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Paralegal, Investment Management Wealth Management Europe (London)

What is the Opportunity? RBC's European Law Group is seeking an experienced Paralegal based in London to support RBC's European Wealth Management business (WME) with particular focus on investment management services provided by RBC Brewin Dolphin. What will you do? Manage ...

Senior Private Client Solicitor – Wills, Trusts & Wealth

Exact Sourcing Limited is looking for an experienced Private Client Solicitor to join a well-respected Law Firm in East Anglia. Candidates should have at least 10 years of experience in providing legal services related to wills, trusts, and probate. The role encompasses preparing wills, conducting client meeting ...

Wealth Manager Trainee – Hybrid, Path to Chartered

A leading wealth management firm in Central London is seeking a Trainee Wealth Manager to join its advisory team. This role involves supporting client relationships while progressing towards Chartered status. The ideal candidate has at least 2 years of experience in Wealth Management, strong technical knowledge, ...

Wealth Client Services Lead (12 Month Contract)

A leading global investment manager is seeking a Client Services Executive for a 12-month fixed-term contract in Birmingham. This role involves working closely with Portfolio Managers and Directors, handling client inquiries and administrative tasks including cash transfers and account setup. The ideal candidate ...

Product Owner, Senior Vice President, Wealth Solutions

Product Owner, Senior Vice President, Wealth Solutions We are seeking a future team member for this senior product role to join our Wealth Solutions team. This role is located in Manchester, UK. Responsibilities Provide influential product leadership within the Wealth Solu ...

Senior Wealth Management Solutions Architect (UK/CH)

Accenture UK & Ireland is seeking a Wealth Management Solution Architect to design tailored solutions for clients. The role demands 15+ years of experience in wealth or investment management, focusing on managing client relationships and developing innovative solutions. The candidate should possess excellent org ...

Product Owner, Senior Vice President, Wealth Solutions

Overview Product Owner, Senior Vice President, Wealth Solutions — Manchester, UK. Responsibilities Provide influential product leadership within the Wealth Solutions product function, shaping priorities, delivery approaches, and outcomes that enhance platform capability, contr ...

UK Wealth BD Director — Asset Growth & Strategy

Leverton Search seeks an experienced business development professional to expand its client base in the UK wealth and wholesale market. The ideal candidate will have over 15 years of experience in investment management sales and a strong established network, driving outreach and managing a prospect pipeline. Thi ...

Financial Services Tax Asset Wealth Management Manager

PwC UK, Edinburgh, Scotland, United Kingdom Overview At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In tax co ...

VP, Fraud Strategy — Wealth Management Risk Leader

Goldman Sachs is seeking a Vice President of Fraud Strategy in West Midlands, England. This role involves shaping fraud risk strategy and overseeing fraud controls across Wealth Management. You will need significant experience in fraud risk management, strong analytical abilities, and the capability to lead team ...

Senior Financial Planner: Grow Client Wealth (Hybrid)

A leading wealth management firm in Bristol seeks a talented Financial Planner to deliver personalized financial planning and wealth management advice. The role involves building trusted relationships with clients, executing business plans, and ensuring accurate record-keeping. Ideal candidates will have a Level ...

Head of Compliance — Wealth Management Growth Enabler

Coopman Search and Selection | B Corp™ is seeking a Head of Compliance for a leading FCA-regulated wealth management firm in Greater London. This pivotal role involves owning the compliance framework, supervising SMF16 obligations, and liaising with regulatory bodies. Ideal candidates will have extensive complia ...

Private Client Tax Lead — Wealth Planning & Advisory

Pure Search is seeking a Private Tax Associate Director in London. The role involves leading complex UK tax advisory services for high-net-worth individuals and managing client relationships. Candidates should be ACA or CTA qualified with extensive experience in private client tax and personal tax advisory. Stro ...

Private Client Tax Principal — Wealth & Succession Advisor

BDO UK LLP is seeking a talented professional to support their Private Client Team in managing high-net-worth individuals. You will be responsible for tax planning, succession planning reviews, and developing client relationships. The role offers opportunities for personal and career growth, as well as the chanc ...

Private Client Tax Advisor – Global Wealth & Planning

A leading accountancy and tax practice in Leatherhead is seeking a Private Client Tax Consultant to join their team. This role involves providing tax consultancy services to high-net-worth individuals, including tax compliance and international planning. Ideal candidates will be CTA qualified with several years ...

VP, Private Wealth Managed Strategies Quantitative Equity

A leading global investment firm in Greater London is seeking an investment professional focused on Quantitative Equity Strategies. The candidate will drive business growth, leveraging their experience in public capital markets, and collaborate closely with Private Wealth Advisors to enhance client relationships ...

VP, Global Asset & Wealth Events Digital Strategist

A leading global financial services firm located in Greater London is seeking an experienced Events Digital Strategist for their Asset and Wealth Management teams. The role involves managing the end-to-end events management platform technology and providing oversight across global teams. Key qualifications inclu ...

