114 Wealth Management jobs in the United Kingdom
Administrator - Wealth Management
Posted 1 day ago
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Job Description
The role will assist with submitting all new busin.
WHJS1_UKTJ
Investment Administrator , Client Services , Wealth Management
Posted 5 days ago
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Job Description
Our Client
An established and widely known Wealth Management firm servicing Investment Management needs toHigh-Net-Worth Clients.
The Role
This is a fantastic opportunity for a driven and efficient Investment Administrator to provide first class administrative support to Investment Managers in the Newcastle office.
Keeping up with daily Investment Management administration tasks with the ongoing moni.
WHJS1_UKTJ
Programme Manager - Wealth Management - Inside IR35
Posted 6 days ago
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Job Description
Inside IR35, Programme Manager, Wealth Management , Axelos MSP , Building and Launching Commercial platforms, Agile, APM Programme, Project Delivery, Programme Communication, Requirements and Solutions, Transformation
My leading wealth management client is looking for a Programme Manager to work on assisting the business in the building and launching of commercial platforms across the group. You must have a proven background in the Wealth sector and also combine this with the commercial experience to be in consideration (ideally with Axelos MSP/APM experience)
Key areas
- Proven background in the delivery of Wealth Management platforms
- Ability to deliver assigned programmes in accordance with the programme lifecycle and risk management process, ensuring decisions are made according to agreed principles
- Excellent Stakeholder Management : Through programme delivery, build and maintain effective stakeholder and external technology suppliers / partners relationships at senior levels.
- Provide control, planning, direction, oversight, monitoring and reporting of the assigned programme and all projects or workstreams within the assigned programme.
- Identify, mitigate and communicate risks and issues that have the potential to impact the programme or the business.
- Support the Head of Delivery by providing regular communication and information to enable effective decision making.
- Carry out line management of associated change delivery staff.
- Work closely with the Transformation Office and Head of Delivery to enable them to maintain an accurate plan of the Change Programme and identify and monitor required resource and financials.
If you hit the criteria for the role - please send me your profile for review.
Programme Manager - Wealth Management - Inside IR35
Posted 23 days ago
Job Viewed
Job Description
Inside IR35, Programme Manager, Wealth Management , Axelos MSP , Building and Launching Commercial platforms, Agile, APM Programme, Project Delivery, Programme Communication, Requirements and Solutions, Transformation
My leading wealth management client is looking for a Programme Manager to work on assisting the business in the building and launching of commercial platforms across the group. You must have a proven background in the Wealth sector and also combine this with the commercial experience to be in consideration (ideally with Axelos MSP/APM experience)
Key areas
- Proven background in the delivery of Wealth Management platforms
- Ability to deliver assigned programmes in accordance with the programme lifecycle and risk management process, ensuring decisions are made according to agreed principles
- Excellent Stakeholder Management : Through programme delivery, build and maintain effective stakeholder and external technology suppliers / partners relationships at senior levels.
- Provide control, planning, direction, oversight, monitoring and reporting of the assigned programme and all projects or workstreams within the assigned programme.
- Identify, mitigate and communicate risks and issues that have the potential to impact the programme or the business.
- Support the Head of Delivery by providing regular communication and information to enable effective decision making.
- Carry out line management of associated change delivery staff.
- Work closely with the Transformation Office and Head of Delivery to enable them to maintain an accurate plan of the Change Programme and identify and monitor required resource and financials.
If you hit the criteria for the role - please send me your profile for review.
Tax Reporting Assistant , Private Client Tax , Wealth Management
Posted 5 days ago
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Job Description
The Company
A highly regarded boutique Investment Management Company
The Role
This is a fantastic opportunity for a Tax Assistant to take responsibility in supporting the Tax Reporting Manager in a variety of tax reporting administrative and data collection tasks.
The Tax Assistant will help with the management of the tax reporting inbox, ensuring all queries are dealt with efficiently. Assisting with.
