We re seeking a visionary Finance Director to help steer a respected, well-established charity at a pivotal moment in its strategic development. Reporting to the Chief Executive and working as part of the Senior Leadership Team, you will play a key role in shaping the organisation s future, supporting its mission, and ensuring long-term financial sustainability. You will lead on all aspects of financial management, planning, and reporting, while also overseeing risk assurance, financial compliance, procurement, and pensions. We are seeking a qualified accountant with senior finance leadership experience, strategic acumen, and strong stakeholder engagement skills. You will be a collaborative leader who places people at the heart of your approach, with the ability to build effective relationships across the organisation and with external partners. As a charity, we value individuals who can work closely with our Board of Trustees and Finance subcommittee, and who demonstrate a strong commitment to Equity, Diversity and Inclusion, as well as environmental sustainability. Alignment with our values and purpose is essential. We re looking for a strategic thinker and hands-on leader with: Proven experience in senior financial leadership, ideally within the charity or cultural sector. Strong understanding of charity finance, governance, and compliance. Excellent communication and stakeholder engagement skills. A collaborative, values-driven approach to leadership Why Join Us? Join a fantastic, friendly team of over 400 staff and 400 volunteers. Free access privilege pass for your yourself and three other people. Work within a beautiful and unique location. Discount on catering and retail. Free Parking. Bike2Work scheme. 25 days holiday (plus Bank Holidays) and increasing to 30 days after 5 years. 2 wellbeing days for all employees Work for a charity in the heritage sector where all profits are reinvested into further developing our charity, its people and reaching our communities. Access to an Employee Assistance Programme. Staff and volunteer social events throughout the year. As someone who is a potentially strong fit for this opportunity, upon clicking "Apply" your details will be forwarded to the recruiter, who may then contact you directly. Given the senior nature of this role, the recruiter may contact strong candidates that emerge on a rolling basis, so early submissions are encouraged.
Sep 04, 2025
Full time
We re seeking a visionary Finance Director to help steer a respected, well-established charity at a pivotal moment in its strategic development. Reporting to the Chief Executive and working as part of the Senior Leadership Team, you will play a key role in shaping the organisation s future, supporting its mission, and ensuring long-term financial sustainability. You will lead on all aspects of financial management, planning, and reporting, while also overseeing risk assurance, financial compliance, procurement, and pensions. We are seeking a qualified accountant with senior finance leadership experience, strategic acumen, and strong stakeholder engagement skills. You will be a collaborative leader who places people at the heart of your approach, with the ability to build effective relationships across the organisation and with external partners. As a charity, we value individuals who can work closely with our Board of Trustees and Finance subcommittee, and who demonstrate a strong commitment to Equity, Diversity and Inclusion, as well as environmental sustainability. Alignment with our values and purpose is essential. We re looking for a strategic thinker and hands-on leader with: Proven experience in senior financial leadership, ideally within the charity or cultural sector. Strong understanding of charity finance, governance, and compliance. Excellent communication and stakeholder engagement skills. A collaborative, values-driven approach to leadership Why Join Us? Join a fantastic, friendly team of over 400 staff and 400 volunteers. Free access privilege pass for your yourself and three other people. Work within a beautiful and unique location. Discount on catering and retail. Free Parking. Bike2Work scheme. 25 days holiday (plus Bank Holidays) and increasing to 30 days after 5 years. 2 wellbeing days for all employees Work for a charity in the heritage sector where all profits are reinvested into further developing our charity, its people and reaching our communities. Access to an Employee Assistance Programme. Staff and volunteer social events throughout the year. As someone who is a potentially strong fit for this opportunity, upon clicking "Apply" your details will be forwarded to the recruiter, who may then contact you directly. Given the senior nature of this role, the recruiter may contact strong candidates that emerge on a rolling basis, so early submissions are encouraged.
ACCA, ACA, CIMA Your new company Hays Accountancy & Finance are currently recruiting for an experienced Interim Finance Manager to join a well-established charity based in Belfast. This is a key leadership role, responsible for overseeing all aspects of financial management, compliance, and reporting, while supporting strategic decision-making across the organisation. Your new role Preparation of monthly management accounts and variance analysis.Leading budgeting and forecasting processes.Producing statutory financial statements and managing audit processes.Overseeing payroll, pensions, and statutory returns.Managing cash flow, bank reconciliations, and financial controls.Enhancing financial systems and procedures.Providing financial insights to support strategic planning and funding bids.Collaborating with operational teams to cost projects and monitor expenditure.Advising senior leadership on financial risk and investment policy.Ensuring compliance with charity SORP, GDPR, and financial regulations.Maintaining financial policies and procedures.Leading internal audits and strengthening financial governance.Managing finance staff and supporting their development.Working closely with senior management and contributing to organisational planning. What you'll need to succeed Professional accounting qualification (ACCA, ACA, CIMA).3-5 years' experience in financial management.Strong understanding of charity finance and statutory reporting.Ideally experience in the voluntary or charity sector, or familiarity with charity SORP and fundraising finance. What you'll get in return Flexible working options available. 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 on your career. #
Sep 04, 2025
Seasonal
ACCA, ACA, CIMA Your new company Hays Accountancy & Finance are currently recruiting for an experienced Interim Finance Manager to join a well-established charity based in Belfast. This is a key leadership role, responsible for overseeing all aspects of financial management, compliance, and reporting, while supporting strategic decision-making across the organisation. Your new role Preparation of monthly management accounts and variance analysis.Leading budgeting and forecasting processes.Producing statutory financial statements and managing audit processes.Overseeing payroll, pensions, and statutory returns.Managing cash flow, bank reconciliations, and financial controls.Enhancing financial systems and procedures.Providing financial insights to support strategic planning and funding bids.Collaborating with operational teams to cost projects and monitor expenditure.Advising senior leadership on financial risk and investment policy.Ensuring compliance with charity SORP, GDPR, and financial regulations.Maintaining financial policies and procedures.Leading internal audits and strengthening financial governance.Managing finance staff and supporting their development.Working closely with senior management and contributing to organisational planning. What you'll need to succeed Professional accounting qualification (ACCA, ACA, CIMA).3-5 years' experience in financial management.Strong understanding of charity finance and statutory reporting.Ideally experience in the voluntary or charity sector, or familiarity with charity SORP and fundraising finance. What you'll get in return Flexible working options available. 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 on your career. #
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Sep 03, 2025
Full time
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Location: Lift Unity City, Middlesbrough (please note the role will require regular travel to Hull, Barnsley and Sheffield offices) Hybrid working: 3 days in the office(s) and 2 days at home Hours: 37 hours per week, 52.14 weeks per year Salary: £29,000 - £34,000 + wellbeing cash plan + pension scheme (LGPS) + additional Lift Schools benefits Contract: Permanent At Lift Schools, our mission is simple yet ambitious: every child receives an excellent education, in every classroom, every day. To achieve this, we need colleagues who are highly organised, collaborative, and committed to making a difference. We are seeking a Regional Officer based in our regional office, to play a pivotal role in supporting our Regional Education Director (RED) and across our regional schools. The North region of schools consists of 15 primary (12) and secondary (3) schools, the largest region within Lift Schools. Being a Regional Officer provides a diverse and fast paced work flow, acting as the glue across the region, you will ensure effective communication, strong governance, and smooth administration, helping to create a culture of collaboration and excellence. As a Regional Officer, you will: Provide high-quality administrative and governance support to the RED. Support the smooth running of the regional office, ensuring it is an effective and professional hub. Enable effective local governance by working closely with Academy Councils, helping elevate the voices of parents, carers, colleagues, and communities. Organise and clerk review panels for suspensions, exclusions and complaints (once trained). Play an active part in regional operations, safeguarding monitoring, and compliance with trust-wide policies. Represent Lift Schools with professionalism and integrity, ensuring all colleagues, visitors, and partners experience our values in action. This role is central to ensuring that school leaders, Academy Councils, and central teams work in partnership, so that every school in the region is supported to thrive. What we re looking for Essential skills & experience: Experience in a similar/ transferrable role demonstrating strong administrative and communication skills. Excellent IT, verbal, and written communication skills. Highly organised, with the ability to work at scale, prioritise workloads and support others to do the same. Experience of arranging and clerking meetings or conferences. Calm, professional, and able to listen and assess information with care. Strong team player, flexible and reliable, with a keen eye for detail. Professional foresight and able to think and plan ahead. Absolute discretion and commitment to maintaining confidentiality. A UK driving licence (travel across the schools within the region and central offices will be essential for this role - we provide the use of a hire car for travel as and when required) Desirable qualifications & experience: Level 3 qualifications or above (A levels or equivalent). Governance training. Recognised secretarial/administration qualifications. Health & Safety training (e.g. First Aid, Fire Marshal). IT literacy with Google Workspace. If you're ready to impact young people's lives positively, we encourage you to apply. Who is Lift Schools? We re a diverse and inclusive network of schools with one clear mission; to provide an excellent education to every child - in every classroom, every day. And we do this across each of our 57 schools. As with our students, we want our team to be empowered to do their best work, supported by the best leadership they ve ever had. We acknowledge and appreciate the exceptional efforts of everyone here in making this an incredible organisation. We offer you: Comprehensive training : Access a wide range of developmental training to boost your career. Generous benefits : From your pension plan to healthcare and financial support, we've got you covered. Lifestyle perks : Enjoy discounted gym memberships, travel deals, and even electric vehicle incentives. The role is due to commence: September/October 2025 Closing date: 12th September If you would like to discuss the role further please contact us. We reserve the right to close this vacancy early should we receive an overwhelming response. All candidates are advised to refer to the job description and person specification before making an application. Lift Schools are committed to ensuring the highest levels of safeguarding and promoting the welfare of our pupils, and we expect all our people and volunteers to share this commitment. We adopt a fair and consistent recruitment process which is inline with Keeping Children Safe in Education guidance. This includes online checks for shortlisted candidates. All offers of employment are subject to an Enhanced DBS check, references, and where applicable, a prohibition from teaching check. Lift Schools embraces diversity and promotes equality of opportunity. Job share, part-time and flexible working opportunities will be considered. We are a Disability Confident Employer and there is a guaranteed interview scheme for candidates with disabilities who meet the minimum selection criteria.
