Financial Planner , Financial Advice , Wealth Management , Level 4 Diploma/Chartered

Company IconJJ SEARCH LIMITED
Location IconLondon

Our client is an established Investment Management firm.The RoleThe Financial Planner will focus on managing HNW clients. Partly office based but also visiting clients in and around London.The Financial Planne...Read More>>.

Posted: June 6th, 2026
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Wealth Management, UMA Development, Vice President, London/Edinburgh

Company IconJPMorgan Chase & Co.
Location IconCity of Westminster

Build the platform that helps advisors deliver exceptional investment experiences for clients around the world. You’ll own meaningful outcomes—turning user needs into scalable product capabilities that improve proposals, portfolio implementati...Read More>>.

Posted: October 4th, 2026
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Wealth Management, Deposit Pricing, Vice President, London

Company IconNext Frontier Capital
Location IconLondon

Job summary As a Vice President in the Global Deposit Pricing and Strategy team within Global Private Bank, you will lead analytics and pricing strategy for a global deposit portfolio across multiple products, currencies, and platforms. Y...Read More>>.

Posted: October 4th, 2026
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Senior Compliance Manager, FCA & Wealth Management

Company IconQuilter plc
Location IconLondon

Quilter plc, a leading UK wealth manager, seeks an experienced Compliance Manager in London, with second-line responsibilities across FCA regulation and compliance governance.You will advise on policy, monitor key registers, and support reg...Read More>>.

Posted: October 4th, 2026
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Asset & Wealth Management - Digital and Data Transformation - Product Manager - Vice President

Company IconNext Frontier Capital
Location IconGlasgow

Organization Description JPMorganChase Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise...Read More>>.

Posted: October 5th, 2026
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Wealth Management Financial Controller - Controls

Company IconSchroders
Location IconHorsham

Schroders seeks a Financial Controller to join the Wealth Management Financial Control team, owning integrity of financial records, month-end closes and statutory reporting for multiple Wealth Management entities.You will collaborate with W...Read More>>.

Posted: October 5th, 2026
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AI Product Manager - Wealth Management Strategy

Company IconNatWest Group
Location IconManchester

NatWest Group is seeking an Artificial Intelligence Product Manager for Private Banking Wealth Management. You will define the strategy and vision for PBWM's strategic AI themes, focusing on client engagement and stakeholder-aligned roadmaps....Read More>>.

Posted: October 5th, 2026
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Wealth Management: Commercial Insights Lead

Company Icon4952 Barclays Bank PLC
Location IconLondon

Barclays Bank PLC in London seeks a Commercial Manager for Wealth Management to turn complex data into actionable insights, analysing performance and delivering recommendations to senior stakeholders. You will lead management information, performa...Read More>>.

Posted: October 6th, 2026
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Senior Manager, Real Estate Solution Architect/Technical Business Analyst, Investment Management & Wealth, Technology & Transformation

Company IconDeloitte
Location IconLondon

Overview In this role you design and deliver innovative technology solutions that transform Real Estate operations for Deloittes IM&W ODS practice. You work with stakeholders to translate business needs into detailed architectures, e...Read More>>.

Posted: October 8th, 2026
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Principal Analyst – Wealth Management

Company IconGlobalData Plc
Location IconLondon

Who We Are... GlobalData operates an intelligence platform that empowers leaders to act decisively in a world of complexity and change. Location: London Location type: Hybrid Who We Are... GlobalData o...Read More>>.

Posted: September 22nd, 2026
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Wealth Management Operations Specialist

Company IconGoldman Sachs Bank AG
Location IconLondon

Goldman Sachs in London seeks a Wealth Management Professional to provide client service management support to PWM clients and assist sales teams with new accounts, liquidity management, and ongoing maintenance.You will collaborate with Pri...Read More>>.

Posted: September 22nd, 2026
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VP of Sales - Wealth Management

Company IconCFRA Research
Location IconLondon

VP of Sales - Wealth Management Department: Sales Employment Type: Full Time Location: London, UK Description Note: This role is primarily remote with the expectation of meeting in per...Read More>>.

Posted: September 24th, 2026
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Management Accountant – Wealth Management

Company IconLGT Crestone Wealth Management Limited
Location IconLondon

LGT Wealth Management UK LLP is seeking a qualified finance professional to lead monthly management accounts, balance sheet reconciliations and intercompany reporting across UK entities.The role requires strong technical accounting skills,...Read More>>.

