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Business Analyst - Wealth Management - London
(Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst)
Our client is a highly respected wealth management firm renowned for delivering tailored investment solutions and financial planning services to institutional clients and high-net-worth individuals.
With a strong legacy of excellence, the company is committed to innovation and is undergoing a major digital transformation to enhance client experiences, streamline operations and future-proof its services in an ever-evolving financial landscape.
As part of this transformation, the firm is expanding its change team to drive strategic initiatives, optimise business processes and implement cutting-edge technology solutions.
As such we are seeking Business Analyst to join their team.
This is an exciting opportunity to be part of a forward-thinking organisation that blends tradition with innovation, offering a dynamic environment where your expertise will make a tangible impact on the future of wealth management.
The ideal Business Analyst candidates will have previous experience within the financial services sector, ideally in wealth management.
Strong expertise in digital transformation and business process change projects is required.
Excellent requirement gathering, process mapping and documentation skills are essential.
Strong stakeholder management abilities, working with both technical and non-technical teams is required as is experience of working within Agile and change management environments.
Knowledge of regulatory and compliance requirements in financial services is desirable.
All Business Analyst positions come with the following benefits:
Flexible working arrangements, including hybrid options.
Private healthcare and life insurance.
Gym membership & wellness programs.
Generous training and development allowance, including certifications and industry conferences.
Company-sponsored social events and networking opportunities.
30 days holiday plus UK Bank Holidays.
This is a fantastic opportunity for a Business Analyst to drive change within a prestigious wealth management firm and work on transformational projects that shape the future of financial services.
Location: London, UK / hybrid working
Salary: £60,000 - £95,000 + Bonus + Pension + Benefits
Applicants must be based in the UK and have the right to work in the UK even though remote working is available.
NOIRUKTECHRECNOIRUKREC ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Duration: Permanent
Salary / Rate: £60000 - £95000 per annum + Bonus + Pension + Benefits
Posted: 2025-07-07 02:01:06
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Business Analyst - Wealth Management - Edinburgh, Scotland
(Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst)
Are you a Business Analyst looking to take your career to the next level? Do you want to be part of a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be your next big move.
Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an ambitious transformation to future-proof its services, optimise business processes and elevate client experiences.
With a strong heritage in providing tailored financial solutions to high-net-worth individuals and institutional clients, they are now investing in state-of-the-art technology and innovation to stay ahead of the curve.
To support this, they are expanding their change and transformation team and are looking for a talented Business Analyst to drive key digital and process improvement initiatives.
This is an exciting opportunity to play a pivotal role in shaping the future of a top-tier financial institution, working alongside senior stakeholders to redesign processes, integrate cutting-edge solutions and deliver high-impact projects.
The ideal Business Analyst candidate will have proven experience as a Business Analyst in the financial services sector, ideally within wealth management.
A strong background in digital transformation and business process change projects is required.
Excellent skills in requirement gathering, process mapping and documentation are essential.
Strong stakeholder management and the ability to work with both technical and non-technical teams is required.
Experience working in Agile environments and change management initiatives is essential.
Knowledge of financial services regulations and compliance is desirable.
All Business Analyst positions come with the following benefits:
Annual bonus and profit-sharing scheme, rewarding your contributions.
Hybrid working model, with the flexibility to balance remote and in-office work.
Pension scheme with enhanced employer contributions to secure your future.
Private healthcare, dental, and life insurance - covering you and your family.
Fully funded training & development programs, including industry certifications.
Global mobility opportunities, with options to work on international projects.
Gym membership, wellness programs, and mental health support.
Daily meal allowances and exclusive corporate dining discounts.
Generous holiday package (30+ days) + the option to buy additional leave.
Company-sponsored retreats, networking events and luxury team-building experiences.
This is a rare opportunity to be at the forefront of financial services innovation, working for a firm that blends tradition with cutting-edge technology.
If you are looking for a high-impact role where your expertise will drive meaningful change, apply today.
Location: Edinburgh, Scotland, UK / hybrid working
Salary: £60,000 - £95,000 + Bonus + Pension + Benefits
Applicants must be based in the UK and have the right to work in the UK even though remote working is available.
