Salary: £25,652+ Bonus + Excellent Benefits Sales Advisor - Halifax - Plumb Centre So, who are we? We are Plumb Centre, part of the Wolseley Group - a leading specialist trade merchant across the UK and Ireland. We pride ourselves in putting our people and customers at the heart of everything we do - and best of all, provide opportunities to develop skills and build careers through our award-winning Wolseley Talent Guild. Also, did we mention? In addition to the competitive salary, there are also benefits on tap - including Annual leave (increasing with length of service), a generous pension scheme (matched up to 9%), potential to earn bonuses, enhanced maternity / adoption leave and access to a great range of online and high street discounts. We also promote positive health and wellbeing by offering free access to healthcare, our popular YuLife app, our Cycle to Work scheme and more! As a Sales Advisor based in our Halifax branch you'll be responsible for: Assisting customers at the trade counter by understanding their specific needs and providing product recommendations. Handling customer enquiries via phone and email with a positive, proactive attitude, building strong customer relationships and ensuring excellent customer service. Carrying out general warehouse duties, including picking and packing customer orders and unpacking stock to be booked in on our system and put away in the warehouse Merchandising displays to a high standard in the branch. This is a full time, permanent role - Monday to Friday between 07.30am - 5pm and Saturday on a rota basis 08.00am - 12.00pm. And here's what we'd like you to have: Plumbing & Heating experience is essential Proven experience in a face to face sales/customer service position Great communication skills and a customer-first approach Great team player and willing to support in all areas of the branch Willingness to learn with an enthusiastic approach A driving licence is preferable as you will be required to cover the regular driver when he is out of the business We look forward to receiving your application!
Jul 05, 2025
Full time
Salary: £25,652+ Bonus + Excellent Benefits Sales Advisor - Halifax - Plumb Centre So, who are we? We are Plumb Centre, part of the Wolseley Group - a leading specialist trade merchant across the UK and Ireland. We pride ourselves in putting our people and customers at the heart of everything we do - and best of all, provide opportunities to develop skills and build careers through our award-winning Wolseley Talent Guild. Also, did we mention? In addition to the competitive salary, there are also benefits on tap - including Annual leave (increasing with length of service), a generous pension scheme (matched up to 9%), potential to earn bonuses, enhanced maternity / adoption leave and access to a great range of online and high street discounts. We also promote positive health and wellbeing by offering free access to healthcare, our popular YuLife app, our Cycle to Work scheme and more! As a Sales Advisor based in our Halifax branch you'll be responsible for: Assisting customers at the trade counter by understanding their specific needs and providing product recommendations. Handling customer enquiries via phone and email with a positive, proactive attitude, building strong customer relationships and ensuring excellent customer service. Carrying out general warehouse duties, including picking and packing customer orders and unpacking stock to be booked in on our system and put away in the warehouse Merchandising displays to a high standard in the branch. This is a full time, permanent role - Monday to Friday between 07.30am - 5pm and Saturday on a rota basis 08.00am - 12.00pm. And here's what we'd like you to have: Plumbing & Heating experience is essential Proven experience in a face to face sales/customer service position Great communication skills and a customer-first approach Great team player and willing to support in all areas of the branch Willingness to learn with an enthusiastic approach A driving licence is preferable as you will be required to cover the regular driver when he is out of the business We look forward to receiving your application!
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So, you'll have a big say in the way your role and your team works. About the team Our Audit team here at Forvis Mazars specialises in delivering high quality services to our clients. The Privately-Owned Business are a significant proportion of our client base, not just in the UK, but globally. You will have the opportunity to work with a prestigious list of SME/Privately Owned Business clients widening your exposure to different aspects of this service line. At Forvis Mazars you will be able to bring your authentic self to work. We will support you with your career progression, work life balance and wellbeing. About the role As an Audit Assistant Manager, you will lead multiple audit engagements, overseeing and developing junior staff. You will work closely with clients and be committed to providing an exceptional service. You will be responsible for the day-to-day management of stakeholder relationships at audited entities and can expect to work with senior level staff. You will work closely with Senior leaders upto Partner level What are we looking for? ACA / CA / ACCA (or equivalent) qualification. Several years of experience of leading external audits from planning through to completion. Relevant privately owned business sector audit experience. Up to date technical knowledge of UK GAAP / FRS102 and IFRS. Experience of managing, training and coaching audit trainees. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Jul 05, 2025
Full time
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So, you'll have a big say in the way your role and your team works. About the team Our Audit team here at Forvis Mazars specialises in delivering high quality services to our clients. The Privately-Owned Business are a significant proportion of our client base, not just in the UK, but globally. You will have the opportunity to work with a prestigious list of SME/Privately Owned Business clients widening your exposure to different aspects of this service line. At Forvis Mazars you will be able to bring your authentic self to work. We will support you with your career progression, work life balance and wellbeing. About the role As an Audit Assistant Manager, you will lead multiple audit engagements, overseeing and developing junior staff. You will work closely with clients and be committed to providing an exceptional service. You will be responsible for the day-to-day management of stakeholder relationships at audited entities and can expect to work with senior level staff. You will work closely with Senior leaders upto Partner level What are we looking for? ACA / CA / ACCA (or equivalent) qualification. Several years of experience of leading external audits from planning through to completion. Relevant privately owned business sector audit experience. Up to date technical knowledge of UK GAAP / FRS102 and IFRS. Experience of managing, training and coaching audit trainees. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Salary: £25,652+ Bonus + Excellent Benefits Sales Advisor - Halifax - Plumb Centre So, who are we? We are Plumb Centre, part of the Wolseley Group - a leading specialist trade merchant across the UK and Ireland. We pride ourselves in putting our people and customers at the heart of everything we do - and best of all, provide opportunities to develop skills and build careers through our award-winning Wolseley Talent Guild. Also, did we mention? In addition to the competitive salary, there are also benefits on tap - including Annual leave (increasing with length of service), a generous pension scheme (matched up to 9%), potential to earn bonuses, enhanced maternity / adoption leave and access to a great range of online and high street discounts. We also promote positive health and wellbeing by offering free access to healthcare, our popular YuLife app, our Cycle to Work scheme and more! As a Sales Advisor based in our Halifax branch you'll be responsible for: Assisting customers at the trade counter by understanding their specific needs and providing product recommendations. Handling customer enquiries via phone and email with a positive, proactive attitude, building strong customer relationships and ensuring excellent customer service. Carrying out general warehouse duties, including picking and packing customer orders and unpacking stock to be booked in on our system and put away in the warehouse Merchandising displays to a high standard in the branch. This is a full time, permanent role - Monday to Friday between 07.30am - 5pm and Saturday on a rota basis 08.00am - 12.00pm. And here's what we'd like you to have: Plumbing & Heating experience is essential Proven experience in a face to face sales/customer service position Great communication skills and a customer-first approach Great team player and willing to support in all areas of the branch Willingness to learn with an enthusiastic approach A driving licence is preferable as you will be required to cover the regular driver when he is out of the business We look forward to receiving your application!
Jul 05, 2025
Full time
Salary: £25,652+ Bonus + Excellent Benefits Sales Advisor - Halifax - Plumb Centre So, who are we? We are Plumb Centre, part of the Wolseley Group - a leading specialist trade merchant across the UK and Ireland. We pride ourselves in putting our people and customers at the heart of everything we do - and best of all, provide opportunities to develop skills and build careers through our award-winning Wolseley Talent Guild. Also, did we mention? In addition to the competitive salary, there are also benefits on tap - including Annual leave (increasing with length of service), a generous pension scheme (matched up to 9%), potential to earn bonuses, enhanced maternity / adoption leave and access to a great range of online and high street discounts. We also promote positive health and wellbeing by offering free access to healthcare, our popular YuLife app, our Cycle to Work scheme and more! As a Sales Advisor based in our Halifax branch you'll be responsible for: Assisting customers at the trade counter by understanding their specific needs and providing product recommendations. Handling customer enquiries via phone and email with a positive, proactive attitude, building strong customer relationships and ensuring excellent customer service. Carrying out general warehouse duties, including picking and packing customer orders and unpacking stock to be booked in on our system and put away in the warehouse Merchandising displays to a high standard in the branch. This is a full time, permanent role - Monday to Friday between 07.30am - 5pm and Saturday on a rota basis 08.00am - 12.00pm. And here's what we'd like you to have: Plumbing & Heating experience is essential Proven experience in a face to face sales/customer service position Great communication skills and a customer-first approach Great team player and willing to support in all areas of the branch Willingness to learn with an enthusiastic approach A driving licence is preferable as you will be required to cover the regular driver when he is out of the business We look forward to receiving your application!
Salary: £25,652+ Bonus + Excellent Benefits Sales Advisor - Halifax - Plumb Centre So, who are we? We are Plumb Centre, part of the Wolseley Group - a leading specialist trade merchant across the UK and Ireland. We pride ourselves in putting our people and customers at the heart of everything we do - and best of all, provide opportunities to develop skills and build careers through our award-winning Wolseley Talent Guild. Also, did we mention? In addition to the competitive salary, there are also benefits on tap - including Annual leave (increasing with length of service), a generous pension scheme (matched up to 9%), potential to earn bonuses, enhanced maternity / adoption leave and access to a great range of online and high street discounts. We also promote positive health and wellbeing by offering free access to healthcare, our popular YuLife app, our Cycle to Work scheme and more! As a Sales Advisor based in our Halifax branch you'll be responsible for: Assisting customers at the trade counter by understanding their specific needs and providing product recommendations. Handling customer enquiries via phone and email with a positive, proactive attitude, building strong customer relationships and ensuring excellent customer service. Carrying out general warehouse duties, including picking and packing customer orders and unpacking stock to be booked in on our system and put away in the warehouse Merchandising displays to a high standard in the branch. This is a full time, permanent role - Monday to Friday between 07.30am - 5pm and Saturday on a rota basis 08.00am - 12.00pm. And here's what we'd like you to have: Plumbing & Heating experience is essential Proven experience in a face to face sales/customer service position Great communication skills and a customer-first approach Great team player and willing to support in all areas of the branch Willingness to learn with an enthusiastic approach A driving licence is preferable as you will be required to cover the regular driver when he is out of the business We look forward to receiving your application!
