Type of Position: Head of Paraplanning - London, Holborn Pay: £70k - £80k Reference: Holborn1 Head of Paraplanning - London, Holborn Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. This position will allow hybrid working from their office in Holborn, London. Responsibilities: - Managing the delegation of work to the paraplanning team who report to you directly - Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams - Liaising directly with the Operations Director to feed back any relevant information or issues affecting the paraplanning team as necessary. Identify resource gaps - Liaise as the point of contact with our outsourced paraplanner (used for overflow of department workload) - Involvement in Monthly Operations Meetings and (as needed) with Quarterly Management Meetings - Manage the central investment proposition - Interpret data obtained by advisers during client meetings - Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off - Participate in project work for example central research projects - Become a member of our Investment Committee and contribute to the same - Support the development of client relationships by attending meetings when required and becoming another point of contact for clients - Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients - Establish strong relationships with advisers and senior management - Regularly participate in team meetings, highlighting issues and owning actions through to resolution - Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software - Proactively enhance industry and company knowledge, through external and internal sources What you will need: - At least 4 years' experience in a paraplanning role with management exposure within IFA firms - Chartered (or near chartered) ideally via CII - To be ideally educated to graduate level - An ability to quickly and independently make sound decisions Ideally have experience of: - Third party research projects including platforms, SIPPs and fund research - IT solutions such as FE Analytics, Voyant, CashCalc and Xplan - A proven track record of delivering written financial advice - To be effective at technical and product whole of market researching - Experience with training and development of paraplanners including development plans, appraisals and if required, performance improvement plans If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Jun 17, 2025
Full time
Type of Position: Head of Paraplanning - London, Holborn Pay: £70k - £80k Reference: Holborn1 Head of Paraplanning - London, Holborn Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. This position will allow hybrid working from their office in Holborn, London. Responsibilities: - Managing the delegation of work to the paraplanning team who report to you directly - Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams - Liaising directly with the Operations Director to feed back any relevant information or issues affecting the paraplanning team as necessary. Identify resource gaps - Liaise as the point of contact with our outsourced paraplanner (used for overflow of department workload) - Involvement in Monthly Operations Meetings and (as needed) with Quarterly Management Meetings - Manage the central investment proposition - Interpret data obtained by advisers during client meetings - Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off - Participate in project work for example central research projects - Become a member of our Investment Committee and contribute to the same - Support the development of client relationships by attending meetings when required and becoming another point of contact for clients - Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients - Establish strong relationships with advisers and senior management - Regularly participate in team meetings, highlighting issues and owning actions through to resolution - Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software - Proactively enhance industry and company knowledge, through external and internal sources What you will need: - At least 4 years' experience in a paraplanning role with management exposure within IFA firms - Chartered (or near chartered) ideally via CII - To be ideally educated to graduate level - An ability to quickly and independently make sound decisions Ideally have experience of: - Third party research projects including platforms, SIPPs and fund research - IT solutions such as FE Analytics, Voyant, CashCalc and Xplan - A proven track record of delivering written financial advice - To be effective at technical and product whole of market researching - Experience with training and development of paraplanners including development plans, appraisals and if required, performance improvement plans If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Our Marketing and Business Development team is the driving force behind the creativity and growth at BDO. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who enjoys team leadership and is both comfortable working proactively and managing your own workload, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. Client Care works closely with Marketing, Business Development, and Key Account Management teams to support BDO's strategy and growth ambitions. You'll report to the Senior Client Care Manager and be responsible for the delivery our firm-wide client care programme. You'll also manage one direct report, a Senior Client Care Executive. Our Client Care Programme is central to our commitment to high-quality engagements, exceptional client service, and continuous improvement. Core activities include listening to our clients and collecting feedback through in-depth interviews and online surveys. We analyse this feedback and use it to drive service improvements. and strategic planning. We are seeking a Client Care Associate Manager to play a key role in the success of our Client Care Programme as we expand and scale it in line with our firm-wide strategy and growth plans. Your proactive approach will support the efficient day-to-day running of the programme, helping us achieve our goals and targets. We value ideas from all levels, so you'll have the opportunity to make a real impact. You'll be supported in your career development and work collaboratively with stakeholders across the business, focusing on the retention, development, and growth of the firm's priority and strategic accounts. In this role you'll: Work with the Senior Client Care Manager and senior stakeholders to deliver a structured, firm-wide approach to client feedback and development - ensuring processes are followed and engagement is maintained across the business. Work closely with our Clients and Markets Partners and our Marketing and Business Development teams to ensure alignment with our firm-wide strategy model and Stream growth plans. Support the development and day-to-day management of the Senior Client Care Executive. Project manage client feedback survey cycles, including internal comms, processing nominations, monitoring responses, and generating reports. Analyse client feedback and insight data, providing strategic recommendations for service improvements, competitor intel, and new business opportunities. Create department briefing packs, presentations and reports. Present feedback findings at department meetings as required. Collaborate with the Database Office to build and maintain reporting dashboards in Power BI and utilise the Dynamics 360 CRM system. Keep up to date with market knowledge, including sector and competitor activity, sharing insights and best practice with the Client Care and MSC teams. You'll be someone with: Excellent communication, relationship and stakeholder management skills - A people person with an ability to communicate confidently with colleagues and clients from all levels and backgrounds. A commercial mindset - You are innovative and bold with a level of creativity when it comes to problem solving and thinking of new programme development opportunities. Strong analytical skills and attention to detail - You are comfortable working with large data sets in Excel and comfortable using data systems like Power BI, Power Automate, and Power Apps. Experience using feedback platforms such as Qualtrics, Questback, MS Forms or similar - You can build and manage online surveys using advanced tools. Project management experience with the ability to manage multiple projects with critical deadlines - You are well organised and have good time management skills. Experience handling sensitive data - You are trustworthy and able to maintain confidentiality. Professional, flexible, and a team player - You are self-motivated, resilient and have a strong work ethic. Experience conducting client interviews - You have strong listening skills and comfortable speaking with senior contacts about their experiences, creating feedback reports, and communicating actions with internal stakeholders (desirable). Experience working in a professional services environment (desirable). We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 16, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Our Marketing and Business Development team is the driving force behind the creativity and growth at BDO. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who enjoys team leadership and is both comfortable working proactively and managing your own workload, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. Client Care works closely with Marketing, Business Development, and Key Account Management teams to support BDO's strategy and growth ambitions. You'll report to the Senior Client Care Manager and be responsible for the delivery our firm-wide client care programme. You'll also manage one direct report, a Senior Client Care Executive. Our Client Care Programme is central to our commitment to high-quality engagements, exceptional client service, and continuous improvement. Core activities include listening to our clients and collecting feedback through in-depth interviews and online surveys. We analyse this feedback and use it to drive service improvements. and strategic planning. We are seeking a Client Care Associate Manager to play a key role in the success of our Client Care Programme as we expand and scale it in line with our firm-wide strategy and growth plans. Your proactive approach will support the efficient day-to-day running of the programme, helping us achieve our goals and targets. We value ideas from all levels, so you'll have the opportunity to make a real impact. You'll be supported in your career development and work collaboratively with stakeholders across the business, focusing on the retention, development, and growth of the firm's priority and strategic accounts. In this role you'll: Work with the Senior Client Care Manager and senior stakeholders to deliver a structured, firm-wide approach to client feedback and development - ensuring processes are followed and engagement is maintained across the business. Work closely with our Clients and Markets Partners and our Marketing and Business Development teams to ensure alignment with our firm-wide strategy model and Stream growth plans. Support the development and day-to-day management of the Senior Client Care Executive. Project manage client feedback survey cycles, including internal comms, processing nominations, monitoring responses, and generating reports. Analyse client feedback and insight data, providing strategic recommendations for service improvements, competitor intel, and new business opportunities. Create department briefing packs, presentations and reports. Present feedback findings at department meetings as required. Collaborate with the Database Office to build and maintain reporting dashboards in Power BI and utilise the Dynamics 360 CRM system. Keep up to date with market knowledge, including sector and competitor activity, sharing insights and best practice with the Client Care and MSC teams. You'll be someone with: Excellent communication, relationship and stakeholder management skills - A people person with an ability to communicate confidently with colleagues and clients from all levels and backgrounds. A commercial mindset - You are innovative and bold with a level of creativity when it comes to problem solving and thinking of new programme development opportunities. Strong analytical skills and attention to detail - You are comfortable working with large data sets in Excel and comfortable using data systems like Power BI, Power Automate, and Power Apps. Experience using feedback platforms such as Qualtrics, Questback, MS Forms or similar - You can build and manage online surveys using advanced tools. Project management experience with the ability to manage multiple projects with critical deadlines - You are well organised and have good time management skills. Experience handling sensitive data - You are trustworthy and able to maintain confidentiality. Professional, flexible, and a team player - You are self-motivated, resilient and have a strong work ethic. Experience conducting client interviews - You have strong listening skills and comfortable speaking with senior contacts about their experiences, creating feedback reports, and communicating actions with internal stakeholders (desirable). Experience working in a professional services environment (desirable). We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ambition is collaborating with a growing, multi-office, privately-owned accounting firm seeking an Audit RI for their London office. Reporting directly to the National Head of Audit, you will play a key role in expanding the audit portfolio through business development. Given the nature of this role, it is essential that you have a proven track record of winning new clients and enjoy this aspect of the job. This firm is one of the fastest-growing in the Top 100, and you will be integral to the growth of the audit team in the London office. Responsibilities Provide expert knowledge, advice, and guidance to clients, acting as the main point of contact and maintaining strong relationships. Lead the planning, execution, and completion of all audit engagements in the North region. Ensure all work delivered is of consistently high quality, with thorough and clear documentation of audit findings. Review and approve audit plans, working papers, and reports, ensuring all feedback is communicated to team members. Ensure compliance with ethical standards and regulatory requirements across all team deliverables. Mentor and develop Audit team members through regular reviews, on-the-job training, and study support. Support and lead senior team members in training and developing the wider Accounts team, managing workflow, and handling day-to-day managerial tasks. Ensure billing and cash flow targets are met and educate the team on the importance of these targets. Proactively lead the sourcing and acquisition of new business leads to contribute to the growth of the audit practice. Participate in marketing and networking opportunities to promote the firm's services. Identify client opportunities related to other specialist areas of the business, such as Tax, Wealth, and Funding. Lead tenders and client-facing presentations. Identify and manage audit risks, implementing effective mitigation strategies as needed. Continuously improve audit methodologies and practices to ensure compliance and excellence. Actively work on promoting your own brand and the firm's brand. Requirements ACA ICAEW, ICAS or ACCA qualified with substantial experience in a practice environment Must hold RI status and be registered with the FRC. Previous experience working as an external audit Partner or Audit Director Strong technical expertise in FRS102 and IFRS/SORP Proven skills in client management and business development. Demonstrated experience in managing and leading audit teams. . If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Jun 16, 2025
Full time
Ambition is collaborating with a growing, multi-office, privately-owned accounting firm seeking an Audit RI for their London office. Reporting directly to the National Head of Audit, you will play a key role in expanding the audit portfolio through business development. Given the nature of this role, it is essential that you have a proven track record of winning new clients and enjoy this aspect of the job. This firm is one of the fastest-growing in the Top 100, and you will be integral to the growth of the audit team in the London office. Responsibilities Provide expert knowledge, advice, and guidance to clients, acting as the main point of contact and maintaining strong relationships. Lead the planning, execution, and completion of all audit engagements in the North region. Ensure all work delivered is of consistently high quality, with thorough and clear documentation of audit findings. Review and approve audit plans, working papers, and reports, ensuring all feedback is communicated to team members. Ensure compliance with ethical standards and regulatory requirements across all team deliverables. Mentor and develop Audit team members through regular reviews, on-the-job training, and study support. Support and lead senior team members in training and developing the wider Accounts team, managing workflow, and handling day-to-day managerial tasks. Ensure billing and cash flow targets are met and educate the team on the importance of these targets. Proactively lead the sourcing and acquisition of new business leads to contribute to the growth of the audit practice. Participate in marketing and networking opportunities to promote the firm's services. Identify client opportunities related to other specialist areas of the business, such as Tax, Wealth, and Funding. Lead tenders and client-facing presentations. Identify and manage audit risks, implementing effective mitigation strategies as needed. Continuously improve audit methodologies and practices to ensure compliance and excellence. Actively work on promoting your own brand and the firm's brand. Requirements ACA ICAEW, ICAS or ACCA qualified with substantial experience in a practice environment Must hold RI status and be registered with the FRC. Previous experience working as an external audit Partner or Audit Director Strong technical expertise in FRS102 and IFRS/SORP Proven skills in client management and business development. Demonstrated experience in managing and leading audit teams. . If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
About Moneybox Moneybox is the award-winning app that helps you turn your money into something greater. We've brought saving, investing, home-buying, and retirement services all together into one simple app, so it's easier than ever to achieve your goals and build wealth, whatever your starting point. Job Brief Accurate financial information is paramount in ensuring Moneybox operates efficiently and profitably. Our Head of Corporate Reporting & Financial Operations will be an authority in their field, possessing exceptional technical knowledge. In addition to being a financial reporting expert they will have a deep understanding of financial operations, with a demonstrable background of delivering and assisting with large transformation projects. Working closely with other functions, they will embed best in class financial controls governance as well as developing financial literacy across the business. What You'll Do Being a Head of at Moneybox doesn't just mean you own and manage your function, it means you play a vital role in helping define strategy through steering committees, quarterly planning meetings, and management committees. Moneybox has thrived owing to its strong culture; as a Head of, you are core in helping maintain this culture through living and promoting the Moneybox values. As a key member of the Finance Senior Leadership team and a trusted advisor to the VP Finance, this role will be responsible for, but not limited to, the following: Corporate Reporting Manage the development and execution of the corporate reporting strategy, ensuring alignment with the overall business objectives Oversee the preparation and timely submission of all statutory financial reports, including annual accounts, consolidated financial statements, tax filings, and regulatory returns Drive continuous improvement in financial reporting processes, leveraging technology and best practices to enhance accuracy, efficiency, and transparency Ensure compliance with IFRS and other relevant accounting standards and regulatory requirements. Reviewing changes in accounting standards, regulations, and best practices, and assess their impact on the organization Alongside the finance senior leadership team, drive forward our IPO readiness programme, with a focus on reporting and financial controls Financial Operation Provide strategic management and oversight of all day-to-day financial operations, including accounts payable, accounts receivable, payroll, and tax Optimise financial operations to drive efficiency, reduce costs, and improve working capital management Oversee the selection, implementation, and management of financial systems and technologies Develop and implement financial policies, procedures, and controls to ensure the integrity of financial data Oversee the implementation and maintenance of a robust internal control framework to mitigate financial risks and ensure compliance with regulatory requirements Who you are Focus on team; providing strong direction and fostering a culture of excellence, collaboration, and continuous improvement Excellent communication, presentation, and interpersonal skills, with the ability to effectively interact with senior management and external stakeholders. Considered an expert in your field and a leader amongst your team and peers Exceptional analytical, problem-solving, and decision-making skills Experience and Skills Chartered accountant with a minimum of 5 years post qualified experience, preference for experience across both practice and industry Experience in the financial services or fintech is highly preferred. Additionally, experience of an IPO or working in a listed business is desirable In-depth knowledge of UK GAAP, IFRS, and other relevant accounting standards and regulatory requirements Demonstrated ability to manage complex financial functions, drive process improvements, and implement effective financial controls. Exceptional project management, knows what it takes to deliver a large project across internal and external stakeholders Natural communicator, presents well with the gravitas to influence What's In It For You? Competitive remuneration package. Company shares Enhanced company pension scheme Hybrid working environment Home office furniture allowance Personal Annual Learning and Development budget Private Medical Insurance Health Cash Plan (cashback on visits to the dentist & opticians etc) Business coaching (external) Cycle to work scheme Wellhub subscription to a variety of gyms and wellbeing apps Enhanced parental pay & leave 25 days holiday + bank holidays with additional days added with length of service. At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential.