NOIRUKTECHRECNOIRUKREC ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Duration: Permanent
Salary / Rate: £60000 - £95000 per annum + Bonus + Pension + Benefits
Posted: 2025-07-07 02:01:05
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We are currently recruiting for a Transaction Monitoring Analyst / AML Analyst to join a well-established, FCA- and PRA-regulated bank for a 3-month maternity cover contract.
Reporting to the Head of Transaction Monitoring, you'll be a key part of the team ensuring robust AML compliance and timely investigation of potentially suspicious transactions.
This is an ideal opportunity for a professional with strong AML experience looking to make an impact in a collaborative and regulated environment, with the possibility of extension beyond the initial contract term.
This is a office-based role with flexibility for 2 remote days a month role offering salary up to £40,000 and benefits.
You will be responsible for:
* Monitor and review transactions to identify unusual or suspicious activity.
* Investigate AML and sanctions alerts using SWIFT TSS/SAS systems and discount or escalate matches accordingly.
* Prepare and submit Suspicious Activity Reports (SARs) in line with internal procedures.
* Conduct detailed investigations into flagged transactions and customer profiles.
* Respond to money laundering-related queries from Correspondent and Respondent Banks.
* Maintain awareness of current AML legislation, typologies, and regulatory expectations.
* Collaborate with internal teams (e.g.
compliance, operations, and RMs) to support investigations.
* Support AML training and contribute to policy awareness and updates.
* Prepare regular reports for AML Oversight Committee and BRCC meetings.
What we are looking for:
* Previously worked as a Transaction Monitoring Analyst, AML Analyst, AML Compliance Analyst, AML Compliance Officer, Financial Crime Analyst, Compliance Analyst, Compliance Officer, Transaction Monitoring Officeror in a similar role.
* Minimum 3 years experience in transaction monitoring or AML roles within a retail bank or financial services firm
* Strong understanding of AML regulations, sanctions requirements, and best practice in investigations
* Hands-on experience using monitoring tools such as SWIFT TSS/SAS
* Skilled in drafting SARs and working to tight deadlines with minimal supervision
* Clear communicator with the ability to collaborate across departments
* A relevant qualification in AML, Law, or Compliance is desirable
This is an excellent opportunity to join a leading international bank and play a critical role in the ongoing integrity of its financial crime framework.
Apply now to join a trusted team and make a meaningful contribution in this short-term but high-impact opportunity.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information, see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR, please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Type: Permanent Location: London, England
Start:
Duration:
Salary / Rate: £40000 Per Annum
Posted: 2025-07-04 16:36:12
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We are currently recruiting for a Transaction Monitoring Analyst / AML Analyst to join a well-established, FCA- and PRA-regulated bank for a 3-month maternity cover contract.
Reporting to the Head of Transaction Monitoring, you'll be a key part of the team ensuring robust AML compliance and timely investigation of potentially suspicious transactions.
This is an ideal opportunity for a professional with strong AML experience looking to make an impact in a collaborative and regulated environment, with the possibility of extension beyond the initial contract term.
This is a office-based role with flexibility for 2 remote days a month role offering salary up to £40,000 and benefits.
You will be responsible for:
* Monitor and review transactions to identify unusual or suspicious activity.
* Investigate AML and sanctions alerts using SWIFT TSS/SAS systems and discount or escalate matches accordingly.
* Prepare and submit Suspicious Activity Reports (SARs) in line with internal procedures.
* Conduct detailed investigations into flagged transactions and customer profiles.
* Respond to money laundering-related queries from Correspondent and Respondent Banks.
* Maintain awareness of current AML legislation, typologies, and regulatory expectations.
* Collaborate with internal teams (e.g.
compliance, operations, and RMs) to support investigations.
* Support AML training and contribute to policy awareness and updates.
* Prepare regular reports for AML Oversight Committee and BRCC meetings.
What we are looking for:
* Previously worked as a Transaction Monitoring Analyst, AML Analyst, AML Compliance Analyst, AML Compliance Officer, Financial Crime Analyst, Compliance Analyst, Compliance Officer, Transaction Monitoring Officeror in a similar role.
