorkflow management for junior members of the team - assigning tasks and managing workload across the client portfolioAbility to apply a creative approach to client briefs; initiate … new business through pitching and marketing supportTHE PERSON6+ years’ experience of working in Corporate PRProven experience in the Financial Services, with experience in asset management (including investment trusts), wealth management and pensions desirableExperience in running personal finance focused accounts and campaignsExcellent media relations skills and contact bookExperience 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 »

activities in banking, financial planning and investment management. The Role This is a great opportunity for a Client Services Executive in Private Banking or Wealth Management in a supporting role to the Client Relationship Manager and their client book of UK & International clients. The successful candidate will support … and assist the Client Relationship Manager with Client Account Opening – KYC documentation, general banking, investment management and all client related administration. The Client Services Executive will liaise with internal stakeholders to for purposes of client account opening, client instructions (execution of identification, call back, payments, deposits, loans, FX deals … Manager meetings and general business trips. The Candidate Ideally 1 years’ minimum experience in a similar client supporting role in a Private Banking or Wealth Management environment Takes ownership for tasks and challenges and seek continuous improvement more »

Paraplanner Requirements - You will be working towards DipPFS qualification or are already qualified and looking to develop your knowledge further Previous experience within a Wealth Management firm or IFA practice is desirable You have an understanding of regulations and products, and their practical application You are IT proficient … English language and grammar skills and are able to communicate effectively. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions. SJP has funds under management in excess of more »

execute strategic projects, with leading companies, to drive transformation through our Digital, Analytics and Consultative capabilities with our industry leading methodologies. Responsibilities Provide relationship management support and leverage to Transformation Services Partners such as managing meeting agendas, recording minutes and documenting actions/follow-ups. Provide business development support … opportunities. Leverage our standard methodologies in the delivery and implementation of project/program scope to drive business value for our clients. Handle project management activities including planning, reporting scope management, dependencies, risks, issues, costs, and resources in the project. Execute project activities and produce deliverables in accordance … in you! Minimum Qualifications/Skills · Bachelor’s degree in the either of the following disciplines: Engineering, Business, finance, Analytics, Computer Science or data management · Experience with MIRO, Jira, MS Visio, and various project management applications · Project management experience and exposure to Agile/Scrum methodologies is more »

such as GitLab • bachelor’s/master’s degree or equivalent About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

Albany Beck is an award-winning consultancy specialising in Technology, Risk and Compliance within Financial Services. We work with top tier Investment Bank, Asset Management firms, Hedge Funds and Fintechs. What differentiates us from other consultancies is our people and as a result; As an organisation, we are focused … and large Regulatory programmes. Job Summary We are seeking an experienced and dynamic Test Lead with a strong background in Avaloq to join a Wealth Management company based in London. The successful candidate will lead our testing efforts, ensuring the quality and reliability of our Avaloq banking software … solutions. This role involves overseeing the entire testing lifecycle, from planning and strategy to execution and delivery. Test Management: Develop and implement comprehensive test strategies and plans for Avaloq projects. Coordinate and lead all testing activities, including functional, integration, regression, and user acceptance testing (UAT). Quality Assurance: Ensure more »

companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group more »

Portfolio Assistant Salary: £28,000 – £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations. Job Description: • Collating and analysing quarterly AUM figures. … to date, including tracking performance metrics and maintaining data integrity. Qualifications & Experience: • CISI/CFA level 4 qualified. • Previous experience in investment operations, portfolio management, or related roles essential. • Analytical and quantitative skills, with proficiency in financial modeling techniques. • Excellent attention to detail and organisational skills. • Proficiency in Microsoft more »

Product Owner Location: Hybrid London or Birmingham Salary: £75,000 - £95,000 dependant on experience Role Do you havegreat knowledge of financial services and Wealth Management? Have Experience in managing projects focused on digital solutions, processes and/or digital products? Then this may be the ideal role … a key point of contact in relation with customers. Organize and participate in regular customer status meetings. Must have experience in the following – • Client Management & Portfolio Accounts. • Costs and Charges. • UK & Overseas Settlements. • Custody & Reconciliations. • Cash Management & Reconciliations. • Corporate Actions. • Dividends. • Stock Transfers. • Finance/Accounting. • Client Reporting. more »

digital intelligence with a human touch to enable smarter, more flexible and more secure advice delivery. We are a passionate collective across financial services, wealth management, enterprise software development, UX design and client delivery, that show up every day to help financial institutions to transform how advice is more »

from a network of 11 locations across Lincolnshire, Nottinghamshire and Leicestershire, our services include accountancy, tax and business advice, audit, marketing and sales, payroll, wealth management, legal and probate, IT solutions, and support for international trade. Our team includes more than 450 talented individuals who work together to … role: May be part qualified in the relevant field(s) - either by qualifications or experience. Strong range of IT skills and experience of database management systems High level of attention to detail and organisational skills. High standard of professional and personal conduct and ethical behaviour Strong communication skills, written more »

finance, and explore a world of opportunity at the speed of markets. Goldman Sachs Engineers are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. We look for creative collaborators who evolve, adapt to change and thrive in a fast-paced global environment. Private … Wealth Management The Private Wealth Management (PWM) business provides end to end Investment Management services and advice across a large range of asset classes for high net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to onboard … clients. Our software helps realize a client's goals and objectives, develops and implements an integrated wealth management plan and delivers first-class client service. The Private Wealth Management Group (PWM) within GS develops and manages relationships with wealthy individuals and family groups, advising them on more »

The Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the … Wealth Management firm is providing a high quality level of advice in line with internal policies and FCA requirements. The Quality Assurance Advisor will work alongside a small team and engage with key stakeholders in the business and compliance in supporting the development of the Wealth Management more »

ADLocation: LondonWorking type: HybridSalary range: £90K-£100KWe 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 … 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 »

Job DescriptionLead Platform EngineerLeading Wealth Management FirmLeeds/RemoteAbout Us:Join a pioneering wealth management firm dedicated to empowering individuals and families worldwide to achieve their financial dreams. With our visionary approach and advanced technology, we deliver tailored solutions that redefine wealth management.Position Overview:We … re seeking a dynamic Engineering Lead to drive innovation and excellence in our team. You'll spearhead the design, implementation, and management of cutting-edge infrastructure solutions, ensuring our systems are secure, reliable, and scalable.Responsibilities:Lead our DevOps team in crafting and maintaining scalable infrastructure solutions.Architect and manage cloud … learning and development opportunities.Collaborative and supportive work environment.Ready to Make Your Mark?If you're passionate about driving change and shaping the future of wealth management, we want to hear from you. Join us on our journey to redefine what's possible in finance. Apply now more »

looking to grow their team substantially as part of their structured growth plan. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach. In the last couple of … can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good … ideal skill set would look like the following: Strong academic background 1-5 years’ experience in a role that includes financial modelling Exposure to Wealth Management e.g., financial planning for private clients is advantageous but not essential Strong understanding (or interest in) of the private banking and asset more »

Robert Half is recruiting for a Client Services Associate to join a wealth management company. ROLE: Client Services Associate - 2-3 years experience LENGTH: 12 Months contract LOCATION: on site - London PAY: Day Rate depending on experience inside IR35 Skills -A background within Wealth management in more »