Jun 16, 2025
Full time
About Moneybox Moneybox is the award-winning app that helps you turn your money into something greater. We've brought saving, investing, home-buying, and retirement services all together into one simple app, so it's easier than ever to achieve your goals and build wealth, whatever your starting point. Job Brief Accurate financial information is paramount in ensuring Moneybox operates efficiently and profitably. Our Head of Corporate Reporting & Financial Operations will be an authority in their field, possessing exceptional technical knowledge. In addition to being a financial reporting expert they will have a deep understanding of financial operations, with a demonstrable background of delivering and assisting with large transformation projects. Working closely with other functions, they will embed best in class financial controls governance as well as developing financial literacy across the business. What You'll Do Being a Head of at Moneybox doesn't just mean you own and manage your function, it means you play a vital role in helping define strategy through steering committees, quarterly planning meetings, and management committees. Moneybox has thrived owing to its strong culture; as a Head of, you are core in helping maintain this culture through living and promoting the Moneybox values. As a key member of the Finance Senior Leadership team and a trusted advisor to the VP Finance, this role will be responsible for, but not limited to, the following: Corporate Reporting Manage the development and execution of the corporate reporting strategy, ensuring alignment with the overall business objectives Oversee the preparation and timely submission of all statutory financial reports, including annual accounts, consolidated financial statements, tax filings, and regulatory returns Drive continuous improvement in financial reporting processes, leveraging technology and best practices to enhance accuracy, efficiency, and transparency Ensure compliance with IFRS and other relevant accounting standards and regulatory requirements. Reviewing changes in accounting standards, regulations, and best practices, and assess their impact on the organization Alongside the finance senior leadership team, drive forward our IPO readiness programme, with a focus on reporting and financial controls Financial Operation Provide strategic management and oversight of all day-to-day financial operations, including accounts payable, accounts receivable, payroll, and tax Optimise financial operations to drive efficiency, reduce costs, and improve working capital management Oversee the selection, implementation, and management of financial systems and technologies Develop and implement financial policies, procedures, and controls to ensure the integrity of financial data Oversee the implementation and maintenance of a robust internal control framework to mitigate financial risks and ensure compliance with regulatory requirements Who you are Focus on team; providing strong direction and fostering a culture of excellence, collaboration, and continuous improvement Excellent communication, presentation, and interpersonal skills, with the ability to effectively interact with senior management and external stakeholders. Considered an expert in your field and a leader amongst your team and peers Exceptional analytical, problem-solving, and decision-making skills Experience and Skills Chartered accountant with a minimum of 5 years post qualified experience, preference for experience across both practice and industry Experience in the financial services or fintech is highly preferred. Additionally, experience of an IPO or working in a listed business is desirable In-depth knowledge of UK GAAP, IFRS, and other relevant accounting standards and regulatory requirements Demonstrated ability to manage complex financial functions, drive process improvements, and implement effective financial controls. Exceptional project management, knows what it takes to deliver a large project across internal and external stakeholders Natural communicator, presents well with the gravitas to influence What's In It For You? Competitive remuneration package. Company shares Enhanced company pension scheme Hybrid working environment Home office furniture allowance Personal Annual Learning and Development budget Private Medical Insurance Health Cash Plan (cashback on visits to the dentist & opticians etc) Business coaching (external) Cycle to work scheme Wellhub subscription to a variety of gyms and wellbeing apps Enhanced parental pay & leave 25 days holiday + bank holidays with additional days added with length of service. At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential.
Location: MMM Headquarters, HSK, London Workplace Type: Hybrid About the role Mail Metro Media is seeking a Commercial Strategy Manager, Commerce to join our growing Commercial team. This role will be responsible for developing and executing strategies that drive commerce revenue growth - including partnerships, affiliate programs, shoppable content initiatives, and new monetisation opportunities - to strengthen our market position. The role requires collaboration with cross-functional teams to deliver key commerce objectives and drive innovation across the business. Main Responsibilities Strategic Planning and Execution Develop and implement commercial commerce strategies that drive revenue and profitability. Identify, assess, and launch new commerce opportunities, including new affiliate partnerships, shoppable content formats, and performance marketing initiatives. Conduct thorough market research, competitor analysis, and audience insights to inform strategy development and enhance commercial decision-making. Monitor and analyse key performance indicators (KPIs) to evaluate the success of commerce initiatives and recommend optimisations. Identify and proactively mitigate risks and challenges associated with commerce strategies. Collaborate closely with Product, Editorial, Audience, Data, and Sales teams to align initiatives with overall business goals and customer needs. Partnership Development Manage and nurture relationships with affiliate networks, technology providers, retailers, and e-commerce platforms. Evaluate and onboard new commerce partners and platforms to expand Mail Metro Media's commercial ecosystem. Negotiate commercial terms, service levels, and revenue-sharing agreements with partners. Stakeholder Management Collate data and insights to develop compelling strategic recommendations for senior leadership. Present regular updates on the progress of key commerce initiatives and surface risks and opportunities in a timely manner. Develop business cases to support new initiatives, clearly articulating value propositions and revenue forecasts. Work collaboratively with global teams to ensure commerce priorities are consistent across markets. Team Leadership & Development Promote operational excellence by optimising workflows, meetings, and cross-team processes. Encourage a culture of innovation, accountability, and knowledge sharing. Document and share best practices and learnings to upskill teams across the business. Person Specification 4-5 years' experience in commercial strategy, e-commerce, or strategy consulting. Strong understanding of affiliate marketing, e-commerce ecosystems, and digital media monetisation. Proven track record of delivering commerce-driven revenue growth and operational improvements. Excellent analytical and quantitative skills; creative problem solver with high attention to detail. Strong communication skills, capable of distilling complex information for senior leadership audiences. Exceptional organisational skills, with an ability to juggle multiple priorities and work independently under tight deadlines. Ability to build strong working relationships across business units and leadership levels. Experience in media, technology, e-commerce, or a related industry preferred. About Mail Metro Media Mail Metro Media is the advertising home of some of the UK's most engaged newsbrands: Daily Mail, The Mail on Sunday, MailOnline, Metro, The i Paper, New Scientist and The Telegraph (print products). The team provides a single point of contact across print, digital, audio, video and social, allowing agencies and advertisers easy access to the millions of consumers who engage with dmg media's brands every day. Leadership At the helm of Mail Metro Media are Chief Revenue Officer, Dom Williams, who is responsible for all advertising revenue across our far-reaching portfolio and Executive Director, Digital, Hannah Buitekant, who is responsible for digital operations, data, and indirect revenue. Dom and Hannah are supported by an extensive senior leadership team that boasts a wealth of specialist media knowledge and decades of industry experience. Why work for Mail Metro Media? Not only will you be a part of the biggest media organisation in the UK, but you'll work somewhere that's dedicated to people and culture. Our people are a top priority - whether that's supporting mental health, being Disability Confident, accommodating parenthood, providing fitness classes, driving diversity and inclusion, flexibility, or anything else, it matters to us. Many of our team members work flexibly, in many different ways, including flexible hours or an element of working from home. Please talk to us during your interview about any flexibility you may need - we can usually find a way to make work work for you! Here are some of the top reasons our people love working for us: Collaborate and innovate with the best people in media on a daily basis Work in an award-winning team in the fast-paced world of news and entertainment Get support in reaching your professional goals through webinars, workshops, mentorship and more Get personal support through mental wellbeing, volunteering time off, our menopause policies, a working parents group, our EDI Champions network, and more Comprehensive benefits including medical and dental insurance, childcare schemes, a huge range of discounts, enhanced pension contributions and more A lively, friendly office complete with a free gym, subsidised canteen and doctor's surgery (London only) Package Description Our benefits package increases the longer you've been with us. Here's what to expect: 25 days' holiday (increasing by 1 per year up to a total of 30) Upon joining you will be automatically enrolled onto the Pension Plan at the minimum level of 5% employee contribution, 3% Company contribution. Life cover under the Pension Plan 4x your basic salary. DMGT Discounts (for discounts on online shopping, vouchers and reloadable cards) Subsidised canteen Onsite gym (Northcliffe House only) Onsite nurse and GP clinics (Northcliffe House only) Our Employee Assistance Programme Discounted dining cards Plus many other benefits . Our Commitment We are committed to increasing diversity and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status, or disability.
Jun 16, 2025
Full time
Location: MMM Headquarters, HSK, London Workplace Type: Hybrid About the role Mail Metro Media is seeking a Commercial Strategy Manager, Commerce to join our growing Commercial team. This role will be responsible for developing and executing strategies that drive commerce revenue growth - including partnerships, affiliate programs, shoppable content initiatives, and new monetisation opportunities - to strengthen our market position. The role requires collaboration with cross-functional teams to deliver key commerce objectives and drive innovation across the business. Main Responsibilities Strategic Planning and Execution Develop and implement commercial commerce strategies that drive revenue and profitability. Identify, assess, and launch new commerce opportunities, including new affiliate partnerships, shoppable content formats, and performance marketing initiatives. Conduct thorough market research, competitor analysis, and audience insights to inform strategy development and enhance commercial decision-making. Monitor and analyse key performance indicators (KPIs) to evaluate the success of commerce initiatives and recommend optimisations. Identify and proactively mitigate risks and challenges associated with commerce strategies. Collaborate closely with Product, Editorial, Audience, Data, and Sales teams to align initiatives with overall business goals and customer needs. Partnership Development Manage and nurture relationships with affiliate networks, technology providers, retailers, and e-commerce platforms. Evaluate and onboard new commerce partners and platforms to expand Mail Metro Media's commercial ecosystem. Negotiate commercial terms, service levels, and revenue-sharing agreements with partners. Stakeholder Management Collate data and insights to develop compelling strategic recommendations for senior leadership. Present regular updates on the progress of key commerce initiatives and surface risks and opportunities in a timely manner. Develop business cases to support new initiatives, clearly articulating value propositions and revenue forecasts. Work collaboratively with global teams to ensure commerce priorities are consistent across markets. Team Leadership & Development Promote operational excellence by optimising workflows, meetings, and cross-team processes. Encourage a culture of innovation, accountability, and knowledge sharing. Document and share best practices and learnings to upskill teams across the business. Person Specification 4-5 years' experience in commercial strategy, e-commerce, or strategy consulting. Strong understanding of affiliate marketing, e-commerce ecosystems, and digital media monetisation. Proven track record of delivering commerce-driven revenue growth and operational improvements. Excellent analytical and quantitative skills; creative problem solver with high attention to detail. Strong communication skills, capable of distilling complex information for senior leadership audiences. Exceptional organisational skills, with an ability to juggle multiple priorities and work independently under tight deadlines. Ability to build strong working relationships across business units and leadership levels. Experience in media, technology, e-commerce, or a related industry preferred. About Mail Metro Media Mail Metro Media is the advertising home of some of the UK's most engaged newsbrands: Daily Mail, The Mail on Sunday, MailOnline, Metro, The i Paper, New Scientist and The Telegraph (print products). The team provides a single point of contact across print, digital, audio, video and social, allowing agencies and advertisers easy access to the millions of consumers who engage with dmg media's brands every day. Leadership At the helm of Mail Metro Media are Chief Revenue Officer, Dom Williams, who is responsible for all advertising revenue across our far-reaching portfolio and Executive Director, Digital, Hannah Buitekant, who is responsible for digital operations, data, and indirect revenue. Dom and Hannah are supported by an extensive senior leadership team that boasts a wealth of specialist media knowledge and decades of industry experience. Why work for Mail Metro Media? Not only will you be a part of the biggest media organisation in the UK, but you'll work somewhere that's dedicated to people and culture. Our people are a top priority - whether that's supporting mental health, being Disability Confident, accommodating parenthood, providing fitness classes, driving diversity and inclusion, flexibility, or anything else, it matters to us. Many of our team members work flexibly, in many different ways, including flexible hours or an element of working from home. Please talk to us during your interview about any flexibility you may need - we can usually find a way to make work work for you! Here are some of the top reasons our people love working for us: Collaborate and innovate with the best people in media on a daily basis Work in an award-winning team in the fast-paced world of news and entertainment Get support in reaching your professional goals through webinars, workshops, mentorship and more Get personal support through mental wellbeing, volunteering time off, our menopause policies, a working parents group, our EDI Champions network, and more Comprehensive benefits including medical and dental insurance, childcare schemes, a huge range of discounts, enhanced pension contributions and more A lively, friendly office complete with a free gym, subsidised canteen and doctor's surgery (London only) Package Description Our benefits package increases the longer you've been with us. Here's what to expect: 25 days' holiday (increasing by 1 per year up to a total of 30) Upon joining you will be automatically enrolled onto the Pension Plan at the minimum level of 5% employee contribution, 3% Company contribution. Life cover under the Pension Plan 4x your basic salary. DMGT Discounts (for discounts on online shopping, vouchers and reloadable cards) Subsidised canteen Onsite gym (Northcliffe House only) Onsite nurse and GP clinics (Northcliffe House only) Our Employee Assistance Programme Discounted dining cards Plus many other benefits . Our Commitment We are committed to increasing diversity and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status, or disability.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Our Marketing and Business Development team is the driving force behind the creativity and growth at BDO. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who enjoys team leadership and is both comfortable working proactively and managing your own workload, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. Client Care works closely with Marketing, Business Development, and Key Account Management teams to support BDO's strategy and growth ambitions. You'll report to the Senior Client Care Manager and be responsible for the delivery our firm-wide client care programme. You'll also manage one direct report, a Senior Client Care Executive. Our Client Care Programme is central to our commitment to high-quality engagements, exceptional client service, and continuous improvement. Core activities include listening to our clients and collecting feedback through in-depth interviews and online surveys. We analyse this feedback and use it to drive service improvements. and strategic planning. We are seeking a Client Care Associate Manager to play a key role in the success of our Client Care Programme as we expand and scale it in line with our firm-wide strategy and growth plans. Your proactive approach will support the efficient day-to-day running of the programme, helping us achieve our goals and targets. We value ideas from all levels, so you'll have the opportunity to make a real impact. You'll be supported in your career development and work collaboratively with stakeholders across the business, focusing on the retention, development, and growth of the firm's priority and strategic accounts. In this role you'll: Work with the Senior Client Care Manager and senior stakeholders to deliver a structured, firm-wide approach to client feedback and development - ensuring processes are followed and engagement is maintained across the business. Work closely with our Clients and Markets Partners and our Marketing and Business Development teams to ensure alignment with our firm-wide strategy model and Stream growth plans. Support the development and day-to-day management of the Senior Client Care Executive. Project manage client feedback survey cycles, including internal comms, processing nominations, monitoring responses, and generating reports. Analyse client feedback and insight data, providing strategic recommendations for service improvements, competitor intel, and new business opportunities. Create department briefing packs, presentations and reports. Present feedback findings at department meetings as required. Collaborate with the Database Office to build and maintain reporting dashboards in Power BI and utilise the Dynamics 360 CRM system. Keep up to date with market knowledge, including sector and competitor activity, sharing insights and best practice with the Client Care and MSC teams. You'll be someone with: Excellent communication, relationship and stakeholder management skills - A people person with an ability to communicate confidently with colleagues and clients from all levels and backgrounds. A commercial mindset - You are innovative and bold with a level of creativity when it comes to problem solving and thinking of new programme development opportunities. Strong analytical skills and attention to detail - You are comfortable working with large data sets in Excel and comfortable using data systems like Power BI, Power Automate, and Power Apps. Experience using feedback platforms such as Qualtrics, Questback, MS Forms or similar - You can build and manage online surveys using advanced tools. Project management experience with the ability to manage multiple projects with critical deadlines - You are well organised and have good time management skills. Experience handling sensitive data - You are trustworthy and able to maintain confidentiality. Professional, flexible, and a team player - You are self-motivated, resilient and have a strong work ethic. Experience conducting client interviews - You have strong listening skills and comfortable speaking with senior contacts about their experiences, creating feedback reports, and communicating actions with internal stakeholders (desirable). Experience working in a professional services environment (desirable). We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 16, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Our Marketing and Business Development team is the driving force behind the creativity and growth at BDO. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who enjoys team leadership and is both comfortable working proactively and managing your own workload, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. Client Care works closely with Marketing, Business Development, and Key Account Management teams to support BDO's strategy and growth ambitions. You'll report to the Senior Client Care Manager and be responsible for the delivery our firm-wide client care programme. You'll also manage one direct report, a Senior Client Care Executive. Our Client Care Programme is central to our commitment to high-quality engagements, exceptional client service, and continuous improvement. Core activities include listening to our clients and collecting feedback through in-depth interviews and online surveys. We analyse this feedback and use it to drive service improvements. and strategic planning. We are seeking a Client Care Associate Manager to play a key role in the success of our Client Care Programme as we expand and scale it in line with our firm-wide strategy and growth plans. Your proactive approach will support the efficient day-to-day running of the programme, helping us achieve our goals and targets. We value ideas from all levels, so you'll have the opportunity to make a real impact. You'll be supported in your career development and work collaboratively with stakeholders across the business, focusing on the retention, development, and growth of the firm's priority and strategic accounts. In this role you'll: Work with the Senior Client Care Manager and senior stakeholders to deliver a structured, firm-wide approach to client feedback and development - ensuring processes are followed and engagement is maintained across the business. Work closely with our Clients and Markets Partners and our Marketing and Business Development teams to ensure alignment with our firm-wide strategy model and Stream growth plans. Support the development and day-to-day management of the Senior Client Care Executive. Project manage client feedback survey cycles, including internal comms, processing nominations, monitoring responses, and generating reports. Analyse client feedback and insight data, providing strategic recommendations for service improvements, competitor intel, and new business opportunities. Create department briefing packs, presentations and reports. Present feedback findings at department meetings as required. Collaborate with the Database Office to build and maintain reporting dashboards in Power BI and utilise the Dynamics 360 CRM system. Keep up to date with market knowledge, including sector and competitor activity, sharing insights and best practice with the Client Care and MSC teams. You'll be someone with: Excellent communication, relationship and stakeholder management skills - A people person with an ability to communicate confidently with colleagues and clients from all levels and backgrounds. A commercial mindset - You are innovative and bold with a level of creativity when it comes to problem solving and thinking of new programme development opportunities. Strong analytical skills and attention to detail - You are comfortable working with large data sets in Excel and comfortable using data systems like Power BI, Power Automate, and Power Apps. Experience using feedback platforms such as Qualtrics, Questback, MS Forms or similar - You can build and manage online surveys using advanced tools. Project management experience with the ability to manage multiple projects with critical deadlines - You are well organised and have good time management skills. Experience handling sensitive data - You are trustworthy and able to maintain confidentiality. Professional, flexible, and a team player - You are self-motivated, resilient and have a strong work ethic. Experience conducting client interviews - You have strong listening skills and comfortable speaking with senior contacts about their experiences, creating feedback reports, and communicating actions with internal stakeholders (desirable). Experience working in a professional services environment (desirable). We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Head of QA & Testing, Hybrid, Permanent, London The Head of QA & Testing with be responsible for the strategic growth of the QA & Testing function ensuring new people, processes, best practices are established and thrive in Pay.UK and the UK Payments Industry. Build and mature QA & Testing within Pay.UK to keep pace with strategic change to ensure services remain relevant to customers, technology changes and regulatory developments. A leader in the industry with a deep appreciation of the retail payments ecosystem and known for effectively facilitating strategic industry change to command trust and confidence with Pay.UK Executive and Board. The scale of the ecosystem impact by the decisions made under the Head of QA & Testing will impact the entire Pay.UK customer base, right to the end user individuals, businesses and government that depend on what Pay.UK provides. QA & Testing is a key enabler to facilitate value creation across the end-to-end payments experience for the benefit of our customers, their customers, and the UK economy. Responsible for the creation, implementation and maintenance of QA & Testing policies and strategies. These will enable secure, robust and effective functioning of the underlying technology Pay.UK operate. Looking to bring together the various functions across Pay.UK to become more cognizant of the role they play in running an effective QA & Testing function within the company. Key Accountabilities Accountable for QA & Testing organisational design, workforce planning, staffing, budgeting, strategy and philosophy across Pay.UK Build and run a central service function consisting of QA & Test professionals that support QA &Test planning, preparation, execution and reporting across large scale programmes and BAU Develop and encourage a QA philosophy and best practices that level up how Pay.UK develop/build in the innovation stage as well as how Pay.UK set foundations for quality practice within vendor development teams Build the central QA & Testing function that supports architecture, business analysis, vendor development, service management, other central technology efforts and directly manage & guide the work of individual contributors on those teams Strategically determine the best ways to service the production BAU needs whether that is embedded resources or centralised service teams across vertices of requirements, quality, and cost Own, implement and govern the Master Test Strategy for Next Gen Programme across Pay.UK and the customers, vendors, market overlay service providers, BoE and regulators Act as a subject matter specialist and leader within the business providing extensive knowledge, proficiency and advice on the thematic issues that are changing the UK Payments Industry Oversee vendors in performing testing on all features required by Pay.UK, its customers, and regulators ensuring quality standards are met Create the vision for QA approach & philosophy in early stage development across Vendor specific testing including integration with other directorates, best practices and standards across QA, and customisation to the needs of individual programme/project teams in Pay.UK Develop strategic frameworks that empower teams to be held accountable for upholding quality, security, performance, resilience, customer and regulatory impact as an essential factor in decision-making Manage vendors, suppliers, contracts, tool licenses and outsourced testing teams Manage testing budget and forecasts to ensure financial targets are met Responsible for a comprehensive Test Data, Defect Management, Environment and Test Automation strategies across Pay.UK. Skills, Experience & Qualifications ISTQB or ISEB Foundation (Essential) ISTQB Advance, ISEB Practitioner or equivalent in Testing (Essential) ITIL V3 Qualifications (Essential) Established demonstratable career in QA & Testing within Financial Services including Payments Articulate, detail orientated, and skilled to display a clear level of intelligence when liaising with various stakeholders within the business and have an ability to perform consistently in a role that is vital to the success of Pay.UK Have a wealth of direct experience within financial services, with experience in the building QA & Testing teams within Payments/Banking Experience of stakeholder negotiation to align interests to overcome challenges with strategic intent and technical proficiency Knowledge of the regulatory and supervisory regime as it applies to Pay.UK Experience in complex organisations with diverse stakeholders and significant regulatory oversight Management experience building and running efficient teams and exposure to ExCo level decision making preferred Evident experience in Head of QA/Programme Test Management on large and complex programmes within Financial Services across multiple teams Demonstrable experience of leading testing on a multi-vendor/multi-customer programme Clear experience of implementing effective QA & Testing best practices across entire SDLC QA & Testing skills across entire SDLC for all types/phases of testing (not just Functional based, but Non-Functional too) Well-connected and highly regarded by our customer banks A commercially aware and strategically smart with the ability to solve complex multi-stakeholder challenges while ensuring customer buy-in. Skilled leadership qualities, experience of building, developing and supporting capable and professional QA & Testing Teams Skilled communicator and influencer with effective communication and interpersonal skills. Ability to handle high levels of stress and critical decision making. An ethical, insightful and motivational leader with unquestionable personal integrity and who is a role model for Pay.UK values and behaviours. Results oriented and solutions focussed, demonstrating the resilience to deliver in ever-evolving, challenging and changing environments. Experience in managing and executing complex change programmes in Testing. At Pay.UK, we value diversity and inclusivity. Research has shown that candidates from underrepresented groups may hesitate to apply unless they meet all the requirements listed. We encourage all qualified candidates to apply, regardless of how closely their skills and experience match the requirements. We are committed to supporting accessibility needs and creating a welcoming environment for all employees. Become part of our team and contribute to the creation of an inclusive work environment that values everyone's unique input. Who we are Pay.UK maintains and develops the UK retail payment systems and standards that are core to the economy being able to function on a day-to-day basis. From Bacs to Faster Payments and cheques - we act as the single operator for all UK retail payments. We put the needs of consumers and businesses at the heart of everything we do, working in the public interest to ensure that the systems the country relies on for its banking transactions are safe, open, innovative and resilient. Our payment systems underpin the services that enable funds to be transferred between people and institutions. In 2024, the UK's retail payment systems processed 11 billion transactions worth over £10 trillion through Bacs Direct Credit, Direct Debit, Faster Payments, and cheques, and our Current Account Switch Service has facilitated over 9 million switches since it's launch in 2013. Every day, individuals and businesses use the services we provide to get their salaries, pay their bills and make online and mobile banking payments. Our vision for the future is to enable a vibrant economy, with Pay.UK delivering the best-in-class payment infrastructure and standards for the benefit of consumers and businesses nationwide. Benefits & Additional Information 12% Non-contributory pension Discretionary annual bonus 30 days annual leave (excluding bank holidays) Employee assistance programme Cycle to Work Scheme Season ticket loan Annual fitness subsidy of up to £500 per annum Working from home policy - minimum 40% in the office (eg. 2 days in the office over a 5 day working week) Please note: Some of our benefits are only available to colleagues upon successful completion of the probationary period. Create a Job Alert Interested in building your career at Pay.UK? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf GDPR Policy Select All of the information collected in the job application form is necessary and relevant to the application and assessment process for the job role you have applied for. We (Pay.uk) will use the information you have provided in order to complete the recruitment process, this includes your curriculum Vitae and any information declared on the pre-screening documents, we will use the information provided by you, by the referees you have noted, and the educational institutions with whom we may undertake to verify your work history and qualifications. Subject to verification of the information you have supplied being accurate and the information successfully passing our pre-screening checks, you will receive a conditional offer of employment . click apply for full job details
Jun 15, 2025
Full time
