697 Asset Management Firms jobs in the United Kingdom

Portfolio Manager - Wealth Management

BN1 2LP East Sussex, South East £80000 annum + per WhatJobs

Posted 18 days ago

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Job Description

full-time
Our client, a distinguished wealth management firm, is seeking an experienced and results-driven Portfolio Manager to join their established team in **Brighton, East Sussex, UK**. This hybrid role involves managing investment portfolios for high-net-worth individuals and institutional clients, providing bespoke financial advice and strategies to meet their investment objectives. As a Portfolio Manager, you will be responsible for conducting in-depth market research, asset allocation analysis, and investment selection across various asset classes, including equities, fixed income, and alternative investments. You will develop and implement tailored investment strategies, monitor portfolio performance, and provide regular reports and recommendations to clients. Strong client relationship management skills are essential, as you will be building and maintaining long-term partnerships based on trust and expertise. The ideal candidate will possess a proven track record in portfolio management, a deep understanding of financial markets, and a comprehensive knowledge of investment products and strategies. Professional qualifications such as CFA or equivalent are highly desirable. You must possess excellent analytical and critical thinking skills, with the ability to make informed investment decisions in volatile market conditions. A commitment to ethical conduct and regulatory compliance is paramount. This is an exceptional opportunity to leverage your expertise in a client-facing role, contributing to the financial success of individuals and institutions. You will be part of a collaborative and highly professional environment, with ample opportunities for professional growth and development. Drive investment success and client satisfaction in a leading financial advisory firm.
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Wealth Management Associate

London, London JCW Group

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Associate – Wealth Planning London | Wealth Management | Competitive Package We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax. The Role As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including: Advising on estate and succession planning strategies. Supporting clients and internal teams with inheritance tax planning. Reviewing and advising on complex legal documentation. Acting as an internal subject matter expert on private client issues. Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients. The Candidate We are seeking candidates from either a Legal or Tax background. The successful candidate will have: A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management Experience advising private clients (HNW/UHNW) in estate planning, succession planning, or inheritance tax - either in a legal capacity or tax advisory role Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders. A collaborative mindset and genuine interest in wealth management and financial planning. An understanding of markets regulation outside of the UK is a plus - with experience of cross-border regulations for EU or US citizens particularly advantageous Why Apply? This role offers the chance to move in-house within a prestigious wealth management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.
This advertiser has chosen not to accept applicants from your region.

Wealth Management Associate

London, London JCW Group

Posted today

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Associate – Wealth Planning London | Wealth Management | Competitive Package We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax. The Role As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including: Advising on estate and succession planning strategies. Supporting clients and internal teams with inheritance tax planning. Reviewing and advising on complex legal documentation. Acting as an internal subject matter expert on private client issues. Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients. The Candidate We are seeking candidates from either a Legal or Tax background. The successful candidate will have: A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management Experience advising private clients (HNW/UHNW) in estate planning, succession planning, or inheritance tax - either in a legal capacity or tax advisory role Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders. A collaborative mindset and genuine interest in wealth management and financial planning. An understanding of markets regulation outside of the UK is a plus - with experience of cross-border regulations for EU or US citizens particularly advantageous Why Apply? This role offers the chance to move in-house within a prestigious wealth management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.
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Wealth Management Associate

London, London JCW Group

Posted today

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Job Description

Associate – Wealth Planning


London | Wealth Management | Competitive Package


We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax.


The Role


As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including:


  • Advising on estate and succession planning strategies.
  • Supporting clients and internal teams with inheritance tax planning.
  • Reviewing and advising on complex legal documentation.
  • Acting as an internal subject matter expert on private client issues.
  • Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients.


The Candidate


We are seeking candidates from either a Legal or Tax background. The successful candidate will have:


  • A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management
  • Experience advising private clients (HNW/UHNW) in estate planning, succession planning, or inheritance tax - either in a legal capacity or tax advisory role
  • Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders.
  • A collaborative mindset and genuine interest in wealth management and financial planning.
  • An understanding of markets regulation outside of the UK is a plus - with experience of cross-border regulations for EU or US citizens particularly advantageous


Why Apply?


This role offers the chance to move in-house within a prestigious wealth management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.

This advertiser has chosen not to accept applicants from your region.

Wealth Management Associate

JCW Group

Posted today

Job Viewed

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Job Description

Associate – Wealth Planning


London | Wealth Management | Competitive Package


We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax.


The Role


As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including:


  • Advising on estate and succession planning strategies.
  • Supporting clients and internal teams with inheritance tax planning.
  • Reviewing and advising on complex legal documentation.
  • Acting as an internal subject matter expert on private client issues.
  • Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients.


The Candidate


We are seeking candidates from either a Legal or Tax background. The successful candidate will have:


  • A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management
  • Experience advising private clients (HNW/UHNW) in estate planning, succession planning, or inheritance tax - either in a legal capacity or tax advisory role
  • Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders.
  • A collaborative mindset and genuine interest in wealth management and financial planning.
  • An understanding of markets regulation outside of the UK is a plus - with experience of cross-border regulations for EU or US citizens particularly advantageous


Why Apply?


