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Chief Finance Officer and Treasurer
We Manage Jobs(WMJobs) Birmingham, Staffordshire
Overview Chief Finance Officer & Treasurer Leading into the future At a time of evolving challenges we see opportunities, we're looking for a finance leader who can turn complexity into clarity and strategy into impact. Salary: Up to £75,147 (FTE) Working pattern: 30 hours per week - to be worked flexibly. Operational Budget: Approximately £3.54m Reports to: Chief Executive and a member of the Leadership Team Team: Finance Manager, Finance Officer (procurement & contracts lead), 2 Finance Assistants About the Role We're seeking an exceptional Chief Finance Officer and Treasurer to join our Senior Leadership Team and lead all financial, procurement, and contractual matters across our organisation. As our CFO, you'll be the organisation's principal financial adviser with the authority and status to influence all material decisions. You'll provide professional leadership for governance, stewardship, and value for money, operating in line with CIPFA's five core principles for CFOs in local government. This is a pivotal role for a strategic finance leader who thrives in a complex, multi-stakeholder environment and is passionate about driving organisational success through excellent financial management. What You'll Do Strategic Leadership Shape corporate budget setting and medium-term financial strategy as a full SLT member Provide scenario analysis and strategic insights to leadership, Shareholder Board, and external partners Contribute to 5-year strategic planning and 3-year business/financial plan development Financial Excellence Lead all accounting processes, budgetary control, and treasury management Develop commercial pricing models and cost-recovery methodologies for traded services Manage annual audit processes and statutory returns to HMRC, Certification Office, and other bodies Governance & Risk Provide authoritative advice on finance governance, including reserves management and employer responsibilities Lead business risk identification with appropriate insurance and compliance measures Ensure full compliance with procurement regulations and legislative requirements Partnership & Growth Support financial and business development for joint funding projects and grant applications Lead external engagement with elected members, local authorities, and public/private sector partners Deputise for the Chief Executive at regional and national meetings What We're Looking For Essential Qualifications & Experience CCAB Qualified Accountant (CIPFA preferred) or significant relevant experience Senior finance leadership experience in a large public or private organisation Proven track record in financial reporting and annual Statement of Accounts preparation Strategic planning and corporate performance management experience Deep knowledge of governance, risk management, and audit requirements Key Expertise: Capital finance and treasury management (Local Government environment advantageous) Grant management and diverse financial accounting approaches Procurement processes, partnership working, and complex contractual arrangements Financial systems implementation and process development Reserve management and pension liability administration Leadership Skills Strategic prioritisation and motivational presentation abilities Strong negotiation skills with commercial acumen Advanced data analysis and budgetary management capabilities Experience leading collaborative partnerships and complex stakeholder relationships Why Join Us? Strategic Impact: Shape organisational direction as a key Senior Leadership Team member Professional Growth: Lead a skilled finance team in a dynamic, evolving environment Diverse Responsibilities: Combine traditional CFO duties with procurement leadership and strategic partnership development External Engagement: Represent the organisation at regional and national level Complex Challenges: Work with diverse funding streams, joint ventures, and multi-partner arrangements Ready to Apply? If you're a strategic finance leader ready to make your mark in a senior role with significant autonomy and impact, we'd love to hear from you. If you would like a more detailed discussion about the role and the future of WME, please contact our Chief Executive, Rebecca Davis - to arrange an informal discussion. Closing Date: Sunday 19th October 2025 Application Process As this is a pivotal role for WME we will be holding a comprehensive assessment process, and providing successful applications at shortlisting to spend time with WME colleagues at our Birmingham Offices. Assessment Centre - Monday 3rd November at our offices in the Jewellery Quarter The assessment centre will include several elements, like a technical interview, psychometric testing and written assessment, as well as an opportunity to meet the team and a values based interview. Final Interview - Monday 10th November at our offices in the Jewellery Quarter Your final interview will be with our Senior Leadership Team and the WME Management Board Chair / Vice Chair. We are committed to equality of opportunity and welcome applications from all qualified candidates. Please contact Lesley Shore - if you require any particular adaptions to support you to fully take part in the process. Attached documents Job Description and Person Specification
Sep 21, 2025
Full time
Overview Chief Finance Officer & Treasurer Leading into the future At a time of evolving challenges we see opportunities, we're looking for a finance leader who can turn complexity into clarity and strategy into impact. Salary: Up to £75,147 (FTE) Working pattern: 30 hours per week - to be worked flexibly. Operational Budget: Approximately £3.54m Reports to: Chief Executive and a member of the Leadership Team Team: Finance Manager, Finance Officer (procurement & contracts lead), 2 Finance Assistants About the Role We're seeking an exceptional Chief Finance Officer and Treasurer to join our Senior Leadership Team and lead all financial, procurement, and contractual matters across our organisation. As our CFO, you'll be the organisation's principal financial adviser with the authority and status to influence all material decisions. You'll provide professional leadership for governance, stewardship, and value for money, operating in line with CIPFA's five core principles for CFOs in local government. This is a pivotal role for a strategic finance leader who thrives in a complex, multi-stakeholder environment and is passionate about driving organisational success through excellent financial management. What You'll Do Strategic Leadership Shape corporate budget setting and medium-term financial strategy as a full SLT member Provide scenario analysis and strategic insights to leadership, Shareholder Board, and external partners Contribute to 5-year strategic planning and 3-year business/financial plan development Financial Excellence Lead all accounting processes, budgetary control, and treasury management Develop commercial pricing models and cost-recovery methodologies for traded services Manage annual audit processes and statutory returns to HMRC, Certification Office, and other bodies Governance & Risk Provide authoritative advice on finance governance, including reserves management and employer responsibilities Lead business risk identification with appropriate insurance and compliance measures Ensure full compliance with procurement regulations and legislative requirements Partnership & Growth Support financial and business development for joint funding projects and grant applications Lead external engagement with elected members, local authorities, and public/private sector partners Deputise for the Chief Executive at regional and national meetings What We're Looking For Essential Qualifications & Experience CCAB Qualified Accountant (CIPFA preferred) or significant relevant experience Senior finance leadership experience in a large public or private organisation Proven track record in financial reporting and annual Statement of Accounts preparation Strategic planning and corporate performance management experience Deep knowledge of governance, risk management, and audit requirements Key Expertise: Capital finance and treasury management (Local Government environment advantageous) Grant management and diverse financial accounting approaches Procurement processes, partnership working, and complex contractual arrangements Financial systems implementation and process development Reserve management and pension liability administration Leadership Skills Strategic prioritisation and motivational presentation abilities Strong negotiation skills with commercial acumen Advanced data analysis and budgetary management capabilities Experience leading collaborative partnerships and complex stakeholder relationships Why Join Us? Strategic Impact: Shape organisational direction as a key Senior Leadership Team member Professional Growth: Lead a skilled finance team in a dynamic, evolving environment Diverse Responsibilities: Combine traditional CFO duties with procurement leadership and strategic partnership development External Engagement: Represent the organisation at regional and national level Complex Challenges: Work with diverse funding streams, joint ventures, and multi-partner arrangements Ready to Apply? If you're a strategic finance leader ready to make your mark in a senior role with significant autonomy and impact, we'd love to hear from you. If you would like a more detailed discussion about the role and the future of WME, please contact our Chief Executive, Rebecca Davis - to arrange an informal discussion. Closing Date: Sunday 19th October 2025 Application Process As this is a pivotal role for WME we will be holding a comprehensive assessment process, and providing successful applications at shortlisting to spend time with WME colleagues at our Birmingham Offices. Assessment Centre - Monday 3rd November at our offices in the Jewellery Quarter The assessment centre will include several elements, like a technical interview, psychometric testing and written assessment, as well as an opportunity to meet the team and a values based interview. Final Interview - Monday 10th November at our offices in the Jewellery Quarter Your final interview will be with our Senior Leadership Team and the WME Management Board Chair / Vice Chair. We are committed to equality of opportunity and welcome applications from all qualified candidates. Please contact Lesley Shore - if you require any particular adaptions to support you to fully take part in the process. Attached documents Job Description and Person Specification
Executive Assistant to the Board of Directors/CEO
NHS Tipton, West Midlands
