267 Wealth Manager jobs in the United Kingdom

• Qualified Financial Planner/Advisor as a minimum with experience post qualification
• Experience of building up a client base, ideally with clients available to bring over
• Great technical ability with experience of dealing with a range of clients
• Great client facing skills, with excellent communication and high-level organisation.

Associate Wealth Manager – Nottingham

Are you an accomplished Paraplanner looking to step into a client facing role with a route to becoming a Financial Advisor?

We are working with a highly regarded in Nottingham that offers a great culture and a supportive environment. They are looking for an Associate Wealth Manager, a role ideal for an accomplished paraplanner ready to take the next step in their career.

Role Highlights:

• Strong knowledge and understanding of financial planning required.
• Clear career direction and ambition.
• Opportunity to be client-facing if desired.
• Supporting senior advisors through note-taking, report writing, and attending client meetings.
• Must be confident and able to “hold themselves” in client meetings, in particular with HNW individuals.

Career Progression & Benefits:

• Study leave and strong study support.
• Clear pathway for career development within the firm.

This role is perfect for a paraplanner who wants to step up, gain more client-facing experience, and continue progressing in a supportive, modern environment.

Investment Manager / Wealth Manager - North West 

Basic Salary - £70,000 - £105,000 pa

Additional - Benefits + Comms 

Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4 

Company - UK based Independent Stockbroking Business 

Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of growth. 

The Role of the Investment Manager

As an Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients’ investment goals within specified timelines. Leveraging your expertise, you will provide innovative and strategic solutions to enhance clients' wealth.

You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network. Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy.

This is a dynamic role with ample opportunity for professional growth. You'll be part of a collaborative team that values openness, continuous learning, and the sharing of knowledge, always striving to improve our practices.

Duties & Responsibilities as the Investment Portfolio Manager  

• p>Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.

• Foster and elevate client relationships to exceptional standards.

• Develop portfolios considering clients' suitability, performance goals, and tax implications.

• Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.

• Participate actively in investment and research committee meetings.

• Contribute to the firm’s long-term strategic goals.

  /li>

Qualifications & Experience

• Minimum CISI Level 6 or 7

• A strong commitment to a friendly, client-focused approach.

• An established network of professional contacts.

• Experience managing an existing client portfolio.

The Company at a further glance

The company's mission is to deliver exceptional personal investment services that enhance clients’ wealth. They pride themselves on fostering a culture of open communication and collaborative working. Here, managers and directors work side-by-side with their teams, and everyone is encouraged to share ideas and contribute to continuous improvement.

If you're looking to embark on the next phase of this exciting journey, then apply with your CV and we will be in touch to discuss the position in further detail.

Investment Manager / Wealth Manager - North West 

Basic Salary - £70,000 - £105,000 pa

Additional - Benefits + Comms 

Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4 

Company - UK based Independent Stockbroking Business 

Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of growth. 

The Role of the Investment Manager

As an Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients’ investment goals within specified timelines. Leveraging your expertise, you will provide innovative and strategic solutions to enhance clients' wealth.

You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network. Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy.

This is a dynamic role with ample opportunity for professional growth. You'll be part of a collaborative team that values openness, continuous learning, and the sharing of knowledge, always striving to improve our practices.

Duties & Responsibilities as the Investment Portfolio Manager  

• p>Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.

• Foster and elevate client relationships to exceptional standards.

• Develop portfolios considering clients' suitability, performance goals, and tax implications.

• Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.

• Participate actively in investment and research committee meetings.

• Contribute to the firm’s long-term strategic goals.

  /li>

Qualifications & Experience

• Minimum CISI Level 6 or 7

• A strong commitment to a friendly, client-focused approach.

• An established network of professional contacts.

• Experience managing an existing client portfolio.

The Company at a further glance

The company's mission is to deliver exceptional personal investment services that enhance clients’ wealth. They pride themselves on fostering a culture of open communication and collaborative working. Here, managers and directors work side-by-side with their teams, and everyone is encouraged to share ideas and contribute to continuous improvement.