Jul 05, 2025
Full time
Salary: £25,652+ Bonus + Excellent Benefits Sales Advisor - Halifax - Plumb Centre So, who are we? We are Plumb Centre, part of the Wolseley Group - a leading specialist trade merchant across the UK and Ireland. We pride ourselves in putting our people and customers at the heart of everything we do - and best of all, provide opportunities to develop skills and build careers through our award-winning Wolseley Talent Guild. Also, did we mention? In addition to the competitive salary, there are also benefits on tap - including Annual leave (increasing with length of service), a generous pension scheme (matched up to 9%), potential to earn bonuses, enhanced maternity / adoption leave and access to a great range of online and high street discounts. We also promote positive health and wellbeing by offering free access to healthcare, our popular YuLife app, our Cycle to Work scheme and more! As a Sales Advisor based in our Halifax branch you'll be responsible for: Assisting customers at the trade counter by understanding their specific needs and providing product recommendations. Handling customer enquiries via phone and email with a positive, proactive attitude, building strong customer relationships and ensuring excellent customer service. Carrying out general warehouse duties, including picking and packing customer orders and unpacking stock to be booked in on our system and put away in the warehouse Merchandising displays to a high standard in the branch. This is a full time, permanent role - Monday to Friday between 07.30am - 5pm and Saturday on a rota basis 08.00am - 12.00pm. And here's what we'd like you to have: Plumbing & Heating experience is essential Proven experience in a face to face sales/customer service position Great communication skills and a customer-first approach Great team player and willing to support in all areas of the branch Willingness to learn with an enthusiastic approach A driving licence is preferable as you will be required to cover the regular driver when he is out of the business We look forward to receiving your application!
MHP - Mieschke Hofmann und Partner Gesellschaft für Management- und IT-Beratung mbH
Einsatzort: Deutschlandweit & Hybrid Work Gesellschaft: MHP - A Porsche Company Die SAP-Beratung liegt in der DNA von MHP. Wir bieten Raum für moderne Digitalisierungslösungen und entwickeln unser SAP-Portfolio ständig weiter - insbesondere in den Bereichen C/4, BW/4 und S/4HANA. Als (Senior) Manager (f/m/d) im Bereich SAP Finance übernimmst du eine zentrale Rolle in der Weiterentwicklung unserer Projekte und trägst die Verantwortung für die erfolgreiche Umsetzung von SAP Finance-Lösungen. Dabei warten die folgenden Aufgaben auf dich: Eigenverantwortliche Planung und Durchführung vonSAP-Projekten im Finance Umfeld mit Blick auf die End to End Prozesslandschaft - von der Aufwandskalkulation über die Umsetzung bis hin zu Workshops und Schulungen Übernahme der gesamtheitlichen Verantwortung und Weiterentwicklung für ein Portfolioelement im Kontext SAP Finance (Teil) Projektleitung inklusive Budget- und Erfolgsverantwortung als Hauptansprechpartner:in für den Kunden und/oder fachliche Führung der internen Kolleg:innen sowie deren Aus- und Weiterbildung Fachliche Verantwortung für Sales Aktivitäten im Umfeld SAP Finance als Schnittstelle zum Vertrieb, dazu gehört u. a. die Führung eines Bid-Teams und die Ausgestaltung von Angeboten Um für deinen Weg als (Senior) Manager gewappnet zu sein, hast du folgende Qualifikationen im Gepäck: Abgeschlossenes Studium und mindestens 6 Jahre Berufserfahrung in der Beratung oder im Inhouse Consulting mit dem Fokus SAP FI oder SAP CO Leidenschaft für fachliche und strategische Führung und den Ausbau von Partnerschaften Expertise in der SAP Lösungskomponente FI oder CO und im S/4HANA Umfeld sowie Erfahrungen in der fachlichen Führung und/oder Projektleitung von SAP Finance Projekten Deine Arbeitsweise ist geprägt durch das Auftreten als Trusted Advisor und MHP-Repräsentant:in beim Kunden wie auch bei MHP intern Wissenswertes vor der Abfahrt: Beginn: nach Vereinbarung - immer zu Beginn eines Monats Arbeitszeit: in Vollzeit (40h); 30 Urlaubstage Arbeitsverhältnis: Unbefristet Bereich: Consulting Sprache: sicheres Deutsch & Englisch Flexibilität & Reisebereitschaft Sonstiges: eine gültige Arbeitserlaubnis; bei Bedarf können wir die Arbeitserlaubnis im Rahmen unseres Recruiting-Prozesses beantragen. Das Verfahren benötigt Zeit und hat Einfluss auf das Startdatum.