Executive Assistant to the Board of Directors/CEO Managing the business support team providing administrative support across the organisation, you will directly support the Board of Trustees and Executive Management Team by way of diary management, travel coordination, liaising with internal and external stakeholders, coordination of meetings, events and project assistance, taking notes and minutes / follow-up actions for the senior leadership team.You must be able to use your initiative, problem solve and have excellent communication skills to liaise with a wide range of stakeholders. Prior experience as a Personal / Executive Assistant is a necessity for this position, supporting at a senior level within a charitable organisation would be highly beneficial. Main duties of the job To provide a professional and comprehensive administrativeand secretarial support to the Board of Directors (Trustees),Chief Executive Officer (CEO) and Executive ManagementTeam (EMT). Manage the day-to-day operations of the Business Supportteam, ensuring efficient processes, and contributing to overallbusiness planning and performance. Improvement of businessfunctions, managing resources, and acting as a liaison betweendifferent teams and departments across the organisation. Ensure good quality information flows between Trustees,Executive Management Team and the wider charity, acting as apoint of contact for the Board of Directors, and ensuring that aformal schedule of matters for Directors decisions ismaintained. Facilitate seamless and productive communication across keystakeholders, to support the effective delivery of theorganisations goals and objectives. About us About our Organisation We are a charity that exists to transform lives through delivering impactful services across Sandwell and the surrounding areas. We work collaboratively with public, private and voluntary organisations, educational settings and other partners to design and deliver sustainable innovative solutions to improve the lives of children, families, young people and adults from early years to end of life care. What we offer: 28 Days annual leave + 8 days bank holiday (pro rata for part time employees) Employee Assistance Programme Free on-site parking Comprehensive training and development opportunities Exclusive deals and discounts on products and services Friendly and supportive working environment Murray Hall Community Trust is an equal opportunities employer and will provide reasonable adjustments throughout the recruitment process and invite potential applicants to contact us to identify any additional support they may require to enable them to make an application. Job responsibilities Provide support to the CEO, EMT and Board of Directors fordiary management, arranging and co-ordinating meetings and events, organisingvenues and resources as required. To advise on the annual calendar of the Trusts Boardmeetings and tasks and maintain appropriate records. Responsible for the organisation and co-ordination of Boardand Sub-committee meetings in conjunction with the Chair of the Board and theChairs of the Committees. Liaise with the Chair, Directors, CEO and EMT to scheduleany other meetings and events as required, some of which may be critical andurgent. Work with the Chair to develop Board meeting agendas, andmake arrangements for presentations and internal/external speakers. Liaise with the CEO and EMT regarding preparation formeetings, and conduct meeting follow up. This includes preparing meetingagendas, collating and distributing meeting minutes, reports and other papersin good time for Board and other meetings. Following up on any agreed actionpoints with those responsible and informing the Chair of progress. Send papers toDirectors by post and email if requested. Provide efficient secretarial assistance for meetings, suchas sending meeting invites and virtual log-ins, managing room bookings andarranging refreshments. Assisting Directors with travel arrangements and thepayment of expenses when required. Attend meetings as required (some of which may be out ofhours) and take accurate and professional minutes of Board meetings, sub-groupsand any ad-hoc meetings and maintain a record of attendance and apologies. Support the EMT with tasks including system administration(including software and telephones), and provide training, guidance and updatesas required. Responsible for monitoring and responding to incoming emailsfrom the MHCT plus others that may be relevant, forwarding emailsto the appropriate recipient(s) within the Trust. General administration of Using a customer centred approach, provide a comprehensiveadministrative support service to internal projects, staff members, externalstakeholders and service users. Provide full telephone support within the wider officeensuring that anyone contacting the Trust are dealt with empathetically,professionally and with respect. Preparation and issue of all written communications, emailsand letters on behalf of the CEO, Board of Directors and EMT, maintainingrecords of all correspondence as appropriate and filtering incomingcommunications/correspondence as necessary. Ensure copies of statutory policies and other documentsapproved by the Board are recorded, reviewed and published as agreed and as pergovernance requirements and internal processes. Take minutes and produce them accurately within specifieddeadlines, this will include attending Directors meetings, sub-committees andaccompanying the EMT to various meetings, some of which may be outside officehours. To be fully conversant with the Memorandum and Articles ofAssociation for the Charity and the Terms of Reference of its Committees and toadvise the Directors on matters of governance and procedure in this respect. Ensure the Trust Board is properly constituted, maintaincopies of current terms of reference and members of committees/working partiesand that meetings are quorate and all disclosure/conflict of interest. Support the Executive Team to ensure official and legalrecords are up to date, for example Charity Commission and Company Houserecords. Maintain a record of signed minutes of meetings and ensurecopies are sent to relevant parties upon direction from the CEO/Chair and arepublished as agreed at meetings. Maintain membership records of each individual Directorsterm of office and attendance and alert the Chair in advance of any impendingDirector (Trustee) vacancies and non-attendance at meetings. Support the Chair, CEO and HR, in the recruitment processfor Board Directors (Trustees) as required and to contribute to the inductionof newly appointed Directors. Establish and monitor the appraisal and performance reviewcycle for the Directors Board. Support to senior managers with production of reports,letters, emails and other communications and carrying out any otheradministrative tasks including photocopying, faxing, emailing, scanning,laminating and binding. Ensure the Bid Register is kept updated and liaise withother team members and stakeholders as required, ensuring organisation filesand documents are kept updated. Provide support with bids and tenders: such as setting upbid folders, this may include downloading documents, submitting clarificationquestions and checking on responses and communication via portal) completingthe due diligence sections, support with overseeing the contract &sub-contract document collections and overseeing completion of the information required. Maintain governance documents, files, contact details,activity data as required throughout the organisation. To set up, develop and maintain appropriate filling systems,both hard copy and electronically. Work within boundaries of confidentiality appropriate tosensitive and confidential information and manage information effectively inaccordance with legal requirements. Book, and prepare meeting rooms including ensuring requiredequipment and resources are available and set-up for use, for exampleprojectors/screens, flipcharts. Provide meet and greet and hospitality to visitors attendingmeetings with the Directors and/or EMT. Participate in own personal development by undertakingtraining specific to the job role. Assist in any project work as required. Maintain and support the ISMS information management systemfor information security, access and to co-ordinate and support with internalannual audits including preparation and resulting actions. To carry out any other duties as reasonably required. Person Specification Communication Excellent verbal and written communication skills with the ability to communicate at all levels, verbally, face to face, by telephone and in writing. Effective interpersonal skills and be able to communicate on a variety of levels with colleagues, Directors and professionals from other external organisations developing good working relationships. Demonstrate tact, diplomacy and an ability to operate with a high degree of flexibility and adaptability and in strict confidence. Personal Qualities A pleasant approachable manner with a mature professional approach to working. A willingness to adopt a flexible approach to work, the post holder may occasionally be required to work outside of normal working hours. The quality to work on own initiative; prioritise a varied work programme whilst being under pressure. . click apply for full job details
Sep 19, 2025
Full time
Executive Assistant to the Board of Directors/CEO Managing the business support team providing administrative support across the organisation, you will directly support the Board of Trustees and Executive Management Team by way of diary management, travel coordination, liaising with internal and external stakeholders, coordination of meetings, events and project assistance, taking notes and minutes / follow-up actions for the senior leadership team.You must be able to use your initiative, problem solve and have excellent communication skills to liaise with a wide range of stakeholders. Prior experience as a Personal / Executive Assistant is a necessity for this position, supporting at a senior level within a charitable organisation would be highly beneficial. Main duties of the job To provide a professional and comprehensive administrativeand secretarial support to the Board of Directors (Trustees),Chief Executive Officer (CEO) and Executive ManagementTeam (EMT). Manage the day-to-day operations of the Business Supportteam, ensuring efficient processes, and contributing to overallbusiness planning and performance. Improvement of businessfunctions, managing resources, and acting as a liaison betweendifferent teams and departments across the organisation. Ensure good quality information flows between Trustees,Executive Management Team and the wider charity, acting as apoint of contact for the Board of Directors, and ensuring that aformal schedule of matters for Directors decisions ismaintained. Facilitate seamless and productive communication across keystakeholders, to support the effective delivery of theorganisations goals and objectives. About us About our Organisation We are a charity that exists to transform lives through delivering impactful services across Sandwell and the surrounding areas. We work collaboratively with public, private and voluntary organisations, educational settings and other partners to design and deliver sustainable innovative solutions to improve the lives of children, families, young people and adults from early years to end of life care. What we offer: 28 Days annual leave + 8 days bank holiday (pro rata for part time employees) Employee Assistance Programme Free on-site parking Comprehensive training and development opportunities Exclusive deals and discounts on products and services Friendly and supportive working environment Murray Hall Community Trust is an equal opportunities employer and will provide reasonable adjustments throughout the recruitment process and invite potential applicants to contact us to identify any additional support they may require to enable them to make an application. Job responsibilities Provide support to the CEO, EMT and Board of Directors fordiary management, arranging and co-ordinating meetings and events, organisingvenues and resources as required. To advise on the annual calendar of the Trusts Boardmeetings and tasks and maintain appropriate records. Responsible for the organisation and co-ordination of Boardand Sub-committee meetings in conjunction with the Chair of the Board and theChairs of the Committees. Liaise with the Chair, Directors, CEO and EMT to scheduleany other meetings and events as required, some of which may be critical andurgent. Work with the Chair to develop Board meeting agendas, andmake arrangements for presentations and internal/external speakers. Liaise with the CEO and EMT regarding preparation formeetings, and conduct meeting follow up. This includes preparing meetingagendas, collating and distributing meeting minutes, reports and other papersin good time for Board and other meetings. Following up on any agreed actionpoints with those responsible and informing the Chair of progress. Send papers toDirectors by post and email if requested. Provide efficient secretarial assistance for meetings, suchas sending meeting invites and virtual log-ins, managing room bookings andarranging refreshments. Assisting Directors with travel arrangements and thepayment of expenses when required. Attend meetings as required (some of which may be out ofhours) and take accurate and professional minutes of Board meetings, sub-groupsand any ad-hoc meetings and maintain a record of attendance and apologies. Support the EMT with tasks including system administration(including software and telephones), and provide training, guidance and updatesas required. Responsible for monitoring and responding to incoming emailsfrom the MHCT plus others that may be relevant, forwarding emailsto the appropriate recipient(s) within the Trust. General administration of Using a customer centred approach, provide a comprehensiveadministrative support service to internal projects, staff members, externalstakeholders and service users. Provide full telephone support within the wider officeensuring that anyone contacting the Trust are dealt with empathetically,professionally and with respect. Preparation and issue of all written communications, emailsand letters on behalf of the CEO, Board of Directors and EMT, maintainingrecords of all correspondence as appropriate and filtering incomingcommunications/correspondence as necessary. Ensure copies