Role: Senior IT Manager Contract: Fixed-Term Contract 12 Months Salary: 63877 Hybrid: Yes - 2 days per week in office (Birmingham City Centre) Hours: 35 hours per week Location: Birmingham City Centre This post will support the Associate Director, IT with the development of core IT processes across IT Operations, IT infrastructure, Software Development and Solutions Architecture. The Senior IT Manager is responsible for both the tactical and strategic development of functions listed above. The Senior IT Manager will also support the Enterprise Operations Manager to help manage the IT department, day-to-day service delivery, and capacity planning to ensure the IT department meets the current and future requirements of the organisation. Key Responsibilities: Identify and implement improvements to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture with the associated roadmaps to ensure the selection, deployment and lifecycle management of appropriate services is aligned to the corporate plan. Provision of technical advice and guidance to ensure that business benefits are derived from large investments in IT and consolidation of technologies/applications. This will extend to briefing and supporting the department around the use of our technical services to drive benefits and improve capabilities, therefore develop better returns on investment. Support the Enterprise Operations Manager to actively manage relationships with suppliers/vendors ensuring awareness of infrastructure roadmaps, with a particular focus on technical debt and getting the most out of technology investments. Implement Supplier reviews with the Associate Director, IT to manage relationships with vendors adhering to contract compliance and added value services. Review, Develop and implement IT policies and architectural and design standards/principles with respect to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture Provide full-service delivery responsibility; undertake technical planning to ensure sufficient system capacity is made available, that renewal plans to replace obsolete or at-risk technologies are timely and that SLAs are being met and/or exceeded with a focus on proactive service delivery To lead, inspire and motivate a diverse team of Service Desk Analysts; ensuring that they are adequately resourced, prepared, motivated, and utilised to help achieve key CTP business outcomes. To take responsibility for line management, recruitment and training, work that will include 1-2-1s, performance development reviews and general people management activities such as the organisation of annual leave, sickness, and performance. To work closely with colleagues and your line manager to ensure departmental processes are fit for purpose, the role will involve request fulfilment and incident, problem, change, event, knowledge, and major incident management, all in conjunction with ITIL best practice. Personal and Professional Skills: Experience in an IT Service Desk / IT Support role, or managing an IT Service Desk Strong understanding of ITIL is essential. Ability to analyse IT functions, existing structures and processes, including experience of implementing new functions, structures and processes. Have a solid understanding of workflow management, and the ability to articulate the value of effective processes and procedures. Have a background in the management of critical success factors, key performance indicators and service level agreements. A working knowledge of service management software and tools, including their configuration and customisation. Have a strong customer service focus, excellent stakeholder relationship skills, experience of acting as an escalation point and a thorough understanding of what it takes to deliver an exceptional service to demanding customers. Experience of making continuous improvements and possess team-working, planning, organisational, multitasking and problem-solving skills. A background in coaching, developing, and training new staff members in either a customer service or IT discipline is essential. Must have proven experience and ability to: Proven previous working experience as a Lead IT manager or Head of IT Excellent knowledge of technical management, information analysis and of computer hardware/software systems. Previous experience analysing IT function effectiveness and aligning to business operations. Hands-on experience with computer networks, network administration and network installation. Ability to manage IT service desk and networking functions to optimise efficiency and outcomes. Worked to defined SLAs. Worked with a service management framework (ITIL) Basic working knowledge of Cisco VoIP and Video Conferencing systems ITIL certified. Subject-Matter Expert in Incident and Service Request Management Basic working knowledge of Continual Service Improvement Benefits: 10% Pension Contribution 27 days holiday plus bank holidays and a buy/sell scheme Flexi time scheme Tax-free childcare scheme Extensive Benefits Package Vetting is required for this role, so a background check will be conducted. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Sep 04, 2025
Full time
Role: Senior IT Manager Contract: Fixed-Term Contract 12 Months Salary: 63877 Hybrid: Yes - 2 days per week in office (Birmingham City Centre) Hours: 35 hours per week Location: Birmingham City Centre This post will support the Associate Director, IT with the development of core IT processes across IT Operations, IT infrastructure, Software Development and Solutions Architecture. The Senior IT Manager is responsible for both the tactical and strategic development of functions listed above. The Senior IT Manager will also support the Enterprise Operations Manager to help manage the IT department, day-to-day service delivery, and capacity planning to ensure the IT department meets the current and future requirements of the organisation. Key Responsibilities: Identify and implement improvements to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture with the associated roadmaps to ensure the selection, deployment and lifecycle management of appropriate services is aligned to the corporate plan. Provision of technical advice and guidance to ensure that business benefits are derived from large investments in IT and consolidation of technologies/applications. This will extend to briefing and supporting the department around the use of our technical services to drive benefits and improve capabilities, therefore develop better returns on investment. Support the Enterprise Operations Manager to actively manage relationships with suppliers/vendors ensuring awareness of infrastructure roadmaps, with a particular focus on technical debt and getting the most out of technology investments. Implement Supplier reviews with the Associate Director, IT to manage relationships with vendors adhering to contract compliance and added value services. Review, Develop and implement IT policies and architectural and design standards/principles with respect to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture Provide full-service delivery responsibility; undertake technical planning to ensure sufficient system capacity is made available, that renewal plans to replace obsolete or at-risk technologies are timely and that SLAs are being met and/or exceeded with a focus on proactive service delivery To lead, inspire and motivate a diverse team of Service Desk Analysts; ensuring that they are adequately resourced, prepared, motivated, and utilised to help achieve key CTP business outcomes. To take responsibility for line management, recruitment and training, work that will include 1-2-1s, performance development reviews and general people management activities such as the organisation of annual leave, sickness, and performance. To work closely with colleagues and your line manager to ensure departmental processes are fit for purpose, the role will involve request fulfilment and incident, problem, change, event, knowledge, and major incident management, all in conjunction with ITIL best practice. Personal and Professional Skills: Experience in an IT Service Desk / IT Support role, or managing an IT Service Desk Strong understanding of ITIL is essential. Ability to analyse IT functions, existing structures and processes, including experience of implementing new functions, structures and processes. Have a solid understanding of workflow management, and the ability to articulate the value of effective processes and procedures. Have a background in the management of critical success factors, key performance indicators and service level agreements. A working knowledge of service management software and tools, including their configuration and customisation. Have a strong customer service focus, excellent stakeholder relationship skills, experience of acting as an escalation point and a thorough understanding of what it takes to deliver an exceptional service to demanding customers. Experience of making continuous improvements and possess team-working, planning, organisational, multitasking and problem-solving skills. A background in coaching, developing, and training new staff members in either a customer service or IT discipline is essential. Must have proven experience and ability to: Proven previous working experience as a Lead IT manager or Head of IT Excellent knowledge of technical management, information analysis and of computer hardware/software systems. Previous experience analysing IT function effectiveness and aligning to business operations. Hands-on experience with computer networks, network administration and network installation. Ability to manage IT service desk and networking functions to optimise efficiency and outcomes. Worked to defined SLAs. Worked with a service management framework (ITIL) Basic working knowledge of Cisco VoIP and Video Conferencing systems ITIL certified. Subject-Matter Expert in Incident and Service Request Management Basic working knowledge of Continual Service Improvement Benefits: 10% Pension Contribution 27 days holiday plus bank holidays and a buy/sell scheme Flexi time scheme Tax-free childcare scheme Extensive Benefits Package Vetting is required for this role, so a background check will be conducted. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Exchange Street Claims & Financial Services
Cardiff, South Glamorgan
They say honesty is the best policy. But not every firm gets the memo. Whether it's promises of clients that don't exist. Promises of support that isn't there. Or OTE figures seemingly plucked out of thin air. It's hard to trust a company when what they've told you at interview doesn't match up with reality.This business is different. Clients? They have them. Lots of them. They have a retiring IFA in South Wales and they need to replace them. There's £180,000 - £190,000 of ongoing fees to inherit, no validation and a 15% production bonus. And you get to advise them on an independent basis. Not always an easy thing to find nowadays. Income? Well you'll walk into at least £28,500 of bonus by joining due to the ongoing fees. And there's 95% client retention when this firm handle a transition from a retiring adviser to a new one (this will be transition 13). You then get 15% on all new business and 15% as you grow ongoing. There's a company bonus (typically 4%) and a £3,600 car allowance. Whilst the starting salary is £40,000 the above means that in effect you're on c£72,000 - £74,000 and that's without any initial/new business. It's also worth noting that it is a "starting salary". The firm have introduced a way to move to a "senior" role and that means a higher salary (of £52,000). Support? You'll have someone on hand to sort valuations and schedule meetings/reviews. And they have someone on hand for all queries relating to their client system. Paraplanning support is not standard - for now. The company have just hired their first paraplanner and they will be growing this team.And they're doing that because know they're not perfect. But firms that know that go out of their way to get better which is why they have invested in their compliance/T&C function. Why they've bolstered customer service and why they've added a paraplanning team.And we know the people here well. They're a great bunch. You'll find that out at interview.Alongside the above support you'll have a dedicated manager who is light touch but present. There's a proper induction (expensed). A proper handover from the outgoing planner. And whilst you'll work remotely you won't feel remote. Lastly the client book is also an interesting one as it has a lot of variety. There'll be plenty to get your teeth into technically. And a number of clients are often serviced by the lower fee, virtual model, reducing travel and making it an efficient section of clients to manage.Benefits: Mileage claims monthly for any visiting of clients; they can claim 0.19p a mile Company mobile phone and laptop 33 days holiday (including BH) Christmas shutdown paid off (typically the 3 working days between Boxing Day and New Years). This does not come off holiday allowance Enhanced bereavement leave policy Death in Service benefit 3 x salary or £100k, whichever is greater Profit share scheme (discretionary, but last 2 years, has been 4% of basic salary as a bonus) UNUM wellbeing app - accesses to discounts at hundreds of retailers, such as Marks and Spencer's, Sainsbury, etc., as well as access for you and your family to GP appointments, legal advice, counselling HERE'S WHAT YOU'LL NEED: You'll be a level 4 qualified financial planner (IFA or restricted). You will need CAS and in the region 2 years+ experience as an adviser.You will enjoy working in an environment where you empowered. You'll be a self-starter. And you'll have decent technical knowledge across pensions and investments in particular. -Fed up with jobs that don't match what it says on the tin? Click apply.If you don't have a CV send us a way of contacting us, we can come to a CV later.Everyone will receive a response.