Jul 05, 2025
Full time
Einsatzort: Deutschlandweit & Hybrid Work Gesellschaft: MHP - A Porsche Company Die SAP-Beratung liegt in der DNA von MHP. Wir bieten Raum für moderne Digitalisierungslösungen und entwickeln unser SAP-Portfolio ständig weiter - insbesondere in den Bereichen C/4, BW/4 und S/4HANA. Als (Senior) Manager (f/m/d) im Bereich SAP Finance übernimmst du eine zentrale Rolle in der Weiterentwicklung unserer Projekte und trägst die Verantwortung für die erfolgreiche Umsetzung von SAP Finance-Lösungen. Dabei warten die folgenden Aufgaben auf dich: Eigenverantwortliche Planung und Durchführung vonSAP-Projekten im Finance Umfeld mit Blick auf die End to End Prozesslandschaft - von der Aufwandskalkulation über die Umsetzung bis hin zu Workshops und Schulungen Übernahme der gesamtheitlichen Verantwortung und Weiterentwicklung für ein Portfolioelement im Kontext SAP Finance (Teil) Projektleitung inklusive Budget- und Erfolgsverantwortung als Hauptansprechpartner:in für den Kunden und/oder fachliche Führung der internen Kolleg:innen sowie deren Aus- und Weiterbildung Fachliche Verantwortung für Sales Aktivitäten im Umfeld SAP Finance als Schnittstelle zum Vertrieb, dazu gehört u. a. die Führung eines Bid-Teams und die Ausgestaltung von Angeboten Um für deinen Weg als (Senior) Manager gewappnet zu sein, hast du folgende Qualifikationen im Gepäck: Abgeschlossenes Studium und mindestens 6 Jahre Berufserfahrung in der Beratung oder im Inhouse Consulting mit dem Fokus SAP FI oder SAP CO Leidenschaft für fachliche und strategische Führung und den Ausbau von Partnerschaften Expertise in der SAP Lösungskomponente FI oder CO und im S/4HANA Umfeld sowie Erfahrungen in der fachlichen Führung und/oder Projektleitung von SAP Finance Projekten Deine Arbeitsweise ist geprägt durch das Auftreten als Trusted Advisor und MHP-Repräsentant:in beim Kunden wie auch bei MHP intern Wissenswertes vor der Abfahrt: Beginn: nach Vereinbarung - immer zu Beginn eines Monats Arbeitszeit: in Vollzeit (40h); 30 Urlaubstage Arbeitsverhältnis: Unbefristet Bereich: Consulting Sprache: sicheres Deutsch & Englisch Flexibilität & Reisebereitschaft Sonstiges: eine gültige Arbeitserlaubnis; bei Bedarf können wir die Arbeitserlaubnis im Rahmen unseres Recruiting-Prozesses beantragen. Das Verfahren benötigt Zeit und hat Einfluss auf das Startdatum.
Technical Account Manager, AWS Enterprise Support, AWS Enterprise Support CEE An AWS Technical Account Manager is a trusted advisor and cloud operations architect for our Enterprise Support customers. As a trusted advisor, you'll have a direct impact in helping our customers gain the most value from cloud technology. You'll craft and execute strategies to drive our customers' adoption and use of AWS services, including products like EC2, S3, DynamoDB, RDS databases, Lambda, CloudFront CDN, IoT, and more. Our Technical Account Managers partner with some of the most iconic businesses in the country, ranging from startups building their business from scratch to large enterprises undergoing significant transformation. You'll provide advice on architecture, support strategy, project and launch planning, as well as ongoing operational issues. Key job responsibilities Build solutions, provide technical guidance, and advocate for the customer. Ensure AWS environments remain operationally healthy while reducing cost and complexity. Develop trusting relationships with customers, understanding their business needs and technical challenges. Drive technical discussions regarding incidents, trade-offs, and risk management using your technical acumen and customer obsession. Consult with a range of partners from developers to C-suite executives. Collaborate with AWS Solutions Architects, Business Developers, Professional Services Consultants, and Sales Account Managers. Proactively find opportunities for customers to gain additional value from AWS. Provide detailed reviews of service disruptions, monthly and quarterly metrics, and detailed pre-launch planning. Solve problems across different customers as they migrate workloads to the cloud. Uplift customer capabilities by running workshops, immersion days, etc. A day in the life See what the team says about their roles: About the team As we continue to rapidly expand in EMEA, you'll have opportunities to develop your technical, consulting, and leadership skills. You'll work with talented cloud technologists, expand your knowledge of AWS products, and have the chance to receive mentorship and gain AWS certifications. Do you want to be part of history and transform businesses through cloud computing adoption? We would love to hear from you. Minimum requirements Experience with operational parameters and troubleshooting for at least three of the following: compute, storage, networking, CDN, databases, DevOps, big data and analytics, security, applications development in a distributed systems environment. Experience in technical engineering. Bachelor's degree. Preferred qualifications Experience with AWS services or other cloud offerings. Experience as a technical lead in an internal enterprise or external customer-facing environment. Amazon is an equal opportunities employer. We believe that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify, and build. Protecting your privacy and data security is a top priority for Amazon. Please consult our Privacy Notice to learn more about how we handle personal data. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need workplace accommodations during the application and hiring process, please visit this link . If your country or region isn't listed, please contact your Recruiting Partner.