of statutory policies and other documentsapproved by the Board are recorded, reviewed and published as agreed and as pergovernance requirements and internal processes. Take minutes and produce them accurately within specifieddeadlines, this will include attending Directors meetings, sub-committees andaccompanying the EMT to various meetings, some of which may be outside officehours. To be fully conversant with the Memorandum and Articles ofAssociation for the Charity and the Terms of Reference of its Committees and toadvise the Directors on matters of governance and procedure in this respect. Ensure the Trust Board is properly constituted, maintaincopies of current terms of reference and members of committees/working partiesand that meetings are quorate and all disclosure/conflict of interest. Support the Executive Team to ensure official and legalrecords are up to date, for example Charity Commission and Company Houserecords. Maintain a record of signed minutes of meetings and ensurecopies are sent to relevant parties upon direction from the CEO/Chair and arepublished as agreed at meetings. Maintain membership records of each individual Directorsterm of office and attendance and alert the Chair in advance of any impendingDirector (Trustee) vacancies and non-attendance at meetings. Support the Chair, CEO and HR, in the recruitment processfor Board Directors (Trustees) as required and to contribute to the inductionof newly appointed Directors. Establish and monitor the appraisal and performance reviewcycle for the Directors Board. Support to senior managers with production of reports,letters, emails and other communications and carrying out any otheradministrative tasks including photocopying, faxing, emailing, scanning,laminating and binding. Ensure the Bid Register is kept updated and liaise withother team members and stakeholders as required, ensuring organisation filesand documents are kept updated. Provide support with bids and tenders: such as setting upbid folders, this may include downloading documents, submitting clarificationquestions and checking on responses and communication via portal) completingthe due diligence sections, support with overseeing the contract &sub-contract document collections and overseeing completion of the information required. Maintain governance documents, files, contact details,activity data as required throughout the organisation. To set up, develop and maintain appropriate filling systems,both hard copy and electronically. Work within boundaries of confidentiality appropriate tosensitive and confidential information and manage information effectively inaccordance with legal requirements. Book, and prepare meeting rooms including ensuring requiredequipment and resources are available and set-up for use, for exampleprojectors/screens, flipcharts. Provide meet and greet and hospitality to visitors attendingmeetings with the Directors and/or EMT. Participate in own personal development by undertakingtraining specific to the job role. Assist in any project work as required. Maintain and support the ISMS information management systemfor information security, access and to co-ordinate and support with internalannual audits including preparation and resulting actions. To carry out any other duties as reasonably required. Person Specification Communication Excellent verbal and written communication skills with the ability to communicate at all levels, verbally, face to face, by telephone and in writing. Effective interpersonal skills and be able to communicate on a variety of levels with colleagues, Directors and professionals from other external organisations developing good working relationships. Demonstrate tact, diplomacy and an ability to operate with a high degree of flexibility and adaptability and in strict confidence. Personal Qualities A pleasant approachable manner with a mature professional approach to working. A willingness to adopt a flexible approach to work, the post holder may occasionally be required to work outside of normal working hours. The quality to work on own initiative; prioritise a varied work programme whilst being under pressure. . click apply for full job details
Mckinlay Law
Executive Assistant / Office Manager
Mckinlay Law
Overview We are no longer accepting CVs for this position. Applications for this role have now closed. If you have the relevant experience for this position, we may have similar roles now or in the future. Job Title: Executive Assistant / Office manager Location: London Victoria Type of Business: Consultancy Responsibilities Well-established boutique consultancy firm, which provides professional consultancy services to a global client base, are looking for an experienced EA to manage the day-to-day duties of running the London office and provide support to two directors. The directors are looking for a proactive and forward-thinking EA with excellent relationship building skills as they need someone they can trust and rely on. The role will encompass everything from managing HR administration, liaising with suppliers, organising events, financial administration, facilities, as well as coordinating the responsibilities of three PA / office support staff. In addition to the office management duties, you will be responsible for the diary and calendar management for the two directors, trouble shooting any conflicts and ensuring the smooth running of their days. There will also be some basic finance work to include dealing with invoices, submitting payroll etc. Qualifications It is essential that you have significant experience supporting high profile directors / partners / executives / board members from another professional services / blue chip / corporate organisation, have a high degree of professionalism and the ability to make appropriate, informed decisions regarding the directors' priorities and time. Benefits Substantial bonus on offer on top of a £60,000 salary.
Sep 19, 2025
Full time
Overview We are no longer accepting CVs for this position. Applications for this role have now closed. If you have the relevant experience for this position, we may have similar roles now or in the future. Job Title: Executive Assistant / Office manager Location: London Victoria Type of Business: Consultancy Responsibilities Well-established boutique consultancy firm, which provides professional consultancy services to a global client base, are looking for an experienced EA to manage the day-to-day duties of running the London office and provide support to two directors. The directors are looking for a proactive and forward-thinking EA with excellent relationship building skills as they need someone they can trust and rely on. The role will encompass everything from managing HR administration, liaising with suppliers, organising events, financial administration, facilities, as well as coordinating the responsibilities of three PA / office support staff. In addition to the office management duties, you will be responsible for the diary and calendar management for the two directors, trouble shooting any conflicts and ensuring the smooth running of their days. There will also be some basic finance work to include dealing with invoices, submitting payroll etc. Qualifications It is essential that you have significant experience supporting high profile directors / partners / executives / board members from another professional services / blue chip / corporate organisation, have a high degree of professionalism and the ability to make appropriate, informed decisions regarding the directors' priorities and time. Benefits Substantial bonus on offer on top of a £60,000 salary.
Deloitte LLP
Senior Manager/Assistant Director (Workstream Leader/Engagement Manager), Strategy & Business Design
Deloitte LLP
Deloitte is making a substantial investment in developing its Commercial Due Diligence capability as part of a wider investment in Private Equity across the global Firm and are now looking to grow our team. As part of this we need Senior Managers / Assistant Directors to join our TMT team to deliver commercial due diligence projects, coach teams and develop into the next generation of partners. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, we lead the way , serve with integrity , take care of each other , fosterinclusion , and collaborate for measurable impact . These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Your role will be to lead teams to provide strategic advice, commercial due diligence and M&A expertise to private equity houses, private equity portfolio companies and financial institutions across all sectors. You will deliver services ranging across; quantitative and qualitative commercial due diligence, market, value creation and M&A strategy (as well as support with: assessments, performance improvement evaluations, operational due diligence, value creation planning, synergy development and implementation of value creation plans across the digital and non-digital functions). By developing deep sector knowledge and your own client network, you will support business development activities to grow revenue for the team and assist in achieving our ambitious growth plans. As a Senior Manager / Assistant Director, you will have responsibility for: Delivering top-tier quality strategy, CDD and value creation projects for our PE and portfolio company clients with a focus on the TMT sector Designing and delivering the analysis to support private equity clients and private equity portfolio companies with both buy and sell side commercial due diligence Implementing growth strategies and top-line value creation using a broad set of digital and non-digital skills Working with colleagues from Transaction Services (Financial Due Diligence), Technology Diligence, Financial Advisory, Risk Advisory and the broader Deloitte network, to provide our clients with a holistic due diligence and strategy service with a coherent overview of the business operations, performance gaps and the potential for rapid improvement and value creation Managing, mentoring and developing diverse teams within an inclusive team culture where people are recognised for their contribution Supporting business development activities though up-to-date sector knowledge, creating client-ready intellectual property and bringing your experience and credibility to pitches Building distinctive relationships with our private equity clients Connect to your skills and professional experience Extensive experience of delivering Commercial Due Diligence projects for Private Equity Significant project experience within the TMT sector Outstanding problem solving and synthesis skills Strong business diagnostic and analytical skills Top tier academic background Excellent communication skills both written and oral Exceptional ability to develop PPT decks and slides which clearly communicate messages and findings Deep commitment to coaching, mentoring or counselling colleagues Ability to inspire, delegate and manage others Commitment to investing in diverse talent Confidence to give and receive developmental feedback to partners and juniors alike Strategy consulting background in a top quartile environment Deep sector understanding of how Private Equity houses operate and transact Experience of platform investments, roll up, buy-and-build and carve out strategies Proven experience of developing and creating strategy for Private Equity houses to deliver value creation Experience of operating in the upper mid-market and large cap Private Equity space (e.g. for assets / portfolio companies with revenue of £250M+) Experience of working across the M&A deal lifecycle and various capacities Strong personal relationships with key Private Equity houses Experience of supporting business development Building client relationships across a number of stakeholders Self-starter with excellent organisation and prioritisation skills Ability to deliver results in a fast paced often fluid work environment Flexibility for international travel Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Strategy and Business Design The experts in our teams in Strategy and Business Design are trusted advisors to CEOs and their wider organisations. Whether that's launching a new arm of a business, anticipating new and emerging risks or collaborating with other teams, we work on a huge range of varied projects. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues For me it's the people that make it. They are bright, supportive, interesting; we work brilliantly together as a team. But it's not just that, the number of opportunities you get working for such a large firm is amazing. -Jess, Strategy, Risk & Transactions Advisory At Deloitte you're surrounded by subject matter experts; industry experts, technology experts, and you can access that knowledge whenever you need to. -Christian, Strategy, Risk & Transactions Advisory Our hybrid working policy You'll be based in London with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
