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, (url removed), 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 ManagerIf 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