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Posted about 1 year ago

Join the rapidly growing advisory team in a professional services firm with a strong global presence, supporting the provision of advice based on financial, analytical and business processing skills to help clients improve the way they operate.

In this role, you will build strong working relationships with clients, to help identify their requirements and then analyse, design, recommend and implement technology solutions to meet their needs.

As Senior Associate, you will have the opportunity to contribute to the growth of the business division and also design technology change programmes based on your research on new and emerging digital trends.

Responsibilities will include:

  • Identifying client needs and designing proposals to meet requirements 

  • Keeping up to date with new and emerging digital trends

  • Assisting with recruitment and training support 

  • Building and maintaining strong working relationships with clients 

  • Collaboratively working with on-site project teams 

Experience and skills required:

  • Minimum 3 years’ experience in the asset and wealth management industry

  • Previous experience working in a consultancy or technology provider 

  • Hold a recognised industry qualification such as ACA, ACCA, Prince 2, Lean Six Sigma or CIMA would be preferred

  • Good understanding of front, middle and back office processes across portfolio management, fund administration and investment strategies 

  • Experience of business development and proposal writing 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.