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...

This is a great opportunity to work for a fantastic financial services organisation where you will have the opportunity to develop a worthwhile career. You could be just the right applicant for this job Read all associated information and make sure to apply. The Role The role of the Client Services Administrator is to provide first class client care for clients of the business. Key...

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.

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 grow your skills,...

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.

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...

You will combine traditional fundamental equity analysis with rigorous quantitative and factor‐based approaches to drive investment decisions, collaborating with fundamental analysts and portfolio managers, monitoring the trade process, and contributing quantitative investment and portfolio construction ideas for implementation across global markets.

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...

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

Company Description Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. Be part of a global consulting powerhouse, partnering with clients on their most critical strategic transformations. We are Wavestone. Energetic, solution-driven experts who focus as much on people as on performance and growth. Hand in hand, we share a deep...

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...

Wealth Management, Investment Solutions Product Development, Associate, London LONDON, LONDON, United Kingdom - Job Identification 210705394 - Job Category Product Development - Business Unit Asset & Wealth Management - Posting Date 01/26/2026, 01:35 PM - Locations 60 Victoria Embankment, London, Greater London, EC4Y 0JP, GB - Apply Before 02/16/2026, 05:00 AM - Job Schedule Full time - Job...

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 -...

Wealth Manager – High‐Net‐Worth & Institutional Clients Location: Hybrid role – but predominantly field-based Most days will involve external meetings with clients, introducers, or partners. Occasional attendance at the Hertfordshire-based office for internal meetings or collaboration. Salary: Competitive + Bonuses & Commission. Employment Type: Full‐Time A leading financial services...

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...

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 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.