65 Client Advisory Services jobs in London

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.

The Company:

An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients

The Role:

The Client Services Assistant will provide excellent administrative support to Investment Managers to help to deliver good client outcomes.

This role will suit an individual with 1-2 Client Services / support experience within Financial Services or a recent A level School leaver who is keen to work in financial services.

The Client Services Assistant will work efficiently and effectively adhering to the Company’s processes within the compliance framework.

The Client Services Assistant will support Investment Management teams with daily administration tasks associated with the ongoing monitoring of client portfolios in line with company procedures and models, working closely with the Investment Assistant on the desk to ensure the team are fully supported.

The Client Services Assistant will provide administrative support - writing up file notes, drafting letters, arranging client meetings - preparation and administration for client pitches and meetings, assisting team with ongoing projects

The Client Services Assistant will develop and maintain client relationships and will be responsible for accurate account opening and closing, transfer of stock into accounts and payments.

The Client Services Assistant will, when required, support the Investment Desk, placing trades in based on received instructions from other staff on the Investment Desk, ensuring they are executed and booked correctly.

The Candidate

1-2 years Client Support or Financial Services Administration experience.

Would also consider a recent A level school leaver who is keen to work in Financial Services / Wealth Management.

Proficient in Word, Excel and ideally PowerPoint – all at a basic level.

Excellent customer service skills and interpersonal skills.

Ability to work unsupervised when required.

Good understanding and application of limitations with respect to client contact.

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

Inside IR35, Hybrid working, UK Wide, London, North West, Scotland, Senior Business Analys t, Wealth Management , Cash flow Modelling , Lifestyle portfolio managemen t, Pension Agile, Waterfall, Process mapping, Product Analysis, Strong Regulatory understanding

My leading Wealth Management client is looking for a Strong Business Analyst to work on a project around analysing the as is and to be processes of the current and future tooling around Retirement portfolio management decision making and new product management within this Wealth area. You must have the ability to organise and facilitate requirements workshops and produce documentation, with the ability to explain complex scenarios in an easily understandable way. Combined with this you will have a solid knowledge of process modelling techniques.

Key Areas

• Proven Deep Wealth Management
• Lifestyle Decision Making tooling - Around Retirement
• Cash Flow Modelling
• Stochastic modelling
• Wealth Management Product Development
• Excellent regulatory understanding on pensions / wealth management

If you have the above experience, please send me your cv

Director of Wealth & Investment Management

Location:  City, London

Package: Competitive salary + Bonus + Benefits

Director of Wealth & Investment Management - Company Overview:
My client is a leading wealth management firm, delivering personalised financial advice and comprehensive services in wealth planning, investment management, and lending. Their approach to Wealth & Investment Management is centred on long-term client relationships, preserving and growing wealth, and providing highly tailored solutions. With decades of expertise in Wealth & Investment Management, my client has earned the trust of high-net-worth individuals seeking both security and opportunity.

Director of Wealth & Investment Management - Role Overview:
My client is seeking a Director of Wealth & Investment Management to lead and expand their private banking and investment services. This is a senior appointment with responsibility for strategic leadership, business development, and the delivery of a seamless, client-first experience across all Wealth & Investment Management activities.

Director of Wealth & Investment Management - Key Responsibilities:

• Lead the Wealth & Investment Management teams, driving growth and ensuring exceptional client service.
li>Build and maintain strong relationships with high-net-worth clients, delivering bespoke solutions in Wealth & Investment Management.
• Oversee investment, lending, and wealth planning services to align with clients’ objectives.
< i>Develop business strategies to grow assets under management and strengthen my client’s Wealth & Investment Management offering. < i>Work closely with internal teams to ensure seamless delivery of Wealth & Investment Management services.
• Mentor senior relationship managers, promoting a high-performance, client-first culture within Wealth & Investment Management.
• Ensure compliance with all regulatory requirements in the delivery of Wealth & Investment Management solutions.

Director of Wealth & Investment Management - Candidate Requirements:

• Significant experience in Wealth & Investment Management or private banking, with a track record in client acquisition and portfolio growth.
• Strong leadership skills with experience managing high-performing teams in Wealth & Investment Management.
• Excellent communication and relationship-building abilities.
• Broad knowledge of investment strategies, lending, and wealth planning for high-net-worth clients.

Why Join My Client:

• A senior leadership role in a respected wealth management business focused on bespoke Wealth & Investment Management services.
• A culture that values integrity, growth, and long-term client relationships.
• Competitive remuneration and benefits aligned with seniority and performance.

Director of Wealth & Investment Management

Criminal Litigation

Kingsley Napley LLP

Financial Services Group - Financial Services Associate (1- 6 years’ PQE)

We are looking for an Associate (1-6 PQE) to bolster our growing firmwide Financial Services Group, specialising in contentious financial services work.

Described in Legal 500 as ‘a powerful financial services team with excellent criminal crossover’, our contentious financial services practice is widely recognised as one of the best in the UK.