Sep 19, 2025
Full time
Deloitte is making a substantial investment in developing its Commercial Due Diligence capability as part of a wider investment in Private Equity across the global Firm and are now looking to grow our team. As part of this we need Senior Managers / Assistant Directors to join our TMT team to deliver commercial due diligence projects, coach teams and develop into the next generation of partners. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, we lead the way , serve with integrity , take care of each other , fosterinclusion , and collaborate for measurable impact . These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Your role will be to lead teams to provide strategic advice, commercial due diligence and M&A expertise to private equity houses, private equity portfolio companies and financial institutions across all sectors. You will deliver services ranging across; quantitative and qualitative commercial due diligence, market, value creation and M&A strategy (as well as support with: assessments, performance improvement evaluations, operational due diligence, value creation planning, synergy development and implementation of value creation plans across the digital and non-digital functions). By developing deep sector knowledge and your own client network, you will support business development activities to grow revenue for the team and assist in achieving our ambitious growth plans. As a Senior Manager / Assistant Director, you will have responsibility for: Delivering top-tier quality strategy, CDD and value creation projects for our PE and portfolio company clients with a focus on the TMT sector Designing and delivering the analysis to support private equity clients and private equity portfolio companies with both buy and sell side commercial due diligence Implementing growth strategies and top-line value creation using a broad set of digital and non-digital skills Working with colleagues from Transaction Services (Financial Due Diligence), Technology Diligence, Financial Advisory, Risk Advisory and the broader Deloitte network, to provide our clients with a holistic due diligence and strategy service with a coherent overview of the business operations, performance gaps and the potential for rapid improvement and value creation Managing, mentoring and developing diverse teams within an inclusive team culture where people are recognised for their contribution Supporting business development activities though up-to-date sector knowledge, creating client-ready intellectual property and bringing your experience and credibility to pitches Building distinctive relationships with our private equity clients Connect to your skills and professional experience Extensive experience of delivering Commercial Due Diligence projects for Private Equity Significant project experience within the TMT sector Outstanding problem solving and synthesis skills Strong business diagnostic and analytical skills Top tier academic background Excellent communication skills both written and oral Exceptional ability to develop PPT decks and slides which clearly communicate messages and findings Deep commitment to coaching, mentoring or counselling colleagues Ability to inspire, delegate and manage others Commitment to investing in diverse talent Confidence to give and receive developmental feedback to partners and juniors alike Strategy consulting background in a top quartile environment Deep sector understanding of how Private Equity houses operate and transact Experience of platform investments, roll up, buy-and-build and carve out strategies Proven experience of developing and creating strategy for Private Equity houses to deliver value creation Experience of operating in the upper mid-market and large cap Private Equity space (e.g. for assets / portfolio companies with revenue of £250M+) Experience of working across the M&A deal lifecycle and various capacities Strong personal relationships with key Private Equity houses Experience of supporting business development Building client relationships across a number of stakeholders Self-starter with excellent organisation and prioritisation skills Ability to deliver results in a fast paced often fluid work environment Flexibility for international travel Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Strategy and Business Design The experts in our teams in Strategy and Business Design are trusted advisors to CEOs and their wider organisations. Whether that's launching a new arm of a business, anticipating new and emerging risks or collaborating with other teams, we work on a huge range of varied projects. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues For me it's the people that make it. They are bright, supportive, interesting; we work brilliantly together as a team. But it's not just that, the number of opportunities you get working for such a large firm is amazing. -Jess, Strategy, Risk & Transactions Advisory At Deloitte you're surrounded by subject matter experts; industry experts, technology experts, and you can access that knowledge whenever you need to. -Christian, Strategy, Risk & Transactions Advisory Our hybrid working policy You'll be based in London with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
Perpetual Engineering Partnerships Limited
Business Development Executive
Perpetual Engineering Partnerships Limited Prestwich, Manchester
Job Title: Business Development Executive Location: Manchester Salary: Up to 35,000 + Package OTE 45,000 Job Purpose: Join a dynamic and growing UK-wide organisation as a Business Development Executive. You will be part of a proactive Business Development team, working closely with a Business Development Manager to identify and secure new business opportunities. This role is primarily office-based, focusing on outbound calls and market research to target new sectors and businesses. Why You Should Apply: Competitive salary with an OTE 45,000 Comprehensive healthcare package Private pension scheme 23 days holiday, increasing to 28 with service, plus bank holidays Responsibilities: Conducting over 30 outbound calls daily to potential clients Performing market research to identify new business opportunities Collaborating with the Business Development Manager to develop strategies for business growth Maintaining and updating the CRM system with client information Managing and nurturing client accounts to ensure long-term relationships Key Skills/Attributes & Experience: Proven experience in making high-volume outbound calls Strong business development skills and acumen Proficiency in using CRM systems Experience in account management (desirable) Excellent communication and interpersonal skills This role would suit someone who has worked within the Construction, Industrial Maintenance, Facilities Management, or Hire industries, or within similar sectors. We will accept applications from those who have worked as a Sales Executive, Business Development Manager, Business Development Executive, Sales Assistant, Inside Sales Executive, Commercial Manager, Service Manager, Account Manager, or Account Executive. How to Apply: If you are a motivated and ambitious individual looking to advance your career in business development, we want to hear from you. Apply now to join our client's team and take the next step in your professional journey. Perpetual Partnerships acts as an employment agency in respect of this position. Please note, due to a high volume of applications, you may not receive a response if unsuccessful.
Sep 19, 2025
Full time
Job Title: Business Development Executive Location: Manchester Salary: Up to 35,000 + Package OTE 45,000 Job Purpose: Join a dynamic and growing UK-wide organisation as a Business Development Executive. You will be part of a proactive Business Development team, working closely with a Business Development Manager to identify and secure new business opportunities. This role is primarily office-based, focusing on outbound calls and market research to target new sectors and businesses. Why You Should Apply: Competitive salary with an OTE 45,000 Comprehensive healthcare package Private pension scheme 23 days holiday, increasing to 28 with service, plus bank holidays Responsibilities: Conducting over 30 outbound calls daily to potential clients Performing market research to identify new business opportunities Collaborating with the Business Development Manager to develop strategies for business growth Maintaining and updating the CRM system with client information Managing and nurturing client accounts to ensure long-term relationships Key Skills/Attributes & Experience: Proven experience in making high-volume outbound calls Strong business development skills and acumen Proficiency in using CRM systems Experience in account management (desirable) Excellent communication and interpersonal skills This role would suit someone who has worked within the Construction, Industrial Maintenance, Facilities Management, or Hire industries, or within similar sectors. We will accept applications from those who have worked as a Sales Executive, Business Development Manager, Business Development Executive, Sales Assistant, Inside Sales Executive, Commercial Manager, Service Manager, Account Manager, or Account Executive. How to Apply: If you are a motivated and ambitious individual looking to advance your career in business development, we want to hear from you. Apply now to join our client's team and take the next step in your professional journey. Perpetual Partnerships acts as an employment agency in respect of this position. Please note, due to a high volume of applications, you may not receive a response if unsuccessful.
Assistant Manager/Manager - Asset Management - Consulting - Advisory
Grant Thornton Ireland
We are Grant Thornton Grant Thornton Ireland is rapidly approaching 3,000 people, in 9 offices across Ireland, Isle of Man, Gibraltar and Bermuda. With a presence in over 149 countries around the world and a global network of 73,000 people, we bring our clients the local knowledge, national expertise and global presence to help them succeed - wherever they're located.At GT, we work as trusted advisors , bringing local knowledge and national expertise, with a global presence, to help businesses succeed - wherever they are located. We make business more personal by investing in building relationships and empowering our clients to make the right decisions for their organisation now and for the future. Whether that is working with the public sector to build thriving communities, with regulators and financial institutions to build trust, or with a diverse range of businesses to help them achieve their goals, Grant Thornton Ireland work hard to support clients to act on the issues that matter. At GT Ireland we don't just predict your future, we build it. A Career at GT A career in a more inclusive working environment, a more collaborative work culture, a more supported, flexible working role, more possibilities to grow and more opportunities to help shape the future for your clients. We respect and value your experience. And we want you to bring your authentic self to work and be at your best. It is how it should be. Grow with us At Grant Thornton, we care about our people and work hard to make you feel valued. If you are looking to deepen and develop your skills, knowledge, and experience throughout your career, then that is what you will get, and more. Our Benefits Please follow this for information on our generous benefits package. Job Description & Summary We are seeking an experienced project manager, to be part of our Consulting practice. The role offers a chance to contribute to and support a variety of client engagements, helping drive project team success within the project management and change and innovation space.In this role, you will lead client engagements, drive strategic initiatives, and deliver impactful solutions that enhance asset management operations, performance, and growth. You will act as a trusted advisor to leading asset management firms, leveraging deep industry expertise and strong analytical skills to solve complex business challenges. We are particularly interested in candidates with experience in Financial Services or in the Asset Management industry as we continue