Overview You will lead the architectural direction for a fast-growing SaaS platform in wealth tech, guiding the design and delivery of distributed systems. Collaborating with a cross-functional team, you shape scalable solutions that align...Read More>>.

Overview In this role you will develop and manage relationships with Accountancy and Legal practices across London and the South East to deliver bespoke holistic Financial Planning services. You will drive extensive networking and proactive...Read More>>.

Overview In this role, you will support high‑value, cross‑border wealth planning for international clients, with immediate client engagement and collaboration across EMEA and global offices. You will work closely with Partners and senio...Read More>>.

Overview In this role you will implement and integrate wealth management data and accounting platforms for buy-side clients. You will work across the asset management cycle, from front-office tools to back-office settlement, guiding design,...Read More>>.

Overview In this role you will bridge business needs with software delivery for pension and wealth management platforms within a global financial services context. You will collaborate with cross-functional teams to ensure solutions meet bu...Read More>>.

Overview In this role you will apply strong operational knowledge to design, develop and deliver global wealth management software solutions for WRAP and SIPP products. You will work with cross-functional teams to analyze requirements, iden...Read More>>.

Overview In this role you will work with senior project teams to implement financial reporting solutions for a leading wealth management data platform. You will support data conversion, verification, and multi-platform deployments, while de...Read More>>.

Overview As Sales Director in UST’s Asset & Wealth Management Practice, you drive net-new growth and market expansion with senior-level client engagement. You lead big transformation deals, shape proposals, and build enduring C-suite rela...Read More>>.

Overview As a Wealth Planner, you will help clients shape their financial futures through tailored planning and investment guidance. You’ll work with new and existing clients to understand goals and deliver bespoke solutions that align wi...Read More>>.

Overview In this role you will help shape a flagship fintech product used by 500,000+ users in the UK. You will work within the existing Product team to translate market needs into product strategy,Roadmaps, and delivery. You will collabora...Read More>>.

Overview In this role you support high-net-worth private client services within a forward-thinking wealth management firm. You act as the first point of contact for client queries and coordinate with product providers, ensuring a smooth end...Read More>>.

Overview In this Private Bank role, you deliver luxury residential mortgage solutions for ultra-high-net-worth clients, primarily in the UK. You collaborate with internal stakeholders to originate, structure, underwrite, and service regulat...Read More>>.

Overview In this Internal Audit role, you independently assess the firm’s internal control structure, governance, and risk management. You work with cross-functional teams to understand controls, raise awareness of control risks, and moni...Read More>>.

Overview In this role, you will strengthen the Private Bank credit risk governance framework by shaping policies, procedures, and committee governance. You will partner with regulators, risk professionals, and senior stakeholders to drive e...Read More>>.

Our client is a boutique consultancy undergoing considerable expansion and as part of this exciting growth, they are looking for experienced regulatory consultants with strong wealth management experience within the consultancy space.This r...Read More>>.

Senior Paraplanner – Wealth Management - Realistic route to Adviser Location London (3 days in the office per week) Salary £45,000 – £55,000 + bonus and benefits About the Company A...Read More>>.

The Investment Advisor role in Birmingham is a permanent, full-time position that supports the branch while developing professional expertise in financial services. You will adapt to evolving responsibilities, build commercial awareness, and learn...Read More>>.

Lusona Consultancy (Financial) Limited in Edinburgh or London is seeking a qualified Legal Counsel to support the Private Banking & Wealth Management business. Hybrid working offers a balance of in‑person collaboration with remote flexibility an...Read More>>.

Legal Counsel – Private Banking & Wealth ManagementEdinburgh or London | Hybrid WorkingIf you're looking to move in-house and want to work at the heart of one of the UK's leading financial institutions, this is an excel...Read More>>.

Are you an accomplished Business Development professional with in depth experience and expertise within regulated Financial Services? Do you have experience of developing new opportunities with professional practices and introducers? If the ans...Read More>>.

Cazenove Capital, the private clients wealth arm of Schroders, is seeking a Portfolio Director to grow and manage a portfolio of high‑net‑worth clients in Manchester. You will provide strategic investment advice, lead a team of investment prof...Read More>>.

The Role: The Paraplanning Team Leader will actively manage a team of Paraplanners who are supporting Wealth Planners by carrying out high-quality research on a full range of financial planning products and services including pensions, li...Read More>>.

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>>.

Job Description Purpose of the roleTo support the bank's decision-making processes by providing timely, accurate, and insightful information through designing, developing, and maintaining management reports, compelling visualisations and...Read More>>.