Head of QA & Testing, Hybrid, Permanent, London The Head of QA & Testing with be responsible for the strategic growth of the QA & Testing function ensuring new people, processes, best practices are established and thrive in Pay.UK and the UK Payments Industry. Build and mature QA & Testing within Pay.UK to keep pace with strategic change to ensure services remain relevant to customers, technology changes and regulatory developments. A leader in the industry with a deep appreciation of the retail payments ecosystem and known for effectively facilitating strategic industry change to command trust and confidence with Pay.UK Executive and Board. The scale of the ecosystem impact by the decisions made under the Head of QA & Testing will impact the entire Pay.UK customer base, right to the end user individuals, businesses and government that depend on what Pay.UK provides. QA & Testing is a key enabler to facilitate value creation across the end-to-end payments experience for the benefit of our customers, their customers, and the UK economy. Responsible for the creation, implementation and maintenance of QA & Testing policies and strategies. These will enable secure, robust and effective functioning of the underlying technology Pay.UK operate. Looking to bring together the various functions across Pay.UK to become more cognizant of the role they play in running an effective QA & Testing function within the company. Key Accountabilities Accountable for QA & Testing organisational design, workforce planning, staffing, budgeting, strategy and philosophy across Pay.UK Build and run a central service function consisting of QA & Test professionals that support QA &Test planning, preparation, execution and reporting across large scale programmes and BAU Develop and encourage a QA philosophy and best practices that level up how Pay.UK develop/build in the innovation stage as well as how Pay.UK set foundations for quality practice within vendor development teams Build the central QA & Testing function that supports architecture, business analysis, vendor development, service management, other central technology efforts and directly manage & guide the work of individual contributors on those teams Strategically determine the best ways to service the production BAU needs whether that is embedded resources or centralised service teams across vertices of requirements, quality, and cost Own, implement and govern the Master Test Strategy for Next Gen Programme across Pay.UK and the customers, vendors, market overlay service providers, BoE and regulators Act as a subject matter specialist and leader within the business providing extensive knowledge, proficiency and advice on the thematic issues that are changing the UK Payments Industry Oversee vendors in performing testing on all features required by Pay.UK, its customers, and regulators ensuring quality standards are met Create the vision for QA approach & philosophy in early stage development across Vendor specific testing including integration with other directorates, best practices and standards across QA, and customisation to the needs of individual programme/project teams in Pay.UK Develop strategic frameworks that empower teams to be held accountable for upholding quality, security, performance, resilience, customer and regulatory impact as an essential factor in decision-making Manage vendors, suppliers, contracts, tool licenses and outsourced testing teams Manage testing budget and forecasts to ensure financial targets are met Responsible for a comprehensive Test Data, Defect Management, Environment and Test Automation strategies across Pay.UK. Skills, Experience & Qualifications ISTQB or ISEB Foundation (Essential) ISTQB Advance, ISEB Practitioner or equivalent in Testing (Essential) ITIL V3 Qualifications (Essential) Established demonstratable career in QA & Testing within Financial Services including Payments Articulate, detail orientated, and skilled to display a clear level of intelligence when liaising with various stakeholders within the business and have an ability to perform consistently in a role that is vital to the success of Pay.UK Have a wealth of direct experience within financial services, with experience in the building QA & Testing teams within Payments/Banking Experience of stakeholder negotiation to align interests to overcome challenges with strategic intent and technical proficiency Knowledge of the regulatory and supervisory regime as it applies to Pay.UK Experience in complex organisations with diverse stakeholders and significant regulatory oversight Management experience building and running efficient teams and exposure to ExCo level decision making preferred Evident experience in Head of QA/Programme Test Management on large and complex programmes within Financial Services across multiple teams Demonstrable experience of leading testing on a multi-vendor/multi-customer programme Clear experience of implementing effective QA & Testing best practices across entire SDLC QA & Testing skills across entire SDLC for all types/phases of testing (not just Functional based, but Non-Functional too) Well-connected and highly regarded by our customer banks A commercially aware and strategically smart with the ability to solve complex multi-stakeholder challenges while ensuring customer buy-in. Skilled leadership qualities, experience of building, developing and supporting capable and professional QA & Testing Teams Skilled communicator and influencer with effective communication and interpersonal skills. Ability to handle high levels of stress and critical decision making. An ethical, insightful and motivational leader with unquestionable personal integrity and who is a role model for Pay.UK values and behaviours. Results oriented and solutions focussed, demonstrating the resilience to deliver in ever-evolving, challenging and changing environments. Experience in managing and executing complex change programmes in Testing. At Pay.UK, we value diversity and inclusivity. Research has shown that candidates from underrepresented groups may hesitate to apply unless they meet all the requirements listed. We encourage all qualified candidates to apply, regardless of how closely their skills and experience match the requirements. We are committed to supporting accessibility needs and creating a welcoming environment for all employees. Become part of our team and contribute to the creation of an inclusive work environment that values everyone's unique input. Who we are Pay.UK maintains and develops the UK retail payment systems and standards that are core to the economy being able to function on a day-to-day basis. From Bacs to Faster Payments and cheques - we act as the single operator for all UK retail payments. We put the needs of consumers and businesses at the heart of everything we do, working in the public interest to ensure that the systems the country relies on for its banking transactions are safe, open, innovative and resilient. Our payment systems underpin the services that enable funds to be transferred between people and institutions. In 2024, the UK's retail payment systems processed 11 billion transactions worth over £10 trillion through Bacs Direct Credit, Direct Debit, Faster Payments, and cheques, and our Current Account Switch Service has facilitated over 9 million switches since it's launch in 2013. Every day, individuals and businesses use the services we provide to get their salaries, pay their bills and make online and mobile banking payments. Our vision for the future is to enable a vibrant economy, with Pay.UK delivering the best-in-class payment infrastructure and standards for the benefit of consumers and businesses nationwide. Benefits & Additional Information 12% Non-contributory pension Discretionary annual bonus 30 days annual leave (excluding bank holidays) Employee assistance programme Cycle to Work Scheme Season ticket loan Annual fitness subsidy of up to £500 per annum Working from home policy - minimum 40% in the office (eg. 2 days in the office over a 5 day working week) Please note: Some of our benefits are only available to colleagues upon successful completion of the probationary period. Create a Job Alert Interested in building your career at Pay.UK? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf GDPR Policy Select All of the information collected in the job application form is necessary and relevant to the application and assessment process for the job role you have applied for. We (Pay.uk) will use the information you have provided in order to complete the recruitment process, this includes your curriculum Vitae and any information declared on the pre-screening documents, we will use the information provided by you, by the referees you have noted, and the educational institutions with whom we may undertake to verify your work history and qualifications. Subject to verification of the information you have supplied being accurate and the information successfully passing our pre-screening checks, you will receive a conditional offer of employment . click apply for full job details
Select how often (in days) to receive an alert: Head of English Location: London, ENG, GB Date: 13 Feb 2025 Application closing date: Interviews will be conducted on a rolling basis Inspired Education is the leading global group of premium schools, with a portfolio of 118 premium private schools spanning 6 continents which utilise proven educational practices from every corner of the globe, ensuring over 90,000 students receive a world-class learning experience from Kindergarten to Year 13. In 27 countries, Inspired schools are individually developed and anchored in the vibrant cultures of their respective locations. They collectively form an international family of schools that nurtures each student's academic and personal development in a progressive, dynamic, and innovative learning environment. By joining our award-winning team of over 13,000 employees, you can work in state-of-the-art facilities alongside industry-renowned educators and leaders in some of the world's most desirable locations. We invest heavily in our team members who enjoy industry-leading professional development, exceptional career opportunities, and mobility across our group. ROLE SUMMARY: Wetherby Senior School was founded in 2015. There are approximately 450 boys on roll, all of whom study at least one language for 5 years and we regularly add at least 0.5 of a grade Value Added at both IGCSE and A Level. Our students achieve grades that allow them to gain places at top UK universities such as; Cambridge, LSE, Imperial, Durham and UCL and universities aboard such as the University of Chicago, UPenn, Bocconi in Milan and the IE Business School Madrid. The School was founded to offer a progressive education in the heart of London. The School's focus on providing an all-round education means that high standards are expected of the boys in all areas of school life. The School provides the boys with a broad educational experience, which includes Philosophy and Thinking Skills in the curriculum, to ensure that they are able to think critically and to problem solve but also to ensure they can be creative and collaborative in their approach, so that they develop a sense of social responsibility and respect for others. Our skilled staff, who have a wealth of experience, are preparing to send our pupils to leading universities in the UK, the US and elsewhere. At Wetherby Senior School we seek to employ highly professional teachers with the ability and commitment to enhance the life of the School and to work effectively and collaboratively with all members of the School community to further establish and develop the School. Our emphasis on educating the whole boy means that all members of staff are expected to contribute to the pastoral care of a group of students as a Form Tutor as well as contributing to the School's co-curricular activities. The post represents an exciting opportunity for a leader with the necessary vision and ambition to drive forward a flourishing English Department to the next stage of its development at the School, and in turn help offer a first rate academic education for boys in this core academic discipline. As Head of English at Wetherby Senior you will have the opportunity to lead a team of specialists and to develop the teaching of English in interesting and innovative ways. The post would suit an existing Head of Department or an ambitious Teacher looking to move into a management role and with a track-record of leadership. Teaching staff at Wetherby Senior School have experience of teaching in both the maintained and independent sectors and colleagues looking to move into independent education are warmly encouraged to apply. KEY RESPONSIBILITIES: Oversee the English curriculum, ensuring high standards in teaching, assessment, and resource development. Monitor and refine schemes of work, assessment methods, and academic progress tracking. Stay updated on subject developments and foster a spirit of academic inquiry among staff and students. Lead enrichment activities, including competitions, trips, and extracurricular programmes. Provide induction, support, and professional development for department staff. Observe lessons, give constructive feedback, and ensure effective classroom management. Promote teamwork by delegating tasks and fostering a collaborative department culture. Pupil Progress & Support: Maintain high academic standards, track student progress, and implement interventions where necessary. Support pupils with SEND needs, university applications (including Oxbridge & international options), and subject choices. Encourage a love for English and provide opportunities for enrichment beyond the classroom. Department Administration: Manage departmental policies, budgets, and inspections, ensuring readiness for reviews. Organise and document departmental meetings, reports, and external communications. Oversee textbooks, teaching spaces, and maintain the department's online presence. THE IDEAL CANDIDATE WILL HAVE: The ability to inspire others and lead by example. Outstanding subject knowledge, academic qualifications and be able to communicate their enthusiasm. The ability to deliver dynamic and effective lessons to the full ability range of pupils at the School. Some experience of successful management of or within an academic department. Highly effective communication skills for dealing with all members of the School community. A commitment to pastoral care and the welfare and safeguarding of pupils. Interests and abilities that can enhance the School's co-curricular programme. Excellent inter-personal skills. Excellent administrative, organisational and IT skills. The ability to teach English to A Level A standard. We are planning to introduce A Level English Language from September 2025, so experience of this curriculum would be an advantage (but is not a necessity). SAFEGUARDING STATEMENT: Inspired Education Group is committed to safeguarding and promoting the welfare of children and young people and expects all staff, volunteers and other third parties to share this commitment. Safer recruitment practices and pre-employment background checks will be undertaken before any appointment is confirmed.
Jun 15, 2025
Full time
Select how often (in days) to receive an alert: Head of English Location: London, ENG, GB Date: 13 Feb 2025 Application closing date: Interviews will be conducted on a rolling basis Inspired Education is the leading global group of premium schools, with a portfolio of 118 premium private schools spanning 6 continents which utilise proven educational practices from every corner of the globe, ensuring over 90,000 students receive a world-class learning experience from Kindergarten to Year 13. In 27 countries, Inspired schools are individually developed and anchored in the vibrant cultures of their respective locations. They collectively form an international family of schools that nurtures each student's academic and personal development in a progressive, dynamic, and innovative learning environment. By joining our award-winning team of over 13,000 employees, you can work in state-of-the-art facilities alongside industry-renowned educators and leaders in some of the world's most desirable locations. We invest heavily in our team members who enjoy industry-leading professional development, exceptional career opportunities, and mobility across our group. ROLE SUMMARY: Wetherby Senior School was founded in 2015. There are approximately 450 boys on roll, all of whom study at least one language for 5 years and we regularly add at least 0.5 of a grade Value Added at both IGCSE and A Level. Our students achieve grades that allow them to gain places at top UK universities such as; Cambridge, LSE, Imperial, Durham and UCL and universities aboard such as the University of Chicago, UPenn, Bocconi in Milan and the IE Business School Madrid. The School was founded to offer a progressive education in the heart of London. The School's focus on providing an all-round education means that high standards are expected of the boys in all areas of school life. The School provides the boys with a broad educational experience, which includes Philosophy and Thinking Skills in the curriculum, to ensure that they are able to think critically and to problem solve but also to ensure they can be creative and collaborative in their approach, so that they develop a sense of social responsibility and respect for others. Our skilled staff, who have a wealth of experience, are preparing to send our pupils to leading universities in the UK, the US and elsewhere. At Wetherby Senior School we seek to employ highly professional teachers with the ability and commitment to enhance the life of the School and to work effectively and collaboratively with all members of the School community to further establish and develop the School. Our emphasis on educating the whole boy means that all members of staff are expected to contribute to the pastoral care of a group of students as a Form Tutor as well as contributing to the School's co-curricular activities. The post represents an exciting opportunity for a leader with the necessary vision and ambition to drive forward a flourishing English Department to the next stage of its development at the School, and in turn help offer a first rate academic education for boys in this core academic discipline. As Head of English at Wetherby Senior you will have the opportunity to lead a team of specialists and to develop the teaching of English in interesting and innovative ways. The post would suit an existing Head of Department or an ambitious Teacher looking to move into a management role and with a track-record of leadership. Teaching staff at Wetherby Senior School have experience of teaching in both the maintained and independent sectors and colleagues looking to move into independent education are warmly encouraged to apply. KEY RESPONSIBILITIES: Oversee the English curriculum, ensuring high standards in teaching, assessment, and resource development. Monitor and refine schemes of work, assessment methods, and academic progress tracking. Stay updated on subject developments and foster a spirit of academic inquiry among staff and students. Lead enrichment activities, including competitions, trips, and extracurricular programmes. Provide induction, support, and professional development for department staff. Observe lessons, give constructive feedback, and ensure effective classroom management. Promote teamwork by delegating tasks and fostering a collaborative department culture. Pupil Progress & Support: Maintain high academic standards, track student progress, and implement interventions where necessary. Support pupils with SEND needs, university applications (including Oxbridge & international options), and subject choices. Encourage a love for English and provide opportunities for enrichment beyond the classroom. Department Administration: Manage departmental policies, budgets, and inspections, ensuring readiness for reviews. Organise and document departmental meetings, reports, and external communications. Oversee textbooks, teaching spaces, and maintain the department's online presence. THE IDEAL CANDIDATE WILL HAVE: The ability to inspire others and lead by example. Outstanding subject knowledge, academic qualifications and be able to communicate their enthusiasm. The ability to deliver dynamic and effective lessons to the full ability range of pupils at the School. Some experience of successful management of or within an academic department. Highly effective communication skills for dealing with all members of the School community. A commitment to pastoral care and the welfare and safeguarding of pupils. Interests and abilities that can enhance the School's co-curricular programme. Excellent inter-personal skills. Excellent administrative, organisational and IT skills. The ability to teach English to A Level A standard. We are planning to introduce A Level English Language from September 2025, so experience of this curriculum would be an advantage (but is not a necessity). SAFEGUARDING STATEMENT: Inspired Education Group is committed to safeguarding and promoting the welfare of children and young people and expects all staff, volunteers and other third parties to share this commitment. Safer recruitment practices and pre-employment background checks will be undertaken before any appointment is confirmed.
