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A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

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 Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. As experts on a wide number of issues, our Quality Review & Support team (QRST) within the Audit Quality Department (AQD) provides support to our client-facing specialists in audit/assurance. From performing independent quality reviews on a selection of our listed and PIE audits, to being on-hand to help with complex enquiries, QRST is tasked with helping our team meet their reporting requirements and consistently deliver high quality audits. As part of this supportive and knowledgeable team, you'll have a chance to use and develop your technical skills and experience, find solutions to complex audit technical matters and contribute daily to the firm's commitment to deliver high quality output. Learn on the job. Lead and manage projects. Build a network of experienced specialists. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. We're looking for a Senior Manager with Financial Services experience to work within its Quality Review & Support team . The individual will help our teams deliver high quality audits by performing targeted reviews on our public interest entities (PIEs), challenging audits throughout the audit cycle, providing coaching and support to promote consistent high quality audits. You'll also: Perform in-flight reviews of audits at every stage from planning through to completion and reporting, identifying ways to improve audit quality Determine areas of focus for reviews, liaising with the QRST Director to agree approach Proactively discuss audit quality matters with teams and help develop strategies to deliver high audit quality audits Challenge the execution of audit procedures and documentation of audit work performed Support and coach teams to implement identified improvements in audit quality Identify issues and matters where firm-wide action may be required, in conjunction with the Director of the QRST Contribute to the development of training and guidance on performing high quality audits Provide clear and practical solutions to ad hoc audit quality queries Get the opportunity to contribute to the wider audit quality agenda by getting involved in a variety of audit quality initiatives lead by the wider Audit Quality Improvement team You'll be someone with: A Keen interest in Audit Quality Excellent practical and technical auditing experience particularly on more complex audits Good working knowledge of IFRS Ability and willingness to assertively challenge and influence more senior individuals and peers Ability to think innovatively and creatively to identify ways to improve audit quality Attention to detail Strong written and oral communication skills Effective project management Desirable: Experience of performing audit quality reviews (pre or post audit opinion) Desirable: IFRS9 or IFRS17 expertise 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 ati 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 Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. As experts on a wide number of issues, our Quality Review & Support team (QRST) within the Audit Quality Department (AQD) provides support to our client-facing specialists in audit/assurance. From performing independent quality reviews on a selection of our listed and PIE audits, to being on-hand to help with complex enquiries, QRST is tasked with helping our team meet their reporting requirements and consistently deliver high quality audits. As part of this supportive and knowledgeable team, you'll have a chance to use and develop your technical skills and experience, find solutions to complex audit technical matters and contribute daily to the firm's commitment to deliver high quality output. Learn on the job. Lead and manage projects. Build a network of experienced specialists. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. We're looking for a Senior Manager with Financial Services experience to work within its Quality Review & Support team . The individual will help our teams deliver high quality audits by performing targeted reviews on our public interest entities (PIEs), challenging audits throughout the audit cycle, providing coaching and support to promote consistent high quality audits. You'll also: Perform in-flight reviews of audits at every stage from planning through to completion and reporting, identifying ways to improve audit quality Determine areas of focus for reviews, liaising with the QRST Director to agree approach Proactively discuss audit quality matters with teams and help develop strategies to deliver high audit quality audits Challenge the execution of audit procedures and documentation of audit work performed Support and coach teams to implement identified improvements in audit quality Identify issues and matters where firm-wide action may be required, in conjunction with the Director of the QRST Contribute to the development of training and guidance on performing high quality audits Provide clear and practical solutions to ad hoc audit quality queries Get the opportunity to contribute to the wider audit quality agenda by getting involved in a variety of audit quality initiatives lead by the wider Audit Quality Improvement team You'll be someone with: A Keen interest in Audit Quality Excellent practical and technical auditing experience particularly on more complex audits Good working knowledge of IFRS Ability and willingness to assertively challenge and influence more senior individuals and peers Ability to think innovatively and creatively to identify ways to improve audit quality Attention to detail Strong written and oral communication skills Effective project management Desirable: Experience of