Senior Director, Regulatory & Risk — Asset & Wealth Mgmt

A global consultancy in Asset and Wealth Management is seeking a leader for its Regulatory Compliance & Risk practice. The role demands over 10 years of experience in Compliance or Regulation, and a strong understanding of market trends and regulations. Responsibilities include client management, leading project ...

Senior Private Banker UHNW Wealth & Planning Expert

A leading global banking firm located in London is seeking a Private Banker to drive new client acquisition and manage client relationships. The ideal candidate will demonstrate extensive wealth management experience, especially with ultra high net worth clients, and possess strong skills in business development ...

Director Asset & Wealth Management (Regulatory, Compliance & Risk)

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our unrivalled expertise and industry insight. Our firm wa ...

Private Banker North East Wealth Growth & Advisory

A leading global financial services firm in Manchester is seeking an experienced Private Banker to lead new client acquisition and retention. In this role, you will manage relationships with high net worth clients, advising them on investments, banking, and wealth planning. The ideal candidate will have a strong ...

Wealth Data Eng Manager — AI Ready Platform

A leading global investment banking firm is seeking a hands-on Data Engineering Manager in Birmingham. The role involves managing a team of engineers, optimizing data platforms, and implementing AI strategies. Ideal candidates will have over 10 years in Data Engineering and at least 2 years in a leadership role. ...

Global Asset & Wealth Events Digital Strategist – VP

A leading global financial services firm is seeking an Events Digital Strategist to enhance event management strategies. This role involves working closely with various teams to ensure the successful execution of events while managing technology solutions. Key responsibilities include managing capability roll-ou ...

UK Tax Product Lead (VP) – Private Wealth

A leading global investment firm is seeking a Tax Product Specialist to work with front office teams in Asset & Wealth Management. You will support tax considerations impacting transactions and help shape product design and governance. The ideal candidate has strong UK tax technical skills, commercial acumen, an ...

Senior Product Manager, Wealth for Financial Advisors

A fast-growing FinTech company is seeking an experienced Senior Product Manager in Greater London to lead product propositions aimed at enhancing service for Financial Advisors and accountants. The candidate will collaborate with sales, engineering, and design teams to develop and implement effective strategies. ...

IFA Administrator — Trusted Admin for Wealth Advisory

A financial planning firm in Maidenhead is looking for an experienced IFA Administrator to provide comprehensive support to its Advisors and Paraplanners. Responsibilities include maintaining client databases, processing applications, and ensuring excellent service. Candidates should have proven experience in IF ...

Private Wealth Solicitor — Hybrid (HNW Estate & Trusts)

A reputable legal firm in Stevenage is seeking a Private Client Solicitor with over 4 years of PQE. The role involves advising high-net-worth individuals on estate planning, trusts, and succession planning while also contributing to business development. The firm offers competitive salaries, private health insur ...

Head of Wealth Academy — National Growth & Scale

A leading wealth management organization in Kettering is seeking a Senior Recruitment Professional to lead the Academy's expansion. You will drive growth through strategic leadership, stakeholder engagement, and operational execution. The role requires 5+ years of relevant experience and a passion for learning a ...

UK Large Wealth Regional Director — Strategic Growth

A financial services firm is looking for a Regional Director for its Large Wealth sector in the UK. This role involves leading sales efforts and managing relationships with large wealth managers. The ideal candidate will have significant sales experience and a deep understanding of the UK's wealth management lan ...

AI Driven Transformation Leader Wealth & Client Experience

A leading financial services firm in Greater London is seeking an Executive Director for Transformation to spearhead initiatives aimed at enhancing client service delivery and operational efficiency. This role involves strategic leadership and collaboration across diverse teams to implement AI-driven solutions. ...

VP, Internal Audit: Wealth Management & Digital Deposits

A global investment banking firm is seeking a detail-oriented Internal Auditor in Birmingham to ensure effective controls within their financial operations. The ideal candidate will have over 8 years of audit experience, particularly related to EU consumer protection regulations. This role involves overseeing au ...

Senior Private Wealth Solicitor – Wills, Trusts & Tax

A highly regarded law firm is seeking an experienced Private Wealth & Inheritance Solicitor or Fee Earner to manage a diverse caseload including wills, trusts, and probate. The ideal candidate will have 2-8 years of PQE, strong technical expertise, and excellent client communication skills. This full-time role o ...

Regional Director, UK Large Wealth — Growth & Leadership

A global investment firm is seeking a Regional Director for UK Large Wealth to manage business development and client relationships. The successful candidate will lead sales initiatives with national wealth managers and educate clients on investment strategies. Extensive knowledge of the UK wealth management lan ...

London Private Client Solicitor — Wealth, Estate & Succession

Overview 1 YRS PQE , 2 YRS PQE , 3 YRS PQE , 4 YRS PQE , 5 YRS PQE , 6 YRS PQE , 7 YRS PQE Boutique, longestablished and very highly regarded Central London law firm wishes to expand the Private Client team. The firm has a reputation for delivering high quality, client focused legal service ...