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
Jun 14, 2025
Full time
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
Jun 13, 2025
Full time
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
Jun 13, 2025
Full time
JOB DESCRIPTION Role title: Senior Product Manager Reports to: Head of Product Location: London/Reading/Birmingham (Hybrid) Hours of work: 35 hours each week SMCR Function: This is a certified role Key Responsibilities 1. Proposition Strategy & Development Lead the design, development, and ongoing refinement of the Centralised Investment Proposition (CIP), including model portfolios, risk-rated solutions, and discretionary fund management (DFM) offerings. Ensure alignment with the firm's investment philosophy, regulatory requirements (e.g., Consumer Duty), and client segmentation strategy. Monitor market trends, competitor offerings, and client feedback to evolve the proposition. 2. Governance & Oversight Chair or contribute to investment governance committees to ensure robust oversight of the CIP. Collaborate with compliance and risk teams to ensure the proposition meets all regulatory standards (e.g., MiFID II, PROD rules). Maintain documentation and audit trails for proposition changes and reviews. 3. Stakeholder Engagement Act as the central liaison between investment teams, financial advisers, operations, and technology to ensure smooth delivery and implementation of the CIP. Provide training and support to advisers and internal teams on the proposition's features, benefits, and suitability framework. 4. Performance Monitoring & Reporting Oversee the performance of model portfolios and investment solutions, ensuring they meet client expectations and risk profiles. Produce regular performance reports and MI for internal stakeholders and clients. 5. Client Experience & Communication Develop and maintain client-facing materials, including factsheets, guides, and educational content. Ensure the proposition delivers a consistent and high-quality client experience across all channels. 6. Digital & Operational Enablement Work with digital and platform teams to ensure the CIP is integrated into client portals and adviser tools. Drive automation and efficiency in the delivery and rebalancing of model portfolios. Experience / Skills Required Strong background in investment management, wealth management, or financial planning. Deep understanding of CIPs, model portfolios, and discretionary investment services. Familiarity with UK regulatory frameworks (FCA, MiFID II, PROD, Consumer Duty). Excellent stakeholder management and communication skills. Professional qualifications such as CFA, IMC, or CISI certifications are advantageous. Proven experience of leading diverse team internally and externally Experience of having built product from concept to successful commercialisation is essential. SM&CR Responsibilities As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions. Individual Conduct Rules You must act with integrity You must act with due care, skill and diligence You must be open and co-operative with the FCA, PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct You must act to deliver good outcomes for clients
Digital and Social Media Executive page is loaded Digital and Social Media Executive Apply locations London time type Full time posted on Posted Yesterday time left to apply End Date: August 29, 2025 (30+ days left to apply) job requisition id R4594 About the Business Quilter Cheviot Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence across the United Kingdom, Jersey, Dubai and Dublin. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. About the Role Level: 3 Contract: Permanent Department: Marketing Location: London We're seeking a diligent, proactive, hands-on Digital and Social Media Executive to join our Marketing Team. Social media management: Developing, creating (alongside designers), scheduling, and posting engaging content across all social media platforms. Working with the Marketing Managers and the wider Marketing team to develop and implement a content strategy for social media. Monitoring engagement, tracking trends, and adjusting strategies to maximise performance. Website management: Liaising with Marketing Managers and Business Stakeholders to ensure product and service content is relevant, accurate, and effectively promotes benefits. Ensuring content is optimised for lead generation. Working with the Financial Promotions Specialist and the Compliance team to ensure that all legal and regulatory obligations are performed to the highest standard. Working with the wider Digital team, in managing and optimising performance of the website and ensuring all updates are executed. Utilising in-depth knowledge gained through research, analysis, and tools like Google Analytics to inform decisions about website content. Collaborating with the SEO agency, Marketing Agency, and wider Digital team to deliver best practice content, technical and on-page optimisation with a focus on increasing organic traffic. Email management: Working with the wider Digital team and Marketing Managers to create visually appealing, on-brand email designs and engaging copy for newsletters, promotional emails, and lifecycle campaigns. Email strategy - working alongside the Marketing team to develop and implement email marketing strategies to support client retention, engagement, and revenue growth. Tracking and analysing key performance metrics (e.g., open rates, click-through rates, conversion rates) to optimise campaigns. Working with the private client and lead generation teams to optimise the client nurturing programme (email campaign). Digital channel support: Providing regular performance reports, offering strategic insights to improve sales and marketing effectiveness. Continuously researching and staying up to date with the latest trends in digital marketing and social media. Working closely with third-party agencies to ensure digital presence is fully optimised and always up to date, maximising the use of tools / assets. Assisting the Marketing team with any other digital requirements such as digital campaign optimisation. About You We are looking for a proactive and creative individual with extensive experience in professional social media, digital management and content creation. You will have a proven track record of running multiple professional social accounts, growing engagement, and executing high-quality content for social media. An understanding of various digital channels enabling you to implement and optimise digital marketing strategies including SEO, email marketing, and website content. Essential skills & experience: At least 2 years' experience managing social media channels. Proven ability to create and manage engaging content for Meta and LinkedIn, with a focus on brand storytelling. Strong content creation skills, including newsletter development and audience engagement. Demonstrable experience measuring, tracking, and reporting on social media performance to drive continuous improvement. Experience with using email marketing platforms and web analytics tools like Google Analytics. Knowledge of website CMS and marketing automation tools. Excellent writing skills with acute attention to detail and the ability to apply tone of voice guidelines effectively. Strong interpersonal skills, with the ability to collaborate across teams and engage stakeholders. Self-motivated, target-driven, and adaptable to working under pressure and meeting deadlines. Desirable skills: Familiarity with social media tools and analytics software. Basic experience with video editing tools. Understanding of website content and newsletter creation. Having an understating of the financial services sector is important. Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. Similar Jobs (1) Technical Writer locations London time type Full time posted on Posted Today time left to apply End Date: July 31, 2025 (30+ days left to apply) About Us We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. Flexible Working We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more. Our promise to you We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability . click apply for full job details
Jun 13, 2025
Full time
Digital and Social Media Executive page is loaded Digital and Social Media Executive Apply locations London time type Full time posted on Posted Yesterday time left to apply End Date: August 29, 2025 (30+ days left to apply) job requisition id R4594 About the Business Quilter Cheviot Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence across the United Kingdom, Jersey, Dubai and Dublin. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. About the Role Level: 3 Contract: Permanent Department: Marketing Location: London We're seeking a diligent, proactive, hands-on Digital and Social Media Executive to join our Marketing Team. Social media management: Developing, creating (alongside designers), scheduling, and posting engaging content across all social media platforms. Working with the Marketing Managers and the wider Marketing team to develop and implement a content strategy for social media. Monitoring engagement, tracking trends, and adjusting strategies to maximise performance. Website management: Liaising with Marketing Managers and Business Stakeholders to ensure product and service content is relevant, accurate, and effectively promotes benefits. Ensuring content is optimised for lead generation. Working with the Financial Promotions Specialist and the Compliance team to ensure that all legal and regulatory obligations are performed to the highest standard. Working with the wider Digital team, in managing and optimising performance of the website and ensuring all updates are executed. Utilising in-depth knowledge gained through research, analysis, and tools like Google Analytics to inform decisions about website content. Collaborating with the SEO agency, Marketing Agency, and wider Digital team to deliver best practice content, technical and on-page optimisation with a focus on increasing organic traffic. Email management: Working with the wider Digital team and Marketing Managers to create visually appealing, on-brand email designs and engaging copy for newsletters, promotional emails, and lifecycle campaigns. Email strategy - working alongside the Marketing team to develop and implement email marketing strategies to support client retention, engagement, and revenue growth. Tracking and analysing key performance metrics (e.g., open rates, click-through rates, conversion rates) to optimise campaigns. Working with the private client and lead generation teams to optimise the client nurturing programme (email campaign). Digital channel support: Providing regular performance reports, offering strategic insights to improve sales and marketing effectiveness. Continuously researching and staying up to date with the latest trends in digital marketing and social media. Working closely with third-party agencies to ensure digital presence is fully optimised and always up to date, maximising the use of tools / assets. Assisting the Marketing team with any other digital requirements such as digital campaign optimisation. About You We are looking for a proactive and creative individual with extensive experience in professional social media, digital management and content creation. You will have a proven track record of running multiple professional social accounts, growing engagement, and executing high-quality content for social media. An understanding of various digital channels enabling you to implement and optimise digital marketing strategies including SEO, email marketing, and website content. Essential skills & experience: At least 2 years' experience managing social media channels. Proven ability to create and manage engaging content for Meta and LinkedIn, with a focus on brand storytelling. Strong content creation skills, including newsletter development and audience engagement. Demonstrable experience measuring, tracking, and reporting on social media performance to drive continuous improvement. Experience with using email marketing platforms and web analytics tools like Google Analytics. Knowledge of website CMS and marketing automation tools. Excellent writing skills with acute attention to detail and the ability to apply tone of voice guidelines effectively. Strong interpersonal skills, with the ability to collaborate across teams and engage stakeholders. Self-motivated, target-driven, and adaptable to working under pressure and meeting deadlines. Desirable skills: Familiarity with social media tools and analytics software. Basic experience with video editing tools. Understanding of website content and newsletter creation. Having an understating of the financial services sector is important. Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. Similar Jobs (1) Technical Writer locations London time type Full time posted on Posted Today time left to apply End Date: July 31, 2025 (30+ days left to apply) About Us We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. Flexible Working We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more. Our promise to you We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability . click apply for full job details
What you can expect to be doing: Ongoing compliance testing and oversight of Client Money and Assets (CASS) processes, overseeing reconciliations, reviewing shortfalls, developing CASS reconciliations and controls. Oversight of the firm's Safeguarding obligations under Payment Services Permissions (subject to upcoming CASS 15). Ensure accurate monthly Client Money and Asset Returns (CMAR). Ensure the CASS Resolution Pack remains complete and fit for purpose. Maintenance and review of all policy and procedure documents related to CASS. Assist with the co-ordination of the annual external CASS audit. Develop and maintain appropriate and effective MI and KPIs for CASS Compliance. Ensure CASS breaches are appropriately recorded, reported and escalated to senior management and root cause analysis is conducted to prevent future recurrence. Advise on CASS risk and assist in Risk and Control Self-Assessments (RCSAs) and Internal Capital Adequacy and Risk Assessment (ICARA) preparation. Draft and review due diligence on key counterparties, bank and custodian account opening ensuring it is kept up to date. Assessment of organisational and regulatory changes and validating the adequacy of CASS Governance Framework. Assist in ensuring appropriate CASS training for staff. What we're looking for: Subject matter expert in the FCA's CASS rulebook for MiFID, specifically CASS 7, and an in-depth understanding of Client Money flows. Knowledge of Safeguarding for Payment firms (upcoming CASS 15 rules). Experience of operating in a compliance, audit or operational oversight role. Hands on experience of managing CASS related responsibilities including CMAR reporting, CASS record keeping and reconciliation requirements. Excellent communication with the ability to develop effective working relationships, and influence employees at all levels. Excellent analytical, organisational and interpretation skills as well as critical thinking and problem-solving skills. A CASS qualification. What we're really looking for: ️ Someone with a genuine interest in Chip and is excited about being part of a fast-growing company and our mission to build the investment super app of the future. Although we're in the financial space, and under the scrutiny that comes with it, the current compliance team works well together, and even sometimes with a smile. We're sure you've got the technical skills, otherwise, you would have stopped reading by now, so let us be clear on what will make us want to work with you. We want a real person, with interests outside of work, to join our team. You could be a dancer, a gamer, a musician, a parent, a hockey fan, or even that one person that still writes Twilight fan-fiction. Doesn't matter to us. At the interview stages, we will be looking for empathy, eq, fun stories, and the ability to smile even when things are tough. Working Hours Monday to Thursday: 9:00 AM - 6:00 PM Friday: 8:00 AM - 4:00 PM (Start your weekend early!) Enjoy a structured yet balanced workweek, with an early Friday finish to kickstart your weekend! PERKS £60,000 - £80,000 per annum Discretionary Performance-Related Bi-Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary. Workplace pension scheme - We invest in your future with a workplace pension scheme , contributing 5% on earnings up to £50,000 . Plan ahead with confidence while you grow your career! Private medical insurance (medical history disregarded) Employee Assistance Programme Cycle to work scheme Season ticket loan Free ChipX subscription for UK-based employees We are an equal-opportunity employer and value diversity Flexible working arrangements 28 days holiday plus bank holidays, plus the days between Christmas and New Year ️ Annual training budget for courses, workshops, or conferences to help you advance your career. £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing Company laptop Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup Our Interview Process: Video screen with someone from our Talent team Video interview with the hiring manager Final interview with our Chief Risk & Compliance Officer About Chip Our mission is to make our customers wealthy. We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain and we're not slowing down. Chip serves over 300,000 active customers and looks after over £5billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose. Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip. Our vision We know planning for your future can be a tedious, daunting task often avoided, so we want to change that. We're building the wealth app for our community, giving them one place for saving and investing. We're giving customers control and guidance to effortlessly build their long-term wealth using award-winning tech, while celebrating their achievements along the way. Who we are Chip has a creative and diverse team of 180, from all different backgrounds and industries. We're driven and passionate people, but no one takes themselves too seriously. Don't just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022 & 2024 British Bank Awards. Our Values Be ACCOUNTABLE Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible Be BOLD Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers Be COLLABORATIVE Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together Equal Opportunities We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It's talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities. Note to Agencies Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.
Jun 13, 2025
Full time
What you can expect to be doing: Ongoing compliance testing and oversight of Client Money and Assets (CASS) processes, overseeing reconciliations, reviewing shortfalls, developing CASS reconciliations and controls. Oversight of the firm's Safeguarding obligations under Payment Services Permissions (subject to upcoming CASS 15). Ensure accurate monthly Client Money and Asset Returns (CMAR). Ensure the CASS Resolution Pack remains complete and fit for purpose. Maintenance and review of all policy and procedure documents related to CASS. Assist with the co-ordination of the annual external CASS audit. Develop and maintain appropriate and effective MI and KPIs for CASS Compliance. Ensure CASS breaches are appropriately recorded, reported and escalated to senior management and root cause analysis is conducted to prevent future recurrence. Advise on CASS risk and assist in Risk and Control Self-Assessments (RCSAs) and Internal Capital Adequacy and Risk Assessment (ICARA) preparation. Draft and review due diligence on key counterparties, bank and custodian account opening ensuring it is kept up to date. Assessment of organisational and regulatory changes and validating the adequacy of CASS Governance Framework. Assist in ensuring appropriate CASS training for staff. What we're looking for: Subject matter expert in the FCA's CASS rulebook for MiFID, specifically CASS 7, and an in-depth understanding of Client Money flows. Knowledge of Safeguarding for Payment firms (upcoming CASS 15 rules). Experience of operating in a compliance, audit or operational oversight role. Hands on experience of managing CASS related responsibilities including CMAR reporting, CASS record keeping and reconciliation requirements. Excellent communication with the ability to develop effective working relationships, and influence employees at all levels. Excellent analytical, organisational and interpretation skills as well as critical thinking and problem-solving skills. A CASS qualification. What we're really looking for: ️ Someone with a genuine interest in Chip and is excited about being part of a fast-growing company and our mission to build the investment super app of the future. Although we're in the financial space, and under the scrutiny that comes with it, the current compliance team works well together, and even sometimes with a smile. We're sure you've got the technical skills, otherwise, you would have stopped reading by now, so let us be clear on what will make us want to work with you. We want a real person, with interests outside of work, to join our team. You could be a dancer, a gamer, a musician, a parent, a hockey fan, or even that one person that still writes Twilight fan-fiction. Doesn't matter to us. At the interview stages, we will be looking for empathy, eq, fun stories, and the ability to smile even when things are tough. Working Hours Monday to Thursday: 9:00 AM - 6:00 PM Friday: 8:00 AM - 4:00 PM (Start your weekend early!) Enjoy a structured yet balanced workweek, with an early Friday finish to kickstart your weekend! PERKS £60,000 - £80,000 per annum Discretionary Performance-Related Bi-Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary. Workplace pension scheme - We invest in your future with a workplace pension scheme , contributing 5% on earnings up to £50,000 . Plan ahead with confidence while you grow your career! Private medical insurance (medical history disregarded) Employee Assistance Programme Cycle to work scheme Season ticket loan Free ChipX subscription for UK-based employees We are an equal-opportunity employer and value diversity Flexible working arrangements 28 days holiday plus bank holidays, plus the days between Christmas and New Year ️ Annual training budget for courses, workshops, or conferences to help you advance your career. £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing Company laptop Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup Our Interview Process: Video screen with someone from our Talent team Video interview with the hiring manager Final interview with our Chief Risk & Compliance Officer About Chip Our mission is to make our customers wealthy. We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain and we're not slowing down. Chip serves over 300,000 active customers and looks after over £5billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose. Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip. Our vision We know planning for your future can be a tedious, daunting task often avoided, so we want to change that. We're building the wealth app for our community, giving them one place for saving and investing. We're giving customers control and guidance to effortlessly build their long-term wealth using award-winning tech, while celebrating their achievements along the way. Who we are Chip has a creative and diverse team of 180, from all different backgrounds and industries. We're driven and passionate people, but no one takes themselves too seriously. Don't just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022 & 2024 British Bank Awards. Our Values Be ACCOUNTABLE Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible Be BOLD Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers Be COLLABORATIVE Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together Equal Opportunities We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It's talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities. Note to Agencies Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Playing an important support role at BDO, our Secretarial and Administration team contributes to our success by taking responsibility for planning and organisation. Their proactive approach to what we do ensures our projects operate seamlessly and co-operation remains strong across our firm. Whatever the challenge, they provide the foundations on which we can excel. Joining this team, you'll enjoy a friendly and supportive environment - and plenty of variety to keep you on your toes. Want to play your part in our international operation? We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we understand that an excellent Personal Assistant plays a vital role in a thriving business. We are seeking a dynamic and proactive PA to join our team of business support professionals to undertake a pivotal role in helping steer the firm to continued success. This is a career with a purpose. You will be a key member of the South East Business Support team based at Gatwick and provide a full range of support for 2 Audit Partners and an Audit Director in the Not for Profit sector in the London Audit Group (LAG). There role will require some attendance at our Baker Street office. Your role will extend beyond that of the known traditional PA to become a cornerstone in our operations. You are comfortable working proactively and managing your own tasks, as well as collaborating and communicating regularly with stakeholders to support and build long-lasting relationships. Your role will encompass a broad spectrum of responsibilities, including but not limited to:- Diary and travel management Email and meeting coordination Event co-ordination and support Basic project management support Business development/marketing assistance Document production Financial and HR system management Contribution to local and firm-wide initiatives Development of yourself General administrative support to the team, to include use and advocacy of the Business Support Hub Technical competencies required: Proficiency in the Microsoft suite Experience at PA/administrator level Exceptional attention to detail Ability to contribute to projects A good IT aptitude to learn our platforms GCSE English and Maths (or equivalent) Knowledge of relevant policies and frameworks Key attributes we value: Learning Mindset: Embrace continuous learning and apply your insights to our ever-changing business landscape Calm under Pressure: Maintain clarity and composure, making informed decisions and solving problems Adaptability: Juggle tasks and adapt swiftly to the dynamic needs of our firm Flexibility: Respond with agility to unforeseen changes, balancing professional and personal resilience Skilled Organisation: Anticipate needs and stay ahead, fostering a seamless partnership with stakeholders Clear Communication: Convey information effectively, honing skills in clarification, empathy, and active listening Commercial Acumen: Understand the business imperatives and contribute meaningfully to our strategic goals Strategic Thinking: Align your tasks with your stakeholders and our firm's vision, prioritising as needed Troubleshooting: Tackle challenges proactively, offering solutions that reinforce your indispensable role Resilience: Bounce back from setbacks with confidence, supporting colleagues through complex scenarios Planning: Master the art of foresight, navigating complexities with a clear understanding of priorities Tech Proficiency: Leverage technology to enhance processes and drive efficiency Accountability: Own your responsibilities, managing your workload and stakeholder relationships Problem-Solving and solution finding: Resolve issues independently, freeing stakeholders to focus on strategic endeavours. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 12, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Playing an important support role at BDO, our Secretarial and Administration team contributes to our success by taking responsibility for planning and organisation. Their proactive approach to what we do ensures our projects operate seamlessly and co-operation remains strong across our firm. Whatever the challenge, they provide the foundations on which we can excel. Joining this team, you'll enjoy a friendly and supportive environment - and plenty of variety to keep you on your toes. Want to play your part in our international operation? We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we understand that an excellent Personal Assistant plays a vital role in a thriving business. We are seeking a dynamic and proactive PA to join our team of business support professionals to undertake a pivotal role in helping steer the firm to continued success. This is a career with a purpose. You will be a key member of the South East Business Support team based at Gatwick and provide a full range of support for 2 Audit Partners and an Audit Director in the Not for Profit sector in the London Audit Group (LAG). There role will require some attendance at our Baker Street office. Your role will extend beyond that of the known traditional PA to become a cornerstone in our operations. You are comfortable working proactively and managing your own tasks, as well as collaborating and communicating regularly with stakeholders to support and build long-lasting relationships. Your role will encompass a broad spectrum of responsibilities, including but not limited to:- Diary and travel management Email and meeting coordination Event co-ordination and support Basic project management support Business development/marketing assistance Document production Financial and HR system management Contribution to local and firm-wide initiatives Development of yourself General administrative support to the team, to include use and advocacy of the Business Support Hub Technical competencies required: Proficiency in the Microsoft suite Experience at PA/administrator level Exceptional attention to detail Ability to contribute to projects A good IT aptitude to learn our platforms GCSE English and Maths (or equivalent) Knowledge of relevant policies and frameworks Key attributes we value: Learning Mindset: Embrace continuous learning and apply your insights to our ever-changing business landscape Calm under Pressure: Maintain clarity and composure, making informed decisions and solving problems Adaptability: Juggle tasks and adapt swiftly to the dynamic needs of our firm Flexibility: Respond with agility to unforeseen changes, balancing professional and personal resilience Skilled Organisation: Anticipate needs and stay ahead, fostering a seamless partnership with stakeholders Clear Communication: Convey information effectively, honing skills in clarification, empathy, and active listening Commercial Acumen: Understand the business imperatives and contribute meaningfully to our strategic goals Strategic Thinking: Align your tasks with your stakeholders and our firm's vision, prioritising as needed Troubleshooting: Tackle challenges proactively, offering solutions that reinforce your indispensable role Resilience: Bounce back from setbacks with confidence, supporting colleagues through complex scenarios Planning: Master the art of foresight, navigating complexities with a clear understanding of priorities Tech Proficiency: Leverage technology to enhance processes and drive efficiency Accountability: Own your responsibilities, managing your workload and stakeholder relationships Problem-Solving and solution finding: Resolve issues independently, freeing stakeholders to focus on strategic endeavours. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Playing an important support role at BDO, our Secretarial and Administration team contributes to our success by taking responsibility for planning and organisation. Their proactive approach to what we do ensures our projects operate seamlessly and co-operation remains strong across our firm. Whatever the challenge, they provide the foundations on which we can excel. Joining this team, you'll enjoy a friendly and supportive environment - and plenty of variety to keep you on your toes. Want to play your part in our international operation? We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we understand that an excellent Personal Assistant plays a vital role in a thriving business. We are seeking a dynamic and proactive PA to join our team of business support professionals to undertake a pivotal role in helping steer the firm to continued success. This is a career with a purpose. You will be a key member of the South East Business Support team based at Gatwick and provide a full range of support for 2 Audit Partners and an Audit Director in the Not for Profit sector in the London Audit Group (LAG). There role will require some attendance at our Baker Street office. Your role will extend beyond that of the known traditional PA to become a cornerstone in our operations. You are comfortable working proactively and managing your own tasks, as well as collaborating and communicating regularly with stakeholders to support and build long-lasting relationships. Your role will encompass a broad spectrum of responsibilities, including but not limited to:- Diary and travel management Email and meeting coordination Event co-ordination and support Basic project management support Business development/marketing assistance Document production Financial and HR system management Contribution to local and firm-wide initiatives Development of yourself General administrative support to the team, to include use and advocacy of the Business Support Hub Technical competencies required: Proficiency in the Microsoft suite Experience at PA/administrator level Exceptional attention to detail Ability to contribute to projects A good IT aptitude to learn our platforms GCSE English and Maths (or equivalent) Knowledge of relevant policies and frameworks Key attributes we value: Learning Mindset: Embrace continuous learning and apply your insights to our ever-changing business landscape Calm under Pressure: Maintain clarity and composure, making informed decisions and solving problems Adaptability: Juggle tasks and adapt swiftly to the dynamic needs of our firm Flexibility: Respond with agility to unforeseen changes, balancing professional and personal resilience Skilled Organisation: Anticipate needs and stay ahead, fostering a seamless partnership with stakeholders Clear Communication: Convey information effectively, honing skills in clarification, empathy, and active listening Commercial Acumen: Understand the business imperatives and contribute meaningfully to our strategic goals Strategic Thinking: Align your tasks with your stakeholders and our firm's vision, prioritising as needed Troubleshooting: Tackle challenges proactively, offering solutions that reinforce your indispensable role Resilience: Bounce back from setbacks with confidence, supporting colleagues through complex scenarios Planning: Master the art of foresight, navigating complexities with a clear understanding of priorities Tech Proficiency: Leverage technology to enhance processes and drive efficiency Accountability: Own your responsibilities, managing your workload and stakeholder relationships Problem-Solving and solution finding: Resolve issues independently, freeing stakeholders to focus on strategic endeavours. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 12, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Playing an important support role at BDO, our Secretarial and Administration team contributes to our success by taking responsibility for planning and organisation. Their proactive approach to what we do ensures our projects operate seamlessly and co-operation remains strong across our firm. Whatever the challenge, they provide the foundations on which we can excel. Joining this team, you'll enjoy a friendly and supportive environment - and plenty of variety to keep you on your toes. Want to play your part in our international operation? We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we understand that an excellent Personal Assistant plays a vital role in a thriving business. We are seeking a dynamic and proactive PA to join our team of business support professionals to undertake a pivotal role in helping steer the firm to continued success. This is a career with a purpose. You will be a key member of the South East Business Support team based at Gatwick and provide a full range of support for 2 Audit Partners and an Audit Director in the Not for Profit sector in the London Audit Group (LAG). There role will require some attendance at our Baker Street office. Your role will extend beyond that of the known traditional PA to become a cornerstone in our operations. You are comfortable working proactively and managing your own tasks, as well as collaborating and communicating regularly with stakeholders to support and build long-lasting relationships. Your role will encompass a broad spectrum of responsibilities, including but not limited to:- Diary and travel management Email and meeting coordination Event co-ordination and support Basic project management support Business development/marketing assistance Document production Financial and HR system management Contribution to local and firm-wide initiatives Development of yourself General administrative support to the team, to include use and advocacy of the Business Support Hub Technical competencies required: Proficiency in the Microsoft suite Experience at PA/administrator level Exceptional attention to detail Ability to contribute to projects A good IT aptitude to learn our platforms GCSE English and Maths (or equivalent) Knowledge of relevant policies and frameworks Key attributes we value: Learning Mindset: Embrace continuous learning and apply your insights to our ever-changing business landscape Calm under Pressure: Maintain clarity and composure, making informed decisions and solving problems Adaptability: Juggle tasks and adapt swiftly to the dynamic needs of our firm Flexibility: Respond with agility to unforeseen changes, balancing professional and personal resilience Skilled Organisation: Anticipate needs and stay ahead, fostering a seamless partnership with stakeholders Clear Communication: Convey information effectively, honing skills in clarification, empathy, and active listening Commercial Acumen: Understand the business imperatives and contribute meaningfully to our strategic goals Strategic Thinking: Align your tasks with your stakeholders and our firm's vision, prioritising as needed Troubleshooting: Tackle challenges proactively, offering solutions that reinforce your indispensable role Resilience: Bounce back from setbacks with confidence, supporting colleagues through complex scenarios Planning: Master the art of foresight, navigating complexities with a clear understanding of priorities Tech Proficiency: Leverage technology to enhance processes and drive efficiency Accountability: Own your responsibilities, managing your workload and stakeholder relationships Problem-Solving and solution finding: Resolve issues independently, freeing stakeholders to focus on strategic endeavours. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Retail Sous Chef £40000 per annum As a Retail Sous Chef, you'll support the Retail and PGA Head Chef in leading culinary operations across all kiosks and premium retail areas at Chelsea FC. You'll play a key role in recipe planning, kitchen leadership, and food delivery-ensuring Levy's high standards, sustainability goals, and food quality are consistently met. You will be responsible for preparing, cooking, and serving food to agreed specifications, supporting the wider culinary team, and driving operational excellence across all retail food outlets. Who We Are: Levy UK & Ireland is the vibrant and exciting sector of Compass Group, the world's largest catering company. We work at some of the greatest venues in the world, delivering legendary experiences in food, drink, and hospitality. In the UK, we are proud to have a wealth of long-standing partnerships with venues across sport, entertainment, and events. Our partnerships include venues such as Wimbledon, Twickenham, Edgbaston, Tottenham Hotspur, Chelsea, Principality Stadium, Scottish Event Campus (SEC) and ExCel London. We are culinary champions - it's what we do and it's what we are passionate about. At the core of our work is the belief that sustainably sourced great food and drink, coupled with exceptional service is key to creating legendary experiences. Focused on doing the right thing' for our people and the planet, sustainability, wellbeing, diversity and inclusion are at the heart of what we do. We are official partners of the British Paralympic Association and are proud to pay all our team members at least the Real Living Wage or London Living Wage. We collaborate with some of the UK's most game-changing and well-loved brands, all sharing our vision for bringing best-in-class experiences. Medicash - Healthcare benefits, including dental, optical and therapy treatments (includes up to 4 dependent children) Aviva Digicare - Free annual healthcare check Exclusive Benefits & Wellbeing site (Perks at Work) Meals on duty Pension scheme and Life Assurance Employee Assistance Programme 23 days + BH's and additional day off for your birthday 2 days additional leave, following return from Maternity leave during first year back Competitive and supportive family benefits Day off for baby's first birthday Holiday purchase scheme On-going training & development and career pathways About you: Essential Minimum 5 years of catering experience in a similar high-volume environment. Food Safety Level 2 Food Hygiene Certificate, or higher. Proven team leadership and people management experience. Strong understanding of food costing, portion control, and stock management. IT literate with Microsoft Word, Excel and PowerPoint Desirable Experience in stadia, events, or large-scale hospitality. Good knowledge of food production processes and kitchen operations. Excellent communication and adaptability in fast-paced environments. What You'll Bring A passion for food and hospitality. Strong leadership and a hands-on approach in the kitchen. Commitment to sustainability, customer satisfaction, and operational excellence. A collaborative mindset and the ability to thrive under pressure. At Levy UK & Ireland, we take pride in fostering a workplace culture that celebrates diversity and promotes inclusion. We believe that our differences are our greatest strengths, and we are committed to creating an environment where every individual is valued, respected, and empowered. Our team is a vibrant tapestry of backgrounds, experiences, and perspectives, which enriches our creativity, innovation, and overall success. We are dedicated to providing equal opportunities, promoting fairness, and ensuring that all voices are heard. We firmly believe that a diverse team leads to innovation and creativity. We welcome candidates from all walks of life and backgrounds to join us in our mission to create a supportive and equitable work environment where everyone has the chance to excel and collaborate. Join us in our journey towards a more diverse and inclusive world, where every person has the chance to thrive and contribute their unique talents. Together, we can achieve greatness. As part of Compass you'll help to feed people, fuel progress and forge connections in around 6,000 venues. Join us to grow your career with the industry leader, and get competitive pay, great perks and unrivalled opportunities for learning and development, at one of the UK's biggest businesses. Job Reference: com SU UK
Jun 12, 2025
Full time
Retail Sous Chef £40000 per annum As a Retail Sous Chef, you'll support the Retail and PGA Head Chef in leading culinary operations across all kiosks and premium retail areas at Chelsea FC. You'll play a key role in recipe planning, kitchen leadership, and food delivery-ensuring Levy's high standards, sustainability goals, and food quality are consistently met. You will be responsible for preparing, cooking, and serving food to agreed specifications, supporting the wider culinary team, and driving operational excellence across all retail food outlets. Who We Are: Levy UK & Ireland is the vibrant and exciting sector of Compass Group, the world's largest catering company. We work at some of the greatest venues in the world, delivering legendary experiences in food, drink, and hospitality. In the UK, we are proud to have a wealth of long-standing partnerships with venues across sport, entertainment, and events. Our partnerships include venues such as Wimbledon, Twickenham, Edgbaston, Tottenham Hotspur, Chelsea, Principality Stadium, Scottish Event Campus (SEC) and ExCel London. We are culinary champions - it's what we do and it's what we are passionate about. At the core of our work is the belief that sustainably sourced great food and drink, coupled with exceptional service is key to creating legendary experiences. Focused on doing the right thing' for our people and the planet, sustainability, wellbeing, diversity and inclusion are at the heart of what we do. We are official partners of the British Paralympic Association and are proud to pay all our team members at least the Real Living Wage or London Living Wage. We collaborate with some of the UK's most game-changing and well-loved brands, all sharing our vision for bringing best-in-class experiences. Medicash - Healthcare benefits, including dental, optical and therapy treatments (includes up to 4 dependent children) Aviva Digicare - Free annual healthcare check Exclusive Benefits & Wellbeing site (Perks at Work) Meals on duty Pension scheme and Life Assurance Employee Assistance Programme 23 days + BH's and additional day off for your birthday 2 days additional leave, following return from Maternity leave during first year back Competitive and supportive family benefits Day off for baby's first birthday Holiday purchase scheme On-going training & development and career pathways About you: Essential Minimum 5 years of catering experience in a similar high-volume environment. Food Safety Level 2 Food Hygiene Certificate, or higher. Proven team leadership and people management experience. Strong understanding of food costing, portion control, and stock management. IT literate with Microsoft Word, Excel and PowerPoint Desirable Experience in stadia, events, or large-scale hospitality. Good knowledge of food production processes and kitchen operations. Excellent communication and adaptability in fast-paced environments. What You'll Bring A passion for food and hospitality. Strong leadership and a hands-on approach in the kitchen. Commitment to sustainability, customer satisfaction, and operational excellence. A collaborative mindset and the ability to thrive under pressure. At Levy UK & Ireland, we take pride in fostering a workplace culture that celebrates diversity and promotes inclusion. We believe that our differences are our greatest strengths, and we are committed to creating an environment where every individual is valued, respected, and empowered. Our team is a vibrant tapestry of backgrounds, experiences, and perspectives, which enriches our creativity, innovation, and overall success. We are dedicated to providing equal opportunities, promoting fairness, and ensuring that all voices are heard. We firmly believe that a diverse team leads to innovation and creativity. We welcome candidates from all walks of life and backgrounds to join us in our mission to create a supportive and equitable work environment where everyone has the chance to excel and collaborate. Join us in our journey towards a more diverse and inclusive world, where every person has the chance to thrive and contribute their unique talents. Together, we can achieve greatness. As part of Compass you'll help to feed people, fuel progress and forge connections in around 6,000 venues. Join us to grow your career with the industry leader, and get competitive pay, great perks and unrivalled opportunities for learning and development, at one of the UK's biggest businesses. Job Reference: com SU UK