Posted: September 27th, 2026
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Wealth Planner - Wealth Management

Company IconHackajob Ltd
Location IconIpswich

Hackajob Ltd is hiring a Wealth Planner - Wealth Management based in Ipswich, Suffolk, East Anglia, UK. This is a Full time opportunity. Join us as a Wealth Planner, where youll play a key role in helping clie...Read More>>.

Posted: September 27th, 2026
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Head of Financial Crime Oversight, Wealth Management

Company IconSchroders
Location IconLondon

Head of Financial Crime Oversight, Wealth ManagementLondon, United KingdomJob DescriptionWe are seeking an experienced Financial Crime Compliance Senior Manager to join our second line Financial Crime Compli...Read More>>.

Posted: October 4th, 2026
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Lead Financial Crime Oversight – Wealth Management

Company IconSchroders
Location IconLondon

Schroders in London seeks a seasoned Head of Anti-Financial Crime Oversight for Wealth Management. The role provides second-line oversight across AML, sanctions, fraud, high-risk client reviews and regulatory reporting, guiding first-line processe...Read More>>.

Posted: October 4th, 2026
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Strategic Account Executive – Wealth Management (DACH)

Company IconAddepar1
Location IconLondon

Addepar, a global data and AI platform, is seeking a German-speaking Account Executive to manage consultative sales with Wealth Managers, Family offices and Multi-Family Offices across the DACH region. You will lead cross-functional efforts with M...Read More>>.

Posted: October 4th, 2026
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Wealth Management, Mortgage Solutions Specialist, Vice President, London

Company IconJPMorgan Chase & Co.
Location IconLondon

Wealth Management, Mortgage Solutions Specialist, Vice President, London LONDON, LONDON, United Kingdom Job Identification 210777676 Business Unit Asset & Wealth Management Posting Date 08/06/2026, 10:47...Read More>>.

Posted: October 4th, 2026
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Internal Audit, Wealth Management - Consumer Banking, Vice President, London

Company IconCFA Institute
Location IconLondon

Job Description INTERNAL AUDIT In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advisi...Read More>>.

Posted: October 5th, 2026
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Strategic FP&A Partner — Wealth Management

Company IconSchroders
Location IconLondon

Schroders is seeking a Finance Business Partner to join the Wealth Management FP&A team. The role focuses on partnering with the WM COO, including Transformation, Operations, Technology and Data functions, acting as a trusted advisor with forward-...Read More>>.

Posted: October 5th, 2026
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J.P. Morgan Asset and Wealth Management - Digital and Data Transformation - Product Manager, Associate, Edinburgh

Company IconNext Frontier Capital
Location IconCity of Edinburgh

As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organisation, the product team aims to re-design the end-to-end Operating model and tool set for our client facing teams, creating an omni channel digital experien...Read More>>.

Posted: October 5th, 2026
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Investment Associate

Company IconArtemis Human Capital
Location IconBelfast

An exciting opportunity for an ambitious individual to build a career in venture capital with a specialist investment business.The business is open to candidates who are relatively early in their career and would particularly...Read More>>.

Posted: September 27th, 2026
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EO2 - Department of Finance

Company IconBlueArrow
Location IconBelfast

Position: Executive Officer (EO2) Pay Rate: £15.83 per hour Hours: 37 hours, 9am to 5pm; Monday to Friday Duration: 30/04/202...Read More>>.

Posted: September 28th, 2026
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Finance Graduate Programme

Company IconFieldfisher
Location IconBelfast

The VacancyLaunch your career with FieldfisherAre you a motivated graduate interested in building a career in finance within an international professional services environment?Our Finance G...Read More>>.

Posted: September 28th, 2026
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Senior Finance Administrator

Company IconReed
Location IconBelfast

Senior Finance AdministratorLocation: North BelfastContract: 12-month contract | Full-time | Hybrid working (after 6 months)Salary: £44,318 per a...Read More>>.

Posted: September 28th, 2026
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Finance Systems Implementation Lead - Contract

Company IconMCS Group
Location IconBelfast

Finance Systems Implementation Lead - 12 Month ContractImmediate Need/BelfastHave you got Senior Level Finance Experience in Systems Implementation/Transformation Projects?MCS Group are recruiting for an interim role at a s...Read More>>.