WHJS1_UKTJ
Property Portfolio Management
Posted today
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Job Description
**London (Hybrid)**
**Workplace Services Team**
Pearson's Workplace team are responsible for ensuring that our real estate portfolio and associated services are effectively managed to enable our people to do their best work in healthy and productive environments.
The Portfolio Manager is a critical member of the central Workplace team ensuring Pearson professionally and efficiently manage real estate acquisitions and disposals in collaboration with our third-party brokers and regional Workplace colleagues.
The Portfolio Manager is responsible for identifying and driving value through the design and implementation of real estate asset strategies across the portfolio (approx. 80 buildings globally). The wider portfolio currently comprises c.1,000 leasehold and freehold assets (including corporate offices, warehouses, schools, testing centres, and other real estate assets that support the business), located in c.70 countries across the Americas, EMEA, India, China, and APAC. The primary scope of the role is oversight of the corporate portfolio, but advisory and support is also expected in relation to Pearson's direct delivery/retail business.
**Principal Accountabilities**
The Portfolio Manager will work with Pearson's third-party brokers, regional Workplace colleagues and enabling functions (including finance, legal, risk, and sustainability) to monitor, track and manage real estate acquisitions and disposals in line with our strategy.
The Transactions Portfolio Manager's role will cover:
+ Transaction Management. The Portfolio Manager shall be accountable for ensuring that the commercials agreements and legal documents associated with transactions are appropriately reviewed (by internal and external key stakeholders) and negotiated, working with the real estate legal lead to ensure documents are approved, and stored correctly.
+ Business Case Development. The Portfolio Manager shall be responsible for overseeing all business cases supporting acquisitions and disposals, working closely with finance and regional Workplace leads.
+ Broker Engagement. The Portfolio Manager shall be accountable for managing the relationship with our real estate brokers working with regional colleagues to ensure that we maximise value for the organisation. The Transactions Portfolio Manager shall be accountable for ensuring that Pearson maximises the value from its associated spend.
+ Portfolio Benchmarking. Understand performance of the property portfolio, maintaining up-to-date knowledge of key trends and international market drivers.
+ Processes & Ways of Working. The Portfolio Manager shall be responsible for defining standards, templates and processes to support real estate portfolio management ensuring that business cases and associated documentation is standardised across the function.
+ Governance. The Portfolio Manager will be accountable for ensuring the 3 rd party TM and brokers are fully compliant with the MSA and that all fees, rebates, etc are correctly administered and accounted for. In addition, and working with the central team, the Portfolio Manager will establish appropriate QBR's and meetings to regularly review the performance of the contract and undertake KPI scoring etc.
+ Market Assessments. In conjunction with Pearson's brokers the Portfolio Manager shall be accountable for ensuring that market options and location strategy are considered in a timely manner to inform business cases and that the relevant stakeholders (including health and safety, risk and legal) are brought in to assure such decisions.
+ Mergers & Acquisitions. The Portfolio Manager shall support corporate acquisition and divestment activity to ensure a thorough understanding of the strategy for any real estate assets associated with any such transaction.
**Qualifications & Experience**
+ Minimum 5 years directly relevant experience in equivalent roles
+ Bachelor's degree or equivalent
+ Relevant professional real estate qualification e.g. MRICS favoured
+ Highly analytical with strong financial modelling skills incl DCF, NPV analysis, asset valuation principles and knowledge of accounting for leases
+ Active interest in and knowledge of current trends and conditions in the global real estate markets
+ Highly organised with experience of managing and prioritising a diverse portfolio
+ Strong communication and relationship building skills with the ability to effectively influence at all levels - both internally and externally
+ Evidence of managing global suppliers and driving performance
+ Strong financial, contractual and operational acumen
+ Excellent written and oral presentation skills including proficiency in relevant PC skills (Microsoft Office, Excel, Project Management tools etc)
+ Proactive, outcome focused and accountable
1173755
**Job:** Operations
**Job Family:** ENTERPRISE
**Organization:** Corporate Finance
**Schedule:** FULL_TIME
**Workplace Type:**
**Req ID:** 20284
Demand & Portfolio Management Leader
Posted today
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Job Description
Demand & Portfolio Management Leader
Location:
Preston; Lancashire. We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role.
