51 to 75 of 114 Wealth Management Jobs in the UK

Head of Business Intelligence/Team Lead - Wealth Management London The role of Head of Business Intelligence is to lead the development and implementation of reporting and analytics solutions within the IT department. Reporting to the CTO, the role involves setting the vision and strategy for business intelligence … managing a small team, and collaborating with stakeholders to prioritise and deliver solutions. Responsibilities include capability development, business intelligence solution delivery, performance and quality management, and maintaining technical expertise. The ideal candidate has extensive experience in Business Intelligence, data modeling, Azure platform, SQL databases, and DevOps practices. Desired skills … include stakeholder relationship management, familiarity with big data technologies and Azure cloud architecture, relevant certifications, and project management experience. The role may involve additional duties as required. Skills: * Azure Knowledge: Comprehensive understanding of the Azure platform, including knowledge about its architecture, services, and security measures. * Detailed working knowledge more »

Client Reporting Specialist up to £50000 London THE COMPANY Leading 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 REQUIRED … MUST HAVE Minimum of 4 Years Client Reporting experience MUST HAVE Wealth, Investment or Asset Management experience If you do not have the above skills you will not be considered for this role. THE ROLE The overall purpose of this position is to be responsible for the provision … 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 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 »

minded customers around the world. With a global footprint, they serve more than 50 million customers worldwide with a complete range of banking and wealth management 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 »

Financial Services – Permanent – Up to £75,000 Base + Bonus + Benefits Our client, a well-established and growing independent Private Bank offering Banking, Wealth Management and Investment Management services based in London are looking to hire a permanent M365 Administrator to join their Infrastructure team. You more »

London 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 into … team leading at least 2-3 software engineers Role Overview The Lead Developer is a critical leadership role, for the web development of our Wealth Management client's in-house platform. As the Lead Developer you will have responsibility both for the leadership and management of your … working in a fast-moving, dynamic (ideally start up or similar) environment The 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 Officer Provide mentoring and technical guidance to the team, including giving 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 »

Role: Analyst OR Associate - Investor Client Relations (Private Equity) Location: Birmingham City (UK) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private credit. Established in 1988, the Firm has extensive … knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 12 offices in … Associate to join our investors Client Relations team to support, co-ordinate and assist the Client Relations Team Manager with the day-to-day management of existing investor client relationships as well as the investor activities for Capital Dynamics globally. The Analyst or Associate will work closely with investment more »

are now looking for an experienced Team Manager to join their team. The Team Manager role would suit someone with previous Insurance, Financial Services, Wealth Management, Pensions or Accountancy Management experience-basically any professional services industry that is regulated and where you have to deal with a … lot of compliance. You will have previous staff management experience as you will be managing a busy claim's department's daily and monthly activity, ensuring that a smooth running of the claims department to ensure the best level of service to their clients. The successful Team Manager will … Have previous staff management experience Have worked in a mgmt role within a Professional services company Have an understanding of working in a regulatory/compliance industry Have excellent communication skills both verbally, written and face to face Have good IT skills inc MS Office Be used to working more »

Are you are experienced Business Architect with great experience working in Wealth & Financial Services strategy experience? If so then I have an exciting opportunity for you with a top Wealth Management firm based in London. The role itself is a permanent role that offers a salary of … 2x days a week. The right candidate must have strong experience as a Business Architect, as well as the content included below. Required Experience: Wealth and Financial Services strategy consultancy experience from reputable firms. FS practitioner or SME level domain knowledge in Wealth and Asset Management. experience working … in Wealth or Asset Management. Professional Experience/Qualifications Architecture qualifications at professional/expert level, for example, BizBok or TOGAF. 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/wealth management … 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 »

related field. Proven experience in data engineering, data analysis/processing, machine learning techniques, data warehouses, data pipelines, preferably in a Financial Services or Wealth Management environment. Systems/Internal Processes Familiarity with programming languages such as Python, R or Java and with data analysis libraries (e.g. Pandas more »

to tackling new challenges. Knowledge of Life/Pensions products and familiarity with workflow solutions within Application Software would be advantageous. Prior experience in wealth management, life administration, savings, and investments domains is desirable. Values: In alignment with the organisation's values: Embrace a collaborative ethos, valuing diverse more »

company benefits package Bonus: Discretionary – Paid annually The Role: The full administrative and technical support of multiple high performing financial advisers working within private wealth advice circles. Duties include: business processing and client on-boarding client review pack for client meetings quotations/valuations with product providers and managing … accordingly client relationships and being the first point of contact for technical queries as required product research across investments, pensions, protection and IHT work management The Person: Must come from an IFA/wealth management background and have experience of supporting IFA’s/financial advisers in … a private wealth focused environment. 2+ years hands on, practical experience of adviser support Business processing experience for investment and pensions cases Client relationship management experience What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for 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 »

