67 Wealth Management jobs in London

Inside IR35, Hybrid working, UK Wide, London, North West, Scotland, Senior Business Analys t, Wealth Management , Cash flow Modelling , Lifestyle portfolio managemen t, Pension Agile, Waterfall, Process mapping, Product Analysis, Strong Regulatory understanding

My leading Wealth Management client is looking for a Strong Business Analyst to work on a project around analysing the as is and to be processes of the current and future tooling around Retirement portfolio management decision making and new product management within this Wealth area. You must have the ability to organise and facilitate requirements workshops and produce documentation, with the ability to explain complex scenarios in an easily understandable way. Combined with this you will have a solid knowledge of process modelling techniques.

Key Areas

• Proven Deep Wealth Management
• Lifestyle Decision Making tooling - Around Retirement
• Cash Flow Modelling
• Stochastic modelling
• Wealth Management Product Development
• Excellent regulatory understanding on pensions / wealth management

If you have the above experience, please send me your cv

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.

The Company:

An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients

The Role:

The Client Services Assistant will provide excellent administrative support to Investment Managers to help to deliver good client outcomes.

This role will suit an individual with 1-2 Client Services / support experience within Financial Services or a recent A level School leaver who is keen to work in financial services.

The Client Services Assistant will work efficiently and effectively adhering to the Company’s processes within the compliance framework.

The Client Services Assistant will support Investment Management teams with daily administration tasks associated with the ongoing monitoring of client portfolios in line with company procedures and models, working closely with the Investment Assistant on the desk to ensure the team are fully supported.

The Client Services Assistant will provide administrative support - writing up file notes, drafting letters, arranging client meetings - preparation and administration for client pitches and meetings, assisting team with ongoing projects

The Client Services Assistant will develop and maintain client relationships and will be responsible for accurate account opening and closing, transfer of stock into accounts and payments.

The Client Services Assistant will, when required, support the Investment Desk, placing trades in based on received instructions from other staff on the Investment Desk, ensuring they are executed and booked correctly.

The Candidate

1-2 years Client Support or Financial Services Administration experience.

Would also consider a recent A level school leaver who is keen to work in Financial Services / Wealth Management.

Proficient in Word, Excel and ideally PowerPoint – all at a basic level.

Excellent customer service skills and interpersonal skills.

Ability to work unsupervised when required.

Good understanding and application of limitations with respect to client contact.

Senior Risk Analyst – Investments - £55,000-£62,000

Are you looking for an opportunity to join an Investment firm who are making incredible progress in the platform market

Are you a proactive, detail-oriented risk professional looking to make a meaningful impact in a growing financial services group? We are currently hiring for a Senior Risk Analyst to join our Group Risk Management team. This is a high-profile opportunity to support the evolution of a group-wide Risk Management Framework and help embed a strong risk culture across the business.

Key Responsibilities

• Develop and maintain tools and reporting aligned with the enterprise Risk Management Framework.
• Monitor risk MI, escalate breaches, and contribute to risk culture initiatives.
• Maintain and enhance risk appetite statements and supporting metrics.
• Support integration of risk considerations into strategic and operational decisions.
• Prepare and deliver risk reports for senior committees and the Board.
• Assist in key regulatory processes such as ICARA and ORSA.
• Ensure risk systems are accurate, consistent, and complete.
• Stay current with regulatory expectations and assess their impact.
• Mentor and guide junior analysts as part of a collaborative team.

What We’re Looking For Essential:

• Risk management experience in the financial services sector.
• Understanding of risk frameworks, controls, and reporting standards.
• Proficiency in Excel and other Microsoft Office tools.
• Experience facilitating risk and control self-assessments (RCSAs).
• Strong analytical, written, and verbal communication skills.
• Comfortable working with stakeholders across all levels of the organisation.

Desirable:

• Familiarity with retail investment products (ISAs, SIPPs, pensions).
• Knowledge of FCA/PRA regulatory frameworks.
• Exposure to prudential risk reporting processes (ICAAP, ICARA, ORSA).
• Understanding of governance models such as the three lines of defence.
• Experience producing board-level risk reports or facilitating workshops.
• Relevant risk qualifications (e.g. IRM, CFA, PRMIA).

Personal Qualities:

• Strong attention to detail while maintaining a strategic view.
• Ability to interpret and challenge business processes with a risk lens.
• Self-starter with the ability to manage priorities independently.
• Committed to continuous improvement and building collaborative relationships