113 Wealth Management jobs in the United Kingdom
Financial Advisor
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Job Description
** Applicants must hold Level 4 Diploma in UK Financial Advice **
If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!
This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.
As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on an Employed basis with one of our Strategic Partner firms.
The Benefits:
- All leads are professionally introduced through a robust lead generation process
- Attractive remuneration terms
- Full paraplanning and admin support
- Market focused training provided
- Business and personal development
- An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
- National coverage.
- Many great opportunities for Advisers to really maximise their earning potential.
The Role:
- Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
- Prepare sound financial plans to ensure clients meet their targets
- Advise clients on current financial issues and make recommendations
- Generate new business and build introducer relationships
- Customise financial plans according to clients’ changing needs
- Build strong relationships to retain existing clients
- Maintain and update knowledge of regulations, practices, and financial products
About You:
- Proven experience as a financial planner
- Ability to analyse financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills, with the ability to foster long-term relationships
- Diploma in Financial Services
Qualifications:
- Diploma in Financial Advice
- Industry Sales experience
- Strong understanding of investment and pension business
- Excellent interpersonal skills goals.
- Ambition and Hunger
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Administrator - Wealth Management
Posted 4 days ago
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The role will assist with submitting all new busin.
WHJS1_UKTJ
Investment Administrator , Client Services , Wealth Management
Posted 9 days ago
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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 10 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 26 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.
Tax Reporting Assistant , Private Client Tax , Wealth Management
Posted 8 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
1176172
**Job:** Operations
**Job Family:** ENTERPRISE
**Organization:** Corporate Finance
**Schedule:** FULL_TIME
**Workplace Type:**
**Req ID:** 20284
Software Engineer - Portfolio Management - Edinburgh
Posted 8 days ago
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Job Description
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.
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AVP - Structured Finance Portfolio Management
Posted 10 days ago
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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 26 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
Transformation Management Office - Portfolio Management Lead
Posted today
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Job Description
About Us
McDonald's has run its business in the UK since 1974 and currently operates over 1500 restaurants across the UK and Ireland, serving almost four million customers each day. McDonald's is one of the UK's largest private sector employers, employing over 170,000 people.
Hybrid Working
This role is based in our East Finchley office working 3 days in the office and 2 days remotely
Job Description:
The Opportunity
We are excited to appoint a Transformation Management Office (TMO) Portfolio Management Lead for UK & Ireland to manage a portfolio of programs and projects for the market, coordinating and streamlining immediate activities and acting as a governance body overseeing the overarching Transformation plan.
You will be 100% dedicated to portfolio management efforts related to Enterprise Transformation and will work across functions, programs, projects and initiatives to plan and govern an integrated management approach. This will include providing strategic alignment, execution excellence and management of all transformation programmes being delivered within the UK&I market.
This individual will develop and uphold programme and project management governance standards and processes as defined by the Global and UK&I Transformation Management Offices. This role aims to ensure the alignment of market transformation with enterprise goals and priorities, solving and advocating for market-specific nuances and challenges (e.g., capacity / resourcing). The role will also drive transformation in connection with other local priorities, projects and business-as-usual activities.
What will my accountabilities be?
+ Leads the Portfolio team: Manages the team and produces regular updates on the progress of defined KPIs to ensure it is on track.
+ Market Alignment:
+ + Coordinate market transformation across business functions to ensure alignment and delivery of the Accelerating the Arches vision across the three strategic advantages - Consumer, Restaurant, Company.
+ Collaborate closely with the Transformation Director UKI and Global Enterprise Transformation Office to seamlessly integrate and execute programs, such as GBS, ArchOS, MCX, etc. in market.
+ Integrated Market Roadmap:
+ Build and maintain the UK&I Transformation Plan - a forward-looking prioritised list of projects to be delivered over the next 3 years.
+ Drive the integration of the market roadmap with broader functional teams (e.g. Technology, National Operations) and ongoing change control in alignment with governance and process.
+ Governance & Oversight:
+ Management of all in-flight programs and projects in accordance with the Transformation plan across all functional areas, including:
+
+ + Work with Head of Project Delivery to triage and escalate risks and proactively resolve issues;
+ Continuously evaluate and refine the Transformation roadmap, adapting plans to accommodate changing priorities, resources, or external factors;
+ Manage the Change Control Process ensuring that all changes go through the appropriate governance and sign-off depending on their size; and
+ Ensure that all Governance forums in the Enterprise Transformation Office structure are operating effectively.
+ Capacity Planning and Execution Management: Alongside the Head of Project Delivery, understand resource and skill needs of market personnel to support transformation initiatives. Support mobilisation of in-market teams for each initiative in partnership with global programs (part-time SMAs, full-time, backfills, etc.).
+ Cross-Functional Stakeholder Management and Escalation: Act as key liaison with various stakeholders, including Global, segment and market leadership to drive alignment. Escalate key issues and risks as needed. Partner with Change Management & Project Delivery teams to foster buy-in across teams and with 3rd parties (Suppliers, Franchisees) and effectively communicate progress and key changes throughout the transformation.
