38 Wealth Management Firms jobs in London
Vice President Portfolio Management
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Head of Portfolio Management - Actuarial
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Vice President / Associate, Portfolio Management - Index
Posted 15 days ago
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**Business Unit Overview**
BlackRock Global Markets and Index Investments (BGM) brings together BlackRock's Index Investments, Cash Management, Global Trading, ETF Markets, Securities Lending, and Financing & Financial Resource Management businesses. Together, we provide clients with superior market access and index investment outcomes through:
+ World class talent, operating at the intersection of investment insight, markets expertise, risk management and process design
+ Technology at the heart of our processes, with in-business tech teams that create cutting-edge IP, providing an advantage in quality, scale, and risk control
+ A focus on transforming markets, driving and advocating for more accessible, resilient, and transparent markets to deliver more choice and lower costs for investors
**Your Role and Impact**
We have a superb opportunity for a Portfolio Manager to join our London Index Equity Portfolio Management team. You'll be responsible for all aspects of index equity portfolio management of global equity exposures, including the day-to-day management, risk and performance analysis and business process reengineering. We're looking for individuals who are passionate about making a difference and have the know-how to make it happen - both as Students of the Market as well as Students of Technology!
**Your Responsibilities**
+ Perform daily portfolio management tasks; daily liquidity management, portfolio re-balancing, corporate action analysis, client activity, risk and performance monitoring
+ Performance and risk management
+ Work with our Global Trading teams to navigate rebalances and other large-scale investment events
+ Help establish portfolio management best practices that can be shared globally
+ Build our next generation investment platform
+ Identify and drive operational improvements that lower risk and increase efficiency across the global teams
+ Engage with business partners to provide thought leadership and advice to promote high quality client solutions
+ Support client-facing groups in client reporting and analysis on ad-hoc requests.
+ Contributing positively to our culture and supporting diversity, equity and inclusion
**You Have**
We're looking for individuals, from a variety of backgrounds, who have:
+ A passion for financial markets and technology
+ Knowledge of both equities and the indexing ecosystem
+ ETF knowledge and experience is a plus
+ High levels of self-motivation and a strong work-ethic
+ The desire to make an impact
+ A passion to be constantly learning and developing new skills every single day
**Skills/Qualifications**
The aptitudes we look for in our PMs include:
+ **High attention to detail and accountability** , with robust organisational and project management capabilities.
+ **Ability to work quickly and accurately** in a fast-paced, data-driven environment.
+ **Excellent analytical and problem-solving skills** , with the ability to translate complex technical concepts into actionable insights.
+ **Strong technical proficiency** , including hands-on experience with data tools and programming languages (preferably in Python; familiarity with APIs, automation, and scripting is a plus) and a deep interest in technology solutions related to portfolio management, trading, and data analytics.
+ **Experience in the investment industry or portfolio management (4+ years)** , with a solid understanding of financial instruments and derivatives.
+ **Effective written and verbal communication skills** , including the ability to explain technical topics to non-technical stakeholders.
+ **Collaborative mindset and relationship-building skills** , with a desire to work cross-functionally with engineering, data science, and investment teams.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
Geo Strategist, Europe North & West, Regional Portfolio Management - EMEA

Posted 22 days ago
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Work hard, have fun, make history. That's what we do every day at Amazon. Global Real Estate and Facilities (GREF) in the Europe, Middle East, and Africa (EMEA) region manages an extensive corporate office portfolio encompassing approximately 10 million rentable square feet (RSF) spread over 43 countries, 86 cities, and 139 buildings. Currently, GREF's EMEA operations are organized into nine distinct areas to efficiently serve its diverse customer base, including various business teams, leaders, and vendors who utilize Amazon's corporate offices. Looking ahead to 2025, GREF plans to restructure its services to align more closely with major Amazon organizations such as AWS, Stores, Devices, and FGBS. This strategic realignment will consolidate the existing nine areas into five geographical regions or "Geos," mirroring the operational and reporting structures of Amazon's key business units.