* Minimum 3 years experience in transaction monitoring or AML roles within a retail bank or financial services firm
* Strong understanding of AML regulations, sanctions requirements, and best practice in investigations
* Hands-on experience using monitoring tools such as SWIFT TSS/SAS
* Skilled in drafting SARs and working to tight deadlines with minimal supervision
* Clear communicator with the ability to collaborate across departments
* A relevant qualification in AML, Law, or Compliance is desirable
This is an excellent opportunity to join a leading international bank and play a critical role in the ongoing integrity of its financial crime framework.
Apply now to join a trusted team and make a meaningful contribution in this short-term but high-impact opportunity.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information, see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR, please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Type: Permanent Location: London, England
Start:
Duration:
Salary / Rate: £40000 Per Annum
Posted: 2025-07-04 16:05:58
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Job Description:
Are you a Chartered Accountant seeking your next career move? We are working on a fantastic opportunity for a Fund Research, Associate - Alternatives to join the team at a leading global financial services firm.
You will be responsible for performing operational due diligence reviews for investments into hedge funds and other private market funds.
Skills/Experience:
A Chartered Accountant qualification or Chartered Financial Analyst qualification is essential for this role.
Strong working knowledge related to Global Markets or Asset Management space and their financial instruments.
Specific involvement with hedge funds, private equity funds would be desirable.
Experience of auditing or performing due diligence of Asset Managers, Investment Managers or other wealth fund managers.
Highly analytical.
Excellent organisation skills.
Core Responsibilities:
Conduct operational due diligence of external investment / fund managers as part of the company's investment process.
Document due diligence meetings and present findings to the various committees and stakeholders.
Perform regulatory research and reviews of investment & wealth managers.
Analyse underlying manager financial statements.
Conduct research into domestic and international markets to assess regulatory and tax issues involving trading or establishing a local presence in those markets.
Maintain understanding of ongoing developments in the hedge fund and private markets industry, including ESG, regulations, structuring, trends, valuations, etc.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16093
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Posted: 2025-07-01 11:50:05
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JOB DESCRIPTION
Company Information
Kop-Coat is the world's leading supplier of innovative chemical products for the protection of farms, forests, and buildings.
For over 25 years, Kop-Coat has provided superior solutions to control and eliminate mold, decay, insects, water damage, and more.
And we do it while providing outstanding service for our customers.
Job Description
The Sr.
Financial Analyst will serve as a financial partner in the organization by collaborating with business leaders in core functions across the Company.
This role will support strategic projects, sales forecasting, segment & market analysis, financial statement analysis, annual budgeting, variance analysis, monthly reporting, dashboards, and other ad hoc requests. You will help drive process improvements that elevate the FP&A function to a higher level of operational excellence.
The Analyst will maintain a financial reporting cadence and structure that consistently delivers timely and accurate financial statements.
The candidate is expected to understand complex data and generate insights and should be competent in market research methodologies and segment market analysis.
In this role, you will be expected to demonstrate knowledge and experience with an array of tools used to create and analyze big data, complex reports, and presentations. The candidate will be a self-starter with the aptitude to take initiative and be accountable for accurately presenting data.
Demonstrate a willingness to take ownership of projects by taking the lead, anticipating potential problems, and contributing to solutions.
The right candidate will be thorough with great attention to detail, have strong analytical skills and strategic awareness, and can read and interpret a complete set of financial statements.
Main Responsibilities
Prepare a collection of metrics and analyses including, but not limited to, prime/gross margin, SG&A, EBIT, Capex, supply/cost/volume, and other ad hoc tasks as assigned by leadership within Kop-Coat. Assist in preparing weekly, monthly, and quarter sales forecasts by collaborating with sales and leadership personnel. Provide support during month-end processing to multiple internal stakeholders to ensure the Company meets all internal and external month-end reporting deadlines. Partner with other internal departments to understand business needs and ensure metrics and analytics align with organizational goals. Assist in preparing annual financial budget (GTO, Goals/Targets/Objectives) to help drive both short- and long-term planning. Prepare consolidated financial reporting and analytics for the Director, FP&A. Provide actionable insights and intelligence into market trends by segment and sub-segment by conducting data analysis and market research.
Develop and manage segmentation databases with relevant KPIs.
