207 Client Advisory Services jobs in the United Kingdom

Wealth Management Administrator

Woking, South East Burgh Recruitment Limited

Posted 5 days ago

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Job Description

permanent

Wealth Management Administrator

Location - Woking

Salary - £27,000 - £35,000 depending on experience

Hours - Full-time / In Office

We are looking for an enthusiastic Wealth Management Administrator to assist Financial Planners in managing client relationships, handling client queries, processing applications, and supporting financial planning tasks.

Through a carefully structured process, we help clien.





WHJS1_UKTJ

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Business Analyst - Wealth Management

Nicoll Curtin

Posted 2 days ago

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Job Description

Business Analyst - Wealth Management - 12 Month Contract - £550 Per Day - Inside IR35


We’re looking for a solutions-focused Business Analyst with deep experience in Wealth Management to join a high-performing team delivering strategic change across global financial services.


What you’ll be doing:

  • Driving business-critical projects from analysis through to delivery.
  • Collaborating with global stakeholders to define and validate requirements.
  • Supporting systems implementation and process optimisation.
  • Leading documentation and process mapping efforts.


What you’ll bring:

  • Strong analytical and stakeholder management skills.
  • Experience with Avaloq or similar platforms.
  • Agile/Scrum expertise in large-scale environments.
  • Wealth product knowledge (Credit, Custody, Payments).
  • Clear, confident communication with senior stakeholders.

Why join?

  • Hybrid working (4 days on-site).
  • Inclusive, collaborative culture.
  • Full lifecycle exposure and career development opportunities.

Interested? Let’s talk. Apply or message directly to learn more.

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

Business Analyst - Wealth Management

London, London Nicoll Curtin

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Business Analyst - Wealth Management - 12 Month Contract - £550 Per Day - Inside IR35


We’re looking for a solutions-focused Business Analyst with deep experience in Wealth Management to join a high-performing team delivering strategic change across global financial services.


What you’ll be doing:

  • Driving business-critical projects from analysis through to delivery.
  • Collaborating with global stakeholders to define and validate requirements.
  • Supporting systems implementation and process optimisation.
  • Leading documentation and process mapping efforts.


What you’ll bring:

  • Strong analytical and stakeholder management skills.
  • Experience with Avaloq or similar platforms.
  • Agile/Scrum expertise in large-scale environments.
  • Wealth product knowledge (Credit, Custody, Payments).
  • Clear, confident communication with senior stakeholders.

Why join?

  • Hybrid working (4 days on-site).
  • Inclusive, collaborative culture.
  • Full lifecycle exposure and career development opportunities.

Interested? Let’s talk. Apply or message directly to learn more.

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

Senior Manager - Asset & Wealth Management

London, London McCabe & Barton

Posted today

Job Viewed

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Job Description

Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis.


The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will look at consultants with other financial services experience too.


You will need a strong understanding of Target Operating Model Design (TOM), and have worked on a range of complex Business Change programmes within Financial Services.


This is a permanent position (hybrid working) and it is offering a base of circa £100,000 (depending on experience) + an excellent benefits package.


To be considered for this role you will need some of the following;

  • Must have consulting / advisory experience within Financial Services.
  • Experience working with Asset & wealth Management firms – very beneficial.
  • Experience as a Project / Programme Management or Workstream Lead for complex transformation projects within financial services.
  • Experience of target operating model design and implementation as well as designing future state Operating models.
  • Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial
  • Experience working on Middle Office Outsourcing programmes. – beneficial
  • Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial
  • Possesses excellent communication and stakeholder management skills.


If you are an experienced Senior Manager with the required background, please respond to this ad in the first instance with an up to date version of your CV for review.

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

Senior Manager - Asset & Wealth Management

McCabe & Barton

Posted today

Job Viewed

Tap Again To Close

Job Description

Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis.


The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will look at consultants with other financial services experience too.


You will need a strong understanding of Target Operating Model Design (TOM), and have worked on a range of complex Business Change programmes within Financial Services.


This is a permanent position (hybrid working) and it is offering a base of circa £100,000 (depending on experience) + an excellent benefits package.


To be considered for this role you will need some of the following;

  • Must have consulting / advisory experience within Financial Services.
  • Experience working with Asset & wealth Management firms – very beneficial.
  • Experience as a Project / Programme Management or Workstream Lead for complex transformation projects within financial services.
  • Experience of target operating model design and implementation as well as designing future state Operating models.
  • Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial
  • Experience working on Middle Office Outsourcing programmes. – beneficial
  • Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial
  • Possesses excellent communication and stakeholder management skills.


If you are an experienced Senior Manager with the required background, please respond to this ad in the first instance with an up to date version of your CV for review.

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

Senior Risk Analyst - Wealth Management

London, London Broadgate

Posted today

Job Viewed

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Job Description

Senior Risk Analyst – Investments - £55,000-£62,000


Are you looking for an opportunity to join an Investment firm who are making incredible progress in the platform market

Are you a proactive, detail-oriented risk professional looking to make a meaningful impact in a growing financial services group? We are currently hiring for a Senior Risk Analyst to join our Group Risk Management team. This is a high-profile opportunity to support the evolution of a group-wide Risk Management Framework and help embed a strong risk culture across the business.