Amazon's GREF team is seeking a Geo Strategist, a leader who will be expected to align real estate strategy to business needs in partnership with key GREF Stakeholders and maintain a customer centric approach. The role will partner with all Amazon teams and functions such as PP, PR, TRAD (Talent Research & Development), along with internal GREF teams, such as Global Business Partnering, Space and Occupancy planning, and Design and Construction, to support the implementation of workplace design, space, and strategic needs for the Geo in order to support business requirements. This role will support GEO 2: Europe North & West, which will oversee 6 countries, 17 cities, 30 buildings, and 2.1 MM RSF. This position requires the candidate to be based within this specific geo, facilitating direct and efficient support for GREF's operations in the region.
The optimal candidate is an experienced and engaging professional who will excel within an entrepreneurial culture - providing vision, leadership, and communication - not afraid to dive deep into details and take ownership. They should also understand the nuance of being approachable and consultative- providing direction/recommendations and fostering transparent relationships. The candidate must be able to balance frugality with creativity in offering solutions and approach problem-solving with an emphasis on root cause. An ideal candidate is able to navigate high level of ambiguity and demonstrate a bias for action, taking calculated risks in a fast-paced environment.
This position is office-based; however, Amazon encourages open communication about unique needs for flexible arrangements.
Key job responsibilities
- Develop and lead the implementation of strategic initiatives to support business requirements
- Write documents and provide writing support in line with Amazon standards
- Supporting in person and remote meetings with internal GREF stakeholders and customers
- Collaborate with global business partnering and business leaders to understand their real estate and portfolio needs, ensuring these requirements are accurately captured and addressed
- Collaborate with a variety of stakeholders, including but not limited to, Amazon Financial Planning & Analysis (FP&A), Finance Leaders, and PXT to validate headcount data (i.e., forecasted demand)
- Maintain clear and consistent communication with business units, providing updates and addressing any concerns or questions related to real estate and portfolio matters
- Work in a matrix reporting structure, encompassing both dotted and hard reporting lines
- Cross functionally engage and coordinate with Regional Portfolio Strategist
Basic Qualifications
- Significant experience of program or project management
- Significant experience developing real estate strategies, working in space planning, occupancy planning, program management or customer experience
Preferred Qualifications
- Experience using data and metrics to determine and drive improvements
- Experience owning program strategy, end-to-end delivery, and communicating results to senior leadership
- Customer-experience focused; consistently exceeding expectations and prioritizing customer needs
- Exhibit excellence in reporting; capable of synthesizing complex information into clear, actionable insights
- Communicates effectively with stakeholders at all levels, providing regular updates and maintaining transparency
- While independent and self-driven, values collaboration, working effectively with cross-functional teams to achieve common goals
- Problem-solving mindset: actively seeking opportunities to identify and address areas for improvement
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Middle East & Africa Portfolio Strategist , GREF - Regional Portfolio Management EMEA

Posted 22 days ago
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Are you ready to shape the future of Amazon's Middle East & Africa (MEA) corporate office portfolio? As a MEA Portfolio Strategist, you'll drive sustainable and employee-centric real estate strategies across 13 countries, optimizing our 1.1MM RSF portfolio. In this role, you'll have the opportunity to make a significant impact on Amazon's MEA real estate landscape. You'll collaborate with cross-functional teams to develop innovative strategies that align with business needs and support our commitment to sustainability. Your expertise will be crucial in creating workplaces that foster health, wellness, connection, and innovation for Amazon employees across the region.
Day to day you will collaborate with regional key-stakeholders to develop and implement portfolio-wide MEA transaction strategies, present recommendations to regional leadership supporting portfolio optimization and growth, champion sustainable practices, including 'Green Leasing' initiatives, and engage in cross-regional knowledge sharing and best practice implementation.
This position is office-based; however, Amazon encourages open communication about unique needs for flexible arrangements.
Key job responsibilities
- Create 10-year city-wide Masterplan frameworks providing a holistic long-term strategic vision that aligns with broader Amazon goals within an urban, developmental policies and trends (geopolitical, social and economic) context.
- Lead engagement and alignment with regional leadership on strategy paper deliverables, looking ahead 3-6-9 months. Ensure alignment of strategic recommendations and facilitate transition over to Transaction Management to execute.
- Own the Critical Lease Events within region, ensuring timely Plan of Record decisions in alignment with key stakeholders over a rolling 36-month time horizon.
- Leverage technology to enhance decision-making through real estate research and analytics.
- Support the development of best practices to drive performance across the portfolio.
- Collaborate with AMER and APAC peers to ensure consistency and the sharing of best practices and lessons learned.