performing audit quality reviews (pre or post audit opinion) Desirable: IFRS9 or IFRS17 expertise 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 ati 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 Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. As experts on a wide number of issues, our Quality Review & Support team (QRST) within the Audit Quality Department (AQD) provides support to our client-facing specialists in audit/assurance. From performing independent quality reviews on a selection of our listed and PIE audits, to being on-hand to help with complex enquiries, QRST is tasked with helping our team meet their reporting requirements and consistently deliver high quality audits. As part of this supportive and knowledgeable team, you'll have a chance to use and develop your technical skills and experience, find solutions to complex audit technical matters and contribute daily to the firm's commitment to deliver high quality output. Learn on the job. Lead and manage projects. Build a network of experienced specialists. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. We're looking for a Senior Manager with Financial Services experience to work within its Quality Review & Support team . The individual will help our teams deliver high quality audits by performing targeted reviews on our public interest entities (PIEs), challenging audits throughout the audit cycle, providing coaching and support to promote consistent high quality audits. You'll also: Perform in-flight reviews of audits at every stage from planning through to completion and reporting, identifying ways to improve audit quality Determine areas of focus for reviews, liaising with the QRST Director to agree approach Proactively discuss audit quality matters with teams and help develop strategies to deliver high audit quality audits Challenge the execution of audit procedures and documentation of audit work performed Support and coach teams to implement identified improvements in audit quality Identify issues and matters where firm-wide action may be required, in conjunction with the Director of the QRST Contribute to the development of training and guidance on performing high quality audits Provide clear and practical solutions to ad hoc audit quality queries Get the opportunity to contribute to the wider audit quality agenda by getting involved in a variety of audit quality initiatives lead by the wider Audit Quality Improvement team You'll be someone with: A Keen interest in Audit Quality Excellent practical and technical auditing experience particularly on more complex audits Good working knowledge of IFRS Ability and willingness to assertively challenge and influence more senior individuals and peers Ability to think innovatively and creatively to identify ways to improve audit quality Attention to detail Strong written and oral communication skills Effective project management Desirable: Experience of performing audit quality reviews (pre or post audit opinion) Desirable: IFRS9 or IFRS17 expertise 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 ati 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 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.

Paraplanning Manager Team: Technical Operations Reporting to: Head of Technical Operations ?AFH Wealth Management is proud to be one?of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people click apply for full job details

We are seeking a Head of Compliance Monitoring to join a recently acquired Wealth Management firm. Our client is a prominent provider of pension schemes and investment platforms, offering comprehensive business process outsourcing, technology solutions, and full-spectrum front-to-back office support services. Responsibilities: Design an annual monitoring plan to ensure all areas are covered in accordance with regulatory expectations and client requirements. Consider higher risk areas in the monitoring plan after discussions with senior management. Develop or oversee detailed monitoring programmes across relevant areas, ensuring updates when regulations or SOPs change. Coordinate with relevant areas and allocate staff (UK & offshore) to execute monitoring activities. Review findings, distinguish between system issues and regulatory breaches, and decide on reporting procedures. Investigate breaches and issues, recommend remedial actions, and enhance SOPs and controls. Discuss findings with management and issue reports. Ensure follow-up actions are implemented effectively. Manage, mentor, and train UK and offshore teams. Assist in client visits as needed. Essential skills & experience required: Experience in compliance monitoring or audit within retail investments, with the ability to quickly learn pensions regulations if not previously covered. Proven experience in the Wealth, Investment, or Asset Management industry. Level 4 Diploma in Financial Planning is advantageous. Previous staff management experience, including resource allocation. Expert knowledge of regulations and their application across relevant business activities. Ability to work independently and under pressure. Organized and efficient work approach. Strong written and verbal communication skills. Credible, assertive, and professional demeanor. Discretion, tact, resilience, and influencing skills. Ability to engage with internal stakeholders and regulators effectively. Commitment to customer interests and high standards of market conduct. Location: Hybrid (London/Reading office 2-3 times per week) Momenta is a UK market-leading financial services resourcing business, offering excellent career development opportunities. If you possess the relevant skills and experience, apply today to join a company dedicated to quality resources, consulting expertise, and people development in financial services.

