67 Client Advisory Services jobs in London

Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space.

Role - Manager, Data Services aka Data Manager, Data Solutions Manager

Location - Fully remote - Flex Start / Finish

Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan + 25 Days

We’re hiring a Data Solutions Manager  to manager a growing Data Migration / BI team (currently 3) to deliver projects across data migration, BI and AI/ML , while shaping best practice and mentoring a growing team. You’ll engage directly with senior stakeholders in financial services and influence strategy at leadership level.

What you’ll need:

• Strong track record in data migration & BI

• Knowledge of data governance, data quality and lifecycle management

• Proven leadership and people management experience

• Background in financial services (ideally wealth/asset management)

Nice to have's 

Experience of Curo, Intelligent Office, Xplan, Plannr, Wealth Dynamix or similar systems for the IFA / Financial Advice Industry would be advantageous

Experience of AI / ML (this role will be central to the strategy for this going forward)

Interested? Please send your cv for a swift response

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We are seeking a bright and motivated Investments Data Scientist to join our dynamic Investment Team. This is an excellent opportunity to grow your career and apply your quantitative skills to real-world investment challenges. You will support senior team members in designing, developing, and deploying sophisticated models that influence investment decisions.

This position is ideal for a candidate with a strong foundational understanding of modern quantitative methods, coupled with a passion for financial markets and some previous exposure to the sector. You will work closely with portfolio managers and investment analysts, helping to translate complex data into actionable insights.

Key Responsibilities

• Automate Reporting: Support the building and automation of investment reports and financial reports, helping to provide timely and accurate insights to portfolio managers and stakeholders.
• Support Model Development: Assist in the design, backtesting, and implementation of statistical and machine learning models for asset allocation, risk management, and return forecasting.
• Conduct Data Analysis: Perform rigorous analysis of financial time series to help model market dynamics, understand volatility patterns, and identify underlying trends.
• Assist in Signal Generation: Contribute to the research, design, and validation of predictive investment signals by working with a wide range of traditional and alternative financial data.
• Contribute to Research: Assist in researching cutting-edge academic and industry findings in quantitative finance and machine learning.
• Support Portfolio Managers: Generate insights for Portfolio Managers through analysis of portfolio performance, risk, and performance attribution.
• Collaboration & Communication: Work collaboratively with the team to integrate quantitative insights into the investment process.

Requirements

Qualifications and Skills

• Degree (MSc or PhD) in a quantitative discipline such as Financial Engineering, Statistics, Computer Science, Physics, Mathematics, or a related field.
• Up to 5 years of relevant experience (including internships or academic projects) in a quantitative or data-focused role.
• Strong proficiency in Python and its data science ecosystem (pandas, NumPy, SciPy, scikit-learn, statsmodels).
• Solid understanding of financial time series modelling, including concepts related to forecasting, volatility, and non-stationarity.

• Demonstrable experience applying machine learning techniques (e.g., Gradient Boosting, Random Forests, Clustering) to data, preferably financial.
• Experience with (or academic exposure to) building investment signals or automating data analysis and reporting.
• Proficiency in SQL for querying and managing large datasets.

Preferred

• Familiarity with financial data providers such as Bloomberg, Refinitiv Eikon, or FactSet.
• Exposure to cloud computing platforms (e.g., AWS, GCP) or big data technologies (e.g., Spark).
• An interest in deep learning frameworks (e.g., TensorFlow, PyTorch).
• Progress towards the CFA or FRM designation is a plus.

What We offer

• The opportunity to make a direct and meaningful impact on investment decisions at a leading firm.
• A collaborative, intellectually stimulating environment that encourages continuous learning and innovation.
• Strong mentorship and clear pathways for career progression and professional development.
• Access to extensive datasets and existing quantitative stack.

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!

A rare chance to take a remote-first, equity-backed role where you’ll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management / IFA space.

Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager

Location - Remote, UK  - Flex Start / Finish times

Salary 70 - 80K (flex) + Bonus + Health + EMI + 25 days+ 5% Pension + 25 Days

We’re looking for a Senior Project Manager to run flagship programmes, engage at board level, and help shape delivery models as we scale.

What you’ll need:

• Experience delivering CRM or tech-enabled transformation projects

• Strong consulting or WM change background (Big 4, boutique, Vendor or FS change programmes in house)

• Expertise managing functional change and data migration workstreams

• Excellent stakeholder engagement and vendor management skills

What’s on offer: Remote working, equity options, competitive package, and the opportunity to influence how modern wealth firms transform.

Great opportunity to join rapidly growing forward think consultancy.

Interested? Please send a cv for a swift response

A rare chance to take a remote-first, equity-backed role where you’ll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management / IFA space.

Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager

Location - Remote, UK  - Flex Start / Finish times

Salary 70 - 80K (flex) + Bonus + Health + EMI + 25 days+ 5% Pension + 25 Days

We’re looking for a Senior Project Manager to run flagship programmes, engage at board level, and help shape delivery models as we scale.

What you’ll need:

• Experience delivering CRM or tech-enabled transformation projects

• Strong consulting or WM change background (Big 4, boutique, Vendor or FS change programmes in house)

• Expertise managing functional change and data migration workstreams

• Excellent stakeholder engagement and vendor management skills

What’s on offer: Remote working, equity options, competitive package, and the opportunity to influence how modern wealth firms transform.

Great opportunity to join rapidly growing forward think consultancy.

Interested? Please send a cv for a swift response

Are you a recent graduate looking to kickstart your career in financial services?

We're hiring for an exciting graduate-level role based in Cental London, offering a 27,000 starting salary and the chance to join a dynamic, people-focused financial services team.

