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wealth management business support manager
Project Manager
Hunter Executive Search & Selection Ltd
SENIOR PROJECT MANAGER Central London (West End) Financial Services & Wealth Management £(Apply online only) per day. Outside IR35. Hybrid Working Available Hunter Executive Search is delighted to be representing a dynamic financial services organisation based in Central London in search of a talented Project Manager. This is an exciting chance to become part of a growing team on an initial 6-month contract. The Project Manager role falls outside the scope of IR35 regulations, and offers a competitive day rate of £(Apply online only) per day. The selected Project Manager will be in charge of leading a large-scale post-implementation remediation and improvement project for the company's recently introduced HCM system, Workday. This project is a crucial element of the organisation's wider two-year transformative programme affecting the finance, HR, and IT departments. The process of change has been kicked off by the Chief Executive Officer, and has involved some rebranding of the business, a change in their contractual terms with the financial services clients, and changes in how their fees are changed. The HCM system / workday project has been part of this change process, and has been intended to improve how HR and finance engages with the business, as well as enabling more agility for staff and introducing HR self service capabilities. Having implemented Workday, there has been a sluggish uptake by staff and users in the new system, and further analysis suggests that the implementation has been mis-aligned. Therefore a remediation and adjustment of the Workday instance is required to make sure that the business optimises its investment, and the HCM system supports the wider change agenda. As a Project Manager, you will work closely with business, HR, finance, and technical teams to ensure the successful delivery of remediation and change initiatives. Effective communication as a Project Manager with stakeholders and end users is essential in aligning the Workday platform with the evolving needs of the business. Key Requirements: - Background in HR transformation project or programme management - Demonstrated success in project delivery, preferably with large user bases - Experience in managing large-scale post-implementation changes - Ability to handle projects in multiple locations - Proficient in engaging with system implementation (SI) partners - Knowledge of project management methodologies such as PRINCE2, Agile, and waterfall methodologies This role presents an amazing opportunity to have a significant impact on a crucial project within a forward-thinking organisation. If you have the necessary skills and experience as a Project Manager, we encourage you to apply and join our client in Central London for this exciting opportunity. Hunter Executive Search is an Equal Opportunities Employer and is acting as a recruitment consultancy in respect of this Project Manager vacancy.
Sep 06, 2025
Contractor
SENIOR PROJECT MANAGER Central London (West End) Financial Services & Wealth Management £(Apply online only) per day. Outside IR35. Hybrid Working Available Hunter Executive Search is delighted to be representing a dynamic financial services organisation based in Central London in search of a talented Project Manager. This is an exciting chance to become part of a growing team on an initial 6-month contract. The Project Manager role falls outside the scope of IR35 regulations, and offers a competitive day rate of £(Apply online only) per day. The selected Project Manager will be in charge of leading a large-scale post-implementation remediation and improvement project for the company's recently introduced HCM system, Workday. This project is a crucial element of the organisation's wider two-year transformative programme affecting the finance, HR, and IT departments. The process of change has been kicked off by the Chief Executive Officer, and has involved some rebranding of the business, a change in their contractual terms with the financial services clients, and changes in how their fees are changed. The HCM system / workday project has been part of this change process, and has been intended to improve how HR and finance engages with the business, as well as enabling more agility for staff and introducing HR self service capabilities. Having implemented Workday, there has been a sluggish uptake by staff and users in the new system, and further analysis suggests that the implementation has been mis-aligned. Therefore a remediation and adjustment of the Workday instance is required to make sure that the business optimises its investment, and the HCM system supports the wider change agenda. As a Project Manager, you will work closely with business, HR, finance, and technical teams to ensure the successful delivery of remediation and change initiatives. Effective communication as a Project Manager with stakeholders and end users is essential in aligning the Workday platform with the evolving needs of the business. Key Requirements: - Background in HR transformation project or programme management - Demonstrated success in project delivery, preferably with large user bases - Experience in managing large-scale post-implementation changes - Ability to handle projects in multiple locations - Proficient in engaging with system implementation (SI) partners - Knowledge of project management methodologies such as PRINCE2, Agile, and waterfall methodologies This role presents an amazing opportunity to have a significant impact on a crucial project within a forward-thinking organisation. If you have the necessary skills and experience as a Project Manager, we encourage you to apply and join our client in Central London for this exciting opportunity. Hunter Executive Search is an Equal Opportunities Employer and is acting as a recruitment consultancy in respect of this Project Manager vacancy.
Business Development Manager
Crystal Facilities Management Ltd City, Manchester
Business Development Manager Crystal Facilities Management has 10 years of knowledge and a wealth of experience in assisting Universities and private accommodation providers with a full facilities management service. We hold contracts with many major Universities year in year out and we design and perform a programme of service that delivers whatever the timescale. We provide a national operation which varies from an individual service or as part of an integrated solution. Our customers keep choosing us because of our positive attitude, and understanding of their challenges and they recognise the quality of our service delivery that comes with a promise With a National portfolio of over 21 Universities and leading private accommodation providers, the Company is seeking to build on its success by expanding its services opening up new offering for full FM support. This has created a need for a Business development manager. The role will be to report to the Sales Director. The successful candidate will be responsible for securing new business with a consultative approach to selling. They should be commercially astute and have excellent communication skills with a proven record in generating significant revenues Crystal Facilities Management is a fast- growing business within the higher education sector, the ideal fit would be a candidate who is ambitious and driven- helping to shape the growth of the businesses future KEY RESPONSIBILITIES WILL INCLUDE; Generating leads and efficiently keeping in regular contact with prospects Generating a pipeline that converts into sales Presenting to decision makers Understanding and keeping up to date with our industry news and constant developments Identifying areas of development and improvement in the sales process Create weekly/monthly forecasts on revenue/target management and end of month reports on revenue Delivering against a target of 1m in the first year to ensure revenue expectations are being met Working closely with the marketing department to develop bespoke campaigns to relevant prospects Maximising network opportunities and regularly using conferences, events and trade shows to increase awareness and develop a further network of contacts To self -generate leads by carrying out research and market intelligence Business Development Manager MUST HAVE; Proven track record in new business development from within the cleaning industry Proven track record in account development Have strategic development experience Have strong management skills Be adaptable Be consultative Be a self starter Be proactive Be personable Be willing to travel UK wide SALARY ON OFFER: 40K ANNUAL BASIC + 40K Commission upon target Sales + Benefits Company Car, laptop and Phone.
Sep 06, 2025
Full time
Business Development Manager Crystal Facilities Management has 10 years of knowledge and a wealth of experience in assisting Universities and private accommodation providers with a full facilities management service. We hold contracts with many major Universities year in year out and we design and perform a programme of service that delivers whatever the timescale. We provide a national operation which varies from an individual service or as part of an integrated solution. Our customers keep choosing us because of our positive attitude, and understanding of their challenges and they recognise the quality of our service delivery that comes with a promise With a National portfolio of over 21 Universities and leading private accommodation providers, the Company is seeking to build on its success by expanding its services opening up new offering for full FM support. This has created a need for a Business development manager. The role will be to report to the Sales Director. The successful candidate will be responsible for securing new business with a consultative approach to selling. They should be commercially astute and have excellent communication skills with a proven record in generating significant revenues Crystal Facilities Management is a fast- growing business within the higher education sector, the ideal fit would be a candidate who is ambitious and driven- helping to shape the growth of the businesses future KEY RESPONSIBILITIES WILL INCLUDE; Generating leads and efficiently keeping in regular contact with prospects Generating a pipeline that converts into sales Presenting to decision makers Understanding and keeping up to date with our industry news and constant developments Identifying areas of development and improvement in the sales process Create weekly/monthly forecasts on revenue/target management and end of month reports on revenue Delivering against a target of 1m in the first year to ensure revenue expectations are being met Working closely with the marketing department to develop bespoke campaigns to relevant prospects Maximising network opportunities and regularly using conferences, events and trade shows to increase awareness and develop a further network of contacts To self -generate leads by carrying out research and market intelligence Business Development Manager MUST HAVE; Proven track record in new business development from within the cleaning industry Proven track record in account development Have strategic development experience Have strong management skills Be adaptable Be consultative Be a self starter Be proactive Be personable Be willing to travel UK wide SALARY ON OFFER: 40K ANNUAL BASIC + 40K Commission upon target Sales + Benefits Company Car, laptop and Phone.