This role offers the chance to move in-house within a prestigious wealth management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.

This advertiser has chosen not to accept applicants from your region.

Wealth Management Trainee

Acuma - Independent Financial Advice

Posted today

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Job Description

Take the First Step Towards an International Career

Begin your journey in financial advisory with a 2-month intensive training programme based in Mauritius followed by permanent placement in our Dubai office. The training for this overseas role officially starts in
Jan 2026.

This advertiser has chosen not to accept applicants from your region.

Wealth Management Associate

JCW Group

Posted today

Job Viewed

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Job Description

Job Description

Associate – Wealth Planning


London | Wealth Management | Competitive Package


We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax.


The Role


As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including:


  • Advising on estate and succession planning strategies.
  • Supporting clients and internal teams with inheritance tax planning.
  • Reviewing and advising on complex legal documentation.
  • Acting as an internal subject matter expert on private client issues.
  • Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients.


The Candidate


We are seeking candidates from either a Legal or Tax background. The successful candidate will have:


  • A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management
  • Experience advising private clients (HNW/UHNW) in estate planning, succession planning, or inheritance tax - either in a legal capacity or tax advisory role
  • Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders.
  • A collaborative mindset and genuine interest in wealth management and financial planning.
  • An understanding of markets regulation outside of the UK is a plus - with experience of cross-border regulations for EU or US citizens particularly advantageous


Why Apply?


This role offers the chance to move in-house within a prestigious wealth management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.

This advertiser has chosen not to accept applicants from your region.
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Wealth Management Associate

London, London JCW Group

Posted today

Job Viewed

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Job Description

Job Description

Associate – Wealth Planning


London | Wealth Management | Competitive Package


We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax.


The Role


As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including:


  • Advising on estate and succession planning strategies.
  • Supporting clients and internal teams with inheritance tax planning.
  • Reviewing and advising on complex legal documentation.
  • Acting as an internal subject matter expert on private client issues.
  • Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients.


The Candidate


We are seeking candidates from either a Legal or Tax background. The successful candidate will have:


  • A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management
  • Experience advising private clients (HNW/UHNW) in estate planning, succession planning, or inheritance tax - either in a legal capacity or tax advisory role
  • Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders.
  • A collaborative mindset and genuine interest in wealth management and financial planning.
  • An understanding of markets regulation outside of the UK is a plus - with experience of cross-border regulations for EU or US citizens particularly advantageous


Why Apply?


This role offers the chance to move in-house within a prestigious wealth management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.

This advertiser has chosen not to accept applicants from your region.

Wealth Management Administrator

Birmingham, West Midlands RGH-Global Limited

Posted today

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Job Description

Wealth Management Administrator

Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience.

The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business.

Key Responsibilities

  • Maintain accurate and compliant client documentation in line with company standards.
  • Support Wealth Planners in submitting cases to paraplanning and related teams.
  • Manage financial administration, including invoices, billing, work in progress, and commission tracking.
  • Prepare service agreements and client documentation with precision.
  • Demonstrate flexibility in supporting different stakeholders and business areas as needed.
  • Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.
  • Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.
  • Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.
  • Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
  • Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems.

Skills, Experience & Qualifications

  • Good understanding of the end-to-end wealth planning process.
  • Familiarity with a broad range of financial planning and investment products.
  • Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding.
  • Ability to identify and escalate potential compliance concerns appropriately.
  • Strong client service and communication skills.
  • Excellent attention to detail and high level of accuracy.


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Remote Wealth Management Advisor

CV1 1AA Coventry, West Midlands £60000 Annually WhatJobs

Posted 19 days ago

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Job Description

full-time
As a fully remote Wealth Management Advisor, you will be at the forefront of providing bespoke financial planning and investment advice to a diverse clientele. Operating from your home office, you will leverage cutting-edge digital tools and communication platforms to build and maintain strong client relationships. This role requires an individual with a deep understanding of financial markets, investment strategies, and regulatory requirements. Your primary responsibilities will include conducting comprehensive financial needs analyses, developing personalized investment portfolios, and offering guidance on retirement planning, estate planning, and risk management. You will be expected to proactively identify opportunities for clients to grow and protect their wealth, staying abreast of market trends and economic developments. Excellent communication skills are paramount, enabling you to articulate complex financial concepts clearly and persuasively to clients via video calls, phone, and email. You will also be responsible for ensuring compliance with all relevant financial regulations and company policies. This remote position demands a high degree of self-discipline, organization, and initiative. You must be comfortable working independently while collaborating effectively with internal support teams. A strong ethical compass and a commitment to client confidentiality are non-negotiable. The ideal candidate will hold relevant professional qualifications (e.g., CII, CFA) and possess a proven track record in financial advisory or wealth management. This is a unique opportunity to shape your career in a flexible, remote-first environment, working with a respected financial institution that values innovation and client-centricity. Embrace the future of finance and help clients achieve their long-term financial aspirations.
This advertiser has chosen not to accept applicants from your region.
 

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