Posted: September 29th, 2026
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Interim Finance Manager/Controller

Company IconMCS Group
Location IconBelfast

Temporary Finance Manager/Controller - Urgent Need - East BelfastFlexible Start/Finish Times Ongoing Temporary RoleFully Qualified, Part Qualified and Accountants Qualified By Experience Welcome To ApplyI am keen to...Read More>>.

Posted: September 29th, 2026
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Office and Finance Administrator

Company IconO'Hanlon & Farrell Contracts
Location IconNewry

Your New Team & Role:The Team at OHanlon & Farrell Contracts Ltd have promoted the company to one of Northern Irelands long established Electrical & Building Contractors with over 40 years of valuable experience within n...Read More>>.

Posted: September 30th, 2026
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Assistant Finance Business Partner

Company IconReed
Location IconBelfast

Assistant Finance Business PartnerLocation: Belfast City CentreContract: 12-month fixed-term contract | Full-time | Hybrid workingSalary: £29,822...Read More>>.

Posted: September 30th, 2026
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Client Administrator - Wealth Management

Company IconShearwater Recruitment Limited.
Location IconBorehamwood

Client Administrator | Wealth Management | Elstree, HertfordshireSalary: £25,000 to £29,000 | Contract: Permanent, full-time, office-based | Hours: Monday to Friday, 9:00am to 5:00pm (1-hour unpaid lunch) | Re...Read More>>.

Posted: October 3rd, 2026
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Wealth Management Admin & Client Support

Company IconPerspective Financial Group Ltd
Location IconChilbolton

Perspective Financial Group Limited (Stockbridge Office) is seeking a Financial Administrator to deliver high-quality administrative support within Wealth Management. You will handle client queries related to pensions, investments and protection a...Read More>>.

Posted: October 3rd, 2026
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Wealth Management IFA Administrator - Hybrid

Company IconNorth Oak Recruitment Ltd
Location IconLoughborough

North Oak Recruitment Ltd is seeking an IFA Administrator in Leicestershire for a full-time role with hybrid options. Salary around £26,000 depending on experience, plus benefits and performance bonus.The role supports a Chartered Financia...Read More>>.

Posted: October 3rd, 2026
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Wealth Management Client Services Administrator

Company IconShearwater Recruitment Limited.
Location IconBorehamwood

Shearwater Recruitment is working with an established financial planning and wealth management practice in Elstree to recruit a Client Administrator. This is a varied role supporting the practice's Financial Advisers, combining client administrati...Read More>>.

Posted: October 3rd, 2026
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Wealth Management Administrator

Company IconSwitch Recruitment
Location IconLondon

We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently require a competent Wealth Management Administrator to join their growing team. Responsibi...Read More>>.

Posted: October 3rd, 2026
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Wealth Management Client Services Specialist

Company IconShearwater Recruitment Limited.
Location IconBorehamwood

Shearwater Recruitment is partnering with an established wealth management practice in Elstree to recruit a Client Administrator. This permanent, full-time, office-based role supports Financial Advisers with client administration, onboarding and p...Read More>>.

Posted: October 3rd, 2026
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Wealth Management Associate: Client Experience & Growth

Company Icon711 MS Smith Barney, LLC
Location Icon

Morgan Stanley Wealth Management is seeking an Associate to support Financial Advisors and Private Wealth Advisors. The role emphasizes delivering an exceptional client experience, assisting with client meetings, and facilitating digital marketing...Read More>>.

Posted: October 4th, 2026
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Senior IFA Administrator for Wealth Management

Company IconEden Rose
Location IconManchester

Eden Rose in Manchester is seeking an experienced IFA Administrator to support Financial Planners, Advisers and clients across new and ongoing business, client reviews and general case management.The role covers processing pensions, investm...Read More>>.

Posted: October 4th, 2026
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IFA Administrator - Wealth Management IFA, Financial Services HYBRID

Company IconAstral Recruitment Ltd
Location IconHove

Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their teamThis is for the role of IFA Administrator supporting a successful IFA and working within a t...Read More>>.

