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head of wealth planning
Lombard Odier
Head of Wealth Planning
Lombard Odier
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.
Jun 26, 2025
Full time
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.
BDO UK
Audit Quality Review & Support Team Senior Manager - Financial Services
BDO UK Reading, Berkshire
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.
Jun 26, 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 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.
Barclays Bank Plc
Regulated Supervisor
Barclays Bank Plc
Join us as a Regulated Supervisor in our Private Banking team based in London. As a Barclays Regulated Supervisor you will take on the responsibility for the regulated supervision & development of Private Bankers, leading key initiatives & providing SME expertise to support the business. You will instil a strong risk and controls culture within the team, ensuring sales and suitability standards are met at all times and that client interactions are appropriate and reflected in high quality record-keeping and observations. Essential skills needed for the role: RDR level 4 qualification Strong risk and control background First-class written and oral communication skills - must be able to communicate clearly and credibly with senior stakeholders Desirable skills needed for the role: Supervisory experience Risk management background You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role Focus on the supervision, coaching and development of Private Bankers; pre and post achieving investment advisory competence, aligned with investment sales and suitability framework in the Private Bank, leading key initiatives and providing SME expertise to support the business. Accountabilities Supervision of regulated private bankers, including coaching and developing pre and post achieving investment advisory competence, regulated supervision, 121s, observations, coaching and feedback, supporting process evolution and data analysis, escalating risks and issues as required. Accountable for embedding risk and control culture as well as the output of private bankers outside of your direct leadership. Driving a client-centric culture by ensuring the team consistently delivers an exceptional client experience and ensuring sales and suitability standards are met at all times and that client interactions are appropriate and reflected in high quality record-keeping and observations. Work alongside Market and Segment Heads to maintain up-to-date functional knowledge, and insight into external market developments. Work in partnership with stakeholders to deliver the business strategy through supervision Oversees the implementation of the sales & suitability framework in partnership with the team leader. Leading co-ordination between functions to ensure efficient and effective delivery of required services to the banker and clients, escalating to the Team Leader where relevant. Ensure bankers are in compliance with Barclays' policy and standards of client service, regulatory and compliance requirements, internal control and risk management frameworks, front-office procedures, AML/KYC requirements, product delivery and operating model. Faces off to Private Bank and Wealth Management Team leaders, Private Bankers and a range of stakeholders and business partners (Platform, Service Delivery, Operations, Risk, and Proposition teams) on behalf of the teams at relevant Business Forums including Operations, Change, Risk & Governance. Live supervisions with financially sophisticated clients, including instances of needing to intervene and support the Private Banker to get the client meetings back on track, in line with the Client Advisory Framework (CAF), Barclays Values and aligned to Consumer Duty Principles. Assimilates complex client information, investment analysis, regulatory frameworks and bank's internal guidelines in order to confirm the work of bankers being supervised and the solution being proposed is appropriate Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jun 26, 2025
Full time
Join us as a Regulated Supervisor in our Private Banking team based in London. As a Barclays Regulated Supervisor you will take on the responsibility for the regulated supervision & development of Private Bankers, leading key initiatives & providing SME expertise to support the business. You will instil a strong risk and controls culture within the team, ensuring sales and suitability standards are met at all times and that client interactions are appropriate and reflected in high quality record-keeping and observations. Essential skills needed for the role: RDR level 4 qualification Strong risk and control background First-class written and oral communication skills - must be able to communicate clearly and credibly with senior stakeholders Desirable skills needed for the role: Supervisory experience Risk management background You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role Focus on the supervision, coaching and development of Private Bankers; pre and post achieving investment advisory competence, aligned with investment sales and suitability framework in the Private Bank, leading key initiatives and providing SME expertise to support the business. Accountabilities Supervision of regulated private bankers, including coaching and developing pre and post achieving investment advisory competence, regulated supervision, 121s, observations, coaching and feedback, supporting process evolution and data analysis, escalating risks and issues as required. Accountable for embedding risk and control culture as well as the output of private bankers outside of your direct leadership. Driving a client-centric culture by ensuring the team consistently delivers an exceptional client experience and ensuring sales and suitability standards are met at all times and that client interactions are appropriate and reflected in high quality record-keeping and observations. Work alongside Market and Segment Heads to maintain up-to-date functional knowledge, and insight into external market developments. Work in partnership with stakeholders to deliver the business strategy through supervision Oversees the implementation of the sales & suitability framework in partnership with the team leader. Leading co-ordination between functions to ensure efficient and effective delivery of required services to the banker and clients, escalating to the Team Leader where relevant. Ensure bankers are in compliance with Barclays' policy and standards of client service, regulatory and compliance requirements, internal control and risk management frameworks, front-office procedures, AML/KYC requirements, product delivery and operating model. Faces off to Private Bank and Wealth Management Team leaders, Private Bankers and a range of stakeholders and business partners (Platform, Service Delivery, Operations, Risk, and Proposition teams) on behalf of the teams at relevant Business Forums including Operations, Change, Risk & Governance. Live supervisions with financially sophisticated clients, including instances of needing to intervene and support the Private Banker to get the client meetings back on track, in line with the Client Advisory Framework (CAF), Barclays Values and aligned to Consumer Duty Principles. Assimilates complex client information, investment analysis, regulatory frameworks and bank's internal guidelines in order to confirm the work of bankers being supervised and the solution being proposed is appropriate Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Commercial Manager - Building Services
Multiplex
Jobtype: Full Time Location: UK - London Category: Commercial Interested in shaping skylines across the globe? Multiplex is a premier construction company with a simple purpose: to construct a better future. As part of our team, you'll have the opportunity to help deliver some of the world's most iconic projects, supported by approachable leadership and an inclusive culture that puts our people first. You will also have access to a range of holistic benefits including: Discretionary annual bonus, 8% company contribution pension, 25 days annual leave + holiday buy options. Single private medical cover, employee assistance programme, and virtual GP service Competitive parental leave Several flexible benefits from season ticket loans, discounted gym memberships to a cycle to work scheme. Professional career development opportunities and a wealth of learning offerings through the Multiplex Learning Academy. An industry-leading approach to flexible work to enable better work-life balance. Who we're looking for: Our people are united by a common belief: that we can outperform in everything we do. What is the overall job? We are currently recruiting for MEP Commercial Managers. You will oversee and carry out all surveying activity in relation to M&E package, working closely with design, planning and construction teams. We'll look to you to ensure forecasted project margins are met, documentation is prepared and quality assurance processes and systems are respected. Key responsibilities and experience will include: To ensure site supervisory staff are aware of the project's scope of works and inclusions in tender packages Preparing tender packages for M&E subcontract works Prepare documents required for the procurement of sub- contractors Prepare contracts and documents for inclusion in tender packages Ensure that the month on month cash position is positive and the forecasted project margin is met or exceeded. Prepare forecasts and report on financial status and cash flow. Administer subcontracts to include payments and claims and submitting progress claims to the client. Maintain strong relationships with Clients, subcontractors, suppliers and consultants. Administer the head contract to include assessment of works completed and where time extensions are needed. What do I need to be successful in this role? The suitable candidate will have a degree in quantity surveying or equivalent and a quantity surveying background in construction. Other keys skills and experience will include: Knowledge of the M&Emarket including costs of labour & resources and the M&E product market. Background in Construction or Building & ability to read drawings / plans Experience of M&E Quantity Surveying and financial knowledge of construction costs. An understanding of contracts and the tender process as well as being able to read drawings and understand contracts and legal issues. Experience in procurement, commercial governance, risk & opportunity management, and cost forecasting & reporting. Exposure to lift installations and ancillary service packages associated with high value projects ranging across multiple sectors would be advantageous Experience in administering M&E sub-contract accounts to final agreement, with a successful run of closures of these accounts with the client Highly motivated with strong communication and negotiation skills Knowledge of tender processes and have experience in handling contracts and legal issues. Diversity is about celebrating the ways we are all different and appreciating the unique qualities that every employee brings. We invite applications from people of all genders, cultures and walks of life. Research shows that women and people from underrepresented groups are less like to apply for roles if they don't meet every qualification. So even if you don't match all the criteria - if you are passionate about helping to construct a better future, we'd love to hear from you. We are committed to providing a barrier-free work environment and can support with reasonable adjustments at any stage of the recruitment process. Simply inform our Talent Acquisition team during your conversation with them.
