Top Tech Jobs & Startup Jobs

Provides administrative and coordination support for the Training & Competence function, maintaining records, systems, databases, and spreadsheets; coordinating inductions, examinations, training, CPD, and competence reassessments; managing professional memberships, invoices, budgets, and SharePoint resources; and supporting T&C projects. The role requires strong organisation, attention to detail, communication, stakeholder management, and Excel skills within a financial services environment.

Manage discretionary and advisory investment services for private and semi-institutional clients. Build and retain high-net-worth client relationships, assess objectives and risk tolerance, recommend suitable investments, ensure FCA, AML, KYC, suitability, and Consumer Duty compliance, and provide performance and transaction reporting. The role requires strong financial-market knowledge, relationship-building skills, and a Level 7 Chartered Wealth Manager qualification or equivalent.

Manage discretionary and advisory investment services for private and semi-institutional clients. Responsibilities include building high-net-worth client relationships, assessing objectives and risk, recommending investments, ensuring suitability and regulatory compliance, maintaining KYC documentation, overseeing transactions, reporting performance, and supporting asset and revenue growth. The role requires a Level 7 Chartered Wealth Manager qualification or equivalent, private client investment experience, strong financial market knowledge, and excellent communication skills.

Support Finance Operations Team Manager to deliver accurate trial balance and ledger integrity. Reconcile balance sheet accounts, prepare and post journals, produce monthly lead schedules with commentary, support audits, manage governance and controls, drive process improvements, and mentor team members to ensure timely monthly and quarterly reporting.

The Financial Planner will develop new client relationships, provide personalized financial planning advice, and work with internal colleagues to grow assets and maintain compliance with regulations.

Lead a team to deliver advanced analytics and actionable insights that inform strategic decisions, optimise performance, and drive commercial outcomes. Partner with business leaders to prioritise analytics projects, design models and dashboards, embed analytics standards, improve data quality and enable data-driven decision making across the organisation.

Design, build and maintain cloud-native data platform capabilities across Azure, Databricks and Microsoft Fabric. Deliver reusable, secure, and automated platform components (IaC, CI/CD), embed security-by-design, enable federated data use for analytics, ML and reporting, and support observability, monitoring, and platform reliability while collaborating with product, engineering, security and business stakeholders.

Provide independent oversight of financial advice quality and regulatory controls, perform assurance checks and thematic reviews, support remediation, update systems with review outcomes, and work with planners to ensure good customer outcomes and compliance with Consumer Duty.

Provide administrative support to two Investment Managers: prepare client suitability checks and documentation, maintain CRM and client records, produce reports and correspondence, handle client queries/payments, manage meetings and mail merges, and ensure compliance with internal policies.

Provide administrative and client-facing support to Investment Managers: act as first point of contact, manage account lifecycle (opens, updates, closures), prepare meeting packs and valuations, handle KYC/suitability tasks in CRM, process account amendments, use DocuSign, and maintain accurate records and correspondence.