- Support the GREF Spend Approval process in line with Amazon's Spend & Transaction Policy.
- Work in a matrix reporting structure, encompassing both dotted and hard reporting lines.
- Ensure 100% procedural compliance at all times.
About the team
We're a diverse and inclusive group of professionals passionate about real estate and innovation. Our team values collaboration, creativity, and continuous learning. We work together to support Amazon's growth while maintaining a supportive and engaging work environment.
Basic Qualifications
- Significant professional experience in a corporate real estate strategic consulting environment
- Bachelor's degree or higher with relevant professional qualifications
- Proficiency in productivity software, including Microsoft Office suite and Smartsheet
Preferred Qualifications
- Strong communication and writing skills
- Ability to influence peers and stakeholders
- Problem-solving skills in ambiguous situations
- Knowledge of MEA real estate markets and trends
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Financial Planning Lead
Posted today
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A well-established Housing Association in East London is looking to take on a Treasury and Financial Planning Lead for an initial 9 Month role. This association has a big impact in its community and creates an inspiring, inclusive place to work.
They are looking to bring someone into their collaborative team who comes from a housing association background, with experience in business planning (know.
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Financial Planning Administrator
Posted 1 day ago
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The Role: I am recruiting a Financial Planning Administrator / IFA Administrator / Financial Planning Assistant to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm based in Banstead, Surrey (SM7). Working in a collaborative, fast paced and client focused team, the Financial Planning Administrator provides highly involved administrativ.
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Corporate and Portfolio Fund Management Lawyer
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Financial Planning Administrator/Trainee Paraplanner
Posted 1 day ago
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Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Thames Ditton offices, one of 50 nationally.
The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered as the business is very happy to have long term administrators.
Overview of the role is detailed below:
- Client correspondence, written and verbal.
- Processing new business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with internal procedures.
- Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- General back-office support using IO software
Benefits of joining the business:
25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working.
The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career.
Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.
Please apply to us here at Recruit Wealth for an immediate response.
Head of Financial Planning & Analysis
Posted 1 day ago
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Head of Financial Planning & Analysis
Maternity Cover (Up to 12 months)
67,000
To start ASAP
London/Hybrid
Head of Financial Planning & Analysis required for a leading specialist children's health charity on a 12 month fixed term contract basis. The Finance team is undergoing an exciting period of transformation, including the implementation of a new finance system. This is a key role where you will lead the post-implementation phase of the new system and continue delivering high-quality financial performance reporting, forecasting, and business insights.
Detailed duties include;
- Drive financial planning and analysis processes: Oversee the preparation of the charity's budgets, forecasts, and long-term financial plans, ensuring timely and accurate reports for senior leadership and governance committees
- Lead the implementation of improvements: Manage the post-implementation phase of the new finance system and use it to enhance financial reporting, forecasting, and planning
- Manage the month-end process: Ensure timely, clear, and accurate delivery of monthly management accounts, financial reports, and analysis
- Collaborate with stakeholders: Work closely with budget holders, senior leadership, and other departments to ensure financial performance aligns with organisational strategy and objectives
- Provide strategic insights: Make recommendations on improving efficiency and value for money, and support the development of business cases for new initiatives
- Lead and develop a team: Manage and support Finance Business Partners and the Income Management Accountant, providing guidance and development opportunities to ensure high performance
- Improve financial controls and reporting: Develop and embed financial control processes, improve management reporting outputs, and deliver stronger insights to stakeholders
- Support cross-functional projects: Contribute to cross-functional initiatives and ensure the financial implications are well understood
In order to be successful in the role we are looking for;
- Qualified accountant (ACA, ACCA, CIMA or equivalent)
- Extensive experience in FP&A within senior finance roles, ideally within the charity or not-for-profit sector
- Ability to lead and develop a high-performing team and manage competing priorities
- Proven track record of managing and delivering budgets, forecasts, and monthly reporting with a strong focus on financial planning and analysis
- Advanced Excel skills, and experience with financial systems (experience with finance system implementation is a plus)
- Able to driving change within the finance function to improve processes and outcomes
- Strong ability to problem-solve and make informed decisions based on data, Emotional intelligence, with excellent negotiation and influencing skills, a proactive mindset and ability to thrive in a dynamic, fast-paced environment