Sitting within the broader Criminal Litigation team, we specialise in the intersection of criminal and regulatory enforcement, advising on both financial and non-financial misconduct. Criminal insider dealing cases and regulatory investigations into senior managers are the mainstay of our practice. With involvement in some of the biggest matters before the Upper Tribunal, you will be working on high-profile matters which shape the regulatory landscape.

Candidates will ideally have significant experience of working for the Financial Conduct Authority (FCA) and / or advising firms and individuals regulated by the FCA and a deep knowledge of the FCA’s regulatory framework.

You will join an incredibly hardworking and supportive team working alongside a number of leading criminal partners, as well collaborating with a number of practice areas across KN including our Employment and Dispute Resolution teams.

What are we looking for?

• Strong experience with contentious financial services work, including enforcement, supervision and authorisation / approval cases
• Experience advising firms and individuals regulated by the FCA
• An ability to get up to speed quickly on matters (including new legislation) and to shift focus/ direction with competing deadlines and priorities
• A demonstrable interest for contentious and non-contentious financial services work – delivering pragmatic and creative solutions to problems
• A broader interest in continuous improvement and innovation- we’re looking for those with an open and growth mindset and ability to embrace change
• An enthusiasm around marketing initiatives both internally and externally and comfortable delivering ‘know how’ sessions to promote knowledge & best practice
• Excellent attention to detail, accuracy and drafting skills
• A genuine interest in KNs ethos and brand – someone whose core values align with ours
• Experience with delegating appropriate tasks to those more junior in a team

Why KN?

This is a fantastic time to join a consistently top ranked Law Firm in London (by Best Companies) at a particularly exciting period of growth.

However, whilst we are very proud of the work we do and the clients we support, it is our people who are the key to our success. KN takes wellness and well-being very seriously, and we have a number of initiatives and programmes in place to ensure that our people feel included, happy and motivated at work.

We look for committed, reflective and diverse team players whose core values align with ours.

We offer competitive salaries, excellent benefits and a flexible/hybrid working model. We are also always genuinely happy to consider flexible working applications and we welcome applications from those who have outside commitments & responsibilities and need to work flexibly.

For a discreet or confidential phone call please contact Natalie Slater ( ) Head of Talent Attraction & Recruitment at Kingsley Napley or apply via the careers website.

Talent Partner, Financial Services

Start Date: ASAP

Location: London (Hybrid)

Qurated is a rapidly scaling challenger consultancy and executive search firm working with industry-leading clients across Financial Services and Legal Services. Through our Adaptive Teams model, we help businesses access the skills they need, when they need them - building and deploying elite teams of specialists into business-critical projects.

As a Talent Partner in our Financial Services practice, you’ll play a key role in making that happen. You’ll be focused on technical delivery - finding, engaging and securing exceptional talent, ensuring every hire contributes to meaningful, measurable outcomes. While your initial focus will be on one of our most active clients, your remit can broaden across the practice as you grow in the role.

This is a brilliant opportunity for someone who knows how to identify and engage with elite tech talent, enjoys being hands-on in fast-paced, high-bar settings and wants to be part of building something exceptional.

What you’ll be doing:

• Leading on delivery across high-priority technical roles within key FS clients, owning the candidate process from sourcing through to offer.
• Building strong, trusted relationships with candidates, acting as a credible representative of both Qurated and our clients.
• Engaging with and expanding our network of expert talent working across hands-on senior ICs to strategic leadership.
• Translating hiring briefs into sourcing strategies and using sound judgement to assess technical fit and alignment.
• Proactively developing and maintaining pipelines of talent to support live projects, upcoming demand and future bid opportunities.
• Managing all core candidate processes, sourcing, outreach, screening, coordination and feedback, with precision and pace.
• Feeding back market insight and commercial information to the wider business to help shape client planning, bids, and go-to-market strategy.

What we’re looking for:

• Strong experience as a Talent Partner or embedded recruiter within a fast-moving, quality-focused environment.
• Comfortable hiring across a wide range of technical roles - ideally across engineering or architecture.
• Strong attention to detail and a structured approach to assessing profiles, mapping markets, and managing processes.
• Confident in managing delivery at pace, juggling multiple roles and timelines while maintaining high standards.
• Confident communicator — clear, concise, and able to build rapport quickly with high-calibre candidates
• A proactive mindset - someone who takes ownership, sees blockers early, and keeps things moving.

What we offer:

• Competitive base salary and bonus
• 26 days’ holiday + bank holidays
• Vitality healthcare, enhanced mental health support, and half-price gym
• Life assurance (2x salary) and People’s Pension Scheme
• Regular team incentives and social events
• Long-term progression in an ambitious business that’s scaling fast

This major UK bank is seeking a Financial Services Regulatory Solicitor to join their team in London initially on a 3 to 6 month contract basis. This is a non-contentious role primarily advising on matters relating to Consumer Credit Act Legislation.

To be considered for the role your skills and experience should include:-

• Qualified Lawyer
• 3+ pqe
• Financial Services Regulatory expertise
• Consumer Credit Act experience

Working on a hybrid basis from the firms London office they are ideally seeking someone who can start in September 2025.

Apply now, or get in touch to find out more