193 Wealth Management jobs in the United Kingdom

Complaints Manager – Wealth Management

Location: West Midlands 3 x a week

Type: Full-time, Permanent

An established and highly respected independent wealth management business is on the lookout for an exceptional Complaints Manager to join their growing team. This is an exciting opportunity to lead a high-performing complaints function, working closely with financial advisers to ensure outstanding outcomes for clients across the UK.

In this pivotal managerial role, you’ll be the driving force behind operational excellence – managing a dedicated team, refining internal processes, and championing a culture of continuous improvement and client-first service.

What you’ll be doing:

• Leading and developing the Complaints Team, ensuring high standards of service and performance
• Managing all aspects of the complaints process, from initial receipt through to resolution and remediation
• Overseeing breach and complaint systems, ensuring regulatory compliance and operational efficiency
• Creating and implementing strategies to improve workflow, productivity, and client experience
• Collaborating with internal stakeholders, including advisers and compliance teams, to uphold client protection standards
• Producing, analysing, and acting on meaningful MI to drive decision-making and service delivery

What you’ll bring:

• Strong operational management experience, ideally within financial services or a regulated industry
• A track record of line management and coaching teams for performance and development
• Significant experience handling client complaints and feedback processes with professionalism and care
• Knowledge of FCA regulations and the client protections afforded in financial advice services
• Clear and confident communication skills, both written and verbal
• A mindset of ownership, adaptability, and a genuine commitment to delivering exceptional client outcomes

Why join?

You’ll be part of a business that truly values its people and places integrity at the heart of its operations. You’ll enjoy the flexibility of hybrid working , a supportive and collaborative culture , and a comprehensive benefits package , all while making a meaningful difference in clients' financial journeys.

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.

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.

Client Services Executive - Wealth Management

A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.

Key Responsibilities as our Client Services Executive will include:

• Client Liaison & Servicing – Acting as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
• Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
• Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
• Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of

The Company:

Our client is a highly successful and expanding Investment Management firm, widely recognised with an excellent reputation.

The Role:

The Client Fees Analyst role is to implement and oversee a new client Fees Management process for this Investment Management Firm based in Edinburgh.

The Client Fees Analyst will have a full understanding of the data the Investment Management firm uses in the course of its daily business activities in relation to client fees, the key objective being to ensure the client data is accurate, to maintain client fee data integrity and charge clients the appropriate fees.

The Client Fees Analyst must be a self-starter with extensive knowledge of data management, end-to-end trade processing and double entry book-keeping. This will include ongoing monitoring, exception and MI reporting. The position requires an inquisitive approach to understand all aspects of fees management.

The Client Fees Analyst will require a close co-operation with Investment Management Front Office, Finance, Custody Control as well as the

The Company

Our client is a respected Wealth Management company that invests on behalf of private clients.

The Role

This is an excellent opportunity for a motivated Senior Client Services Executive to join an established Wealth Management team.

The Senior Client Services Executive will take responsibility for assisting the firm’s investment management team, in various aspects of the wealth management client service, including client on-boarding, production of investment reports, private client meeting preparations and managing client data.

The primary focus of the role is to support the investment management team, including diary management, client reporting and quarterly valuations.

Liaising directly with private clients and intermediaries to take instructions on portfolio changes – third party payments and movement of funds.

The Senior Client Services Executive will work with compliance ensuring that all actions by portfolio managers and administration are carried out within the guidelines and are compliant and all private client documentation is correctly prepared and filed.

The Senior Client Services Executive is to handle diary management, travel arrangements and deal with private client queries and telephone calls, taking full messages and preparing the necessary notes for the private client file / CRM record.

The Candidate

At least 2-5 years minimum Wealth Management support, or Private Client Administration or Investment Management / Private banking support experience.

Wealth Management administration background.

Strong IT skills with excellent attention to detail

IT literate, including proficient in Excel, Word and PowerPoint

Ability to work under pressure and to meet deadlines

The Company

Our client is a respected Wealth Management company that invests on behalf of private clients.

The Role

This is an excellent opportunity for a motivated Senior Client Services Executive to join an established Wealth Management team.

The Senior Client Services Executive will take responsibility for assisting the firm’s investment management team, in various aspects of the wealth management client service, including client on-boarding, production of investment reports, private client meeting preparations and managing client data.

The primary focus of the role is to support the investment management team, including diary management, client reporting and quarterly valuations.

Liaising directly with private clients and intermediaries to take instructions on portfolio changes – third party payments and movement of funds.

The Senior Client Services Executive will work with compliance ensuring that all actions by portfolio managers and administration are carried out within the guidelines and are compliant and all private client documentation is correctly prepared and filed.

The Senior Client Services Executive is to handle diary management, travel arrangements and deal with private client queries and telephone calls, taking full messages and preparing the necessary notes for the private client file / CRM record.

The Candidate

At least 2-5 years minimum Wealth Management support, or Private Client Administration or Investment Management / Private banking support experience.

Wealth Management administration background.

Strong IT skills with excellent attention to detail

IT literate, including proficient in Excel, Word and PowerPoint

Ability to work under pressure and to meet deadlines