Senior Private Client Solicitor: Estate & Wealth Planning

A reputable law firm in Milton Keynes is seeking a Senior Private Client Solicitor with at least 10 years post-qualification experience. This role involves advising high-net-worth individuals on complex matters, including wills, estate administration, and succession planning. The law firm offers an attractive be ...

Senior Solicitor Private Wealth & Inheritance (4 PQE)

Your new company An award-winning Legal 500 firm, recognised across multiple areas that continues to experience exceptional growth, having doubled in size in recent years. With ambitious plans to keep expanding, the firm offers clear progression routes for talented solicitors at every stage of their career. Its ...

Global Head of Private Wealth – Ogier Global

Global Head of Private Wealth – Ogier Global Department: Private Wealth Services - Ogier Global Employment Type: Permanent Location: London Description At Ogier, we are committed to creating an open and supportive environment where talente ...

UK Wealth Product Leader: IFA & Distribution Strategy

FE Fundinfo Group is seeking a Head of UK Wealth Products to lead the evolution of wealth-focused offerings. This position involves defining product strategy, engaging clients, and ensuring alignment with UK distribution needs. You will collaborate with various teams and manage a globally distributed team. </ ...

Wealth Planning Admin | Career Growth & Study Help

Grove Talent Solutions is seeking a Financial Planning Administrator in Droitwich. The ideal candidate will process applications, assist financial advisers, and manage client interactions. This role is essential for maintaining a high standard of service within a reputable financial planning firm. Succ ...

Wealth Management Training Lead (Remote, Home based)

Henlee Resourcing & Consulting Ltd is seeking a Senior Financial Services Trainer to develop and deliver soft skills and regulatory training within their Wealth Management division. This role is primarily home-based with some travel required to Leeds and the Southwest. Candidates must hold an IFA Level 4 Diploma ...

Private Client Tax Senior Manager (Private Wealth)

ROLE: Private Client Tax Senior Manager SALARY: £82,000 - £95,000 pa plus benefits LOCATION : Hybrid role - 3 days a week in the Central London office, 2 days working from home An exciting opportunity has arisen for an experienced Private Clie ...

Financial Services Tax Asset Wealth Management Manager

Financial Services Tax - Asset Wealth Management - Ma PwC UK, Manchester, England, United Kingdom About The Role Advisory role as tax compliance work is delivered from our compliance centre. As an Asset Wealth Manager in this key financial services tax team, you will be responsi ...

Senior Wealth Consultant – HNW and Professional Partnerships

We’re growing and want you to be a part of our journey. Senior Wealth Consultant – HNW and Professional Partnerships Our legacy gives us a deep understanding and unique insight in Professional Partnerships and the needs and requirements of their Partners. We are building a proposi ...

Senior Wealth Advisor HNW & Professional Partnerships (Hybrid)

A leading financial services firm is seeking a Senior Wealth Consultant to provide comprehensive financial advice. The ideal candidate will have exceptional financial planning skills and a proven ability to maintain a high net worth client base. Responsibilities include engaging with legal and accountancy firms, ...

Senior Private Wealth Lead Wills, Trusts & Succession

A leading law firm is seeking a Head of Private Wealth Solicitor to lead high-net-worth services and shape the future of their private wealth practice. The successful candidate will be responsible for providing expert legal advice, mentoring junior attorneys, and ensuring outstanding client care. Offering a comp ...

Senior Private Client Lawyer | Estates & Wealth Lead

A leading UK law firm in Exeter seeks an experienced Senior Private Client Lawyer to lead complex estate administration matters and enhance their Wills & Probate team. This role involves mentoring junior lawyers and driving operational efficiency within a collaborative culture. The firm offers a competitive sala ...

UK Wealth Advisor Recruiter – Drive AUM Growth

A leading wealth management firm is seeking a Senior Recruitment Specialist to drive growth in the UK. This hybrid role involves building networks of financial advisors, sourcing talent, and achieving ambitious targets. With a positive culture and significant bonuses for performance, this position offers an oppo ...

EMEA Wealth Lending Product Owner: Drive Innovation

A leading financial institution in Greater London is seeking a Lending Product Owner in Wealth Management to innovate product offerings and lead the product life cycle. The successful candidate will manage product strategy, collaborate with cross-functional teams, and utilize data to enhance client experiences. ...

Senior Data Architect — Wealth & Asset Management (Hybrid)

A financial consultancy is looking for a Senior Data Architect to lead complex data architecture initiatives in Wealth & Asset Management. The role involves designing cloud-native platforms, defining enterprise data strategies, and engaging with senior stakeholders. Candidates should have deep knowledge of data ...

Global Wealth Advisor — Remote, High Earnings Potential

A leading financial advisory firm seeks experienced Financial Advisers to work remotely, offering strong earning potential and access to international markets. Key responsibilities include providing tailored financial planning and wealth management solutions, assessing clients' financial situations, and ensuring ...

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    Wealth Tech Software Engineer Associate Pythonjava Jobs in United Kingdom Job Search Guide, Trends and Insights