to drive impactful change across these key sectors. If you are passionate about driving transformation in asset management and ready to take the next step in your consulting career, we would love to hear from you.Embrace the possibility to apply - at Grant Thornton we are constantly upskilling our staff. If you do not meet all of the listed requirements, please do not be discouraged from applying. We value a growth-oriented mindset and are dedicated to supporting you in reaching your full potential. Roles & Responsibilities Collaborate within a multi-disciplinary team to successfully deliver and manage projects across a range of key areas, including: Strategic Thinking: Ability to develop and implement long-term strategies aligned with client business goals. Client Relationship Management: Skilled at building trust and maintaining strong, lasting client partnerships. Financial Acumen: Deep understanding of financial markets, investment products, portfolio management, and risk frameworks. Data-Driven Decision Making: Expertise in analysing complex data sets and deriving actionable insights. Conduct in-depth market research, financial analysis, and risk assessments to inform strategic recommendations. Regulatory Knowledge: Familiarity with key asset management regulations such as SEC rules, MiFID II, or equivalent regional compliance standards. Change Management: Proven ability to guide clients through organisational and technological change. Identifying and implementing innovative process improvements and solutions. Stakeholder Management: Capable of managing diverse stakeholder interests and aligning them toward project objectives. Collaborate cross-functionally with internal teams and external partners to drive project success and innovation. Leadership & Team Development: Strong leadership skills with a focus on mentoring, coaching, and growing high-performing teams, providing guidance, feedback, and professional development support. Communication & Presentation: Excellent verbal and written communication skills, with the ability to deliver compelling presentations to C-suite executives. Problem Solving: Creative and analytical problem-solving abilities to navigate complex challenges. Project Management: Competent in managing timelines, budgets, and resources to deliver projects on time and within scope. Devising comprehensive project plans, defining roles and responsibilities and creating clear communications strategies. Facilitating workshops to define project scopes and business requirements, documenting and sharing outcomes with relevant stakeholders. Technology Savvy: Understanding of emerging technologies impacting asset management, including fintech innovations, data analytics platforms, and automation tools. Negotiation Skills: Experience in negotiating contracts, project scopes, and vendor relationships. Collaboration: Ability to work effectively across multidisciplinary teams and foster a collaborative working environment. Adaptability: Comfortable working in dynamic environments and adapting strategies to evolving market conditions. Business Development: Supporting and driving business development initiatives, including the preparation of proposals and tenders for new client opportunities. Stay up-to-date on industry trends, regulatory changes, and emerging technologies impacting asset management. Identify growth opportunities and support business development efforts, including proposal writing and client presentations. Skills and Experience Education and Certifications A third level degree, with a strong academic record. Project Management certification, with a demonstrated ability to apply best practices, tools and methodologies (e.g., Waterfall, Agile, or tailored approaches) to deliver measurable project outcomes. Minimum of 4-8 years of relevant experience depending on the level being applied for. Skills and Competencies Strong Project / Programme Management experience leading and managing large multi-disciplinary teams comprised of clients, consultants and third-party vendors. Broad industry experience spanning sectors including Financial Services and particularly the Asset Management Industry (asset / investment managers, securities services etc.). Proven track record of successfully managing end-to-end projects across all stages of the project life cycle, particularly in complex and demanding environments. Strong analytical and interpersonal skills, with a commitment to professional and client service excellence and developing effective working relationships. Strong multi-tasking abilities and the ability to meet deadlines in a dynamic environment. Experience in leading business development opportunities as well as crafting and responding to client proposals would be favourable. Expertise in C-Suite / Senior Management engagement and communication. An ability to balance big-picture thinking with acute attention to detail. A natural curiosity to explore new business opportunities. A creative, problem-solving mindset and initiative-driven approach. Equity, diversity and inclusion At Grant Thornton, we provide equitable opportunities for all our colleagues. We are a responsible, sustainable business where equity, diversity and inclusion (ED&I) is at the forefront of our workplace culture agenda, and today, we
Sep 18, 2025
Full time
We are Grant Thornton Grant Thornton Ireland is rapidly approaching 3,000 people, in 9 offices across Ireland, Isle of Man, Gibraltar and Bermuda. With a presence in over 149 countries around the world and a global network of 73,000 people, we bring our clients the local knowledge, national expertise and global presence to help them succeed - wherever they're located.At GT, we work as trusted advisors , bringing local knowledge and national expertise, with a global presence, to help businesses succeed - wherever they are located. We make business more personal by investing in building relationships and empowering our clients to make the right decisions for their organisation now and for the future. Whether that is working with the public sector to build thriving communities, with regulators and financial institutions to build trust, or with a diverse range of businesses to help them achieve their goals, Grant Thornton Ireland work hard to support clients to act on the issues that matter. At GT Ireland we don't just predict your future, we build it. A Career at GT A career in a more inclusive working environment, a more collaborative work culture, a more supported, flexible working role, more possibilities to grow and more opportunities to help shape the future for your clients. We respect and value your experience. And we want you to bring your authentic self to work and be at your best. It is how it should be. Grow with us At Grant Thornton, we care about our people and work hard to make you feel valued. If you are looking to deepen and develop your skills, knowledge, and experience throughout your career, then that is what you will get, and more. Our Benefits Please follow this for information on our generous benefits package. Job Description & Summary We are seeking an experienced project manager, to be part of our Consulting practice. The role offers a chance to contribute to and support a variety of client engagements, helping drive project team success within the project management and change and innovation space.In this role, you will lead client engagements, drive strategic initiatives, and deliver impactful solutions that enhance asset management operations, performance, and growth. You will act as a trusted advisor to leading asset management firms, leveraging deep industry expertise and strong analytical skills to solve complex business challenges. We are particularly interested in candidates with experience in Financial Services or in the Asset Management industry as we continue to drive impactful change across these key sectors. If you are passionate about driving transformation in asset management and ready to take the next step in your consulting career, we would love to hear from you.Embrace the possibility to apply - at Grant Thornton we are constantly upskilling our staff. If you do not meet all of the listed requirements, please do not be discouraged from applying. We value a growth-oriented mindset and are dedicated to supporting you in reaching your full potential. Roles & Responsibilities Collaborate within a multi-disciplinary team to successfully deliver and manage projects across a range of key areas, including: Strategic Thinking: Ability to develop and implement long-term strategies aligned with client business goals. Client Relationship Management: Skilled at building trust and maintaining strong, lasting client partnerships. Financial Acumen: Deep understanding of financial markets, investment products, portfolio management, and risk frameworks. Data-Driven Decision Making: Expertise in analysing complex data sets and deriving actionable insights. Conduct in-depth market research, financial analysis, and risk assessments to inform strategic recommendations. Regulatory Knowledge: Familiarity with key asset management regulations such as SEC rules, MiFID II, or equivalent regional compliance standards. Change Management: Proven ability to guide clients through organisational and technological change. Identifying and implementing innovative process improvements and solutions. Stakeholder Management: Capable of managing diverse stakeholder interests and aligning them toward project objectives. Collaborate cross-functionally with internal teams and external partners to drive project success and innovation. Leadership & Team Development: Strong leadership skills with a focus on mentoring, coaching, and growing high-performing teams, providing guidance, feedback, and professional development support. Communication & Presentation: Excellent verbal and written communication skills, with the ability to deliver compelling presentations to C-suite executives. Problem Solving: Creative and analytical problem-solving abilities to navigate complex challenges. Project Management: Competent in managing timelines, budgets, and resources to deliver projects on time and within scope. Devising comprehensive project plans, defining roles and responsibilities and creating clear communications strategies. Facilitating workshops to define project scopes and business requirements, documenting and sharing outcomes with relevant stakeholders. Technology Savvy: Understanding of emerging technologies impacting asset management, including fintech innovations, data analytics platforms, and automation tools. Negotiation Skills: Experience in negotiating contracts, project scopes, and vendor relationships. Collaboration: Ability to work effectively across multidisciplinary teams and foster a collaborative working environment. Adaptability: Comfortable working in dynamic environments and adapting strategies to evolving market conditions. Business Development: Supporting and driving business development initiatives, including the preparation of proposals and tenders for new client opportunities. Stay up-to-date on industry trends, regulatory changes, and emerging technologies impacting asset management. Identify growth opportunities and support business development efforts, including proposal writing and client presentations. Skills and Experience Education and Certifications A third level degree, with a strong academic record. Project Management certification, with a demonstrated ability to apply best practices, tools and methodologies (e.g., Waterfall, Agile, or tailored approaches) to deliver measurable project outcomes. Minimum of 4-8 years of relevant experience depending on the level being applied for. Skills and Competencies Strong Project / Programme Management experience leading and managing large multi-disciplinary teams comprised of clients, consultants and third-party vendors. Broad industry experience spanning sectors including Financial Services and particularly the Asset Management Industry (asset / investment managers, securities services etc.). Proven track record of successfully managing end-to-end projects across all stages of the project life cycle, particularly in complex and demanding environments. Strong analytical and interpersonal skills, with a commitment to professional and client service excellence and developing effective working relationships. Strong multi-tasking abilities and the ability to meet deadlines in a dynamic environment. Experience in leading business development opportunities as well as crafting and responding to client proposals would be favourable. Expertise in C-Suite / Senior Management engagement and communication. An ability to balance big-picture thinking with acute attention to detail. A natural curiosity to explore new business opportunities. A creative, problem-solving mindset and initiative-driven approach. Equity, diversity and inclusion At Grant Thornton, we provide equitable opportunities for all our colleagues. We are a responsible, sustainable business where equity, diversity and inclusion (ED&I) is at the forefront of our workplace culture agenda, and today, we