Sep 03, 2025
Full time
Location: Lift Unity City, Middlesbrough (please note the role will require regular travel to Hull, Barnsley and Sheffield offices) Hybrid working: 3 days in the office(s) and 2 days at home Hours: 37 hours per week, 52.14 weeks per year Salary: £29,000 - £34,000 + wellbeing cash plan + pension scheme (LGPS) + additional Lift Schools benefits Contract: Permanent At Lift Schools, our mission is simple yet ambitious: every child receives an excellent education, in every classroom, every day. To achieve this, we need colleagues who are highly organised, collaborative, and committed to making a difference. We are seeking a Regional Officer based in our regional office, to play a pivotal role in supporting our Regional Education Director (RED) and across our regional schools. The North region of schools consists of 15 primary (12) and secondary (3) schools, the largest region within Lift Schools. Being a Regional Officer provides a diverse and fast paced work flow, acting as the glue across the region, you will ensure effective communication, strong governance, and smooth administration, helping to create a culture of collaboration and excellence. As a Regional Officer, you will: Provide high-quality administrative and governance support to the RED. Support the smooth running of the regional office, ensuring it is an effective and professional hub. Enable effective local governance by working closely with Academy Councils, helping elevate the voices of parents, carers, colleagues, and communities. Organise and clerk review panels for suspensions, exclusions and complaints (once trained). Play an active part in regional operations, safeguarding monitoring, and compliance with trust-wide policies. Represent Lift Schools with professionalism and integrity, ensuring all colleagues, visitors, and partners experience our values in action. This role is central to ensuring that school leaders, Academy Councils, and central teams work in partnership, so that every school in the region is supported to thrive. What we re looking for Essential skills & experience: Experience in a similar/ transferrable role demonstrating strong administrative and communication skills. Excellent IT, verbal, and written communication skills. Highly organised, with the ability to work at scale, prioritise workloads and support others to do the same. Experience of arranging and clerking meetings or conferences. Calm, professional, and able to listen and assess information with care. Strong team player, flexible and reliable, with a keen eye for detail. Professional foresight and able to think and plan ahead. Absolute discretion and commitment to maintaining confidentiality. A UK driving licence (travel across the schools within the region and central offices will be essential for this role - we provide the use of a hire car for travel as and when required) Desirable qualifications & experience: Level 3 qualifications or above (A levels or equivalent). Governance training. Recognised secretarial/administration qualifications. Health & Safety training (e.g. First Aid, Fire Marshal). IT literacy with Google Workspace. If you're ready to impact young people's lives positively, we encourage you to apply. Who is Lift Schools? We re a diverse and inclusive network of schools with one clear mission; to provide an excellent education to every child - in every classroom, every day. And we do this across each of our 57 schools. As with our students, we want our team to be empowered to do their best work, supported by the best leadership they ve ever had. We acknowledge and appreciate the exceptional efforts of everyone here in making this an incredible organisation. We offer you: Comprehensive training : Access a wide range of developmental training to boost your career. Generous benefits : From your pension plan to healthcare and financial support, we've got you covered. Lifestyle perks : Enjoy discounted gym memberships, travel deals, and even electric vehicle incentives. The role is due to commence: September/October 2025 Closing date: 12th September If you would like to discuss the role further please contact us. We reserve the right to close this vacancy early should we receive an overwhelming response. All candidates are advised to refer to the job description and person specification before making an application. Lift Schools are committed to ensuring the highest levels of safeguarding and promoting the welfare of our pupils, and we expect all our people and volunteers to share this commitment. We adopt a fair and consistent recruitment process which is inline with Keeping Children Safe in Education guidance. This includes online checks for shortlisted candidates. All offers of employment are subject to an Enhanced DBS check, references, and where applicable, a prohibition from teaching check. Lift Schools embraces diversity and promotes equality of opportunity. Job share, part-time and flexible working opportunities will be considered. We are a Disability Confident Employer and there is a guaranteed interview scheme for candidates with disabilities who meet the minimum selection criteria.
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.
Finance Manager Charity Your new company Hays Accountancy and Finance are recruiting for a Northern Ireland-born charity for the immediate appointment of a Finance Manager. Your new role To lead and manage the charity's financial operations, ensuring robust financial planning, compliance, and reporting. The Finance Manager supports strategic decision-making and contributes to the overall effectiveness and sustainability of the organisation. Key Responsibilities: Financial Management Prepare monthly management accounts and variance analysis. Lead annual budgeting and forecasting processes. Produce statutory financial statements and liaise with auditors. Oversee payroll, pensions, and financial returns to HMRC, Charity Commission, and Companies House. Manage cash flow, credit control, and bank reconciliations. Maintain and improve financial systems and procedures. Strategic Support Provide financial insights to support strategic planning and funding applications. Work with fundraising and operational teams to cost projects and monitor spend. Support the CEO and Trustees with investment policy and financial risk analysis. Compliance & Governance Ensure compliance with charity SORP, GDPR, and financial regulations. Maintain up-to-date financial policies and procedures. Lead on internal audits and financial controls. Team Leadership Line manage finance staff and oversee their development. Collaborate with senior leadership and contribute to organisational planning. Person Specification:Essential Qualifications & Experience Professional accounting qualification (ACCA, ACA, CIMA). Minimum 3-5 years' experience in financial management. Experience in charity finance and statutory reporting. Strong understanding of budgeting, forecasting, and financial analysis. Skills & Competencies Excellent communication and interpersonal skills. High proficiency in Excel and accounting software (e.g., Sage). Ability to explain financial information to non-financial colleagues. Strong organisational and time management skills. Proactive, solution-focused, and able to work independently. Desirable Experience in a small charity or voluntary sector. Knowledge of charity SORP and fundraising finance. Experience with HR or GDPR compliance. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now ON and ask for Elaine 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 03, 2025
Seasonal
Finance Manager Charity Your new company Hays Accountancy and Finance are recruiting for a Northern Ireland-born charity for the immediate appointment of a Finance Manager. Your new role To lead and manage the charity's financial operations, ensuring robust financial planning, compliance, and reporting. The Finance Manager supports strategic decision-making and contributes to the overall effectiveness and sustainability of the organisation. Key Responsibilities: Financial Management Prepare monthly management accounts and variance analysis. Lead annual budgeting and forecasting processes. Produce statutory financial statements and liaise with auditors. Oversee payroll, pensions, and financial returns to HMRC, Charity Commission, and Companies House. Manage cash flow, credit control, and bank reconciliations. Maintain and improve financial systems and procedures. Strategic Support Provide financial insights to support strategic planning and funding applications. Work with fundraising and operational teams to cost projects and monitor spend. Support the CEO and Trustees with investment policy and financial risk analysis. Compliance & Governance Ensure compliance with charity SORP, GDPR, and financial regulations. Maintain up-to-date financial policies and procedures. Lead on internal audits and financial controls. Team Leadership Line manage finance staff and oversee their development. Collaborate with senior leadership and contribute to organisational planning. Person Specification:Essential Qualifications & Experience Professional accounting qualification (ACCA, ACA, CIMA). Minimum 3-5 years' experience in financial management. Experience in charity finance and statutory reporting. Strong understanding of budgeting, forecasting, and financial analysis. Skills & Competencies Excellent communication and interpersonal skills. High proficiency in Excel and accounting software (e.g., Sage). Ability to explain financial information to non-financial colleagues. Strong organisational and time management skills. Proactive, solution-focused, and able to work independently. Desirable Experience in a small charity or voluntary sector. Knowledge of charity SORP and fundraising finance. Experience with HR or GDPR compliance. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now ON and ask for Elaine 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. #
? About Us Harris Garrard Academy is an all-through 3-18 academy with approximately 1500 pupils on roll and joined the Harris Federation as a sponsored academy in September 2017. In our recent 2021 Ofsted inspection the Academy was rated GOOD in all areas on a strong and consistent trajectory of improvement. The academy is based in Thamesmead in a purpose built building. We are now on a journey towards "Outstanding", led by highly experienced executive principals with proven track records of school transformation. Our vision is clear: nothing is impossible and everything is possible, irrespective of personal characteristics or background. Every problem has a solution. We believe we are more robust, resilient and determined as a team than as a group of individuals. We support, challenge and hold each other to account at all levels within the academy to ensure that our students achieve their potential, are motivated, engaged and fully prepared for life beyond our academy. Why work at Harris Garrard Academy? The opportunity to be involved in the continued transformation of a school A stunning working environment, in a purpose-built school designed by Norman Foster and nominated for the Stirling Prize for architecture in 2004 A highly motivated team, led by exceptionally experienced and talented senior leaders FREE on site gym available to staff with a number of staff sport clubs All the advantages of a successful academy group, with a strong central team of support, teaching and leadership staff Generous Harris rewards and benefits package ? Summary We are looking for a highly organised and experienced HR Manager to lead and manage all aspects of human resources within Harris Garrard Academy. This pivotal role encompasses recruitment, payroll administration, staff welfare, compliance, and governance