27 jobs found

A leading investment management organisation is seeking a Fund Operations Specialist to join their highly regarded operations team in Edinburgh. We are looking for Fund Ops professionals with experince working with Unit Trusts and OIECSThis is an exceptional opportunity for you to play a pivotal role in supporting the launch and ongoing operation of a diverse range of funds, while collaborating with knowledgeable colleagues across the business. FUND OPERATIONS SPECIALIST Salary: Competitive and based on experienceLocation: Edinburgh Hybrid: 2 days in office/ 3 days from home, with flexibility to attend the office more frequently if preferred. A leading UK wealth management organisation is seeking a Fund Operations Specialist to join their highly regarded operations team in Edinburgh. This is an exceptional opportunity for you to play a pivotal role in supporting the launch and ongoing operation of a diverse range of funds, while collaborating with knowledgeable colleagues across the business. With a strong focus on work-life balance, flexible working options are available to help you thrive both personally and professionally. What you'll do: Liaise with the fund administrator (transfer agent and fund accountant), custodian, and trustee & depositary on matters relating to fund launches and ongoing fund operations. Provide support for projects, including the launch of new funds, acting as a key representative in project meetings and supporting the incorporation of new initiatives into the existing operational and monitoring structure. Act as a key liaison between the business, fund administrators and project managers, helping coordinate fund launches and follow up on project deliverables and technical issues that arise. Support the Head of Fund Operations in implementing process changes and developing new operational functions across the firm's fund range. Participate in operational activities supporting the existing fund range and the monitoring of services delivered by outsourced administration providers. Handle ad-hoc operational issues and queries, including validation of information, management information (MI) and data requests. Participate in meetings with the administrator and trustee/depositary as required. Assist with the development of oversight and monitoring frameworks, including contributing to processes and procedures. Undertake project work as required, providing qualified direction to the fund administrator following research, analysis and investigation where necessary. Provide fund-related operational support to other departments and senior management, including second-checking, proof-reading and sharing best practice. Prepare submissions to internal committees and respond to audit requests. Interpret relevant regulations, statements of recommended practice and guidelines, assessing operational implications and making recommendations accordingly. Create and document new operational procedures where required. Analyse data and MI to identify trends, issues or anomalies. Deliver training to Fund Operations colleagues on any new processes created for new funds. Provide occasional cover for BAU Fund Operations activities, including NAV oversight where required. What you bring: Demonstrated experience within fund custody or administration environments- ideally gained at a custodian bank, fund management company or fund administrator- with deep understanding of transfer agency and fund accounting functions. Experience working with Unit Trusts and OEICs is essential; exposure to currency hedging and money market funds would be advantageous. Comprehensive knowledge of regulations governing funds (including FCA rules), with proven ability to interpret regulatory frameworks accurately and apply them effectively within operational settings. Experience coordinating projects or initiatives related to fund launches within financial services environments. Ability to analyse complex data sets thoroughly- identifying trends or anomalies- and present findings clearly for decision-making purposes. High degree of attention to detail when reviewing documentation or validating information under strict deadlines. Familiarity with CASS regulations would be advantageous but not essential. Excellent written, verbal, and presentation communication skills that enable you to connect with stakeholders at all levels both internally and externally. Please apply today by submitting your CV! Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Junior Paraplanner / Senior Technical Administrator Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) £35k - £42k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Administrator/Junior Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, helping with onboarding new business and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.

