Top Tech Jobs & Startup Jobs in London

Provides end-to-end administrative and client support for Wealth Planners and Paraplanners. Responsibilities include preparing suitability and recommendation documentation, processing new business applications, obtaining provider information, managing client servicing requests, maintaining accurate records, reconciling fees and commissions, and coordinating with product providers. The role requires strong communication, attention to detail, regulatory awareness, case management, and knowledge of pensions, investment bonds, VCTs, EIS products, and protection products.

Manage and grow a defined portfolio of charity investment clients, delivering high-quality service, retention, and revenue growth. Build trusted relationships, understand client objectives and risk profiles, support portfolio reviews and implementation, and operate within regulatory and governance requirements. Collaborate with investment, planning, risk, and compliance teams while coaching junior colleagues and developing commercial, technical, and client leadership capabilities.

Lead the Derivative Services & Oversight team to manage daily derivative operations, oversee outsourced providers, enforce controls and SLAs, handle escalations, process complex trades and lifecycle events, perform control testing and risk assessments, drive incident remediation, and support process improvement and automation.

Manage client service for private wealth accounts, supporting Portfolio Managers and Directors. Responsibilities include client communication, account administration, onboarding, asset transitions, records maintenance, regulatory compliance, reporting, cash transfer requests, and issue resolution. The role also leads a small team, coordinates with internal teams and custodians, supports systems training and user testing, and contributes to process improvements and consistent service standards.

Leads second-line financial crime compliance oversight for Wealth Management, covering AML, sanctions, fraud, bribery and corruption, tax evasion prevention, and proliferation financing. Provides advice and challenge to first-line teams; oversees high-risk client reviews, regulatory reporting, risk assessments, monitoring, control assurance, governance reporting, policy maintenance, screening and transaction monitoring controls, training, and escalation of material issues.

Supports the construction, implementation, oversight, and allocation of multi-asset private markets portfolios. Responsibilities include quantitative and qualitative portfolio analysis, performance and risk monitoring, liquidity analysis, manager assessment, investment recommendations, client relationship support, preparation of presentations and reports, due diligence, market research, and strategic initiatives.

Provide client service support within a wealth management team by handling administrative requests, account setup, compliance, client communications, reports, and portfolio-related documentation. Work with Portfolio Managers, Directors, Operations, and professional advisers to resolve queries and improve client processes. The role also includes systems training, process testing, mentoring colleagues, and contributing to client service initiatives.

Owns end-to-end prudential regulatory reporting, including data sourcing, transformation, calculations, reconciliations, template completion, controls, and submissions. Leads reporting systems, documentation, data lineage, issue resolution, regulatory change delivery, and process improvements. Manages and coaches reporting team members while partnering with Finance, Risk, Technology, Data, and Change stakeholders to maintain accurate, resilient, audit-ready reporting capabilities.

Finance Business Partner supporting Wealth Management FP&A and the COO organization across Operations, Transformation, Technology, and Data. The role provides commercial insight, performance management, budgeting, forecasting, scenario modeling, business case analysis, benefits tracking, and strategic decision support. It requires constructive challenge, strong stakeholder influence, and the ability to translate financial data into actionable recommendations. Wealth Management experience and exposure to HFM, Power BI, and management allocations are advantageous.

Provides client service and administrative support within a wealth management team. Responsibilities include handling client requests, onboarding accounts, maintaining static data and compliance records, preparing reports, coordinating with portfolio managers and operations teams, supporting process improvements, testing systems, and mentoring colleagues. The role requires strong communication, attention to detail, teamwork, multitasking, Microsoft Office proficiency, and a proactive approach to client outcomes.