491 Management Associate 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.

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.

The Opportunity:

The Fisher Investments Europe Identity and Access Management Associate provides operational support to Fisher Investments Identity and Access Management team through the processing of staffing events, request fulfilment and the setup of organisational data in the team's toolset. You will be supporting the entire Fisher Investments organisation through the completion of these activities. You will be reporting to the Identity and Access Management Team Leader.

The Day-to-Day:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Overseeing assigned operational tasks to completion
• Identifying, creating and developing documentation for group
• Supporting the growth of the business through various projects
• Following group/firm policies and procedures
• Identifying potential process improvements and recommending solutions
• Identifying elevations and routes appropriately
• Responsible for properly handling sensitive and/or confidential information assets

Additional responsibilities may include:

• Coordinating with teams in Technology and the Business Units as an IAM representative and complete work items in the required timeline
• Representing Firm risk to Technology and the Business Units

Your Qualifications:

• 1 to 3 years of experience in IAM or IT field
• University degree would be preferred in addition to the relevant experience
• High level of attention to detail
• Ability to adapt to changes in a fast paced, team environment
• Excellent communication skills
• Ability to work in a collaborative team environment
• Ability to prioritize workload and manage time across various tasks

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity:

The Fisher Investments Europe Identity and Access Management Associate provides operational support to Fisher Investments Identity and Access Management team through the processing of staffing events, request fulfilment and the setup of organisational data in the team's toolset. You will be supporting the entire Fisher Investments organisation through the completion of these activities. You will be reporting to the Identity and Access Management Team Leader.

The Day-to-Day:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Overseeing assigned operational tasks to completion
• Identifying, creating and developing documentation for group
• Supporting the growth of the business through various projects
• Following group/firm policies and procedures
• Identifying potential process improvements and recommending solutions
• Identifying elevations and routes appropriately
• Responsible for properly handling sensitive and/or confidential information assets

Additional responsibilities may include:

• Coordinating with teams in Technology and the Business Units as an IAM representative and complete work items in the required timeline
• Representing Firm risk to Technology and the Business Units

Your Qualifications:

• 1 to 3 years of experience in IAM or IT field
• University degree would be preferred in addition to the relevant experience
• High level of attention to detail
• Ability to adapt to changes in a fast paced, team environment
• Excellent communication skills
• Ability to work in a collaborative team environment
• Ability to prioritize workload and manage time across various tasks

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

deVere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We’re Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins with two months in Malta , immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office worldwide to continue and complete your training and development.

Opportunities are limited. If you’re serious about launching a global career, apply today for more details!

deVere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We’re Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins with two months in Malta , immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office worldwide to continue and complete your training and development.

Opportunities are limited. If you’re serious about launching a global career, apply today for more details!

deVere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We’re Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins with two months in Malta , immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office worldwide to continue and complete your training and development.

Opportunities are limited. If you’re serious about launching a global career, apply today for more details!

deVere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We’re Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins with two months in Malta , immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office worldwide to continue and complete your training and development.

Opportunities are limited. If you’re serious about launching a global career, apply today for more details!