6 Wealth Management Jobs in West Yorkshire

Lead Platform Engineer Leading Wealth Management Firm Leeds/Remote About 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 … 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 »

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 »

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 »

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 »

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 »

Job DescriptionJob Title: Lead Cloud EngineerLocation: LeedsSalary: Up to £80kStart: ASAPMy 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 Cloud Engineer who can more »