Relationship Manager
Close Brothers
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Asset & Leasing (Transport) Team where you will be responsible for the sales within a designated area within Scotland. You will also generate new business through delivering Hire Purchase and Lease, asset finance and refinance solutions to the SME & Corporate sectors in Scotland. The role will be field based, working from their home office but you will report directly into the Sales Director and will develop a strong working relationship with the Head of Customer Relationship Manager and administration team. Our ideal candidate will be enthusiastic and show a drive for generating revenue with evidence of "going the extra mile" coupled with strong client focus, a flexible and resilient attitude. RESPONSIBILITIES Proactively source sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers and other industry / introducer channels. Responsible for developing and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Represent the company at trade exhibitions, events and demonstrations. Review own sales performance aiming to meet or exceed targets. Ability to make accurate, rapid quotations and provide customers with the relevant information to close the deal. Responsible for ensuring that own administration is in line with regulatory requirements and company procedure. Responsible for ensuring that the sales targets are achieved. Ensure you operate within the context of the FCA regulations at all times and ensures the Treating Customers Fairly initiative is fully adhered to. Ensure you maintain a full understanding of all the finance offered and associated add on products available at Close Brothers Asset Finance Responsible for ensuring own administration is in line with regulatory requirements and company procedure. Responsible for working closely with the Collections team in maintaining a satisfactory level of defaults within your own portfolio. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: Previous experience with Asset finance A Self-motivated team player driven to achieve and exceed all targets set. A bright, go getting person that is tenacious and resilient with a strong desire to succeed. Strong interpersonal skills Numerate with analytical ability Excellent presentation skills Competitive with an ability to think on their feet and deliver solutions. Strong ability to plan and organise, effective sales activity planning is vital Practical problem solving ability An excellent communicator with a direct and open style Some industry experience/knowledge We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 06, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Asset & Leasing (Transport) Team where you will be responsible for the sales within a designated area within Scotland. You will also generate new business through delivering Hire Purchase and Lease, asset finance and refinance solutions to the SME & Corporate sectors in Scotland. The role will be field based, working from their home office but you will report directly into the Sales Director and will develop a strong working relationship with the Head of Customer Relationship Manager and administration team. Our ideal candidate will be enthusiastic and show a drive for generating revenue with evidence of "going the extra mile" coupled with strong client focus, a flexible and resilient attitude. RESPONSIBILITIES Proactively source sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers and other industry / introducer channels. Responsible for developing and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Represent the company at trade exhibitions, events and demonstrations. Review own sales performance aiming to meet or exceed targets. Ability to make accurate, rapid quotations and provide customers with the relevant information to close the deal. Responsible for ensuring that own administration is in line with regulatory requirements and company procedure. Responsible for ensuring that the sales targets are achieved. Ensure you operate within the context of the FCA regulations at all times and ensures the Treating Customers Fairly initiative is fully adhered to. Ensure you maintain a full understanding of all the finance offered and associated add on products available at Close Brothers Asset Finance Responsible for ensuring own administration is in line with regulatory requirements and company procedure. Responsible for working closely with the Collections team in maintaining a satisfactory level of defaults within your own portfolio. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: Previous experience with Asset finance A Self-motivated team player driven to achieve and exceed all targets set. A bright, go getting person that is tenacious and resilient with a strong desire to succeed. Strong interpersonal skills Numerate with analytical ability Excellent presentation skills Competitive with an ability to think on their feet and deliver solutions. Strong ability to plan and organise, effective sales activity planning is vital Practical problem solving ability An excellent communicator with a direct and open style Some industry experience/knowledge We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
United Utilities
Head of Regulatory Reporting and Assurance
United Utilities Warrington, Cheshire
About us Salary - Competitive Salary Work Type - Hybrid Job Location - Lingley Mere (UU), Lingley Green Avenue, Great Sankey, Warrington, WA5 3LP Role Type - Permanent Employment Type - Full Time Working Hours - 37.0 Hours per Week United Utilities' (UU) purpose is to deliver great water for a stronger, greener and healthier North West of England. We are committed to providing our services in a way that respects the environment, supports the economy, and benefits society. We value diversity, inclusion and innovation in our workplace, and we foster a culture where our people can grow, excel, and be themselves. We uphold our ethics, values and business model to fulfil our mission and, by setting clear goals and objectives, we create sustainable long-term value for our colleagues, customers and communities. Whether you work with a team that shares your vision or join a network of peers with similar interests, you will find a welcoming and supportive organisation to be part of. We've got a lot to offer. You'll be part of a thriving FTSE 100 company and will enjoy a range of core benefits that reflect your value and value contribution. Benefits A generous annual leave package of 26 days, which increases to 30 days after four years of service (increases one day per year), in addition to 8 bank holidays A competitive pension scheme with up to 14% employer contribution, 21% combined, and life cover Car cash allowance - £5,000 Up to 20% performance-related bonus scheme, as well as recognition awards for outstanding achievements A comprehensive healthcare plan through our company-funded scheme MyGymDiscounts - gym and wellness benefit that offers up to 25% off on gym memberships and digital fitness subscriptions Best Doctors Salary Finance Wealth at Work courses Deals and discounts EVolve Car Scheme Employee Assistance Plan Mental health first aiders ShareBuy MORE Choices flexible benefits Enhanced parental leave schemes Job Purpose The Head of Regulatory Reporting and Assurance performs a key leadership role in the business, with substantial visibility with senior leaders, the Executive and the Board, ensuring that the company's processes and procedures are designed and implemented to ensure that regulatory reporting and regulatory submissions are assured, reliable, accurate and complete. Colleagues will look to the Head of Regulatory Reporting and Assurance to: Ensure that the company's regulatory obligations, expectations and targets are clearly understood by relevant managers within the business and that any risks to compliance with these obligations or to delivery of the targets are identified and managed. Manage the process for developing ,submitting to Ofwat and where relevant publishing, reliable accurate and transparent information, both as part of annual or other scheduled reporting regimes - including the price review and delivery reporting - and in response to ad hoc queries. Lead, manage, and see through to completion the assurance approach for regulatory information, including the internal assurance framework and management of external assurance providers. Support the Regulation and Compliance Director in management of the Board's Compliance Committee and deputise for the Regulation and Compliance Director where required Lead special projects, deep dive analyses and submissions into regulatory casework and investigations, as required Accountabilities & Responsibilities Develop, manage and maintain the risk based, regulatory governance and assurance framework that underpins UUW's regulatory reporting. Manage the application of this framework to key regulatory programmes and submissions, including ad hoc reports, regular cyclical or annual reports and reports and information required to support the development of price review process and submissions. Develop and obtain management (Executive) and UUW Board support for the specific governance and assurance arrangements that will be required for key regulatory submissions. This includes defining and agreeing accountabilities and responsibilities for the three lines of assurance (where applicable), and specifying and agreeing the direct input required from the UUW Board. Manage the development and oversee the implementation of the governance and assurance framework and arrangements for five yearly price review submissions. Obtain UUW Board approval for the proposed framework and manage the development of any specific assurance and/or Board assurance elements of the submissions, including obtaining all relevant approvals from management and the UUW Board. Manage the contract with and co-ordinate the work undertaken by the external technical auditor, who is responsible for independent review and audit of the business processes and systems used to produce UUW's regulatory reports and supporting information. Manage the process to ensure that the company's regulatory obligations, expectations and targets are clearly understood by relevant managers within the business, including managing the development of appropriate communications and guidance material and ensure that training to impart understanding of regulatory requirements is delivered. Provide guidance, interpretations and support with regulatory issues, or the interpretation of regulatory commitments that could affect any aspects of the business. Accurately analyse and interpret information provided by the business, presenting concise summaries and recommended actions to appropriate management meetings. Technical Skills & Experience We're looking for a proven leader with deep regulatory experience, ideally within the water industry or a similarly complex regulated environment. You'll bring: A detailed understanding of regulatory frameworks, compliance, and assurance. Strong programme and project management expertise, with the ability to deliver complex outputs to demanding deadlines. Excellent interpersonal, influencing and communication skills, with credibility at Board and Executive level.
Sep 06, 2025
Full time
About us Salary - Competitive Salary Work Type - Hybrid Job Location - Lingley Mere (UU), Lingley Green Avenue, Great Sankey, Warrington, WA5 3LP Role Type - Permanent Employment Type - Full Time Working Hours - 37.0 Hours per Week United Utilities' (UU) purpose is to deliver great water for a stronger, greener and healthier North West of England. We are committed to providing our services in a way that respects the environment, supports the economy, and benefits society. We value diversity, inclusion and innovation in our workplace, and we foster a culture where our people can grow, excel, and be themselves. We uphold our ethics, values and business model to fulfil our mission and, by setting clear goals and objectives, we create sustainable long-term value for our colleagues, customers and communities. Whether you work with a team that shares your vision or join a network of peers with similar interests, you will find a welcoming and supportive organisation to be part of. We've got a lot to offer. You'll be part of a thriving FTSE 100 company and will enjoy a range of core benefits that reflect your value and value contribution. Benefits A generous annual leave package of 26 days, which increases to 30 days after four years of service (increases one day per year), in addition to 8 bank holidays A competitive pension scheme with up to 14% employer contribution, 21% combined, and life cover Car cash allowance - £5,000 Up to 20% performance-related bonus scheme, as well as recognition awards for outstanding achievements A comprehensive healthcare plan through our company-funded scheme MyGymDiscounts - gym and wellness benefit that offers up to 25% off on gym memberships and digital fitness subscriptions Best Doctors Salary Finance Wealth at Work courses Deals and discounts EVolve Car Scheme Employee Assistance Plan Mental health first aiders ShareBuy MORE Choices flexible benefits Enhanced parental leave schemes Job Purpose The Head of Regulatory Reporting and Assurance performs a key leadership role in the business, with substantial visibility with senior leaders, the Executive and the Board, ensuring that the company's processes and procedures are designed and implemented to ensure that regulatory reporting and regulatory submissions are assured, reliable, accurate and complete. Colleagues will look to the Head of Regulatory Reporting and Assurance to: Ensure that the company's regulatory obligations, expectations and targets are clearly understood by relevant managers within the business and that any risks to compliance with these obligations or to delivery of the targets are identified and managed. Manage the process for developing ,submitting to Ofwat and where relevant publishing, reliable accurate and transparent information, both as part of annual or other scheduled reporting regimes - including the price review and delivery reporting - and in response to ad hoc queries. Lead, manage, and see through to completion the assurance approach for regulatory information, including the internal assurance framework and management of external assurance providers. Support the Regulation and Compliance Director in management of the Board's Compliance Committee and deputise for the Regulation and Compliance Director where required Lead special projects, deep dive analyses and submissions into regulatory casework and investigations, as required Accountabilities & Responsibilities Develop, manage and maintain the risk based, regulatory governance and assurance framework that underpins UUW's regulatory reporting. Manage the application of this framework to key regulatory programmes and submissions, including ad hoc reports, regular cyclical or annual reports and reports and information required to support the development of price review process and submissions. Develop and obtain management (Executive) and UUW Board support for the specific governance and assurance arrangements that will be required for key regulatory submissions. This includes defining and agreeing accountabilities and responsibilities for the three lines of assurance (where applicable), and specifying and agreeing the direct input required from the UUW Board. Manage the development and oversee the implementation of the governance and assurance framework and arrangements for five yearly price review submissions. Obtain UUW Board approval for the proposed framework and manage the development of any specific assurance and/or Board assurance elements of the submissions, including obtaining all relevant approvals from management and the UUW Board. Manage the contract with and co-ordinate the work undertaken by the external technical auditor, who is responsible for independent review and audit of the business processes and systems used to produce UUW's regulatory reports and supporting information. Manage the process to ensure that the company's regulatory obligations, expectations and targets are clearly understood by relevant managers within the business, including managing the development of appropriate communications and guidance material and ensure that training to impart understanding of regulatory requirements is delivered. Provide guidance, interpretations and support with regulatory issues, or the interpretation of regulatory commitments that could affect any aspects of the business. Accurately analyse and interpret information provided by the business, presenting concise summaries and recommended actions to appropriate management meetings. Technical Skills & Experience We're looking for a proven leader with deep regulatory experience, ideally within the water industry or a similarly complex regulated environment. You'll bring: A detailed understanding of regulatory frameworks, compliance, and assurance. Strong programme and project management expertise, with the ability to deliver complex outputs to demanding deadlines. Excellent interpersonal, influencing and communication skills, with credibility at Board and Executive level.