Up-to £80,000 Brio Digital is supporting a finance services company that is rapidly expanding and bringing genuine value and technical excellence to wealth management/financial services firm. As part of their expansion, they are looking for a Technical Consultant who will play a crucial role more »

Looking for a new Frontend Engineering position? This wealth management company are looking for a Frontend Developer to join their development team in Clifton, Bristol . This business looking to double the development team this year, cracking time to join and accelerate yourself from Midlevel engineer to Senior more »

and work through to implementation. Good knowledge of Life/Pensions products desirable. Awareness/experience of workflow solutions within Application Software. Experience in wealth management and life administration, and savings and investments would be advantageous. more »

and work through to implementation. Good knowledge of Life/Pensions products desirable. Awareness/experience of workflow solutions within Application Software. Experience in wealth management and life administration, and savings and investments would be advantageous. If this role sounds of interest and you would like to have more »

background. What you'll be doing: You will enhance and maintain a version of the Paladign system which is used to support the UK wealth management business. The software is maintained in house and has many interfaces with other systems for example financial reporting, order execution, portfolio management more »

background. What you'll be doing: You will enhance and maintain a version of the Paladign system which is used to support the UK wealth management business. The software is maintained in house and has many interfaces with other systems for example financial reporting, order execution, portfolio management more »

and London Brio Digital is collaborating with a dynamic finance services company that is rapidly expanding and bringing genuine value and technical excellence to wealth management/financial services firms, making it an exciting and rewarding environment for a Technical Consultant. As part of their expansion, they seek … delivery-focused environment Hands-on experience in delivering a solution from inception through to implementation Strong background in client-facing roles with great stakeholder management It would be great if you also had experience in some of these, but if not, you’ll be part of a team: A … broad technical background Experience in the financial services domain Architecture and system design experience Experience working directly with executive and director-level management Previous experience as a Software Engineer Carrying a set of whiteboard pens always in your bag or a Miro board available at the click of a more »

Digital is collaborating with a dynamic finance services company that is not only rapidly expanding but also bringing genuine value and technical excellence to wealth management/financial services firms, making it an exciting and rewarding environment for a Technical Consultant. As part of their expansion, they are … delivery-focused environment Hands-on experience in delivering a solution from inception through to implementation Strong background in client-facing roles with great stakeholder management It would be great if you also had experience in some of these, but if not, you'll be part of a team: A … broad technical background Experience in the financial services domain Architecture and system design experience Experience working directly with executive and director-level management Previous experience as a Software Engineer Carrying a set of whiteboard pens always in your bag or a Miro board available at the click of a more »

Programme or Transformation Manager is absolutely essential for this role - Experience working within the investment industry is essential (This can be fund/asset management, asset servicing/TPA, wealth management, fund platforms etc) - Experience of undergoing and delivering upon transformation initiatives helpful - Experience working with offshore more »

The incumbent will be responsible for supporting IT matters with the internal users and work with vendors to support cases related to the BOS Wealth Management Europe, UK branch. He/She is required to drive action plans in improving system performance and provide problem and configurations management. … equipment racks, manage asset for all hardware/software with proper documentation Work closely with vendors to understand and apply hotfixes with proper test management cycle Ensure compliance to internal policies and processes and regulatory requirements Participate into and coordinate with various business unites for IT projects and enhancements … years of relevant working experience in banking or financial industry Good knowledge on UK regulatory/legal requirements. Knowledge about MAS technology risk management guidelines is preferrable. Good technical skiils about Windows OS and cloud hosted systems. Sound knowledge in technology risk assessments Good communication and inter-personal skills more »