Sep 03, 2025
Full time
They say honesty is the best policy. But not every firm gets the memo. Whether it's promises of clients that don't exist. Promises of support that isn't there. Or OTE figures seemingly plucked out of thin air. It's hard to trust a company when what they've told you at interview doesn't match up with reality.This business is different. Clients? They have them. Lots of them. They have a retiring IFA in South Wales and they need to replace them. There's £180,000 - £190,000 of ongoing fees to inherit, no validation and a 15% production bonus. And you get to advise them on an independent basis. Not always an easy thing to find nowadays. Income? Well you'll walk into at least £28,500 of bonus by joining due to the ongoing fees. And there's 95% client retention when this firm handle a transition from a retiring adviser to a new one (this will be transition 13). You then get 15% on all new business and 15% as you grow ongoing. There's a company bonus (typically 4%) and a £3,600 car allowance. Whilst the starting salary is £40,000 the above means that in effect you're on c£72,000 - £74,000 and that's without any initial/new business. It's also worth noting that it is a "starting salary". The firm have introduced a way to move to a "senior" role and that means a higher salary (of £52,000). Support? You'll have someone on hand to sort valuations and schedule meetings/reviews. And they have someone on hand for all queries relating to their client system. Paraplanning support is not standard - for now. The company have just hired their first paraplanner and they will be growing this team.And they're doing that because know they're not perfect. But firms that know that go out of their way to get better which is why they have invested in their compliance/T&C function. Why they've bolstered customer service and why they've added a paraplanning team.And we know the people here well. They're a great bunch. You'll find that out at interview.Alongside the above support you'll have a dedicated manager who is light touch but present. There's a proper induction (expensed). A proper handover from the outgoing planner. And whilst you'll work remotely you won't feel remote. Lastly the client book is also an interesting one as it has a lot of variety. There'll be plenty to get your teeth into technically. And a number of clients are often serviced by the lower fee, virtual model, reducing travel and making it an efficient section of clients to manage.Benefits: Mileage claims monthly for any visiting of clients; they can claim 0.19p a mile Company mobile phone and laptop 33 days holiday (including BH) Christmas shutdown paid off (typically the 3 working days between Boxing Day and New Years). This does not come off holiday allowance Enhanced bereavement leave policy Death in Service benefit 3 x salary or £100k, whichever is greater Profit share scheme (discretionary, but last 2 years, has been 4% of basic salary as a bonus) UNUM wellbeing app - accesses to discounts at hundreds of retailers, such as Marks and Spencer's, Sainsbury, etc., as well as access for you and your family to GP appointments, legal advice, counselling HERE'S WHAT YOU'LL NEED: You'll be a level 4 qualified financial planner (IFA or restricted). You will need CAS and in the region 2 years+ experience as an adviser.You will enjoy working in an environment where you empowered. You'll be a self-starter. And you'll have decent technical knowledge across pensions and investments in particular. -Fed up with jobs that don't match what it says on the tin? Click apply.If you don't have a CV send us a way of contacting us, we can come to a CV later.Everyone will receive a response.
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 03, 2025
Full time
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
MB790: Property Block Manager Location: London Salary: £36,000 + 10% Bonus Working Hours: 09 00 Monday - Friday (phone number removed) Wednesday) Company Benefits: Season Ticket Loan (Subject to completion of probation and availability that quarter), Cycle To Work Scheme (Subject to completion of probation), Mental health access to professional conversations (up to £300 per year), Referral employee Scheme, Summer Celebration full day out of office, Monthly birthday/work anniversary cake & bubbles, Not sick? take your very own duvet day each year, VIP access to local discounts! Overview: First Military Recruitment is proudly working in partnership with a fantastic International property business who are looking to recruit a Property Block Manager permanent basis due to growth to cover the London Duties and Responsibilities: Creating and maintaining strong client relationships with our leaseholders and freeholders. Ensuring that a firm trust is established from the outset so that communication is fluid, easy, and frequent. Strong communication skills and the ability to listen are key. Our buildings are the physical representation of our brand in action so regular property visits to ensure the buildings look as good as they can and being inventive in ways to make them unique and stand out. To achieve this a basic grounding of building make up will be helpful and the ability to manage contractors will be essential. The buildings we look after are all within 10-15 minute walk away so easy to keep on top of. The buildings will always be in need of Section 20 planned maintenance so ensuring that it is adequately budgeted for and carried out in line with the lease or directors wishes is important. It will be key to know the buildings and clients inside out so that we create the ideal planned maintenance schedule and finish for them and the building. Your skills of mediation and patience will be invaluable when asked to attend and chair AGMs for the buildings. The ability to take accurate minutes will also be required but above all, a good sense of humour and positivity is necessary as these AGMs are a real opportunity to spend some face time with our clients and find out more about them and their local investments and wider interests. This is a trust- building exercise and also our opportunity to really impress. You will need to keep an eye on day-to-day expenditure and also have a decent financial grasp so you can work with Mel and make sure all the service charge accounts look like they need to and are all correct and schedules are correctly allocated. You will need to ensure that all the buildings are up to date with the latest regulations so it will be important to have a good grasp of the fire regulations, health and safety requirements, Legionella etc and just ensure that all the required assessments and resulting actions are implemented in the best way possible (that often means in the most aesthetically pleasing way possible!). Skills and Qualifications: Between 12 months to senior-level Block Management experience. Someone who loves to engage, not just manage. Excellent communication and problem-solving skills. Someone who s not afraid to pick up the phone or knock on a door. A team player who values community, both within the company and with clients. A proactive attitude with an eye for detail and a passion for service. Someone who embraces responsibility and owns the outcome. MB790: Property Block Manager Location: London Salary: £36,000 + 10% Bonus Working Hours: 09 00 Monday - Friday (phone number removed) Wednesday) Company Benefits: Season Ticket Loan (Subject to completion of probation and availability that quarter), Cycle To Work Scheme (Subject to completion of probation), Mental health access to professional conversations (up to £300 per year), Referral employee Scheme, Summer Celebration full day out of office, Monthly birthday/work anniversary cake & bubbles, Not sick? take your very own duvet day each year, VIP access to local discounts!
