Director, Financial Services Wealth Lead
2 weeks ago
Job description KPMG are continuing to develop and grow their Wealth, Pensions and Retail Investments practice and are seeking to appoint Directors to support the ambition of quadrupling the size of the practice over the next three financial years.The RoleYou will be playing a crucial role in helping to drive growth in the Wealth, Pensions and Retail Investments sector.Working closely with the Wealth, Pensions and Retail Investments leadership team to drive growth in the consulting practice, you will be responsible for the sale and delivery of consulting assignments and managed services to a range of firms, predominantly Wealth Managers, Life and Pensions companies, platform businesses, IFA Networks and firms that provide support and outsource services to the Wealth Management industry.You will lead and deliver consulting engagements for Wealth, Pensions and Retail Investment clients, as well as supporting the wider Wealth, Pensions and Retail Investments Consulting team.Managing relationships with senior clients, you will be responsible for growing and commercialising your c-suite and 'heads of' relationships across the industry as well as driving the development of our brand and presence in the market.As part of the role, you will be responsible for identifying opportunities, developing relationships and furthering revenue streams from clients.
You will leverage and develop your own network as well as developing relationships with clients to understand their issues and, from that, develop solutions and add value.Working closely with the Insurance and Asset Management Sector teams and all FS Consulting Partners, you will ensure that the team optimises the ability to help clients and identifies opportunities for KPMG.The PersonYou will have a proven track record of running large scale transformation programmes with multi-disciplined teams within the Wealth, Pensions and Retail Investment industry Significant experience in offering strategic advice around areas of change including; digital transformation, regulatory change, re-platforming, client experience augmentation, organisational re-design, target operating model design and programme delivery.Experience in developing, mentoring and supporting junior staff and teams.
You will take a lead role in developing consulting skills amongst team members who have been hired for their industry experience who have limited consulting experience.Ideally, candidates will have experience in operating in complex global organisations and interfacing with multiple stakeholders with sometimes differing objectives.KPMG OverviewKPMG in the UK is part of a global network of firms that offers Audit, Legal, Tax and Advisory services.
Through the talent of over 16,000 colleagues we bring our creativity, insight and experience to solve our clients' and communities' biggest problems.
We've been doing this for more than 150 years.We aim to be universally recognised as a place for great people to do their best work.
A firm known for our collaborative and inclusive culture, using technology to empower and equip our people to deliver outstanding work with real flexibility - through inspiring workspaces, innovative ways to collaborate and hybrid ways of working.With offices across the UK, we work with everyone from small start-ups and individuals to major multinationals, in virtually every industry imaginable.
Our work is often complex, yet our mission is simple: To support the UK in a connected world.
It guides everything we do, underpinned by our values: Courage, Integrity, Excellence, Together and For Better.#LI-BC1
-
Director, Financial Services Wealth Lead
2 weeks ago
City of Edinburgh, United Kingdom Kpmg Full timeThe Role You will be playing a crucial role in helping to drive growth in the Wealth, Pensions and Retail Investments sector.Working closely with the Wealth, Pensions and Retail Investments leadership team to drive growth in the consulting practice, you will be responsible for the sale and delivery of consulting assignments and managed services to a range...
-
Financial Services Administrator
6 months ago
Edinburgh, United Kingdom Succession Wealth Full time_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...
-
Wealth Management Financial Crime Lead
21 hours ago
City Of London, United Kingdom Michael Page (UK) Full timeWe are recruiting a highly skilled Financial Director to lead our Financial Crime Team in London.Job OverviewThis is an exciting opportunity to join Michael Page (UK), a renowned recruitment agency, and contribute to the success of our clients in the wealth and investment management industry.ResponsibilitiesCompliance and Risk: Assist the MLRO and DMLRO in...
-
Wealth Management Outreach Associate
3 days ago
City of London, United Kingdom Clearwater Wealth Management Full timeJob DescriptionThis role involves contacting qualified inbound leads, introducing them to our wealth management services, and setting appointments for our financial advisors.The successful candidate will be responsible for making outbound calls, effectively communicating the benefits of our services, and scheduling initial appointments.Required...
-
City of Edinburgh, United Kingdom Kpmg-Unitedkingdom Full timeJob description KPMG are continuing to develop and grow their Wealth, Pensions and Retail Investments practice and are seeking to appoint Directors to support the ambition of quadrupling the size of the practice over the next three financial years.The RoleYou will be playing a crucial role in helping to drive growth in the Wealth, Pensions and Retail...