Agile Delivery Manager (12 month FTC)
Close Brothers Doncaster, Yorkshire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Retail Engineering Delivery Team where you will facilitate the delivery of products and project solutions using Agile principles and methodologies by working alongside stakeholders to outline goals and continuously deliver the highest value items through effective prioritisation. Working as part of the Retail Engineering Delivery team our ideal team member will have previous experience in working independently, taking initiative and is willing to take on responsibilities beyond software development, such as budget management, resourcing and risk management with excellent communication skills. RESPONSIBILITIES Facilitate the delivery of products and services through Agile delivery squads, optimising value streams to enhance flow, reduce bottlenecks and ensure alignment with business objectives. Plan, communicate and visualise progress towards goals, actively managing risks, issues and dependencies, some may be across multiple squads. Remove impediments for the scrum team to ensure smooth progress. Collaborate with stakeholders to prioritise and deliver high value items. Report and manage delivery metrics to provide transparency. Facilitate scrum events, including sprint planning and sprint retrospectives. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: An experienced delivery manager with expertise in agile methodology (values and principles) and a proven track record of creating environments that adhere to these practices. An ability to communicate effectively with both technical and non-technical stakeholders. Hold a Certified Scrum Master qualification. Able to demonstrate a genuine drive for improvement and encourage others to strive for excellence. Ability to remain focused and calm under pressure. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Experience using Jira and Confluence. Experience using online collaboration tools (e.g. Lucid, Miro). Experience working in the financial services industry. Experience working with both onshore and offshore teams. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Sep 06, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Retail Engineering Delivery Team where you will facilitate the delivery of products and project solutions using Agile principles and methodologies by working alongside stakeholders to outline goals and continuously deliver the highest value items through effective prioritisation. Working as part of the Retail Engineering Delivery team our ideal team member will have previous experience in working independently, taking initiative and is willing to take on responsibilities beyond software development, such as budget management, resourcing and risk management with excellent communication skills. RESPONSIBILITIES Facilitate the delivery of products and services through Agile delivery squads, optimising value streams to enhance flow, reduce bottlenecks and ensure alignment with business objectives. Plan, communicate and visualise progress towards goals, actively managing risks, issues and dependencies, some may be across multiple squads. Remove impediments for the scrum team to ensure smooth progress. Collaborate with stakeholders to prioritise and deliver high value items. Report and manage delivery metrics to provide transparency. Facilitate scrum events, including sprint planning and sprint retrospectives. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: An experienced delivery manager with expertise in agile methodology (values and principles) and a proven track record of creating environments that adhere to these practices. An ability to communicate effectively with both technical and non-technical stakeholders. Hold a Certified Scrum Master qualification. Able to demonstrate a genuine drive for improvement and encourage others to strive for excellence. Ability to remain focused and calm under pressure. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Experience using Jira and Confluence. Experience using online collaboration tools (e.g. Lucid, Miro). Experience working in the financial services industry. Experience working with both onshore and offshore teams. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Cancer Research UK
Senior Marketing Manager - High Value and B2B Marketing
Cancer Research UK
SENIOR MARKETING MANAGER - HIGH VALUE AND B2B MARKETING Salary: £52,000 - £57,000 Department: Marketing, Fundraising and Engagement Reports to: Audience Marketing Lead Location: Stratford, London w/ high-flex (1 - 2 days per week in the office) Hours: 35 hours per week (we are open to compressed hours) Contract type: 12 month fixed-term contract Closing date: Sunday 14 September 2025, 23:55 Please note: You must be eligible to work in the UK to apply for this vacancy. Cancer Research UK is not able to offer visa sponsorship. At Cancer Research UK, we exist to beat cancer. We are professionals with purpose, beating cancer every day. But we need to go much further and much faster. That's why we're looking for someone talented, someone who wants to develop their skills, someone like you. We have an exciting opportunity for you to join us as a Senior Marketing Manager - High Value and B2B Marketing. We need you to build relationships with key stakeholders across the organisation to understand how marketing can support their high-value and B2B goals. In this role, you'll support these stakeholders by leading on the development and delivery of marketing strategies and plans designed to meet our high value & B2B audience objectives. What will I be doing? Working with the Philanthropy and Communications teams to develop and deliver paid marketing strategies to support the delivery of the More Research, Less Cancer campaign's £400m target Leading on the translation of the Pledge proposition's professional audience and high-value strategies into marketing objectives and plans, developing KPIs linked to wider Legacy objectives Overseeing the development, delivery and optimisation of a marketing communications programme for our Legacy professional audiences Leading on the translation of the Partnerships acquisition and retention strategies into clear marketing objectives, developing KPIs linked to wider Partnerships objectives Working collaboratively with New Partnerships stakeholders to develop and deliver marketing strategies and plans which drive awareness of partnering with CRUK and acquiring new business leads Working collaboratively with Partnerships Management stakeholders to develop and deliver marketing strategies and plans which engage existing partners, deepening relationships and improving retention Spotting opportunities to reach new high-value and B2B audiences through audience-led marketing strategies, including mass affluent Legacy and wealth advisor audiences Acting as the marketing expert for high-value and B2B audiences, consulting with teams across the organisation to include and optimise marketing activity where relevant. What skills will I need? Significant marketing leadership experience, ideally high value and/or B2B marketing experience Strategic thinker with significant experience of translating strategy into operational planning, and delivering multi-channel marketing campaigns with strong digital marketing acumen Ability to build collaborative relationships and influence stakeholders at all levels Significant understanding of end-to-end supporter journeys and the role of different marketing channels in fully integrated campaigns Relevant experience of managing and motivating agencies and suppliers to drive maximum value from relationships Champions the supporter and the delivery of relevant, engaging communications and excellent supporter experiences A flexible approach to adapt to changing priorities A confident and effective communicator, including in difficult situations A professional marketing qualification, such as Institute of Digital Marketing or Chartered Institute of Marketing, or equivalent experience. What will I gain? Each and every one of our employees contributes to our progress and is supporting our work to beat cancer. We think that's impressive. In return, we make sure you are supported by a generous benefits package, a wide range of career and personal development opportunities and high-quality tools, policies and processes to enable you to do your job well. Our benefits package includes a substantial retirement plan, a generous and flexible leave allowance, discounts on anything from travel to technology, gym membership, and much more. We don't forget people have lives outside of work too and so we actively encourage a flexible working culture. Our work - from funding cutting-edge research to developing public policy - will change the world. It's exciting to be part of our team. How do I apply? We operate an anonymised shortlisting process in our commitment to equality, diversity and inclusion. CVs are required for all applications; but we won't be able to view them until we invite you for an interview. Instead, we ask you to complete the work history section of the online application form for us to be able to assess you quickly, fairly and objectively.