Jul 05, 2025
Full time
Technical Account Manager, AWS Enterprise Support, AWS Enterprise Support CEE An AWS Technical Account Manager is a trusted advisor and cloud operations architect for our Enterprise Support customers. As a trusted advisor, you'll have a direct impact in helping our customers gain the most value from cloud technology. You'll craft and execute strategies to drive our customers' adoption and use of AWS services, including products like EC2, S3, DynamoDB, RDS databases, Lambda, CloudFront CDN, IoT, and more. Our Technical Account Managers partner with some of the most iconic businesses in the country, ranging from startups building their business from scratch to large enterprises undergoing significant transformation. You'll provide advice on architecture, support strategy, project and launch planning, as well as ongoing operational issues. Key job responsibilities Build solutions, provide technical guidance, and advocate for the customer. Ensure AWS environments remain operationally healthy while reducing cost and complexity. Develop trusting relationships with customers, understanding their business needs and technical challenges. Drive technical discussions regarding incidents, trade-offs, and risk management using your technical acumen and customer obsession. Consult with a range of partners from developers to C-suite executives. Collaborate with AWS Solutions Architects, Business Developers, Professional Services Consultants, and Sales Account Managers. Proactively find opportunities for customers to gain additional value from AWS. Provide detailed reviews of service disruptions, monthly and quarterly metrics, and detailed pre-launch planning. Solve problems across different customers as they migrate workloads to the cloud. Uplift customer capabilities by running workshops, immersion days, etc. A day in the life See what the team says about their roles: About the team As we continue to rapidly expand in EMEA, you'll have opportunities to develop your technical, consulting, and leadership skills. You'll work with talented cloud technologists, expand your knowledge of AWS products, and have the chance to receive mentorship and gain AWS certifications. Do you want to be part of history and transform businesses through cloud computing adoption? We would love to hear from you. Minimum requirements Experience with operational parameters and troubleshooting for at least three of the following: compute, storage, networking, CDN, databases, DevOps, big data and analytics, security, applications development in a distributed systems environment. Experience in technical engineering. Bachelor's degree. Preferred qualifications Experience with AWS services or other cloud offerings. Experience as a technical lead in an internal enterprise or external customer-facing environment. Amazon is an equal opportunities employer. We believe that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify, and build. Protecting your privacy and data security is a top priority for Amazon. Please consult our Privacy Notice to learn more about how we handle personal data. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need workplace accommodations during the application and hiring process, please visit this link . If your country or region isn't listed, please contact your Recruiting Partner.
About us At Sierra, we're building a platform to enable every company in the world to build their own autonomous AI agents for everything from customer service to commerce. We are primarily an in-person company based in San Francisco, with growing offices in Atlanta and London. We are guided by a set of values that are at the core of our actions and define our culture: Trust, Customer Obsession, Craftsmanship, Intensity, and Family. These values are the foundation of our work, and we are committed to upholding them in everything we do. What you'll do Build Enterprise-grade AI Agents : As an Agent PM at Sierra, you will be responsible for partnering directly with our engineers and customers to build and ship AI agents that handle thousands of customer conversations a day. Engage with Customers : In the role, you will engage with all levels of our customers' businesses: Discover and assess their requirements. Prepare and present demonstrations of Sierra's agent. Address and overcome technical challenges in the business process by working with technical counterparts. Develop and improve Sierra virtual agents to fit and anticipate our customers' needs and business processes. Become trusted advisors and drive strategic technical strategies for our customers. Shape the Product Roadmap : Work with Sierra's engineering and product development teams to scope and implement new features essential to the success of your customers. What you'll bring 5-7+ years experience in product development of highly technical products. Past experience in Product Management or other similar product development roles at or above the level of Senior Product Manager. Experience crafting and tailoring a message for potential customers, including executives. Ability to communicate highly technical concepts to both non-technical and technically proficient audiences, including recent AI developments. Degree in a technical or related field, or equivalent professional experience. Even better AI-related experience (experience with product development for AI agents a plus). Some coding experience with React, Typescript, and Go. MBA or equivalent professional experience (while this is a product management role, you will have the opportunity to lean into broader business roles). Past roles that interface with end customers to influence software development. Our values Trust: We build trust with our customers with our accountability, empathy, quality, and responsiveness. We build trust in AI by making it more accessible, safe, and useful. We build trust with each other by showing up for each other professionally and personally, creating an environment that enables all of us to do our best work. Customer Obsession: We deeply understand our customers' business goals and relentlessly focus on driving outcomes, not just technical milestones. Everyone at the company knows and spends time with our customers. When our customer is having an issue, we drop everything and fix it. Craftsmanship: We get the details right, from the words on the page to the system architecture. We have good