1 to 25 of 58 Wealth Management Jobs in the UK excluding London

their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and more »

their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and more »

their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and more »

Are you passionate about DevOps and eager to drive innovation in a cloud-first environment? We are a forward-thinking wealth management company dedicated to making financial advice more accessible. Enjoy the close-knit atmosphere of a smaller company with the stability and growth opportunities of a larger … organization. Join us during this exciting growth period and help shape our DevOps strategy. About Us: We are at the forefront of wealth management, committed to providing leading-edge technology solutions. Our goal is to build the right foundations and strategy for DevOps, ensuring continuous improvement and innovation … you contribute 6%, we will contribute 15%. Private healthcare. Dental cover. Join us and be a part of our innovative journey in transforming wealth management technology. more »

TIFFANYS WEALTH MANAGEMENT LTD Financial Services Senior Administrator Position Description Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role Team Leader/Management experience essential Person Description Must be extremely Organised and able to multitask. Must have strong … of contact for Staff members to assist with queries/issues To assist with the daily running of the office To work alongside the Management Team ensuring excellent client outcomes To build knowledge in Financial Services To build and maintain strong relationships with clients and keeping them up to … provide Administration support to the Advisors ensuring accuracy and attention to detail Ensure Staff are up to date with training Client Administration Production of Wealth Accounts and Investor Returns Client servicing process including Annual Reviews Managing and overseeing the completion of Debrief actions Seeing cases through from start 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 »

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 … conversations, holding your team, peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. Background in Financial Services, specifically Wealth Management. Business relationships within the Wealth Management sector. Understanding of financial markets and financial data. With pride placing value on our people more »

a wide range of stakeholders in areas such as Client Services. Risk and Compliance, CASS, Continuous Improvement and external Custodians A historically well performing Wealth Management firm with strong plans Flexible hybrid working set up - 3 days in office The role: Supporting the Operations Director this key management role will lead and provide strategic direction for various Operations teams, Settlements, Client Cash Management and Custody/Transfers) against a firmwide 5 year plan. This will encompass a number of exciting change initiatives, process improvement and automation. To fit well in the role you will have: Significant … experience leading cross-functional teams in the Wealth Management sector and influencing peers and senior staff in other teams. Significant stock market knowledge, ideally gained in the clearing sector, including working CREST and custodian experience and a solid understanding of international settlements, custody, and cash management. Strong risk more »

Our client is a successful and well-known specialist asset management business, which has a stable and experienced team. They distribute their produces via the adviser community, and this includes financial advisers, private banks, and national firms and networks. This is an excellent opportunity for an experienced Business Development … key focus on this role. The role will involve making presentations to, and building relationships with, key decision-makers within the UK's largest wealth managers and private banks. Our client has established relationships with leading wealth management firms across the UK, and therefore the role does … partnerships. You must have a long-term partnership ethos to sales and you will be fully conversant in the needs of the adviser and wealth management community. We are also keen to speak to those with excellent presentation skills. This is a great role with a successful firm. more »

Lawyer - Managing Associate, Financial Regulation, Edinburgh Excellent 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 Edinburgh, 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 »

Inside IR35, Hybrid, Liverpool, London, North West, West Midlands, BI Developer, BA Analyst, Reports Developer, Power BI, Qlik, Tableau. Snowflake, Alteryx, Financial Services, Wealth Management, Dashboarding. My leading financial services client is looking for a Business Intelligence Analyst to join them ASAP you will be involved in producing … support both day-to-day business activity and change programs in achieving their objectives You must have a proven background in Financial Service/Wealth Management Proven background in delivery of the BI requirements of strategically significant change and transformation projects Contribute to the Business Intelligence function's more »

portfolio of clients. If you have a keen interest in the pensions and investment sector, and you have administrative experience within financial services or wealth management, we'd love to hear from you! Hours, salary and benefits: 35 hours per week Monday - Friday, 9:00am - 5:00pm … with the following skills and experience: Extensive previous experience of providing similar administrative support to an IFA, or within a similar financial services or wealth management business CII Level 3 Certification or Level 4 Diploma would be beneficial but is not essential IT proficient, with a good working more »

Manchester Are you a Pensions Administrator or similar, eager to take the next step in your career in financial service to join a renowned wealth management powerhouse, committed to your professional development with tailored training programmes, study support and a clearly defined path to become a Financial Advisor … career. On offer is the opportunity to join a dynamic and growing company as part of a dedicated team, specialising in financial planning and wealth management. For nearly 50 years, they have moved from strength to strength as they continue to commit to professionalism, fair treatment to clients, and … Administrative duties Sending periodic annual suitability lettersThe Person: Pensions Administrator or similar Knowledge of PensionsReference Number: BBBH13504b Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor We are an equal opportunities employer and welcome applications from all suitable more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

MHA Caves Wealth is the wealth management division of MHA, one of the largest firms of accountants, tax and business advisers in the UK. We provide expert, independent wealth and investment management services for individuals and their businesses. The firm has its head office in … and codes of conduct. Dealing with regulatory information requests in an open and honest manner. Key Responsibilities: • Ensuring the firm keeps up to date management information (MI) and that any adverse trends or recurring problems identified are reported to the Compliance Manager. • Assisting the Compliance Manager in ensuring appropriate … from either Financial or Professional Services. • Diligent, analytical, with a good eye for detail. • Excellent written and verbal communication skills. • Good organisational and time management skills. • Ability to multi-task. • Excellent IT skills, including use of Microsoft Excel, Word, and PowerPoint. • Ability to foresee potential issues and to provide more »

The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management teams,including Wealth … and withdrawals wand processtop ups and withdrawals on onshore and offshore bonds The Candidate 1-2yearsminimum experiencein a similar Financial Planning administration/Wealth Planning administration/IFA administration role. Good organisational&time management skills. A desire to gainFinancial Planningqualifications. Numerate with attention todetail. Excellentcommunications skills both more »