Senior New Business Sales Specialist - FinTech Location: London (primarily client-facing with flexible office/home-based work) Reporting To: Sales Director Salary: c. 80,000 Base Salary, with Double OTE (Uncapped Commission) Senior New Business Sales Specialist - Banking SaaS Location: London (primarily client-facing with flexible office/home-based work) Reporting To: Sales Director Salary: c. 80,000 Base Salary, with Double OTE (Uncapped Commission) Our client is a rapidly scaling, innovative FinTech company revolutionising the financial services industry with their cutting-edge SaaS platform. Specialising in modern banking software, they empower financial institutions globally to enhance operational efficiency, accelerate digital transformation, and meet complex regulatory demands. As a scale-up, they offer a dynamic, agile, and high-impact environment where entrepreneurial spirit and significant growth opportunities are highly valued. The Opportunity This is a pivotal Senior New Business Sales Specialist role for a driven and highly experienced professional to significantly contribute to our client's ambitious growth trajectory. As part of our strategic plan to meet our aggressive growth targets over the next three years, we are expanding our high-performing sales team. You will be responsible for spearheading new logo acquisition within the financial services sector, specifically targeting banks, investment banks, and wealth management firms . This isn't a role for the faint-hearted; it demands a proactive, "hunter" mentality, requiring you to actively penetrate new accounts, uncover complex opportunities, and drive significant deals from inception to close. Key Responsibilities New Logo Acquisition: Identify, prospect, and secure new enterprise-level clients within the banking, investment banking, and wealth management sectors across the UK and potentially EMEA. End-to-End Sales Cycle Management: Own the entire sales process from lead generation, qualification, discovery, solution presentation, negotiation, and contract closure for deals ranging up to 5M+ in annual contract value. Proactive Market Engagement: Demonstrate an exceptional ability to "hunt" for new business by actively networking, attending industry events, leveraging professional connections, and conducting strategic outreach to C-level executives and key decision-makers. You'll be expected to be highly proactive in getting out to meet people, network, and uncover opportunities. Solution Selling: Develop a deep understanding of our client's SaaS platform and articulate its value proposition tailored to the specific needs and challenges of financial institutions. Conduct compelling presentations and product demonstrations. Strategic Account Planning: Develop and execute comprehensive account plans to identify key stakeholders, understand organisational structures, and build multi-threaded relationships within target accounts. Pipeline Management: Maintain a robust and accurate sales pipeline in the CRM (e.g., Salesforce), providing regular forecasts and updates to leadership. Collaboration: Work closely with pre-sales, product, marketing, and legal teams to ensure seamless client engagement and solution delivery. Market Intelligence: Stay abreast of industry trends, competitor activities, and regulatory changes to identify new market opportunities and inform sales strategies. What You'll Bring Extensive Enterprise SaaS Sales Experience: 7+ years of demonstrated success in a new business, quota-carrying sales role, specifically selling SaaS solutions into financial services organisations . FinTech Domain Expertise: Direct experience selling banking software as a service (SaaS), or highly relevant experience in payments, regulatory technology (RegTech), or core banking platforms is essential. Deal Closer: A demonstrable track record of successfully identifying, negotiating, and closing complex enterprise-level deals, including experience with deal values ranging from initially 0 to 1 Million, and with the potential to selling from 1 Million to 5 Million+. "Hunter" Mentality: You are highly proactive, self-motivated, and possess a tenacious drive to prospect, generate leads, and penetrate new accounts without sole reliance on inbound leads. You are comfortable and effective actively seeking out and fostering new client relationships. Stability & Commitment: We are seeking individuals who demonstrate a consistent and successful career trajectory, evidenced by meaningful tenure in previous sales roles. You value building long-term success and impact within an organisation. Exceptional Communication & Influence: Outstanding verbal and written communication, presentation, and negotiation skills, with the ability to engage confidently at C-level and across all levels of a financial institution. Strategic Thinker: Ability to understand complex business challenges, articulate sophisticated technical solutions, and align them with client strategic objectives. Results-Oriented & Resilient: A strong work ethic, a resilient attitude, and an unwavering commitment to exceeding sales targets.

