285 Wealth Management jobs in the United Kingdom

We are looking for an experienced IFA Administrator to join our clients Wealth Management Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).

This position will be office based in Ipswich.

Key Responsibilities:

· Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers

· Provide weekly updates for all in-progress Letters of authority for inclusion in the Weekly Practice update.

· Complete meeting prep for all client review meetings.

· Gather information for Advisers ahead of Review Meetings

· Set up ongoing advice packs and send them to clients post-meeting.

· Sending meeting confirmations for all meetings.

· Chasing Advisers to type up meeting notes

· Update the CRM System and complete any actions from meetings.

· Completing client review documents.

· Run client birthday lists, order client gifts, and write birthday cards and Christmas cards.

· General administration, post and printing.

· Answer telephone calls

· Deal with clients' queries.

· Stock order and property check

· Calling new clients to welcome them to the firm

· Book client review meetings and send Zoom invites

· Set up presentation packs.

· Order and post Investor magazine

· Order monthly Online Wealth

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.

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.

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.

We are looking for an experienced IFA Administrator to join our clients Wealth Management Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).

This position will be office based in Ipswich.

Key Responsibilities:

· Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers

· Provide weekly updates for all in-progress Letters of authority for inclusion in the Weekly Practice update.

· Complete meeting prep for all client review meetings.

· Gather information for Advisers ahead of Review Meetings

· Set up ongoing advice packs and send them to clients post-meeting.

· Sending meeting confirmations for all meetings.

· Chasing Advisers to type up meeting notes

· Update the CRM System and complete any actions from meetings.

· Completing client review documents.

· Run client birthday lists, order client gifts, and write birthday cards and Christmas cards.

· General administration, post and printing.

· Answer telephone calls

· Deal with clients' queries.

· Stock order and property check

· Calling new clients to welcome them to the firm

· Book client review meetings and send Zoom invites

· Set up presentation packs.

· Order and post Investor magazine

· Order monthly Online Wealth

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

Desk Administrator – Wealth Management

City of London | £35,000 – £40,000 | 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