Jun 25, 2025
Full time
Jobtype: Full Time Location: UK - London Category: Commercial Interested in shaping skylines across the globe? Multiplex is a premier construction company with a simple purpose: to construct a better future. As part of our team, you'll have the opportunity to help deliver some of the world's most iconic projects, supported by approachable leadership and an inclusive culture that puts our people first. You will also have access to a range of holistic benefits including: Discretionary annual bonus, 8% company contribution pension, 25 days annual leave + holiday buy options. Single private medical cover, employee assistance programme, and virtual GP service Competitive parental leave Several flexible benefits from season ticket loans, discounted gym memberships to a cycle to work scheme. Professional career development opportunities and a wealth of learning offerings through the Multiplex Learning Academy. An industry-leading approach to flexible work to enable better work-life balance. Who we're looking for: Our people are united by a common belief: that we can outperform in everything we do. What is the overall job? We are currently recruiting for MEP Commercial Managers. You will oversee and carry out all surveying activity in relation to M&E package, working closely with design, planning and construction teams. We'll look to you to ensure forecasted project margins are met, documentation is prepared and quality assurance processes and systems are respected. Key responsibilities and experience will include: To ensure site supervisory staff are aware of the project's scope of works and inclusions in tender packages Preparing tender packages for M&E subcontract works Prepare documents required for the procurement of sub- contractors Prepare contracts and documents for inclusion in tender packages Ensure that the month on month cash position is positive and the forecasted project margin is met or exceeded. Prepare forecasts and report on financial status and cash flow. Administer subcontracts to include payments and claims and submitting progress claims to the client. Maintain strong relationships with Clients, subcontractors, suppliers and consultants. Administer the head contract to include assessment of works completed and where time extensions are needed. What do I need to be successful in this role? The suitable candidate will have a degree in quantity surveying or equivalent and a quantity surveying background in construction. Other keys skills and experience will include: Knowledge of the M&Emarket including costs of labour & resources and the M&E product market. Background in Construction or Building & ability to read drawings / plans Experience of M&E Quantity Surveying and financial knowledge of construction costs. An understanding of contracts and the tender process as well as being able to read drawings and understand contracts and legal issues. Experience in procurement, commercial governance, risk & opportunity management, and cost forecasting & reporting. Exposure to lift installations and ancillary service packages associated with high value projects ranging across multiple sectors would be advantageous Experience in administering M&E sub-contract accounts to final agreement, with a successful run of closures of these accounts with the client Highly motivated with strong communication and negotiation skills Knowledge of tender processes and have experience in handling contracts and legal issues. Diversity is about celebrating the ways we are all different and appreciating the unique qualities that every employee brings. We invite applications from people of all genders, cultures and walks of life. Research shows that women and people from underrepresented groups are less like to apply for roles if they don't meet every qualification. So even if you don't match all the criteria - if you are passionate about helping to construct a better future, we'd love to hear from you. We are committed to providing a barrier-free work environment and can support with reasonable adjustments at any stage of the recruitment process. Simply inform our Talent Acquisition team during your conversation with them.
BDO UK
Audit Senior Manager - Financial Services
BDO UK
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.
Jun 25, 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 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.
Independent Financial Advisor
Chase de Vere
Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. We are looking for Financial Advisers in the Bath and London regions. Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. We know that the role of a Financial Adviser is more than just the qualification. It is about recognising business development opportunities, building your confidence and understanding the value of providing truly independent financial advice. This doesn't happen overnight. This takes time, patience and dedication. Our team at Chase de Vere have the expertise and experience to enable you to achieve your aspirations. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning. You can't advise without this qualification, so it is an essential requirement when considering this role. Networking, presentation and business development skills are central to being a successful Independent Financial Adviser. Our Senior Managers and Competence and Development Team will support you to develop these skills but if you have any experience in these areas it can be really helpful. Self-motivated, engaging, compassionate and client focused are some of the behaviours and qualities that you will need to succeed in this fast paced, rewarding industry. The passion and drive to succeed, while delivering the best possible service to our clients. WHAT YOUR ROLE WILL INVOLVE This role specialises within our expert Private Wealth and Medical divisions. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures. Your day-to-day role Working closely with our experienced team to develop and enhance your skills within financial advice Providing holistic financial advice to prospective and existing clients Compiling accurate investment reports that reflect client requirements and meet our internal business standards Undertaking regular fact-finding, presentations and service review meetings with clients Striving to recognise and develop new business opportunities Following up on all enquiries to further enhance your business prospects Generating a pipeline of business in order to meet your business plan WHAT'S IN IT FOR YOU? By joining Chase de Vere, you'll be a part of one of the largest independent financial advisory firms in the UK. Backed by Swiss Life, this gives you the opportunity to have a progressive career in a nurturing culture, which will make you feel part of something special. A guaranteed basic salary with the opportunity to earn excellent performance related bonuses 25 days holiday (increasing to 30 with length of service), plus bank holidays The option to buy additional holiday days Hybrid working Contributory pension scheme Life Assurance Fully funded exams and paid study leave Comprehensive induction and training programme A wide range of voluntary flexible benefits to suit your individual needs Cycle to work scheme Employee Forum and Diversity and Inclusion groups Fully funded annual 2 day conference in Manchester 2 paid volunteering days each year, to support your local community Complementary mortgage service available through our internal mortgage team Employee Assistance Programme with access to a 24/7 helpline
Jun 25, 2025
Full time
Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. We are looking for Financial Advisers in the Bath and London regions. Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. We know that the role of a Financial Adviser is more than just the qualification. It is about recognising business development opportunities, building your confidence and understanding the value of providing truly independent financial advice. This doesn't happen overnight. This takes time, patience and dedication. Our team at Chase de Vere have the expertise and experience to enable you to achieve your aspirations. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning. You can't advise without this qualification, so it is an essential requirement when considering this role. Networking, presentation and business development skills are central to being a successful Independent Financial Adviser. Our Senior Managers and Competence and Development Team will support you to develop these skills but if you have any experience in these areas it can be really helpful. Self-motivated, engaging, compassionate and client focused are some of the behaviours and qualities that you will need to succeed in this fast paced, rewarding industry. The passion and drive to succeed, while delivering the best possible service to our clients. WHAT YOUR ROLE WILL INVOLVE This role specialises within our expert Private Wealth and Medical divisions. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures. Your day-to-day role Working closely with our experienced team to develop and enhance your skills within financial advice Providing holistic financial advice to prospective and existing clients Compiling accurate investment reports that reflect client requirements and meet our internal business standards Undertaking regular fact-finding, presentations and service review meetings with clients Striving to recognise and develop new business opportunities Following up on all enquiries to further enhance your business prospects Generating a pipeline of business in order to meet your business plan WHAT'S IN IT FOR YOU? By joining Chase de Vere, you'll be a part of one of the largest independent financial advisory firms in the UK. Backed by Swiss Life, this gives you the opportunity to have a progressive career in a nurturing culture, which will make you feel part of something special. A guaranteed basic salary with the opportunity to earn excellent performance related bonuses 25 days holiday (increasing to 30 with length of service), plus bank holidays The option to buy additional holiday days Hybrid working Contributory pension scheme Life Assurance Fully funded exams and paid study leave Comprehensive induction and training programme A wide range of voluntary flexible benefits to suit your individual needs Cycle to work scheme Employee Forum and Diversity and Inclusion groups Fully funded annual 2 day conference in Manchester 2 paid volunteering days each year, to support your local community Complementary mortgage service available through our internal mortgage team Employee Assistance Programme with access to a 24/7 helpline
