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 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 As a Wealth Manager at Barclays, you build and deepen trusted relationships with high-net-worth clients, aligning their financial goals with Barclays’ wealth solutions. You design bespoke strategies across investment, risk and we...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 Wealth Planner role within Barclays Wealth Management, you help clients shape their financial future through tailored planning and investment guidance. You will build trusted relationships with new and existing clients, tra...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 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 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 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>>.

Compliance Manager – Financial Planning / Wealth Management Hybrid Working About the Role As Compliance Manager, you will be at the centre of the firm’s regulatory integrity, ensuring full adherence to FCA re...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 DescriptionWhat is the opportunity?You will be a Wealth Management Associate, providing support and assistance under the guidance of senior colleagues in Wealth Management. This role is designed for structured development, offe...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>>.

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 Manager and take on a role where your experience truly makes a difference in clients lives. As a trusted advisor, you will guide clients once their long-term goals and financial plan have been established, stepping in to implem...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>>.

Were representing a highly innovative client in the technology and manufacturing sector who is seeking a Finance Administrator to join their team on a 3-6 month fixed-term basis. This is a great opportunity to join a collaborative finance team...Read More>>.

Finance and Office AdministratorCompany BackgroundMenswear and School wear wholesale company, established 1983.Job DescriptionWe are currently seeking an experienced...Read More>>.

An exciting opportunity for an ambitious individual to build a career in venture capital with a specialist investment business.The business is open to candidates who are relatively early in their career and would particularly...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>>.

Margetts Wealth Management is seeking an organised and proactive Office Assistant to join our team in a newly created role, supporting advisers and senior team members by taking ownership of a range of administrative responsibilities. A key part o...Read More>>.

Livevacancies seeks a proactive administrator to support busy Financial Advisers in our City of London offices. You will manage client servicing, admin tasks and regulatory requirements, acting as the essential link between advisers, clients, and...Read More>>.

Titan Wealth is seeking a Client Support Administrator in Meriden to support advisers and clients with high-quality administrative tasks and client-focused service. You will work in a collaborative pod structure, handling client packs, policy data...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>>.

Recruit UK is seeking an experienced Client Service Manager to lead a team of Administrators across South offices. You will travel between Bristol, Birmingham and Wimborne, ensuring high service standards for Financial Advisers and clients....Read More>>.

Reflect Recruitment Group is seeking a Paraplanner to join their team based in Stamford. The role involves preparing Suitability Reports and processing business within a supportive Wealth Management environment.The ideal candidate will have...Read More>>.

Client Administrator | Wealth Management | Elstree, HertfordshireSalary: £25,000 to £29,000 | Contract: Permanent, full-time, office-based | Hours: Monday to Friday, 9:00am to 5:00pm (1-hour unpaid lunch) | Re...Read More>>.

Polkadotfrog Limited is assisting a highly regarded Financial Services business near Norwich to recruit a Financial Services Administrator to join a friendly and supportive team.You will be joining a close-knit, wellbeing-led environment wh...Read More>>.

Perspective Financial Group Limited (Stockbridge Office) is seeking a Financial Administrator to deliver high-quality administrative support within Wealth Management. You will handle client queries related to pensions, investments and protection a...Read More>>.

Perspective Financial Group Limited is seeking a Financial Administrator in Halesowen. You will provide high-quality administrative support, act as the main contact for client queries on pensions, investments and protection, and liaise with produc...Read More>>.

Reed in Kent/South East London Area is seeking a proactive IFA Administrator to join its client support team. You will support advisers in a regulated environment, ensuring documentation, applications and reviews are managed accurately and on time...Read More>>.

Faith Recruitment Ltd in Leatherhead is seeking an Adviser Assistant to support Financial Advisers and deliver an outstanding client experience. The role blends client servicing, administration and relationship management within a collaborative te...Read More>>.

Prestige Recruitment Group is partnering with a well-established Lancashire wealth management firm to recruit an experienced Financial Services Administrator. You will support Financial Advisers and Paraplanners, helping deliver holistic financial...Read More>>.

North Oak Recruitment Ltd is seeking an IFA Administrator in Leicestershire for a full-time role with hybrid options. Salary around £26,000 depending on experience, plus benefits and performance bonus.The role supports a Chartered Financia...Read More>>.

Shearwater Recruitment is working with an established financial planning and wealth management practice in Elstree to recruit a Client Administrator. This is a varied role supporting the practice's Financial Advisers, combining client administrati...Read More>>.

Reed is seeking an IFA Administrator in Arundel, West Sussex, to provide essential administrative support to Financial Advisers and Paraplanners. You will help deliver a seamless client experience and process new and existing business efficiently....Read More>>.

Recruit UK is recruiting an IFA Administrator to join a well-established wealth management firm in Coventry.As an IFA Administrator you will ensure smooth client servicing, compliance and business processing activities, with responsibility...Read More>>.

Integro Partners Ltd in North Birmingham is seeking an experienced IFA Administrator to join a client-focused wealth management firm. You will support advisers and manage the full admin process across onboarding, servicing, and review packs....Read More>>.

A leading professional services and chartered financial planning firm is seeking a Wealth Management Administrator to join their growing team in London. You will provide administration and planning support to Financial Planners and deliver a profe...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>>.

Plum Personnel Ltd. seeks an experienced Personal Assistant to support a financial services IFA in a new wealth management practice in Solihull.The role offers part-time or full-time hours, with a salary £30,000 - £33,000 (pro rata) depen...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>>.

Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their teamThis is for the role of IFA Administrator supporting a successful IFA and working within a t...Read More>>.

Astral Recruitment Ltd represents a successful IFA firm based in Hove, and they are currently seeking an experienced IFA Administrator to join their team in sales support. The role focuses on providing administrative support to the IFA and team, e...Read More>>.