support. You will work closely with the Principal and senior leadership team to ensure the effective delivery of HR services aligned with Federation policies and employment legislation. The role is a 12 month fixed-term contract. ? Main Areas of Responsibility Your responsibilities will include: Managing the recruitment and appointments process Ensuring the accuracy of the Academy's single central record Payroll and all associated business Auditing staff sickness records and preparing termly reports Organising and maintaining confidential staff files Additional HR tasks as directed, including include referrals to occupational health, organising interviews with the Principal and liaising with staff representatives Working closely with the Business Manager/Principal's PA to produce salary assessments Directing staff to the correct source of information regarding pensions, salaries, maternity, grievance, complaints etc. For a full list of responsibilities, please download the Job Pack. Qualifications & Experience We would like to hear from you if you have: At least three years' experience working in an office environment Experience of training staff successfully in a range of duties Experience of working as part of a team Educated to degree level or Equivalent Knowledge of Microsoft software packages Knowledge of Health and Safety legislation Secure Knowledge of Human resources legislation Basic knowledge of financial procedures Training and Certification in a broad range of Health and Safety areas Knowledge of procurement processes Knowledge of the key principles of staff management For the full job specification, please download the Job Pack. ? Professional Development & Benefits Our people are at the heart of our success. We have developed a strong culture of collaboration and best practice, with professional development and career planning at its centre. We invest in our staff with support, coaching, mentoring, and a wide range of top-quality training programmes delivered at every level. In addition to the opportunities for career development and progression, we also offer a competitive rewards and benefits package which includes our Harris Allowance for teachers on MPS/UPS, a Performance and Loyalty Bonus, Pension Scheme with generous employer contributions, a Wellbeing Cash Plan and many other benefits. Learn more about on our website. Safeguarding Notice The Harris Federation and all our academies are committed to ensuring the highest levels of safeguarding and promoting the welfare of children and young people, and we expect all our staff and volunteers to share this commitment. All offers of employment are subject to an enhanced Disclosure and Barring Service (DBS) check, references, an online search, and where applicable, a prohibition from teaching check will be completed. Equal Opportunities The Harris Federation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. We value the diversity of our staff and students, and everyone at the Harris Federation is equally valued and respected. We aim to be an inclusive employer that reflects the communities we serve. We are committed to providing a fair, equitable and mutually supportive learning and working environment. ? Next Steps If you have any questions about this opportunity, please send us an email, or call to arrange a conversation. Before applying, please download the Job Pack for full details on the job responsibilities and person specification. This will be helpful for you when completing your application, and throughout the recruitment process. We encourage you to apply as soon as possible as we may interview and offer to a candidate before the closing date. Please note that we only accept applications submitted before the closing date via our careers website.
Sep 02, 2025
Full time
? About Us Harris Garrard Academy is an all-through 3-18 academy with approximately 1500 pupils on roll and joined the Harris Federation as a sponsored academy in September 2017. In our recent 2021 Ofsted inspection the Academy was rated GOOD in all areas on a strong and consistent trajectory of improvement. The academy is based in Thamesmead in a purpose built building. We are now on a journey towards "Outstanding", led by highly experienced executive principals with proven track records of school transformation. Our vision is clear: nothing is impossible and everything is possible, irrespective of personal characteristics or background. Every problem has a solution. We believe we are more robust, resilient and determined as a team than as a group of individuals. We support, challenge and hold each other to account at all levels within the academy to ensure that our students achieve their potential, are motivated, engaged and fully prepared for life beyond our academy. Why work at Harris Garrard Academy? The opportunity to be involved in the continued transformation of a school A stunning working environment, in a purpose-built school designed by Norman Foster and nominated for the Stirling Prize for architecture in 2004 A highly motivated team, led by exceptionally experienced and talented senior leaders FREE on site gym available to staff with a number of staff sport clubs All the advantages of a successful academy group, with a strong central team of support, teaching and leadership staff Generous Harris rewards and benefits package ? Summary We are looking for a highly organised and experienced HR Manager to lead and manage all aspects of human resources within Harris Garrard Academy. This pivotal role encompasses recruitment, payroll administration, staff welfare, compliance, and governance support. You will work closely with the Principal and senior leadership team to ensure the effective delivery of HR services aligned with Federation policies and employment legislation. The role is a 12 month fixed-term contract. ? Main Areas of Responsibility Your responsibilities will include: Managing the recruitment and appointments process Ensuring the accuracy of the Academy's single central record Payroll and all associated business Auditing staff sickness records and preparing termly reports Organising and maintaining confidential staff files Additional HR tasks as directed, including include referrals to occupational health, organising interviews with the Principal and liaising with staff representatives Working closely with the Business Manager/Principal's PA to produce salary assessments Directing staff to the correct source of information regarding pensions, salaries, maternity, grievance, complaints etc. For a full list of responsibilities, please download the Job Pack. Qualifications & Experience We would like to hear from you if you have: At least three years' experience working in an office environment Experience of training staff successfully in a range of duties Experience of working as part of a team Educated to degree level or Equivalent Knowledge of Microsoft software packages Knowledge of Health and Safety legislation Secure Knowledge of Human resources legislation Basic knowledge of financial procedures Training and Certification in a broad range of Health and Safety areas Knowledge of procurement processes Knowledge of the key principles of staff management For the full job specification, please download the Job Pack. ? Professional Development & Benefits Our people are at the heart of our success. We have developed a strong culture of collaboration and best practice, with professional development and career planning at its centre. We invest in our staff with support, coaching, mentoring, and a wide range of top-quality training programmes delivered at every level. In addition to the opportunities for career development and progression, we also offer a competitive rewards and benefits package which includes our Harris Allowance for teachers on MPS/UPS, a Performance and Loyalty Bonus, Pension Scheme with generous employer contributions, a Wellbeing Cash Plan and many other benefits. Learn more about on our website. Safeguarding Notice The Harris Federation and all our academies are committed to ensuring the highest levels of safeguarding and promoting the welfare of children and young people, and we expect all our staff and volunteers to share this commitment. All offers of employment are subject to an enhanced Disclosure and Barring Service (DBS) check, references, an online search, and where applicable, a prohibition from teaching check will be completed. Equal Opportunities The Harris Federation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. We value the diversity of our staff and students, and everyone at the Harris Federation is equally valued and respected. We aim to be an inclusive employer that reflects the communities we serve. We are committed to providing a fair, equitable and mutually supportive learning and working environment. ? Next Steps If you have any questions about this opportunity, please send us an email, or call to arrange a conversation. Before applying, please download the Job Pack for full details on the job responsibilities and person specification. This will be helpful for you when completing your application, and throughout the recruitment process. We encourage you to apply as soon as possible as we may interview and offer to a candidate before the closing date. Please note that we only accept applications submitted before the closing date via our careers website.
Regional Director - Financial Planning Drive Innovation Join a forward-thinking, values-led IFA firm at the forefront of providing Financial Planning within the NHS sector. They are transforming the way wealth planning services are delivered to NHS professionals and organisations. With a proud track record of innovation, ethical advice, and client-first values, They are now entering an exciting phase of growth and cultural transformation. You'll play a central role in developing financial planning for NHS clients, working with a collaborative, high-performance culture that encourages open dialogue, curiosity, and continuous improvement. Salary range up to £120,000, + Bonus on performance The Opportunity As Regional Director, you will lead a dynamic team of Financial Planners and Mortgage professionals as they expand and adapt to a fast-evolving NHS advisory landscape. You'll champion client experience, foster strategic partnerships with NHS bodies, and spearhead internal cultural evolution to ensure we deliver bespoke, values-driven wealth advice that aligns with needs of professional within the NHS This is more than a leadership role - it's a chance to be part of meaningful change. Key Responsibilities Leadership & People Development Coach and develop Financial Planners and the Head of Mortgages to achieve personal and team growth. Lead performance management, development reviews, and succession planning. Deliver business plans in alignment with NHS-specific financial needs and challenges. Collaborate on NHS-focused projects that enhance efficiency and client outcomes. Represent Commercial in organisation-wide change initiatives, driving integration and innovation. Lead relationship and performance management with key NHS introducers and decision-makers. Embed a referral strategy to connect NHS clients with full-spectrum financial services. Deliver against strategic KPIs and financial targets, ensuring profitability with purpose. Develop and implement a tailored trainee scheme for future financial planners in the NHS space. Requirements Track record of leading successful, compliant, and client-centric financial planning teams. Strong knowledge of NHS Pensions Commercial acumen and excellent influencing skills. Collaborative, coaching-oriented leadership style. Transparent, inclusive communication approach. High emotional intelligence and cultural awareness.