Senior Investment Assistant
LGT Vestra LLP
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Brief Role Objective: As a Senior Investment Assistant, you will serve as a pivotal member of the support team, providing expert general and administrative assistance to our Wealth Managers to ensure the highest standard of client service. In addition to managing complex client-related, administrative, and organisational tasks, you will act as a key point of contact for internal and external stakeholders, oversee the quality of services delivered by the team, and mentor junior colleagues. You will take ownership of specialist functions such as account opening and regulatory compliance, contribute actively to cross-team initiatives and process improvements, and represent the admin team in firm-wide projects and committees. Your experience and leadership will be essential in resolving escalated queries, driving operational excellence, and ensuring continued adherence to best practices and industry standards. Key Responsibilities: Act as the main point of contact for administrative queries, both internally and externally, related to the team's clients. Maintain a thorough understanding of the clients managed by the team to provide high-quality administrative services. Oversee the quality and quantity of administrative services provided to clients on behalf of the team. Act as the team's account opening specialist, ensuring all account opening processes are executed with precision, efficiency, and in full compliance with regulatory and internal standards. Act as a role model and mentor, support junior colleagues across teams or departments, providing guidance on work allocation, output, and professional development. In Team Support Managers absence, be able to supervise the support team and ensure continuity and the smooth execution of daily operations. Build and maintain strong collaborative relationships with colleagues in other departments. Particularly with teams we work closely with such as Client Due Diligence, Data Team, Transfers, Treasury etc and others we closely interact with to ensure seamless cooperation and effective workflow. Serve as a reference point for resolving internal queries related to administrative processes and client matters. Actively participate in the FO Assistant Forum, contributing ideas and process improvements. Assist with the firm-wide implementation of projects or systems related to the support function. Ensure all administrative processes comply with regulatory requirements and internal policies. Take on more complex work to establish yourself as a technical expert within the team. Serve as a member of the US Team 'Implementation Committee' initiative representing the admin team and assisting with projects that arise from this. Your profile Other skills, competencies and attributes: This role is open to those who have previously worked in a Front Office environment in a similar role Takes initiative for own work, but also works well as part of a team. Acts at all times in a professional manner. Conducts role in accordance with LGT Wealth Management's procedures, within individual authorisation levels and in a compliant manner. Accuracy and attention to detail and will take time to double check work. Strong communication skills; both verbal and written. Flexibility with a willingness to learn and take on new tasks. Deals with all matters promptly, professionally and effectively without being reminded. Readily assists the team in achieving its objectives. Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end. Makes effective use of time in order to carry out tasks to the appropriate standard. IT: Good working knowledge of the Microsoft Office suite of products, in particular, Outlook, Excel and Word. Understanding of front office systems is desirable. Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news
Sep 18, 2025
Full time
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Brief Role Objective: As a Senior Investment Assistant, you will serve as a pivotal member of the support team, providing expert general and administrative assistance to our Wealth Managers to ensure the highest standard of client service. In addition to managing complex client-related, administrative, and organisational tasks, you will act as a key point of contact for internal and external stakeholders, oversee the quality of services delivered by the team, and mentor junior colleagues. You will take ownership of specialist functions such as account opening and regulatory compliance, contribute actively to cross-team initiatives and process improvements, and represent the admin team in firm-wide projects and committees. Your experience and leadership will be essential in resolving escalated queries, driving operational excellence, and ensuring continued adherence to best practices and industry standards. Key Responsibilities: Act as the main point of contact for administrative queries, both internally and externally, related to the team's clients. Maintain a thorough understanding of the clients managed by the team to provide high-quality administrative services. Oversee the quality and quantity of administrative services provided to clients on behalf of the team. Act as the team's account opening specialist, ensuring all account opening processes are executed with precision, efficiency, and in full compliance with regulatory and internal standards. Act as a role model and mentor, support junior colleagues across teams or departments, providing guidance on work allocation, output, and professional development. In Team Support Managers absence, be able to supervise the support team and ensure continuity and the smooth execution of daily operations. Build and maintain strong collaborative relationships with colleagues in other departments. Particularly with teams we work closely with such as Client Due Diligence, Data Team, Transfers, Treasury etc and others we closely interact with to ensure seamless cooperation and effective workflow. Serve as a reference point for resolving internal queries related to administrative processes and client matters. Actively participate in the FO Assistant Forum, contributing ideas and process improvements. Assist with the firm-wide implementation of projects or systems related to the support function. Ensure all administrative processes comply with regulatory requirements and internal policies. Take on more complex work to establish yourself as a technical expert within the team. Serve as a member of the US Team 'Implementation Committee' initiative representing the admin team and assisting with projects that arise from this. Your profile Other skills, competencies and attributes: This role is open to those who have previously worked in a Front Office environment in a similar role Takes initiative for own work, but also works well as part of a team. Acts at all times in a professional manner. Conducts role in accordance with LGT Wealth Management's procedures, within individual authorisation levels and in a compliant manner. Accuracy and attention to detail and will take time to double check work. Strong communication skills; both verbal and written. Flexibility with a willingness to learn and take on new tasks. Deals with all matters promptly, professionally and effectively without being reminded. Readily assists the team in achieving its objectives. Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end. Makes effective use of time in order to carry out tasks to the appropriate standard. IT: Good working knowledge of the Microsoft Office suite of products, in particular, Outlook, Excel and Word. Understanding of front office systems is desirable. Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news
C2 Recruitment
Retail Administration Manager - Charity
C2 Recruitment Harold Wood, Essex
Retail Operations Manager - Charity Retail (No Weekends!) Location: Romford Head Office Salary: 34,532 per annum Contract: Permanent, Full Time Hours: 9am - 5pm (Monday to Friday only) Benefits: 28 days' holiday including your birthday off + bank holidays Are you a passionate retail administration or operations professional ready to make a real difference in the charity sector? We're recruiting a Retail Operations Manager/Retail Administration Manager to support a respected charity retail team with multi-site estates and maintenance coordination. About the Role This is an exciting opportunity for an experienced and hands-on operations professional to take ownership of the day-to-day management of this charity's retail estate. You'll play a vital part in maintaining a safe, compliant, and efficient environment across all retail locations. Working closely with the Head of Retail and Director of Income Generation, you will: Manage property maintenance, repairs, and site compliance across retail stores Act as main contact for landlords, agents, and external contractors Lead health & safety compliance across sites in partnership with internal H&S leads Oversee service contracts, waste management, cleaning, and insurance claims Work to budget, using lean management practices to control costs Represent retail operations at internal meetings and cascade updates You will also manage a Retail Operations Assistant and support volunteers when needed. What We're Looking For We're looking for someone with: Experience in retail, estates or facilities administration/operations management across retail/charity Key knowledge of retail operations Strong knowledge of health & safety Great organisational and planning skills with a keen eye for detail The ability to build relationships and influence stakeholders at all levels Excellent IT and reporting skills A proactive, hands-on approach and the ability to think on your feet A background in the charity sector or retail operations is desirable Why Join Us? Working within an amazing team with a fantastic inclusive culture No weekend working Generous holiday allowance including your birthday off A values-driven, inclusive, and supportive environment The chance to play a key role in helping a charity achieve its mission Ready to Make a Difference? Apply now and help support a growing charity retail team through high-impact estates and operations work. By applying for this role, you are consenting for C2 Recruitment to hold and process your data in compliance with the General Data Protection Regulations. To view other great vacancies at C2 Recruitment, please visit our website or call us for a confidential chat about upcoming opportunities in: Buying & Merchandising and Ecommerce Charity & Non Profit Design, Technical, Wholesale & Production Finance HR & Talent H&S & Compliance Hospitality, Catering & Leisure Marketing, Digital & Technology Office & Administration Property & Centre Management Retail, Trade and Luxury Operations Senior Appointments & Executive Sales & FMCG Supply Chain & Logistics & Warehouse Manufacturing & Engineering
Sep 17, 2025
Full time