Sep 06, 2025
Full time
SENIOR MARKETING MANAGER - HIGH VALUE AND B2B MARKETING Salary: £52,000 - £57,000 Department: Marketing, Fundraising and Engagement Reports to: Audience Marketing Lead Location: Stratford, London w/ high-flex (1 - 2 days per week in the office) Hours: 35 hours per week (we are open to compressed hours) Contract type: 12 month fixed-term contract Closing date: Sunday 14 September 2025, 23:55 Please note: You must be eligible to work in the UK to apply for this vacancy. Cancer Research UK is not able to offer visa sponsorship. At Cancer Research UK, we exist to beat cancer. We are professionals with purpose, beating cancer every day. But we need to go much further and much faster. That's why we're looking for someone talented, someone who wants to develop their skills, someone like you. We have an exciting opportunity for you to join us as a Senior Marketing Manager - High Value and B2B Marketing. We need you to build relationships with key stakeholders across the organisation to understand how marketing can support their high-value and B2B goals. In this role, you'll support these stakeholders by leading on the development and delivery of marketing strategies and plans designed to meet our high value & B2B audience objectives. What will I be doing? Working with the Philanthropy and Communications teams to develop and deliver paid marketing strategies to support the delivery of the More Research, Less Cancer campaign's £400m target Leading on the translation of the Pledge proposition's professional audience and high-value strategies into marketing objectives and plans, developing KPIs linked to wider Legacy objectives Overseeing the development, delivery and optimisation of a marketing communications programme for our Legacy professional audiences Leading on the translation of the Partnerships acquisition and retention strategies into clear marketing objectives, developing KPIs linked to wider Partnerships objectives Working collaboratively with New Partnerships stakeholders to develop and deliver marketing strategies and plans which drive awareness of partnering with CRUK and acquiring new business leads Working collaboratively with Partnerships Management stakeholders to develop and deliver marketing strategies and plans which engage existing partners, deepening relationships and improving retention Spotting opportunities to reach new high-value and B2B audiences through audience-led marketing strategies, including mass affluent Legacy and wealth advisor audiences Acting as the marketing expert for high-value and B2B audiences, consulting with teams across the organisation to include and optimise marketing activity where relevant. What skills will I need? Significant marketing leadership experience, ideally high value and/or B2B marketing experience Strategic thinker with significant experience of translating strategy into operational planning, and delivering multi-channel marketing campaigns with strong digital marketing acumen Ability to build collaborative relationships and influence stakeholders at all levels Significant understanding of end-to-end supporter journeys and the role of different marketing channels in fully integrated campaigns Relevant experience of managing and motivating agencies and suppliers to drive maximum value from relationships Champions the supporter and the delivery of relevant, engaging communications and excellent supporter experiences A flexible approach to adapt to changing priorities A confident and effective communicator, including in difficult situations A professional marketing qualification, such as Institute of Digital Marketing or Chartered Institute of Marketing, or equivalent experience. What will I gain? Each and every one of our employees contributes to our progress and is supporting our work to beat cancer. We think that's impressive. In return, we make sure you are supported by a generous benefits package, a wide range of career and personal development opportunities and high-quality tools, policies and processes to enable you to do your job well. Our benefits package includes a substantial retirement plan, a generous and flexible leave allowance, discounts on anything from travel to technology, gym membership, and much more. We don't forget people have lives outside of work too and so we actively encourage a flexible working culture. Our work - from funding cutting-edge research to developing public policy - will change the world. It's exciting to be part of our team. How do I apply? We operate an anonymised shortlisting process in our commitment to equality, diversity and inclusion. CVs are required for all applications; but we won't be able to view them until we invite you for an interview. Instead, we ask you to complete the work history section of the online application form for us to be able to assess you quickly, fairly and objectively.
Relationship Manager
Close Brothers
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Finance, where your role as an Area Sales Manager will be to generate new business to deliver the agreed sales target as part of the Close Brothers Transport team. You will do this by demonstrating you can exceed agreed annual sales targets and build relationships with customers and industry stakeholders. This is a remote/field-based role, covering a territory in the Midlands or North of England. Our Ideal ASM must be able to demonstrate the ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry/Financial industry. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels The ability to drive sales and plan/manage own activities and contact strategy Previous experience as a sales representative or sales manager, consistently meeting or exceeding targets Strong business sense and industry expertise Excellent sales and negotiation skills Full Driver's license IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Knowledge of Transport (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Finance, where your role as an Area Sales Manager will be to generate new business to deliver the agreed sales target as part of the Close Brothers Transport team. You will do this by demonstrating you can exceed agreed annual sales targets and build relationships with customers and industry stakeholders. This is a remote/field-based role, covering a territory in the Midlands or North of England. Our Ideal ASM must be able to demonstrate the ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry/Financial industry. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels The ability to drive sales and plan/manage own activities and contact strategy Previous experience as a sales representative or sales manager, consistently meeting or exceeding targets Strong business sense and industry expertise Excellent sales and negotiation skills Full Driver's license IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Knowledge of Transport (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Credit Controller (6 months FTC)
Close Brothers Hull, Yorkshire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Invoice Finance Team as a Credit Controller where you will proactively pursue the collection of overdue debt maintaining a debt turn within required standards on a portfolio of c.30 clients / c.1000 customers, identifying when pursuing legal action may be necessary. Our ideal team member will possess great customer service skills and will strive to deliver positive customer experience while maintaining a commercial focus during every customer interaction. RESPONSIBILITIES Competent handling of collections on a portfolio of around 1,000 live customers Achieving collection targets on Action lists set as part of the review objectives. Collection methods include phone and high volumes of email correspondence. Providing excellent customer service and building good relationships with clients Accurate maintenance of client/customer narrative, ensuring all calls made and received are logged each time. Portfolios are monitored monthly, and concerns highlighted where appropriate. Regular review of 90+ day debt, monthly review of 60+ accounts with BDP in placed and reported to Credit Control manager. Minimising of bad debt levels, ensuring that appropriate collection action is taken using CC tools initially, and passing to Specialist Collections in a timely manner where appropriate. To try and avert litigation action in the first instance by negotiation of payment plans and acknowledging with the debtor that action may become necessary which may incur additional charges top them in addition to the core debt. To engage the credit team and Client in these early stages if necessary for input. To demonstrate an awareness of the basic litigation process, including raising appropriate litigation paperwork to forward to the Specialist Collections Team. Maintaining the debt turn target of individual clients, your portfolio and the team's targeted debt turn for the monthly board reports Operating procedure has been followed to ensure safe return of funds. Performing any other duties as requested by your line manager. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Credit control experience. Excellent telephone manner. Good communication skills both written and verbal. The ability to work under pressure dealing with high volumes of emails. Good PC skills - especially proficient in Microsoft outlook and excel. Process driven with a desire to improve/understand processes and customer experience. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have some Invoice Finance industry experience/ qualification Have an understanding of the litigation process relating to the insolvency and traditional recovery routes. Possess a qualification in customer service We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. With a minimum of 2 days per week in our Brighton office, with the rest of your team. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Invoice Finance Team as a Credit Controller where you will proactively pursue the collection of overdue debt maintaining a debt turn within required standards on a portfolio of c.30 clients / c.1000 customers, identifying when pursuing legal action may be necessary. Our ideal team member will possess great customer service skills and will strive to deliver positive customer experience while maintaining a commercial focus during every customer interaction. RESPONSIBILITIES Competent handling of collections on a portfolio of around 1,000 live customers Achieving collection targets on Action lists set as part of the review objectives. Collection methods include phone and high volumes of email correspondence. Providing excellent customer service and building good relationships with clients Accurate maintenance of client/customer narrative, ensuring all calls made and received are logged each time. Portfolios are monitored monthly, and concerns highlighted where appropriate. Regular review of 90+ day debt, monthly review of 60+ accounts with BDP in placed and reported to Credit Control manager. Minimising of bad debt levels, ensuring that appropriate collection action is taken using CC tools initially, and passing to Specialist Collections in a timely manner where appropriate. To try and avert litigation action in the first instance by negotiation of payment plans and acknowledging with the debtor that action may become necessary which may incur additional charges top them in addition to the core debt. To engage the credit team and Client in these early stages if necessary for input. To demonstrate an awareness of the basic litigation process, including raising appropriate litigation paperwork to forward to the Specialist Collections Team. Maintaining the debt turn target of individual clients, your portfolio and the team's targeted debt turn for the monthly board reports Operating procedure has been followed to ensure safe return of funds. Performing any other duties as requested by your line manager. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Credit control experience. Excellent telephone manner. Good communication skills both written and verbal. The ability to work under pressure dealing with high volumes of emails. Good PC skills - especially proficient in Microsoft outlook and excel. Process driven with a desire to improve/understand processes and customer experience. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have some Invoice Finance industry experience/ qualification Have an understanding of the litigation process relating to the insolvency and traditional recovery routes. Possess a qualification in customer service We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. With a minimum of 2 days per week in our Brighton office, with the rest of your team. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Lending Assistant
Close Brothers