Sep 02, 2025
Full time
Regional Director - Financial Planning Drive Innovation Join a forward-thinking, values-led IFA firm at the forefront of providing Financial Planning within the NHS sector. They are transforming the way wealth planning services are delivered to NHS professionals and organisations. With a proud track record of innovation, ethical advice, and client-first values, They are now entering an exciting phase of growth and cultural transformation. You'll play a central role in developing financial planning for NHS clients, working with a collaborative, high-performance culture that encourages open dialogue, curiosity, and continuous improvement. Salary range up to £120,000, + Bonus on performance The Opportunity As Regional Director, you will lead a dynamic team of Financial Planners and Mortgage professionals as they expand and adapt to a fast-evolving NHS advisory landscape. You'll champion client experience, foster strategic partnerships with NHS bodies, and spearhead internal cultural evolution to ensure we deliver bespoke, values-driven wealth advice that aligns with needs of professional within the NHS This is more than a leadership role - it's a chance to be part of meaningful change. Key Responsibilities Leadership & People Development Coach and develop Financial Planners and the Head of Mortgages to achieve personal and team growth. Lead performance management, development reviews, and succession planning. Deliver business plans in alignment with NHS-specific financial needs and challenges. Collaborate on NHS-focused projects that enhance efficiency and client outcomes. Represent Commercial in organisation-wide change initiatives, driving integration and innovation. Lead relationship and performance management with key NHS introducers and decision-makers. Embed a referral strategy to connect NHS clients with full-spectrum financial services. Deliver against strategic KPIs and financial targets, ensuring profitability with purpose. Develop and implement a tailored trainee scheme for future financial planners in the NHS space. Requirements Track record of leading successful, compliant, and client-centric financial planning teams. Strong knowledge of NHS Pensions Commercial acumen and excellent influencing skills. Collaborative, coaching-oriented leadership style. Transparent, inclusive communication approach. High emotional intelligence and cultural awareness.
The starting salary for this role is 47,142 per annum based on a 36-hour working week. This is a 2-year fixed term post, with the potential for a further 3-year extension when funding is confirmed. Surrey County Council is launching a new function to deliver the Connect to Work programme, supporting people with complex barriers to find and maintain work. As Team Leader, you will play a key role in establishing the programme and supporting a team of Employment Specialists to deliver support to local residents. This role is ideal for those passionate about driving meaningful change and having local impact by supporting people into employment through effective leadership. The role is hybrid with at least one day a week in Woodhatch Place, Reigate (usually Tuesday). The job will require some travel to other locations in Surrey and occasionally further afield. Rewards and Benefits 26 days' holiday (prorated for part time staff), rising to 28 days after 2 years' service and 31 days after 5 years' service Option to buy up to 10 days of additional annual leave An extensive Employee Assistance Programme (EAP) to support health and wellbeing Up to 5 days of carer's leave per year Paternity, adoption and dependents leave A generous local government salary related pension Lifestyle discounts including gym, travel, shopping and many more 2 paid volunteering days per year Learning and development hub where you can access a wealth of resources About the Team The Economy and Growth function, consisting of over 40 people, is dedicated to driving sustainable economic development across Surrey, working collaboratively as 'One Council' to support strategic priorities that benefit the county's 1.2 million residents. The team provides key services in business support, innovation, skills, and infrastructure, and works with major employers like Amazon, McLaren, and Samsung to strengthen the regional economy, which is home to 110,000 businesses and contributes 50 billion annually to the UK economy. We are establishing a new programme within the Economy and Growth function to deliver the 'Connect to Work' supported employment programme. This ambitious new initiative is part of a national roll-out by the Department for Work and Pensions (DWP). Launched through the government's 'Get Britain Working' White Paper, this initiative is part of a broader range of programmes addressing skills gaps, responding to employer need and driving local growth to achieve the best outcomes. Connect to Work will use the established model of Individual Placement and Support (IPS) which is an evidence-based 'place then train' method of supported employment. About the Role This role will be crucial to the successful delivery of the Connect to Work programme. You will lead a team of up to 6-8 Employment Specialists (by year two) in a fast-paced, target-driven environment-ensuring they have the tools, resources, and relationships needed to manage their caseloads effectively and meet programme targets. While Employment Specialists support participants using the IPS model and aim for high Fidelity, you will also manage a small caseload, working directly with those furthest from the labour market to help them secure and sustain paid employment. You will foster a positive, collaborative team environment and promote shared ownership of targets across the wider Economy and Growth function. You will lead efforts to promote the programme through a variety of referral sources-health and social care, the voluntary sector, and other local authority services-embedding best practice and ensuring IPS principles remain central to delivery. You will work closely with the Programme Delivery Manager and Programme Coordinator to ensure data reporting requirements are captured accurately and to meet contractual arrangements. This will include working with the Programme Coordinator to ensure activity is accurately captured in the Client Management System (CRM) to review customer journey and identify where performance needs to improve through weekly check-ins and cross team case reviews. You will also support employer relationships, including establishing new relationships with anchor organisations across Surrey. Shortlisting Criteria To be considered for shortlisting for this position, your application will clearly evidence the following: Experience in supporting implementation and delivery of a similar supported employment programme, preferably IPS Evidenced experience and success in employer engagement practice leading to sustained employment for people who have faced barriers to employment Managing, supervising and coaching front line staff in employment support (or similar) settings Cultivating a high performing team environment that is focused on exceeding programme targets, preferably in supported employment settings Strong understanding of the employment support landscape Excellent communication skills Application Questions To apply, please send a copy of your CV and outline your experience and suitability for the role responding to these two questions: Please give us examples of managing a high performing, target driven and motivated team in a supported employment programme, (preferably IPS). Please tell us about your experience working with employers to deliver a successful employment programme (ideally in a local authority setting). Please contact us for any questions relating to the role. This could be to discuss flexible working requests, transferable skills or any barriers to employment. The job advert closes on 21st September 2025 with interviews to follow. We look forward to receiving your application, please click on the apply online button below to submit. Local Government Reorganisation Surrey County Council is preparing for Local Government Reorganisation which will allow us to implement the Government led policy of devolution, which is all about giving more powers to local areas. Currently, Surrey has a two-tier council system, with 11 district and borough councils and a county council, all responsible for different services. All these councils will be reorganised into a smaller number of new unitary councils which will come into effect in April 2027. At this point, this role will be transferred, with all existing terms and conditions intact into one of the new unitary councils. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Please see more information on our website. Our Commitment Surrey County Council is proud to be a Disability Confident Employer. A guaranteed interview will be offered to all disabled applicants where: The candidate has evidenced the minimum criteria for the role through their application The candidate has chosen to share that they have a disability on the application form Our application form and onboarding process will provide an opportunity to request any reasonable adjustments for the interview and/or the role. We want to be an inclusive and diverse employer reflecting the community we serve and particularly welcome applications from all underrepresented groups.
Sep 02, 2025
Contractor
The starting salary for this role is 47,142 per annum based on a 36-hour working week. This is a 2-year fixed term post, with the potential for a further 3-year extension when funding is confirmed. Surrey County Council is launching a new function to deliver the Connect to Work programme, supporting people with complex barriers to find and maintain work. As Team Leader, you will play a key role in establishing the programme and supporting a team of Employment Specialists to deliver support to local residents. This role is ideal for those passionate about driving meaningful change and having local impact by supporting people into employment through effective leadership. The role is hybrid with at least one day a week in Woodhatch Place, Reigate (usually Tuesday). The job will require some travel to other locations in Surrey and occasionally further afield. Rewards and Benefits 26 days' holiday (prorated for part time staff), rising to 28 days after 2 years' service and 31 days after 5 years' service Option to buy up to 10 days of additional annual leave An extensive Employee Assistance Programme (EAP) to support health and wellbeing Up to 5 days of carer's leave per year Paternity, adoption and dependents leave A generous local government salary related pension Lifestyle discounts including gym, travel, shopping and many more 2 paid volunteering days per year Learning and development hub where you can access a wealth of resources About the Team The Economy and Growth function, consisting of over 40 people, is dedicated to driving sustainable economic development across Surrey, working collaboratively as 'One Council' to support strategic priorities that benefit the county's 1.2 million residents. The team provides key services in business support, innovation, skills, and infrastructure, and works with major employers like Amazon, McLaren, and Samsung to strengthen the regional economy, which is home to 110,000 businesses and contributes 50 billion annually to the UK economy. We are establishing a new programme within the Economy and Growth function to deliver the 'Connect to Work' supported employment programme. This ambitious new initiative is part of a national roll-out by the Department for Work and Pensions (DWP). Launched through the government's 'Get Britain Working' White Paper, this initiative is part of a broader range of programmes addressing skills gaps, responding to employer need and driving local growth to achieve the best outcomes. Connect to Work will use the established model of Individual Placement and Support (IPS) which is an evidence-based 'place then train' method of supported employment. About the Role This role will be crucial to the successful delivery of the Connect to Work programme. You will lead a team of up to 6-8 Employment Specialists (by year two) in a fast-paced, target-driven environment-ensuring they have the tools, resources, and relationships needed to manage their caseloads effectively and meet programme targets. While Employment Specialists support participants using the IPS model and aim for high Fidelity, you will also manage a small caseload, working directly with those furthest from the labour market to help them secure and sustain paid employment. You will foster a positive, collaborative team environment and promote shared ownership of targets across the wider Economy and Growth function. You will lead efforts to promote the programme through a variety of referral sources-health and social care, the voluntary sector, and other local authority services-embedding best practice and ensuring IPS principles remain central to delivery. You will work closely with the Programme Delivery Manager and Programme Coordinator to ensure data reporting requirements are captured accurately and to meet contractual arrangements. This will include working with the Programme Coordinator to ensure activity is accurately captured in the Client Management System (CRM) to review customer journey and identify where performance needs to improve through weekly check-ins and cross team case reviews. You will also support employer relationships, including establishing new relationships with anchor organisations across Surrey. Shortlisting Criteria To be considered for shortlisting for this position, your application will clearly evidence the following: Experience in supporting implementation and delivery of a similar supported employment programme, preferably IPS Evidenced experience and success in employer engagement practice leading to sustained employment for people who have faced barriers to employment Managing, supervising and coaching front line staff in employment support (or similar) settings Cultivating a high performing team environment that is focused on exceeding programme targets, preferably in supported employment settings Strong understanding of the employment support landscape Excellent communication skills Application Questions To apply, please send a copy of your CV and outline your experience and suitability for the role responding to these two questions: Please give us examples of managing a high performing, target driven and motivated team in a supported employment programme, (preferably IPS). Please tell us about your experience working with employers to deliver a successful employment programme (ideally in a local authority setting). Please contact us for any questions relating to the role. This could be to discuss flexible working requests, transferable skills or any barriers to employment. The job advert closes on 21st September 2025 with interviews to follow. We look forward to receiving your application, please click on the apply online button below to submit. Local Government Reorganisation Surrey County Council is preparing for Local Government Reorganisation which will allow us to implement the Government led policy of devolution, which is all about giving more powers to local areas. Currently, Surrey has a two-tier council system, with 11 district and borough councils and a county council, all responsible for different services. All these councils will be reorganised into a smaller number of new unitary councils which will come into effect in April 2027. At this point, this role will be transferred, with all existing terms and conditions intact into one of the new unitary councils. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Please see more information on our website. Our Commitment Surrey County Council is proud to be a Disability Confident Employer. A guaranteed interview will be offered to all disabled applicants where: The candidate has evidenced the minimum criteria for the role through their application The candidate has chosen to share that they have a disability on the application form Our application form and onboarding process will provide an opportunity to request any reasonable adjustments for the interview and/or the role. We want to be an inclusive and diverse employer reflecting the community we serve and particularly welcome applications from all underrepresented groups.