Hays
Production Director
Hays Walsall, Staffordshire
This is a new and exciting permanent opportunity for this well-known leader in high-integrity fabrication. Your new company: This is a new and exciting permanent opportunity for this well-known industry leader in high-integrity fabrication, welding, tube manipulation & machining for a Director of Production (fabrication).Established in 1974 and based in the West Midlands, this company maintains a wealth of knowledge and experience manufacturing for the following industries: Power generation, petrochemical, oil & gas, process plant, environmental & nuclear. They have 8 purpose-built manufacturing workshops that cover over 80,000 sqft, of which 10,000 sqft is a dedicated clean conditions area. Each shop is equipped with overhead cranes ranging from 5 tonnes to 100 tonne lifting capacity.They are accredited to ISO 9001, 14001 & 18001 and also hold BS EN 1090 pt. 2 (execution of steel structures) and hold an array of ASME stamps that include U,S,PP & R. They have also recently been recognised as fit for nuclear, an in-depth programme that identifies whether a company has the right procedures, personnel & skills for the UK's civil nuclear programme. This dedication to quality control & assurance, whilst maintaining our competitive edge, enhances our presence and reputation when manufacturing heat exchangers (super heater elements, economisers, evaporators, membrane panels, headers, manifolds), pressure vessels, pipework, burners, ducting, tanks, silos & structural. Your new role:They are seeking a dynamic and experienced Director of Production (Fabrication) to join their senior management team. This is a new role aimed at strengthening their organisational structure and supporting their future growth. The successful candidate will oversee the production department, ensuring the effective and efficient operation of our fabrication workshops. Key Responsibilities: To manage and lead a team of production staff, including a Human Resource Assistant, Production Planner, Production Manager, 4/5 Supervisors, and approximately 70 workshop operatives. Provide leadership and guidance to ensure the team meets production objectives.Oversee and manage the production workflow, ensuring work packages are processed through the workshops in a timely and efficient manner. Ensure that production targets and hours are met.Oversee resources within the workshops, including platers, fitters, tube manipulators, welders, operatives, and apprentices. Ensure that all roles are adequately staffed and resourced.To ensure smooth workshop load planning, resource allocation, and project plans. Monitor workshop capacities to ensure deadlines are met, and production targets are achieved.Take ownership of training and succession planning for all staff. Ensure the development of the team through ongoing training and mentorship. Assist in onboarding new starters and apprentices.Advise and control tooling, jigs, and fixtures. Ensure that all production processes meet industry standards for safety, quality, and efficiency.Take responsibility for maintaining a safe and compliant work environment. Monitor and enforce health and safety policies and procedures. What you'll need to succeed: The ideal candidate could be an experienced Production Director with knowledge and experience in a senior management position within a fabrication or manufacturing SME. Or you may be currently in a manager-level role who is looking for the next step-up in their career and is willing to learn. Key skills and experience required include: Strong background in fabrication and welding, with experience in tube and plate fabrication work.Ability to read and interpret engineering drawings and technical specifications.Excellent leadership and man-management skills, with a track record of leading large, diverse teams.Strong knowledge of production processes and workshop operations, including load planning, resource allocation, and project management.Ability to work autonomously and use initiative to solve problems and drive improvements.Experience liaising with customers, managing relationships, and delivering customer satisfaction.Strong understanding of quality control processes and health & safety regulations.Excellent communication skills, with the ability to promote teamwork and collaboration across departments. What you'll get in return: This role is an onsite role 5 days a week and, as such, you will be entitled to a competitive salary along with 26 days' holiday (plus bank holidays) and a company pension. What you need to do now: If you're interested in this role, forward me an up-to-date copy of your CV to this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Jun 24, 2025
Full time
This is a new and exciting permanent opportunity for this well-known leader in high-integrity fabrication. Your new company: This is a new and exciting permanent opportunity for this well-known industry leader in high-integrity fabrication, welding, tube manipulation & machining for a Director of Production (fabrication).Established in 1974 and based in the West Midlands, this company maintains a wealth of knowledge and experience manufacturing for the following industries: Power generation, petrochemical, oil & gas, process plant, environmental & nuclear. They have 8 purpose-built manufacturing workshops that cover over 80,000 sqft, of which 10,000 sqft is a dedicated clean conditions area. Each shop is equipped with overhead cranes ranging from 5 tonnes to 100 tonne lifting capacity.They are accredited to ISO 9001, 14001 & 18001 and also hold BS EN 1090 pt. 2 (execution of steel structures) and hold an array of ASME stamps that include U,S,PP & R. They have also recently been recognised as fit for nuclear, an in-depth programme that identifies whether a company has the right procedures, personnel & skills for the UK's civil nuclear programme. This dedication to quality control & assurance, whilst maintaining our competitive edge, enhances our presence and reputation when manufacturing heat exchangers (super heater elements, economisers, evaporators, membrane panels, headers, manifolds), pressure vessels, pipework, burners, ducting, tanks, silos & structural. Your new role:They are seeking a dynamic and experienced Director of Production (Fabrication) to join their senior management team. This is a new role aimed at strengthening their organisational structure and supporting their future growth. The successful candidate will oversee the production department, ensuring the effective and efficient operation of our fabrication workshops. Key Responsibilities: To manage and lead a team of production staff, including a Human Resource Assistant, Production Planner, Production Manager, 4/5 Supervisors, and approximately 70 workshop operatives. Provide leadership and guidance to ensure the team meets production objectives.Oversee and manage the production workflow, ensuring work packages are processed through the workshops in a timely and efficient manner. Ensure that production targets and hours are met.Oversee resources within the workshops, including platers, fitters, tube manipulators, welders, operatives, and apprentices. Ensure that all roles are adequately staffed and resourced.To ensure smooth workshop load planning, resource allocation, and project plans. Monitor workshop capacities to ensure deadlines are met, and production targets are achieved.Take ownership of training and succession planning for all staff. Ensure the development of the team through ongoing training and mentorship. Assist in onboarding new starters and apprentices.Advise and control tooling, jigs, and fixtures. Ensure that all production processes meet industry standards for safety, quality, and efficiency.Take responsibility for maintaining a safe and compliant work environment. Monitor and enforce health and safety policies and procedures. What you'll need to succeed: The ideal candidate could be an experienced Production Director with knowledge and experience in a senior management position within a fabrication or manufacturing SME. Or you may be currently in a manager-level role who is looking for the next step-up in their career and is willing to learn. Key skills and experience required include: Strong background in fabrication and welding, with experience in tube and plate fabrication work.Ability to read and interpret engineering drawings and technical specifications.Excellent leadership and man-management skills, with a track record of leading large, diverse teams.Strong knowledge of production processes and workshop operations, including load planning, resource allocation, and project management.Ability to work autonomously and use initiative to solve problems and drive improvements.Experience liaising with customers, managing relationships, and delivering customer satisfaction.Strong understanding of quality control processes and health & safety regulations.Excellent communication skills, with the ability to promote teamwork and collaboration across departments. What you'll get in return: This role is an onsite role 5 days a week and, as such, you will be entitled to a competitive salary along with 26 days' holiday (plus bank holidays) and a company pension. What you need to do now: If you're interested in this role, forward me an up-to-date copy of your CV to this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
BDO UK
Audit Quality Review & Support Team Senior Manager - Financial Services
BDO UK City, Birmingham
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.