+ Ensure Maximum Return on Investment: Support the Transformation Office with ensuring that the projects being delivered within the UK&I Transformation portfolio represent the greatest return on investment for the organisation and the fullest alignment to the strategic drivers.
+ Integrated Dependency Management: Identify, track and resolve the top-level dependencies between all in-flight projects and programs. Facilitate horizontal coordination among market teams to promote a shared understanding of interdependencies.
+ Impactful & Value Adding Reporting: Produce high quality reporting information as input to key governance sessions. Ensures all reporting is accurate and value adding for senior stakeholders, with a focus on any action required or decisions that need to be made.
+ Provide outside-in perspectives on best practices: Provide regular outside-in perspectives on best practices and approaches to achieving successful business transformation through Portfolio Management and drive a spirit of continuous improvement.
What Team will I be a part of?
You will be part of the Strategy, Insights and Transformation team in the UK&I market and will work within the Transformation team, reporting directly to the Transformation Director. This teams connect people across our business to focus on delivering the right projects, in the best way, to achieve our business goals. It proactively and independently challenges and innovates, working diligently to improve the way we work and deliver change as a business. You will be required to work collaboratively with colleagues right across the business and with external partners to amplify the impact you can have. This is a truly exciting time to lead the Transformation team and collaborate across the business to influence the outcomes for change.
Who are my customers?
Given the central nature of the role, your 'customers' are wide and varied. With engagement and influencing being strengths, you will also have the emotional intelligence and flexibility in thinking and acting to engage with relevancy and authenticity at every level. Your key customers (not exclusive) include:
+ Transformation Management Office - retain alignment and report on delivery of the Accelerating the Arches vision.
+ UK&I Change Steering Group - use governance optimally to hold the business to account.
+ Project leads - advocate and demonstrate innovative and agile ways of executing change.
+ UK&I Communications team - ensure our strategic storytelling is simple, clear and consistent.
+ Franchisees - collaborate and value them as a business partner and change enabler.
+ Suppliers and partners - demonstrate our scale through smart partnering and resource sharing.
+ Restaurants - making sure that in whatever we do we stay grounded and keep it real.
Qualifications:
What background do I need to have?
What You Need To Succeed (minimum Qualifications)
Educations & Certifications:
+ Bachelor's degree in business management, or related field. Desirable: Master's degree education.
+ Project Mgmt. Professional (PMP®) Certified
Skills and Experience:
Project Management:
+ Managing and optimising program and project teams, and/or executing Change or Transformation projects for clients and business customers in relevant industries. This will include being able to effectively communicate complex project management processes in simple language as well as being able to win buy-in to the required changes
+ Designing and executing project plans & managing budgets
Alignment with Corporate Strategy:
+ Aligns with other PMO Leads and other project delivery stakeholders across the business to prioritise initiatives.
Stakeholder Management:
+ Ability to establish and maintain strong relationships while working in a matrixed environment across complex stakeholders and drive alignment to transformation.
+ Strong communication skills, both written and verbal, with the ability to make the complicated simple
Excellent Execution:
+ Monitors performance metrics and adjusts processes & priorities as needed.
+ Drives continuous improvement and best practices.
Personal Qualities:
+ Resilient and adaptable, able to work in ambiguous situations
+ Collaborative and customer-driven approach
+ Adept at role modelling new behaviours, mindsets and ways of working
+ Willingness and ability to live the McDonald's values every day: Serve, Inclusion, Integrity, Community, and Family.
Additional Information:
Company Vision and Culture
Our Global vision is to build a better McDonald's and in the UK and Ireland we are working hard to be the UK & Irelands best-loved restaurant company.
McDonald's is defined by its culture. Our culture shapes and informs everything we think and everything we do. Our culture influences the way we interact with each other, and how we interact with customers, franchisees and suppliers. Our culture motivates and inspires us to attract and retain great talent, creating positive, energising, exceptional working environment for us all.
Our values drive our culture and shape our beliefs, our priorities and our actions. They influence the decisions we make, how we treat one another and how we show up as a brand to the world.
Serve: We put our customers and our people first
Inclusion: We open our doors to everyone
Integrity: We do the right thing
Community: We are good neighbours
Family: We get better together
At McDonald's we are People from all Walks of Life.
People are at the heart of everything we do, and they make the McDonald's experience. We embrace diversity and are committed to creating an inclusive culture that means people can be their best authentic self in our restaurants and offices, which helps us to better serve our customers. We have a strong heritage of diversity and representation within our communities, which we are proud of. The diversity of our people, customers, Franchisees and suppliers gives us strength.
We do not tolerate inequality, injustice or discrimination of any kind. These are hugely important issues and a brand with our reach and relevance means we have a very meaningful role to play.
We also recognise our responsibility as a large employer to continue being active in our communities, helping to develop skills and drive aspirations that will help people to be more aware of the world of work and more successful within it, whether with McDonald's or elsewhere."
#LI-Hybrid
Requsition ID: REF9168J_74400067410975