Interim Head of Finance - Lancaster Interim Head of Finance Location: Lancaster Contract: Interim - minimum 3 months Sector: Charity / Not-for-Profit Our client, a respected charitable organisation based in Lancaster, is seeking an experienced Interim Head of Finance to support a period of transition. This is a hands-on leadership role, ideal for a seasoned finance professional who thrives in dynamic environments and can provide both strategic oversight and operational excellence. Key Responsibilities: Financial Leadership: Lead financial management and control across the charity and its two trading subsidiaries, ensuring strong governance and compliance.Strategic & Operational Planning: Develop and oversee budgets, forecasts, and long-term financial plans for both commercial and non-commercial entities.Cashflow Management: Ensure effective cashflow monitoring and forecasting to maintain financial health.Reporting & Analysis: Deliver accurate monthly management accounts, insightful narrative reporting, and key financial analyses.Internal Controls: Strengthen financial control systems and ensure complianceStatutory Accounts: Prepare and finalise statutory accounts for the Group in line with regulatory standards.Governance Support: Present financial updates to the Trustee Board and governance committees, including Audit and Finance.Tax & VAT: Liaise with external advisers on corporation tax and manage VAT returns for all entities.Team Leadership: Manage and motivate a small finance team, fostering a high-performance culture.Payroll & Pensions: Oversee payroll and pension processes, ensuring accuracy and legislative compliance.Company Secretarial Duties: Ensure timely and accurate reporting to Companies House and the Charity Commission.Candidate Profile:Proven experience in a senior finance roleQualified accountant (ACA, ACCA, CIMA) or QBE with strong technical and strategic capabilities.Skilled in financial systems and process improvement.Strong leadership and team management experience.Excellent communicator with the ability to influence at all levels.Comfortable working closely with the CEO and senior leadership team.Experience supporting system implementation projects is highly desirable. What you'll get in return Min 3 months interim role £26.43- £35.24 per hour DOE 25 days annual leave plus banks Option of hybrid working, ideally office based in Lancaster Immediate start Min of 3.5 days per week 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 02, 2025
Seasonal
Interim Head of Finance - Lancaster Interim Head of Finance Location: Lancaster Contract: Interim - minimum 3 months Sector: Charity / Not-for-Profit Our client, a respected charitable organisation based in Lancaster, is seeking an experienced Interim Head of Finance to support a period of transition. This is a hands-on leadership role, ideal for a seasoned finance professional who thrives in dynamic environments and can provide both strategic oversight and operational excellence. Key Responsibilities: Financial Leadership: Lead financial management and control across the charity and its two trading subsidiaries, ensuring strong governance and compliance.Strategic & Operational Planning: Develop and oversee budgets, forecasts, and long-term financial plans for both commercial and non-commercial entities.Cashflow Management: Ensure effective cashflow monitoring and forecasting to maintain financial health.Reporting & Analysis: Deliver accurate monthly management accounts, insightful narrative reporting, and key financial analyses.Internal Controls: Strengthen financial control systems and ensure complianceStatutory Accounts: Prepare and finalise statutory accounts for the Group in line with regulatory standards.Governance Support: Present financial updates to the Trustee Board and governance committees, including Audit and Finance.Tax & VAT: Liaise with external advisers on corporation tax and manage VAT returns for all entities.Team Leadership: Manage and motivate a small finance team, fostering a high-performance culture.Payroll & Pensions: Oversee payroll and pension processes, ensuring accuracy and legislative compliance.Company Secretarial Duties: Ensure timely and accurate reporting to Companies House and the Charity Commission.Candidate Profile:Proven experience in a senior finance roleQualified accountant (ACA, ACCA, CIMA) or QBE with strong technical and strategic capabilities.Skilled in financial systems and process improvement.Strong leadership and team management experience.Excellent communicator with the ability to influence at all levels.Comfortable working closely with the CEO and senior leadership team.Experience supporting system implementation projects is highly desirable. What you'll get in return Min 3 months interim role £26.43- £35.24 per hour DOE 25 days annual leave plus banks Option of hybrid working, ideally office based in Lancaster Immediate start Min of 3.5 days per week 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. #
Head of Finance - Strategic Leadership in a Highly Successful Consultancy Your New Company Join a dynamic, owner-managed professional services firm with a global footprint and a reputation for representing some of the world's most iconic brands. Headquartered in Bournemouth, this business blends creativity with commercial excellence, driven by a diverse and collaborative team. With over 50 years of heritage and a track record of significant EBITDA growth in recent years, the company is financially secure and ambitious. They are seeking a commercially astute Head of Finance to help shape the next phase of their journey. Your New Job This is a pivotal leadership role, reporting directly to the MD and working closely with the board. You'll be a strategic partner, driving financial performance and enabling data-led decision-making across the business. There is scope for the role to be 4-5 days per week for the right person, there can be some flexibility on hours/days as needed. Key responsibilities include: Leading financial planning, budgeting, and forecasting cycles with precision and insightDeveloping pricing models and profitability analysis to support client and project-level decisionsEnhancing commercial awareness across the business through proactive financial leadershipDriving systems and process improvements to support scalability and efficiencyManaging statutory reporting, audit, and compliance with HMRC and regulatory bodiesOverseeing payroll and pensions, ensuring smooth and compliant operationsLeading and mentoring a small, high-performing finance team What You'll Need to Succeed You'll be ACA/ACCA/CIMA qualified with at least 5 years' post-qualification experience in a fast-paced, service-led environment. You'll bring a blend of strategic thinking and hands-on delivery, with a passion for driving growth and innovation. Experience in consultancy, marketing, or professional services sectors will be highly advantageous. What You'll Get in Return Competitive salary & benefits package includes the below:20 days holiday + 8 bank holidays, rising from 1 year of service to 25 days + 8 bank holidaysHybrid working available after probation (Up to 2 days from home per week)Free parking and subsidised gym membershipLife assurance (4x salary)A collaborative, people-first culture with regular social events, including a summer partyThe opportunity to make a lasting impact on a business where you will have real autonomy What to Do Next If you're ready to take on a strategic finance leadership role in a thriving consultancy, click 'apply now' to submit your CV or contact us for a confidential discussion. #
Sep 01, 2025
Full time
Head of Finance - Strategic Leadership in a Highly Successful Consultancy Your New Company Join a dynamic, owner-managed professional services firm with a global footprint and a reputation for representing some of the world's most iconic brands. Headquartered in Bournemouth, this business blends creativity with commercial excellence, driven by a diverse and collaborative team. With over 50 years of heritage and a track record of significant EBITDA growth in recent years, the company is financially secure and ambitious. They are seeking a commercially astute Head of Finance to help shape the next phase of their journey. Your New Job This is a pivotal leadership role, reporting directly to the MD and working closely with the board. You'll be a strategic partner, driving financial performance and enabling data-led decision-making across the business. There is scope for the role to be 4-5 days per week for the right person, there can be some flexibility on hours/days as needed. Key responsibilities include: Leading financial planning, budgeting, and forecasting cycles with precision and insightDeveloping pricing models and profitability analysis to support client and project-level decisionsEnhancing commercial awareness across the business through proactive financial leadershipDriving systems and process improvements to support scalability and efficiencyManaging statutory reporting, audit, and compliance with HMRC and regulatory bodiesOverseeing payroll and pensions, ensuring smooth and compliant operationsLeading and mentoring a small, high-performing finance team What You'll Need to Succeed You'll be ACA/ACCA/CIMA qualified with at least 5 years' post-qualification experience in a fast-paced, service-led environment. You'll bring a blend of strategic thinking and hands-on delivery, with a passion for driving growth and innovation. Experience in consultancy, marketing, or professional services sectors will be highly advantageous. What You'll Get in Return Competitive salary & benefits package includes the below:20 days holiday + 8 bank holidays, rising from 1 year of service to 25 days + 8 bank holidaysHybrid working available after probation (Up to 2 days from home per week)Free parking and subsidised gym membershipLife assurance (4x salary)A collaborative, people-first culture with regular social events, including a summer partyThe opportunity to make a lasting impact on a business where you will have real autonomy What to Do Next If you're ready to take on a strategic finance leadership role in a thriving consultancy, click 'apply now' to submit your CV or contact us for a confidential discussion. #
Payroll lead - Hybrid working - salary circa £40,000 - 12-month contract - Salford area Your new company This leading national organisation is looking to recruit a payroll lead to join their team on a permanent basis, offering flexible working and on-site parking and exposure to project work. Your new role This is an immediate start position, You will work alongside a small payroll team to process and manage the end-to-end payroll for approx 2000 employees, ensuring payroll deadlines are met on a weekly and monthly basis. You will lead the junior team and report directly to the Finance lead. What you'll need to succeed To succeed in this role, you will already be operating in a supervisor/management role and have a minimum of 3 years of end-to-end UK payroll experience within the UK. You will have experience with processing auto enrolment pensions and any additional benefits, and be organised and work with initiative. VISA SPONSORSHIP IS NOT OFFERED ON THIS ROLE What you'll get in return Flexible working options available. 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 to or call us now on . If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