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co-investments and secondary purchases, across private equity, real assets and private credit. We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023). Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures. Pantheon is seeking a senior technology leader for the role of Head of Application Engineering, responsible for shaping and delivering PRISM, the digital product that underpins client engagement and serves as the firm's internal research and analytics platform. This individual will lead engineering, integration, and QA teams while providing architectural guidance and supporting cross-functional project execution. Close collaboration with colleagues across the Technology department, Change Office, and business teams is critical to ensuring the solutions provided make full use of the wider Microsoft ecosystem The role has responsibility for Application Development across the firm, with VPs of Software Engineering and VP of QA as direct reports. Together, these roles ensure Software Engineering and QA staff, tooling, automation, and test strategies meet the needs of agile delivery. Based in London, and reporting to the Head of Technology, this role is central to the firm's digital transformation and will lead on cloud architecture, product development, API strategy, and legacy platform transition. Key Responsibilities The role is accountable for the following activities, and others which may arise through the development of the role: Application Development Lead a team developing and maintaining a small number of custom Angular-based web applications, deployed via Azure. Ensure strong front-end UX, responsive design, and secure connectivity with back-end APIs. Direct the analysis, planning, and managed retirement of outdated systems-ensuring functionality is transitioned without disruption. GenAI Drive the end-to-end engineering of generative-AI solutions-designing, building and operationalising pipelines that harness Claude (via Databricks), Azure OpenAI Service and ChatGPT-while enforcing robust security, governance and monitoring to deliver scalable, business-value-driven outcomes. Integration Deliver integration of internal systems and external vendor technology including BlackRock eFront, Intapp Dealcloud, CEPRES and a range of other market leading private markets SaaS firms, adopting a range of technologies and techniques including microservices, RESTful APIs, and asynchronous pub/sub interfaces Champion scalable, reusable service designs using event-driven and decoupled principles. B2B API platform Architect and lead the development of Pantheon's secure, scalable B2B API platform to provide data to external consumers including clients and other stakeholders (legal firms, fund administrators, etc.). Forge close working relationship with Data Engineering team to ensure data can be delivered to clients and stakeholders in a secure way. Client Engagement Platform Design and deliver client-facing digital services including self-service portals, communications workflows, and embedded analytics. Lead the development of intuitive, high-impact tools for institutional investors, intermediaries, wealth management firms and internal teams. Enterprise Architecture & Technical Direction Provide senior input into the firm's overall architecture across applications, integration, and cloud environments. Align engineering efforts with architectural principles and long-term business strategy. Establish development standards, access policies, performance metrics, and documentation practices. Own the Azure DevOps toolchain configuration, CI/CD pipelines, release automation, and repository management. Knowledge & Experience Required Bachelor's degree in Engineering, Technology or a related field; an advanced degree is preferred Demonstrated success in leading cross-functional development teams using Agile frameworks (Scrum/Kanban), including hands-on ownership of sprint planning, backlog refinement, velocity tracking, and continuous-improvement ceremonies to deliver high-quality applications at pace. Significant expertise in leading application engineering teams Track record of working with stakeholders to develop innovative solutions that translate working processes into applications that add real value. Expert in influencing and motivating individuals and teams and used to operating up and down a multi-tiered management structure Beneficial to have experience building agentic solutions using Azure Open AI services and or Anthropic Claude. Strong experience managing work requests using the Scrum framework and utilising Azure DevOps to facilitate that work. Proficient in programming languages and tooling as follows: NET Core/.NET Framework, C# HTML / CSS / Javascript TypeScript, AngularJS, KnockoutJS QA tooling such as - Selenium, Playwright, Spectflow, Reqcnroll Azure DevOps, Git, Deployment Pipelines, Terraform Massaging Queues, API's: SOAP & REST Demonstrated expertise in building REST APIs for external clients Experience using industry standard product management tools and technologies, e.g. Aha, Miro & Visio Strong experience in managing and developing high-performing teams, with the ability to inspire and drive cross-functional collaboration. Strong analytical, strategic and commercial thinking skills, with a focus on translating working processes into applications that add real value. Strong problem-solving skills, attention to detail, and an ability to navigate complex processes and organizations Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels of the organization Experience with change management and leading digital transformation initiatives within an organization Experience in leading cross-functional initiatives, with strong communication skills, project management abilities, and organizational skills Confident engaging with investment teams, external asset managers and their underlying portfolio companies, to evaluate attractive investment opportunities on behalf of our funds & accounts This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager. Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply. Apply for this job indicates a required field First Name Last Name Preferred First Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf
Jun 12, 2025
Full time
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co-investments and secondary purchases, across private equity, real assets and private credit. We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023). Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures. Pantheon is seeking a senior technology leader for the role of Head of Application Engineering, responsible for shaping and delivering PRISM, the digital product that underpins client engagement and serves as the firm's internal research and analytics platform. This individual will lead engineering, integration, and QA teams while providing architectural guidance and supporting cross-functional project execution. Close collaboration with colleagues across the Technology department, Change Office, and business teams is critical to ensuring the solutions provided make full use of the wider Microsoft ecosystem The role has responsibility for Application Development across the firm, with VPs of Software Engineering and VP of QA as direct reports. Together, these roles ensure Software Engineering and QA staff, tooling, automation, and test strategies meet the needs of agile delivery. Based in London, and reporting to the Head of Technology, this role is central to the firm's digital transformation and will lead on cloud architecture, product development, API strategy, and legacy platform transition. Key Responsibilities The role is accountable for the following activities, and others which may arise through the development of the role: Application Development Lead a team developing and maintaining a small number of custom Angular-based web applications, deployed via Azure. Ensure strong front-end UX, responsive design, and secure connectivity with back-end APIs. Direct the analysis, planning, and managed retirement of outdated systems-ensuring functionality is transitioned without disruption. GenAI Drive the end-to-end engineering of generative-AI solutions-designing, building and operationalising pipelines that harness Claude (via Databricks), Azure OpenAI Service and ChatGPT-while enforcing robust security, governance and monitoring to deliver scalable, business-value-driven outcomes. Integration Deliver integration of internal systems and external vendor technology including BlackRock eFront, Intapp Dealcloud, CEPRES and a range of other market leading private markets SaaS firms, adopting a range of technologies and techniques including microservices, RESTful APIs, and asynchronous pub/sub interfaces Champion scalable, reusable service designs using event-driven and decoupled principles. B2B API platform Architect and lead the development of Pantheon's secure, scalable B2B API platform to provide data to external consumers including clients and other stakeholders (legal firms, fund administrators, etc.). Forge close working relationship with Data Engineering team to ensure data can be delivered to clients and stakeholders in a secure way. Client Engagement Platform Design and deliver client-facing digital services including self-service portals, communications workflows, and embedded analytics. Lead the development of intuitive, high-impact tools for institutional investors, intermediaries, wealth management firms and internal teams. Enterprise Architecture & Technical Direction Provide senior input into the firm's overall architecture across applications, integration, and cloud environments. Align engineering efforts with architectural principles and long-term business strategy. Establish development standards, access policies, performance metrics, and documentation practices. Own the Azure DevOps toolchain configuration, CI/CD pipelines, release automation, and repository management. Knowledge & Experience Required Bachelor's degree in Engineering, Technology or a related field; an advanced degree is preferred Demonstrated success in leading cross-functional development teams using Agile frameworks (Scrum/Kanban), including hands-on ownership of sprint planning, backlog refinement, velocity tracking, and continuous-improvement ceremonies to deliver high-quality applications at pace. Significant expertise in leading application engineering teams Track record of working with stakeholders to develop innovative solutions that translate working processes into applications that add real value. Expert in influencing and motivating individuals and teams and used to operating up and down a multi-tiered management structure Beneficial to have experience building agentic solutions using Azure Open AI services and or Anthropic Claude. Strong experience managing work requests using the Scrum framework and utilising Azure DevOps to facilitate that work. Proficient in programming languages and tooling as follows: NET Core/.NET Framework, C# HTML / CSS / Javascript TypeScript, AngularJS, KnockoutJS QA tooling such as - Selenium, Playwright, Spectflow, Reqcnroll Azure DevOps, Git, Deployment Pipelines, Terraform Massaging Queues, API's: SOAP & REST Demonstrated expertise in building REST APIs for external clients Experience using industry standard product management tools and technologies, e.g. Aha, Miro & Visio Strong experience in managing and developing high-performing teams, with the ability to inspire and drive cross-functional collaboration. Strong analytical, strategic and commercial thinking skills, with a focus on translating working processes into applications that add real value. Strong problem-solving skills, attention to detail, and an ability to navigate complex processes and organizations Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels of the organization Experience with change management and leading digital transformation initiatives within an organization Experience in leading cross-functional initiatives, with strong communication skills, project management abilities, and organizational skills Confident engaging with investment teams, external asset managers and their underlying portfolio companies, to evaluate attractive investment opportunities on behalf of our funds & accounts This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager. Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply. Apply for this job indicates a required field First Name Last Name Preferred First Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf
IIBA (International Institute of Business Analysis)
Asset and Wealth Management (AWM) Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across AWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally. From collaborative work spaces and mindfulness classes to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office. Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. YOUR IMPACT We are looking for an Executive Director to join the Cross Markets Team ("CMT") in London that sits within the PWM Capital Markets team in the Private Wealth Management division. The Cross Markets Team is comprised of product specialists who provide investment ideas and trade execution in the equity, fixed income, currency and commodity ("FICC") markets. As the Credit Specialist within CMT, your role will include two key responsibilities. The first will be to underwrite the credit risk of our successful Structured Notes issuer platform and build a robust governance framework around issuer risk for the global PWM platform. The second responsibility will be to help supercharge the credit business in EMEA by providing support to both Private Wealth Advisors and clients in navigating the credit landscape. RESPONSIBILITIES Underwrite our Structured Notes issuer platform, ensuring good governance around issuer credit exposure for the Global PWM business Having a firm understanding of all of our current and prospective Structured Note issuers and associated credit risks Work closely with Private Wealth Advisors to support their PWM clients in credit product discussions Self-starter, with ability to work both independently and in a team-oriented environment and across group functions Present investment ideas and opportunities to PWM sales teams Liaise with our counterparts in Compliance, Legal and Management on a variety of projects Contribute to platform expansion and potentially the introduction of new product lines Work and learn from a well-established experienced team of Product Specialists, Portfolio Managers, and Investment Advisors EXPERIENCE / SKILLS: Ideally 10 - 15 years of experience as a credit analyst, specifically with Financials and structured credit Relevant bachelor's degree or equivalent qualification with an excellent academic record Strong interest in global financial markets & derivative instruments Strong quantitative, analytical and problem-solving skills Excellent communication and interpersonal skills Team orientated player Entrepreneurial and a demonstrated ability to think outside the box Attention to detail Ability to multi-task & work under pressure Solid work ethic and high levels of motivation Time management and the ability to prioritize Commitment to excellence and a high level of integrity ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Jun 10, 2025
Full time
Asset and Wealth Management (AWM) Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across AWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally. From collaborative work spaces and mindfulness classes to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office. Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. YOUR IMPACT We are looking for an Executive Director to join the Cross Markets Team ("CMT") in London that sits within the PWM Capital Markets team in the Private Wealth Management division. The Cross Markets Team is comprised of product specialists who provide investment ideas and trade execution in the equity, fixed income, currency and commodity ("FICC") markets. As the Credit Specialist within CMT, your role will include two key responsibilities. The first will be to underwrite the credit risk of our successful Structured Notes issuer platform and build a robust governance framework around issuer risk for the global PWM platform. The second responsibility will be to help supercharge the credit business in EMEA by providing support to both Private Wealth Advisors and clients in navigating the credit landscape. RESPONSIBILITIES Underwrite our Structured Notes issuer platform, ensuring good governance around issuer credit exposure for the Global PWM business Having a firm understanding of all of our current and prospective Structured Note issuers and associated credit risks Work closely with Private Wealth Advisors to support their PWM clients in credit product discussions Self-starter, with ability to work both independently and in a team-oriented environment and across group functions Present investment ideas and opportunities to PWM sales teams Liaise with our counterparts in Compliance, Legal and Management on a variety of projects Contribute to platform expansion and potentially the introduction of new product lines Work and learn from a well-established experienced team of Product Specialists, Portfolio Managers, and Investment Advisors EXPERIENCE / SKILLS: Ideally 10 - 15 years of experience as a credit analyst, specifically with Financials and structured credit Relevant bachelor's degree or equivalent qualification with an excellent academic record Strong interest in global financial markets & derivative instruments Strong quantitative, analytical and problem-solving skills Excellent communication and interpersonal skills Team orientated player Entrepreneurial and a demonstrated ability to think outside the box Attention to detail Ability to multi-task & work under pressure Solid work ethic and high levels of motivation Time management and the ability to prioritize Commitment to excellence and a high level of integrity ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Global Head of Marine Lines 121765 Working hours: This role is available on a part-time, job-share or full-time basis. Location: London Closing date for applications: 8th June 2025 The opportunity: We are seeking a highly experienced and motivated individual to join Zurich's Global Underwriting Leadership team as the Global Head of Marine. You'll be responsible for setting the strategic direction for Zurich's global marine portfolio to achieve profitability targets, growth and overseeing effective regional execution to deliver desired underwriting performance. Key Responsibilities : The role involves setting and overseeing the global marine underwriting strategy, monitoring market trends and regulatory developments, and working closely with underwriters to optimize performance. Ensuring our proposition, guidelines and capabilities are market leading to support profitable growth. Financial Accountability and Relationship Management : You'll hold ultimate accountability for financial results, develop relationships with key clients and brokers, and reinsurers, to support profitable portfolio growth. Collaboration and Support : The role requires close collaboration with key stakeholders such as Claims and Risk Engineering, supporting underwriters on complex deals, and delivering training to ensure continuous development of our underwriting teams. Skills and Experience Required : You'll need extensive experience in underwriting complex marine risks, a deep understanding of the global marine market, excellent leadership and communication skills, and strong English language proficiency. What will you be doing? Set and oversee execution of the global marine strategy. Monitor and analyse market trends and regulatory developments relevant for the construction sector and adjust the strategy accordingly. Work closely with marine underwriting teams in our Business Units. Provide effective leadership, specialist guidance and support to optimise performance of the global portfolio, ensuring appropriate portfolio strategies and effective tracking and monitoring of strategic execution. Hold ultimate accountability for financial results. Maintain principle-based Underwriting Guidelines and ensure propositions, guidelines and capabilities are market leading to support profitable growth Develop and maintain relationships with key clients and brokers to support profitable portfolio growth, and engage with reinsurers, regulators, and rating agencies as necessary. Support underwriters on the largest and most complex individual deals. Oversee the granting of marine underwriting authority based on observed technical capabilities. Ensure the development of appropriate capabilities to support underwriting requirements across marine lines and drive best practices. This includes creating a proactive and inclusive approach to talent management, succession planning and recruitment in line specific underwriting teams. Work closely with data and analytics teams to further improve granularity of portfolio insights to support trend analysis and informed decision making. What are we looking for? Extensive experience in underwriting marine risks and managing marine underwriting portfolios with a proven track record of developing and implementing underwriting strategies that drive profitable growth. Deep understanding of the marine market and regulatory landscape . Very strong portfolio management skills with the ability to leverage data-driven insights to support proactive, strategic decision making. Excellent leadership skills with the ability to lead, motivate and foster a culture of trust and accountability across teams located in different regions. Highly effective communicator with ability to influence and negotiate with senior internal and external stakeholders . Strong English language skills. What will you get in return? Everyone's different. That's why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non-contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday. As an inclusive employer we want to ensure that all candidates feel comfortable and are able to perform at their best during the interview. You'll have the opportunity to let us know of any reasonable adjustment or practical support needed when you apply. Who we are: At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we're creating a brighter future for our customers, our people and our planet. With over 55,000 employees in more than 170 countries, you'll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry. We've made a promise to each other and every employee; to focus on sustainable impact, to care about each other's wellbeing, to use our diverse expertise to be curious and optimistic and to develop the skills needed for our future. If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions - then Zurich could be just the place for you. Be part of something great. Our Culture: At Zurich, our sense of community is strong and we're particularly passionate about diversity and inclusion, which we've won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic. We've an environment that places a real importance on our people's wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We're also committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities. We're passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm,Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we've awarded grants and volunteered time to deserving causes in the UK valued at over £90 million. So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us. The financials 12% defined non-contributory pension scheme. Annual company bonus. Income Protection. Life cover - four times your salary. Time away 25 days holiday a year plus bank holidays. You can also request to swap UK bank holidays for days off that have cultural or religious significance to you. The option to buy up to an additional 20 days or sell some of your holiday. Three days paid volunteering. Up to 16 weeks' full pay for maternity, paternity and adoption leave. Your health is important to us Access to Private medical insurance. Virtual GP appointments. Discounted gym membership. Free flu jab. Access to a wealth of support from our wellbeing partners. We're making a difference Creating a brighter, more sustainable future underpins all that we do here in Zurich. We were the first insurer to sign the 'UN Business Ambition for 1.5 C' pledge. Our charitable arm, Zurich Community Trust, has awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.