taste. When we notice something isn't right, we take the time to fix it. We are proud of the products we produce. We continuously self-reflect to continuously self-improve. Intensity: We know we don't have the luxury of patience. We play to win. We care about our product being the best, and when it isn't, we fix it. When we fail, we talk about it openly and without blame so we succeed the next time. Family: We know that balance and intensity are compatible, and we model it in our actions and processes. We are the best technology company for parents. We support and respect each other and celebrate each other's personal and professional achievements. What we offer We want our benefits to reflect our values and offer the following to full-time employees in the United States: Flexible (Unlimited) Paid Time Off Medical, Dental, and Vision benefits for you and your family Life Insurance and Disability Benefits 401(k) Plan with Sierra match Parental Leave Fertility and Family Building Benefits through Carrot Lunch, as well as delicious snacks and coffee to keep you energized Discretionary Benefit Stipend giving people the ability to spend where it matters most These benefits are further detailed in Sierra's policies and are subject to change at any time, consistent with the terms of any applicable compensation or benefits plans. Eligible full-time employees can participate in Sierra's equity plans subject to the terms of the applicable plans and policies. Be you, with us We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn't precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
Jul 05, 2025
Full time
About us At Sierra, we're building a platform to enable every company in the world to build their own autonomous AI agents for everything from customer service to commerce. We are primarily an in-person company based in San Francisco, with growing offices in Atlanta and London. We are guided by a set of values that are at the core of our actions and define our culture: Trust, Customer Obsession, Craftsmanship, Intensity, and Family. These values are the foundation of our work, and we are committed to upholding them in everything we do. What you'll do Build Enterprise-grade AI Agents : As an Agent PM at Sierra, you will be responsible for partnering directly with our engineers and customers to build and ship AI agents that handle thousands of customer conversations a day. Engage with Customers : In the role, you will engage with all levels of our customers' businesses: Discover and assess their requirements. Prepare and present demonstrations of Sierra's agent. Address and overcome technical challenges in the business process by working with technical counterparts. Develop and improve Sierra virtual agents to fit and anticipate our customers' needs and business processes. Become trusted advisors and drive strategic technical strategies for our customers. Shape the Product Roadmap : Work with Sierra's engineering and product development teams to scope and implement new features essential to the success of your customers. What you'll bring 5-7+ years experience in product development of highly technical products. Past experience in Product Management or other similar product development roles at or above the level of Senior Product Manager. Experience crafting and tailoring a message for potential customers, including executives. Ability to communicate highly technical concepts to both non-technical and technically proficient audiences, including recent AI developments. Degree in a technical or related field, or equivalent professional experience. Even better AI-related experience (experience with product development for AI agents a plus). Some coding experience with React, Typescript, and Go. MBA or equivalent professional experience (while this is a product management role, you will have the opportunity to lean into broader business roles). Past roles that interface with end customers to influence software development. Our values Trust: We build trust with our customers with our accountability, empathy, quality, and responsiveness. We build trust in AI by making it more accessible, safe, and useful. We build trust with each other by showing up for each other professionally and personally, creating an environment that enables all of us to do our best work. Customer Obsession: We deeply understand our customers' business goals and relentlessly focus on driving outcomes, not just technical milestones. Everyone at the company knows and spends time with our customers. When our customer is having an issue, we drop everything and fix it. Craftsmanship: We get the details right, from the words on the page to the system architecture. We have good taste. When we notice something isn't right, we take the time to fix it. We are proud of the products we produce. We continuously self-reflect to continuously self-improve. Intensity: We know we don't have the luxury of patience. We play to win. We care about our product being the best, and when it isn't, we fix it. When we fail, we talk about it openly and without blame so we succeed the next time. Family: We know that balance and intensity are compatible, and we model it in our actions and processes. We are the best technology company for parents. We support and respect each other and celebrate each other's personal and professional achievements. What we offer We want our benefits to reflect our values and offer the following to full-time employees in the United States: Flexible (Unlimited) Paid Time Off Medical, Dental, and Vision benefits for you and your family Life Insurance and Disability Benefits 401(k) Plan with Sierra match Parental Leave Fertility and Family Building Benefits through Carrot Lunch, as well as delicious snacks and coffee to keep you energized Discretionary Benefit Stipend giving people the ability to spend where it matters most These benefits are further detailed in Sierra's policies and are subject to change at any time, consistent with the terms of any applicable compensation or benefits plans. Eligible full-time employees can participate in Sierra's equity plans subject to the terms of the applicable plans and policies. Be you, with us We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn't precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
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.
Jul 05, 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.