-
Strategic Financial Planner
1 month ago
Edinburgh, Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full timeLOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...
-
Investment Advisor
3 weeks ago
City of Edinburgh, United Kingdom Lom Financial Group - Wealth Management Full timeSalary range – USD$100,000 - USD$350,000 per annum (job title and salary are linked to the amount of assets/production under supervision) bonus.Starting Salary Range $100,000 which will rise quickly with an increase of AUM.The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates in the Cayman Islands...
-
Financial Director
24 hours ago
City Of London, United Kingdom Michael Page (UK) Full timeMichael Page (UK) is seeking a seasoned Financial Director to join their expanding Wealth and Investment Management team in London.About the RoleThis prestigious role offers an attractive salary of £60,000 - £65,000 and a comprehensive benefits package. As a Financial Director, you will be responsible for overseeing the firm's systems and controls to...
-
City of Edinburgh, United Kingdom Kpmg Full timeThe Role You will be playing a crucial role in helping to drive growth in the Wealth, Pensions and Retail Investments sector.Working closely with the Wealth, Pensions and Retail Investments leadership team to drive growth in the consulting practice, you will be responsible for the sale and delivery of consulting assignments and managed services to a range...
-
Technical Lead for Wealth Management Solutions
1 month ago
Edinburgh, United Kingdom Avaloq Full timeCompany Overview:Avaloq is an industry-leading provider of wealth management technology and services. With a global footprint in 12 countries and over 160 clients worldwide, we cater to financial institutions such as private banks, wealth managers, investment managers, and retail banks.
-
Financial Planning Director
3 weeks ago
City of Edinburgh, United Kingdom Seven Investment Management Llp Full timeTo act as a client adviser within the 7IM Private Client Team, offering the full range of wealth management solutions available.Responsibilities Relationship Management: You will be responsible for managing and growing your own portfolio of clients.Where necessary, supporting colleagues in the provision of financial planning advice.Wealth Management: To...
-
Financial Planning Director
6 days ago
City of Edinburgh, United Kingdom Seven Investment Management Llp Full timeTo act as a client adviser within the 7IM Private Client Team, offering the full range of wealth management solutions available.Responsibilities Relationship Management: You will be responsible for managing and growing your own portfolio of clients.Where necessary, supporting colleagues in the provision of financial planning advice.Wealth Management: To...
-
Wealth Management Administrator
2 weeks ago
City of Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral part of our team,...
-
Wealth Management Administrator
3 weeks ago
City of Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral part of our team,...
-
Wealth Management Administrator
5 days ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeWealth Management Administrator">Paying up to £30,000 plus benefits">As a Senior IFA Administrator at JohnstonGreer Ltd, you will play a vital role in supporting our Financial Planning Director and another IFA.">This company delivers exceptional quality service to its High Net Worth clients, focusing on Private Client Investment and Retirement...
-
Investment Advisor
3 weeks ago
Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full timeSalary range – USD$100,000 - USD$350,000+ per annum (job title and salary are linked to the amount of assets/production under supervision) + bonus. Starting Salary Range $100,000 which will rise quickly with an increase of AUM. The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates in the Cayman...
-
Wealth Management Professional
6 days ago
Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full timeWe are Schroders Recruitment, a leading wealth management firm headquartered in London. We offer a range of services, including investment, wealth planning, lending, and family office services. Our team is dedicated to delivering excellent client service and investment management for our clients.The role of an Assistant Fund Manager is a critical one,...
-
Financial Services Director
2 months ago
City Of London, United Kingdom Harper May Ltd Full timeFinance Director OpportunityHarper May Ltd is seeking a highly skilled Finance Director to lead the finance function through a period of growth and development. The successful candidate will be responsible for preparing board reports, managing a finance team, and reporting to external stakeholders.Key ResponsibilitiesDevelop and implement financial planning...
-
City of Edinburgh, United Kingdom Kpmg Full timeJob description Director – Financial Services – Cyber Security Banking The role will be working in the UK Cyber Security practice within our Technology and Data service line in Advisory.Our clients are increasingly under cyber-attack and regulatory scrutiny to demonstrate effective management of cyber risk.Our specialists provide independent, jargon free...
-
Wealth Performance and Analytics Lead
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Lloyds Banking Group Full timeLloyds Banking Group is a leading financial services company that's dedicated to helping Britain prosper. We're seeking a talented Wealth Performance and Analytics Lead to join our team, and help drive business growth through data-led decision making.About the RoleThis is an exciting opportunity for someone who's passionate about working with data to deliver...