Overview In this role you will bridge business analysis and account management for a leading wealth-management software client. You will steer implementations, gather client requirements, and coordinate across presales, sales, development,...Read More>>.

Overview In this Internal Audit role, you independently assess the firm’s internal control structure and governance processes to mitigate risk. You’ll work across business and technology lines to monitor controls, support management in...Read More>>.

Overview As an Operational Risk Manager in the Risk Division you will provide second-line oversight with an advisory mandate to Asset Management leadership. You will help institutions make risk-informed decisions by strengthening the operat...Read More>>.

Overview In this role you will drive project delivery and business analysis for a leading wealth management software provider. You will coordinate between clients, professional services and the development team to scope requirements, manage...Read More>>.

Overview In this role you support Private Wealth Advisors to deliver tailored wealth strategies to PWM clients and prospective clients. You’ll prepare marketing materials, analyze portfolios, and execute rebalances while building a strong...Read More>>.

Overview In this role you enable revenue growth for SEI's Wealth Platform in the UK by engaging with sales and solutions teams to translate client needs into SEI offerings. You’ll conduct product demonstrations, support discovery and RFP...Read More>>.

Overview In this role you will lead analytics and pricing strategy for a global, multi-currency deposit portfolio within the Global Private Bank. You translate macroeconomic dynamics into actionable pricing, backed by robust data and storyt...Read More>>.

Financial Services Tax - Asset Wealth Management - Ma PwC UK, Manchester, England, United Kingdom About The Role Advisory role as tax compliance work is delivered from our compliance centre. As an Asset Wealth Manager i...Read More>>.

Industry SME Client Partner - Asset & Wealth Management 4 days ago Be among the first 25 applicants Who We Are Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partne...Read More>>.

A leading financial services firm is looking for a Senior Associate to join their team in Edinburgh. This role focuses on providing compliance and advisory services on tax matters, allowing you to work with a diverse client portfolio. Candidates shou...Read More>>.

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edg...Read More>>.

FS Tax, Asset Wealth Management, Senior Associate PwC UK, Edinburgh, Scotland, United Kingdom At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These...Read More>>.

Rev & Regs are seeking a Senior Client Proposition Manager to work for a dynamic and well-respected investment and wealth management firm in London. This is a 6-month fixed term contract.You will support client proposition activit...Read More>>.

Brewer Morris is seeking a Head of Tax for their Wealth Management business in the United Kingdom. This strategic position involves managing a small team and providing top-tier tax advice to clients.The ideal candidate will have a backgroun...Read More>>.

About The Role We are seeking an experienced and commercially astute Director to join our Financial Services (FS) Tax practice, specialising in Asset & Wealth Management (AWM). The AWM industry is undergoing significant structur...Read More>>.

Financial Divisions is seeking a Senior Paraplanner to join their wealth management team in London. This role involves providing comprehensive paraplanning support across pensions, investments, and tax planning. With an attractive salary range of...Read More>>.

A successful wealth management firm in Stamford is seeking a Senior Pensions Administrator / IFA Paraplanner. The ideal candidate will hold at least a Diploma qualification, ideally at Level 4, and possess strong technical knowledge in pensions and i...Read More>>.

OverviewThe SEI Wealth Platform is an end-to-end solution designed to help financial intermediaries and their advisors manage evolving needs, operate in global markets, and drive efficiency in wealth management. As a SEI Wealth Platfor...Read More>>.

Arbuthnot is seeking a Training & Competence professional to provide operational and technical support within Wealth Management. The role focuses on maintaining advice standards, supporting T&C processes, and coordinating technical projects, with...Read More>>.

Wealth Management - Technical Governance & Training Associate To provide operational and technical support to the Training & Competence (T&C) function within Wealth Management. This role will assist in maintaining advice standards, sup...Read More>>.

Meraki Talent is looking for a Senior Client Lifecycle Specialist in Greater London to oversee complex client onboarding activities. You will ensure compliance with regulations while maintaining data integrity across diverse client types including...Read More>>.

About the role Join our fast-paced and people-focused Finance team, a core function that co-pilots the business to deliver outstanding value for customers, colleagues, and shareholders. Our team plays a central role in everything we do...Read More>>.

Raymond James UK is seeking an experienced Office Manager for the Southampton office to ensure efficient branch operations and governance. The role supports Investment Managers' Assistants, drives client administrative activities, and delivers hig...Read More>>.

Recruit UK is seeking an Office Administrator for a Wealth Management firm in Blackpool. You will manage day-to-day reception and administrative duties, delivering excellent service to clients, advisers and third parties.In this role you wi...Read More>>.

Officer - Finance - Financial Planning & Analysis EMPLOYMENT TYPE: Permanent DEPARTMENT: Finance DIVISION: Group WORKPLACE STRUCTURE: Hybrid ROLE OVERVIEW PURPOSE OF JOB The role is aligned a...Read More>>.

The successful candidates will join our client’s London operation to build a career in international wealth management, wealth planning and cross-border financial services. This trainee pathway focuses on identifying high-net-worth international...Read More>>.

Eden Rose in Glasgow is seeking an experienced Client Administrator to join its team on a hybrid basis. You will support advisers, manage client relationships and deliver a first-class client experience throughout pensions, investments and protect...Read More>>.

Tekk Fusion in Wakefield is seeking an IFA Administrator to support advisers in a hybrid role. The successful candidate will handle technical administration, client interaction and case management, ensuring high-quality service in a busy wealth ma...Read More>>.

Ellis James Partners Ltd in Elstree, Hertfordshire, is seeking a Client Administrator to support day-to-day delivery of a high-quality service to clients. The role involves active client contact, onboarding, and collaboration with advisers to move...Read More>>.

IDEX Consulting Ltd. in Edinburgh is recruiting a Client Services Associate to support Financial Advisers and deliver a high-quality service to clients.You will process new business, investments, withdrawals, switches and rebalances, suppor...Read More>>.

Hackajob Ltd is hiring a Senior Wealth Planner - Wealth Management based in Ipswich, Suffolk, East Anglia, UK. This is a Full time opportunity. Join us as a Senior Wealth Planner, where youll take a leading ro...Read More>>.

AFH Wealth Management in Bishop's Stortford is seeking a Client Services Executive to provide administrative and technical support to our Financial Advisers and clients. The role is full-time and permanent, with hybrid working opportunities, and o...Read More>>.

Schroders' Cazenove Capital seeks a Client Services Executive on a 12‑month fixed term in London. You will support Portfolio Managers and Directors, handle client admin, onboarding and data governance, and act as a first port of call for client...Read More>>.

Job Description YOUR IMPACT As Vice President of PWM Sales Management in London , you will play a pivotal role in driving the growth, efficiency, and strategic direction of our sales organization within the region. This...Read More>>.

Eden Resourcing is seeking a proactive Business Development professional with regulated Wealth Management expertise to build and manage relationships with Accountancy and Legal practices across London and the South East. You will drive new opportu...Read More>>.

Seeking a senior Quality Engineering leader with extensive Investment Management or Wealth Management experience and a proven track record within a recognised consultancy.The successful candidate will have led large-scale QE and testing tra...Read More>>.