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>>.

Goldman Sachs Internal Audit is the third line of defense responsible for independently assessing governance, risk, controls and the firm's control culture across business lines and technology. The team covers markets, investment banking, consumer...Read More>>.

Brevere Group seeks an Administration and Client Support professional to provide full administrative support to a Senior Consultant and Paraplanner in a wealth management practice serving high-net-worth clients. You will manage new business admini...Read More>>.

Confidential in Cambridge is seeking an Administration and Client Support professional to join a holistic Wealth Management firm serving high‑net‑worth clients. You will provide full administrative support to a Senior Consultant and Paraplanne...Read More>>.

James Hambro & Partners LLP in Bristol is seeking a Client Services Executive to join our Portfolio Management Service Delivery team. The CSE will be the front line for client and intermediary inquiries, coordinate instructions, prepare meeting ma...Read More>>.

Wealth Management is seeking a strategic Head of Data in Fareham, UK to lead data capability, governance and monetisation across platforms and client solutions. You will partner with the CEO and senior teams to drive data-driven decisions, balanci...Read More>>.

London, United KingdomJob DescriptionBackgroundSchroders Wealth Transformation team is a newly established team with a remit across the transformation lifecycle from strategy to execution. We collaborate with our busi...Read More>>.

IDEX Consulting is seeking an organised and proactive administrator to support its client servicing function in Cardiff. You will work with Advisers and the Administration Manager to keep client cases progressing smoothly and provide professional,...Read More>>.

Ellis James Partners Ltd in Elstree, Hertfordshire is seeking a Client Administrator to join its team and support the day-to-day delivery of high-quality client service. You will work closely with Financial Advisers and clients, manage onboarding...Read More>>.

Deutsche Bank in the United Kingdom is seeking an Associate/Vice President to develop quantitative models and analytics for pricing, counterparty risk, and margin across Wealth Management portfolios. You will build scalable Front Office solutions...Read More>>.

Evelyn Partners in the United Kingdom is seeking an experienced administrative support professional to assist Investment Managers, maintaining client records and complying with regulatory standards. This role acts as a mentor and go-to contact wit...Read More>>.

Eden Resourcing is seeking an Administration and Client Support professional to join our Holistic Wealth Management team in Cambridge. The role covers new business administration, client reviews and day-to-day queries, while ensuring compliance an...Read More>>.

Project Manager Technology services and consulting company helping organisations use technology to improve performance, innovation and customer outcomes. The company works with clients across industries, combining business insight, digita...Read More>>.

James Hambro & Partners LLP in Edinburgh is seeking a Client Services Executive to join the Portfolio Management Team. You will be the primary contact for clients and intermediaries, ensuring timely, accurate responses and proactive service delive...Read More>>.

About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporati...Read More>>.

12‑Month Employed Consultant Contract (Potential to Extend or Go Permanent) Salary: £33,500 per annum (dependent on experience) We are seeking a Wealth Management Operations Associate to join a high‑performing Oper...Read More>>.

About the job WEALTH MANAGEMENT ENTRY LEVEL We pride ourselves on providing personalised and sophisticated financial solutions to a select group of high-net-worth clients. Our boutique setting ensures a tailored approach, fostering dee...Read More>>.

Position Overview Job Title Wealth Management Strat Location London Corporate Title Associate/Vice President Group Strategic Analytics (GSA) is part of Group Chief Operation Office (COO) which acts as the bridge be...Read More>>.

UBS in London invites ambitious students to join a four-year Degree Apprenticeship in Global Wealth Management. You will start with Level 4 Investment Operations Specialist and move to Level 6 Financial Services Professional, gaining CFA Level 1 o...Read More>>.

Mason Blake seeks an experienced Client Services Associate to support affluent clients in investments and pensions. You will deliver high-quality service across calls, emails and meetings, manage onboarding and complex transfers, and coordinate wi...Read More>>.

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>>.

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>>.

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>>.

Introductory marketing languageBring your curiosity, numerical strength, and coding skills to a role where you can help shape how investment decisions are informed by data and risk insights. You’ll join an Investment Desk that valu...Read More>>.

Adun Group in Birmingham, West Midlands, is seeking an Investment Advisor as part of the Wealth Management team. The role focuses on learning, client support, and adapting to evolving responsibilities while you develop professional skills.Y...Read More>>.

The Firm in Birmingham, West Midlands invites applications for an Investment Advisor trainee who will provide professional support to the branch while developing commercial awareness.You will study and complete the CISI Masters in Wealth Ma...Read More>>.