Sep 02, 2025
Full time
MB790: Property Block Manager Location: London Salary: £36,000 + 10% Bonus Working Hours: 09 00 Monday - Friday (phone number removed) Wednesday) Company Benefits: Season Ticket Loan (Subject to completion of probation and availability that quarter), Cycle To Work Scheme (Subject to completion of probation), Mental health access to professional conversations (up to £300 per year), Referral employee Scheme, Summer Celebration full day out of office, Monthly birthday/work anniversary cake & bubbles, Not sick? take your very own duvet day each year, VIP access to local discounts! Overview: First Military Recruitment is proudly working in partnership with a fantastic International property business who are looking to recruit a Property Block Manager permanent basis due to growth to cover the London Duties and Responsibilities: Creating and maintaining strong client relationships with our leaseholders and freeholders. Ensuring that a firm trust is established from the outset so that communication is fluid, easy, and frequent. Strong communication skills and the ability to listen are key. Our buildings are the physical representation of our brand in action so regular property visits to ensure the buildings look as good as they can and being inventive in ways to make them unique and stand out. To achieve this a basic grounding of building make up will be helpful and the ability to manage contractors will be essential. The buildings we look after are all within 10-15 minute walk away so easy to keep on top of. The buildings will always be in need of Section 20 planned maintenance so ensuring that it is adequately budgeted for and carried out in line with the lease or directors wishes is important. It will be key to know the buildings and clients inside out so that we create the ideal planned maintenance schedule and finish for them and the building. Your skills of mediation and patience will be invaluable when asked to attend and chair AGMs for the buildings. The ability to take accurate minutes will also be required but above all, a good sense of humour and positivity is necessary as these AGMs are a real opportunity to spend some face time with our clients and find out more about them and their local investments and wider interests. This is a trust- building exercise and also our opportunity to really impress. You will need to keep an eye on day-to-day expenditure and also have a decent financial grasp so you can work with Mel and make sure all the service charge accounts look like they need to and are all correct and schedules are correctly allocated. You will need to ensure that all the buildings are up to date with the latest regulations so it will be important to have a good grasp of the fire regulations, health and safety requirements, Legionella etc and just ensure that all the required assessments and resulting actions are implemented in the best way possible (that often means in the most aesthetically pleasing way possible!). Skills and Qualifications: Between 12 months to senior-level Block Management experience. Someone who loves to engage, not just manage. Excellent communication and problem-solving skills. Someone who s not afraid to pick up the phone or knock on a door. A team player who values community, both within the company and with clients. A proactive attitude with an eye for detail and a passion for service. Someone who embraces responsibility and owns the outcome. MB790: Property Block Manager Location: London Salary: £36,000 + 10% Bonus Working Hours: 09 00 Monday - Friday (phone number removed) Wednesday) Company Benefits: Season Ticket Loan (Subject to completion of probation and availability that quarter), Cycle To Work Scheme (Subject to completion of probation), Mental health access to professional conversations (up to £300 per year), Referral employee Scheme, Summer Celebration full day out of office, Monthly birthday/work anniversary cake & bubbles, Not sick? take your very own duvet day each year, VIP access to local discounts!
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Sep 01, 2025
Full time
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
IT Consultant - Driving Digital Transformation 12-month fixed-termBirmingham - Hybrid REED Technology are working with a client who are looking for someone with the vision and technical expertise to help move the organisation from on-premise infrastructure to modern, cloud-based platforms-while simplifying and improving processes to deliver faster, more efficient services. Are you an IT leader who thrives on turning legacy systems into streamlined, cloud-first solutions? This is your opportunity to lead a digital transformation project within a respected national organisation that plays a vital role in public service. Key Responsibilities Leading the migration of on-premise infrastructure, services, and applications to cloud platforms. Streamlining IT operations and digitalising processes across the Service Desk, IT Operations, Infrastructure, and Software Development. Developing and implementing roadmaps that align technology change with organisational goals. Advising senior stakeholders on maximising the return on technology investments. Building strong supplier relationships to ensure cutting-edge solutions and long-term value. Reviewing and refining IT policies and architectural standards to support a modern, agile technology environment. Experience and Skills You'll be an experienced IT leader-perhaps a Head of IT, IT Manager, or Senior Technical Consultant-who has successfully delivered large-scale technology transformation projects: Proven experience migrating complex on-premise environments to cloud-based platforms. A track record in digitalising and simplifying processes to improve efficiency and user experience. Strong technical knowledge across infrastructure, networking, and software systems. Expertise in managing IT service desks and optimising service delivery. Excellent leadership, problem-solving, and stakeholder management skills. If this sounds like an ideal role for you and you have relevant experience, please apply using the link provided.
Sep 01, 2025
Full time
IT Consultant - Driving Digital Transformation 12-month fixed-termBirmingham - Hybrid REED Technology are working with a client who are looking for someone with the vision and technical expertise to help move the organisation from on-premise infrastructure to modern, cloud-based platforms-while simplifying and improving processes to deliver faster, more efficient services. Are you an IT leader who thrives on turning legacy systems into streamlined, cloud-first solutions? This is your opportunity to lead a digital transformation project within a respected national organisation that plays a vital role in public service. Key Responsibilities Leading the migration of on-premise infrastructure, services, and applications to cloud platforms. Streamlining IT operations and digitalising processes across the Service Desk, IT Operations, Infrastructure, and Software Development. Developing and implementing roadmaps that align technology change with organisational goals. Advising senior stakeholders on maximising the return on technology investments. Building strong supplier relationships to ensure cutting-edge solutions and long-term value. Reviewing and refining IT policies and architectural standards to support a modern, agile technology environment. Experience and Skills You'll be an experienced IT leader-perhaps a Head of IT, IT Manager, or Senior Technical Consultant-who has successfully delivered large-scale technology transformation projects: Proven experience migrating complex on-premise environments to cloud-based platforms. A track record in digitalising and simplifying processes to improve efficiency and user experience. Strong technical knowledge across infrastructure, networking, and software systems. Expertise in managing IT service desks and optimising service delivery. Excellent leadership, problem-solving, and stakeholder management skills. If this sounds like an ideal role for you and you have relevant experience, please apply using the link provided.
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Sep 01, 2025
Full time
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
An International Manufacturing group is recruiting for a Finance Project Manager. Your new company Our client, a global manufacturing and engineering group, is investing in its overseas manufacturing facilities. Your new role The Finance Projects Manager plays a pivotal role in supporting the newly formed Project Management Office (PMO), providing strategic financial leadership, governance, and control across the organisation's capital project portfolio. This position is key to embedding financial rigour into project planning and execution, ensuring robust budgeting, forecasting, reporting, and risk assessment practices. Operating within a global manufacturing landscape, this role collaborates closely with site General Managers, project leads, and senior leadership to promote financial transparency, foster accountability, and maximise value from capital investments. What you'll need to succeed We're seeking a seasoned finance professional with extensive experience in corporate finance, particularly in project and capital finance. The ideal candidate will have a strong background in global manufacturing or industrial environments and a proven ability to support large-scale capital projects or transformation programs. A deep understanding of project accounting, capital expenditure planning, and investment appraisal techniques is essential to succeed in this role. What you'll get in return This is a really exciting time to join the organisation and the successful candidate will have a huge amount of autonomy and board-level exposure. The role will offer the opportunity for significant international travel, both in Europe and the US (over 50% per annum) and for the rest of your time, you will be home-based. Our client can offer a competitive base salary and a comprehensive benefits package. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 01, 2025
Full time
An International Manufacturing group is recruiting for a Finance Project Manager. Your new company Our client, a global manufacturing and engineering group, is investing in its overseas manufacturing facilities. Your new role The Finance Projects Manager plays a pivotal role in supporting the newly formed Project Management Office (PMO), providing strategic financial leadership, governance, and control across the organisation's capital project portfolio. This position is key to embedding financial rigour into project planning and execution, ensuring robust budgeting, forecasting, reporting, and risk assessment practices. Operating within a global manufacturing landscape, this role collaborates closely with site General Managers, project leads, and senior leadership to promote financial transparency, foster accountability, and maximise value from capital investments. What you'll need to succeed We're seeking a seasoned finance professional with extensive experience in corporate finance, particularly in project and capital finance. The ideal candidate will have a strong background in global manufacturing or industrial environments and a proven ability to support large-scale capital projects or transformation programs. A deep understanding of project accounting, capital expenditure planning, and investment appraisal techniques is essential to succeed in this role. What you'll get in return This is a really exciting time to join the organisation and the successful candidate will have a huge amount of autonomy and board-level exposure. The role will offer the opportunity for significant international travel, both in Europe and the US (over 50% per annum) and for the rest of your time, you will be home-based. Our client can offer a competitive base salary and a comprehensive benefits package. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Role: Treasury Strategy Manager Type: Permanent Salary: 48,765 to 52,805 + LG Benefits 1 to 3 days a week onsite Location: East Midlands Sellick Partnership is delighted to be working with a Local Authority to recruit a Treasury Strategy Manager on a permanent basis. This is an excellent opportunity for a strategic and commercially-minded finance professional to lead the Council's investment and borrowing activities. You will play a critical role in developing the Council's treasury policies and capital strategies, ensuring long-term financial sustainability and value for money. Working at the heart of the Council's corporate finance team, you will provide high-level advice on complex capital projects, including joint ventures and significant property investments. The Responsibilities of the Treasury Strategy Manager include: Lead the development and execution of the Council's treasury and capital strategies. Provide expert financial advice on major investment proposals, borrowing structures, and risk. Deliver timely and accurate capital reporting, including monitoring and preparing statements for auditors. Develop policies in line with evolving legislation, ensuring alignment with the Council's strategic goals. Manage daily and long-term treasury decisions, ensuring best value and risk mitigation. Lead and develop a team of finance professionals, ensuring high performance and continuous improvement. Represent the Council at regional and national forums, contributing to strategic discussions. The ideal candidate for the Treasury Strategy Manager will have: Full CCAB qualification (CIPFA, ICAEW, ACCA, or CIMA) with post-qualified experience. Demonstrable experience in treasury management and capital strategy within a large, complex organisation. Strong knowledge of treasury strategies, capital legislation or corporate finance principles. Proven ability to advise senior stakeholders on complex financial matters. Experience in leading and developing finance teams. Excellent analytical, problem-solving, and communication skills. Open to private or public sector background. How to apply for the Treasury Strategy Manager role: If you are ready to take on this key leadership position and shape the future of a Local Authority's financial strategy, please apply directly or contact Tim Farnsworth at Sellick Partnership Derby Office for further details. The closing date for CVs is Friday 19th September. Interviews will be scheduled upon a successful application process. Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
Sep 01, 2025
Full time
Role: Treasury Strategy Manager Type: Permanent Salary: 48,765 to 52,805 + LG Benefits 1 to 3 days a week onsite Location: East Midlands Sellick Partnership is delighted to be working with a Local Authority to recruit a Treasury Strategy Manager on a permanent basis. This is an excellent opportunity for a strategic and commercially-minded finance professional to lead the Council's investment and borrowing activities. You will play a critical role in developing the Council's treasury policies and capital strategies, ensuring long-term financial sustainability and value for money. Working at the heart of the Council's corporate finance team, you will provide high-level advice on complex capital projects, including joint ventures and significant property investments. The Responsibilities of the Treasury Strategy Manager include: Lead the development and execution of the Council's treasury and capital strategies. Provide expert financial advice on major investment proposals, borrowing structures, and risk. Deliver timely and accurate capital reporting, including monitoring and preparing statements for auditors. Develop policies in line with evolving legislation, ensuring alignment with the Council's strategic goals. Manage daily and long-term treasury decisions, ensuring best value and risk mitigation. Lead and develop a team of finance professionals, ensuring high performance and continuous improvement. Represent the Council at regional and national forums, contributing to strategic discussions. The ideal candidate for the Treasury Strategy Manager will have: Full CCAB qualification (CIPFA, ICAEW, ACCA, or CIMA) with post-qualified experience. Demonstrable experience in treasury management and capital strategy within a large, complex organisation. Strong knowledge of treasury strategies, capital legislation or corporate finance principles. Proven ability to advise senior stakeholders on complex financial matters. Experience in leading and developing finance teams. Excellent analytical, problem-solving, and communication skills. Open to private or public sector background. How to apply for the Treasury Strategy Manager role: If you are ready to take on this key leadership position and shape the future of a Local Authority's financial strategy, please apply directly or contact Tim Farnsworth at Sellick Partnership Derby Office for further details. The closing date for CVs is Friday 19th September. Interviews will be scheduled upon a successful application process. Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
Head of Finance Shrewsbury Permanent 37.5 hours per week Up to £55,000 per annum We are working with a well-established organisation who are looking for a Head of Finance on a permanent basis. The purpose of the role is to provide professional leadership to the company s finances and to contribute to the strategic planning and development of the organisation in your capacity as a member of the Senior Management Team. You will be responsible for: Annual budgets. Monthly management accounts. Financial planning and resource allocation, maximising resource efficiency and ensuring financial sustainability. Ensure regulatory compliance by ensuring accounting procedures meet legal standards and regulations. Provide all necessary financial reporting for SMT, managers, commissioners, and the Board. Maintain good communication and teamwork with colleagues across the executive team and the finance team, ensuring effective communication channels. Maintain investment oversight by managing investments to grow the financial portfolio. Monitor the external landscape for new ideas, emerging themes, government policy etc, which highlights new ways of working and opportunities, communicating back to the SMT to keep the organisation up to date. Lead on appropriate and significant projects as agreed by the SMT that have a significant financial impact or risk and manage contractors. Shape, influence, plan and support organisational growth and development, consistent with the direction of travel outlined in the business plans. Skills and Experience To be considered for this role you will need to be a fully-qualified accountant with experience of working in a similar role. The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours . If you do not hear from us within this time your details won t be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you re seeking a new permanent position, temporary assignment or contract you ll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: BLB26619
Sep 01, 2025
Full time
Head of Finance Shrewsbury Permanent 37.5 hours per week Up to £55,000 per annum We are working with a well-established organisation who are looking for a Head of Finance on a permanent basis. The purpose of the role is to provide professional leadership to the company s finances and to contribute to the strategic planning and development of the organisation in your capacity as a member of the Senior Management Team. You will be responsible for: Annual budgets. Monthly management accounts. Financial planning and resource allocation, maximising resource efficiency and ensuring financial sustainability. Ensure regulatory compliance by ensuring accounting procedures meet legal standards and regulations. Provide all necessary financial reporting for SMT, managers, commissioners, and the Board. Maintain good communication and teamwork with colleagues across the executive team and the finance team, ensuring effective communication channels. Maintain investment oversight by managing investments to grow the financial portfolio. Monitor the external landscape for new ideas, emerging themes, government policy etc, which highlights new ways of working and opportunities, communicating back to the SMT to keep the organisation up to date. Lead on appropriate and significant projects as agreed by the SMT that have a significant financial impact or risk and manage contractors. Shape, influence, plan and support organisational growth and development, consistent with the direction of travel outlined in the business plans. Skills and Experience To be considered for this role you will need to be a fully-qualified accountant with experience of working in a similar role. The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours . If you do not hear from us within this time your details won t be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you re seeking a new permanent position, temporary assignment or contract you ll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: BLB26619
Finance Manager job near Chester paying up to £70,000 Hays Senior Finance are working with a growing professional services company to recruit a qualified Finance Manager to be based from their head office near Chester. This established and growing company operates within a growing market place and has an impressive client base. Due to continued growth and a recent restructure they are looking to appoint a newly created Finance Manager to manage the existing finance team and bridge the dap with the Finance Director. Finance Manager duties will include - Oversee and manage the company's financial operations, ensuring accurate financial reporting, compliance with regulatory requirements, effective cash flow management, and the strategic use of financial resources. Provide senior management with timely and reliable financial information to support decision-making, maintain financial health, and drive business performance. Manage the finance team, optimising financial processes, and safeguarding the organisation's assets. Enhance current processes and procedures to ensure best in practice corporate governance. Manage month-end reporting, ensuring deadlines and accuracy. Prepare comprehensive management packs and executive summaries for the Board. Ownership of cash management and forecast process. Produce and review financial reports, budgets, and forecasts. Ensure financial controls, including PAYE, VAT, and payroll processes, are properly managed and compliant with relevant regulations. Ensure the organisation remains compliant with corporation tax requirements and submit necessary documentation accurately and on time. Ensure that the purchase ledgers are reviewed regularly, supplier payments are made accurately and on time, maintaining good relationships with external stakeholders. Regularly review debtors' ledgers and enhance procedures to improve DSO. Manage the annual audit process. Prepare comprehensive management packs and executive summaries for the Board. Provide financial analysis and recommendations for key business investments. Assist the Finance Director with funding needs, reporting requirements, and other strategic financial activities as required. Investigate potential IT solutions or initiatives that could improve financial processes, enhance efficiency, and ensure better reporting. We are keen to speak to qualified accountants who have an audit background and are potentially making their second move in Industry. The company is a flexible employer and does offer up to 50% WFH. We are not able to consider any candidates relocating or requiring VISA sponsorship at this time. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 01, 2025
Full time
