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1,594

Wealth Management jobs in United Kingdom

Portfolio Manager

Portfolio Manager
Core-Asset Consulting Ltd
City of Edinburgh
GBP 50,000 - 80,000
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Assistant Portfolio Manager for Wonderful Investment Management Firm, 40k plus benefits

Assistant Portfolio Manager for Wonderful Investment Management Firm, 40k plus benefits
Annabel Taylor Recruitment Limited
London
GBP 35,000 - 50,000

Product Manager - Transfer Agency

Product Manager - Transfer Agency
ZILO
London
GBP 70,000 - 100,000

Equities Cash Connectivity – Exchange Connectivity Analyst/Engineer

Equities Cash Connectivity – Exchange Connectivity Analyst/Engineer
Citigroup Inc.
Belfast
GBP 45,000 - 65,000

Financial Advisor

Financial Advisor
Ortus PSR Ltd.
Ainsdale-on-Sea
GBP 55,000 - 65,000
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Register Your Interest - 2026 Communications & Branding Industrial Placement

Register Your Interest - 2026 Communications & Branding Industrial Placement
Industry Placements
City Of London
GBP 20,000 - 30,000

Senior Client Services (6-months) | London, UK | Hybrid

Senior Client Services (6-months) | London, UK | Hybrid
Hays
London
GBP 45,000 - 60,000

Independent Financial Adviser

Independent Financial Adviser
Contract Personnel Limited
Greater Lincolnshire
GBP 30,000 - 50,000
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Financial Adviser

Financial Adviser
Recruit UK
Aylesbury
GBP 50,000 - 70,000

Senior Financial Planning Administrator

Senior Financial Planning Administrator
Heat Recruitment
England
GBP 40,000 - 46,000

Financial Adviser

Financial Adviser
Recruit UK
Hatching Green
GBP 50,000 - 70,000

Paraplanner

Paraplanner
IDEX Consulting
Leeds
GBP 35,000 - 50,000

Turkish Speaking Self Employed Mortgage Advisor

Turkish Speaking Self Employed Mortgage Advisor
OneDome
United Kingdom
GBP 40,000 - 70,000

Self Employed Mortgage Advisors

Self Employed Mortgage Advisors
OneDome
United Kingdom
GBP 50,000 - 100,000

Financial Planning Associate

Financial Planning Associate
The Opportunity Hub UK
West Midlands Combined Authority
GBP 35,000 - 41,000

Goldman Sachs Asset & Wealth Management - Client Portfolio Manager, ETF Fixed Income - Analyst/[...]

Goldman Sachs Asset & Wealth Management - Client Portfolio Manager, ETF Fixed Income - Analyst/[...]
Goldman Sachs, Inc.
London
GBP 70,000 - 120,000

Financial Administrator/Trainee Paraplanner - HYBRID

Financial Administrator/Trainee Paraplanner - HYBRID
ZipRecruiter
City of Edinburgh
GBP 23,000 - 26,000

Software Engineer III - Full Stack Java / Kafka

Software Engineer III - Full Stack Java / Kafka
JPMorgan Chase & Co.
Glasgow
GBP 55,000 - 85,000

Goldman Sachs Asset & Wealth Management - Client Portfolio Manager, ETF Fixed Income – Analyst/[...]

Goldman Sachs Asset & Wealth Management - Client Portfolio Manager, ETF Fixed Income – Analyst/[...]
Goldman Sachs
London
GBP 70,000 - 100,000

Software Engineer III- iOS- Nutmeg- Mid Level

Software Engineer III- iOS- Nutmeg- Mid Level
Nutmeg Saving and Investment Limited
London
GBP 55,000 - 85,000

Asset & Wealth Management - Sustainable Product Marketing Analyst - London

Asset & Wealth Management - Sustainable Product Marketing Analyst - London
Goldman Sachs
London
GBP 35,000 - 55,000

Finance Systems Data Modelling Analyst

Finance Systems Data Modelling Analyst
FNZ Group
City of Edinburgh
GBP 45,000 - 65,000

Lead Software Engineer- Java- Hands On- Nutmeg

Lead Software Engineer- Java- Hands On- Nutmeg
Nutmeg Saving and Investment Limited
London
GBP 70,000 - 95,000

Senior Content Manager

Senior Content Manager
InvestEngine Limited
London
GBP 45,000 - 70,000

Employed IFA required Wealth Management IFA, Client portfolio

Employed IFA required Wealth Management IFA, Client portfolio
Astral Recruitment
United Kingdom
GBP 65,000 - 100,000

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Portfolio Manager

Core-Asset Consulting Ltd
City of Edinburgh
GBP 50,000 - 80,000
Job description

Job Description:

We are working on an exciting opportunity for a Portfolio Manager to join the team at a leading investment firm in Edinburgh. The successful candidate will be responsible for managing all elements of client portfolios, including client relationships, portfolio construction, investment research, and business development.

Skills/Experience:
  • CISI Level 7 Wealth Management qualification or FCA recognised equivalent.
  • In-depth knowledge of financial instruments, asset classes, portfolio construction methods, and investment risk.
  • Excellent communication skills with the ability to clearly and succinctly summarise complex issues.
Core Responsibilities:
  • Construct, implement, and monitor suitable client portfolios.
  • Manage Private Client portfolios in the best interests of clients, following the firm's processes.
  • Provide a first-class standard of client service to build long-lasting relationships.
  • Participate actively in the Asset Allocation Committee, Stock Selection Committee, and Asset Research Groups.
  • Develop the business by marketing the firm to potential new clients.
  • Collaborate closely with Financial Planners to serve a growing client base.
Benefits:
  • Highly competitive salary
  • Wider benefits package

Core-Asset Consulting is an equal opportunities employer and welcomes applications from everyone regardless of age, disability, gender, gender identity or expression, race, ethnicity, sexual orientation, religion, marital or civil partnership status, or pregnancy.

Job reference: 16144

Applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting provides recruitment services to the asset management, finance, legal, and wider financial services sectors in Scotland.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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