Key Responsibilities

  • Develop and maintain tools and reporting aligned with the enterprise Risk Management Framework.
  • Monitor risk MI, escalate breaches, and contribute to risk culture initiatives.
  • Maintain and enhance risk appetite statements and supporting metrics.
  • Support integration of risk considerations into strategic and operational decisions.
  • Prepare and deliver risk reports for senior committees and the Board.
  • Assist in key regulatory processes such as ICARA and ORSA.
  • Ensure risk systems are accurate, consistent, and complete.
  • Stay current with regulatory expectations and assess their impact.
  • Mentor and guide junior analysts as part of a collaborative team.


What We’re Looking For Essential:

  • Risk management experience in the financial services sector.
  • Understanding of risk frameworks, controls, and reporting standards.
  • Proficiency in Excel and other Microsoft Office tools.
  • Experience facilitating risk and control self-assessments (RCSAs).
  • Strong analytical, written, and verbal communication skills.
  • Comfortable working with stakeholders across all levels of the organisation.

Desirable:

  • Familiarity with retail investment products (ISAs, SIPPs, pensions).
  • Knowledge of FCA/PRA regulatory frameworks.
  • Exposure to prudential risk reporting processes (ICAAP, ICARA, ORSA).
  • Understanding of governance models such as the three lines of defence.
  • Experience producing board-level risk reports or facilitating workshops.
  • Relevant risk qualifications (e.g. IRM, CFA, PRMIA).

Personal Qualities:

  • Strong attention to detail while maintaining a strategic view.
  • Ability to interpret and challenge business processes with a risk lens.
  • Self-starter with the ability to manage priorities independently.
  • Committed to continuous improvement and building collaborative relationships
This advertiser has chosen not to accept applicants from your region.

Client Services Manager - Wealth Management

Financial Divisions

Posted 2 days ago

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Job Description

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Client Services Manager - Wealth Management

London, London Financial Divisions

Posted 2 days ago

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Job Description

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Senior Risk Analyst - Wealth Management

London, London Broadgate

Posted today

Job Viewed

Tap Again To Close

Job Description

Senior Risk Analyst – Investments - £55,000-£62,000 Are you looking for an opportunity to join an Investment firm who are making incredible progress in the platform market Are you a proactive, detail-oriented risk professional looking to make a meaningful impact in a growing financial services group? We are currently hiring for a Senior Risk Analyst to join our Group Risk Management team. This is a high-profile opportunity to support the evolution of a group-wide Risk Management Framework and help embed a strong risk culture across the business. Key Responsibilities Develop and maintain tools and reporting aligned with the enterprise Risk Management Framework. Monitor risk MI, escalate breaches, and contribute to risk culture initiatives. Maintain and enhance risk appetite statements and supporting metrics. Support integration of risk considerations into strategic and operational decisions. Prepare and deliver risk reports for senior committees and the Board. Assist in key regulatory processes such as ICARA and ORSA. Ensure risk systems are accurate, consistent, and complete. Stay current with regulatory expectations and assess their impact. Mentor and guide junior analysts as part of a collaborative team. What We’re Looking For Essential: Risk management experience in the financial services sector. Understanding of risk frameworks, controls, and reporting standards. Proficiency in Excel and other Microsoft Office tools. Experience facilitating risk and control self-assessments (RCSAs). Strong analytical, written, and verbal communication skills. Comfortable working with stakeholders across all levels of the organisation . Desirable: Familiarity with retail investment products (ISAs, SIPPs, pensions). Knowledge of FCA/PRA regulatory frameworks. Exposure to prudential risk reporting processes (ICAAP, ICARA, ORSA). Understanding of governance models such as the three lines of defence. Experience producing board-level risk reports or facilitating workshops. Relevant risk qualifications (e.g. IRM, CFA, PRMIA). Personal Qualities: Strong attention to detail while maintaining a strategic view. Ability to interpret and challenge business processes with a risk lens. Self-starter with the ability to manage priorities independently. Committed to continuous improvement and building collaborative relationships
This advertiser has chosen not to accept applicants from your region.

Senior Manager - Asset & Wealth Management

London, London McCabe & Barton

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will look at consultants with other financial services experience too. You will need a strong understanding of Target Operating Model Design (TOM), and have worked on a range of complex Business Change programmes within Financial Services. This is a permanent position (hybrid working) and it is offering a base of circa £100,000 (depending on experience) an excellent benefits package. To be considered for this role you will need some of the following; Must have consulting / advisory experience within Financial Services. Experience working with Asset & wealth Management firms – very beneficial. Experience as a Project / Programme Management or Workstream Lead for complex transformation projects within financial services. Experience of target operating model design and implementation as well as designing future state Operating models. Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial Experience working on Middle Office Outsourcing programmes. – beneficial Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial Possesses excellent communication and stakeholder management skills. If you are an experienced Senior Manager with the required background, please respond to this ad in the first instance with an up to date version of your CV for review.
This advertiser has chosen not to accept applicants from your region.
 

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