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 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 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 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 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>>.

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>>.

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>>.

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>>.

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>>.

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>>.

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>>.

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>>.

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>>.

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>>.

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>>.

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>>.

Trainee Wealth Management Opportunity - MaltaDirect message the job poster from deVere GroupOverviewdeVere Investment Ltd is one of the largest private investment banking companies, offering a unique oppo...Read More>>.

Wealth Management Graduate Opportunity - EU Based We are selecting a small group of high‑potential trainees to join our elite programme. This role is based outside the UK and commences in January 2026 at our training academy in Malt...Read More>>.

Wealth Management Graduate Opportunity - MALTA Based Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. This range is provided by deVere Group. Your actual pay will be based on your...Read More>>.

Trainee Wealth Management Opportunity - MauritiusThis role commences in Mauritius in MaydeVere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity f...Read More>>.

Acuma - Independent Financial Advice in Greater London is offering ambitious individuals a chance to start a global career in financial advisory. Successful candidates will participate in a structured 2-month training programme in Malta before rel...Read More>>.

Acuma, part of deVere Group, is offering ambitious individuals the opportunity to begin a global career in financial advisory. Successful applicants will undertake a fully structured 2-month training programme in Malta starting July 2026...Read More>>.

St. James’s Place in the UK offers a trainee pathway into professional financial advice, with a fully funded development programme designed for ambitious individuals seeking a long-term career.The scheme includes Level 4 qualifications an...Read More>>.

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 coordination, CPD administration, qualifications tracking, and compliance support across wealth...Read More>>.

Eden Rose is seeking an experienced Financial Planning Administration Team Manager to oversee a team of Administrators across Bristol, Birmingham and Dorset. You will report to Managing Directors and Advisers, ensuring excellent client service and...Read More>>.