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 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 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 In this role you will lead development of platforms delivering position and account data for Wealth Management advisors, enabling real-time alerts, portfolio analytics, and client dashboards. You will collaborate with cross-functio...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 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 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 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 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 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 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 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 In this VP role, you drive enterprise AI-enabled engineering practices to boost quality, speed, and resilience. You will be a core technical contributor within the Asset and Wealth Management AI/ML team, delivering trusted, scalabl...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 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 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 will design, build, and maintain a scalable billing platform within Asset & Wealth Management Engineering. You will collaborate with cross-functional teams to translate business needs into technical solutions and d...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>>.

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>>.

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>>.

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>>.

ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long‑term performance. As the firm’s primary investment area, we pro...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>>.

Burfields House Wealth Management Ltd is seeking an Adviser Support Executive to assist a director with daily workload management, client queries and scheduling. The role focuses on keeping client work compliant, progressing tasks efficiently and...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>>.

Charles-Stanley in Southampton is seeking an experienced Office Manager to oversee the Southampton office, ensuring efficient operations, governance, and regulatory compliance. You will work with the Branch Manager to support client administration...Read More>>.

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest busines...Read More>>.

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors with client-centric service and tailored solutions. The role emphasizes education of clients on banking offerings, timely materials, and risk-aw...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>>.

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>>.

Nucleus Financial Platforms is seeking an Implementation Consultant in London to support pensions-related implementations across the wealth management space. You will bridge customers, business teams, and technical delivery, ensuring requirements...Read More>>.

Rothstein Recruitment is seeking a Management Consultant to join a strategic CRM/CLM transformation in a Private Bank/Wealth Manager. You will shape operating models, optimise processes and drive a critical business and technology change from requ...Read More>>.

RBC Brewin Dolphin is seeking a Wealth Management Associate in Edinburgh to support senior colleagues in wealth management. The role offers structured development, mentorship, and a clear progression path to Wealth Manager or Paraplanner, with han...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>>.

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 advising management on develo...Read More>>.

Goldman Sachs Internal Audit seeks a detail-oriented professional to join the third line of defense, independently assessing governance, risk management, and control processes across the firm’s functions.You will manage scoping, planning,...Read More>>.

Business Manager – Wealth Management (SJP Experience) Location: Central London – Hybrid workingSalary: £35,000 – £45,000 + Bonus, depending on experienceContract: Perman...Read More>>.

Wealth Management Administrator Location: Brighton - Office Based Salary: £25,000 – £30,000 per annum (dependent on experience) About t...Read More>>.

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