Role Overview: Our Sport and Inclusion Tutor will lead, deliver and develop our intervention programmes, focusing on mentoring young people accessing our Tackle LIFE and Be You programmes. They will bring a wealth of teaching or youth work to our charity and use this experience to support some of the county s most vulnerable young people. A normal week would include tutoring, sports delivery, and activities such as rock climbing and canoeing. It will also involve project management, as well as classroom coaching such as leadership and communication activities and working with the wider Foundation team to grow our reach in the local community. The Person: It is important to us at Blues Foundation that we bring the right people into our environment. The successful candidate must be able to demonstrate an ability to actively and consistently exhibit the new Blues Family values; Passion, Adaptability, Unity, Sustainability and Enjoyment. Working within a fast-paced and agile charity, the post holder will need to think on their feet, effectively prioritise their workload, and attack challenges head on. Applicants should have a strong work ethic and can-do attitude. Responsibilities: - Lead the delivery and design of our education and intervention programmes Tackle LIFE and Be You, focusing on personal development, as well as physical and mental wellbeing. - Create and deliver a range of high quality and engaging sports sessions and workshops for all ages, both classroom and practical activities, following structured curriculum appropriate content written by Blues Foundation. - Have a strong understanding and experience with young people on a range of levels. Delivery will engage young people with some behavioral and/or emotional challenges, as well as some special educational needs and disabilities (SEND). - Project manage elements of our programmes, planning and preparing for each session, including liaising and negotiating with internal and external partners. - Provide CPD to team members, supporting their understanding of delivery to a range of audiences. - Practice high standards of health and safety and safeguarding, and understand the protocols and procedures needed to provide a safe and inclusive session. - Proactively seek opportunities to grow their area of work and drive income into the charity through services. - Responsible for data collection and report in all projects associated to their delivery programmes, including weekly report writing to schools. - Work with our Education Manager and lead Blues Foundation holiday camps, providing high quality coaching and provision. - Promote Blues Foundation at local events and play a key role within our fundraising initiatives, providing valuable support during events and campaigns to drive donations to our charity, this includes matchday activities where appropriate. - The successful candidate should also understand the relationship with Bedford Blues RFC and Blues Foundation. - Carry out other duties for Blues Foundation as and when required by management, not limited to the above. Responsible to: - The Sport and Inclusion Tutor will report to our Education Manager. The role will be based at various locations around Bedford and surrounding areas, therefore the ability to travel is essential. Essential skills and experience: - Experience in mentoring young people with a range of needs and managing complex behaviour issues. - Experience of delivering inclusive sporting activities to children with a range of disabilities ranging from mild to complex. - Experience of delivering sport in Primary, Middle and Secondary School environments. - Experience in delivering a wide variety of high-quality classroom and practical based activities, as well as flexibility to adapt to the needs and challenges presented by the variety of young people. - Experience and ability to communicate professionally across different levels including young people, school and college professionals, funders, and other key partners. - Ability to deliver to a high standard and to the values of Blues Foundation, as well as an ability to contribute to wider work and impact of Blues Foundation. - Ability to work and deliver in a team environment, as well as individually. The successful candidate should be motivated, demonstrate a positive attitude towards the work of the Foundation. - Understanding and/or experience in the education sector, secondary experience is desirable. - Ability to develop strong relationships with colleagues and learners. Qualifications: - Degree or equivalent level qualification desirable but not essential. - QTS, PGCE or other teaching qualifications would be desirable. - Level 2 coaching award or equivalent experience. - Full and clean driving license. - Valid Emergency First Aid and Safeguarding qualifications desirable. - Sector relevant qualifications are desirable. Benefits: - Access to continuous training and qualifications. - Progression opportunities for the right person. - Staff discount at Bedford Blues shop. - 25 days holiday plus bank holidays (pro-rata). - Additional day off for your birthday! Blues Foundation are an equal opportunities employer, we will consider any reasonable adjustments under the terms of the Equality Act (2010) to enable an applicant with a disability (as defined under the Act) to meet the requirements of the post. Blues Foundation may make adjustments or changes to the job description, role or grading at their discretion and will be communicated with the post holder appropriately. The role will be subject to an enhanced Disclosure and Barring Service check. A full and clean driving license is essential for this role.

We are seeking a Head of Compliance Monitoring to join a recently acquired Wealth Management firm. Our client is a prominent provider of pension schemes and investment platforms, offering comprehensive business process outsourcing, technology solutions, and full-spectrum front-to-back office support services. Responsibilities: Design an annual monitoring plan to ensure all areas are covered in accordance with regulatory expectations and client requirements. Consider higher risk areas in the monitoring plan after discussions with senior management. Develop or oversee detailed monitoring programmes across relevant areas, ensuring updates when regulations or SOPs change. Coordinate with relevant areas and allocate staff (UK & offshore) to execute monitoring activities. Review findings, distinguish between system issues and regulatory breaches, and decide on reporting procedures. Investigate breaches and issues, recommend remedial actions, and enhance SOPs and controls. Discuss findings with management and issue reports. Ensure follow-up actions are implemented effectively. Manage, mentor, and train UK and offshore teams. Assist in client visits as needed. Essential skills & experience required: Experience in compliance monitoring or audit within retail investments, with the ability to quickly learn pensions regulations if not previously covered. Proven experience in the Wealth, Investment, or Asset Management industry. Level 4 Diploma in Financial Planning is advantageous. Previous staff management experience, including resource allocation. Expert knowledge of regulations and their application across relevant business activities. Ability to work independently and under pressure. Organized and efficient work approach. Strong written and verbal communication skills. Credible, assertive, and professional demeanor. Discretion, tact, resilience, and influencing skills. Ability to engage with internal stakeholders and regulators effectively. Commitment to customer interests and high standards of market conduct. Location: Hybrid (London/Reading office 2-3 times per week) Momenta is a UK market-leading financial services resourcing business, offering excellent career development opportunities. If you possess the relevant skills and experience, apply today to join a company dedicated to quality resources, consulting expertise, and people development in financial services.