If you're looking to embark on the next phase of this exciting journey, then apply with your CV and we will be in touch to discuss the position in further detail.

Join the Future of Technology with ZILO™

At ZILO™, we're redefining what’s possible in technology. ZILO™ is the UK-based FinTech specialising in global asset and wealth management software, designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management industry. 

We are a team of experts with decades of combined experience at leading firms globally, who thrive in fast-paced environments and want to shape the future of technology. Every individual plays a key role in driving progress and making a real impact. We continuously strive to innovate and improve.

Why work with us?  At ZILO™, you'll be part of a dynamic and inclusive environment where creativity thrives. We offer the opportunity to work on cutting-edge technology, collaborate with talented individuals, and contribute to projects that have a real-world impact. We value continuous learning, personal growth, and providing our team with the resources they need to succeed.

Ready to shape the future? Let’s talk.

About the role

ZILO is looking for a Product Manager to lead the design and delivery of a new wealth management software proposition. This role sits at the intersection of technology delivery and industry expertise. You will be accountable for owning the end-to-end product lifecycle, from proposition definition and software requirements through to delivery and continuous improvement.

This is a hands-on product leadership role for someone with strong experience across the software development lifecycle (SDLC), deep knowledge of wealth management workflows, and the ability to shape and execute a complex roadmap that spans platform build, client customisation, and market alignment.

Please note that this role is based in London with a requirement to attend our office 2-3 days per week.

Requirements

Strategic Proposition & Product Ownership

• Define the product vision, strategy, and roadmap for ZILO’s wealth management proposition—aligned to client goals, market standards, and ZILO’s platform architecture.
• Champion the end-client and adviser experience, ensuring functional design supports real-world workflows in the wealth domain (e.g. discretionary management, investment advice, portfolio construction, reporting).
• Identify commercial opportunities and evolving regulatory or market trends that influence platform development.

SDLC Leadership & Delivery Ownership

• Own and manage Product priorities in the SDLC from requirements gathering, backlog prioritisation, solution design, and delivery planning
• Collaborate closely with engineering, architecture, QA  teams to ensure high-quality, scalable, and maintainable software is delivered on time.
• Translate complex business requirements into user stories, epics, and acceptance criteria with clear technical understanding.

Wealth Domain Expertise

• Serve as the in-house subject matter expert for the wealth management space, particularly around adviser workflows, client lifecycle, investment products, custody, and platforms.
• Ensure proposition design reflects key industry needs such as compliant client onboarding (KYC/AML), portfolio management, performance and fee reporting, and adviser oversight.
• Lead benchmarking against incumbent platforms and identify opportunities to differentiate.

Client & Stakeholder Management

• Act as the day-to-day product lead for a major wealth management client—managing working groups, capturing feedback, and aligning roadmap delivery to business milestones.
• Work closely with internal leadership, engineering, and operations to communicate goals, track progress, and resolve delivery risks.

Required Skills & Experience

• 5+ years experience in product management within financial services, ideally with a platform, fintech, or SaaS provider focused on wealth or investment management.
• Proven experience owning enterprise-grade software development lifecycles from ideation to go-live and beyond.
• Strong knowledge of wealth management operations and providers, including discretionary/DFM models, platform structures, and adviser-client interactions.
• Familiarity with regulatory environments including MiFID II, CASS, and cross-border distribution models.
• Demonstrated ability to write clear requirements, prioritise trade-offs, and manage cross-functional teams in an agile environment (Scrum, Kanban).
• Confident engaging with technical and non-technical stakeholders across business, engineering, and client organisations.

Desirable Attributes

• Experience with multi-jurisdictional delivery (e.g. UK, Channel Islands, Ireland, Luxembourg).
• Knowledge of investment products (funds, ETFs, MMFs, SMAs), tax wrappers, and fee models.
• Exposure to CRM, data models, APIs, and digital onboarding platforms.
• Analytical mindset, natural collaborator, and comfortable working in a scale-up environment.

