20 Wealth Management jobs in the United Kingdom

Wealth Management Administrator

Location - Woking

Salary - £27,000 - £35,000 depending on experience

Hours - Full-time / In Office

We are looking for an enthusiastic Wealth Management Administrator to assist Financial Planners in managing client relationships, handling client queries, processing applications, and supporting financial planning tasks.

Through a carefully structured process, we help clien.

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Business Analyst - Wealth Management - 12 Month Contract - £550 Per Day - Outside IR35

We’re looking for a solutions-focused Business Analyst with deep experience in Wealth Management to join a high-performing team delivering strategic change across global financial services.

What you’ll be doing:

• Driving business-critical projects from analysis through to delivery.
• Collaborating with global stakeholders to define and validate requirements.
• Supporting systems implementation and process optimisation.
• Leading documentation and process mapping efforts.

What you’ll bring:

• Strong analytical and stakeholder management skills.
• Experience with Avaloq or similar platforms.
• Agile/Scrum expertise in large-scale environments.
• Wealth product knowledge (Credit, Custody, Payments).
• Clear, confident communication with senior stakeholders.

Why join?

• Hybrid working (4 days on-site).
• Inclusive, collaborative culture.
• Full lifecycle exposure and career development opportunities.

Interested? Let’s talk. Apply or message directly to learn more.

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.

• Provide expert financial advice and planning services to a diverse client base.
• Develop and implement personalised investment strategies, including retirement planning, savings, and tax-efficient investments.
• Conduct thorough financial needs analysis and risk assessments for clients.
• Build and nurture long-term relationships with clients, understanding their evolving financial needs.
• Stay up-to-date with market trends, economic conditions, and new financial products.
• Ensure all advice and recommendations comply with relevant regulations and industry standards (e.g., FCA).
• Generate new business through networking, referrals, and prospecting.
• Prepare financial plans, reports, and presentations for clients.
• Collaborate with internal specialists to provide holistic financial solutions.
• Maintain accurate client records and ensure compliance with all regulatory requirements.
• Meet and exceed performance targets and business development goals.
• Continuously enhance knowledge and skills through professional development.

• Recognised financial planning qualification (e.g., CII Level 4 Diploma in Financial Planning or equivalent).
• Proven track record as a Financial Advisor or Wealth Manager with a minimum of 3 years' experience.
• In-depth knowledge of investment products, financial planning techniques, and regulatory requirements.
• Excellent understanding of financial markets and economic principles.
• Strong client relationship management and communication skills.
• Proven ability to generate new business and manage a client portfolio.
• Proficiency in financial planning software and CRM systems.
• Highly motivated, client-focused, and results-oriented.
• Integrity and a strong ethical compass.
• Full clean driving licence and willingness to travel for client meetings.

Desk Administrator – Wealth Management

City of London | £35,000 – £0,000 | Hybrid working

Are you an experienced Administrator with a background in Wealth or Fund Management?

Do you have exceptional organisational skills, sharp attention to detail, and a passion for client service?

A leading, long-established Wealth Management firm in the City is looking for a Desk Administrator / Client Services Administrator to provide first-class support to their Investment Managers and private clients. This is a fantastic opportunity to grow your career in wealth management within a professional, client-focused environment.

What you’ll be doing:

• Coordinating the new client account opening process and drafting professional client correspondence and reports
• Preparing and formatting documents for Investment Manager review and sign-off
• Proofreading and checking documentation to ensure accuracy and compliance
• Maintaining accurate records across internal CRM and filing systems
• Assisting with payments, receipts, transfers, and related forms for approval
• Handling administrative and client queries efficiently and professionally
• Supporting client meetings, including preparation of documentation and follow-up
• Developing strong working relationships with both clients and internal teams

About You:

• Experienced: Minimum 2 years in financial services client administration (wealth or fund management preferred)
• Skilled: Excellent communication skills (written and verbal), highly organised, analytical, and numerate
• Tech-savvy: Strong Microsoft Office skills and comfortable with CRM systems
• Client-focused: Able to build and maintain strong relationships with clients and colleagues
• Knowledgeable: Demonstrable interest in City markets, private client fund management, and a solid understanding of the UK regulatory framework

What’s on Offer

• Competitive salary £35, 0 – £4 000
• Hybrid working (City office + remote flexibility)
• The opportunity to work with a respected Wealth Management firm with a strong City presence
• A clear path to develop your career within the wealth management industry

If you are an experienced administrator with a genuine interest in financial markets and client service, this is an excellent opportunity to join a professional team and take your career to the next level.

Desk Administrator – Wealth Management

City of London | £35,000 – £0,000 | Hybrid working

Are you an experienced Administrator with a background in Wealth or Fund Management?

Do you have exceptional organisational skills, sharp attention to detail, and a passion for client service?

A leading, long-established Wealth Management firm in the City is looking for a Desk Administrator / Client Services Administrator to provide first-class support to their Investment Managers and private clients. This is a fantastic opportunity to grow your career in wealth management within a professional, client-focused environment.

What you’ll be doing:

• Coordinating the new client account opening process and drafting professional client correspondence and reports
• Preparing and formatting documents for Investment Manager review and sign-off
• Proofreading and checking documentation to ensure accuracy and compliance
• Maintaining accurate records across internal CRM and filing systems
• Assisting with payments, receipts, transfers, and related forms for approval
• Handling administrative and client queries efficiently and professionally
• Supporting client meetings, including preparation of documentation and follow-up
• Developing strong working relationships with both clients and internal teams

About You:

• Experienced: Minimum 2 years in financial services client administration (wealth or fund management preferred)
• Skilled: Excellent communication skills (written and verbal), highly organised, analytical, and numerate
• Tech-savvy: Strong Microsoft Office skills and comfortable with CRM systems
• Client-focused: Able to build and maintain strong relationships with clients and colleagues
• Knowledgeable: Demonstrable interest in City markets, private client fund management, and a solid understanding of the UK regulatory framework

What’s on Offer

• Competitive salary £35, 0 – £4 000
• Hybrid working (City office + remote flexibility)
• The opportunity to work with a respected Wealth Management firm with a strong City presence
• A clear path to develop your career within the wealth management industry

If you are an experienced administrator with a genuine interest in financial markets and client service, this is an excellent opportunity to join a professional team and take your career to the next level.

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.