Continuous Improvement Assistant Leicester (Our Ref AL1400) Salary c£30,000 dep on exp + benefits My client is an award-winning wealth management, pensions and investments company and they now have an exciting new opportunity for an individual to support the Head of Operations in driving operational excellence and performance gains across the business by assisting in initiatives that enhance client journeys, progress digitisation and automation efforts and embed a culture of continuous improvement throughout the business. All improvement activities should be aligned with strategic business goals. MAIN RESPONSIBILITIES: Technology Enablement Partner with IT support & system suppliers to identify and implement technology solutions that improve operational efficiency. Champion automation and data-driven decision-making across departments. Champion continuous improvement and performance tracking. Champion and assist workflow automation. Assist the improvement of data flow and visibility. Support data governance and ensure secure handling of client and operational data. Process & Procedure Optimisation Assist the analysis of existing operational workflows and identify inefficiencies. Collaborate with key stakeholders to identify opportunities for digitisation & automation that streamline processes and reduce manual effort. Assist in the redesign and improvement of business processes. Collaborate with key internal stakeholders to implement standardisation and maintaining best practice. Client Experience Enhancement Work closely with client-facing teams to understand pain points and improve service delivery. Enhance client and employee experiences across key touchpoints. Assist the mapping and redesign of client journeys to ensure seamless, high-quality interactions. Assist in digital transformation initiatives that enhance client engagement and satisfaction. Performance & Culture Measure the impact of improvement initiatives. Use data-driven insights to measure performance and identify areas for improvement. Support a continuous improvement culture through training, coaching, and stakeholder engagement. Coordinate workshops and training sessions to promote digitalisation, automation, new processes and continuous improvement. Support leadership in driving cultural change aligned with strategic goals. Service and Compliance Always operate in accordance with the Rules of the FCA, the CII code of conduct and our company policies and procedures. Ensure that the firm's high standards of client care are met by demonstrating competence in all aspects of your role. Ensure all improvement initiatives align with FCA regulations and internal compliance standards. Participate in audits and risk assessments to identify areas for improvement. Consistently illustrate our company values The Ideal Person - Qualifications & Work Experience: Essential Educated to A level standard (or equivalent) as a minimum. Willing to undertake further study to improve technical knowledge Desirable System experience of Intelligent Office. Degree in Finance, Economics or Business (or equivalent work experience) More than 2 years' experience in a financial services or continuous improvement role. Proven experience in continuous improvement, business process optimisation, and operational excellence. Experience in systems integration. Familiarity with digital transformation, automation tools, technology optimisation and change management. Experience with Lean, Six Sigma, or similar methodologies. Strong understanding of FCA regulatory environment. Skills & Abilities Required: Essential Competent user of Office 365. Ability to work independently and collaboratively. Strong analytical and problem-solving capabilities. Excellent interpersonal skills. Excellent communication skills both written and verbal. Demonstratable eye for detail and getting tasks right the first time. Effective time management skills. Ability to consistently meet deadlines. Desirable Strong understanding of SharePoint, One Drive and Teams. Excellent analytical, project management, and stakeholder engagement skills. Ability to influence cultural change and drive performance improvements. Ability to implement technology-driven solutions Ability to manage communications with several key stakeholders. BENEFITS 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available Discretionary bonuses 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. 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Practice Manager - St. James's Place Partner Practice Location: North London (Beautiful, Modern Offices) Salary: £40,000 - £50,000 + Benefits (DOE) Hours: Flexible Working About the Practice A well-established and highly regarded St. James's Place Partner Practice in North London is seeking a forward-thinking and experienced Practice Manager to take ownership of the day-to-day running of the business. We have worked closely with this Practice over the years and have seen first-hand its steady, organic growth. As part of their exciting expansion plans, they have recently incorporated a retiring Adviser's client bank from within the SJP community and intend to welcome four additional team members before the end of Q2 next year . To support this continued evolution, they are now looking to appoint a capable and inspiring Practice Manager. The Practice delivers tailored financial planning and wealth management solutions to private clients, with a strong reputation for exceptional service and long-standing relationships. Operating from stunning, contemporary offices, this is a fantastic opportunity for an organised professional who thrives in a growing, quality-driven environment. The Role As Practice Manager, you will be at the heart of the business, ensuring seamless operational performance and providing leadership across the Administration and Paraplanning functions. You will work closely with the Partner and the Senior Management Team, contributing to both strategic and operational initiatives. This position is designed with future progression in mind - the successful candidate can expect to evolve into an Operations Manager role as the Practice continues to expand. Key Responsibilities Take ownership of the Practice's daily operations, continually refining processes to promote efficiency and outstanding client care. Lead, mentor, and guide the Administration and Paraplanning teams with regular team engagement, coaching, and structured performance management. Oversee and embed compliance standards in line with SJP and FCA guidelines, ensuring the Practice remains audit-ready at all times. Coordinate client servicing activity, including review meeting preparation, diary management, pipeline oversight, and workflow monitoring. Work closely with the Partner on operational planning, management reporting, and identifying opportunities to enhance systems and procedures. Maintain structured and accurate client and business records through the Practice's CRM and internal systems. Serve as a central point of escalation for operational matters, liaising with clients, the SJP Head Office, and internal stakeholders as needed. About You You'll bring demonstrable experience in a Practice Management, Operations Lead, or Senior Support role within an SJP Partner Practice or reputable wealth management firm. A natural organiser with strong people-management skills, able to juggle competing demands while keeping the team motivated and aligned. Comprehensive understanding of financial planning processes, client lifecycle management, and regulatory responsibilities. Meticulous, proactive, and solutions-oriented, with a commitment to maintaining high standards across the business. An engaging communicator who builds rapport easily and represents the Practice with professionalism. Confident working with Microsoft Office and familiar with CRM systems; experience with Salesforce or Intelliflo is a bonus. What's on Offer Salary of £40,000 - £50,000 , depending on experience. The chance to join a respected and well-run SJP Partner Practice with a welcoming and supportive culture. Long-term career development, including a clear path toward an Operations Manager position. A beautiful office environment in North West London, offering a collaborative, ambitious, and people-focused atmosphere. Please contact Sam at Financial Divisions for more information for this role, thank you.