Jun 23, 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 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.
BDO UK
Audit Quality Review & Support Team Senior Manager - Financial Services
BDO UK
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.
Jun 23, 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 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.
Category Manager - Retail
Chartered Institute of Procurement and Supply (CIPS) Richmond, Surrey
We are looking for an entrepreneurial Category/Insights Manager to focus on our short and long-term vision for retail. In this role, you will work with our retail partners to drive category growth and identify future opportunities using insights and data. Changing the world of pet food for good We're a dog food subscription company with a big difference. We create truly tailored food for each and every dog we serve. We start by asking people a few simple questions about their dog. Then we use that information to create their dog's unique recipe - so their dog gets exactly the nutrition they need, in the taste they love, delivered to their door every month. It's clever stuff. We've got bold plans. Having created an entirely new category in pet food, we're now scaling fast in the UK and Europe - backed by Purina, one of the world's largest pet food companies. You'll join a bunch of smart people working towards the same goals - and a bunch of smart-ish dogs, all working on their own thing. Together, we'll change the world of pet food for good. Retail Operations at Retail is a relatively new channel for us at . From 2022 we expanded our proposition into retail to provide something different to customers. The retail team looks after everything from the great marketing campaigns we do in stores to working with existing/potential new exciting retailers. We have some ambitious plans for retail at . We are looking for people who have the right attitude and desire to get stuck in and shape the ambitious plans we have going forward. Sound like a team you want to join? Here's how you'll make a difference: The role In a newly created role for . This role will be a key role for our retail growth plans going forward. You will take full ownership of category, insights and data for retail. It will be your job to work closely with internal and external stakeholders as we grow our retail presence at . We have a wealth of data and insights here through internal and external systems. This role will lead discussions with our external partners at range reviews but also work with them on the longer term vision of retail. You have a great can-do attitude to get stuck in and work with a wide range of internal and external partners to put the foundations in place for our growth plan over the coming years. You will be responsible for: Category Develop and Implement category strategies including the 4P's (Pricing, Product, Promotion and Place). Relationship building. Build and maintain relationships across customers Lead customer range reviews with insight-led and actionable recommendations in regards to space, distribution and range Market Analysis. Identify new opportunities and stay ahead of market trends and competitor activities Creating the long-term category vision for retail NPD Launches. Lead the go-to-market strategy for new products and using insights to influence the future NPD pipeline Pricing Strategy. Develop and implement competitive pricing strategies Insights/Data Creating a data/insights strategic plan for retail Ownership of total data/insights budget and how we use this with our partners Working with the internal insights team to link our data/insights together Turn data insights into actionable plans for both customers and internal teams Identifying market trends and future opportunities The skills you'll bring: FMCG Category/Insight experience Experience with working with retailers and range review recommendations. Working with data and insights (Kantar/Cicarna/retailer insights) Previous track record of success with retailers Experience in turning data and insights into tangible recommendations Willingness to get stuck in and work outside of the individual job title Adaptable and flexible in handling different work situations, tasks, and team roles, with the ability to anticipate and adjust to changes Good at planning, communicating, and presenting, with the ability to work on your own, interact well with all levels of management, and pay close attention to detail when finding solutions Strong skills in Excel, data analysis and the ability to quickly learn new reporting tools Commercial acumen - experience in managing budgets and building business cases for investment You know how to tailor communication for different audiences, ensuring clarity and alignment when interacting with both customers and internal teams Bonus skills an incredible candidate would bring: Pet category business experience Digital Marketing/E-comm experience What's in it for you? Competitive salary, reviewed annually Annual bonus, based on company performance Flexible core hours, giving you true work-life balance Hybrid role to ensure this role works for you 25 days of holiday (excluding bank holidays) which increases over time to a max of 27 days 9/10 day working week to enhance your well-being without a reduction in pay and leave allowance Optional 5 days unpaid leave and 1 paid volunteer day each year When you need a change of scenery, you can work from abroad 2 weeks every 6 months Health insurance for you, paid by Extended maternity, paternity, shared parental and adoption pay. 6 months at 70% pay Flexible paid care leave to support immediate dependants, people close to you and pets 50% discount on all products Discounted gym membership What's next? If this sounds like it matches your experience and what you'd love to do, we can't wait to hear from you! If you're unsure whether you fit our criteria exactly, please get in touch anyway. And because we believe that diverse teams perform better, we'd especially love to hear from you if you're from an under-represented demographic. Here's a taster of how our recruitment process works: Once you have applied your CV will be reviewed by the Hiring Manager If selected, you will then have a call with Talent Acquisition to learn more about your skills and experience (30 mins) If selected, you will have a call with the Head of Retail to delve deeper into your experience and the chance for you to ask questions If successful, you will be invited to present a task back to a panel of interviewers alongside some further time for questions for both sides (90 mins) Our Commitment We're proud to be an active equal-opportunity employer. We want to give everyone a fair chance to join us in changing the world of pet food for good. We do this by conducting a structured recruitment process for all candidates, as well as actively promoting our roles to communities that are under-represented at . During your interview process you'll meet some of our team with varying levels of responsibility and experience. We want to give every candidate a fair interview process and if you need any reasonable adjustments made, please let us know. Department Retail Locations Richmond Remote status Hybrid
Jun 20, 2025
Full time
We are looking for an entrepreneurial Category/Insights Manager to focus on our short and long-term vision for retail. In this role, you will work with our retail partners to drive category growth and identify future opportunities using insights and data. Changing the world of pet food for good We're a dog food subscription company with a big difference. We create truly tailored food for each and every dog we serve. We start by asking people a few simple questions about their dog. Then we use that information to create their dog's unique recipe - so their dog gets exactly the nutrition they need, in the taste they love, delivered to their door every month. It's clever stuff. We've got bold plans. Having created an entirely new category in pet food, we're now scaling fast in the UK and Europe - backed by Purina, one of the world's largest pet food companies. You'll join a bunch of smart people working towards the same goals - and a bunch of smart-ish dogs, all working on their own thing. Together, we'll change the world of pet food for good. Retail Operations at Retail is a relatively new channel for us at . From 2022 we expanded our proposition into retail to provide something different to customers. The retail team looks after everything from the great marketing campaigns we do in stores to working with existing/potential new exciting retailers. We have some ambitious plans for retail at . We are looking for people who have the right attitude and desire to get stuck in and shape the ambitious plans we have going forward. Sound like a team you want to join? Here's how you'll make a difference: The role In a newly created role for . This role will be a key role for our retail growth plans going forward. You will take full ownership of category, insights and data for retail. It will be your job to work closely with internal and external