16 Wealth Management jobs in the United Kingdom

Business Analyst - Wealth Management - 12 Month Contract - £550 Per Day - Inside 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.

Business Analyst - Wealth Management - 12 Month Contract - £550 Per Day - Inside 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.

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.

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.

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