Sep 01, 2025
Full time
Payroll lead - Hybrid working - salary circa £40,000 - 12-month contract - Salford area Your new company This leading national organisation is looking to recruit a payroll lead to join their team on a permanent basis, offering flexible working and on-site parking and exposure to project work. Your new role This is an immediate start position, You will work alongside a small payroll team to process and manage the end-to-end payroll for approx 2000 employees, ensuring payroll deadlines are met on a weekly and monthly basis. You will lead the junior team and report directly to the Finance lead. What you'll need to succeed To succeed in this role, you will already be operating in a supervisor/management role and have a minimum of 3 years of end-to-end UK payroll experience within the UK. You will have experience with processing auto enrolment pensions and any additional benefits, and be organised and work with initiative. VISA SPONSORSHIP IS NOT OFFERED ON THIS ROLE What you'll get in return Flexible working options available. 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 to or call us now on . If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
MERJE is seeking a highly experienced Group Pensions & Customer Pensions Payroll Manager for a leading financial services company. This role offers an exciting opportunity to lead a complex team within Customer Operations, ensuring high-quality service delivery and regulatory compliance in pension administration and payroll management. £55,000 - £60,000 Location: Birmingham, with flexible working options available The Company This established financial services provider specialises in assurance and pension products. With a rich history and commitment to customer satisfaction, the company offers a dynamic work environment focused on delivering excellent outcomes for clients and employees alike. The Role As the Group Pensions & Customer Pensions Payroll Manager, you will oversee a team of up to 16 professionals, managing complex pension processes and payroll functions. This role offers competitive remuneration and the opportunity to make a significant impact in a crucial area of the business. Key Responsibilities: Lead and manage the staff Pensions and Customer Pensions Payroll function Ensure compliance with all applicable financial and tax regulations Oversee third-party supplier relationships and system upgrades Deliver accurate and timely payroll reporting and reconciliations Present MI reporting to the quarterly DC Governance committee Required knowledge and experience: Significant pension management experience Strong understanding of personal pensions and auto-enrolment Excellent leadership and stakeholder management skills Proficiency in payroll functions for pensions Relevant professional qualifications (CF1 / FA2) If you're an experienced Group Pensions & Customer Pensions Payroll Manager looking for a challenging role in a dynamic financial services environment, apply now! _ Applicants must be located and eligible to work in the UK without sponsorship. Please note, should feedback not be received within 28 days, unfortunately your application has been unsuccessful. In applying for this role, you may be registered on our database so we can contact you about suitable opportunities in future. Your data will be managed in accordance with our Privacy Policy, which can be found on our website. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Sep 01, 2025
Full time
MERJE is seeking a highly experienced Group Pensions & Customer Pensions Payroll Manager for a leading financial services company. This role offers an exciting opportunity to lead a complex team within Customer Operations, ensuring high-quality service delivery and regulatory compliance in pension administration and payroll management. £55,000 - £60,000 Location: Birmingham, with flexible working options available The Company This established financial services provider specialises in assurance and pension products. With a rich history and commitment to customer satisfaction, the company offers a dynamic work environment focused on delivering excellent outcomes for clients and employees alike. The Role As the Group Pensions & Customer Pensions Payroll Manager, you will oversee a team of up to 16 professionals, managing complex pension processes and payroll functions. This role offers competitive remuneration and the opportunity to make a significant impact in a crucial area of the business. Key Responsibilities: Lead and manage the staff Pensions and Customer Pensions Payroll function Ensure compliance with all applicable financial and tax regulations Oversee third-party supplier relationships and system upgrades Deliver accurate and timely payroll reporting and reconciliations Present MI reporting to the quarterly DC Governance committee Required knowledge and experience: Significant pension management experience Strong understanding of personal pensions and auto-enrolment Excellent leadership and stakeholder management skills Proficiency in payroll functions for pensions Relevant professional qualifications (CF1 / FA2) If you're an experienced Group Pensions & Customer Pensions Payroll Manager looking for a challenging role in a dynamic financial services environment, apply now! _ Applicants must be located and eligible to work in the UK without sponsorship. Please note, should feedback not be received within 28 days, unfortunately your application has been unsuccessful. In applying for this role, you may be registered on our database so we can contact you about suitable opportunities in future. Your data will be managed in accordance with our Privacy Policy, which can be found on our website. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Join a fast-growing, leader in the booming Bulk Annuities market. As part of a high-impact team driving 90% of business revenue, you'll shape innovative pricing solutions, work alongside industry-leading talent, and contribute to major growth . A unique opportunity to influence the future of retirement while advancing your actuarial career in a dynamic, collaborative environment. Key Responsibilities Produce and review pricing quotations for new business. Lead or contribute to projects, ensuring timely and effective progress. Gain strong technical understanding of internal systems and tools, and identify areas for efficiency improvements. Stay open to new ideas and technology, showing adaptability and resilience. Contribute to a collaborative team culture, support junior colleagues, and assist with coaching. Work with internal teams (e.g., reinsurance and commercial) to help deliver competitive propositions. Skills & Knowledge Solid understanding of the DB pension risk transfer market and relevant regulations. Familiarity with actuarial pricing concepts (bulk annuity transactions are a bonus!). Comfortable with Excel and programming; and willingness to learn new tech tools. Effective communicator with good teamwork and self-management abilities Qualifications Qualified actuary (FIA or equivalent).
Sep 01, 2025
Full time
Join a fast-growing, leader in the booming Bulk Annuities market. As part of a high-impact team driving 90% of business revenue, you'll shape innovative pricing solutions, work alongside industry-leading talent, and contribute to major growth . A unique opportunity to influence the future of retirement while advancing your actuarial career in a dynamic, collaborative environment. Key Responsibilities Produce and review pricing quotations for new business. Lead or contribute to projects, ensuring timely and effective progress. Gain strong technical understanding of internal systems and tools, and identify areas for efficiency improvements. Stay open to new ideas and technology, showing adaptability and resilience. Contribute to a collaborative team culture, support junior colleagues, and assist with coaching. Work with internal teams (e.g., reinsurance and commercial) to help deliver competitive propositions. Skills & Knowledge Solid understanding of the DB pension risk transfer market and relevant regulations. Familiarity with actuarial pricing concepts (bulk annuity transactions are a bonus!). Comfortable with Excel and programming; and willingness to learn new tech tools. Effective communicator with good teamwork and self-management abilities Qualifications Qualified actuary (FIA or equivalent).
We are looking to recruit a pensions administration subject matter expert for the role of a pensions onboarding consultant. What does that mean ? We need someone who from the available documentation and consulting with key stakeholders can map an existing pension administration function into a new organisation, processes, business rules, understanding the pension calculations required to fulfil the policy obligations using new systems and integrating the processes into a new environment. Once you map the way forward, you will have an integrated team of data, process and pension administration professionals that will work closely with you to implement your strategy. To be a success in this role, you will require a wealth of knowledge in setting up an running the processes for a pension administration team. You will be the one who looks for a better / smarter way. You will listen well and be able to communicate your ideas clearly. You will have worked as a senior pension administrator or team leader. If you enjoy project work, have a genuine depth of knowledge and understanding of pension administration and can articulate your ideas, there is a good chance you will be ideal for the role of a pension onboarding consultant. This is a hybrid role that will require 2 days per week in our clients office in West Yorkshire. This is an opportunity to join an organisation that values creating a positive and supportive working environment in a role that is pivotal in providing excellent service to clients and policy holders. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud to be an equal opportunity employer dedicated to fostering diversity and creating an inclusive and equitable environment for employees and applicants. We actively celebrate and embrace differences, including but not limited to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran status, and disability. We encourage applications from individuals of all backgrounds and experiences and all will be considered for employment without discrimination. At Eligo Recruitment diversity, equity and inclusion is integral to achieving our mission to ensure every workplace reflects the richness of human diversity.