stakeholders as we grow our retail presence at . We have a wealth of data and insights here through internal and external systems. This role will lead discussions with our external partners at range reviews but also work with them on the longer term vision of retail. You have a great can-do attitude to get stuck in and work with a wide range of internal and external partners to put the foundations in place for our growth plan over the coming years. You will be responsible for: Category Develop and Implement category strategies including the 4P's (Pricing, Product, Promotion and Place). Relationship building. Build and maintain relationships across customers Lead customer range reviews with insight-led and actionable recommendations in regards to space, distribution and range Market Analysis. Identify new opportunities and stay ahead of market trends and competitor activities Creating the long-term category vision for retail NPD Launches. Lead the go-to-market strategy for new products and using insights to influence the future NPD pipeline Pricing Strategy. Develop and implement competitive pricing strategies Insights/Data Creating a data/insights strategic plan for retail Ownership of total data/insights budget and how we use this with our partners Working with the internal insights team to link our data/insights together Turn data insights into actionable plans for both customers and internal teams Identifying market trends and future opportunities The skills you'll bring: FMCG Category/Insight experience Experience with working with retailers and range review recommendations. Working with data and insights (Kantar/Cicarna/retailer insights) Previous track record of success with retailers Experience in turning data and insights into tangible recommendations Willingness to get stuck in and work outside of the individual job title Adaptable and flexible in handling different work situations, tasks, and team roles, with the ability to anticipate and adjust to changes Good at planning, communicating, and presenting, with the ability to work on your own, interact well with all levels of management, and pay close attention to detail when finding solutions Strong skills in Excel, data analysis and the ability to quickly learn new reporting tools Commercial acumen - experience in managing budgets and building business cases for investment You know how to tailor communication for different audiences, ensuring clarity and alignment when interacting with both customers and internal teams Bonus skills an incredible candidate would bring: Pet category business experience Digital Marketing/E-comm experience What's in it for you? Competitive salary, reviewed annually Annual bonus, based on company performance Flexible core hours, giving you true work-life balance Hybrid role to ensure this role works for you 25 days of holiday (excluding bank holidays) which increases over time to a max of 27 days 9/10 day working week to enhance your well-being without a reduction in pay and leave allowance Optional 5 days unpaid leave and 1 paid volunteer day each year When you need a change of scenery, you can work from abroad 2 weeks every 6 months Health insurance for you, paid by Extended maternity, paternity, shared parental and adoption pay. 6 months at 70% pay Flexible paid care leave to support immediate dependants, people close to you and pets 50% discount on all products Discounted gym membership What's next? If this sounds like it matches your experience and what you'd love to do, we can't wait to hear from you! If you're unsure whether you fit our criteria exactly, please get in touch anyway. And because we believe that diverse teams perform better, we'd especially love to hear from you if you're from an under-represented demographic. Here's a taster of how our recruitment process works: Once you have applied your CV will be reviewed by the Hiring Manager If selected, you will then have a call with Talent Acquisition to learn more about your skills and experience (30 mins) If selected, you will have a call with the Head of Retail to delve deeper into your experience and the chance for you to ask questions If successful, you will be invited to present a task back to a panel of interviewers alongside some further time for questions for both sides (90 mins) Our Commitment We're proud to be an active equal-opportunity employer. We want to give everyone a fair chance to join us in changing the world of pet food for good. We do this by conducting a structured recruitment process for all candidates, as well as actively promoting our roles to communities that are under-represented at . During your interview process you'll meet some of our team with varying levels of responsibility and experience. We want to give every candidate a fair interview process and if you need any reasonable adjustments made, please let us know. Department Retail Locations Richmond Remote status Hybrid
AFH Wealth Management
Paraplanning Manager
AFH Wealth Management Bromsgrove, Worcestershire
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
Jun 19, 2025
Full time
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
Spiracle Audiobooks: Head of Digital Marketing
BookBrunch Limited Islington, London
Spiracle Audiobooks: Head of Digital Marketing Spiracle is seeking a marketing person, specialising in digital and social media, to lead this vital part of a new online enterprise. We are a small team and will welcome a talented colleague to bring a mix of strategy, planning, management and hands-on doing. Spiracle is seeking a marketing person, specialising in digital and social media, to lead this vital part of a new online enterprise. We are a small team and will welcome a talented colleague to bring a mix of strategy, planning, management and hands-on doing. The right candidate will be skilled in e-marketing and e-commerce; enjoy literary books, writing and publishing. S/he will have current contacts and working tools and be able to draw on the skills and abilities of the Spiracle team to make the most of what we already have, directing the marketing programme in a clear, dynamic and creative cycle. Good writing and communication required. What is Spiracle Audiobooks? Independent Online Audiobook and Ebook Shop Ecommerce, Literary Club. Spiracle is a new audiobook and ebook platform dedicated to literary fiction and nonfiction, with an emphasis on books that are unjustly unsung. As the audiobook market grows globally, Spiracle is driven by the recognition that surprising and different titles, some in translation, do not receive the exposure they deserve in algorithm-driven marketplaces. Working with the UK's independent presses, literary imprints and literary audiobook publishers, Spiracle aims to immerse its new customers in the world of books, their writers, narrators and translators. Spiracle is a start-up - a cultural enterprise with business potential. The Job Working with a team including the curator, collection and resource editor, publisher liaison, user experience and site manager and various writers, Spiracle's marketing person will need to put all our assets to work, identify and grow our target audience using a combination of digital content marketing, "influencers", social media, regular newsletters and traditional PR. We need to attract existing audiobook and ebook users and with help from the independent and smaller publishers we aim to promote Spiracle to book lovers. We have good relationships with "peer motivators" - publishers, authors, narrators and readers. There is lots to talk about, regular 'releases', a wealth of good materials, episodes and events to keep a compelling conversation about Spiracle going. Spiracle Reach Initially Spiracle's focus is the UK (although where copyright permits, customers can purchase titles in all given world regions). Spiracle will attract existing audiobook and ebook readers Spiracle will recruit new audiobook and ebook readers Spiracle will reach audiobook and ebook 'phobic' people and convert them Audiobook listeners generally describe their experience as 'reading'. Selection not Algorithms Spiracle makes a promise to its user - that the site will enable rich discovery. It fulfils that promise through its practices of curation. These practices ensure that its user trusts in its selection, and knows that titles available through Spiracle make up a web of stories, voices and worlds, connected not by algorithm but each by a different relation of theme, voice, idea, place or time. The site has a lead curator who is aided by an international advisory team. It is fed by, between them, hundreds of years of delighted reading. Discovering the best writing, brilliantly read, is entering a secret garden. Spiracle, through its principles of curation, offers the key. To apply, please send a CV or professional overview with details of particular experience and skills and your interest in working with us. Contract: initially 2 days/week Salary: TBA Start date: September. Central role in a small team Location: Spiracle Audiobooks, 392 Caledonian Road, London N1 1DN (with the possibility of home working.)
