230 Investment Advisor jobs in the United Kingdom

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

Looking for a Financial Controller to join the team within an Investment Management firm, supporting the wider finance function, investment team and the MD.

Responsibilities:

• Coordinate and supervise the accounting processes and, working in partnership with the external SPV administrators and accounting firms, produce accurate and timely information, in particular focusing on:
• Quarterly accounts and investor reporting;
• Transaction and deal support.
• Monitor and review transactions including capital calls, distribution calculations and notices;
• Review management fee and carry calculations;
• Assist with forecasting of liquidity requirements for SPV entities;
• Ensure robust controls around cash movements from SPVs, including working with the asset manager/ property manager to correctly monitor and report cashflows in relation to underlying properties;
• Maintain, establish and implement financial and information reporting systems and comply with reporting frameworks (e.g., IFRS, FRS102) and other relevant legislation.
• Develop an understanding of investment holding structures and ensure these are maintained correctly.
• Work with SPV administrators, accounting firms and auditors for a successful and timely completion of the annual audits by providing support to the external auditors throughout the audit process and carrying out a thorough review of the financial statements for all SPVs.
• Work with the SPV administrators to ensure investors receive timely financial information and reporting.
• Work alongside the Asset Manager/ property manager in relation to financial and compliance matters Management Company group entities
• Supervise and coordinate the external accounting firms in the preparation of the quarterly management accounts, budgets, cash flow forecasts, corporation tax and VAT returns.

Qualifications:

• Bachelor’s or Master’s degree from a top University, ideally Mathematics, Sciences, Engineering, Economics or related disciplines
• 0-2 years PQE working for an investment manager and/or advisory firm, with some of this likely spent in real estate.
• Qualified ACA/ ACCA/ CA

Looking for a Financial Controller to join the team within an Investment Management firm, supporting the wider finance function, investment team and the MD.

Responsibilities:

• Coordinate and supervise the accounting processes and, working in partnership with the external SPV administrators and accounting firms, produce accurate and timely information, in particular focusing on:
• Quarterly accounts and investor reporting;
• Transaction and deal support.
• Monitor and review transactions including capital calls, distribution calculations and notices;
• Review management fee and carry calculations;
• Assist with forecasting of liquidity requirements for SPV entities;
• Ensure robust controls around cash movements from SPVs, including working with the asset manager/ property manager to correctly monitor and report cashflows in relation to underlying properties;
• Maintain, establish and implement financial and information reporting systems and comply with reporting frameworks (e.g., IFRS, FRS102) and other relevant legislation.
• Develop an understanding of investment holding structures and ensure these are maintained correctly.
• Work with SPV administrators, accounting firms and auditors for a successful and timely completion of the annual audits by providing support to the external auditors throughout the audit process and carrying out a thorough review of the financial statements for all SPVs.
• Work with the SPV administrators to ensure investors receive timely financial information and reporting.
• Work alongside the Asset Manager/ property manager in relation to financial and compliance matters Management Company group entities
• Supervise and coordinate the external accounting firms in the preparation of the quarterly management accounts, budgets, cash flow forecasts, corporation tax and VAT returns.

Qualifications:

• Bachelor’s or Master’s degree from a top University, ideally Mathematics, Sciences, Engineering, Economics or related disciplines
• 0-2 years PQE working for an investment manager and/or advisory firm, with some of this likely spent in real estate.
• Qualified ACA/ ACCA/ CA

Product Delivery Coach (Investment Management)

Duration: 12 months contract

Pay: £505/day (PAYE) to £605/day (umbrella)

Location: London (4 days in the office)

Investment Management client requires two Product Delivery Coaches to elevate their product delivery practices across the enterprise. This role is focused on hands-on product coaching: driving day-to-day coaching and facilitation within product pods and groups, shaping onboarding and training programs, and enabling enterprise-level alignment across strategy and delivery.

The SVP will be aligned to specific platforms and geographies, ensuring delivery practices are consistent, meeting best practices and are client focused. They will also support an outcome-driven, product-led organization.