Finance Manager job near Chester paying up to £70,000 Hays Senior Finance are working with a growing professional services company to recruit a qualified Finance Manager to be based from their head office near Chester. This established and growing company operates within a growing market place and has an impressive client base. Due to continued growth and a recent restructure they are looking to appoint a newly created Finance Manager to manage the existing finance team and bridge the dap with the Finance Director. Finance Manager duties will include - Oversee and manage the company's financial operations, ensuring accurate financial reporting, compliance with regulatory requirements, effective cash flow management, and the strategic use of financial resources. Provide senior management with timely and reliable financial information to support decision-making, maintain financial health, and drive business performance. Manage the finance team, optimising financial processes, and safeguarding the organisation's assets. Enhance current processes and procedures to ensure best in practice corporate governance. Manage month-end reporting, ensuring deadlines and accuracy. Prepare comprehensive management packs and executive summaries for the Board. Ownership of cash management and forecast process. Produce and review financial reports, budgets, and forecasts. Ensure financial controls, including PAYE, VAT, and payroll processes, are properly managed and compliant with relevant regulations. Ensure the organisation remains compliant with corporation tax requirements and submit necessary documentation accurately and on time. Ensure that the purchase ledgers are reviewed regularly, supplier payments are made accurately and on time, maintaining good relationships with external stakeholders. Regularly review debtors' ledgers and enhance procedures to improve DSO. Manage the annual audit process. Prepare comprehensive management packs and executive summaries for the Board. Provide financial analysis and recommendations for key business investments. Assist the Finance Director with funding needs, reporting requirements, and other strategic financial activities as required. Investigate potential IT solutions or initiatives that could improve financial processes, enhance efficiency, and ensure better reporting. We are keen to speak to qualified accountants who have an audit background and are potentially making their second move in Industry. The company is a flexible employer and does offer up to 50% WFH. We are not able to consider any candidates relocating or requiring VISA sponsorship at this time. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Temp to perm Compliance Officer vacancy, within the retail arm of an investment management firm. Client Details Global investment management firm. Role is hybrid and based in London. Description Conduct compliance reviews and sign-offs. Support as compliance liaison for any projects undertaken by the business. Provide advice to the business on all aspects of the regulatory framework applicable to UCITS managers. Design and deliver training on compliance and regulatory topics to be delivered at all levels of the business from new joiners through to senior management. Ad-hoc project work. Profile A successful Compliance Officer should have: Previous experience in a compliance role within the Retail Investment Management space. A strong understanding of regulatory frameworks and compliance standards. Bachelor's degree with an outstanding academic record from a reputable university. Self-starter with high standards, resilience, stamina, determination and perseverance. Job Offer Competitive daily rate of approximately 500+, depending on experience. Opportunity to work with a respected organisation in the financial services industry. Temporary role offering flexibility and hybrid working.
Sep 01, 2025
Seasonal
Temp to perm Compliance Officer vacancy, within the retail arm of an investment management firm. Client Details Global investment management firm. Role is hybrid and based in London. Description Conduct compliance reviews and sign-offs. Support as compliance liaison for any projects undertaken by the business. Provide advice to the business on all aspects of the regulatory framework applicable to UCITS managers. Design and deliver training on compliance and regulatory topics to be delivered at all levels of the business from new joiners through to senior management. Ad-hoc project work. Profile A successful Compliance Officer should have: Previous experience in a compliance role within the Retail Investment Management space. A strong understanding of regulatory frameworks and compliance standards. Bachelor's degree with an outstanding academic record from a reputable university. Self-starter with high standards, resilience, stamina, determination and perseverance. Job Offer Competitive daily rate of approximately 500+, depending on experience. Opportunity to work with a respected organisation in the financial services industry. Temporary role offering flexibility and hybrid working.
A newly set up London-based Single-Family Office is looking to hire an Equity Analyst to join their high performing team. The successful applicant will report to Senior Investment Managers and the Principal. The family office has a focus on mainly direct global equites with a few private equity investments. To be successful in this role you will have experience researching, analysing, and ultimately making investment recommendations and/or investing in listed equities within a Family office, buy-side or research role. The candidate will be expected to monitor the existing portfolio, ensuring timely reporting to the principals and other external stakeholders. Having a technical understanding is important but personal and cultural fit is of equal value to the family. Professional Background: Will have a strong technical knowledge of all aspects of public market analysis. Will have experience of public equity portfolio management and is likely to have been working in another family office, buy-side public equity role or research function. Will have an in-depth knowledge of the intricacies of Public Equity reporting, analysis and KPIs. Will have the ability to conduct thorough research to identify potential investment opportunities, with an understanding of risk assessment and mitigation strategies within a portfolio. Will have the capability to present their ideas and strategies clearly to stakeholders, with a keen eye for detail and accuracy. Ideally will have experience in a family office or of dealing with UHNW individuals but this is not essential. Must be proactive, strong communicators, hard working and committed to their strategy. Relevant Experience: 1-3 years of relevant professional experience in family office, buy-side public equity role or research function. Sound judgement and track record of analysing potential new investment opportunities and assessing risks and opportunities. Knowledge and experience of a wide range of stocks, geographies and markets. Experienced with financial models for valuations and financial returns analysis. Evidence of a genuine interest in investing. Experience of using a Bloomberg terminal. Responsibilities: Detailed research on companies and industries Provide quarterly commentary on the public equity markets by sector and geography and make recommendations. Oversee quarterly valuations. Prepare monthly equity reports on the consolidated portfolio movement and market commentary. Adhoc analyse on a range of investment projects, driven by the principal. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
Sep 01, 2025
Full time
A newly set up London-based Single-Family Office is looking to hire an Equity Analyst to join their high performing team. The successful applicant will report to Senior Investment Managers and the Principal. The family office has a focus on mainly direct global equites with a few private equity investments. To be successful in this role you will have experience researching, analysing, and ultimately making investment recommendations and/or investing in listed equities within a Family office, buy-side or research role. The candidate will be expected to monitor the existing portfolio, ensuring timely reporting to the principals and other external stakeholders. Having a technical understanding is important but personal and cultural fit is of equal value to the family. Professional Background: Will have a strong technical knowledge of all aspects of public market analysis. Will have experience of public equity portfolio management and is likely to have been working in another family office, buy-side public equity role or research function. Will have an in-depth knowledge of the intricacies of Public Equity reporting, analysis and KPIs. Will have the ability to conduct thorough research to identify potential investment opportunities, with an understanding of risk assessment and mitigation strategies within a portfolio. Will have the capability to present their ideas and strategies clearly to stakeholders, with a keen eye for detail and accuracy. Ideally will have experience in a family office or of dealing with UHNW individuals but this is not essential. Must be proactive, strong communicators, hard working and committed to their strategy. Relevant Experience: 1-3 years of relevant professional experience in family office, buy-side public equity role or research function. Sound judgement and track record of analysing potential new investment opportunities and assessing risks and opportunities. Knowledge and experience of a wide range of stocks, geographies and markets. Experienced with financial models for valuations and financial returns analysis. Evidence of a genuine interest in investing. Experience of using a Bloomberg terminal. Responsibilities: Detailed research on companies and industries Provide quarterly commentary on the public equity markets by sector and geography and make recommendations. Oversee quarterly valuations. Prepare monthly equity reports on the consolidated portfolio movement and market commentary. Adhoc analyse on a range of investment projects, driven by the principal. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
Our client is seeking a Senior Investment Manager to join their established investment company. The selected candidate will report to the Family Director and the Investment Committee. You must be working in EU time zone for this position. About The investment company manages a diverse portfolio including equities, fixed income, hedge funds, private equities and direct investments. The Senior Investment Manager will primarily focus on managing our equities and hedge fund portfolios while supporting broader investment activities and total portfolio strategy. They cultivate a culture where innovation thrives through challenging the status quo, embracing calculated risks, and approaching every challenge with the resourcefulness and vision of founders. Responsibilities: Take part in overall portfolio, investment strategy decisions, asset allocations and risk management. Develop an investment strategy customized to our company's mandate, with particular focus on equities and hedge funds Identify emerging market trends and capitalize on strategic opportunities Source investments and maintain relationships with other LPs, GPs, and Advisors to build a high-quality pipeline of opportunities Develop and execute a thorough due diligence process for investments Conduct comprehensive due diligence on investments - both new and existing Track exposures in the portfolio and implement risk management strategies Monitor and report investment performance to family office principal(s) Ensure compliance with financial regulations and investment governance Qualifications: 10+ years in asset management, preferably with a fund of hedge funds or another allocator with a specialisation in hedge funds and equities Demonstrated track record of successful investment selections and portfolio performance Strong network and exceptional deal-sourcing capabilities Deep expertise in due diligence and sourcing, particularly in hedge fund strategies Advanced analytical skills and proficiency in portfolio modelling Excellent communication skills and ability to present complex investment concepts clearly Entrepreneurial mindset with ability to identify unique opportunities Must be EU based. This position offers a unique opportunity to both manage and build equities and hedge fund portfolios, while contributing to all aspects of our investment strategy in a dynamic, forward-thinking environment. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