Jun 18, 2025
Full time
Spiracle Audiobooks: Head of Digital Marketing Spiracle is seeking a marketing person, specialising in digital and social media, to lead this vital part of a new online enterprise. We are a small team and will welcome a talented colleague to bring a mix of strategy, planning, management and hands-on doing. Spiracle is seeking a marketing person, specialising in digital and social media, to lead this vital part of a new online enterprise. We are a small team and will welcome a talented colleague to bring a mix of strategy, planning, management and hands-on doing. The right candidate will be skilled in e-marketing and e-commerce; enjoy literary books, writing and publishing. S/he will have current contacts and working tools and be able to draw on the skills and abilities of the Spiracle team to make the most of what we already have, directing the marketing programme in a clear, dynamic and creative cycle. Good writing and communication required. What is Spiracle Audiobooks? Independent Online Audiobook and Ebook Shop Ecommerce, Literary Club. Spiracle is a new audiobook and ebook platform dedicated to literary fiction and nonfiction, with an emphasis on books that are unjustly unsung. As the audiobook market grows globally, Spiracle is driven by the recognition that surprising and different titles, some in translation, do not receive the exposure they deserve in algorithm-driven marketplaces. Working with the UK's independent presses, literary imprints and literary audiobook publishers, Spiracle aims to immerse its new customers in the world of books, their writers, narrators and translators. Spiracle is a start-up - a cultural enterprise with business potential. The Job Working with a team including the curator, collection and resource editor, publisher liaison, user experience and site manager and various writers, Spiracle's marketing person will need to put all our assets to work, identify and grow our target audience using a combination of digital content marketing, "influencers", social media, regular newsletters and traditional PR. We need to attract existing audiobook and ebook users and with help from the independent and smaller publishers we aim to promote Spiracle to book lovers. We have good relationships with "peer motivators" - publishers, authors, narrators and readers. There is lots to talk about, regular 'releases', a wealth of good materials, episodes and events to keep a compelling conversation about Spiracle going. Spiracle Reach Initially Spiracle's focus is the UK (although where copyright permits, customers can purchase titles in all given world regions). Spiracle will attract existing audiobook and ebook readers Spiracle will recruit new audiobook and ebook readers Spiracle will reach audiobook and ebook 'phobic' people and convert them Audiobook listeners generally describe their experience as 'reading'. Selection not Algorithms Spiracle makes a promise to its user - that the site will enable rich discovery. It fulfils that promise through its practices of curation. These practices ensure that its user trusts in its selection, and knows that titles available through Spiracle make up a web of stories, voices and worlds, connected not by algorithm but each by a different relation of theme, voice, idea, place or time. The site has a lead curator who is aided by an international advisory team. It is fed by, between them, hundreds of years of delighted reading. Discovering the best writing, brilliantly read, is entering a secret garden. Spiracle, through its principles of curation, offers the key. To apply, please send a CV or professional overview with details of particular experience and skills and your interest in working with us. Contract: initially 2 days/week Salary: TBA Start date: September. Central role in a small team Location: Spiracle Audiobooks, 392 Caledonian Road, London N1 1DN (with the possibility of home working.)
Security Vendor Manager
Infinigate Cloud Fareham, Hampshire
Introduction Infinigate Cloud is an award-winning cloud distributor and Microsoft Indirect Provider offering a value-add service to customers with a portfolio of cloud, managed and professional services. Infinigate Cloud place 'people' at the heart of all we do - whether that is our partners, their customers or the wealth of carefully selected subject matter experts that make up our team. We set our company values to reflect this, and we hire against them. Our purpose is to help our partners grow profitable, future-proof cloud businesses achieving sustainable and long-term growth. Infinigate Cloud is only successful if our partners are successful. Role Purpose Infinigate Cloud are excited to recruit an exceptional Security Vendor Manager. This newly developed role joins a successful wider sales team and reports to Infinigate's Alliances Director. We are seeking a dynamic candidate demonstrating excellent interpersonal and communication skills, IT Channel exposure and a head for strategic thinking! To be successful in this role, you will successfully hold responsibility for the creation and execution of the vendor business plans for multiple Infinigate Cloud vendors. This is a leadership role managing a small, multiskilled team of professionals with a drive to succeed and positively influence year-on-year growth objectives. Duties & Responsibilities • Take full ownership of driving ongoing successes in achieving objectives laid out in the business plans for multiple vendors: • Collaborating with; Sales, Marketing, Technical to support this • Effectively manage the team to break the business plans into SMART objectives, coaching team members to successful achievement of these • Maintain close alignment at all times with Sales leadership, ensuring that key actions are shared and tracked across the business • Collating data and formulating reports to present management information, internally and externally • Arrange QBR's; Owning the planning, data collation, and chairing/co-chairing the meetings • Key consultant for quarterly and annual marketing plans alongside senior marketing stakeholders • Representing Infinigate Cloud and your Vendors at high profile meetings and industry events • Execute on key performance indicators, both individually and as a team • Regular travel is to be expected • Presenting the commercial proposition of the Vendors you represent, and the Infinigate Cloud Proposition, to senior reseller contacts • Consider operational efficiencies for a high volume business, leading change if and when appropriate • Commercial judgement is expected on an ongoing basis, supporting the team to make appropriate decisions to maximise revenue for Infinigate • Undertake regular 1-1s and performance reviews with the team General Skills • Proven track record in leading channel partnerships to YoY growth • Some (1+ years) experience in management is required • 5+ years in an IT channel sales position • Expert communicator and presenter • Comfortable managing multiple projects and tasks concurrently • At ease negotiating with senior director/VP level stakeholders Personal requirements Infinigate's values underpin a strong collaborative working culture and successful inclusive working environment. Own It, Aim High and Be Open! • A strong diplomatic approach with excellent negotiation and interpersonal skills • Detail oriented with a high level of business understanding and where your role and team fits and contributes • Resilient and adaptable to an ever-changing landscape, quick to prioritise and support the wider team Benefits • Up to £60,000 OTE • 25 days annual leave rising to 28 days with length of service, plus bank holidays. • Day off on your birthday. • 2 paid volunteer days per year • Additional holiday purchase scheme • Electric Car Purchase Scheme • Life assurance of 4 x basic salary and group income protection from start date • 5% employer matched pension contributions after 3 months service. • Individual cover for private medical insurance and healthcare cash plan following successful completion of probationary period. • Hybrid working arrangements and standard office working hours are 9am - 5.30pm • Employee assistance programme for practical and emotional support. • Free parking and complimentary refreshments onsite. Infinigate Group are committed to creating a diverse and inclusive workplace where differences are not only accepted but also valued and appreciated. If any reasonable adjustments would support you through the recruitment process, then please get in touch at If you are interested in applying for this role or have any additional queries on the role, please submit your CV quoting 'Security Vendor Manager' to .
