26 to 47 of 47 Wealth Management Jobs in the UK excluding London

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 »

Role: Analyst OR Associate - Investor Relations Management (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 … works cross functionally across the entire organization. Role Purpose: Capital Dynamics is seeking an Analyst OR Associate to join our investors investor client relationship management team to support, co-ordinate and assist the Client Relations Team Manager with the day-to-day management of existing investors across all 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 »

to perform technology design activities across group functions, channel, product, technology or suppliers as required by projects and programmes, and to assist the Technology management team in architectural leadership, governance, and management of key design knowledge and artefacts (including operating models, roadmaps, infrastructure architecture, IT standards and patterns … environments Experience as a Technology Architect on major change or transformational programmes with a broad range of analytical, design and IT skills, preferably in Wealth Management Recognised Architecture/IT qualifications (e.g. TOGAF, ITIL) are desirable Familiarity with associated framework concepts, including the TOGAF Enterprise Continuum, ITIL Service more »

SearchDATA Group are partnered with a Newcastle-based business that are striving to revolutionise wealth management by using technology to drive change and deliver innovative solutions that simplify financial planning. Their approach blends the best in qualified and regulated financial advice with technology that gives you the know … is looking for an experienced C# Developer to join its large technology team, responsible for the delivery of their software platform that consolidates your wealth, allows you to make investments, and gives you expert-level financial advice. This role allows for a balance of independent work as well as 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 »

footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail … our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing 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 »

and greeting at the office You will be responsible for business submission using bespoke software. Your role will involve day-to-day use and management of the Practices CRM database You will keep the back-office system updated maintaining live files and case notes You will be responsible for … bespoke software Excellent literacy, numeracy, and communication skills Strong attention to detail and able to problem solve and think on your feet Good time management and planning skills It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total … discretion St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £179bn. This business more »

role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol-based FTSE 250 Wealth Management company. You will … with other teams within the business and external companies Supporting the team's risk and control activities to ensure good client outcomes and risk management culture About you We invest in our teams - we don't require you to have a background in financial services. A successful candidate must more »

D activities. Coordinating tasks among program teams, internal departments, and external organizations. Establishing and leading project teams to optimize delivery efficiency within a matrix management environment. Ideal Candidate Profile: You are recognized for your purposeful leadership and your ability to drive projects to successful outcomes. Thriving in fast-paced … environments, you excel in time management and maintaining composure under pressure. Your creativity and motivation empower you to take initiative and adapt to evolving priorities. As a collaborative team player, you build strong relationships with peers and stakeholders, fostering an environment of knowledge sharing and innovation. Key Competencies: Experience … in managing large-scale Change/Transformation programs. Knowledge of the wealth management and pensions industry. Understanding of Information Technology systems in a Financial Services context. Proficiency in working with outsourced partners and providers. Track record of successfully managing complex solutions, teams, and activities. Strong IT skills, including more »

Compliance Analyst - Wealth Management Bristol Area (1-2 days a week in office) £35k - £45k DoE Minimum of 1-2 years experience within Compliance or as a Paraplanner Role Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer 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 »

to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with … knowledge to deliver an unrivalled level of service to their clients. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has … funds under management in excess of £179bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed 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 »

ensuring that the organisation's business capabilities are well-defined, understood and optimised. This role requires a deep understanding of the offshore investment and wealth management industry. Leading innovative answers to business problems and uncovering hidden solution capability and value, supporting the continuous development and enhancement of new … agenda is highly aligned to strategic business objectives. To achieve this, the role holder will bring a high degree of sophistication to senior stakeholder management, including the ability to translate complex technical concepts into plain English and to articulate the art of the possible in technology's role to … architecture views Experience of working in a range of change delivery models (e.g. Scrum, XP, SAFe, Waterfall/plan-driven) Proficiency in domain roadmap management Strong experience with solution architecture, including business capability-based architecture Familiarity with the RFI/RFP process, including technical and non-technical aspects Knowledge 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 »

support towards Diploma Opportunity to progress through the business Auto-enrolment pension Employee-owned business Skills and experience required: Previous experience working in a wealth management/financial planning firm Good technical knowledge in pensions, protection and investments Excellent communication skills Someone who takes pride in their organisation 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 »

advice companies with over a decade of award-winning advice plus a platinum 5-star Feefo customer experience rating. They are a customer-focused, wealth management, equity release, mortgage advice, and home finance financial services company which aims to provide expert advice to people of all ages. Their … local SEO, and SEO reporting tools. Strong understanding of web design and development, HTML/CSS coding, and link-building strategies. Experienced with content management systems (CMS) and website optimization platforms, such as WordPress. Benefits A highly competitive compensation package. Hybrid working model with work-life balance in mind. more »

Executive – Financial Services Guildford Up to £35,000 + Excellent Prospects CV Screen is recruiting for a Digital Marketing Executive for a well-established Wealth Management company. The role is office based in Guildford and a salary of up to £35,000 is available. ROLE DETAILS Your role more »

advice Produce technical bulletins to be sent to clients and introducers when appropriate. The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 2-years’ experience in supporting IFA’s/financial advisers from a paraplanning perspective. Essential quals more »