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IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

Compliance Advice Technician An opportunity to join AFH Wealth Management, one of the UKs leading independent financial advisory and wealth management firms.

The role will be based at our Head Office in Godalming working within the Wealth Management side of the business. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance

We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Working closely with and support the Specialist New Build Team and supporting with the setting up of management schemes, plot sales documentation in relation to the sale of

A leading global financial services company is seeking a Recruiter for Asset & Wealth Management in London. The ideal candidate will have relevant recruiting experience and excellent relationship management skills. This role involves leading the full life cycle recruitment for various experienced ro

We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Knowledge of case management systems. Working closely with and support the Specialist New Build Team and supporting with the setting up of management schemes, plot sales doc

Client Services / Wealth Management Administrator. We’re looking for a highly organised, detail-driven Client Relationship Manager / Wealth Management Administrator to play a key role in delivering a seamless client experience from first contact through to ongoing service. Experience in wealth man

Compliance Monitoring Officer (Wealth Management). The chance to join a rapidly growing wealth management firm. You’ll ideally be qualified to CII Level 4 and will have good wealth management experience along with a strong working knowledge of pensions and investments.

A leading financial services firm in York is looking for an experienced Paraplanner to join their team.The role includes preparing detailed suitability reports and analyzing financial strategies for clients.The ideal candidate will be Level 4 qualified with at least 18 months of experience in a Para

Grant Thornton’s Financial Services Tax team provides tax advisory, transactions and compliance services to clients in the Financial Services market across Wealth and Asset Management, Banking and Capital Market and Insurance sectors. Our Wealth and Asset Management team is one of the fastest grow

Client Executive Team Lead - Wealth Management. Team Lead - Finance Operations – Wealth Management in Mayfair: £50 – 60,000. A background in boutique investment management / private banking / HNW or family office will be essential as well as experience with line management of a team – to incl

A leading financial advisory firm based in London is seeking a highly driven Financial Adviser to join their Wealth Management team.

Looking to take your career in wealth management to the next level? AAG's Associate Wealth Manager programme could be the perfect fit for you! We're looking for candidates who have an entrepreneurial spirit, a passion for helping people and at least two years of relevant experience, along with at le

Strong network within the UK wealth management, asset management, or private banking ecosystem. Knowledge of the UK regulatory landscape within wealth management and capital markets. Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financ

My client, a top tier asset manager, is looking for a Wealth Management Lawyer to join their London legal team on a permanent basis. UK Wealth Management business;. The ideal candidate would have previous experience providing legal support to wealth management businesses from a top tier law firm or

A leading independent financial planning firm is seeking a Client Delivery Executive in Leeds to support Wealth Planners and enhance client service. The role involves administrative support, diary management, and client meeting preparation in a hybrid work environment.

A leading financial services consulting firm based in London is seeking a Senior Data Architect for Wealth & Asset Management.

It provides asset management, wealth management, and banking expertise to consumers and institutions worldwide. The Asset & Wealth Management Division includes GSAM, PWM and Marcus by Goldman Sachs.

A leading consultancy is looking to hire experienced Managers and Senior Managers for its Asset & Wealth Management practice in London. The ideal candidate should have a solid consulting background in Financial Services and a proven record in delivering change initiatives, specifically in asset or w

A leading global investment firm in London is hiring a Sales Support Analyst for the BeNeLux Third Party Wealth team.

We offer a supportive hybrid working environment, strong benefits, and the opportunity to make a real impact in a leading wealth management organisation. Applications Engineer - Finance & Wealth Management - Permanent - Hybrid. Global leader in the Wealth and Financial Management arena is seeking an

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. Experience of projects

Goldman Sachs Asset Management (AM) is one of the world’s leading investment managers, overseeing $2 trillion in assets. Goldman Sachs Asset Management (AM) is one of the world’s leading investment managers, overseeing $2 trillion in assets. Figma Expertise: Advanced proficiency in Figma is a mu

This role suits someone who enjoys developing others, raising technical standards and working closely with operational teams in a regulated wealth management environment. Strong technical knowledge of wealth management and paraplanning standards. Understanding of regulatory training obligations in w

This role involves advising on employee relations, managing recruitment processes, and supporting change management initiatives.