Jun 09, 2025
Full time
Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Global Head of Marine Lines 121765 Working hours: This role is available on a part-time, job-share or full-time basis. Location: London Closing date for applications: 8th June 2025 The opportunity: We are seeking a highly experienced and motivated individual to join Zurich's Global Underwriting Leadership team as the Global Head of Marine. You'll be responsible for setting the strategic direction for Zurich's global marine portfolio to achieve profitability targets, growth and overseeing effective regional execution to deliver desired underwriting performance. Key Responsibilities : The role involves setting and overseeing the global marine underwriting strategy, monitoring market trends and regulatory developments, and working closely with underwriters to optimize performance. Ensuring our proposition, guidelines and capabilities are market leading to support profitable growth. Financial Accountability and Relationship Management : You'll hold ultimate accountability for financial results, develop relationships with key clients and brokers, and reinsurers, to support profitable portfolio growth. Collaboration and Support : The role requires close collaboration with key stakeholders such as Claims and Risk Engineering, supporting underwriters on complex deals, and delivering training to ensure continuous development of our underwriting teams. Skills and Experience Required : You'll need extensive experience in underwriting complex marine risks, a deep understanding of the global marine market, excellent leadership and communication skills, and strong English language proficiency. What will you be doing? Set and oversee execution of the global marine strategy. Monitor and analyse market trends and regulatory developments relevant for the construction sector and adjust the strategy accordingly. Work closely with marine underwriting teams in our Business Units. Provide effective leadership, specialist guidance and support to optimise performance of the global portfolio, ensuring appropriate portfolio strategies and effective tracking and monitoring of strategic execution. Hold ultimate accountability for financial results. Maintain principle-based Underwriting Guidelines and ensure propositions, guidelines and capabilities are market leading to support profitable growth Develop and maintain relationships with key clients and brokers to support profitable portfolio growth, and engage with reinsurers, regulators, and rating agencies as necessary. Support underwriters on the largest and most complex individual deals. Oversee the granting of marine underwriting authority based on observed technical capabilities. Ensure the development of appropriate capabilities to support underwriting requirements across marine lines and drive best practices. This includes creating a proactive and inclusive approach to talent management, succession planning and recruitment in line specific underwriting teams. Work closely with data and analytics teams to further improve granularity of portfolio insights to support trend analysis and informed decision making. What are we looking for? Extensive experience in underwriting marine risks and managing marine underwriting portfolios with a proven track record of developing and implementing underwriting strategies that drive profitable growth. Deep understanding of the marine market and regulatory landscape . Very strong portfolio management skills with the ability to leverage data-driven insights to support proactive, strategic decision making. Excellent leadership skills with the ability to lead, motivate and foster a culture of trust and accountability across teams located in different regions. Highly effective communicator with ability to influence and negotiate with senior internal and external stakeholders . Strong English language skills. What will you get in return? Everyone's different. That's why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non-contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday. As an inclusive employer we want to ensure that all candidates feel comfortable and are able to perform at their best during the interview. You'll have the opportunity to let us know of any reasonable adjustment or practical support needed when you apply. Who we are: At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we're creating a brighter future for our customers, our people and our planet. With over 55,000 employees in more than 170 countries, you'll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry. We've made a promise to each other and every employee; to focus on sustainable impact, to care about each other's wellbeing, to use our diverse expertise to be curious and optimistic and to develop the skills needed for our future. If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions - then Zurich could be just the place for you. Be part of something great. Our Culture: At Zurich, our sense of community is strong and we're particularly passionate about diversity and inclusion, which we've won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic. We've an environment that places a real importance on our people's wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We're also committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities. We're passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm,Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we've awarded grants and volunteered time to deserving causes in the UK valued at over £90 million. So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us. The financials 12% defined non-contributory pension scheme. Annual company bonus. Income Protection. Life cover - four times your salary. Time away 25 days holiday a year plus bank holidays. You can also request to swap UK bank holidays for days off that have cultural or religious significance to you. The option to buy up to an additional 20 days or sell some of your holiday. Three days paid volunteering. Up to 16 weeks' full pay for maternity, paternity and adoption leave. Your health is important to us Access to Private medical insurance. Virtual GP appointments. Discounted gym membership. Free flu jab. Access to a wealth of support from our wellbeing partners. We're making a difference Creating a brighter, more sustainable future underpins all that we do here in Zurich. We were the first insurer to sign the 'UN Business Ambition for 1.5 C' pledge. Our charitable arm, Zurich Community Trust, has awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.
IIBA (International Institute of Business Analysis)
About the Role: Grade Level (for internal use): 12 Note to candidates: Only candidates with valid rights to work in the UK would be considered for the role The Team: The EMEA Commodities team comprises about 10 credit analysts based in various European offices and covering a wide range of oil & gas, mining, and metals companies. The position is in London. The Impact: You will provide key stakeholders with our value-added credit story on commodities companies through insightful opinions and strong analysis. You will analyze a portfolio of commodities companies, primarily based in the UK and non-EU countries. This position involves meeting with issuers and investors on analytical matters, leading market education efforts, participating to research efforts of the global Commodities team and taking the lead at external meetings related to credits. What you stand to Gain: As an Associate Director/ Senior Analyst, you can learn from and influence the fast-moving capital markets via the credit opinions and market research that we publish." You will also engage with senior management (incl CFOs and Heads of Treasury) at the companies we rate and build independent views that feed into rating committee decisions." Responsibilities: Perform full credit analysis (including industry's changing dynamics and emerging trends, financial modeling, liquidity, capital structure and recovery analysis) for determining ratings on commodities companies and their debt issues Being responsible for credit recommendations in rating committees Publishing press releases, company-specific reports, and industry commentaries in a fast-paced environment with publication deadlines Continuous monitoring of operating performance of rated companies, including review of public filings and private information supplied by issuers, and participation in issuers meetings. Effectively communicating to C-Suite issuers and high-profile investors on S&P Global Ratings' methodology and analytical views Contributing to S&P Global Ratings' global and regional analytical sectoral forums, and authoring related commentaries What We're Looking For: We are happy to consider candidates for the Associate Director level ( A S&P employee at this level would typically have 7-10 years of experience in corporate credit analysis) or the Senior Analyst level (previously titled Associate, typically about 4-6 years of experience) Masters' degree, ideally with Finance, Accounting or Economics background. CFA charter is a plus Good understanding of financial and capital markets, macro-economics and changing business environments. Strong interest in, and knowledge of, global commodities markets (oil, gas, minerals etc ). Good understanding on how sustainability trends affect credit quality You ideally have prior credit analytics experience covering nonfinancial corporates, either in another credit rating agency, an investment bank, an asset manager, or another relevant institution Strong financial statement analysis and modeling skills, good accounting knowledge Strong interpersonal and communication skills A demonstrated ability to give effective presentations to and interact with senior executives and high-profile investors. A highly motivated team player who can work autonomously in a global, multi-cultural and fast-paced environment. Ability to work under pressure, with tight deadline, and in a regulated environment Ability to undertake rigorous analytical work and be proficient at writing analytical reports in English. About S&P Global Ratings At S&P Global Ratings, our analyst-driven credit ratings, research, and sustainable finance opinions provide critical insights that are essential to translating complexity into clarity so market participants can uncover opportunities and make decisions with conviction. By bringing transparency to the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments, and institutions. S&P Global Ratings is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence , pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all. S&P Global has a Securities Disclosure and Trading Policy (the Policy) that seeks to mitigate conflicts of interest by monitoring and placing restrictions on personal securities holding and trading. The Policy is designed to promote compliance with global regulations. In some Divisions, pursuant to the Policy's requirements, candidates at S&P Global may be asked to disclose securities holdings. Some roles may include a trading prohibition and remediation of positions when there is an effective or potential conflict of interest. Employment at S&P Global is contingent upon compliance with the Policy. - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to:" "and your request will be forwarded to the appropriate person." US Candidates Only: The EEO is the Law Poster " describes discrimination protections under federal law. - . click apply for full job details
Jun 09, 2025
Full time
About the Role: Grade Level (for internal use): 12 Note to candidates: Only candidates with valid rights to work in the UK would be considered for the role The Team: The EMEA Commodities team comprises about 10 credit analysts based in various European offices and covering a wide range of oil & gas, mining, and metals companies. The position is in London. The Impact: You will provide key stakeholders with our value-added credit story on commodities companies through insightful opinions and strong analysis. You will analyze a portfolio of commodities companies, primarily based in the UK and non-EU countries. This position involves meeting with issuers and investors on analytical matters, leading market education efforts, participating to research efforts of the global Commodities team and taking the lead at external meetings related to credits. What you stand to Gain: As an Associate Director/ Senior Analyst, you can learn from and influence the fast-moving capital markets via the credit opinions and market research that we publish." You will also engage with senior management (incl CFOs and Heads of Treasury) at the companies we rate and build independent views that feed into rating committee decisions." Responsibilities: Perform full credit analysis (including industry's changing dynamics and emerging trends, financial modeling, liquidity, capital structure and recovery analysis) for determining ratings on commodities companies and their debt issues Being responsible for credit recommendations in rating committees Publishing press releases, company-specific reports, and industry commentaries in a fast-paced environment with publication deadlines Continuous monitoring of operating performance of rated companies, including review of public filings and private information supplied by issuers, and participation in issuers meetings. Effectively communicating to C-Suite issuers and high-profile investors on S&P Global Ratings' methodology and analytical views Contributing to S&P Global Ratings' global and regional analytical sectoral forums, and authoring related commentaries What We're Looking For: We are happy to consider candidates for the Associate Director level ( A S&P employee at this level would typically have 7-10 years of experience in corporate credit analysis) or the Senior Analyst level (previously titled Associate, typically about 4-6 years of experience) Masters' degree, ideally with Finance, Accounting or Economics background. CFA charter is a plus Good understanding of financial and capital markets, macro-economics and changing business environments. Strong interest in, and knowledge of, global commodities markets (oil, gas, minerals etc ). Good understanding on how sustainability trends affect credit quality You ideally have prior credit analytics experience covering nonfinancial corporates, either in another credit rating agency, an investment bank, an asset manager, or another relevant institution Strong financial statement analysis and modeling skills, good accounting knowledge Strong interpersonal and communication skills A demonstrated ability to give effective presentations to and interact with senior executives and high-profile investors. A highly motivated team player who can work autonomously in a global, multi-cultural and fast-paced environment. Ability to work under pressure, with tight deadline, and in a regulated environment Ability to undertake rigorous analytical work and be proficient at writing analytical reports in English. About S&P Global Ratings At S&P Global Ratings, our analyst-driven credit ratings, research, and sustainable finance opinions provide critical insights that are essential to translating complexity into clarity so market participants can uncover opportunities and make decisions with conviction. By bringing transparency to the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments, and institutions. S&P Global Ratings is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence , pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all. S&P Global has a Securities Disclosure and Trading Policy (the Policy) that seeks to mitigate conflicts of interest by monitoring and placing restrictions on personal securities holding and trading. The Policy is designed to promote compliance with global regulations. In some Divisions, pursuant to the Policy's requirements, candidates at S&P Global may be asked to disclose securities holdings. Some roles may include a trading prohibition and remediation of positions when there is an effective or potential conflict of interest. Employment at S&P Global is contingent upon compliance with the Policy. - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to:" "and your request will be forwarded to the appropriate person." US Candidates Only: The EEO is the Law Poster " describes discrimination protections under federal law. - . click apply for full job details