Top Tech Jobs & Startup Jobs in London

Provides client service for private wealth management accounts, partnering with Portfolio Managers and Directors. Responsibilities include handling client administrative requests, opening accounts, maintaining regulatory compliance, responding to clients and advisers, preparing reports, supporting process improvements, training colleagues, and coordinating with Operations teams to deliver seamless client experiences.

Performs billing and revenue administration, including fee amendments, invoice production, quarterly management fee invoicing, accruals, reconciliations, and revenue analysis. Manages operational queries, maintains workflow reporting, investigates process failures, and recommends corrective actions. Uses Excel and Microsoft automation tools to streamline processes, improve controls, reduce manual work, and support data-driven decision-making across Finance and Wealth Management.

Provides proactive, confidential executive support to the Chief Investment Officer and Global Head of Banking, Lending & Trading. Responsibilities include complex diary and inbox management, travel coordination, leadership meeting organization, preparation of agendas and briefing materials, minute-taking, action tracking, stakeholder communication, and handling sensitive information. The role requires strong judgment, discretion, organization, business awareness, and the ability to manage competing priorities across two senior executives.

Two-year wealth management graduate programme supporting private client teams at Cazenove Capital. Trainees gain experience in investments, financial planning, portfolio management, and client relationship management while developing analytical, communication, problem-solving, and commercial skills. The programme includes structured training, professional qualifications, mentoring, and exposure to high-net-worth individuals, family offices, charities, and advisers.

Two-year wealth management graduate programme supporting private client teams at Cazenove Capital. The trainee will develop expertise in investments, financial planning, client relationship management, and investment advice while working with experienced professionals and high-net-worth clients. The programme includes structured training, professional qualifications, networking, and mentorship. Candidates should demonstrate numerical ability, commercial awareness, communication, problem-solving, curiosity, collaboration, and an interest in financial markets and emerging technologies.

Provides high-quality administrative and executive support to senior wealth management leaders and the UK Executive Assistant team. Responsibilities include diary and meeting management, travel coordination, expense processing, event planning, presentation and correspondence preparation, stakeholder communication, confidentiality, and ad hoc administrative coordination. The role also supports team coverage and continuity during periods of increased demand or absence.

Owns divisional Revenue and AUM planning, forecasting, reporting, governance, and performance analysis for Wealth Management. Partners with regional Finance Business Partners to consolidate insights, challenge assumptions, model scenarios, identify risks and opportunities, and support strategic initiatives. The role translates financial and commercial performance into actionable recommendations, improves forecasting methodologies and reporting tools, and supports senior stakeholder decision-making across a complex financial services business.

Support Wealth Management FP&A through variance analysis, budgeting, forecasting, cost allocation, performance tracking, financial reporting, reconciliations, and ad hoc analysis. The role partners with finance business partners and senior stakeholders to explain financial drivers, identify risks and opportunities, improve processes, and maintain accurate finance systems and reporting.

Manage client and event onboarding cases from intake through completion. Coordinate requirements, task sequencing, platform capability assessments, offshore delivery teams, workflow updates, reference data checks, control evidence, stakeholder communications, and risk escalation. Maintain accurate case statuses, meet deadlines and quality standards, and contribute to improving onboarding playbooks, templates, and documentation.

Leads Schroders’ Wealth Management Operational Risk team within the second line of defence. Oversees risk and control assessments, risk events, emerging risks, governance reporting, operational risk capital scenarios, internal controls reporting, regulatory initiatives, and risk appetite activities. Manages two operational risk managers, advises senior stakeholders, challenges first-line business teams, presents to governance committees, and develops a strong operational risk culture.