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Team Assistant – Portfolio Management Newcastle We’re looking for an organised and proactive Team Assistant to support a busy Portfolio Management function within a well‑established wealth management business. This is a great opportunity for someone with strong administrative and client‑service skills who’s looking to build a career in investment or wealth management. About the role You’ll provide day‑to‑day administrative support to the Investment Managers and Assistants, helping ensure clients receive a seamless, high‑quality service. Working closely with the wider team, you’ll handle a variety of tasks including account openings, stock transfers, client meeting coordination, and data updates on internal systems. You’ll also assist with preparing materials for client meetings, support ongoing team projects, and help maintain accurate, compliant records. Key responsibilities • Provide administrative and operational support to the Portfolio Management team, • Prepare client documentation, correspondence, and meeting materials, • Update and maintain accurate data within internal systems (e.g., Avaloq or similar), • Assist with account openings, closures, stock transfers, and payments, • Generate and format Excel reports for portfolio tracking and reporting, • Help arrange client meetings and manage related logistics, • Support trade processing and reconciliation under supervision, • Contribute to process‑efficiency initiatives and best‑practice sharing, • Previous experience in financial services (wealth management, investment, or private banking preferred), • Confident user of Microsoft Word, Excel and PowerPoint; knowledge of Avaloq or similar systems beneficial, • Excellent organisational, communication and teamwork skills, • High attention to detail and a proactive, “can‑do” approach

Investment Administrator Location: Newcastle upon Tyne Salary: Up to £32,500 + excellent benefits Working pattern: Full-time, office-based during probation (6 months), then hybrid (2 days WFH per week) The Opportunity • An established and highly respected UK wealth management firm is looking to recruit an Investment Administrator to support Investment Managers within their Portfolio Management function., • This is an excellent opportunity for someone with experience in financial services administration who is looking to develop their career within investment management, working in a professional, collaborative, and client-focused environment. The Role • Reporting into senior members of the investment support team, you will provide high-quality administrative support to Investment Managers, helping to ensure smooth day-to-day operations and positive client outcomes, while working within a regulated and compliance-led framework. Key Responsibilities • Providing comprehensive administrative support to Investment Managers and wider portfolio management teams, • Opening and closing client accounts and maintaining accurate client records, • Processing stock transfers, payments, and other account-related transactions, • Updating client and account data on internal systems, • Producing reports using Excel and internal data sources, • Supporting the preparation of client meetings, reviews, and presentations, • Arranging client meetings and drafting correspondence and file notes, • Assisting with ad-hoc projects and ongoing process improvements, • Ensuring all work is completed in line with regulatory and compliance requirements, • Building strong internal and external relationships through accurate and timely support Skills & Experience Required • Previous experience in an investment administration / wealth management / financial services role, • Strong attention to detail and high levels of accuracy, • Confident user of Microsoft Word and Excel, • Excellent organisational and time-management skills, • Professional communication skills and a client-focused approach, • Ability to work independently while contributing effectively within a team, • Understanding of working in a regulated environment (FCA awareness desirable) What’s on Offer • Salary up to £32,500 (dependent on experience), • Excellent benefits package, • Structured onboarding and training, • Clear opportunity for development within investment management, • Hybrid working after successful completion of probation, • Supportive, professional, and high-quality working environment

Wealth Compliance Analyst or Supervisor Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Wealth Compliance Analyst or Supervisor to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to play a large part in the function’s growth and development over the coming years with a tangible progression path. Responsibilities of the Wealth Compliance Analyst or Supervisor: -Ensure client files comply with policies and regulatory standards -Provide support to financial advisors regarding their training, competency and compliance -Assist with the training for new hires with regards to compliance processes and standards -Provide compliance support to the business and the advisors Background of the Wealth Compliance Analyst or Supervisor: -Strong experience in compliance or audit within the financial services sector -Level 4 qualified DipFA, DipPFS, ect….. -Strong stakeholder management and business partnering skills -Exposure to UK regulations and products ‘Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information we collect about you’.