This is a fantastic opportunity to gain hands-on experience, receive full training, and grow your career in a supportive and fast-paced environment.

• Supporting customers with a range of financial queries and solutions
• Handling communications across phone, email, and live chat
• Working as part of a collaborative and high-performing team
• Learning about industry processes, regulations, and customer care
• Using modern tools and platforms to deliver excellent service

• A recent graduate (finance related degrees considered)

• Strong communication and interpersonal skills

• A problem-solving mindset and willingness to learn

• Team player with a professional attitude

• Full training and clear progression opportunities

• Hybrid working options after initial training

• Supportive, growth-oriented environment

If you're looking for a role where you can build your skills, grow quickly, and make an impact in the financial services sector, this could be your ideal next step.

Apply now to find out more and take the first step in your financial services career.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

An exciting opportunity has arisen for a Marketing Executive  with 3 years of experience to join a well-established private equity firm focusing on growth-stage companies that use technology to tackle social and environmental challenges.

As a Marketing Executive , you will be responsible for supporting marketing campaigns, digital content, and events to enhance the organisation’s profile.

This is a 6-month contract based role working 4 days in office,1 day hybrid, a salary of £45,000 and benefits.

You will be responsible for:

• Managing and updating the corporate website via content management systems.
• Creating and scheduling engaging social media campaigns.
• Designing marketing materials, including presentations, email communications, and visual assets.
• Producing marketing content, including newsletters, email campaigns, and awards submissions.
• Reviewing and refining corporate documents to ensure consistent branding.
• Assisting with event coordination, liaising with venues, suppliers, and attendees.
• Collaborating with internal teams and external partners to deliver marketing initiatives.

What we are looking for

• Previously worked as a Marketing Executive, Digital Marketing Executive, Marketing Specialist, Marketing Coordinator, Marketing Manager, Marketing and Events Executive, Digital Marketing Specialist, Events and Marketing Executive or in a similar role.
• At least 3 years of experience in a marketing role within financial services.
• Strong written communication, editing skills, and attention to detail.
• Highly skilled in content management systems and social media platforms.
• Experience using Canva and/or Adobe Creative Suite is advantageous.

This is a fantastic opportunity for a Marketing Executive to contribute to a leading organisation’s marketing activities.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Are you a recent graduate looking to kickstart your career in financial services?

We're hiring for an exciting graduate-level role based in Cental London, offering a 27,000 starting salary and the chance to join a dynamic, people-focused financial services team.

This is a fantastic opportunity to gain hands-on experience, receive full training, and grow your career in a supportive and fast-paced environment.

• Supporting customers with a range of financial queries and solutions
• Handling communications across phone, email, and live chat
• Working as part of a collaborative and high-performing team
• Learning about industry processes, regulations, and customer care
• Using modern tools and platforms to deliver excellent service

• A recent graduate (finance related degrees considered)

• Strong communication and interpersonal skills

• A problem-solving mindset and willingness to learn

• Team player with a professional attitude

• Full training and clear progression opportunities

• Hybrid working options after initial training

• Supportive, growth-oriented environment

If you're looking for a role where you can build your skills, grow quickly, and make an impact in the financial services sector, this could be your ideal next step.

Apply now to find out more and take the first step in your financial services career.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

Are you a recent graduate looking to kickstart your career in financial services?

We're hiring for an exciting graduate-level role based in Dartford, offering a 30,000 starting salary and the chance to join a dynamic, people-focused financial services team.

This is a fantastic opportunity to gain hands-on experience, receive full training, and grow your career in a supportive and fast-paced environment.

• Supporting customers with a range of financial queries and solutions
• Handling communications across phone, email, and live chat
• Working as part of a collaborative and high-performing team
• Learning about industry processes, regulations, and customer care
• Using modern tools and platforms to deliver excellent service

• A recent graduate (finance related degrees considered)

• Strong communication and interpersonal skills

• A problem-solving mindset and willingness to learn

• Team player with a professional attitude

• Full training and clear progression opportunities

• Hybrid working options after initial training

• Supportive, growth-oriented environment

If you're looking for a role where you can build your skills, grow quickly, and make an impact in the financial services sector, this could be your ideal next step.

Apply now to find out more and take the first step in your financial services career.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

An exciting opportunity has arisen for a Marketing Executive  with 3 years of experience to join a well-established private equity firm focusing on growth-stage companies that use technology to tackle social and environmental challenges.

As a Marketing Executive , you will be responsible for supporting marketing campaigns, digital content, and events to enhance the organisation’s profile.

This is a 6-month contract based role working 4 days in office,1 day hybrid, a salary of £45,000 and benefits.

You will be responsible for:

• Managing and updating the corporate website via content management systems.
• Creating and scheduling engaging social media campaigns.
• Designing marketing materials, including presentations, email communications, and visual assets.
• Producing marketing content, including newsletters, email campaigns, and awards submissions.
• Reviewing and refining corporate documents to ensure consistent branding.
• Assisting with event coordination, liaising with venues, suppliers, and attendees.
• Collaborating with internal teams and external partners to deliver marketing initiatives.

What we are looking for

• Previously worked as a Marketing Executive, Digital Marketing Executive, Marketing Specialist, Marketing Coordinator, Marketing Manager, Marketing and Events Executive, Digital Marketing Specialist, Events and Marketing Executive or in a similar role.
• At least 3 years of experience in a marketing role within financial services.
• Strong written communication, editing skills, and attention to detail.
• Highly skilled in content management systems and social media platforms.
• Experience using Canva and/or Adobe Creative Suite is advantageous.

This is a fantastic opportunity for a Marketing Executive to contribute to a leading organisation’s marketing activities.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.