Sep 01, 2025
Full time
Our client is seeking a Senior Investment Manager to join their established investment company. The selected candidate will report to the Family Director and the Investment Committee. You must be working in EU time zone for this position. About The investment company manages a diverse portfolio including equities, fixed income, hedge funds, private equities and direct investments. The Senior Investment Manager will primarily focus on managing our equities and hedge fund portfolios while supporting broader investment activities and total portfolio strategy. They cultivate a culture where innovation thrives through challenging the status quo, embracing calculated risks, and approaching every challenge with the resourcefulness and vision of founders. Responsibilities: Take part in overall portfolio, investment strategy decisions, asset allocations and risk management. Develop an investment strategy customized to our company's mandate, with particular focus on equities and hedge funds Identify emerging market trends and capitalize on strategic opportunities Source investments and maintain relationships with other LPs, GPs, and Advisors to build a high-quality pipeline of opportunities Develop and execute a thorough due diligence process for investments Conduct comprehensive due diligence on investments - both new and existing Track exposures in the portfolio and implement risk management strategies Monitor and report investment performance to family office principal(s) Ensure compliance with financial regulations and investment governance Qualifications: 10+ years in asset management, preferably with a fund of hedge funds or another allocator with a specialisation in hedge funds and equities Demonstrated track record of successful investment selections and portfolio performance Strong network and exceptional deal-sourcing capabilities Deep expertise in due diligence and sourcing, particularly in hedge fund strategies Advanced analytical skills and proficiency in portfolio modelling Excellent communication skills and ability to present complex investment concepts clearly Entrepreneurial mindset with ability to identify unique opportunities Must be EU based. This position offers a unique opportunity to both manage and build equities and hedge fund portfolios, while contributing to all aspects of our investment strategy in a dynamic, forward-thinking environment. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
Job Title: Chartered Financial Planner / Manager Location: Remote - Need to be able to get to Newbury or Croydon Contract: Full-time, Permanent The Opportunity I'm working with a highly respected and growing financial planning firm that is looking to appoint an ambitious Chartered Financial Planner / Manager . This is a rare opportunity for an experienced adviser who wants to combine their technical expertise with leadership. You'll not only deliver high-quality advice to clients but also manage and develop a team of 8 Financial Planners, helping to shape the future direction of the business. What's Involved Delivering expert, holistic financial advice across investments, pensions, protection, tax planning, and estate planning. Leading, mentoring, and supporting a team of 8 Financial Planners to ensure performance, development, and compliance standards are consistently achieved. Acting as a technical and strategic sounding board for your team, while continuing to grow your own client relationships. Working closely with senior management to support business growth and enhance client outcomes. Ensuring all activity is carried out in line with FCA regulations and company policy. What You'll Need Chartered Financial Planner status (CII or equivalent). A proven track record as a successful Financial Adviser. Previous leadership, mentoring, or management experience. Strong technical knowledge across pensions, investments, and tax planning. Excellent people skills with the ability to inspire and motivate a team. What's On Offer Competitive salary with bonus potential. Comprehensive benefits package, including pension and ongoing professional development. A genuine leadership role with clear progression opportunities. The chance to make a real impact-balancing client advice with team leadership. If you're a Chartered Financial Planner looking for the next step in your career, combining advice with management, please apply today via Reed or get in touch for a confidential discussion.
Sep 01, 2025
Full time
Job Title: Chartered Financial Planner / Manager Location: Remote - Need to be able to get to Newbury or Croydon Contract: Full-time, Permanent The Opportunity I'm working with a highly respected and growing financial planning firm that is looking to appoint an ambitious Chartered Financial Planner / Manager . This is a rare opportunity for an experienced adviser who wants to combine their technical expertise with leadership. You'll not only deliver high-quality advice to clients but also manage and develop a team of 8 Financial Planners, helping to shape the future direction of the business. What's Involved Delivering expert, holistic financial advice across investments, pensions, protection, tax planning, and estate planning. Leading, mentoring, and supporting a team of 8 Financial Planners to ensure performance, development, and compliance standards are consistently achieved. Acting as a technical and strategic sounding board for your team, while continuing to grow your own client relationships. Working closely with senior management to support business growth and enhance client outcomes. Ensuring all activity is carried out in line with FCA regulations and company policy. What You'll Need Chartered Financial Planner status (CII or equivalent). A proven track record as a successful Financial Adviser. Previous leadership, mentoring, or management experience. Strong technical knowledge across pensions, investments, and tax planning. Excellent people skills with the ability to inspire and motivate a team. What's On Offer Competitive salary with bonus potential. Comprehensive benefits package, including pension and ongoing professional development. A genuine leadership role with clear progression opportunities. The chance to make a real impact-balancing client advice with team leadership. If you're a Chartered Financial Planner looking for the next step in your career, combining advice with management, please apply today via Reed or get in touch for a confidential discussion.
Senior IFA Administrator - Financial Planning Location: Warwick Salary: Up to £35,000 DOE Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office. This is a varied and rewarding role where you'll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You'll also act as a role model to the administration team, sharing expertise and helping to develop others. Key Responsibilities Prepare valuation reports, performance documentation, and adviser review packs Process new business and ensure all compliance documentation is in place Liaise with providers to obtain policy information, illustrations, and valuations Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements Maintain accurate client records on the back-office system Provide post-review summaries to clients and keep them updated on progress Support complex cases across investments, pensions, protection, and mortgages Assist with research and prepare fund switch reports using FE Analytics Mentor and coach junior administrators to ensure consistent quality What We're Looking For Minimum of 5 years' experience as an IFA Administrator Proven ability to handle complex client work and high-profile cases Excellent communication and relationship management skills Strong technical knowledge of financial products and compliance requirements Proficient in back-office systems and Microsoft Office Exceptional attention to detail and organisational skills What's on Offer Salary up to £35,000 DOE 3% employer pension contribution 23 days holiday bank holidays (rising with service) Life cover (4x salary), income protection, company sick pay Employee Assistance Programme & financial wellbeing support Hybrid working - up to 2 days WFH Apply Now If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we'd love to hear from you. Apply today NJR15961
Sep 01, 2025
Full time
Senior IFA Administrator - Financial Planning Location: Warwick Salary: Up to £35,000 DOE Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office. This is a varied and rewarding role where you'll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You'll also act as a role model to the administration team, sharing expertise and helping to develop others. Key Responsibilities Prepare valuation reports, performance documentation, and adviser review packs Process new business and ensure all compliance documentation is in place Liaise with providers to obtain policy information, illustrations, and valuations Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements Maintain accurate client records on the back-office system Provide post-review summaries to clients and keep them updated on progress Support complex cases across investments, pensions, protection, and mortgages Assist with research and prepare fund switch reports using FE Analytics Mentor and coach junior administrators to ensure consistent quality What We're Looking For Minimum of 5 years' experience as an IFA Administrator Proven ability to handle complex client work and high-profile cases Excellent communication and relationship management skills Strong technical knowledge of financial products and compliance requirements Proficient in back-office systems and Microsoft Office Exceptional attention to detail and organisational skills What's on Offer Salary up to £35,000 DOE 3% employer pension contribution 23 days holiday bank holidays (rising with service) Life cover (4x salary), income protection, company sick pay Employee Assistance Programme & financial wellbeing support Hybrid working - up to 2 days WFH Apply Now If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we'd love to hear from you. Apply today NJR15961
Technology Director London (Hybrid, 2-3 days per week on-site) Up to £120,000 + bonus The Company A global leader in rental housing investment, development, and management, operating across multiple countries and brands. With a diverse portfolio spanning student accommodation, family apartments, and short-stay properties, the business is scaling its European operations and strengthening its technology function. The Role As Technology Director for Delivery & Operations, you will oversee property operations technology across Europe. Working closely with digital product teams and senior stakeholders, you'll be responsible for implementing and enhancing core systems, managing high-value contracts, and ensuring technology enables seamless operational processes across the rental journey. Key Responsibilities Lead delivery and operations of property management systems across European markets. Act as decision-maker and advocate for new technology investments, including business case development. Manage a European delivery team plus offshore resources in India. Oversee implementation and optimisation of platforms such as Yardi, Entrata, and Salesforce. Drive efficiency and consistency in operational processes: from leasing to payments, deposits, and inventory. Candidate Profile Proven experience delivering and managing property management, hotel, or logistics systems. Background in real estate, property, or hospitality strongly preferred (retail also considered). Skilled in managing teams across multiple geographies and working with offshore service centres. Digitally minded, with a focus on operational delivery rather than product development. Confident stakeholder manager, able to operate at Director level in a global business. The Offer £120,000 base salary Annual bonus. Hybrid working, with 2-3 days per week on-site in Central London. Opportunity to shape technology delivery across multiple European markets.
