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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
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Looking for your next career move? Join a top company hiring Project Manager job near me in Cambridge! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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