Genuine intellectual curiosity about the application of AI in wealth management and private client advisory. Our team combines deep asset management experience (Lazard, Partners Group) with machine learning and applied AI research.

As a Private Bank Legal Group – Wealth Management Product Lawyer - Vice President in Legal department you will have an exciting and varied opportunity to provide specialist derivatives, structured products and cash trading coverage to the J. Work closely with colleagues in different locations in E

This dynamic role provides essential support to Investment Managers, ensuring excellent client service while allowing for hands-on experience in Wealth Management.

As an Asset & Wealth Management Senior Associate in this key financial services tax team, you will be working alongside experienced teams, helping to provide excellent quality compliance and advisory services to a high profile portfolio of both UK and multinational clients. As an Asset and Wealth Ma

Morgan Asset Management’s strategic marketing objectives in EMEA, and enhance the firm’s reputation as a trusted investment partner. You will have extensive asset management writing and editorial experience, including broad financial market and macroeconomic knowledge, and the ability to work on

A leading financial service provider is looking for ambitious individuals to join an international training program.The role begins in Malta, focusing on private investment and financial advisory.Candidates should possess FCA-regulated qualifications and demonstrate strong communication and problem-

A financial services company in London is seeking a KYC Specialist to manage KYC processes and periodic reviews within the Wealth Management Team.

A leading audit and wealth management firm is seeking a Tax Senior Manager to manage client teams and ensure tax compliance. You will lead a team, review tax returns, and be involved in wealth transfer projects.

Stay up to date on emerging AI trends and tools and provide input on how they may support business objectives in wealth management. Understanding of basic financial concepts or a willingness to learn about wealth management and investment products. Opportunity to join a leading and expanding Wealth

Goldman Sachs Asset And Wealth Management Division. Within Guidelines Platform team we manage a suite of applications that helps Asset Management business meet its compliance requirements per the legal contracts with the clients as well as with regulators. Founded in 1869, we are a leading global in

As the Asset and Wealth Management (AWM) Team Events Digital Strategist, on the AM & PB Events Teams, you will partner with AWM Digital Marketing, and AWM Marketing Technology to manage our end-to-end events management platform technology, providing ongoing Events oversight. You will champion the te

A leading international law firm is seeking a qualified wealth management lawyer for a full-time position with Simmons Adaptive, providing flexible resourcing solutions for clients in the financial services sector.

A leading global consulting firm located in London is seeking a Manager for their Wealth & Asset Management Tax team. The ideal candidate should have strong tax expertise, experience in asset management, and skills in team leadership and client management.

The IA Asset and Wealth Management team in London is responsible for auditing the Asset Management, Private Wealth Management and Marcus business areas, its products, and supporting functions within the UK. IA comprises global functional audit teams covering the various business areas of the firm: G

The role focuses on providing financial planning and analysis support to the Private Wealth businesses. The ideal candidate will have strong financial analysis skills, be resilient under pressure, and excel in stakeholder management and communication.

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 edge through our unrivalled expertise and industry insight.

The role will act as the senior communications lead for the wealth management business, working closely with the Wealth Management CEO and leadership team. Work with the wealth transformation manager to shape and deliver change communications for Wealth Management’s change communications programme

A leading wealth management firm in the UK is seeking a TMO Analyst to play a pivotal role in delivering transformation projects. This hybrid position involves supporting a multi-workstream portfolio, producing reports for senior management, and ensuring consistent standards across programs. The ide

The Asset Management (AM) Trading Engineering team builds and supports a central function of the Asset and Wealth Management Division with over $2. Asset & Wealth Management - Software Engineer - Associate / Vice President - London.

This role offers the opportunity to work closely with the CEO of a growing wealth management firm, gaining insight into business strategy, client relationships and operations. We are seeking an exceptional Executive Assistant to support the CEO and senior leadership team of a growing wealth manageme

A financial technology firm is seeking a Senior Research Analyst or Portfolio Manager for a residency program.This role involves developing prompts for AI insights, evaluating human vs.Candidates should have over 3 years of experience in finance, manage complex client relationships, and possess a st

Proven operational risk and/or audit experience, ideally within Wealth Management, Asset Management or a comparable regulated financial services environment. Work in partnership with other second line assurance functions, both within the Wealth Management division and across the Rothschild & Co Grou

A London-based wealth management firm is seeking a Compliance Manager to enhance its compliance program.