Senior New Business Sales Specialist - Banking SaaS Location: London (primarily client-facing with flexible office/home-based work) Reporting To: Sales Director Salary: c. 80,000 Base Salary, with Double OTE (Uncapped Commission) Our client is a rapidly scaling, innovative FinTech company revolutionising the financial services industry with their cutting-edge SaaS platform. Specialising in modern banking software, they empower financial institutions globally to enhance operational efficiency, accelerate digital transformation, and meet complex regulatory demands. As a scale-up, they offer a dynamic, agile, and high-impact environment where entrepreneurial spirit and significant growth opportunities are highly valued. The Opportunity This is a pivotal Senior New Business Sales Specialist role for a driven and highly experienced professional to significantly contribute to our client's ambitious growth trajectory. As part of our strategic plan to meet our aggressive growth targets over the next three years, we are expanding our high-performing sales team. You will be responsible for spearheading new logo acquisition within the financial services sector, specifically targeting banks, investment banks, and wealth management firms . This isn't a role for the faint-hearted; it demands a proactive, "hunter" mentality, requiring you to actively penetrate new accounts, uncover complex opportunities, and drive significant deals from inception to close. Key Responsibilities New Logo Acquisition: Identify, prospect, and secure new enterprise-level clients within the banking, investment banking, and wealth management sectors across the UK and potentially EMEA. End-to-End Sales Cycle Management: Own the entire sales process from lead generation, qualification, discovery, solution presentation, negotiation, and contract closure for deals ranging up to 5M+ in annual contract value. Proactive Market Engagement: Demonstrate an exceptional ability to "hunt" for new business by actively networking, attending industry events, leveraging professional connections, and conducting strategic outreach to C-level executives and key decision-makers. You'll be expected to be highly proactive in getting out to meet people, network, and uncover opportunities. Solution Selling: Develop a deep understanding of our client's SaaS platform and articulate its value proposition tailored to the specific needs and challenges of financial institutions. Conduct compelling presentations and product demonstrations. Strategic Account Planning: Develop and execute comprehensive account plans to identify key stakeholders, understand organisational structures, and build multi-threaded relationships within target accounts. Pipeline Management: Maintain a robust and accurate sales pipeline in the CRM (e.g., Salesforce), providing regular forecasts and updates to leadership. Collaboration: Work closely with pre-sales, product, marketing, and legal teams to ensure seamless client engagement and solution delivery. Market Intelligence: Stay abreast of industry trends, competitor activities, and regulatory changes to identify new market opportunities and inform sales strategies. What You'll Bring Extensive Enterprise SaaS Sales Experience: 7+ years of demonstrated success in a new business, quota-carrying sales role, specifically selling SaaS solutions into financial services organisations . FinTech Domain Expertise: Direct experience selling banking software as a service (SaaS), or highly relevant experience in payments, regulatory technology (RegTech), or core banking platforms is essential. Deal Closer: A demonstrable track record of successfully identifying, negotiating, and closing complex enterprise-level deals, including experience with deal values ranging from initially 0 to 1 Million, and with the potential to selling from 1 Million to 5 Million+. "Hunter" Mentality: You are highly proactive, self-motivated, and possess a tenacious drive to prospect, generate leads, and penetrate new accounts without sole reliance on inbound leads. You are comfortable and effective actively seeking out and fostering new client relationships. Stability & Commitment: We are seeking individuals who demonstrate a consistent and successful career trajectory, evidenced by meaningful tenure in previous sales roles. You value building long-term success and impact within an organisation. Exceptional Communication & Influence: Outstanding verbal and written communication, presentation, and negotiation skills, with the ability to engage confidently at C-level and across all levels of a financial institution. Strategic Thinker: Ability to understand complex business challenges, articulate sophisticated technical solutions, and align them with client strategic objectives. Results-Oriented & Resilient: A strong work ethic, a resilient attitude, and an unwavering commitment to exceeding sales targets. To Apply Please submit your CV, ensuring it clearly articulates your direct sales experience within FinTech/Financial Services SaaS. We encourage you to detail the specific solutions you have sold, your target market, and crucially, the typical deal sizes you have successfully closed, providing concrete examples that showcase your suitability for this role. Applications that clearly tell the story of your sales achievements will be highly valued.

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 .