Project manager

The candidate should meet the following requirements


Job Description


Role Description


The ideal candidate will have

🚀 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:
1. Experience in transformation Project Management
2. Experience in an FCA-regulated environment
3. A background in financial services
4. Strong Excel skills (you’ll be using it a lot!) and solid all-round Microsoft Office knowledge
5. Experience in delivering projects, with industry recognised qualifications such as Prince2
6. Understanding risk, perming risk management analysis to minimise project risks
⭐ Nice to have (but not dealbreakers)
7. Experience with acquisitions or post-merger integration
8. Familiarity with Advice or Wealth Management
9. Knowledge of tools like PowerBI, Monday.com, CURO, or workflow tools like Trello
10. VBA or automation software experience is a bonus
🧠 You’ll thrive if:
11. You’re organised, proactive, and comfortable juggling multiple priorities
12. You’re a natural communicator who works well across departments
13. You want to be part of a business that’s growing quickly and doing things differently
📍 Location & Details
14. Cambridge (with occasional travel, around 10%)
15. 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.