Retail Operations Manager - Charity Retail (No Weekends!) Location: Romford Head Office Salary: 34,532 per annum Contract: Permanent, Full Time Hours: 9am - 5pm (Monday to Friday only) Benefits: 28 days' holiday including your birthday off + bank holidays Are you a passionate retail administration or operations professional ready to make a real difference in the charity sector? We're recruiting a Retail Operations Manager/Retail Administration Manager to support a respected charity retail team with multi-site estates and maintenance coordination. About the Role This is an exciting opportunity for an experienced and hands-on operations professional to take ownership of the day-to-day management of this charity's retail estate. You'll play a vital part in maintaining a safe, compliant, and efficient environment across all retail locations. Working closely with the Head of Retail and Director of Income Generation, you will: Manage property maintenance, repairs, and site compliance across retail stores Act as main contact for landlords, agents, and external contractors Lead health & safety compliance across sites in partnership with internal H&S leads Oversee service contracts, waste management, cleaning, and insurance claims Work to budget, using lean management practices to control costs Represent retail operations at internal meetings and cascade updates You will also manage a Retail Operations Assistant and support volunteers when needed. What We're Looking For We're looking for someone with: Experience in retail, estates or facilities administration/operations management across retail/charity Key knowledge of retail operations Strong knowledge of health & safety Great organisational and planning skills with a keen eye for detail The ability to build relationships and influence stakeholders at all levels Excellent IT and reporting skills A proactive, hands-on approach and the ability to think on your feet A background in the charity sector or retail operations is desirable Why Join Us? Working within an amazing team with a fantastic inclusive culture No weekend working Generous holiday allowance including your birthday off A values-driven, inclusive, and supportive environment The chance to play a key role in helping a charity achieve its mission Ready to Make a Difference? Apply now and help support a growing charity retail team through high-impact estates and operations work. By applying for this role, you are consenting for C2 Recruitment to hold and process your data in compliance with the General Data Protection Regulations. To view other great vacancies at C2 Recruitment, please visit our website or call us for a confidential chat about upcoming opportunities in: Buying & Merchandising and Ecommerce Charity & Non Profit Design, Technical, Wholesale & Production Finance HR & Talent H&S & Compliance Hospitality, Catering & Leisure Marketing, Digital & Technology Office & Administration Property & Centre Management Retail, Trade and Luxury Operations Senior Appointments & Executive Sales & FMCG Supply Chain & Logistics & Warehouse Manufacturing & Engineering
Assistant Director - Private Clients
PEM Cambridge Cambridge, Cambridgeshire
Are you ready to take a leading role in advising high net worth individuals and their families? We are seeking an exceptional Assistant Director to join our respected Private Clients team. Join a prestigious firm where your expertise will be used to provide sophisticated tax solutions for high-net-worth individuals and their families. You will work alongside Directors and Partners to deliver bespoke tax advice and innovative planning solutions. This is not a compliance role - it's a varied position where you'll play a leading part in advisory work, business development, and assisting the team to meet its 2030 strategy. Your expertise will help to drive innovative planning solutions that make a tangible difference to our clients' financial futures. Candidates must possess a CTA qualification, although other recognised accounting qualifications, such as STEP, ACA, or ACCA, will also be considered, provided they have proven post qualification experience in personal tax advice. To succeed, you will bring significant experience in private client tax advisory and planning, combined with strong technical expertise and exceptional client care. You will be an accomplished communicator, able to build and strengthen relationships with clients, while demonstrating the commercial acumen and market awareness needed to identify opportunities and anticipate challenges. Proven success in developing new business will be matched by a track record of effectively managing multiple complex projects and priorities. You will have experience supervising and mentoring junior professionals, fostering their growth while maintaining the highest technical and professional standards. A commitment to continuous professional development and technical excellence will be central to your approach. We offer a flexible, hybrid working model that blends time in our Cambridge and Milton offices with the option to work from home - giving you the best of both worlds. We are currently seeking an experienced Assistant Manager to join our Business Tax team. This key role involves managing a portfolio of Grade B and C clients, providing expert tax advice, and reviewing compliance work prepared by the team. The successful candidate must be ATT qualified and either CTA qualified or possess a minimum of four years' practical experience in business tax. Strong technical tax knowledge, exceptional client communication skills, and the ability to mentor junior colleagues are essential. If you are a motivated tax professional looking to advance your career, we encourage you to apply. Share Schemes Tax Manager - Employment Tax We are seeking a tax professional to join our dynamic team as a Share Scheme Tax Manager. In this role, you'll work closely with clients, HMRC, and internal teams, providing expert advice on employee share incentives and employment tax matters. From designing innovative share plan structures to managing compliance and valuations, you'll be at the forefront of delivering high-quality solutions that truly make a difference. If you have experience in Share Schemes/Reward within an accountancy or law firm, hold a professional qualification such as ATT, CTA, or ACA, and thrive on building strong client relationships, we want to hear from you! The position also provides the opportunity to be involved in diverse employment tax matters, including employment status assessments, off-payroll working regulations, termination payments, end-of-year compliance, due diligence, and HMRC enquiries. This is your chance to work on exciting projects, grow your expertise across a broad spectrum of tax areas, and be part of a supportive team that values excellence. Trainee Tax Adviser (School Leaver or Graduate) - ATT/CTA Are you a recent school leaver or graduate looking to launch an exciting career in taxation? PEM, the largest independent accountancy firm in Cambridge, is seeking talented school leavers or graduates to join our Tax team as a Trainee Tax Adviser. This exciting opportunity is ideal for ambitious individuals looking to start a rewarding career in taxation and tax advisory services. "I like that the company is big enough to offer variety and structure to its trainee programs, but also small enough to feel personal. This 'best of both worlds' approach has been perfect for me so far - I've already learnt so much both in the office and at college." "I like that the company is big enough to offer variety and structure to its trainee programs, but also small enough to feel personal. This 'best of both worlds' approach has been perfect for me so far - I've already learnt so much both in the office and at college." Rachel Blunt, Manager "Since joining PEM from Hills Road, I have seen the exposure and insight at an early stage of my career that I would not have imagined. The support I have received from PEM particularly within my team has been exceptional, making it a pleasure to work for PEM. Although it is challenging it is also equally rewarding." Harriet Jones, Assistant Manager "Since joining PEM in October 2017, I have been given endless opportunities to develop professionally, technically and personally, whilst being fully supported by the partner group. PEM is progressive, inclusive and an enjoyable place to work whilst ensuring its staff maintain a healthy work life balance."
Sep 16, 2025
Full time
Are you ready to take a leading role in advising high net worth individuals and their families? We are seeking an exceptional Assistant Director to join our respected Private Clients team. Join a prestigious firm where your expertise will be used to provide sophisticated tax solutions for high-net-worth individuals and their families. You will work alongside Directors and Partners to deliver bespoke tax advice and innovative planning solutions. This is not a compliance role - it's a varied position where you'll play a leading part in advisory work, business development, and assisting the team to meet its 2030 strategy. Your expertise will help to drive innovative planning solutions that make a tangible difference to our clients' financial futures. Candidates must possess a CTA qualification, although other recognised accounting qualifications, such as STEP, ACA, or ACCA, will also be considered, provided they have proven post qualification experience in personal tax advice. To succeed, you will bring significant experience in private client tax advisory and planning, combined with strong technical expertise and exceptional client care. You will be an accomplished communicator, able to build and strengthen relationships with clients, while demonstrating the commercial acumen and market awareness needed to identify opportunities and anticipate challenges. Proven success in developing new business will be matched by a track record of effectively managing multiple complex projects and priorities. You will have experience supervising and mentoring junior professionals, fostering their growth while maintaining the highest technical and professional standards. A commitment to continuous professional development and technical excellence will be central to your approach. We offer a flexible, hybrid working model that blends time in our Cambridge and Milton offices with the option to work from home - giving you the best of both worlds. We are currently seeking an experienced Assistant Manager to join our Business Tax team. This key role involves managing a portfolio of Grade B and C clients, providing expert tax advice, and reviewing compliance work prepared by the team. The successful candidate must be ATT qualified and either CTA qualified or possess a minimum of four years' practical experience in business tax. Strong technical tax knowledge, exceptional client communication skills, and the ability to mentor junior colleagues are essential. If you are a motivated tax professional looking to advance your career, we encourage you to apply. Share Schemes Tax Manager - Employment Tax We are seeking a tax professional to join our dynamic team as a Share Scheme Tax Manager. In this role, you'll work closely with clients, HMRC, and internal teams, providing expert advice on employee share incentives and employment tax matters. From designing innovative share plan structures to managing compliance and valuations, you'll be at the forefront of delivering high-quality solutions that truly make a difference. If you have experience in Share Schemes/Reward within an accountancy or law firm, hold a professional qualification such as ATT, CTA, or ACA, and thrive on building strong client relationships, we want to hear from you! The position also provides the opportunity to be involved in diverse employment tax matters, including employment status assessments, off-payroll working regulations, termination payments, end-of-year compliance, due diligence, and HMRC enquiries. This is your chance to work on exciting projects, grow your expertise across a broad spectrum of tax areas, and be part of a supportive team that values excellence. Trainee Tax Adviser (School Leaver or Graduate) - ATT/CTA Are you a recent school leaver or graduate looking to launch an exciting career in taxation? PEM, the largest independent accountancy firm in Cambridge, is seeking talented school leavers or graduates to join our Tax team as a Trainee Tax Adviser. This exciting opportunity is ideal for ambitious individuals looking to start a rewarding career in taxation and tax advisory services. "I like that the company is big enough to offer variety and structure to its trainee programs, but also small enough to feel personal. This 'best of both worlds' approach has been perfect for me so far - I've already learnt so much both in the office and at college." "I like that the company is big enough to offer variety and structure to its trainee programs, but also small enough to feel personal. This 'best of both worlds' approach has been perfect for me so far - I've already learnt so much both in the office and at college." Rachel Blunt, Manager "Since joining PEM from Hills Road, I have seen the exposure and insight at an early stage of my career that I would not have imagined. The support I have received from PEM particularly within my team has been exceptional, making it a pleasure to work for PEM. Although it is challenging it is also equally rewarding." Harriet Jones, Assistant Manager "Since joining PEM in October 2017, I have been given endless opportunities to develop professionally, technically and personally, whilst being fully supported by the partner group. PEM is progressive, inclusive and an enjoyable place to work whilst ensuring its staff maintain a healthy work life balance."