Sep 01, 2025
Full time
We are looking to recruit a pensions administration subject matter expert for the role of a pensions onboarding consultant. What does that mean ? We need someone who from the available documentation and consulting with key stakeholders can map an existing pension administration function into a new organisation, processes, business rules, understanding the pension calculations required to fulfil the policy obligations using new systems and integrating the processes into a new environment. Once you map the way forward, you will have an integrated team of data, process and pension administration professionals that will work closely with you to implement your strategy. To be a success in this role, you will require a wealth of knowledge in setting up an running the processes for a pension administration team. You will be the one who looks for a better / smarter way. You will listen well and be able to communicate your ideas clearly. You will have worked as a senior pension administrator or team leader. If you enjoy project work, have a genuine depth of knowledge and understanding of pension administration and can articulate your ideas, there is a good chance you will be ideal for the role of a pension onboarding consultant. This is a hybrid role that will require 2 days per week in our clients office in West Yorkshire. This is an opportunity to join an organisation that values creating a positive and supportive working environment in a role that is pivotal in providing excellent service to clients and policy holders. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud to be an equal opportunity employer dedicated to fostering diversity and creating an inclusive and equitable environment for employees and applicants. We actively celebrate and embrace differences, including but not limited to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran status, and disability. We encourage applications from individuals of all backgrounds and experiences and all will be considered for employment without discrimination. At Eligo Recruitment diversity, equity and inclusion is integral to achieving our mission to ensure every workplace reflects the richness of human diversity.
My client is a highly regarded pensions consultancy with a growing pensions de-risking and post-transaction team and due to this growth they seek an experienced defined benefit person to join their team. As an Assistant Consultant your duties will include: Working closely with trustees and and insurers to help navigate schemes through buy-in, buy-out and wind up Supporting Project Leaders with project plans, initiation documents, update reports and issue logs Circulating follow up actions to all concerned parties Facilitating project meetings, distributing agendas and follow up notes Producing project reports General support duties Applicants must possess defined benefit pensions experience and a keen desire to develop. Strong organisation, planning, and communication skills are imperative as well as the ability to multi task, manage documentation and work to defined time targets. This is a great opportunity to join a leading employer in a friendly and growing part of its business which offers a generous remuneration package, excellent prospects for development and flexible working
Sep 01, 2025
Full time
My client is a highly regarded pensions consultancy with a growing pensions de-risking and post-transaction team and due to this growth they seek an experienced defined benefit person to join their team. As an Assistant Consultant your duties will include: Working closely with trustees and and insurers to help navigate schemes through buy-in, buy-out and wind up Supporting Project Leaders with project plans, initiation documents, update reports and issue logs Circulating follow up actions to all concerned parties Facilitating project meetings, distributing agendas and follow up notes Producing project reports General support duties Applicants must possess defined benefit pensions experience and a keen desire to develop. Strong organisation, planning, and communication skills are imperative as well as the ability to multi task, manage documentation and work to defined time targets. This is a great opportunity to join a leading employer in a friendly and growing part of its business which offers a generous remuneration package, excellent prospects for development and flexible working
Due to growth my client, a leading occupational pensions consultancy, are currently seeking an experienced pensions professional (defined benefit) to join their national projects team in a Team Leading capacity. Duties will include: Leading a team to ensure that pensions projects (data prep, GMP etc) are delivered on time and in budget Liaising with a range of stakeholders both internal and external, to ensure delivery of projects Identifying areas for process improvement Support your team and identify any areas for learning and development Conduct regular reviews in order to manage team performance and any potential shortfalls Identify opportunities for revenue growth whilst ensuring team time is used wisely Support Relationship Managers and GMP teams regarding project queries Applicants must possess pensions projects or GMP experience and ideally have managed / supervised a team in the past. Strong knowledge of "defined benefit" is a must and exposure to projects work in a pensions environment is extremely desirable. The role may suit a current Pension Projects specialist who is looking for their next challenge. in return my client offers a generous remuneration package including bonus, a fantastic working environment with excellent opportunities for career growth and flexible working.
Sep 01, 2025
Full time
Due to growth my client, a leading occupational pensions consultancy, are currently seeking an experienced pensions professional (defined benefit) to join their national projects team in a Team Leading capacity. Duties will include: Leading a team to ensure that pensions projects (data prep, GMP etc) are delivered on time and in budget Liaising with a range of stakeholders both internal and external, to ensure delivery of projects Identifying areas for process improvement Support your team and identify any areas for learning and development Conduct regular reviews in order to manage team performance and any potential shortfalls Identify opportunities for revenue growth whilst ensuring team time is used wisely Support Relationship Managers and GMP teams regarding project queries Applicants must possess pensions projects or GMP experience and ideally have managed / supervised a team in the past. Strong knowledge of "defined benefit" is a must and exposure to projects work in a pensions environment is extremely desirable. The role may suit a current Pension Projects specialist who is looking for their next challenge. in return my client offers a generous remuneration package including bonus, a fantastic working environment with excellent opportunities for career growth and flexible working.
INCIDENTS & COMPLAINTS ANALYST Overall purpose of the job: Reporting into the Operations Support Manager, the Incidents and Complaints Analyst is responsible for monitoring, analysing, and investigating operational incidents and customer complaints. The role requires root cause identification, timely resolution, trend analysis, and continual improvement recommendation making. This must be whilst meeting regulatory requirements and upholding Consumer Duty standards to deliver good outcomes for pension scheme members and customers. Main Activities & Responsibilities: Investigate and analyse operational incidents and collaborate with internal teams to ensure timely corrective action and preventative measures are implemented to mitigate the risk of recurrence. Produce incident trend analysis MI and commentary for Operational Managers and Senior Leadership Team. Completion of price comparisons and any loss/gain analysis for customers that may have been financially disadvantaged by an incident. Logging and acknowledging incoming customer complaints and maintaining the Complaints Register and dashboard. Perform thorough investigations into complaints to understand the root cause and provide clear written responses to customers. Liaise with operational teams to gather evidence to inform resolutions as well as identify systemic issues where trends emerge. Ensure that complaints are managed and resolved within the agreed timeframes. Apply Consumer Duty principles by focusing on good customer outcomes in all investigations and recommendations made to operational teams. Cooperate with the Financial Ombudsman Service (FOS) when complaints have been escalated to collate all relevant information. Bi-Annual collation the information for the Complaints Return for the Financial Conduct Authority. Knowledge, Skills, and Personality: Experience in pensions administration, financial services, or a regulatory environment. Analytical mindset with a methodical approach to problem solving and investigation. Excellent written and verbal communication skills, particularly in writing formal responses. Previous experience of incident analysis and/or complaints handling. Education, qualifications, and special training: A qualification in pension administration is desirable but not essential as support can be offered with professional qualifications. Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Sep 01, 2025
Full time
INCIDENTS & COMPLAINTS ANALYST Overall purpose of the job: Reporting into the Operations Support Manager, the Incidents and Complaints Analyst is responsible for monitoring, analysing, and investigating operational incidents and customer complaints. The role requires root cause identification, timely resolution, trend analysis, and continual improvement recommendation making. This must be whilst meeting regulatory requirements and upholding Consumer Duty standards to deliver good outcomes for pension scheme members and customers. Main Activities & Responsibilities: Investigate and analyse operational incidents and collaborate with internal teams to ensure timely corrective action and preventative measures are implemented to mitigate the risk of recurrence. Produce incident trend analysis MI and commentary for Operational Managers and Senior Leadership Team. Completion of price comparisons and any loss/gain analysis for customers that may have been financially disadvantaged by an incident. Logging and acknowledging incoming customer complaints and maintaining the Complaints Register and dashboard. Perform thorough investigations into complaints to understand the root cause and provide clear written responses to customers. Liaise with operational teams to gather evidence to inform resolutions as well as identify systemic issues where trends emerge. Ensure that complaints are managed and resolved within the agreed timeframes. Apply Consumer Duty principles by focusing on good customer outcomes in all investigations and recommendations made to operational teams. Cooperate with the Financial Ombudsman Service (FOS) when complaints have been escalated to collate all relevant information. Bi-Annual collation the information for the Complaints Return for the Financial Conduct Authority. Knowledge, Skills, and Personality: Experience in pensions administration, financial services, or a regulatory environment. Analytical mindset with a methodical approach to problem solving and investigation. Excellent written and verbal communication skills, particularly in writing formal responses. Previous experience of incident analysis and/or complaints handling. Education, qualifications, and special training: A qualification in pension administration is desirable but not essential as support can be offered with professional qualifications. Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