Sep 01, 2025
Full time
Technology Director London (Hybrid, 2-3 days per week on-site) Up to £120,000 + bonus The Company A global leader in rental housing investment, development, and management, operating across multiple countries and brands. With a diverse portfolio spanning student accommodation, family apartments, and short-stay properties, the business is scaling its European operations and strengthening its technology function. The Role As Technology Director for Delivery & Operations, you will oversee property operations technology across Europe. Working closely with digital product teams and senior stakeholders, you'll be responsible for implementing and enhancing core systems, managing high-value contracts, and ensuring technology enables seamless operational processes across the rental journey. Key Responsibilities Lead delivery and operations of property management systems across European markets. Act as decision-maker and advocate for new technology investments, including business case development. Manage a European delivery team plus offshore resources in India. Oversee implementation and optimisation of platforms such as Yardi, Entrata, and Salesforce. Drive efficiency and consistency in operational processes: from leasing to payments, deposits, and inventory. Candidate Profile Proven experience delivering and managing property management, hotel, or logistics systems. Background in real estate, property, or hospitality strongly preferred (retail also considered). Skilled in managing teams across multiple geographies and working with offshore service centres. Digitally minded, with a focus on operational delivery rather than product development. Confident stakeholder manager, able to operate at Director level in a global business. The Offer £120,000 base salary Annual bonus. Hybrid working, with 2-3 days per week on-site in Central London. Opportunity to shape technology delivery across multiple European markets.
Morris Sinclair Recruitment
Great Linford, Buckinghamshire
The Opportunity We are partnering with a dynamic technology company who are seeking a talented Senior Digital Marketing Manager to lead their online strategy and digital transformation. This is a fantastic opportunity for an experienced digital professional to take full ownership of multi-site web operations whilst contributing to exciting product development initiatives alongside senior technical leadership. The role offers the chance to shape digital strategy from the ground up, working with cutting-edge platforms and technologies to drive measurable business growth through enhanced online presence and customer engagement. Core Accountabilities Multi-Platform Management: Lead comprehensive digital estate including multiple WordPress environments, ensuring seamless user journeys and optimised conversion pathways Performance Optimisation: Drive continuous improvement of digital assets through data-driven insights, performance monitoring, and strategic enhancement initiatives Strategic Analysis: Conduct in-depth analysis of digital performance metrics, user behaviour patterns, and market intelligence to inform business strategy Campaign Leadership: Orchestrate integrated digital marketing campaigns from conception to delivery, ensuring optimal resource allocation and timeline adherence Vendor Relations: Manage strategic partnerships with external digital specialists to maximise campaign effectiveness and return on investment Technical Implementation: Apply advanced knowledge of search optimisation, paid media strategies, and performance enhancement methodologies Innovation Projects: Collaborate on forward-thinking initiatives to develop new digital revenue streams and enhance existing product offerings Experience Demonstrable growth in digital engagement, traffic acquisition, and conversion performance Enhanced search visibility and technical performance benchmarks Proven ROI improvement across all digital marketing investments Maintained brand coherence and elevated customer experience scores Successful delivery of strategic digital objectives within agreed parameters Candidate Profile Professional Background: 5+ years in senior marketing positions with substantial digital focus Extensive experience managing complex WordPress architectures and hosting environments Advanced proficiency with Google's marketing ecosystem and analytics platforms Strong technical capabilities across PHP, HTML, CSS, and JavaScript frameworks Comprehensive full-stack development experience Expertise in conversion optimisation, user experience design, and interface development Deep understanding of cybersecurity protocols, authentication systems, and compliance requirements Proven ability to implement complex API integrations and third-party systems Strategic Capabilities: Track record of delivering successful multi-channel digital strategies Advanced expertise in organic search, paid advertising, and technical optimisation Strong analytical mindset with experience interpreting complex data sets and KPIs Proven project leadership and external agency management experience Excellent stakeholder management and cross-departmental collaboration skills Academic Requirements: Honours degree in Computing, Digital Technology, Information Systems, or equivalent professional qualification Package & Benefits Schedule: Full-time position (35 hours weekly) with standard business hours Monday-Friday 9.00 - 17.00 Location: Milton Keynes headquarters with hybrid working arrangements Remuneration: Highly competitive salary commensurate with experience plus performance-related bonus structure Benefits: Comprehensive package including sustainable transport scheme, technology allowance, life cover, and additional company perks Development: Opportunity to work directly with C-suite executives on strategic product development initiatives Please note: Role may require occasional flexibility outside standard hours to support critical business activities.
Sep 01, 2025
Full time
The Opportunity We are partnering with a dynamic technology company who are seeking a talented Senior Digital Marketing Manager to lead their online strategy and digital transformation. This is a fantastic opportunity for an experienced digital professional to take full ownership of multi-site web operations whilst contributing to exciting product development initiatives alongside senior technical leadership. The role offers the chance to shape digital strategy from the ground up, working with cutting-edge platforms and technologies to drive measurable business growth through enhanced online presence and customer engagement. Core Accountabilities Multi-Platform Management: Lead comprehensive digital estate including multiple WordPress environments, ensuring seamless user journeys and optimised conversion pathways Performance Optimisation: Drive continuous improvement of digital assets through data-driven insights, performance monitoring, and strategic enhancement initiatives Strategic Analysis: Conduct in-depth analysis of digital performance metrics, user behaviour patterns, and market intelligence to inform business strategy Campaign Leadership: Orchestrate integrated digital marketing campaigns from conception to delivery, ensuring optimal resource allocation and timeline adherence Vendor Relations: Manage strategic partnerships with external digital specialists to maximise campaign effectiveness and return on investment Technical Implementation: Apply advanced knowledge of search optimisation, paid media strategies, and performance enhancement methodologies Innovation Projects: Collaborate on forward-thinking initiatives to develop new digital revenue streams and enhance existing product offerings Experience Demonstrable growth in digital engagement, traffic acquisition, and conversion performance Enhanced search visibility and technical performance benchmarks Proven ROI improvement across all digital marketing investments Maintained brand coherence and elevated customer experience scores Successful delivery of strategic digital objectives within agreed parameters Candidate Profile Professional Background: 5+ years in senior marketing positions with substantial digital focus Extensive experience managing complex WordPress architectures and hosting environments Advanced proficiency with Google's marketing ecosystem and analytics platforms Strong technical capabilities across PHP, HTML, CSS, and JavaScript frameworks Comprehensive full-stack development experience Expertise in conversion optimisation, user experience design, and interface development Deep understanding of cybersecurity protocols, authentication systems, and compliance requirements Proven ability to implement complex API integrations and third-party systems Strategic Capabilities: Track record of delivering successful multi-channel digital strategies Advanced expertise in organic search, paid advertising, and technical optimisation Strong analytical mindset with experience interpreting complex data sets and KPIs Proven project leadership and external agency management experience Excellent stakeholder management and cross-departmental collaboration skills Academic Requirements: Honours degree in Computing, Digital Technology, Information Systems, or equivalent professional qualification Package & Benefits Schedule: Full-time position (35 hours weekly) with standard business hours Monday-Friday 9.00 - 17.00 Location: Milton Keynes headquarters with hybrid working arrangements Remuneration: Highly competitive salary commensurate with experience plus performance-related bonus structure Benefits: Comprehensive package including sustainable transport scheme, technology allowance, life cover, and additional company perks Development: Opportunity to work directly with C-suite executives on strategic product development initiatives Please note: Role may require occasional flexibility outside standard hours to support critical business activities.