Benefits

• Enhanced leave - 38 days inclusive of 8 UK Public Holidays  
• Private Health Care including family cover  
• Life Assurance – 5x salary  
• Flexible working-work from home and/or in our London Office  
• Employee Assistance Program  
• Company Pension (Salary Sacrifice options available)
• Access to training and development  
• Buy and Sell holiday scheme 
• The opportunity for “work from anywhere/global mobility”

TheestablishedfinancialplanningarmofanationalaccountancypracticearelookingatsuccessionplanningbyrecruitinganAdvisertojointheirteam.WorkingwithalongtenuredSeniorAdviser,theywilltransitiontheirclientbooktoyouoveranagreedtimeframe.Withclientsbroadlyinthe500kto5mrange,thisisanexcellentopportunitytoworkwithaprestigiousfirmonanestablishedclientbook.

Package

• Youwillreceivecompetitivesalaryexecutivebenefits,paraplanning,clientportfolioandbonus.

Thecompany

• Theestablishedfinancialplanningarmofaprofessionalpractice.

Role

• WorkingcloselywiththeSeniorPlannertotransitiontheportfolioacrosstoyou.
• Attendingmeetingstodiscusshowyouwillworkwiththeclientsandprovidingholisticfinancialplanning.
• DemonstratingafullunderstandingofmorecomplexmatterssuchasSIPP,SSAS,VCT,EIS,SIPP,SSASandIHT
• Managingportfoliosbroadlyinthe500kto5mspace.
• Understandingtheneedsofclientswhoaremainlybusinessandentrepreneurs,butnotexclusivelyso.
• Undertakingcorporateadviceasrequired.
• Collaboratingwiththeotherfinancialplanners,paraplannersandaccountantstofacilitatebusinessopportunitiesandtofurthergrowyourportfolio.

Thecandidate

• DiplomaLevel4asaminimum,ideallyworkingtowardsChartered
• ExperienceofworkingwithHNWandUHNWclients
• Developingandmaintainingclientrelationships

TheestablishedfinancialplanningarmofanationalaccountancypracticearelookingatsuccessionplanningbyrecruitinganAdvisertojointheirteam.WorkingwithalongtenuredSeniorAdviser,theywilltransitiontheirclientbooktoyouoveranagreedtimeframe.Withclientsbroadlyinthe500kto5mrange,thisisanexcellentopportunitytoworkwithaprestigiousfirmonanestablishedclientbook.

Package

• Youwillreceivecompetitivesalaryexecutivebenefits,paraplanning,clientportfolioandbonus.

Thecompany

• Theestablishedfinancialplanningarmofaprofessionalpractice.

Role

• WorkingcloselywiththeSeniorPlannertotransitiontheportfolioacrosstoyou.
• Attendingmeetingstodiscusshowyouwillworkwiththeclientsandprovidingholisticfinancialplanning.
• DemonstratingafullunderstandingofmorecomplexmatterssuchasSIPP,SSAS,VCT,EIS,SIPP,SSASandIHT
• Managingportfoliosbroadlyinthe500kto5mspace.
• Understandingtheneedsofclientswhoaremainlybusinessandentrepreneurs,butnotexclusivelyso.
• Undertakingcorporateadviceasrequired.
• Collaboratingwiththeotherfinancialplanners,paraplannersandaccountantstofacilitatebusinessopportunitiesandtofurthergrowyourportfolio.

Thecandidate

• DiplomaLevel4asaminimum,ideallyworkingtowardsChartered
• ExperienceofworkingwithHNWandUHNWclients
• Developingandmaintainingclientrelationships

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.

We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.  You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.  Specifically you will:

• Be the point of contact for company, client and third-party queries when dealing with new and existing business.
li>Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
• Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
• Process online fund switches and manage through to completion.
• Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
• Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
• Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
• Diary management for Advisers.
• Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
• Liaise with external parties regarding any queries (insurance companies etc.).
• Manage own workload.
• Prepare meeting packs for advisers

We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First.  Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage.  If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.

This role is for a 9-Month Maternity cover contract.