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Commercial Acceptances (part of Close Brothers Property Finance Team) where your role as a Lending Assistant would be to ensure that all data and records are kept up to date and current on the bank's systems. The Lending Assistant works closely with their Line Manager and team Portfolio Managers(PM's) to ensure that the portfolio of accounts is managed diligently and pro-actively and that are always fully compliant with Credit and Risk policies and procedures. Our ideal team member will have possess strong, demonstrable experience of customer relationship management. RESPONSIBILITIES Due Diligence: Support loan approvals by ensuring all lending criteria and credit controls are met. Account Management: Keep lending system records accurate and up-to-date, working closely with Credit, Finance, and Ops. Meeting Support: Join internal/external meetings, take notes, and follow up with key actions. Credit Committee Prep: Help draft and present papers for new loans, renewals, and portfolio updates. Project Assessment: Review valuations and reports to ensure project viability and security quality. Payment Processing: Prepare and authorise payments, ensuring all conditions are signed off. Portfolio Monitoring: Track loan performance and manage renewals and annual reviews. Client Engagement: Handle new enquiries and assess opportunities with the team. Customer Service: Resolve client queries and deliver top-tier service. Site Visits: Attend meetings and site visits to deepen industry knowledge. Networking: Build industry insight and contacts through events and media. Team Support: Provide ad hoc assistance to senior managers and directors. WE WOULD LOVE TO HEAR FROM YOU IF YOU: Thrive under pressure and can confidently manage your own workload. Are self-motivated with excellent time management skills. Communicate clearly and professionally at all levels. Work well both independently and as part of a team. Are confident using Microsoft Office, especially Excel. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Experience in property finance, investment, development, or a related banking role. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Commercial Acceptances (part of Close Brothers Property Finance Team) where your role as a Lending Assistant would be to ensure that all data and records are kept up to date and current on the bank's systems. The Lending Assistant works closely with their Line Manager and team Portfolio Managers(PM's) to ensure that the portfolio of accounts is managed diligently and pro-actively and that are always fully compliant with Credit and Risk policies and procedures. Our ideal team member will have possess strong, demonstrable experience of customer relationship management. RESPONSIBILITIES Due Diligence: Support loan approvals by ensuring all lending criteria and credit controls are met. Account Management: Keep lending system records accurate and up-to-date, working closely with Credit, Finance, and Ops. Meeting Support: Join internal/external meetings, take notes, and follow up with key actions. Credit Committee Prep: Help draft and present papers for new loans, renewals, and portfolio updates. Project Assessment: Review valuations and reports to ensure project viability and security quality. Payment Processing: Prepare and authorise payments, ensuring all conditions are signed off. Portfolio Monitoring: Track loan performance and manage renewals and annual reviews. Client Engagement: Handle new enquiries and assess opportunities with the team. Customer Service: Resolve client queries and deliver top-tier service. Site Visits: Attend meetings and site visits to deepen industry knowledge. Networking: Build industry insight and contacts through events and media. Team Support: Provide ad hoc assistance to senior managers and directors. WE WOULD LOVE TO HEAR FROM YOU IF YOU: Thrive under pressure and can confidently manage your own workload. Are self-motivated with excellent time management skills. Communicate clearly and professionally at all levels. Work well both independently and as part of a team. Are confident using Microsoft Office, especially Excel. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Experience in property finance, investment, development, or a related banking role. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Business Manager
Close Brothers Doncaster, Yorkshire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Motor Finance (CBMF) where, as our Business Manager you'll work closely with the CBMF Leadership Team to deliver effective executive governance and take ownership of strategic analysis and reviews to address emerging risks, issues and business priorities on behalf of the Executive Committee. You'll be accountable for the end-to-end business planning approach, process and supporting governance to ensure robust prioritisation and optimal deployment of resources aligned to our strategic priorities, spanning our five key pillars of Colleague, Customer, Partner, Commercial and Brand. Our ideal new team member will have a proven track record of building effective working relationships with senior stakeholders, they will have a strong commercial acumen and the ability to lead and influence. RESPONSIBILITIES Motor Executive Committee Define, maintain, and lead regular reviews of governance standards for the Motor Finance Executive Committee (ExCo) i.e. terms of references, standing agendas, supporting templates Coordination of the Motor Finance ExCo ensuring papers are produced and circulated in a timely manner. Support the preparation and production of strategy reviews and other materials / collateral required for Motor ExCo meetings Deliver quality assurance over ExCo collateral, critically evaluating content and constructively challenging stakeholders when required Ensure actions are actively tracked and meeting minutes are concise Business Planning Drive the day-to-day execution of the business planning process which includes the co-ordination of the Planning Forum, assisting in the production of supporting collateral and enabling effective decision making Ensure business critical activities remain on track and risk and issues are identified early and drive remediation actions Work with the Motor ExCo to define strategic priorities over short, medium, and long-term planning horizons Business Management Lead ad-hoc initiatives and perform strategic reviews, analysis and research activities as required Drive the regular review and iteration of top-level measurements and business metrics via Motor ExCo and other appropriate forums. Identify opportunities, including use of new platforms, to leverage data and insight to manage, control and improve business performance and outcomes. Support the delivery of the core annual activities including the budgeting process and capital investment proposals Define an approach and support the implementation of a service catalogue for Motor Finance, including Retail/Bank shared services, to optimise value delivered Support with maintaining the business relationship with the FLA as well as the business' ongoing adherence with the FLA code of conduct WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: Excellent stakeholder management skills including demonstrable experience of successfully mediating contention / conflict and effectively facilitating difficult business prioritisation A good commercial acumen with a broad knowledge of the entire business value chain and drivers of cost / value Extensive experience leading direct and indirect teams in a matrixed structure A self-motivated, enthusiastic leader with both grit and gravitas that both influences and garners consensus Demonstrable experience in leadership, communication, influencing, planning and organising Experience working in a demanding, fast paced environment within financial services The ability to prioritise own work and develop concise, executable plans which align clearly with business directives; can drive initiatives autonomously. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU ARE: Experienced in development of performance measurement / indicator systems and frameworks (e.g. balanced scorecards, measurement hierarchies) Experienced in business strategy definition and elaboration We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Motor Finance (CBMF) where, as our Business Manager you'll work closely with the CBMF Leadership Team to deliver effective executive governance and take ownership of strategic analysis and reviews to address emerging risks, issues and business priorities on behalf of the Executive Committee. You'll be accountable for the end-to-end business planning approach, process and supporting governance to ensure robust prioritisation and optimal deployment of resources aligned to our strategic priorities, spanning our five key pillars of Colleague, Customer, Partner, Commercial and Brand. Our ideal new team member will have a proven track record of building effective working relationships with senior stakeholders, they will have a strong commercial acumen and the ability to lead and influence. RESPONSIBILITIES Motor Executive Committee Define, maintain, and lead regular reviews of governance standards for the Motor Finance Executive Committee (ExCo) i.e. terms of references, standing agendas, supporting templates Coordination of the Motor Finance ExCo ensuring papers are produced and circulated in a timely manner. Support the preparation and production of strategy reviews and other materials / collateral required for Motor ExCo meetings Deliver quality assurance over ExCo collateral, critically evaluating content and constructively challenging stakeholders when required Ensure actions are actively tracked and meeting minutes are concise Business Planning Drive the day-to-day execution of the business planning process which includes the co-ordination of the Planning Forum, assisting in the production of supporting collateral and enabling effective decision making Ensure business critical activities remain on track and risk and issues are identified early and drive remediation actions Work with the Motor ExCo to define strategic priorities over short, medium, and long-term planning horizons Business Management Lead ad-hoc initiatives and perform strategic reviews, analysis and research activities as required Drive the regular review and iteration of top-level measurements and business metrics via Motor ExCo and other appropriate forums. Identify opportunities, including use of new platforms, to leverage data and insight to manage, control and improve business performance and outcomes. Support the delivery of the core annual activities including the budgeting process and capital investment proposals Define an approach and support the implementation of a service catalogue for Motor Finance, including Retail/Bank shared services, to optimise value delivered Support with maintaining the business relationship with the FLA as well as the business' ongoing adherence with the FLA code of conduct WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: Excellent stakeholder management skills including demonstrable experience of successfully mediating contention / conflict and effectively facilitating difficult business prioritisation A good commercial acumen with a broad knowledge of the entire business value chain and drivers of cost / value Extensive experience leading direct and indirect teams in a matrixed structure A self-motivated, enthusiastic leader with both grit and gravitas that both influences and garners consensus Demonstrable experience in leadership, communication, influencing, planning and organising Experience working in a demanding, fast paced environment within financial services The ability to prioritise own work and develop concise, executable plans which align clearly with business directives; can drive initiatives autonomously. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU ARE: Experienced in development of performance measurement / indicator systems and frameworks (e.g. balanced scorecards, measurement hierarchies) Experienced in business strategy definition and elaboration We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Relationship Manager
Close Brothers Bristol, Gloucestershire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Are you a motivated sales professional ready to make an impact within a specialist market? Join our expert team at Close Brothers Asset Finance, where you'll play a key role in growing our footprint within the industrial print sector. As Part of our Print business, you'll be responsible for meeting ambitious sales targets by providing tailored Asset Finance solutions and related services to businesses across the sector. We're looking for a confident, results-orientated person with a strong sales background and a talent for building effective, lasting relationships with customers. If you have a background in Asset Finance or specialist Print Equipment, that's a huge plus - but above all, we're looking for someone with initiative, commercial and financial acumen, and the motivation to succeed in a dynamic and rewarding environment. This is a field based role, so you'll work from home, being based near Bristol or generally across the South West of England or Wales. The role involves significant amounts of travel, so a valid drivers licence is required. RESPONSIBILITIES Proactively identify, pursue and convert new business opportunities to consistently meet or exceed sales targets. Build and maintain strong, long-lasting relationships with customers by understanding their needs and providing tailored solutions to foster repeat business. Manage the end-to-end sales cycle including ensuring timely and precise service delivery and providing customers with the relevant information to close the deal. Serve as a knowledgeable and credible finance partner by staying informed of relevant products, market trends, customer needs and competitive landscape. Act as a liaison between the company and its existing and prospective markets, negotiating terms of an agreement and closing sales while gathering valuable market and customer insights. Maintain accurate and up to date records of customer interactions, ensuring all compliance with both internal policies and external regulatory requirements. Work collaboratively with the Risk function to ensure the consistent alignment of objectives, adhering fully to the principles of the Enterprise Risk Management framework of the Close Brothers Group. Prepare comprehensive and well-structured credit applications to support informed lending decisions for customers. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. Ensure you operate within the context of the FCA regulations at all times and that the Treating Customers Fairly initiative is fully adhered to. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: Experience of working in a customer-facing sales environment, consistently meeting or exceeding targets Strong interpersonal skills and ability to effectively communicate at all levels Sales driven with an ability to plan and manage own activities and contact strategy Strong business and financial acumen Excellent sales and negotiation skills IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Previous experience of Asset Finance Some knowledge of the Print industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Are you a motivated sales professional ready to make an impact within a specialist market? Join our expert team at Close Brothers Asset Finance, where you'll play a key role in growing our footprint within the industrial print sector. As Part of our Print business, you'll be responsible for meeting ambitious sales targets by providing tailored Asset Finance solutions and related services to businesses across the sector. We're looking for a confident, results-orientated person with a strong sales background and a talent for building effective, lasting relationships with customers. If you have a background in Asset Finance or specialist Print Equipment, that's a huge plus - but above all, we're looking for someone with initiative, commercial and financial acumen, and the motivation to succeed in a dynamic and rewarding environment. This is a field based role, so you'll work from home, being based near Bristol or generally across the South West of England or Wales. The role involves significant amounts of travel, so a valid drivers licence is required. RESPONSIBILITIES Proactively identify, pursue and convert new business opportunities to consistently meet or exceed sales targets. Build and maintain strong, long-lasting relationships with customers by understanding their needs and providing tailored solutions to foster repeat business. Manage the end-to-end sales cycle including ensuring timely and precise service delivery and providing customers with the relevant information to close the deal. Serve as a knowledgeable and credible finance partner by staying informed of relevant products, market trends, customer needs and competitive landscape. Act as a liaison between the company and its existing and prospective markets, negotiating terms of an agreement and closing sales while gathering valuable market and customer insights. Maintain accurate and up to date records of customer interactions, ensuring all compliance with both internal policies and external regulatory requirements. Work collaboratively with the Risk function to ensure the consistent alignment of objectives, adhering fully to the principles of the Enterprise Risk Management framework of the Close Brothers Group. Prepare comprehensive and well-structured credit applications to support informed lending decisions for customers. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. Ensure you operate within the context of the FCA regulations at all times and that the Treating Customers Fairly initiative is fully adhered to. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: Experience of working in a customer-facing sales environment, consistently meeting or exceeding targets Strong interpersonal skills and ability to effectively communicate at all levels Sales driven with an ability to plan and manage own activities and contact strategy Strong business and financial acumen Excellent sales and negotiation skills IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Previous experience of Asset Finance Some knowledge of the Print industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Relationship Manager
Close Brothers Nottingham, Nottinghamshire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Leasing Team as a Area Sales Manager where you will be responsible for generating new business to deliver the agreed sales targets as part of the Manufacturing Division. The role will be field based covering a region across Central Midlands, canvassing various territories including: Nottinghamshire, Derbyshire & Leicestershire. Our ideal team member will be able to demonstrate ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry or customer-facing role in Construction/ Manufacturing/ Recycling/ Engineering & Print industries more specifically. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels. Sales driven with ability to plan and manage own activities and contact strategy. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have previous knowledge and coverage of above industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Leasing Team as a Area Sales Manager where you will be responsible for generating new business to deliver the agreed sales targets as part of the Manufacturing Division. The role will be field based covering a region across Central Midlands, canvassing various territories including: Nottinghamshire, Derbyshire & Leicestershire. Our ideal team member will be able to demonstrate ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry or customer-facing role in Construction/ Manufacturing/ Recycling/ Engineering & Print industries more specifically. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels. Sales driven with ability to plan and manage own activities and contact strategy. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have previous knowledge and coverage of above industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Relationship Manager
Close Brothers
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Leasing Team as a Area Sales Manager where you will be responsible for generating new business to deliver the agreed sales targets as part of the Manufacturing Division. The role will be field based covering a region across the West Midlands, canvassing various territories including: Birminghamshire, Coventry, Worcestershire & Northamptonshire. Our ideal team member will be able to demonstrate ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry or customer-facing role in Construction/Recycling/Engineering/Print industries more specifically. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels. Sales driven with ability to plan and manage own activities and contact strategy. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have previous knowledge and coverage of above industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Leasing Team as a Area Sales Manager where you will be responsible for generating new business to deliver the agreed sales targets as part of the Manufacturing Division. The role will be field based covering a region across the West Midlands, canvassing various territories including: Birminghamshire, Coventry, Worcestershire & Northamptonshire. Our ideal team member will be able to demonstrate ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry or customer-facing role in Construction/Recycling/Engineering/Print industries more specifically. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels. Sales driven with ability to plan and manage own activities and contact strategy. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have previous knowledge and coverage of above industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Tax Accountant
Close Brothers
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Finance Team where you will take responsibility for advising the business and finance teams, as well as taking ownership for the project management of tax projects and deliverables. Working as part of the Finance team our ideal team member will have previous experience in managing statutory tax compliance deadlines and obligations with an excellent ability to analyse numerical data, verbal data and all other sources of information. RESPONSIBILITIES Manage the Corporation Tax calculations for UK, Channel Islands, and Irish entities. Manage all associated projects e.g. Research and development and capital allowances. Ensure that tax computations and returns are filed with the relevant tax authorities, in the correct format and on a timely basis e.g. Corporation tax and PSA returns. Assist the line manager, the Tax finance director and tax accountants in ensuring that tax payments are made accurately and on time to the relevant tax authorities. Respond to tax related queries from internal or external stakeholders on a timely basis and in a practical/ commercial way e.g. tax advisory to business on a new product or queries from HMRC. Provide support to the finance function during reporting periods such as interim and yearend including preparation of detailed taxation calculations and statutory reporting forms. Ensure that adequate controls are in place including those required by the Senior Accounting Officer regulations and keeping documentation and risk registers up to date. Provide assistance in other areas of tax as required e.g. VAT. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience in direct taxes. Professional qualification in accounting e.g. ACA, CA, ACCA, CTA or equivalent work experience. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Experience in financial services. Experience in software tools such as SAP and ALFA. Professional qualification in tax e.g. ATT or CTA. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Finance Team where you will take responsibility for advising the business and finance teams, as well as taking ownership for the project management of tax projects and deliverables. Working as part of the Finance team our ideal team member will have previous experience in managing statutory tax compliance deadlines and obligations with an excellent ability to analyse numerical data, verbal data and all other sources of information. RESPONSIBILITIES Manage the Corporation Tax calculations for UK, Channel Islands, and Irish entities. Manage all associated projects e.g. Research and development and capital allowances. Ensure that tax computations and returns are filed with the relevant tax authorities, in the correct format and on a timely basis e.g. Corporation tax and PSA returns. Assist the line manager, the Tax finance director and tax accountants in ensuring that tax payments are made accurately and on time to the relevant tax authorities. Respond to tax related queries from internal or external stakeholders on a timely basis and in a practical/ commercial way e.g. tax advisory to business on a new product or queries from HMRC. Provide support to the finance function during reporting periods such as interim and yearend including preparation of detailed taxation calculations and statutory reporting forms. Ensure that adequate controls are in place including those required by the Senior Accounting Officer regulations and keeping documentation and risk registers up to date. Provide assistance in other areas of tax as required e.g. VAT. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience in direct taxes. Professional qualification in accounting e.g. ACA, CA, ACCA, CTA or equivalent work experience. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Experience in financial services. Experience in software tools such as SAP and ALFA. Professional qualification in tax e.g. ATT or CTA. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Relationship Manager
Close Brothers Craven Arms, Shropshire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Asset Finance, where your role as an Area Sales Manager will be to generate new business to deliver the agreed sales target as part of the Close Brothers Transport team. You will do this by demonstrating you can exceed agreed annual sales targets and build relationships with customers and industry stakeholders. This is a remote/field-based role, covering a territory in the North East spanning the Newcastle, Durham, Middlesborough area. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry/Financial industry Experience of working in a customer-facing sales environment Strong interpersonal skills and ability to effectively communicate at all levels The ability to drive sales and plan/manage own activities and contact strategy Previous experience as a sales representative or sales manager, consistently meeting or exceeding targets Strong business sense and industry expertise Excellent sales and negotiation skills Full Driver's license IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Knowledge of Transport (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Asset Finance, where your role as an Area Sales Manager will be to generate new business to deliver the agreed sales target as part of the Close Brothers Transport team. You will do this by demonstrating you can exceed agreed annual sales targets and build relationships with customers and industry stakeholders. This is a remote/field-based role, covering a territory in the North East spanning the Newcastle, Durham, Middlesborough area. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry/Financial industry Experience of working in a customer-facing sales environment Strong interpersonal skills and ability to effectively communicate at all levels The ability to drive sales and plan/manage own activities and contact strategy Previous experience as a sales representative or sales manager, consistently meeting or exceeding targets Strong business sense and industry expertise Excellent sales and negotiation skills Full Driver's license IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Knowledge of Transport (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Accounts Senior
Addington Ball Desborough, Northamptonshire
