Top Tech Jobs & Startup Jobs in London

Manage a defined portfolio of US clients through a UK operating model, providing investment expertise, portfolio oversight, client service, and relationship growth. Responsibilities include understanding client objectives and risk profiles, supporting reviews and implementation, meeting revenue and asset targets, maintaining regulatory compliance and documentation, managing risk, collaborating with investment and planning specialists, and coaching junior colleagues.

Provides administrative and client servicing support to Wealth Planners and Paraplanners. Responsibilities include preparing suitability documentation, processing new business applications, obtaining provider information, managing client servicing requests, maintaining accurate records, reconciling fees and commissions, supporting reporting, and ensuring compliance with regulatory and internal procedures. The role also involves liaising with providers and clients, tracking cases through completion, escalating risks, and maintaining clear audit trails.

Supports the Global Head of Wealth Operations with strategy, governance, planning, and execution. Responsibilities include cost and workforce management, KPI and management information reporting, executive governance reporting, operational risk oversight, leadership coordination, and people and culture initiatives. The role partners across Finance, HR, Risk, Compliance, Technology, Transformation, and Operations to drive priorities, improve reporting, and coordinate strategic actions.

Ten-week Wealth Management Portfolio Management internship at Cazenove Capital, providing training, live project experience, client exposure, investment knowledge, and networking. Interns collaborate with experienced professionals across portfolio management, financial planning, and client relationship management while developing analytical, communication, and problem-solving skills. The programme is based in London and may lead to the 2028 Graduate Programme based on performance.

Administer billing and revenue processes, including fee amendments, invoice production, quarterly fee invoicing, accruals, reconciliations, and revenue analysis. Respond to operational queries, maintain process logs, investigate failures, and recommend corrective actions. Improve and automate finance workflows using Excel, Power Query, Power Automate, Copilot, and related tools while maintaining strong controls, accuracy, and stakeholder relationships.

Ten-week Wealth Planning internship within Cazenove Capital and Schroders. Interns receive training, contribute to live wealth management projects, shadow experienced professionals, network with leaders, and gain exposure to financial planning, investments, client relationship management, and client service. The role seeks analytical, detail-oriented, proactive, empathetic candidates with strong communication skills, market awareness, and interest in AI. Applicants must have completed their second year and be on track to graduate in 2028.

Two-year graduate programme in wealth management and portfolio management. The Wealth Trainee will work with private client teams, gaining experience in investments, financial planning, portfolio management, and client relationship management. Responsibilities include analyzing complex data, supporting client needs, communicating with diverse audiences, collaborating with experienced professionals, and developing practical solutions. The programme includes professional qualifications, structured training, networking, mentoring, and work simulation assessments.

Two-year Wealth Trainee programme within Cazenove Capital’s Wealth Planning team. The trainee will support advisers serving high-net-worth clients, develop knowledge of financial planning and investments, assist with client relationship management, analyze complex information, communicate with varied audiences, and build practical solutions. The programme includes structured training, professional financial planning qualifications, networking, and mentoring. Candidates should be graduates with strong numerical, communication, collaboration, problem-solving, commercial-awareness, and learning skills.

Two-year People and Culture graduate programme involving rotations across employee relations, talent management, inclusion and diversity, compensation and benefits, recruitment, learning and development, and people operations. Responsibilities include analysing people data, supporting HR projects, improving processes, contributing to employee experience initiatives, collaborating with global stakeholders, reviewing market data, and supporting employee events and engagement activities.

Support Wealth Planners with client financial planning needs, including researching solutions, drafting recommendation letters, preparing proposals, managing client correspondence, and checking file compliance. Build client relationships, attend meetings, liaise with insurance providers, and maintain accurate records. Serve as a technical resource for junior colleagues, provide training, contribute to process-improvement projects, and uphold high standards of client service and financial planning expertise.