20 Wealth Management Jobs in the South East

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 DescriptionHead 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 CTOIdentify any technical inefficiencies in existing systems and provide solutions for improvementDrive implementation of automated 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 »

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 »

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 »

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 »

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 and … document improvement 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 with … 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 »

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 »

benefits Vallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and Wealth Management industry, you will be leading the design and development of the platformSenior Salesforce Developer - What you will be doing:Be the driving more »

+ benefitsVallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and Wealth Management industry, you will be leading the design and development of the platformSalesforce Architect - What you will be doing:Be the driving force more »

Job DescriptionLondon 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 … 2+ years team leading at least 2-3 software engineersRole OverviewThe 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 … of working in a fast-moving, dynamic (ideally start up or similar) environmentThe 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 OfficerProvide mentoring and technical guidance to the team, including giving advice more »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing … team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth Planners, and ensuring the clients needs are fully supported for the best outcome. The Paraplanner Team Leader will draft reports and other forms of … The Paraplanner Team Leader will prepare documents as well as complete research for client presentations, including identifying any potential advice to raise with the Wealth Planner. The Paraplanner Team Leader will be the main point of contact for the team and will take action where appropriate when escalating any more »

drives 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 working remote more »

Job DescriptionJob Title: Security Engineer Salary: £80,000 to £100,000We are seeking a Security Engineer, for a fast-growing FinTech firm, specialising in Wealth Management and Financial Advisory. As the first dedicated cybersecurity professional you'll play a pivotal role in establishing and fortifying the firm's … into development processes.Conduct thorough reviews of existing tools and processes, identifying gaps and implementing enhancements to strengthen our security posture.Perform security scanning and vulnerability management, taking proactive measures to reduce operational risks.Monitor security alerts and implement mitigations to safeguard against potential threats and attacks.Develop and deploy tools and automation … in cloud architectures.Familiarity with distributed event stores such as Apache Kafka.Proficiency with operating systems (e.g., Linux) and command-line interfaces.Experience with network security, incident management, and penetration testing.Familiarity with automated cloud-based CI/CD pipelines and secure software design principles.In addition to your technical prowess, we require strong more »

Job Type: Full-time Salary: Up to £44,000 per annum Exciting opportunity for a 3rd Line IT Support Engineer to join an established wealth management and financial services company. This role involves providing high-level technical support, maintaining a strong customer focus, and contributing to the development 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 »

experience. They have accountants in Kent and accountants in London, serving clients in the surrounding areas. The team includes financial advisors, tax accountants and wealth management experts. Are you the right person for the job? To excel in this role, you should possess the following skills and qualifications more »

pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status.My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme. more »