Jun 18, 2025
Full time
Introduction Infinigate Cloud is an award-winning cloud distributor and Microsoft Indirect Provider offering a value-add service to customers with a portfolio of cloud, managed and professional services. Infinigate Cloud place 'people' at the heart of all we do - whether that is our partners, their customers or the wealth of carefully selected subject matter experts that make up our team. We set our company values to reflect this, and we hire against them. Our purpose is to help our partners grow profitable, future-proof cloud businesses achieving sustainable and long-term growth. Infinigate Cloud is only successful if our partners are successful. Role Purpose Infinigate Cloud are excited to recruit an exceptional Security Vendor Manager. This newly developed role joins a successful wider sales team and reports to Infinigate's Alliances Director. We are seeking a dynamic candidate demonstrating excellent interpersonal and communication skills, IT Channel exposure and a head for strategic thinking! To be successful in this role, you will successfully hold responsibility for the creation and execution of the vendor business plans for multiple Infinigate Cloud vendors. This is a leadership role managing a small, multiskilled team of professionals with a drive to succeed and positively influence year-on-year growth objectives. Duties & Responsibilities • Take full ownership of driving ongoing successes in achieving objectives laid out in the business plans for multiple vendors: • Collaborating with; Sales, Marketing, Technical to support this • Effectively manage the team to break the business plans into SMART objectives, coaching team members to successful achievement of these • Maintain close alignment at all times with Sales leadership, ensuring that key actions are shared and tracked across the business • Collating data and formulating reports to present management information, internally and externally • Arrange QBR's; Owning the planning, data collation, and chairing/co-chairing the meetings • Key consultant for quarterly and annual marketing plans alongside senior marketing stakeholders • Representing Infinigate Cloud and your Vendors at high profile meetings and industry events • Execute on key performance indicators, both individually and as a team • Regular travel is to be expected • Presenting the commercial proposition of the Vendors you represent, and the Infinigate Cloud Proposition, to senior reseller contacts • Consider operational efficiencies for a high volume business, leading change if and when appropriate • Commercial judgement is expected on an ongoing basis, supporting the team to make appropriate decisions to maximise revenue for Infinigate • Undertake regular 1-1s and performance reviews with the team General Skills • Proven track record in leading channel partnerships to YoY growth • Some (1+ years) experience in management is required • 5+ years in an IT channel sales position • Expert communicator and presenter • Comfortable managing multiple projects and tasks concurrently • At ease negotiating with senior director/VP level stakeholders Personal requirements Infinigate's values underpin a strong collaborative working culture and successful inclusive working environment. Own It, Aim High and Be Open! • A strong diplomatic approach with excellent negotiation and interpersonal skills • Detail oriented with a high level of business understanding and where your role and team fits and contributes • Resilient and adaptable to an ever-changing landscape, quick to prioritise and support the wider team Benefits • Up to £60,000 OTE • 25 days annual leave rising to 28 days with length of service, plus bank holidays. • Day off on your birthday. • 2 paid volunteer days per year • Additional holiday purchase scheme • Electric Car Purchase Scheme • Life assurance of 4 x basic salary and group income protection from start date • 5% employer matched pension contributions after 3 months service. • Individual cover for private medical insurance and healthcare cash plan following successful completion of probationary period. • Hybrid working arrangements and standard office working hours are 9am - 5.30pm • Employee assistance programme for practical and emotional support. • Free parking and complimentary refreshments onsite. Infinigate Group are committed to creating a diverse and inclusive workplace where differences are not only accepted but also valued and appreciated. If any reasonable adjustments would support you through the recruitment process, then please get in touch at If you are interested in applying for this role or have any additional queries on the role, please submit your CV quoting 'Security Vendor Manager' to .
Momenta Group Global
Head of Compliance Monitoring
Momenta Group Global Reading, Berkshire
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.
Jun 18, 2025
Full time
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.
83Zero Ltd
New Business Sales Specialist
83Zero Ltd City, London
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.
Jun 18, 2025
Full time
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.