Salary:
Circa £70,000 depending on experience + executive benefits
What you'll be doing:
Lead all aspects of Demand Management within the Demand and Capacity Management FunctionnOversee accurate and timely production of management information and dashboardsnLead integration with Group Information Management and Technology leads to ensure visibility of all functional roadmapsnFacilitate project demand prioritisation across Sectors and Functions, aligning with Group prioritiesnBuild and maintain relationships with senior stakeholders and suppliers to ensure governance and shared understanding of demandnSet strategic direction and develop the Demand Management capabilitynMaintain and improve the Demand Operational Framework and related processesnProduce clear analysis and reporting to provide visibility of the demand pipeline and support Integrated Business PlanningnAct as lead contact for Group and Sector Information Management and Technology teams to manage incoming demandnManage direct reports within a growing teamnYour skills and experiences:
Essential
Experience in Demand ManagementnProven ability to develop and maintain operational processes and quality standardsnDemonstrated leadership with responsibility for managing and developing teamsnEffective communication and stakeholder management skills with the ability to work with senior leaders and diverse, demanding groupsnExperience in data analysis and producing management reports to support decision-makingnDesirable
Understanding of ITIL and how changes are managed in IT services or service deliverynAPM Project Management QualificationnBenefits:
As well as a competitive pension scheme, BAE Systems also offers employee share plans, an extensive range of flexible discounted health, wellbeing and lifestyle benefits, including a green car scheme, private health plans and shopping discounts - you may also be eligible for an annual incentive.
The Demand and Capacity Management Team:
This is a newly created role within the Demand and Capacity Management Team - offering a unique opportunity to make your mark from day one. The team is responsible for managing how Enterprise Information Technology captures, assesses and prioritises demand across multiple business units, ensuring resources and capacity are aligned to deliver effectively. With core processes and tools already in place, this role gives you the chance to bring fresh ideas and new ways of thinking to an evolving capability. You'll work with a wide range of stakeholders and play a key role in shaping how demand is governed in a growing and high-impact area of the business
Why BAE Systems?
This is a place where you'll be able to make a real difference. You'll be part of an inclusive culture that values diversity of thought, rewards integrity, and merit, and where you'll be empowered to fulfil your potential. We welcome people from all backgrounds and want to make sure that our recruitment processes are as inclusive as possible. If you have a disability or health condition (for example dyslexia, autism, an anxiety disorder etc.) that may affect your performance in certain assessment types, please speak to your recruiter about potential reasonable adjustments.
Please be aware that many roles at BAE Systems are subject to both security and export control restrictions. These restrictions mean that factors such as your nationality, any nationalities you may have previously held, and your place of birth can restrict the roles you are eligible to perform within the organisation. All applicants must as a minimum achieve Baseline Personnel Security Standard. Many roles also require higher levels of National Security Vetting where applicants must typically have 5 to 10 years of continuous residency in the UK depending on the vetting level required for the role, to allow for meaningful security vetting checks.
Closing Date:
29th July 2025
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
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Software Engineer - Portfolio Management - Edinburgh
Posted 5 days ago
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A bit about us
Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.
We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.
As a member of the Avaloq development team, you will be part of a group of highly skilled, motivated and dynamic people that are responsible for a central part of the Avaloq Banking Suite. You will design, implement, maintain and test innovative software solutions to meet the client's needs. You will be working in an environment where formal and on-the-job training is a priority, and you will learn a lot. The Avaloq Banking Suite is one of the largest PL/SQL applications in the world. It is safe to say that your co-workers are among, if not the most knowledgeable Oracle specialists in the world. Development takes place in our integrated development environment - a customized Eclipse platform, which is tightly integrated with a build automation and delivery system, allowing a standardized and automated process to be followed.
