Project Manager – Advice & Wealth Management | Remote, UK | Permanent
Salary £40,000 – £50,000.
We are hiring for an exciting company that are on a mission to transform the advice and wealth management industry. Growing through strategic acquisitions, creating a national business powered by smart tech, outstanding service, and genuine innovation.
The role
You’ll support the planning, coordination, and delivery of cross-functional change projects. From tech rollouts to acquisition integration, you’ll help ensure projects hit deadlines, stay within scope, and deliver real value to the business.
Must-haves
To hit the ground running, you’ll need:
* Experience in transformation Project Management
* Experience in an FCA-regulated environment
* A background in financial services
* Strong Excel skills (you’ll be using it a lot!) and solid all-round Microsoft Office knowledge
* Experience in delivering projects, with industry recognised qualifications such as Prince2
* Understanding risk, perming risk management analysis to minimise project risks
Nice to have (but not dealbreakers)
* Experience with acquisitions or post-merger integration
* Familiarity with Advice or Wealth Management
* Knowledge of tools like PowerBI, Monday.com, CURO, or workflow tools like Trello
* VBA or automation software experience is a bonus
You’ll thrive if:
* You’re organised, proactive, and comfortable juggling multiple priorities
* You’re a natural communicator who works well across departments
* You want to be part of a business that’s growing quickly and doing things differently
Location & Details
* Cambridge(with occasional travel, around 10%)
* Permanent role, reporting to the Business Delivery Manager
If you’re excited by the idea of shaping the future of advice and wealth management—and working with a forward-thinking, collaborative team I’d love to hear from you.
Apply now or get in touch to find out more. #J-18808-Ljbffr