Team Assistant – Portfolio Management Newcastle We’re looking for an organised and proactive Team Assistant to support a busy Portfolio Management function within a well‑established wealth management business. This is a great opportunity for someone with strong administrative and client‑service skills who’s looking to build a career in investment or wealth management. About the role You’ll provide day‑to‑day administrative support to the Investment Managers and Assistants, helping ensure clients receive a seamless, high‑quality service. Working closely with the wider team, you’ll handle a variety of tasks including account openings, stock transfers, client meeting coordination, and data updates on internal systems. You’ll also assist with preparing materials for client meetings, support ongoing team projects, and help maintain accurate, compliant records. Key responsibilities • Provide administrative and operational support to the Portfolio Management team, • Prepare client documentation, correspondence, and meeting materials, • Update and maintain accurate data within internal systems (e.g., Avaloq or similar), • Assist with account openings, closures, stock transfers, and payments, • Generate and format Excel reports for portfolio tracking and reporting, • Help arrange client meetings and manage related logistics, • Support trade processing and reconciliation under supervision, • Contribute to process‑efficiency initiatives and best‑practice sharing, • Previous experience in financial services (wealth management, investment, or private banking preferred), • Confident user of Microsoft Word, Excel and PowerPoint; knowledge of Avaloq or similar systems beneficial, • Excellent organisational, communication and teamwork skills, • High attention to detail and a proactive, “can‑do” approach

Code Wizards Group is a world leader in backend and multiplayer infrastructure for the gaming industry. From high-scale AAA console and PC games to fast-paced mobile indie titles, we empower studios to bring multiplayer experiences to life. Within the Group lie Multiplayer Wizards, whose sole responsibility is to help game studios to run and operate their game infrastructure seamlessly for the players. We're on the search for some Contract DevOps Engineering talent to join the team working on some specific game migration work. Are you a highly productive DevOps Engineer, looking to use your wealth of games industry knowledge and your technical DevOps skills to help keep games online and running, whatever challenges are thrown at you? In this role, you will use your skills to help educate others in the team and act as an escalation point for head-scratching problems. Incidents are no problem, and you are happy to pick up and run with an outage, working with internal teams and the customer to keep the game infrastructure online. DUTIES AND RESPONSIBILITIES • Diagnosing and performing root cause analysis on customer infrastructure, including in incident scenarios, • Proactively identify and raise methods of improving team efficiency and procedures to improve support to the customer, • Assisting with escalated issues and navigating scenarios across multiple teams, • Writing clean, scalable, and performant scripts & code, • Forming part of a regular on-call rotation supporting our customers and internal teams SKILLS AND EXPERIENCE • Experience working in the gaming industry having migrated a live service game in production., • Knowledge of backend systems for online games and ideally exposure to game engines, Unity, Unreal etc., • An excitement to expand your knowledge on unfamiliar infrastructure and tools, • Automation knowledge on a wide variety of tools – Ansible, Terraform, Grafana, and Kubernetes, etc., • Prior experience migrating a game from one Cloud provider onto AWS, • Excellent knowledge of containers, virtual machines and Linux server administration, • Demonstrable experience in programming or personal code-based projects. Please note, initially, we will be looking at people with knowledge of the Games Industry.

Provn's proud to be partnered with an internationally renowned wealth and asset management firm as they seek an Application Engineer to join their growing Applications function. With over 100+ years experience, the client's well-established in their field, boasting a long and respected track record across the European, North American, and Asian markets. Due to recent growth, the business is seeking to grow their Applications team and this initial hire is a key step. The client requires candidates with several years experience in a similar position - ideally from a financial services background - with substantial exposure to Snowflake. While not essential, experience with XPO, SQL, and DBT (Data Build Tool) is highly advantageous. Candidate's will also be required in office 4 days a week. Responsibilities: • Overseeing end-to-end data flow for upcoming projects, • Ensuring data is successfully transformed and migrated from legacy systems, • Designing structured, well-modelled, and scaleable processes Why Apply: • Competitive Salary up to £76,000, • Massive opportunity for upskilling and career acceleration, • Considerable benefits package (including 10% pension) If this sounds like you, click apply and one of the Provn team will reach out to discuss! Provn Talent Solutions Ltd is operating as an employment agency under the Conduct of Employment Agencies and Employment Businesses Regulations 2003. Your application will be considered in line with the agency’s Privacy Policy, which can be found on our website.