As an Accounts Senior, you will be able to take control of your career with a clear path to management, hands-on client exposure and the chance to mentor junior staff. You'll sharpen your technical skills while managing a diverse client base across multiple sectors, building the kind of experience that makes you indispensable. You'll also guide junior team members, which will boost your leadership capabilities and prepare you for bigger responsibilities. With a structured progression plan, you'll be supported every step of the way as you move towards senior positions. You'll also gain more time off, healthcare cover and regular rewards, enhancing your work-life balance and personal well-being. Other advantages include a medical cashback plan, retail discounts, life assurance, cycle-to-work scheme and a solid pension contribution. Plus, you'll have access to an employee assistance plan for confidential support when you need it. As an Accounts Senior you will be part of a team that genuinely backs your development. Many Trainees have progressed to Manager positions and beyond, thanks to the support and opportunities available. What you'll do: Prepare client accounts and tax returns, advise on tax payments and deadlines, and finalise paperwork for clients and HMRC. Liaise with clients to gather information, asking the right questions and ensuring accuracy. You'll become their main contact for day-to-day matters, working closely with Managers to deepen your understanding of their businesses. Assist Partners and Managers with tax planning for existing and potential clients, adding strategic value to their business and personal wealth. What you'll need: Strong ability to complete accounts files accurately and efficiently ACA or ACCA qualified or part qualified What's on offer: Flexible working policy Generous holiday allowance Medical cash back plan Life assurance Cycle to work scheme Generous pension contribution Enhanced maternity and paternity Regular staff social events, an annual away day and Christmas party About the company This accountancy firm is one of the largest independent accounting and business advisory firms in the UK. They provide accounting services and business advice for businesses in Oxfordshire and Northamptonshire and beyond. They realise that accounting, tax and business advice is different for everyone. They work closely with clients to develop solutions tailored to their specific circumstances and designed to enable their success. This Accounts Senior role is based in their Kettering office. Interested? Register your interest by applying today or call Richard on (phone number removed) to discuss this opportunity further. You can also visit the Addington Ball website to see all our current vacancies, news and updates. Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/(phone number removed) - Accounts Senior
Sep 05, 2025
Full time
As an Accounts Senior, you will be able to take control of your career with a clear path to management, hands-on client exposure and the chance to mentor junior staff. You'll sharpen your technical skills while managing a diverse client base across multiple sectors, building the kind of experience that makes you indispensable. You'll also guide junior team members, which will boost your leadership capabilities and prepare you for bigger responsibilities. With a structured progression plan, you'll be supported every step of the way as you move towards senior positions. You'll also gain more time off, healthcare cover and regular rewards, enhancing your work-life balance and personal well-being. Other advantages include a medical cashback plan, retail discounts, life assurance, cycle-to-work scheme and a solid pension contribution. Plus, you'll have access to an employee assistance plan for confidential support when you need it. As an Accounts Senior you will be part of a team that genuinely backs your development. Many Trainees have progressed to Manager positions and beyond, thanks to the support and opportunities available. What you'll do: Prepare client accounts and tax returns, advise on tax payments and deadlines, and finalise paperwork for clients and HMRC. Liaise with clients to gather information, asking the right questions and ensuring accuracy. You'll become their main contact for day-to-day matters, working closely with Managers to deepen your understanding of their businesses. Assist Partners and Managers with tax planning for existing and potential clients, adding strategic value to their business and personal wealth. What you'll need: Strong ability to complete accounts files accurately and efficiently ACA or ACCA qualified or part qualified What's on offer: Flexible working policy Generous holiday allowance Medical cash back plan Life assurance Cycle to work scheme Generous pension contribution Enhanced maternity and paternity Regular staff social events, an annual away day and Christmas party About the company This accountancy firm is one of the largest independent accounting and business advisory firms in the UK. They provide accounting services and business advice for businesses in Oxfordshire and Northamptonshire and beyond. They realise that accounting, tax and business advice is different for everyone. They work closely with clients to develop solutions tailored to their specific circumstances and designed to enable their success. This Accounts Senior role is based in their Kettering office. Interested? Register your interest by applying today or call Richard on (phone number removed) to discuss this opportunity further. You can also visit the Addington Ball website to see all our current vacancies, news and updates. Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/(phone number removed) - Accounts Senior
Surrey County Council
MIS Officer
Surrey County Council Mayford, Surrey
This full-time, permanent role has a starting salary of 33,552 per annum, based on a 36 hour working week. Are you passionate about data, systems, and making a real impact in adult education? Surrey Adult Learning are excited to be hiring a detail-oriented and proactive Management Information Systems Officer (MIS) to join our fantastic Business Finance & IT team based at the Woking Adult Learning Centre. This role is open to hybrid working with the option to work flexibly from another location, or home, for part of the week. 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 plus 1 team volunteering day per year Learning and development hub where you can access a wealth of resources About the Role Surrey Adult Learning is a leading provider of diverse daytime, evening and Saturday courses and learning opportunities for adults. We offer a wide range of qualification courses, including English for Speakers of Other Languages (ESOL), maths and digital skills. Our courses also cater to individuals with learning disabilities, mental health conditions and parents/carers seeking to upskill to support their children. Additionally, we provide courses for personal development in various subjects such as arts and crafts, languages and exercise. Our outreach provision is designed to assist those currently facing life challenges. The MIS Officer is a pivotal and highly varied role within the team where you can expect to be involved in the following: Being responsible for ensuring Surrey Adult Learning's information systems run without downtime Supporting management, teaching staff and operations staff to ensure that the information contained in the systems is accurate and of high quality Diagnosing system issues and proposing solutions where possible Supporting the Business Finance and IT Manager to work with system vendors and SCC IT and Digital team where needed Being responsible for compiling returns and related datasets to funding providers, ensuring published deadlines are adhered to Shortlisting Criteria To be considered for shortlisting for this position, your application will clearly evidence the following: Up-to-date knowledge of funding rules applicable to the Further Education (FE) sector, including all aspects of ILR returns and other relevant FE funding and data related topics Experience compiling Individual Learner Record (ILR) returns and FE-related datasets Experience of data management in the education sector Working knowledge and experience of database querying techniques Proficiency with SQL to extract data and provide accurate management information, in particular for error and exception reporting and resolution Awareness of the principles of information governance, data security and the GDPR Contact Us 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. For an informal discussion please contact Clive Banks by e-mail at or telephone (phone number removed). The job advert closes at 23:59 on 21st September 2025. We are committed to safeguarding and promoting the welfare of our learners and expect all staff to share this commitment. A basic DBS 'Disclosure and Barring Service' check is required for this role and will be discussed further at interview. Online searches may be carried out on applicants who are shortlisted for interview. 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 here: Information for applicants on Local Government Reorganisation - Surrey County Council. Our Behaviours The Surrey Way behaviours are a guide that supports our council to work together effectively and deliver our best for our customers and communities, and for each other. Discover more about our behaviours. Before submitting your application, we recommend you read the job description. Our Life at Surrey handbook also provides insights of the culture at Surrey and how as a valued employee, you can help shape our Council. 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 05, 2025
Full time
This full-time, permanent role has a starting salary of 33,552 per annum, based on a 36 hour working week. Are you passionate about data, systems, and making a real impact in adult education? Surrey Adult Learning are excited to be hiring a detail-oriented and proactive Management Information Systems Officer (MIS) to join our fantastic Business Finance & IT team based at the Woking Adult Learning Centre. This role is open to hybrid working with the option to work flexibly from another location, or home, for part of the week. 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 plus 1 team volunteering day per year Learning and development hub where you can access a wealth of resources About the Role Surrey Adult Learning is a leading provider of diverse daytime, evening and Saturday courses and learning opportunities for adults. We offer a wide range of qualification courses, including English for Speakers of Other Languages (ESOL), maths and digital skills. Our courses also cater to individuals with learning disabilities, mental health conditions and parents/carers seeking to upskill to support their children. Additionally, we provide courses for personal development in various subjects such as arts and crafts, languages and exercise. Our outreach provision is designed to assist those currently facing life challenges. The MIS Officer is a pivotal and highly varied role within the team where you can expect to be involved in the following: Being responsible for ensuring Surrey Adult Learning's information systems run without downtime Supporting management, teaching staff and operations staff to ensure that the information contained in the systems is accurate and of high quality Diagnosing system issues and proposing solutions where possible Supporting the Business Finance and IT Manager to work with system vendors and SCC IT and Digital team where needed Being responsible for compiling returns and related datasets to funding providers, ensuring published deadlines are adhered to Shortlisting Criteria To be considered for shortlisting for this position, your application will clearly evidence the following: Up-to-date knowledge of funding rules applicable to the Further Education (FE) sector, including all aspects of ILR returns and other relevant FE funding and data related topics Experience compiling Individual Learner Record (ILR) returns and FE-related datasets Experience of data management in the education sector Working knowledge and experience of database querying techniques Proficiency with SQL to extract data and provide accurate management information, in particular for error and exception reporting and resolution Awareness of the principles of information governance, data security and the GDPR Contact Us 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. For an informal discussion please contact Clive Banks by e-mail at or telephone (phone number removed). The job advert closes at 23:59 on 21st September 2025. We are committed to safeguarding and promoting the welfare of our learners and expect all staff to share this commitment. A basic DBS 'Disclosure and Barring Service' check is required for this role and will be discussed further at interview. Online searches may be carried out on applicants who are shortlisted for interview. 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 here: Information for applicants on Local Government Reorganisation - Surrey County Council. Our Behaviours The Surrey Way behaviours are a guide that supports our council to work together effectively and deliver our best for our customers and communities, and for each other. Discover more about our behaviours. Before submitting your application, we recommend you read the job description. Our Life at Surrey handbook also provides insights of the culture at Surrey and how as a valued employee, you can help shape our Council. 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.
Ortus Psr
Wealth Manager
Ortus Psr
Wealth Manager - High Net Worth Clients Hybrid Up to £130k + 0.43% Bonus on AUM Company Overview A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing. The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance. Responsibilities Build and manage a portfolio of HNW and UHNW clients. Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning. Conduct thorough fact-finds, cashflow modelling, and risk assessments. Work closely with paraplanners and admin teams to deliver exceptional client service. Maintain compliance with all FCA regulations and industry standards. Generate new business through referrals, professional connections, and networking. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred. Current CAS and SPS (or ability to obtain promptly). Minimum 3 years' experience in a client-facing financial planning or wealth management role. Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers. Have a following of £10Million AUM after covenants Desirable Skills: Strong interpersonal and communication skills. Entrepreneurial approach with high self-motivation. Integrity, discretion, and a client-centric mindset. Location: London or South East-based; other UK regions considered. Work Type: Hybrid (2-3 days office or client-facing, remainder remote). Travel: Required for in-person client meetings, as appropriate. Salary & Benefits Base Salary: £90,000 - £130,000 per annum (depending on experience and qualifications). Bonus: 0.43% of new Assets Under Management (AUM) introduced. Structured career progression and equity opportunities (long-term). Paraplanning and administrative support provided. Marketing and business development support CPD support and funding toward Chartered status. Flexible working hours and a positive, inclusive team culture.