TIGER MEDIA RECRUITMENT LIMITED
Smethwick, West Midlands
ExperiencedSelf EmployedProtection Advisor, Domestic & Business Market Leading Commission Rates Our client is expanding throughoutGreat Britain and NorthernIrelandand they are looking to grow their team of Sales Executives/Protection Advisers.Their success is based on a reputation for being financially strong,stableand trustworthy - helping people to build financial freedom and protection against click apply for full job details
Jul 05, 2025
Full time
ExperiencedSelf EmployedProtection Advisor, Domestic & Business Market Leading Commission Rates Our client is expanding throughoutGreat Britain and NorthernIrelandand they are looking to grow their team of Sales Executives/Protection Advisers.Their success is based on a reputation for being financially strong,stableand trustworthy - helping people to build financial freedom and protection against click apply for full job details
Job Title: Health and Safety Advisor (Training) ref 000A 25EB / 1 Health & Safety advisor needed in Rotherham Paying £19.66 per hr ref 000A 25EB / 1 Full time hours on a temporarybasis Were looking for an experienced Health and Safety professional to support the client in delivering key training and compliance objectives click apply for full job details
Jul 05, 2025
Seasonal
Job Title: Health and Safety Advisor (Training) ref 000A 25EB / 1 Health & Safety advisor needed in Rotherham Paying £19.66 per hr ref 000A 25EB / 1 Full time hours on a temporarybasis Were looking for an experienced Health and Safety professional to support the client in delivering key training and compliance objectives click apply for full job details
The European practice for Hackett is well established across Transformation, Benchmarking and Advisory. (Advisory is a multi-year programme-based model providing intellectual property and coaching to a wide client base). We are now building our Transformation capability in the UK and across our European practice. Working with C-suite executives and Procurement and Supply Chain leadership teams, we design and implement change/transformation programmes to deliver World-Class performance. As a growing practice, we have a solid foundation in classic procurement consulting basics such as spend analysis and category strategy. Additionally, we build upon Hackett's unique propositions in benchmarking and transformation to deliver highly strategic programmes for our usually global clients which enable them to close the gap between themselves and their peers. Our work is highly varied, and we pride ourselves on being able to respond flexibly to our clients' needs. Hackett's unrivalled data and intellectual property allow us to engage clients more objectively than any of our competitors. However, we also need to have the skills and gravitas to support our clients in deploying such solutions on a business-led basis. Consulting Experience: Value proposition development for practice development Stakeholder and Project Management Cross-sector/capability awareness UK, International and Global clients, 3-5 years experience in a consulting role Industry experience in a procurement role, 5-7 years Technical Experience: Digital Procurement S2P process optimization and integration Operating Model Design, transition, and implementation Third Party Risk Management design, implementation, and optimization Digital Procurement data management design and operation awareness Performance Management definition, introduction, and optimization Sustainability introduction and operation across all three ESG areas Category strategy development and execution Spend analysis and opportunity assessment Benchmarking and business case development Cost reduction and benefits tracking Supplier Relationship Management assessment and development Technology Experience: Procurement Technology (full suite and Best of Breed) awareness Automation and AI introduction Language Requirement: English (native or level of fluency of A2+) A second language is a benefit but not essential
Jul 05, 2025
Full time
The European practice for Hackett is well established across Transformation, Benchmarking and Advisory. (Advisory is a multi-year programme-based model providing intellectual property and coaching to a wide client base). We are now building our Transformation capability in the UK and across our European practice. Working with C-suite executives and Procurement and Supply Chain leadership teams, we design and implement change/transformation programmes to deliver World-Class performance. As a growing practice, we have a solid foundation in classic procurement consulting basics such as spend analysis and category strategy. Additionally, we build upon Hackett's unique propositions in benchmarking and transformation to deliver highly strategic programmes for our usually global clients which enable them to close the gap between themselves and their peers. Our work is highly varied, and we pride ourselves on being able to respond flexibly to our clients' needs. Hackett's unrivalled data and intellectual property allow us to engage clients more objectively than any of our competitors. However, we also need to have the skills and gravitas to support our clients in deploying such solutions on a business-led basis. Consulting Experience: Value proposition development for practice development Stakeholder and Project Management Cross-sector/capability awareness UK, International and Global clients, 3-5 years experience in a consulting role Industry experience in a procurement role, 5-7 years Technical Experience: Digital Procurement S2P process optimization and integration Operating Model Design, transition, and implementation Third Party Risk Management design, implementation, and optimization Digital Procurement data management design and operation awareness Performance Management definition, introduction, and optimization Sustainability introduction and operation across all three ESG areas Category strategy development and execution Spend analysis and opportunity assessment Benchmarking and business case development Cost reduction and benefits tracking Supplier Relationship Management assessment and development Technology Experience: Procurement Technology (full suite and Best of Breed) awareness Automation and AI introduction Language Requirement: English (native or level of fluency of A2+) A second language is a benefit but not essential
TIGER MEDIA RECRUITMENT LIMITED
Iver, Buckinghamshire
ExperiencedSelf EmployedProtection Advisor, Domestic & Business Market Leading Commission Rates Our client is expanding throughoutGreat Britain and NorthernIrelandand they are looking to grow their team of Sales Executives/Protection Advisers.Their success is based on a reputation for being financially strong,stableand trustworthy - helping people to build financial freedom and protection against click apply for full job details
