Wealth management jobs in Rotherham - Page 5Create job alerts

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

The ideal candidate should demonstrate strong stakeholder management skills and a keen interest in marketing technology.

Asset & Wealth Management - Head of Institutional Marketing, EMEA - Executive Director - London. Asset & Wealth Management - Head of Institutional Marketing, EMEA - Executive Director - London. Risk management: Maintaining strict adherence to regulatory and procedural guidelines for all marketing co

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

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.

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 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

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

Undertaking effective account management including financial management. 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. Alpha’s Regulatory Compliance & Risk practice in A

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

With over 350 professionals across 11 offices around the world, XIG provides manager diligence, portfolio construction, risk management, and liquidity solutions to investors, drawing on Goldman Sachs' market insights and risk management expertise. Within Asset Management, Strategists (also known as

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

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 management or financial planning administration essent

Strong network within the UK wealth management, asset management, or private banking ecosystem. Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financial institutions do business around the world. Represent Performativ at industry events

Figma Expertise: Advanced proficiency in Figma is a must, including the expert use of variables, auto‑layout, and library management to build and maintain scalable, high‑fidelity design systems. Complexity Management – how you handle trade‑offs between consistency and product‑specific need

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

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. The team works closely with Private Wealth Advisors (PWAs) and firmwide resou

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 engaged on Target Operating Model, business processes and/or IT solutions in some of the following areas: Distribution, CRM,

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

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.

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

Strong technical knowledge of wealth management and paraplanning standards. Understanding of regulatory training obligations in wealth management. Technical Training Manager – Wealth Management.

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

You will analyze technology processes and control designs, communicate findings to management, and support audit initiatives.

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. Morgan is a global leader in financial services, providi

Significant investment writing or product content experience in an asset management setting, or relevant experience in a transferrable editorial discipline within the wider financial services or investment publishing industries. Morgan Asset Management’s strategic marketing objectives in EMEA, and

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

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-

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

Opportunity to join a leading and expanding Wealth and Investment management firm to take a leading role in shaping and delivering our AI strategy to improve operational efficiency, enhance client experiences and reduce manual effort to drive us towards our goals. Stay up to date on emerging AI tren

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

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.

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.

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

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

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

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. Internal Audit, Asset & Wealth Management, Analyst, London location_on London, Greater London

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

We are seeking an exceptional Executive Assistant to support the CEO and senior leadership team of a growing wealth management firm. 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 ope

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 financial services firm is seeking a Product Manager to modernize their Wealth Management digital platform. The ideal candidate should have over 7 years of experience in product management, preferably in financial services.

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

We are seeking a talented Senior Audit Associate to join our Asset & Wealth Management (AWM) Audit team. Experience in financial services, wealth management, trading and/or brokerage services. Develop, evaluate, test, and report on the adequacy and effectiveness of the control environment, partnerin

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. As a trusted partner to 100% of the top 20 global Asset Management firms by AUM, we have an unrivalled track record in providing our base of over 660 clients with a competitive edge by us

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

If you re ambitious, organised, and want a long-term career in wealth management, this is a genuine opportunity to build something meaningful within a supportive, team-focused working environment. You will have a genuine interest in wealth management, and be committed to developing a career as a Fin

A wealth management organization in Greater London is seeking an experienced Client Executive Team Lead to oversee client onboarding and manage a high-performing team. Responsibilities include client management, training and mentoring team members, and enhancing workflow efficiency.