Wealth Management Administrator jobs

Job Description The Client Services & Advisor Services Administrator role will support the smooth delivery of services within the financial planning and wealth management team. Based in London, this temporary role is ideal for someone with a keen interest in financial services. Experience with Salesforce CRM would be advantageous. Client Details The employer is a small-sized organisation...

Job Description This is a great opportunity to work for a fantastic financial services organisation where you will have the opportunity to develop a worthwhile career. The Role The role of the Client Services Administrator is to provide first class client care for clients of the business. Key Responsibilities and Outputs Processing of new business following all company procedures and...

Job Description Senior Tax Manager (Wealth & Asset Management) Manchester & Newcastle £65,000 - £90,000 + Benefits + Bonus We are currently working with a leading Big 4 Accountancy firm in the North who are looking to grow their Private Capital team across both Manchester & Newcastle, focusing on their Wealth & Asset Management sector. The team itself focus on advising clients in the Wealth &...

You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities - Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.

You will regularly translate complex technical risks, timelines, and dependencies into clear business context for leadership, while supporting broader infrastructure and platform road-mapping efforts.

You will work closely with senior management to implement growth strategies while overseeing accounts and contributing to wider business objectives. The ideal candidate is a driven and commercially minded professional from a management background, motivated by results and looking to progress their career within a growing business.

Job Description Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to...

You must have accrued high calibre FIG expertise and deal experience - Keen interest and desire to continue working in the investment banking industry, you will have 3-6 years of experience at an Investment Bank, Boutique M&A Advisor or within a Big 4 Corporate Finance team, with direct financial services deal experience

Job Description This role is a 12 month Fixed Term Contract. Carry out desk based and thematic reviews of the firm's Wealth Management Division, as part of second line of defense and in line with the firm’s risk-based compliance monitoring programme. Skills and Qualifications Required - Demonstrable experience in a Compliance Monitoring role preferably gained in a Wealth or Asset Manager -...

Are you ready to help shape the future of wealth advice? Our client is seeking an experienced Advice Services Manager to join our newly formed Wealth Proposition Team. This is a high-impact contract role offering the opportunity to redefine how robust periodic product reviews, fair value assessments, and customer outcomes are delivered across our existing wealth and asset management...

A leading Wealth Management firm is seeking a Head of MI Platform to drive the development and optimization of MI solutions. This strategic leadership role demands proven experience in delivering MI/BI platforms within complex settings, with expertise in Microsoft Azure services and a strong understanding of data governance. Responsibilities include partnering with various stakeholders to deliver...

A leading bank is seeking a Senior Client Service Executive in Glasgow to support Private Bank Wealth Management by providing expert knowledge and exceptional client service. Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. The role involves driving service-level delivery, managing risks, and collaborating with...

A leading consulting firm in London is seeking a Wealth & Asset Management Discretionary / Advisory Specialist with over 10 years of experience. This role involves designing investment strategies, leading transformation projects, and collaborating with clients to optimize their operations. The ideal candidate possesses deep industry expertise and a passion for driving change within a hybrid work...

A leading global financial institution in the United Kingdom is seeking an Associate in Investment Solutions Product Development. In this role, you will lead change management initiatives and support product development processes. The ideal candidate will have experience in asset and wealth management, excellent communication skills, and proficiency in MS Office applications. This position offers...

Job Description Tax Manager (Wealth & Asset Management) Manchester & Newcastle £55,000 - £70,000 + Benefits + Bonus We are currently working with a leading Big 4 Accountancy firm in the North who are looking to grow their Private Capital team across both Manchester & Newcastle, focusing on their Wealth & Asset Management sector. The team itself focus on advising clients in the Wealth & Asset...

UK - London Wealth & Asset Management Discretionary / Advisory Specialist Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent Shape the future of Wealth & Asset Management The Role Capco is a key consulting partner to leading wealth managers and private banks, supporting the definition and execution of their strategic priorities. Our work spans client...

You will regularly translate complex technical risks, timelines, and dependencies into clear business context for leadership, while supporting broader infrastructure and platform road-mapping efforts.

You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.

You will regularly translate complex technical risks, timelines, and dependencies into clear business context for leadership, while supporting broader infrastructure and platform road-mapping efforts.