Jul 05, 2025
Full time
ExperiencedSelf EmployedProtection Advisor, Domestic & Business Market Leading Commission Rates Our client is expanding throughoutGreat Britain and NorthernIrelandand they are looking to grow their team of Sales Executives/Protection Advisers.Their success is based on a reputation for being financially strong,stableand trustworthy - helping people to build financial freedom and protection against click apply for full job details
We are recruiting for a motivated and experienced Aftersales Development Coach to train Aftersales Advisors and Apprentices across our Scottish branches. What we offer 33 days' annual leave Hybrid working Company car, mobile and laptop Generous employee discounts Private healthcare Opportunities for training and progression Workplace pension Life assurance Simplyhealth: all employees have access click apply for full job details
Jul 05, 2025
Full time
We are recruiting for a motivated and experienced Aftersales Development Coach to train Aftersales Advisors and Apprentices across our Scottish branches. What we offer 33 days' annual leave Hybrid working Company car, mobile and laptop Generous employee discounts Private healthcare Opportunities for training and progression Workplace pension Life assurance Simplyhealth: all employees have access click apply for full job details
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience 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 based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. 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 develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. 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.
Jul 05, 2025
Full time
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience 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 based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. 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 develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. 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.
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.
Jul 05, 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.
ExperiencedSelf EmployedProtection Advisor, Domestic & Business Market Leading Commission Rates Our client is expanding throughoutGreat Britain and NorthernIrelandand they are looking to grow their team of Sales Executives/Protection Advisers.Their success is based on a reputation for being financially strong,stableand trustworthy - helping people to build financial freedom and protection against click apply for full job details
Jul 05, 2025
Full time
ExperiencedSelf EmployedProtection Advisor, Domestic & Business Market Leading Commission Rates Our client is expanding throughoutGreat Britain and NorthernIrelandand they are looking to grow their team of Sales Executives/Protection Advisers.Their success is based on a reputation for being financially strong,stableand trustworthy - helping people to build financial freedom and protection against click apply for full job details
To fulfil the statutory role of Personal Adviser and deliver the range of legal duties outlined in the Children Act 1989 to young people aged 16 to 25 who have been looked after by the council. To hold a caseload of young people and advise, assist and support them to achieve positive outcomes as outlined in their Pathway Plan, ensuring the council remains in contact with them and enables them to make a positive transition to independence and adulthood. This may include partnership working to prevent or reduce the risk and vulnerability factors associated with care leavers, including those who have unsettled immigration status. To implement and review Pathway Plans, through direct work with the young people, their families, their communities and carers (where appropriate) and support networks, using evidence-based models of support. To deliver the Local Offer for Care Leavers with partner agencies. Commitment to Diversity: As a member of the service, to take individual and collective professional responsibility for championing the council's diversity agenda, proactively implementing initiatives which secure equality of access and outcomes. Commit to continually developing personal understanding of diversity
Jul 05, 2025
Contractor
To fulfil the statutory role of Personal Adviser and deliver the range of legal duties outlined in the Children Act 1989 to young people aged 16 to 25 who have been looked after by the council. To hold a caseload of young people and advise, assist and support them to achieve positive outcomes as outlined in their Pathway Plan, ensuring the council remains in contact with them and enables them to make a positive transition to independence and adulthood. This may include partnership working to prevent or reduce the risk and vulnerability factors associated with care leavers, including those who have unsettled immigration status. To implement and review Pathway Plans, through direct work with the young people, their families, their communities and carers (where appropriate) and support networks, using evidence-based models of support. To deliver the Local Offer for Care Leavers with partner agencies. Commitment to Diversity: As a member of the service, to take individual and collective professional responsibility for championing the council's diversity agenda, proactively implementing initiatives which secure equality of access and outcomes. Commit to continually developing personal understanding of diversity
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. 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 manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. 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.
Jul 05, 2025
Full time
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. 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 manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. 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.
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.
Jul 05, 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.
Finance, Benefit and Debt Advisor Salary: £27,783 Pro Rata (£13,706 for 18.5 hours) Location: Isle of Wight - This role is face to face delivery Contract: Part time Permanent Rebuilding your life whilst on probation is one of the toughest challenges a person can face click apply for full job details
Jul 05, 2025
Full time
Finance, Benefit and Debt Advisor Salary: £27,783 Pro Rata (£13,706 for 18.5 hours) Location: Isle of Wight - This role is face to face delivery Contract: Part time Permanent Rebuilding your life whilst on probation is one of the toughest challenges a person can face click apply for full job details
