23 Wealth Management Jobs in the UK excluding London with Remote Work Options

Compliance Manager Wealth Management Location: Doncaster (Hybrid) Salary: £45k - £60k + benefits Stuck in a rut? Frustrated in a business with no clear desire or plans for growth? Is it time to join a business as ambitious as you? This wealth management firm has ambition, there … to join and this could be the start of a very interesting journey for you. Supporting the Head of Compliance, you’ll use your Wealth Management compliance experience to provide group-wide compliance advice, guidance and support at all levels. You’ll work closely with 1st line (including … through training and regulatory updates and help ensure the firm meets all Consumer Duty requirements. You’ll have gained strong Compliance experience in a Wealth Management environment and will be able to act as a ‘critical friend’ to the business, providing constructive challenge as and when required. You 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 »

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 »

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 »

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 »

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 »

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 … 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 Wealth Management sector. Understanding of financial markets and financial data. How we work With pride placing value more »

Operational Risk Analyst Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £50k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already establishing … this could be the start of an exciting journey for you. You’ll assist the Risk Manager with delivering and maintaining the enterprise risk management framework for the Group as well as performing a robust 2nd line assurance programme through the execution of RCSAs. You’ll work with senior … 1st line colleagues to complete risk management assessments to manage risk and also build a strong risk culture from top to bottom across the Group. You’ll have gained good experience in a broad Risk Management role within the Financial Services arena with a particularly strong understanding of more »

Senior Compliance Advisory Manager Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £75k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already … You’ll also be responsible for developing and implementing compliance training programmes and monitoring their effectiveness. In addition, you’ll perform horizon scanning, keeping management informed of and relevant regulatory changes, their potential impact on the business and recommending appropriate responses. You’ll have gained previous experience in a … Compliance experience within an investment management or wealth management environment and will be fully conversant with relevant FCA regulations. You’ll also possess excellent communication and stakeholder management skills and the ability to deliver engaging Compliance training at all levels across a business. Interested? Click apply more »

Financial Crime Analyst Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £50k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already establishing … start of an exciting journey for you. Reporting into the Financial Crime Manager, you’ll assist with the firm’s Financial Crime oversight and management to prevent and detect money laundering, fraud, terrorist financing and bribery. You’ll develop and implement policies, procedures and controls to ensure ongoing Financial … a 2nd Line Financial Crime role within the Financial Services arena and possess an excellent working knowledge of relevant AML regulations. Any previous investment management or wealth management experience would be advantageous as would experience of conducting financial crime investigations. Interested? Click apply and send over your more »

days per week (in either location) 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 team members … 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 and act as his deputy (when required) Provide mentoring and 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 »

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 »

Award winning Wealth Management client is seeking an experienced and collaborative Risk Analyst to join our welcoming team. This full-time Risk Analyst hybrid role is based 2 days in Bath and offers a favourable salary of up to 50K and benefits (bonus, 34 days holiday, 7% pension … your first few weeks in this Risk Analyst role, you can expect to: Support the Risk Manager to ensure our client's Enterprise Risk Management Framework is operating across the company Analyse risks as well as identify, describe, and estimate the risks affecting the business Oversight and management … solutions to difficult business issues To apply for this Risk Analyst role, your soft skills, expertise and experience should include: Operational risk experience Stakeholder management and good communication skills Detailed and results-oriented Awareness and understanding of the Data Protection Act Good understanding of Consumer Duty regulations. Desirable: IRM more »

Are you CIPD Qualified to level 5, experienced with TUPE transfers and looking to develop your skills by joining a market leading wealth management company with an established and successful People Team? If the answer is yes, we have the opportunity you are looking for! Due to business … you will be involved in the day to day Group People processes of supporting the business with Employee relations queries whilst also supporting the management of TUPE transfers into the business, ensuring compliant and effective processes are followed and information is accurately processed and maintained. As Group People Advisor … you will be responsible for: Supporting the management of TUPE transfers into the business ensuring compliance with TUPE legislation. Supporting ongoing aspects of acquisition onboarding and integration to business. Providing professional, confident, pro-active and business focused Human Resources advice and support to all managers and employees whilst promoting more »

Job Title: Lead Cloud Engineer Location: Leeds Salary: Up to £80k Start: ASAP My client is one of the UK’s Leading Wealth Management firms. They are currently building out a Tech Hub in Leeds for their Personal Wealth Arm, and are now looking for a Lead more »

Are you an experienced Software Applications Specialist ? Do you have experience supporting and configuring Sonata, a wealth management system ? Would you like to work for a fantastic company in Glasgow who have a great story to tell and are embarking on a major transformation ? My clients office is more »

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities … and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partner Why Evelyn Partners Tunbridge Wells Located centrally within Tunbridge Wells, our office at … Wells Railway Station. Additionally, we provide on-site parking facilities. Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces. We pride ourselves on fostering a supportive and inclusive environment, prioritising learning, and development to more »

to-day functions of the office liaising with other NFP companies Person specification Knowledge, skills and abilities: Previous experience working within the Private Client Wealth Management industry Strong working knowledge of private client back office software Good IT skills including Microsoft Office suite Experience of cashflow modelling software … written communication skills Ability to work to a high level of accuracy and prioritise effectively Education/and or Experience Previous experience in a wealth role Previous exposure within a tech enabled back office Key information: Hours: Monday – Friday, 35 Hours Location: Bromsgrove/Birmingham Hybrid If this sounds more »

in line with the teams procedures manual. Ensure that you are actively participating in the 4+1 habits from Lean methodology. These include dynamic Visual management boards, appropriate team meeting involvement, continuous improvement through identification and resolution of issues, and standard operating procedures. Support the continuous improvement across the team … follow and maintain internal procedure documents and ensure they are kept up to date and accurate. Knowledge, Skills and Experience Excellent organisational and time management skills High level of accuracy and attention to detail Ability to grasp new tasks and IT system quickly Strong written and verbal communication skills …/5-9) including Maths & English Experience of working as part of a team Desirable 2 years industry knowledge and an interest in the wealth management sector more »

Self-employed Mortgage Adviser Needed! One of our highly successful and leading businesses, IBA Wealth Management Ltd, are currently seeking a mortgage adviser to join their team, on a self-employed basis. The company recognise the importance of flexible/hybrid working providing their staff the option to … from home or a mix • Support of Director – Who is a very experienced Investment & Pension advisers and industry person • Opportunity to go on a Wealth Journey with QFP Financial Adviser School and to transfer into their other business area doing Investment & Pensions as a restricted financial planner Key Words more »

The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + … meeting clients’ needs and objectives of full client recommendations and subsequent suitability reports with clients and providers The Person: Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. We are looking for: Minimum QCF Level 4 diploma qualified 1+ years … to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc) Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter What next? Follow the link attached to apply via CV submittal. Further questions? Feel free more »