Executive Search Consultant (360) - Cloud Tech Tenth Revolution Group - Newcastle Upon Tyne We have a fantastic opportunity for an experienced 360 consultant to join our team in Newcastle as an Executive Search Consultant! This is a new opportunity where you'll get to carve out our new exec search offering. Joining Tenth Revolution Group you'd get the opportunity to develop your already honed skills and become a specialist within the growing cloud tech industry. You'll be building relationships with senior / C Suite / Board level IT professionals across the UK and Nordics region. This is an evolving, always in demand sector, with uncapped / no threshold commission - up to 40% for senior placements! We are looking for a 360 recruiter looking to take their next steps into exec search. You will need to be successful in developing and winning new business, able to navigate high level conversations, and play the long game - you won't be doing deals every month, but the deals you will be making will be big!! You don't need to have experience in Cloud tech recruitment, however must have worked in a professional services - IT, Tech, White Collar recruitment, and be happy to move into something new. Cloud is an industry we have been in for the past 20 years, so you will be joining an experienced team who can help you map it out. About Tenth Revolution Group: ☁As the leading Cloud Tech talent agency, we've built solid connections with key cloud clients and are the only agency to be partnered with Microsoft, Salesforce & AWS ☁We’re privileged to attend exclusive ecosystem events such as MS Ignite, Dreamforce & proudly host the Digital Revolution Awards, where you’ll network with the best and brightest in the industry. ☁With nearly 20 years in this industry we have a built up a wealth of knowledge, and with our support, resources, and training, we'll help you refine and develop your skills to take your career to the next level! If you are interested in finding out more, please apply on line or email your CV to or reach out to me via LinkedIn All applicants must hold full and independent Right to Work in the UK both now and in the future, we are not able to provide sponsorship. TRG are an equal opportunities employer that values a diverse workforce and the contribution each individual makes. We are committed to promoting equality and diversity, and creating an inclusive environment for all both internally and externally with our clients and candidates.

The Investment Administrator will provide excellent administrative support to a team of Investment Managers to help to deliver good client outcomes.Work efficiently and effectively with the Investment Management team with daily administration tasks associated with the ongoing monitoring of client in

Business Development Manager (Wealth Management). Are you a driven Business Development Manager from a management background looking to grow your career within a company that rewards performance and ambition?. In this role, you will be responsible for identifying and developing new business opportun

Are you looking to start a career in financial advice and wealth management, with the ambition to become a fully qualified Financial Adviser through structured training and support?. In this role, you will support Financial Advisers with client reviews, data gathering, and preparation of financial p

The Opportunity Are you an experienced Financial Services professional looking to join one of Newcastle’s premier Wealth Management firms? We are seeking a Senior Finance Administrator to provide high-level technical support to a busy team of Financial Advisers. Whether you are an experienced

Global Fire and Security Systems. Global Fire and Security Systems are an independent company established in Nottingham since 1999. Thanks to a combined wealth of knowledge and experience between our directors, Global have become industry experts in the design, installation, commissioning and mainte

A leading financial planning firm in Newcastle upon Tyne is seeking a Financial Planning Administrator to support its team. The company offers industry-leading training and excellent benefits including a 10% pension contribution and private medical cover.

Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established Independent Financial Advice company with existing clients in the North East. This is an excellent company, offering financial planning and wealth management advice. They are a growing company, they

Our Assistant Restaurant General Managers (ARGM) bring a wealth of experience from diverse sectors, including supermarkets, pubs, high street retailers, and banks. Learning essential managerial skills, such as scheduling, team coordination, and effective communication, to lead a motivated and effici

Fun, rewarding and with the opportunity to develop and grow your career. That's life with L&C Mortgages, the UK's leading fee free mortgage and protection broker with over 160 awards to its name. Join us and you'll be part of a business that takes your progress seriously and wants you to enjoy being part of the L&C family. From ‘The Extra Mile' colleague nominations – recognising those who go above and beyond, your birthday off and our fabulous Perkbox membership, this is a place that really gives back on the effort you put in. Right now, we're looking to expand our brilliant HR team and bring onboard a HR Business Partner up in the North East. Dynamic, practical and motivated, able to work well and develop lasting meaningful relationships with colleagues both across and up & down the business, if you think this could be the role for you, keep reading to find out more! The role This role sits at the forefront of people management here at L&C, a vital position wherein your guidance and knowledge will be instrumental in the ongoing enhancement of the employee lifecycle and the delivery of our People Plan. You'll be the primary point of contact for colleagues and managers alike for employee relations, providing top quality advice and support across multiple different areas: disciplinaries, performance management, occupational health and grievance cases to name a few, utilising employee legislation knowledge, and a conscientious approach to sensitive issues and situations. You'll need to be proactive and use insightful judgement to navigate your workload, working together with the wider HR team and your stakeholders to achieve effective resolutions and outcomes in line with policy and best practice. Policies in mind, you'll monitor, review and update policies in line with current legislation within the industry and beyond, working with teams to ensure these policies reflect in our actions. About you A seasoned HR professional, you have a great wealth of experience at your belt when it comes to working within a HR function and providing suitable advice on a range of ER matters. You may have experience working within financial services already, or under a similarly regulated environment, either way, you know your stuff and understand the importance of working within HR with apt judgement and care. Practical and logical, you're able to deal with cases in a diplomatic manner, with excellent communication skills across both written and verbal channels. You'll work closely with management across all levels of the business, so solid stakeholder management is a must, as well as keen organisation skills to keep on top of and prioritise your work effectively. You may also hold CIPD Level 5/7 or an equivalent qualification (SHRM certificate or degree within HR), whilst this is not essential, this would be advantageous. Why join L&C? We care about our customers, but our employees are what make the magic happen. We're always ready to listen and do what we can to make L&C even better for those receiving and providing our services. Working with us means being part of an environment of respect and equity. The standard of training is as high as it can be, so that the service you're able to deliver is at the same level. What you do with it and where you take your role from there is up to you – because there are ample opportunities to flourish and progress. Joining L&C means having the chance to: 24 days starting annual leave, plus your birthday & bank holidays off non inclusive of your holiday allowance Have access to our comprehensive Employee benefit and support schemes, from wellbeing to perks and discounts, we want to give our colleagues the best as thanks for their continued dedication Come celebrate at our biannual Winter and Summer socials, and plenty of other events throughout the year … and much more! At London & Country Mortgages, we are committed to fostering a recruitment and selection process that is inherently diverse and inclusive. We believe in the strength that comes from a variety of perspectives, backgrounds, and experiences, and we actively seek to create an environment where individuals from all walks of life feel welcome and valued. Our commitment to diversity and inclusion is not just a goal; it is a fundamental part of our organisational culture, driving us to continuously enhance our practices to ensure that every candidate has an equal opportunity to contribute and thrive within our community. FCA Certification Regime & Conduct Rules L&C is classified as an “Enhanced Firm” under the FCA's Senior Managers and Certification Regime (SM&CR). This role will officially fall into the “Conduct” element of the regime, meaning you'll be personally subject to the five FCA Conduct Rules if successful in your application. You may already be aware of these, but don't worry if not. If successful in securing the role training will be provided. TPBN1_UKTJ

Private Wealth Partner, Somerset – lead role at highly prized law firm. With a highly ranked private client team it seeks to appoint an experienced partner to lead and develop its private wealth offering in and around the Somerset region.