Posted: October 4th, 2026
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Hybrid IFA Administrator — Wealth Management Support

Company IconAstral Recruitment Ltd
Location IconHove

Astral Recruitment Ltd represents a successful IFA firm based in Hove, and they are currently seeking an experienced IFA Administrator to join their team in sales support. The role focuses on providing administrative support to the IFA and team, e...Read More>>.

Posted: October 4th, 2026
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Senior Financial Administrator (Wealth Management)

Company IconArtemis Recruitment Consultants Ltd
Location IconLondon

An excellent opportunity has arisen for a Senior Administration professional to join a well-established London-based Partner Practice of a leading national wealth management firm. This role will involve providing high-level administrative a...Read More>>.

Posted: October 4th, 2026
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Hybrid Client Administrator for Wealth Management

Company IconSmartRecruiters, Inc.
Location IconLeeds

Evelyn Partners in Leeds is seeking a Client Administrator to support Financial Planners and ensure an exceptional client journey. You will manage client records, coordinate processing activities and assist with meetings and valuations, helping to...Read More>>.

Posted: October 4th, 2026
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Executive Assistant to Financial Adviser – Wealth Management

Company IconConfidential
Location IconHailsham

Confidential in the United Kingdom is seeking an Executive Assistant to a senior Financial Adviser in a hybrid role. The successful candidate will manage the Adviser's day-to-day workload, prepare for client meetings, and act as the main point of...Read More>>.

Posted: October 4th, 2026
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Executive PA to CIO — Wealth Management & Strategy

Company IconRathbones Group
Location IconLondon

Rathbones Group in London seeks a PA in the RIM Research department to provide confidential executive support to the CIO, handling diary management, reports and presentations, and ad hoc research. The role involves preparing briefings, managing co...Read More>>.

Posted: October 5th, 2026
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Wealth Management Events Lead - Hybrid, Client-Focused

Company IconSchroders
Location IconGreater Manchester

Schroders Wealth Management is seeking an Events Manager in Manchester to lead planning, delivery and evaluation of client events, investment seminars and partnerships across UK regions.The role requires strong project management, budget co...Read More>>.

Posted: October 5th, 2026
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Alternatives Investing Intern - Wealth Management

Company IconHSBC Group
Location IconLondon

HSBC Group in London invites applications for an Investment Specialist - Alternatives - Internship. You will work with senior colleagues on live projects in Alternatives investing and gain hands-on experience with benchmarking, fundraising researc...Read More>>.

Posted: October 5th, 2026
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Wealth Management Graduate Opportunity - EU Based

Company IcondeVere Investment Ltd
Location IconNewcastle upon Tyne

Wealth Management Graduate Opportunity - EU BasedDate Posted: 2026-09-29Location: Newcastle upon Tyne, Tyne and Wear, GB, NE1 7Application Deadline: 2026-12-30T03:01:49.173This role is based outsi...Read More>>.

Posted: October 5th, 2026
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Wealth Management PA | Meetings, Admin & Events

Company IconPlum Personnel Ltd
Location Icon

Plum Personnel Ltd is seeking an experienced Personal Assistant to support an Independent Financial Advisor in a Wealth Management practice, Solihull. The role requires handling client visits, typing, events, and marketing tasks with strong commun...Read More>>.

Posted: October 5th, 2026
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Wealth Management Training & CPD Specialist

Company IconLgtwm
Location IconLondon

LGT Wealth Management UK LLP is seeking a Training and Development Advisor for a 12-month fixed-term contract in London. The role covers Apprenticeship administration, CPD processing, CISI registrations, and regulatory training across multiple HR...Read More>>.

Posted: October 5th, 2026
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Wealth Management Associate - Malta Based

Company IcondeVere Investment Ltd
Location IconCardiff

Wealth Management Associate - Malta Based 2026-09-30T00:00:00 Cardiff South Glamorgan GB CF10 1 Any 2026-12-30T03:01:49.34 deVere Investment Ltd is one of the largest private investment ban...Read More>>.

Posted: October 5th, 2026
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IFA Administrator | Wealth Management Support & Client Care

Company IconPlum Personnel Ltd
Location Icon

Plum Personnel Ltd. is recruiting an IFA Administrator to join a wealth management practice located in Shirley, Solihull. The role is full time 08:30–17:00 with part-time hours also considered.Salary ranges £27,000–£32,000 depending o...Read More>>.

Posted: October 5th, 2026
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