Key Responsibilities

• Serve as a trusted coach for product pods and groups, providing hands-on support in product management delivery practices, and cross-platform collaboration.
• Facilitate retrospectives, sprint reviews, backlog refinements, and other activities that support PO and PMs in PODs and Groups, embedding best practices tailored to a product-led development model.
• Review and refine user stories, initiatives, epics, and requirements to ensure clarity, traceability, and compliance with regulatory, risk, and audit standards.
• Act as a connector across pods, resolving platform-related product questions and aligning initiatives across client, product, and geographic dimensions.
• Partner with product and technology leadership to enable timely, client-centered delivery while balancing regulatory discipline and business priorities.
• Drive adoption of outcome-based roadmaps, OKRs, and product success measures to move teams beyond outputs toward measurable impact.
• Support in efforts to evolve team from project-based to empowered product models, fostering a strong product mindset across the organization.
• Support Product Practice through onboarding programs and ongoing training support that reinforce product delivery standards, regulatory awareness, and cross-pod collaboration.
• Guide product teams to ensure balance between innovation, speed, and regulatory obligations.

Qualifications & Experience

• 5–9 years of product management, delivery, or product coaching experience
• Proven expertise in agile product delivery, backlog management, and cross-functional product coaching, ideally supported by work with organizations like General Assembly, Product School, or similar and in the financial services or fintech environments.
• Familiarity with financial services products, platforms, and client segments
• Demonstrated ability to connect across pods, platforms, and geographies, ensuring alignment in complex organizations.

Business Analyst – Investment Management & Custody

Location: London (Hybrid)

About Albany Beck

Albany Beck are a Management Consultancy focused on providing specialist talent and transformative solutions to Financial Services clients. We combine subject matter expertise with innovative delivery models that help clients scale efficiently, while offering meaningful, long-term career opportunities to our people. At Albany Beck, you’ll be choosing to work with an organisation that’s passionate about your learning journey and committed to your professional career and personal development.

Role Overview

We are seeking an experienced Business Analyst to join our Change & Transformation Practice, We are seeking an experienced Business Analyst for an immediate deployment onsite with one of our leading Wealth Management clients. The ideal candidate will have strong core BA skills, with proven experience in delivering large-scale change programmes. While Wealth Management experience is highly advantageous, it is not essential. Strong Investment Management and/or Custody knowledge is required

Key Responsibilities

• Gather, analyse, and document business requirements from stakeholders across multiple workstreams.
• Translate business needs into clear and actionable functional and non-functional requirements.
• Support solution design to ensure alignment with strategic objectives.
• Map and analyse current vs target processes, identifying opportunities for operational efficiency.
• Work closely with technology teams to ensure effective delivery of solutions.
• Support testing phases, validating requirements and triaging defects.
• Contribute to governance processes, reporting progress to senior stakeholders.
• Operate effectively in a fast-paced, client-facing environment.

Key Skills & Experience

• Proven track record as a Business Analyst, ideally within financial services.
• Strong knowledge of investment management and/or custody operations.
• Wealth management experience is highly desirable but not essential.
• Strong payments knowledge and experience in end-to-end transaction flows.
• Experience on large-scale transformation programmes, ideally involving core platform migration.
• Exposure to Avaloq implementation projects is highly advantageous.
• Excellent stakeholder management and communication skills.
• Proficiency in process mapping and producing high-quality documentation.
• Ability to thrive under pressure and meet tight deadlines.

Product Delivery Coach (Investment Management)

Duration: 12 months contract

Pay: £505/day (PAYE) to £605/day (umbrella)

Location: London (4 days in the office)

Investment Management client requires two Product Delivery Coaches to elevate their product delivery practices across the enterprise. This role is focused on hands-on product coaching: driving day-to-day coaching and facilitation within product pods and groups, shaping onboarding and training programs, and enabling enterprise-level alignment across strategy and delivery.

The SVP will be aligned to specific platforms and geographies, ensuring delivery practices are consistent, meeting best practices and are client focused. They will also support an outcome-driven, product-led organization.