The firm is now seeking an ambitious and motivated Legal Director or Partner to join its highly regarded Private Wealth team, with a particular focus on international tax, trusts and cross border wealth planning. This firm is known for the quality of its private wealth work and offers an outstanding

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment man

At Vinco Wealth Management, we support advisers in running their own client books within established governance and compliance frameworks.

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

Connect prospective investors with the Sustainable Wealth Group partnerships team. You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?.

Asset & Wealth Management (AWM). You will assume the role of a trusted advisor to C-suite executives, enabling technology-led transformation and digital innovation across asset managers, wealth managers, and financial advisory firms. Responsible for managing and growing key client accounts within th

Connect prospective investors with the Sustainable Wealth Group partnerships team. You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?.

We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Job DescriptionJoin our Wealth and Front unit as a Team Lead, where you'll

Your new firm Our client is a highly respected regional law firm with a strong reputation for excellence and growth.Recognised by leading legal directories and regularly winning industry awards, the firm is known for its collaborative culture, client-focused approach, and commitment to professional

The RoleThe Tax Manager will research and resolve Tax questions from the Wealth Management business, that relate to new tax regimes (UK, US, INTL) and advise on how client tax investments may be impacted. The ClientAn established and widely known Wealth Management firm servicing Investment Managemen

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team.

THE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments, protection, and retirement planningSupporting advisers with FCA-compliant recommendationsUsing financial planning platforms and software to

We have a great opportunity for a Transformation Consultant / Business Consultant to work with a large wealth management business. Key responsibilities include: Building relationships with the transformation office and programme managers to enable clear reporting to senior management Identifying cha

A respected organization is seeking an Events Executive to manage and deliver regional events, ensuring all logistical details are executed professionally.The ideal candidate has experience in corporate events and strong organisational skills.This role involves coordination of multiple events with a

A leading financial services firm is seeking a Product Manager to modernize their Wealth Management digital platform.

A leading international bank is seeking a Senior Tax Manager for its International Wealth and Premier Banking division in London.

London's premier private wealth firms. You’ll work closely alongside one of their highly experienced Private Wealth Partners, who is planning a phased retirement—creating a clear path for you to inherit an existing client base and take a strategic leadership role. Head of Private Wealth – Esta

A global financial institution seeks a Wealth Solution Consultant in Greater London. Responsibilities include designing tailored wealth strategies and building lasting relationships with clients. The ideal candidate has qualifications in financial planning, experience in wealth management, and stron

A fast-growing FinTech company in the UK is seeking a Senior Product Manager to lead the creation of Wealth and Accountancy propositions.

A leading global investment firm in London is seeking a proactive Marketing Campaigns Manager to manage and optimize digital acquisition campaigns.The role requires over 4 years of experience in B2C marketing, a strong ability to partner cross-functionally, and a proven track record of executing suc

The ideal candidate will handle high-quality matters for UHNW and HNW individuals, focusing on wealth transfers, tax advice, and providing mentorship to junior team members. A leading law firm in Central London is seeking an ambitious senior associate with 4-8 years' PQE to join their renowned priva

Core Wealth Services forms the backbone of our investment platform, managing the essential business logic and processes that power wealth management operations. All development within Core Wealth Services is greenfield.

Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology. We are a global leader in end‑to‑end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK. Industry Knowledge: Ex

Responsibilities include onboarding wealth client relationships, ensuring agreements are in place with strategic partners, and participating in product structure development.

Up‑to‑date knowledge of the regulatory environment and the challenges affecting Wealth Management. The Wealth Business Engagement Senior Manager reports to and supports the Head of Business Engagement to ensure the delivery of BAU activities as well as the effective implementation of functional,

A leading global investment firm based in the UK is seeking an experienced Change Manager to lead high-priority initiatives in the Asset and Wealth Management division.

Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Ma

A global investment firm is seeking a motivated Junior Investor Relations Analyst to join their Wealth Investor Relations team in London. The position offers exposure to global wealth investors and opportunities for training and career progression in private markets.