Hours: Flexible Working About the Practice A well-established and highly regarded St. James's Place Partner Practice in North London is seeking a forward-thinking and experienced Practice Manager to take ownership of the day-to-day running of the business. We have worked closely with this Practice over the years and have seen first-hand its steady, organic growth. As part of their exciting expansion plans, they have recently incorporated a retiring Adviser's client bank from within the SJP community and intend to welcome four additional team members before the end of Q2 next year . To support this continued evolution, they are now looking to appoint a capable and inspiring Practice Manager. The Practice delivers tailored financial planning and wealth management solutions to private clients, with a strong reputation for exceptional service and long-standing relationships. Operating from stunning, contemporary offices, this is a fantastic opportunity for an organised professional who thrives in a growing, quality-driven environment. The Role As Practice Manager, you will be at the heart of the business, ensuring seamless operational performance and providing leadership across the Administration and Paraplanning functions. You will work closely with the Partner and the Senior Management Team, contributing to both strategic and operational initiatives. This position is designed with future progression in mind - the successful candidate can expect to evolve into an Operations Manager role as the Practice continues to expand. Key Responsibilities Take ownership of the Practice's daily operations, continually refining processes to promote efficiency and outstanding client care. Lead, mentor, and guide the Administration and Paraplanning teams with regular team engagement, coaching, and structured performance management. Oversee and embed compliance standards in line with SJP and FCA guidelines, ensuring the Practice remains audit-ready at all times. Coordinate client servicing activity, including review meeting preparation, diary management, pipeline oversight, and workflow monitoring. Work closely with the Partner on operational planning, management reporting, and identifying opportunities to enhance systems and procedures. Maintain structured and accurate client and business records through the Practice's CRM and internal systems. Serve as a central point of escalation for operational matters, liaising with clients, the SJP Head Office, and internal stakeholders as needed. About You You'll bring demonstrable experience in a Practice Management, Operations Lead, or Senior Support role within an SJP Partner Practice or reputable wealth management firm. A natural organiser with strong people-management skills, able to juggle competing demands while keeping the team motivated and aligned. Comprehensive understanding of financial planning processes, client lifecycle management, and regulatory responsibilities. Meticulous, proactive, and solutions-oriented, with a commitment to maintaining high standards across the business. An engaging communicator who builds rapport easily and represents the Practice with professionalism. Confident working with Microsoft Office and familiar with CRM systems; experience with Salesforce or Intelliflo is a bonus. What's on Offer Salary of £38,000 - £42,000 , depending on experience. The chance to join a respected and well-run SJP Partner Practice with a welcoming and supportive culture. Long-term career development, including a clear path toward an Operations Manager position. A beautiful office environment in North West London, offering a collaborative, ambitious, and people-focused atmosphere. Please contact Sam at Financial Divisions for more information for this role, thank you.

Hours: Flexible Working About the Practice A well-established and highly regarded St. James's Place Partner Practice in North London is seeking a forward-thinking and experienced Practice Manager to take ownership of the day-to-day running of the business. We have worked closely with this Practice over the years and have seen first-hand its steady, organic growth. As part of their exciting expansion plans, they have recently incorporated a retiring Adviser's client bank from within the SJP community and intend to welcome four additional team members before the end of Q2 next year . To support this continued evolution, they are now looking to appoint a capable and inspiring Practice Manager. The Practice delivers tailored financial planning and wealth management solutions to private clients, with a strong reputation for exceptional service and long-standing relationships. Operating from stunning, contemporary offices, this is a fantastic opportunity for an organised professional who thrives in a growing, quality-driven environment. The Role As Practice Manager, you will be at the heart of the business, ensuring seamless operational performance and providing leadership across the Administration and Paraplanning functions. You will work closely with the Partner and the Senior Management Team, contributing to both strategic and operational initiatives. This position is designed with future progression in mind - the successful candidate can expect to evolve into an Operations Manager role as the Practice continues to expand. Key Responsibilities Take ownership of the Practice's daily operations, continually refining processes to promote efficiency and outstanding client care. Lead, mentor, and guide the Administration and Paraplanning teams with regular team engagement, coaching, and structured performance management. Oversee and embed compliance standards in line with SJP and FCA guidelines, ensuring the Practice remains audit-ready at all times. Coordinate client servicing activity, including review meeting preparation, diary management, pipeline oversight, and workflow monitoring. Work closely with the Partner on operational planning, management reporting, and identifying opportunities to enhance systems and procedures. Maintain structured and accurate client and business records through the Practice's CRM and internal systems. Serve as a central point of escalation for operational matters, liaising with clients, the SJP Head Office, and internal stakeholders as needed. About You You'll bring demonstrable experience in a Practice Management, Operations Lead, or Senior Support role within an SJP Partner Practice or reputable wealth management firm. A natural organiser with strong people-management skills, able to juggle competing demands while keeping the team motivated and aligned. Comprehensive understanding of financial planning processes, client lifecycle management, and regulatory responsibilities. Meticulous, proactive, and solutions-oriented, with a commitment to maintaining high standards across the business. An engaging communicator who builds rapport easily and represents the Practice with professionalism. Confident working with Microsoft Office and familiar with CRM systems; experience with Salesforce or Intelliflo is a bonus. What's on Offer Salary of £38,000 - £45,000 , depending on experience. The chance to join a respected and well-run SJP Partner Practice with a welcoming and supportive culture. Long-term career development, including a clear path toward an Operations Manager position. A beautiful office environment in North West London, offering a collaborative, ambitious, and people-focused atmosphere. Please contact Sam at Financial Divisions for more information for this role, thank you.

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid-large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable) Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job related activities.