Key Responsibilities

• Serve as a trusted coach for product pods and groups, providing hands-on support in product management delivery practices, and cross-platform collaboration.
• Facilitate retrospectives, sprint reviews, backlog refinements, and other activities that support PO and PMs in PODs and Groups, embedding best practices tailored to a product-led development model.
• Review and refine user stories, initiatives, epics, and requirements to ensure clarity, traceability, and compliance with regulatory, risk, and audit standards.
• Act as a connector across pods, resolving platform-related product questions and aligning initiatives across client, product, and geographic dimensions.
• Partner with product and technology leadership to enable timely, client-centered delivery while balancing regulatory discipline and business priorities.
• Drive adoption of outcome-based roadmaps, OKRs, and product success measures to move teams beyond outputs toward measurable impact.
• Support in efforts to evolve team from project-based to empowered product models, fostering a strong product mindset across the organization.
• Support Product Practice through onboarding programs and ongoing training support that reinforce product delivery standards, regulatory awareness, and cross-pod collaboration.
• Guide product teams to ensure balance between innovation, speed, and regulatory obligations.

Qualifications & Experience

• 5–9 years of product management, delivery, or product coaching experience
• Proven expertise in agile product delivery, backlog management, and cross-functional product coaching, ideally supported by work with organizations like General Assembly, Product School, or similar and in the financial services or fintech environments.
• Familiarity with financial services products, platforms, and client segments
• Demonstrated ability to connect across pods, platforms, and geographies, ensuring alignment in complex organizations.

Business Analyst – Investment Management & Custody

Location: London (Hybrid)

About Albany Beck

Albany Beck are a Management Consultancy focused on providing specialist talent and transformative solutions to Financial Services clients. We combine subject matter expertise with innovative delivery models that help clients scale efficiently, while offering meaningful, long-term career opportunities to our people. At Albany Beck, you’ll be choosing to work with an organisation that’s passionate about your learning journey and committed to your professional career and personal development.

Role Overview

We are seeking an experienced Business Analyst to join our Change & Transformation Practice, We are seeking an experienced Business Analyst for an immediate deployment onsite with one of our leading Wealth Management clients. The ideal candidate will have strong core BA skills, with proven experience in delivering large-scale change programmes. While Wealth Management experience is highly advantageous, it is not essential. Strong Investment Management and/or Custody knowledge is required

Key Responsibilities

• Gather, analyse, and document business requirements from stakeholders across multiple workstreams.
• Translate business needs into clear and actionable functional and non-functional requirements.
• Support solution design to ensure alignment with strategic objectives.
• Map and analyse current vs target processes, identifying opportunities for operational efficiency.
• Work closely with technology teams to ensure effective delivery of solutions.
• Support testing phases, validating requirements and triaging defects.
• Contribute to governance processes, reporting progress to senior stakeholders.
• Operate effectively in a fast-paced, client-facing environment.

Key Skills & Experience

• Proven track record as a Business Analyst, ideally within financial services.
• Strong knowledge of investment management and/or custody operations.
• Wealth management experience is highly desirable but not essential.
• Strong payments knowledge and experience in end-to-end transaction flows.
• Experience on large-scale transformation programmes, ideally involving core platform migration.
• Exposure to Avaloq implementation projects is highly advantageous.
• Excellent stakeholder management and communication skills.
• Proficiency in process mapping and producing high-quality documentation.
• Ability to thrive under pressure and meet tight deadlines.

• Advise business areas on recommended control improvement actions.
• Provide investment risk and compliance consultancy to key stakeholders
• Lead on second line engagement change initiatives.
• Support the Head of Risk and Compliance in the development and delivery of the Compliance Plan.
• Review daily risk measurement checks (e.g. Derivative exposures; fund compliance with VaR limits, VaR back-testing overshoots and Liquidity thresholds)
• Act as the risk and compliance contact for error and breach identification, resolution, trend analysis and escalation.
• Liaise with the Depositary to complete regulatory and best practice obligations.