Key Qualifications
Bachelor's degree in Business, Finance, Accounting or related field. 5+ years of experience in finance or analytical role. High proficiency in Microsoft Office tools, including Word, Excel, PowerPoint, and other programs.
Preferred Qualifications
MBA or Master's degree in relevant field. CPA/CMA/CFA certification. Prior experience in cost accounting and/or manufacturing. Apply for this ad Online! ....Read more...
Type: Permanent Location: Greensboro, North Carolina
Posted: 2025-06-29 23:09:26
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Job Description:
Our client, an independent financial services firm, has an excellent opportunity for an Investment Analyst to join their boutique team based in Scotland.
This is a great opportunity for an individual to research funds and develop sector responsibility.
The successful candidate will work as a part of the existing investment team to research and select third party funds to assist with the creation of portfolios for a variety of clients, both private and institutional.
The role encompasses sector responsibility to research and recommend funds.
This role is hybrid with 2 days in the office and the candidate can be based in either Dundee or surrounding areas such as Edinburgh / within commutable distance.
Essential Skills/Experience:
Front office experience in fund selection/fund research - ideally investment trust experience.
Degree in finance/ economics/ maths.
CFA holder, significant progress made with studies, or desire to work towards obtaining the CFA., the firm will support CFA studies.
Clear analytical ability - excellent attention to detail.
Enthusiastic, excellent interpersonal skills.
Strong IT skills, particularly Excel, ideally FactSet.
Proactive, with ability to work on own initiative.
Team player - collaborative and boutique team, requires good co-operational skills.
Ability to multitask, quick to learn.
Core Responsibilities:
Undertake third party fund and manager research (with focus on investment trusts and collectives) and support various projects and other ad hoc work as required by team.
Benefits:
A competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16119
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-06-25 08:53:13
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The Company
Our client is a boutique investment firm with a clear vision: to deliver high-quality strategies that drive exceptional outcomes for investors.
Focused on forming strong alliances with high-calibre managers both locally and globally, they bring unique investment opportunities—spanning global and Asian equities, fixed income, private credit, and alternatives—to the Australian market.
Their success is defined by the strength of their partnerships, the quality of their offerings, and the trusted relationships they build with advisers and institutional clients.
The Opportunity
Are you someone who thrives at the intersection of marketing, data, and technology? We're excited to be partnering with a fast-evolving organisation looking for a Marketing Data & Insights Analyst/Specialist to play a pivotal role in scaling marketing impact and supporting business development, sales, and product functions through data-driven insights.
This is a permanent Sydney-based opportunity for someone passionate about analytics, platforms, and operational efficiency—bringing clarity to complexity and driving smarter business outcomes.
What You'll Be Doing
Creating and maintaining Salesforce reports for stakeholders including BDMs, senior leaders, and board executives
Managing the integrity and integration of marketing data between Salesforce and Mailchimp, including unsubscribe workflows and audience hygiene
Delivering ongoing data analytics and insights across marketing channels—email, website, and social media
Driving daily updates and content refreshes across digital platforms including the corporate website and news/insights portals
Collaborating with external data providers and internal ops teams to ensure completeness and accuracy of adviser and client data
Supporting platform analytics and maintaining rebate databases to support product decision-making
Leading regular performance reporting across digital, media, and email channels to identify trends and opportunities
What We're Looking For
A data and marketing-savvy analyst with a working knowledge of Salesforce and Google Analytics
Experience in the financial services industry (fund or wealth management) would be advantageous
Experience using Wordpress and Mailchimp is an advantage
A natural problem-solver who can think creatively and apply structured approaches to resolving data challenges
Someone comfortable with both autonomy and teamwork—able to take initiative while following direction when needed
Strong Excel skills and familiarity with connectors like XL-Connector and platforms like YouTube, LinkedIn, and Podbean
Why Apply?
Join a dynamic team at the heart of data, marketing, and product
Help shape operational efficiency and drive smarter commercial outcomes through insight
Work across a diverse set of tools and platforms in a role that offers variety and ownership
Be part of an organisation that values proactive thinkers and data-led decision-making
Enjoy flexible working options and a culture that celebrates curiosity and creativity
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness.
Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work.
We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.
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Type: Permanent Location: Sydney CBD, Sydney, Australia
Posted: 2025-06-25 02:57:08