This position is open for mid to senior-level developers for the Portfolio Management and Rebalancing Team. Your role will be to handle maintenance and new developments for existing clients but also new one’s. Potentially participating in the implementation of new projects
Your key tasks:
- Develop and implement new features based on internal and external requirements
- Understand the Avaloq Core Banking Platform and the corresponding business areas
- Perform maintenance work such as: root cause analysis, bug fixing, code optimizations
- Provide technical assistance for customers or business analysts
- Robust proven track record of working within a similar role ideally within banking or fintech.
- Well-honed PL/SQL or similar development skills
- Openness to new learnings, must be willing to undergo trainings to become Avaloq Certified Customization Professional (ACCP)
It would be a real bonus if you have:
- Candidate must have Associate/ Bachelor's Degree in Computer Science, Engineering or equivalent
- Additional programming languages
We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices.
In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self.
We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way.
Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.
AVP - Structured Finance Portfolio Management
Posted 6 days ago
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Job Description
AVP - Structured Finance Portfolio Management
Assisting Relationship managers with new lending execution and credit, ongoing Portfolio monitoring for the Structured Finance (PF/Acquisition) lending portfolio.
Client Details
City of London based Global Corporate Bank
Description
AVP - Structured Finance Portfolio Management
Assisting Relationship Managers with credit proposals and handling tasks across the transaction lifecycle, including due diligence, credit rating assessments, KYC processing, documentation, and internal system entries.
Monitoring ongoing performance of loans in the structured finance book. This involves tracking project milestones, conducting quarterly and annual reviews, covenant checks, processing waiver requests, and managing post-disbursement obligations.
Supporting the bank in managing a diverse and evolving portfolio that includes project finance, M&A transactions, structured finance, and real asset-backed lending. This includes coordination with risk, legal, compliance, operations, and other relevant teams for pre- and post-funding processes.
Staying informed of market developments in global business, with particular focus on the UK and international infrastructure and M&A sectors.
Profile
Financial Services
At least 3 years of relevant experience in banking or a related industry.
Solid knowledge of infrastructure, project finance, M&A, and real estate markets, with specific familiarity in sectors such as energy, property, oil & gas, and renewables (open to candidates with more general Corporate Banking experience)
Strong grasp of complex financing structures and familiarity with loan documentation.
Technically proficient with strong computer and analytical skills.
Job Offer
AVP - Structured Finance Portfolio Management
Leading International Corporate and Investment Bank with vast client base
High deal flow, growing team with excellent progression
AVP - Structured Finance Portfolio Management
Posted 23 days ago
Job Viewed
Job Description
AVP - Structured Finance Portfolio Management
Assisting Relationship managers with new lending execution and credit, ongoing Portfolio monitoring for the Structured Finance (PF/Acquisition) lending portfolio.
Client Details
City of London based Global Corporate Bank
Description
AVP - Structured Finance Portfolio Management
Assisting Relationship Managers with credit proposals and handling tasks across the transaction lifecycle, including due diligence, credit rating assessments, KYC processing, documentation, and internal system entries.
Monitoring ongoing performance of loans in the structured finance book. This involves tracking project milestones, conducting quarterly and annual reviews, covenant checks, processing waiver requests, and managing post-disbursement obligations.
Supporting the bank in managing a diverse and evolving portfolio that includes project finance, M&A transactions, structured finance, and real asset-backed lending. This includes coordination with risk, legal, compliance, operations, and other relevant teams for pre- and post-funding processes.
Staying informed of market developments in global business, with particular focus on the UK and international infrastructure and M&A sectors.
Profile
Financial Services
At least 3 years of relevant experience in banking or a related industry.
Solid knowledge of infrastructure, project finance, M&A, and real estate markets, with specific familiarity in sectors such as energy, property, oil & gas, and renewables (open to candidates with more general Corporate Banking experience)
Strong grasp of complex financing structures and familiarity with loan documentation.
Technically proficient with strong computer and analytical skills.
Job Offer
AVP - Structured Finance Portfolio Management
Leading International Corporate and Investment Bank with vast client base
High deal flow, growing team with excellent progression