Sep 05, 2025
Full time
Wealth Manager - High Net Worth Clients Hybrid Up to £130k + 0.43% Bonus on AUM Company Overview A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing. The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance. Responsibilities Build and manage a portfolio of HNW and UHNW clients. Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning. Conduct thorough fact-finds, cashflow modelling, and risk assessments. Work closely with paraplanners and admin teams to deliver exceptional client service. Maintain compliance with all FCA regulations and industry standards. Generate new business through referrals, professional connections, and networking. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred. Current CAS and SPS (or ability to obtain promptly). Minimum 3 years' experience in a client-facing financial planning or wealth management role. Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers. Have a following of £10Million AUM after covenants Desirable Skills: Strong interpersonal and communication skills. Entrepreneurial approach with high self-motivation. Integrity, discretion, and a client-centric mindset. Location: London or South East-based; other UK regions considered. Work Type: Hybrid (2-3 days office or client-facing, remainder remote). Travel: Required for in-person client meetings, as appropriate. Salary & Benefits Base Salary: £90,000 - £130,000 per annum (depending on experience and qualifications). Bonus: 0.43% of new Assets Under Management (AUM) introduced. Structured career progression and equity opportunities (long-term). Paraplanning and administrative support provided. Marketing and business development support CPD support and funding toward Chartered status. Flexible working hours and a positive, inclusive team culture.
United Utilities
Portfolio Manager
United Utilities Warrington, Cheshire
Role details Salary - Competitive Salary Work Type - Hybrid Job Location - Lingley Mere (UU), Lingley Green Avenue, Great Sankey, Warrington, WA5 3LP Role Type - Permanent Employment Type - Full Time Working Hours - 37 United Utilities' (UU) purpose is to deliver great water for a stronger, greener and healthier North West of England. We are committed to providing our services in a way that respects the environment, supports the economy, and benefits society. We value diversity, inclusion and innovation in our workplace, and we foster a culture where our people can grow, excel, and be themselves. We uphold our ethics, values and business model to fulfil our mission and, by setting clear goals and objectives, we create sustainable long-term value for our colleagues, customers and communities. Whether you work with a team that shares your vision or join a network of peers with similar interests, you will find a welcoming and supportive organisation to be part of. We've got a lot to offer. You'll be part of a thriving FTSE 100 company and will enjoy a range of core benefits that reflect your value and value contribution." Benefits A generous annual leave package of 26 days, which increases to 30 days after four years of service (increases one day per year), in addition to 8 bank holidays A competitive pension scheme with up to 14% employer contribution, 21% combined, and life cover Up to 20% performance-related bonus scheme, as well as recognition awards for outstanding achievements Car allowance 5k A comprehensive healthcare plan through our company-funded scheme MyGymDiscounts - gym and wellness benefit that offers up to 25% off on gym memberships and digital fitness subscriptions Best Doctors Salary Finance Wealth at Work courses Deals and discounts EVolve Car Scheme Employee Assistance Plan Mental health first aiders ShareBuy MORE Choices flexible benefits Enhanced parental leave schemes Job Purpose We are seeking an experienced and dynamic Portfolio Manager for our Transformation and Strategic programs directorate to lead the delivery and management of a portfolio of transformation programmes and projects within the Customer and Technology area. We are particularly interested in candidates with experience in customer billing migration. The successful candidate will be responsible for the strategic priorities alignment, driving consistent application of portfolio management and enabling the delivery of measurable outcomes. This role requires an experienced strategic thinker and the ability to drive results with tenacity and a strong delivery focus, demonstrating the ability to cut through complexity and ambiguity to ensure outcomes are achieved. The successful candidate will play a critical leadership role with the ability to inspire and motivate teams, influence stakeholders and drive change effectively. Responsible for leading and developing a high performing team which includes program and project managers you will be a key member of the Change and Transformation leadership team, driving one UU change agenda. Accountabilities & Responsibilities Lead strategic planning, prioritisation, and resource optimisation across programmes and projects in the functional change portfolio. Partner with executive leaders to shape investment decisions, balancing risk, value, capacity, and change appetite. Chair portfolio governance boards and supports the development of business cases for submission to investment committees. Drive benefits management discipline, including realisation tracking and post-implementation reviews. Embed continuous improvement and innovation across portfolio management practices. Technical Skills & Experience Proven experience leading enterprise-wide portfolio or transformation functions. Ability to drive results with tenacity - A strong delivery focus Ability to inspire and motivate teams, influence stakeholders, and drive change effectively. Proven ability to operate at board level, influencing and advising executive stakeholders. Excellent stakeholder engagement, negotiation, and communication skills. High resilience, judgement, and ability to make data-driven decisions in complex, fast-moving environments. Strong understanding of organisational change management and strategic execution. We rely on every employee to ensure our customers receive the best possible service, day in, day out. In return, we ensure that you will be well rewarded for your efforts, from an excellent salary through to development opportunities that will really kick start a thriving career here at UU.
Sep 04, 2025
Full time
Role details Salary - Competitive Salary Work Type - Hybrid Job Location - Lingley Mere (UU), Lingley Green Avenue, Great Sankey, Warrington, WA5 3LP Role Type - Permanent Employment Type - Full Time Working Hours - 37 United Utilities' (UU) purpose is to deliver great water for a stronger, greener and healthier North West of England. We are committed to providing our services in a way that respects the environment, supports the economy, and benefits society. We value diversity, inclusion and innovation in our workplace, and we foster a culture where our people can grow, excel, and be themselves. We uphold our ethics, values and business model to fulfil our mission and, by setting clear goals and objectives, we create sustainable long-term value for our colleagues, customers and communities. Whether you work with a team that shares your vision or join a network of peers with similar interests, you will find a welcoming and supportive organisation to be part of. We've got a lot to offer. You'll be part of a thriving FTSE 100 company and will enjoy a range of core benefits that reflect your value and value contribution." Benefits A generous annual leave package of 26 days, which increases to 30 days after four years of service (increases one day per year), in addition to 8 bank holidays A competitive pension scheme with up to 14% employer contribution, 21% combined, and life cover Up to 20% performance-related bonus scheme, as well as recognition awards for outstanding achievements Car allowance 5k A comprehensive healthcare plan through our company-funded scheme MyGymDiscounts - gym and wellness benefit that offers up to 25% off on gym memberships and digital fitness subscriptions Best Doctors Salary Finance Wealth at Work courses Deals and discounts EVolve Car Scheme Employee Assistance Plan Mental health first aiders ShareBuy MORE Choices flexible benefits Enhanced parental leave schemes Job Purpose We are seeking an experienced and dynamic Portfolio Manager for our Transformation and Strategic programs directorate to lead the delivery and management of a portfolio of transformation programmes and projects within the Customer and Technology area. We are particularly interested in candidates with experience in customer billing migration. The successful candidate will be responsible for the strategic priorities alignment, driving consistent application of portfolio management and enabling the delivery of measurable outcomes. This role requires an experienced strategic thinker and the ability to drive results with tenacity and a strong delivery focus, demonstrating the ability to cut through complexity and ambiguity to ensure outcomes are achieved. The successful candidate will play a critical leadership role with the ability to inspire and motivate teams, influence stakeholders and drive change effectively. Responsible for leading and developing a high performing team which includes program and project managers you will be a key member of the Change and Transformation leadership team, driving one UU change agenda. Accountabilities & Responsibilities Lead strategic planning, prioritisation, and resource optimisation across programmes and projects in the functional change portfolio. Partner with executive leaders to shape investment decisions, balancing risk, value, capacity, and change appetite. Chair portfolio governance boards and supports the development of business cases for submission to investment committees. Drive benefits management discipline, including realisation tracking and post-implementation reviews. Embed continuous improvement and innovation across portfolio management practices. Technical Skills & Experience Proven experience leading enterprise-wide portfolio or transformation functions. Ability to drive results with tenacity - A strong delivery focus Ability to inspire and motivate teams, influence stakeholders, and drive change effectively. Proven ability to operate at board level, influencing and advising executive stakeholders. Excellent stakeholder engagement, negotiation, and communication skills. High resilience, judgement, and ability to make data-driven decisions in complex, fast-moving environments. Strong understanding of organisational change management and strategic execution. We rely on every employee to ensure our customers receive the best possible service, day in, day out. In return, we ensure that you will be well rewarded for your efforts, from an excellent salary through to development opportunities that will really kick start a thriving career here at UU.
Financial Divisions
Financial Administrator - Up to £32k basic salary - Wealth Management Firm
Financial Divisions
Financial Administrator Vacancy SW London offices with hybrid working £30k - £32k basic salary plus benefits package 6 - 12 months of experience needed My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for a Financial Administrator with 16 - 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £30k - £32k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
Sep 03, 2025
Full time
Financial Administrator Vacancy SW London offices with hybrid working £30k - £32k basic salary plus benefits package 6 - 12 months of experience needed My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for a Financial Administrator with 16 - 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £30k - £32k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.

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