OPERATIONS SUPPORT MANAGER Overall purpose of the job: The Operations Support Manager will act as a central point of support across all operations functions including Admin, Reporting, Dealing Support, and Reconciliations and Payments as well as the Director of Operations. This role will directly manage the Incidents and Complaints Analyst as well as the Operations Project and Operational Compliance Analyst. This is a varied and hands-on position requiring strong problem-solving skills, the ability to prioritise across competing needs, and a collaborative approach. The ideal candidate will bring knowledge of pensions administration, a keen eye for process improvement, and a passion for delivering excellent customer outcomes aligned with Consumer Duty principles. Main Activities & Responsibilities: Line management of three analysts covering various responsibilities in support of the operational teams. Act as a point of escalation for complex operational issues and complaints. Provide day-to-day support and cover to operational teams across Admin, Reporting, Dealing Support, and Reconciliations and Payments as well as the Director of Operations Collaborate with team leaders/managers to identify and resolve process blockers or inefficiencies. Coordinate cross-departmental support and cover for operational priorities and ad hoc projects. Support the collation, analysis, and presentation of operational MI to the Director of Operations and senior management. Maintain trackers for incidents, complaints, and other operational metrics. Identify opportunities for continuous improvement within operations processes. Lead or contribute to operational change initiatives, including process re-design and system enhancements. Monitor for potential areas of operational risk and escalate as needed. Lead the annual reviews of all customer literature such as Terms & Conditions and Key Features documents and propose changes where required for better customer understanding in support of Consumer Duty. Coordinate internal and external audits ensuring that each business area provides requested samples by set deadlines, and be the liaison point where necessary with clients/auditors Prepare applications to join any industry bodies, ensuring that the operational teams meet the entry criteria and coordinate any external reviews to support applications Attend the Risk Committee meetings when appropriate and assist the operational teams with mitigation measures. Ownership of the full end to end transaction reporting requirements across wider business teams. Collation and analysis of MI from Operational Teams to support the annual Consumer Duty outcomes report. Knowledge, Skills, and Personality: Essential: Experience in pensions administration or financial services operations. Proven team management or supervisory experience. Strong understanding of incident and complaint handling best practices. Excellent organisational and multitasking skills. Ability to analyse MI and draw insights for performance improvement. Effective communication and stakeholder engagement skills. Customer-centric mindset with a commitment to delivering good outcomes. Proactive and solutions focused. Resilient and calm under pressure. Desirable: Knowledge of FCA requirements, particularly Consumer Duty. Familiarity with reconciliation and payment processes. Education, qualifications, and special training: A qualification in pension administration is highly desirable Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Sep 01, 2025
Full time
OPERATIONS SUPPORT MANAGER Overall purpose of the job: The Operations Support Manager will act as a central point of support across all operations functions including Admin, Reporting, Dealing Support, and Reconciliations and Payments as well as the Director of Operations. This role will directly manage the Incidents and Complaints Analyst as well as the Operations Project and Operational Compliance Analyst. This is a varied and hands-on position requiring strong problem-solving skills, the ability to prioritise across competing needs, and a collaborative approach. The ideal candidate will bring knowledge of pensions administration, a keen eye for process improvement, and a passion for delivering excellent customer outcomes aligned with Consumer Duty principles. Main Activities & Responsibilities: Line management of three analysts covering various responsibilities in support of the operational teams. Act as a point of escalation for complex operational issues and complaints. Provide day-to-day support and cover to operational teams across Admin, Reporting, Dealing Support, and Reconciliations and Payments as well as the Director of Operations Collaborate with team leaders/managers to identify and resolve process blockers or inefficiencies. Coordinate cross-departmental support and cover for operational priorities and ad hoc projects. Support the collation, analysis, and presentation of operational MI to the Director of Operations and senior management. Maintain trackers for incidents, complaints, and other operational metrics. Identify opportunities for continuous improvement within operations processes. Lead or contribute to operational change initiatives, including process re-design and system enhancements. Monitor for potential areas of operational risk and escalate as needed. Lead the annual reviews of all customer literature such as Terms & Conditions and Key Features documents and propose changes where required for better customer understanding in support of Consumer Duty. Coordinate internal and external audits ensuring that each business area provides requested samples by set deadlines, and be the liaison point where necessary with clients/auditors Prepare applications to join any industry bodies, ensuring that the operational teams meet the entry criteria and coordinate any external reviews to support applications Attend the Risk Committee meetings when appropriate and assist the operational teams with mitigation measures. Ownership of the full end to end transaction reporting requirements across wider business teams. Collation and analysis of MI from Operational Teams to support the annual Consumer Duty outcomes report. Knowledge, Skills, and Personality: Essential: Experience in pensions administration or financial services operations. Proven team management or supervisory experience. Strong understanding of incident and complaint handling best practices. Excellent organisational and multitasking skills. Ability to analyse MI and draw insights for performance improvement. Effective communication and stakeholder engagement skills. Customer-centric mindset with a commitment to delivering good outcomes. Proactive and solutions focused. Resilient and calm under pressure. Desirable: Knowledge of FCA requirements, particularly Consumer Duty. Familiarity with reconciliation and payment processes. Education, qualifications, and special training: A qualification in pension administration is highly desirable Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Pensions Team Leader opportunity in Surrey, paying up to £65,000 per annum Your new company Hays are partnering with a leading and recognised group to recruit a Pensions Team Leader, a permanent role based in Surrey, offering remote/office hybrid working. A unique permanent position working within a close-knit team, reporting directly to the Head Of Pensions. This is a varied role with a mix of day-to-day routine management of the pension arrangements, as well as ad-hoc project work to support change and growth. This position will work closely with internal stakeholders but also with external consultants & advisors. Your new role Your key duties will involve supporting a variety of pension projects, working with advisers and internal service teams to deliver projects such as pensions dashboard, legislative pension changes, trustees governance and best practice in accordance with managing liabilities, investment changes, and others as they arise. You will support payroll and pension providers with auto-enrolment obligations, manage pension team budgets, ensure pension communications including trust deeds and rules, statutory statements, annual reports and keep member's booklets up to date, accurate and clear to understand. You will research changes to pension legalisation, recommend process updates to compliance, attend trustee meetings, along with preparing/signing off employee member communications. You will work on pension integration of new acquisitions into the group, using legal & other advisers when needed, along with identifying any potential risks. You will liaise with pensions administrators to help resolve queries, review monthly management reports, and be involved in ad-hoc pension duties to support the group. What you'll need to succeed To be considered for this unique Assistant Pensions Manager role, you will need experience in a similar position, a background in occupational pensions with both defined benefit and defined contribution experience. Ideally, you will work in a company that has experienced mergers, acquisitions or TUPE transfers. You will be APMI/FPMI qualified or commence with PMI qualifications. You will have strong communication skills to partner both internally/externally with a hands-on and proactive working approach. Used to prioritising workload and working within a large organisation that experiences change and growth. Experience of working with public sector pension arrangements would be advantageous but not essential. What you'll get in return This role offers a salary of up to £65,000 per annum, dependable on experience, based in Surrey, remote/office hybrid working offered with competitive benefits including private medical insurance, contributed pension scheme, group income protection, development opportunities & more. This growth role is a unique opportunity to really add value and become a lead specialist for pension processes within the group. Working for an established and growing organisation that has built a representative and welcoming environment for everyone. What you need to do now If you're interested in this role, please apply for this post. Visa sponsorship is not available. #
Sep 01, 2025
Full time
Pensions Team Leader opportunity in Surrey, paying up to £65,000 per annum Your new company Hays are partnering with a leading and recognised group to recruit a Pensions Team Leader, a permanent role based in Surrey, offering remote/office hybrid working. A unique permanent position working within a close-knit team, reporting directly to the Head Of Pensions. This is a varied role with a mix of day-to-day routine management of the pension arrangements, as well as ad-hoc project work to support change and growth. This position will work closely with internal stakeholders but also with external consultants & advisors. Your new role Your key duties will involve supporting a variety of pension projects, working with advisers and internal service teams to deliver projects such as pensions dashboard, legislative pension changes, trustees governance and best practice in accordance with managing liabilities, investment changes, and others as they arise. You will support payroll and pension providers with auto-enrolment obligations, manage pension team budgets, ensure pension communications including trust deeds and rules, statutory statements, annual reports and keep member's booklets up to date, accurate and clear to understand. You will research changes to pension legalisation, recommend process updates to compliance, attend trustee meetings, along with preparing/signing off employee member communications. You will work on pension integration of new acquisitions into the group, using legal & other advisers when needed, along with identifying any potential risks. You will liaise with pensions administrators to help resolve queries, review monthly management reports, and be involved in ad-hoc pension duties to support the group. What you'll need to succeed To be considered for this unique Assistant Pensions Manager role, you will need experience in a similar position, a background in occupational pensions with both defined benefit and defined contribution experience. Ideally, you will work in a company that has experienced mergers, acquisitions or TUPE transfers. You will be APMI/FPMI qualified or commence with PMI qualifications. You will have strong communication skills to partner both internally/externally with a hands-on and proactive working approach. Used to prioritising workload and working within a large organisation that experiences change and growth. Experience of working with public sector pension arrangements would be advantageous but not essential. What you'll get in return This role offers a salary of up to £65,000 per annum, dependable on experience, based in Surrey, remote/office hybrid working offered with competitive benefits including private medical insurance, contributed pension scheme, group income protection, development opportunities & more. This growth role is a unique opportunity to really add value and become a lead specialist for pension processes within the group. Working for an established and growing organisation that has built a representative and welcoming environment for everyone. What you need to do now If you're interested in this role, please apply for this post. Visa sponsorship is not available. #
