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 shape the architecture of a SaaS platform for a leading fintech wealth management product. You’ll lead design and delivery with a cross-functional team, safeguarding architectural integrity while addressing...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 Lending Product Owner role, you will drive end-to-end product life cycles for innovative lending solutions within Wealth Management. You’ll act as the voice of the customer, shaping strategy, backlog, and roadmaps to deli...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 As Frontend Technical Architect, you will shape a new SaaS platform for wealth management, leading frontend architecture and a broad micro-frontend strategy. You’ll collaborate with cross-functional teams to deliver scalable, ent...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 Technical Project Manager role within a fintech wealth-management software environment, you will lead major software implementations from scoping through delivery. You’ll coordinate with client teams and product developme...Read More>>.

Overview In this role you will lead global go-to-market for Payward’s custody and wealth solutions, driving institutional and B2B2C revenues. You’ll shape strategy with cross-functional partners and establish Payward as the default cust...Read More>>.

Overview In this role you support analytics, reporting, and quantitative tools that inform portfolio and asset allocation decisions. You work with senior investors across J.P. Morgan Personal Investing and the Private Bank to translate inve...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>>.

1 week ago Be among the first 25 applicantsWorking as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker /Wealth Managers in acquiring, servicing, and retaining clients to deliver overall busi...Read More>>.

A leading consultancy firm is seeking a professional with 2-3 years' experience in consulting to join their team in Greater London. This role involves engaging with stakeholders, delivering client projects, and developing strong relationships. Applic...Read More>>.

A leading wealth management firm in Edinburgh is seeking an experienced Paraplanner or Senior IFA administrator to support their team. The role involves report writing, research, and participation in client meetings for high-net-worth clients. Candid...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>>.

Arbuthnot Latham, located in Greater London, seeks a Wealth Management - Technical Governance & Training Associate to provide operational and technical support to the Training & Competence function. The role involves assisting in maintaining advic...Read More>>.

Join us as a Wealth Planner, where you’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You’ll work with new and existing clients to understand their long-term goals a...Read More>>.

1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from deVere GroupRecruitment Consultant at deVere Group for Europe, Africa & Latin America...Read More>>.

Job Description Purpose of the roleTo establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term succ...Read More>>.

Barclays Bank PLC in Manchester or Liverpool seeks a Wealth Planner to help clients shape their financial future through planning and investment advice. You’ll work with new and existing clients to understand long-term goals and offer bespoke so...Read More>>.

Schroders in City of London is offering a two-year Wealth Trainee Programme based in our Cazenove offices. You will gain broad experience across wealth management, joining our Wealth Planning team delivering tailored, regulated financial advice to...Read More>>.

Job title: Wealth Trainee Department: Wealth Management - Cazenove Capital Salary: £50,000 Start date: Thursday 16 September2027 Location: City of London, London About Schroders, our parent company...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>>.

COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Channel Manager, Wealth Management LOCATION: Hybrid in London, UK SALARY: £95,000 - £110,000 base salary...Read More>>.

Corporate Title Associate/Vice President Group Strategic Analytics (GSA) is part of Group Chief Operation Office (COO) which acts as the bridge between the Bank’s businesses and infrastructure functions to help deliver the effic...Read More>>.

Julie Rose Recruitment Limited is seeking an organised, client-focused Administrator to support a wealth management team. You will help ensure the smooth day-to-day running of the office and provide a professional, responsive service to clients....Read More>>.

Brookson, based in Coventry, is recruiting an Investment Advisor to support freelancers, contractors and self-employed professionals. The role is hybrid with in-office training initially and two days per week in the office, the rest remote....Read More>>.

J.P. Morgan in London seeks an experienced Private Banker to lead new client acquisition and retention through investment, banking, trust services and financial planning. You will own the client experience and engage internal resources to deliver...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>>.

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>>.

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>>.

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>>.

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>>.

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>>.

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>>.

JAM Recruitment Ltd in Exeter is seeking a focused Planning Administrator to support Wealth Managers with client servicing and administrative duties. This permanent role offers hybrid working, free parking, and a solid path into wealth management....Read More>>.