Wealth Manager - London Area

We are a fast-paced company that prides itself on our culture and we're looking for an Associate Wealth Manager to join our friendly team. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other out. · In the last 2 years, ...

We are offering an exciting three-month unpaid internship within a prestigious FTSE 100 wealth management firm based in our Fenchurch Street London office. This opportunity provides hands-on exposure to the day-to-day operations of a leading wealth management business and is idea ...

+ Private Wealth Manager Responsibilities: · Undertake all aspects of client relationship management across the end to end client lifecycle · Managing a large and established book of private wealth clients · ...

Wealth Planning Assistant – London (Hybrid) · A well-established wealth and financial planning business is seeking a Wealth Planning Assistant to join its growing team in London.Maintaining accurate client records, plans, fees and tasks on internal systems · Providing day-to-day ...

We are looking for a driven and ambitious individual to join our global investment banking company as a Wealth Management Associate. · A fast-track pathway to becoming a fully qualified Financial Advisor. · Comprehensive training to develop your wealth management expertise. · ...

Wealth Management Trainee: Kick-start your career in financial advisory as a Wealth Management Trainee. · ...

Wealth Management Assistant provides comprehensive business and administrative support to Advisers in a fast-paced environment supporting high-net-worth clients. · Managing diaries and emails. · Maintaining accurate records of meetings and notes in Salesforce. · ...

We are seeking an experienced Customer Proposition Manager to join a recently formed Wealth Customer Proposition team. This role sits at the centre of shaping the future Wealth proposition... ...

An excellent opportunity to join a highly rated UK wealth and asset management business in a senior product governance role, · with accountability for Consumer Duty, Product Governance, · Periodic Product Reviews and Fair Value Assessments across an established investment proposi ...

Ref: 597ASIPB · Title: Investment Advisor – Wealth Management · Location: London · Salary: Attractive · Date: 23rd February 2026 · Our client is looking for an Investment Advisor to provide guidance and suggestions on investment services offered by the bank. The individual is goi ...

We are seeking an experienced Advice Services professional to own and develop our UK wealth advice services and associated wrappers, · Lead Periodic Product Reviews (PPR) and Fair Value Assessments (FVA) · Maintain a strong understanding of the advice market · ...

Data Platform Lead · London, City · £highly competitive, with bonus and bens · Lead the hands-on design and evolution of a · shared enterprise data model · across wealth and asset management divisions. You will be responsible for modeling, overseeing and guiding the integration o ...

The company is a boutique wealth management firm seeking a File Reviewer for high-quality client file reviews to ensure suitable and compliant advice. · ...

An excellent opportunity has arisen within the Wealth Management division of a leading Investment Bank for an experienced Compliance Advisory professional with a strong background in Financial Services. · ...

PMO Analyst – Wealth Management Transformation · London · Albany Beck is partnering with a leading Investment Bank to support a major business change and transformation agenda. We're looking for a PMO Analyst to join a high-performing Transformation Management Office (TMO), worki ...

Data Consultant | Wealth Management | £60,000 + Benefits | Hybrid London · Data Engineer / Senior Data Analyst required for a growing Wealth Management organisation, supporting the evolution of its data platform, reporting capability, and architecture. This is a hands-on role com ...

This role provides hands-on experience in building new laptop and desktop workstations, managing desk moves, and providing ad hoc support as needed. · A leading Wealth Management firm is dedicated to delivering exceptional experiences for both clients and employees, leveraging te ...

The Company: A highly successful Wealth Management firm. The Head of Finance/Finance Director will lead a finance team within this wealth planning firm and oversee all finance operations. ...

This role is for an experienced Advice Services Manager to join a growing Wealth Customer Proposition team that is redefining how Wealth Advice services are delivered.The role focuses on both overseeing existing advice services through periodic reviews and value assessments, · wh ...

We are seeking an experienced Investments Advice Product 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 del ...