This role is only open to applicants with the permanent right to work in the UK Fixed Term Contract (9-12 months), 37.5 hours per week An opportunity to make a difference At Border to Coast our purpose is to make a difference and we're looking for a keen Programme Manager to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We're the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. We are looking for a successful change management professional with proven financial services experience to help drive the delivery of complex strategic projects and programmes of work. The Programme Manager will manage all elements of assigned programmes from inception to completion, ensuring programmes have the appropriate auditable governance and that delivery, assurance, reporting and benefits achievement are managed effectively and timely to senior stakeholders up to Board level TheProgramme Manager is expected to articulate and maintain a clear line of sight through all programme delivery. We are recruiting in line with our longer term strategic direction. The role will support the Change team in providing the professional framework and technical discipline to support the wider organisation in planning, initiating, monitoring, delivering and reporting change initiatives within the firm. The role - what you'll be doing As a Programme Manager your role is hugely important and will include: Provide effective leadership throughout your area of responsibility, living Border to Coast values at all times to maximise colleague experience and organisation performance. Manage delivery of programmes within Border to Coast's development portfolio, as approved, scoped and designed by senior stakeholders/sponsor. Develop programme delivery plans and drive the execution of complex programmes with key strategic projects Manage multiple stakeholders and programme resources and provide constructive challenge where necessary Communicate effectively across the organisation, Executive, partners, suppliers and workstreams to ensure delivery objectives, benefits and outcomes are fully understood, particularly around programme and project interdependencies and risk management. Engage in the relationship between the aims of a programme and wider Corporate strategic planning and roadmap delivery. Develop programme management capability, including skills, knowledge and behaviours through coaching and training, to ensure agreed corporate approaches are embedded throughout the organisation. Provide operational oversight and support to Programme and Project Sponsors, Senior Project Managers, Project Managers and Workstream Leads as required to ensure programme and project objectives are achieved. Deliver effective programme management reporting within the organisational PMO governance framework. Provide strong programme management across a range of key strategic projects within the business, ensuring all stakeholders are supported and key milestones delivered. Lead on the identification, reporting and mitigation of key business risks Confirm successful delivery of the programmes completion About you - and the value you'll bring to our team Experience of successful programme management within a large financial services organisation. A reputation for effective stakeholder engagement and reporting. The ability to challenge the norm and guide the organisation and our stakeholders to agreed outcomes. Wide understanding of risk management and its application in a financial service environment. Why join Border to Coast? At Border to Coast, you will receive competitive remuneration and have access to excellent benefits: Vitality Health Insurance for all employees Employee Assistance Programme A generous holiday allowance of 30 days a year, plus bank holidays Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC) Critical Illness Cover Pension scheme Stunning Leeds city centre location only a short walk to the train station Cycle to work scheme Life Assurance of 6 times of salary Sustainable travel plans and public transport discounts Range of discounts for Leeds gyms, shops and restaurants Hybrid working Onsite gym We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development. If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. We're looking for people with the right values, behaviours, skills and experiences and if you meet some of the role's criteria and are interested in finding out more about Border to Coast and the team, we'd love to hear from you.
Sep 01, 2025
Full time
This role is only open to applicants with the permanent right to work in the UK Fixed Term Contract (9-12 months), 37.5 hours per week An opportunity to make a difference At Border to Coast our purpose is to make a difference and we're looking for a keen Programme Manager to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We're the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. We are looking for a successful change management professional with proven financial services experience to help drive the delivery of complex strategic projects and programmes of work. The Programme Manager will manage all elements of assigned programmes from inception to completion, ensuring programmes have the appropriate auditable governance and that delivery, assurance, reporting and benefits achievement are managed effectively and timely to senior stakeholders up to Board level TheProgramme Manager is expected to articulate and maintain a clear line of sight through all programme delivery. We are recruiting in line with our longer term strategic direction. The role will support the Change team in providing the professional framework and technical discipline to support the wider organisation in planning, initiating, monitoring, delivering and reporting change initiatives within the firm. The role - what you'll be doing As a Programme Manager your role is hugely important and will include: Provide effective leadership throughout your area of responsibility, living Border to Coast values at all times to maximise colleague experience and organisation performance. Manage delivery of programmes within Border to Coast's development portfolio, as approved, scoped and designed by senior stakeholders/sponsor. Develop programme delivery plans and drive the execution of complex programmes with key strategic projects Manage multiple stakeholders and programme resources and provide constructive challenge where necessary Communicate effectively across the organisation, Executive, partners, suppliers and workstreams to ensure delivery objectives, benefits and outcomes are fully understood, particularly around programme and project interdependencies and risk management. Engage in the relationship between the aims of a programme and wider Corporate strategic planning and roadmap delivery. Develop programme management capability, including skills, knowledge and behaviours through coaching and training, to ensure agreed corporate approaches are embedded throughout the organisation. Provide operational oversight and support to Programme and Project Sponsors, Senior Project Managers, Project Managers and Workstream Leads as required to ensure programme and project objectives are achieved. Deliver effective programme management reporting within the organisational PMO governance framework. Provide strong programme management across a range of key strategic projects within the business, ensuring all stakeholders are supported and key milestones delivered. Lead on the identification, reporting and mitigation of key business risks Confirm successful delivery of the programmes completion About you - and the value you'll bring to our team Experience of successful programme management within a large financial services organisation. A reputation for effective stakeholder engagement and reporting. The ability to challenge the norm and guide the organisation and our stakeholders to agreed outcomes. Wide understanding of risk management and its application in a financial service environment. Why join Border to Coast? At Border to Coast, you will receive competitive remuneration and have access to excellent benefits: Vitality Health Insurance for all employees Employee Assistance Programme A generous holiday allowance of 30 days a year, plus bank holidays Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC) Critical Illness Cover Pension scheme Stunning Leeds city centre location only a short walk to the train station Cycle to work scheme Life Assurance of 6 times of salary Sustainable travel plans and public transport discounts Range of discounts for Leeds gyms, shops and restaurants Hybrid working Onsite gym We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development. If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. We're looking for people with the right values, behaviours, skills and experiences and if you meet some of the role's criteria and are interested in finding out more about Border to Coast and the team, we'd love to hear from you.
Finance Business Partner Have you got a background in Finance Business Partnering ? Are you looking for a new role to start asap? Your new company I am currently working with an amazing, global insurance company that is looking for an Interim Finance Business Partner to join their finance team. They are looking for someone on a 6-month contract. They are looking for a business partner who is energetic, willing to challenge processes, hit the ground running and produce business plans. Your new role Drive overall performance by managing the departmental financials and supporting divisional managers with strategic decision-making Monitor revenue and cost trends, providing analysis and insights to guide corrective actions and improve financial outcomes Build strong relationships with department heads, ensuring they understand financial results and are supported in decision-making Identify opportunities for efficiency, challenging spending decisions and build financial business cases for investments and cost efficiencies Lead planning and analysis efforts, including 3-year plans, ad hoc financial analysis and continuous process improvement initiatives, streamlining where possible What you'll need to succeed ACA/ACCA/CIMA qualification and must have experience with Finance Business Partnering Experience working in an insurance business Experience with business cases, investment appraisals and financial modelling Experience with producing reports and outputs for senior stakeholders and executive teams, ability to identify and pull out key messages, summarise findings Excellent time management and organisation skills required Advanced Excel skills required Knowledge of Oracle or Peoplesoft systems is beneficial Strong communication and commercial acumen, proactive and flexible skills required What you'll get in return Day rate Hybrid working Opportunity to work within a global business What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 01, 2025
Seasonal
Finance Business Partner Have you got a background in Finance Business Partnering ? Are you looking for a new role to start asap? Your new company I am currently working with an amazing, global insurance company that is looking for an Interim Finance Business Partner to join their finance team. They are looking for someone on a 6-month contract. They are looking for a business partner who is energetic, willing to challenge processes, hit the ground running and produce business plans. Your new role Drive overall performance by managing the departmental financials and supporting divisional managers with strategic decision-making Monitor revenue and cost trends, providing analysis and insights to guide corrective actions and improve financial outcomes Build strong relationships with department heads, ensuring they understand financial results and are supported in decision-making Identify opportunities for efficiency, challenging spending decisions and build financial business cases for investments and cost efficiencies Lead planning and analysis efforts, including 3-year plans, ad hoc financial analysis and continuous process improvement initiatives, streamlining where possible What you'll need to succeed ACA/ACCA/CIMA qualification and must have experience with Finance Business Partnering Experience working in an insurance business Experience with business cases, investment appraisals and financial modelling Experience with producing reports and outputs for senior stakeholders and executive teams, ability to identify and pull out key messages, summarise findings Excellent time management and organisation skills required Advanced Excel skills required Knowledge of Oracle or Peoplesoft systems is beneficial Strong communication and commercial acumen, proactive and flexible skills required What you'll get in return Day rate Hybrid working Opportunity to work within a global business What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
