1,343 Financial Services Firms jobs in the United Kingdom

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.

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.

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.

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.

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.