Head of Finance FTC (Maternity Cover)
Wealthify Cardiff, South Glamorgan
Wealthify: Head of Finance (Maternity Cover), FTC 15 Months Who We Are Wealthify is a fast-growing fintech scale-up with a mission to transform wealth management. Subsidiary of Aviva, and based in Cardiff, we are looking for an outstanding Head of Finance (maternity cover) to manage and develop our Finance function to support our profitable growth. The Role We are looking for a Head of Finance (maternity cover) to lead our Finance function. This role is pivotal in ensuring strong financial governance, forecasting, reporting, analysis and regulatory compliance, with a focus on enabling profitable growth. The ideal candidate will bring extensive experience in the financial services sector and a proven ability to manage complex financial operations. Key Responsibilities Oversee and own all aspects of financial reporting, payroll, budgeting, forecasting, and performance monitoring. Build, lead, and mentor a high-performing finance team, promoting a culture of integrity and accountability. Partner with the CEO and senior leadership team on commercial and strategic decision-making Present regular financial performance updates to the senior leadership team, Aviva team and Wealthify Board Ensure robust treasury, cashflow, and capital management practices. Work closely with the Data team to develop financial models to support cost management, unit economics analysis and pricing strategy Drive process automation and implementation of financial systems and controls. Ensure full compliance with regulatory requirements, especially those of the FCA Manage audit processes with external partners Oversee risk management policies and internal controls. Required experience & Qualifications ACA/ACCA/CIMA qualified or equivalent. Commercially sharp, with strong modelling, forecasting, and analytical skills. Strong knowledge of financial services regulations and compliance requirements (ideally including ICARA) Experience with regulatory reporting (e.g. MIFIDPRU). Excellent financial modelling, analytical, and strategic planning skills. Proficiency in financial systems (e.g. Sage, Xero, Anaplan). Excellent stakeholder communication skills What We're Looking For Attention to detail and a high level of accuracy, ability to work in a fast-paced environment, prioritise tasks, and meet deadlines. Strong commercial acumen with the ability to challenge and support business decisions. Forward-thinking, dynamic, and adaptable, with a passion for developing new ideas Personable and proactive with excellent communication experience, with the ability to explain complex financial data clearly Experience working with the FCA or other relevant regulatory bodies. What We Offer Salary: £70,000 - £80,000 (depending on experience) 24 days' holiday plus bank holidays Hybrid and flexible working options Annual target bonus of 20% of salary, based on company and individual performance Private medical insurance Death in service cover (three times salary) Income protection insurance Company pension plan (up to 6% matching) Social events and activities Free onsite gym Free parking nearby
Jun 17, 2025
Full time
Wealthify: Head of Finance (Maternity Cover), FTC 15 Months Who We Are Wealthify is a fast-growing fintech scale-up with a mission to transform wealth management. Subsidiary of Aviva, and based in Cardiff, we are looking for an outstanding Head of Finance (maternity cover) to manage and develop our Finance function to support our profitable growth. The Role We are looking for a Head of Finance (maternity cover) to lead our Finance function. This role is pivotal in ensuring strong financial governance, forecasting, reporting, analysis and regulatory compliance, with a focus on enabling profitable growth. The ideal candidate will bring extensive experience in the financial services sector and a proven ability to manage complex financial operations. Key Responsibilities Oversee and own all aspects of financial reporting, payroll, budgeting, forecasting, and performance monitoring. Build, lead, and mentor a high-performing finance team, promoting a culture of integrity and accountability. Partner with the CEO and senior leadership team on commercial and strategic decision-making Present regular financial performance updates to the senior leadership team, Aviva team and Wealthify Board Ensure robust treasury, cashflow, and capital management practices. Work closely with the Data team to develop financial models to support cost management, unit economics analysis and pricing strategy Drive process automation and implementation of financial systems and controls. Ensure full compliance with regulatory requirements, especially those of the FCA Manage audit processes with external partners Oversee risk management policies and internal controls. Required experience & Qualifications ACA/ACCA/CIMA qualified or equivalent. Commercially sharp, with strong modelling, forecasting, and analytical skills. Strong knowledge of financial services regulations and compliance requirements (ideally including ICARA) Experience with regulatory reporting (e.g. MIFIDPRU). Excellent financial modelling, analytical, and strategic planning skills. Proficiency in financial systems (e.g. Sage, Xero, Anaplan). Excellent stakeholder communication skills What We're Looking For Attention to detail and a high level of accuracy, ability to work in a fast-paced environment, prioritise tasks, and meet deadlines. Strong commercial acumen with the ability to challenge and support business decisions. Forward-thinking, dynamic, and adaptable, with a passion for developing new ideas Personable and proactive with excellent communication experience, with the ability to explain complex financial data clearly Experience working with the FCA or other relevant regulatory bodies. What We Offer Salary: £70,000 - £80,000 (depending on experience) 24 days' holiday plus bank holidays Hybrid and flexible working options Annual target bonus of 20% of salary, based on company and individual performance Private medical insurance Death in service cover (three times salary) Income protection insurance Company pension plan (up to 6% matching) Social events and activities Free onsite gym Free parking nearby
Trainee Financial Advisor - Milan
deVere Acuma
Begin Your Career as a Financial Planning Trainee with deVere Group in Milan Who We Are deVere Group is a globally renowned, independent financial institution specialising in bespoke, advice-driven financial planning. We are offering a unique opportunity to work alongside two senior Financial Advisors in our Milan office, gaining direct exposure to high-net-worth clients and the financial planning strategies that drive their success. About the Opportunity This fully-funded, entry-level programme is designed to equip you with the skills, knowledge, and experience required to become a successful Financial Advisor. Combining academic training, practical experience, and close mentoring, this role is ideal for ambitious individuals eager to establish a career in the international financial services sector. Relocation to Milan is required, and this role is perfect for those who are motivated to immerse themselves in a fast-paced, dynamic environment while working with some of the most experienced advisors in the industry. What We're Looking For Work Experience : Minimum of 2 years' professional experience; prior exposure to the financial industry is beneficial but not mandatory. Client-Facing Interaction : At least 2 years of experience working directly with clients; phone-based communication skills are an advantage. Adaptability : A solutions-oriented mindset with a passion for personal and professional growth. Ambition and Resilience : The drive to excel in a competitive environment and a desire to progress into financial advisory roles. Why This Programme is Exceptional This opportunity offers direct mentorship from two senior Financial Advisors with extensive expertise in wealth management. You'll gain access to cutting-edge tools, bespoke training, and insight into international markets, setting you on a clear path to becoming a top-tier financial planner. Your Recruitment Journey Initial Screening Call - Head of Global Recruitment. Follow-up Call - Regional Director, Italy. Final Interview - 4-day online assessment programme. Join Us in Milan If you are ready to commit to a demanding yet rewarding career, relocate to Milan, and learn from the best in the industry, we encourage you to apply today. Your future in financial planning starts with deVere Group. Apply now.
Jun 17, 2025
Full time
Begin Your Career as a Financial Planning Trainee with deVere Group in Milan Who We Are deVere Group is a globally renowned, independent financial institution specialising in bespoke, advice-driven financial planning. We are offering a unique opportunity to work alongside two senior Financial Advisors in our Milan office, gaining direct exposure to high-net-worth clients and the financial planning strategies that drive their success. About the Opportunity This fully-funded, entry-level programme is designed to equip you with the skills, knowledge, and experience required to become a successful Financial Advisor. Combining academic training, practical experience, and close mentoring, this role is ideal for ambitious individuals eager to establish a career in the international financial services sector. Relocation to Milan is required, and this role is perfect for those who are motivated to immerse themselves in a fast-paced, dynamic environment while working with some of the most experienced advisors in the industry. What We're Looking For Work Experience : Minimum of 2 years' professional experience; prior exposure to the financial industry is beneficial but not mandatory. Client-Facing Interaction : At least 2 years of experience working directly with clients; phone-based communication skills are an advantage. Adaptability : A solutions-oriented mindset with a passion for personal and professional growth. Ambition and Resilience : The drive to excel in a competitive environment and a desire to progress into financial advisory roles. Why This Programme is Exceptional This opportunity offers direct mentorship from two senior Financial Advisors with extensive expertise in wealth management. You'll gain access to cutting-edge tools, bespoke training, and insight into international markets, setting you on a clear path to becoming a top-tier financial planner. Your Recruitment Journey Initial Screening Call - Head of Global Recruitment. Follow-up Call - Regional Director, Italy. Final Interview - 4-day online assessment programme. Join Us in Milan If you are ready to commit to a demanding yet rewarding career, relocate to Milan, and learn from the best in the industry, we encourage you to apply today. Your future in financial planning starts with deVere Group. Apply now.
Bedford Blues Foundation
Sports and Inclusion Tutor
Bedford Blues Foundation
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.
Jun 17, 2025
Full time
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.
Momenta Group Global
Head of Compliance Monitoring
Momenta Group Global
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.
Jun 17, 2025
Full time
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.
83Zero Ltd
New Business Sales Specialist - Banking SaaS
83Zero Ltd
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.
Jun 17, 2025
Full time
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.

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