Senior Sales Strategy & Operations Manager, v0 Hybrid - New York City, San Francisco
vercel.com
About Vercel: Vercel gives developers the tools and cloud infrastructure to build, scale, and secure a faster, more personalized web. As the team behind v0, Next.js, and AI SDK, Vercel helps customers like Ramp, Supreme, PayPal, and Under Armour build for the AI-native web. Our mission is to enable the world to ship the best products. That starts with creating a place where everyone can do their best work. Whether you're building on our platform, supporting our customers, or shaping our story: You can just ship things. About the Role: At Vercel, the Revenue Operations team plays a critical strategic role in our growth. We empower our GTM teams with the systems, strategy, and insights they need to be successful. By aligning people, processes, and technology across Marketing, Sales, and Customer Success, we optimize the entire customer journey and build a scalable revenue engine that drives Vercel forward. We're seeking a dynamic Sales Operations leader to join the Revenue Operations team at Vercel, where you'll play a critical role in guiding GTM strategy and driving the operational efficiency to accelerate revenue growth within v0. You will serve as a strategic partner to v0 GTM leadership- providing data-driven insights, managing core operating cadences, and leading high-impact initiatives that influence how we scale and support our v0 sellers. If you're based within a pre-determined commuting distance of one of our offices (SF, NY, London, or Berlin), the role includes in-office anchor days on Monday, Tuesday, and Friday. If you're located beyond that distance, the role is fully remote. For location-specific details, please connect with our recruiting team. About v0: v0 is Vercel's AI-powered UI assistant for full-stack application development in the enterprise. It helps product managers, designers, and business users accelerate product development by turning ideas into working interfaces quickly and securely. About v0 & the v0 team: v0 is Vercel's AI-powered UI assistant for full-stack application development in the enterprise. It helps product managers, designers, and business users accelerate product development by turning ideas into working interfaces quickly and securely. The v0 team operates like a Series A startup within Vercel, with all GTM roles reporting into the VP of Sales, v0. This structure allows the team to move fast and stay nimble, operating with autonomy in decision-making, resource allocation, problem solving, and product development. We are still in the early stages of v0. Supporting the v0 team now means playing a critical role in shaping both our GTM motion and how the product evolves. What you will do: Design, implement, and refine sales processes and systems to optimize our prospect and seller experience, streamline the sales funnel, improve forecasting accuracy, and enhance the overall productivity of our v0 sales team Facilitate core sales operating cadences, such as forecasting and account planning, to track business health, drive accountability, and identify growth opportunities Drive annual planning, capacity modeling, target setting, and territory design in partnership with Finance and Sales Leadership Analyze sales pipeline, win/loss trends, deal velocity, and retention to generate data-driven insights- deriving critical performance metrics that inform both GTM strategy and process improvements Lead strategic initiatives to improve efficiency, increase pipeline, and accelerate revenue growth across the v0 Sales organization, from scoping through execution and enablement Manage and maintain the sales technology stack, ensuring data integrity, efficiency, and alignment with evolving business needs, partnering with GTM Systems to build scalable solutions About you: 6+ years in Sales Operations at a high-growth SaaS company; experience in PLG environments with both self-serve and sales-led commercial models is a plus Salesforce expertise (reporting, dashboards) and proficiency across the GTM tech stack (prospecting, routing, ABM, enrichment, etc.) Proven ability to turn complex systems and data analysis into clear insights and recommendations for both executive and front-line GTM audiences Strong analytical, strategic, and problem-solving skills, fueled by deep intellectual curiosity Ownership mindset- accountable, resourceful, and able to turn ambiguity into action Comfortable in a fast-paced environment with the ability to effectively prioritize, manage complex projects, and deliver upon the most important initiatives Strong collaborator who builds alignment, manages priorities, and influences senior stakeholders across GTM, Finance, and Product partners Exceptional analytical and data modeling skills- expertise in Excel/Google Sheets and BI platforms, with SQL experience preferred Benefits: Competitive compensation package, including equity. Inclusive Healthcare Package. Learn and Grow - we provide mentorship and send you to events that help you build your network and skills. Flexible Time Off. We will provide you the gear you need to do your role, and a WFH budget for you to outfit your space as needed. The San Francisco, CA base pay range for this role is $160,000.00 - $210,000.00. Actual salary will be based on job-related skills, experience, and location. Compensation outside of San Francisco may be adjusted based on employee location, and the total package includes benefits and equity-based compensation. Your recruiter can share more details during the hiring process. Vercel is committed to fostering and empowering an inclusive community within our organization. We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, national origin, citizenship, age, marital status, veteran status, disability status, or any other characteristic protected by law. Vercel encourages everyone to apply for our available positions, even if they don't necessarily check every box on the job description.
Sep 15, 2025
Full time
About Vercel: Vercel gives developers the tools and cloud infrastructure to build, scale, and secure a faster, more personalized web. As the team behind v0, Next.js, and AI SDK, Vercel helps customers like Ramp, Supreme, PayPal, and Under Armour build for the AI-native web. Our mission is to enable the world to ship the best products. That starts with creating a place where everyone can do their best work. Whether you're building on our platform, supporting our customers, or shaping our story: You can just ship things. About the Role: At Vercel, the Revenue Operations team plays a critical strategic role in our growth. We empower our GTM teams with the systems, strategy, and insights they need to be successful. By aligning people, processes, and technology across Marketing, Sales, and Customer Success, we optimize the entire customer journey and build a scalable revenue engine that drives Vercel forward. We're seeking a dynamic Sales Operations leader to join the Revenue Operations team at Vercel, where you'll play a critical role in guiding GTM strategy and driving the operational efficiency to accelerate revenue growth within v0. You will serve as a strategic partner to v0 GTM leadership- providing data-driven insights, managing core operating cadences, and leading high-impact initiatives that influence how we scale and support our v0 sellers. If you're based within a pre-determined commuting distance of one of our offices (SF, NY, London, or Berlin), the role includes in-office anchor days on Monday, Tuesday, and Friday. If you're located beyond that distance, the role is fully remote. For location-specific details, please connect with our recruiting team. About v0: v0 is Vercel's AI-powered UI assistant for full-stack application development in the enterprise. It helps product managers, designers, and business users accelerate product development by turning ideas into working interfaces quickly and securely. About v0 & the v0 team: v0 is Vercel's AI-powered UI assistant for full-stack application development in the enterprise. It helps product managers, designers, and business users accelerate product development by turning ideas into working interfaces quickly and securely. The v0 team operates like a Series A startup within Vercel, with all GTM roles reporting into the VP of Sales, v0. This structure allows the team to move fast and stay nimble, operating with autonomy in decision-making, resource allocation, problem solving, and product development. We are still in the early stages of v0. Supporting the v0 team now means playing a critical role in shaping both our GTM motion and how the product evolves. What you will do: Design, implement, and refine sales processes and systems to optimize our prospect and seller experience, streamline the sales funnel, improve forecasting accuracy, and enhance the overall productivity of our v0 sales team Facilitate core sales operating cadences, such as forecasting and account planning, to track business health, drive accountability, and identify growth opportunities Drive annual planning, capacity modeling, target setting, and territory design in partnership with Finance and Sales Leadership Analyze sales pipeline, win/loss trends, deal velocity, and retention to generate data-driven insights- deriving critical performance metrics that inform both GTM strategy and process improvements Lead strategic initiatives to improve efficiency, increase pipeline, and accelerate revenue growth across the v0 Sales organization, from scoping through execution and enablement Manage and maintain the sales technology stack, ensuring data integrity, efficiency, and alignment with evolving business needs, partnering with GTM Systems to build scalable solutions About you: 6+ years in Sales Operations at a high-growth SaaS company; experience in PLG environments with both self-serve and sales-led commercial models is a plus Salesforce expertise (reporting, dashboards) and proficiency across the GTM tech stack (prospecting, routing, ABM, enrichment, etc.) Proven ability to turn complex systems and data analysis into clear insights and recommendations for both executive and front-line GTM audiences Strong analytical, strategic, and problem-solving skills, fueled by deep intellectual curiosity Ownership mindset- accountable, resourceful, and able to turn ambiguity into action Comfortable in a fast-paced environment with the ability to effectively prioritize, manage complex projects, and deliver upon the most important initiatives Strong collaborator who builds alignment, manages priorities, and influences senior stakeholders across GTM, Finance, and Product partners Exceptional analytical and data modeling skills- expertise in Excel/Google Sheets and BI platforms, with SQL experience preferred Benefits: Competitive compensation package, including equity. Inclusive Healthcare Package. Learn and Grow - we provide mentorship and send you to events that help you build your network and skills. Flexible Time Off. We will provide you the gear you need to do your role, and a WFH budget for you to outfit your space as needed. The San Francisco, CA base pay range for this role is $160,000.00 - $210,000.00. Actual salary will be based on job-related skills, experience, and location. Compensation outside of San Francisco may be adjusted based on employee location, and the total package includes benefits and equity-based compensation. Your recruiter can share more details during the hiring process. Vercel is committed to fostering and empowering an inclusive community within our organization. We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, national origin, citizenship, age, marital status, veteran status, disability status, or any other characteristic protected by law. Vercel encourages everyone to apply for our available positions, even if they don't necessarily check every box on the job description.
Business Development Executive
The Travelers Indemnity Company
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 What Is the Opportunity? We are looking for an inquisitive and relationship driven individual to join our distribution team as Business Development Executive. This role would suit someone with some previous commercial insurance experience, perhaps as an Underwriting Assistant or similar, looking to build their career by working on some of the biggest strategic broker accounts in the market. You will work with the Account Managers to drive our Broker relationships, delivering a single Travelers proposition to our top tier brokers. Using your Excel and analytical skills you will use data to provide insight into broker performance, pipeline and to support profitable growth across all of our lines of business (Business Insurance, Bond & Speciality, SME and Lloyds). Engaging with Underwriting colleagues you will maximise visibility and broker interaction across the wider Travelers business. Travelers Europe currently offers flexibility to employees who wish to work on a hybrid basis in accordance with our Hybrid Work Arrangements Policy. This entails full time employees working three days a week in the office and two days at home (or pro rata for part-time employees). This policy may be changed at the Company's discretion. What Will You Do? Manage Travelers' relationship with key brokers in the region and to ensure achievement of agreed business targets andgoals. Accountable for sales pipeline delivery across the BDE Panel, including usage of pipeline data, collaboration with localDevelopment Underwriter (DU) colleagues. Responsible for supporting the Regional "trading platform" including regular sales meetings, sales training and producttraining in the Region. Collaborate and engage with development underwriters to identify profitable underwriting opportunities, to provide salesoversight and that there is a consistent and appropriate sales approach to broker visits from the relevant branch area. Maintain visibility across all business lines and stakeholders to ensure understanding of single Travelers' proposition. Deliver robust broker profiling to ensure accurate measurement of share of wallet and opportunity. Develop and maintain a high level of market visibility and quality broker interactions including a strong breadth of workingrelationships. Obtain market information and feedback from Brokers and assist with market research for product development as required. Monitor and report on regional sales performance. Regularly monitor and review the existing Agency panel within the geographical area and to reassess potential,creditworthiness and cost effectiveness of existing agency accounts Assess new Agency account Applications in conjunction with the Agency Department and within the Company's strictselection criteria. Establish and maintain collaborative relationships with colleagues in Head Office and with all Business Divisions,Underwriting, Risk Control, Claims , Actuarial and Compliance departments as needed any other parts of the organisation Be an integral part of the Distribution team and attend company meetings, corporate functions and seminars as required. Keep up to date with and participate in educational opportunities, read professional publications, maintain personal networksand participating in professional body events where appropriate. Perform other duties as assigned. What Will Our Ideal Candidate Have? • Degree level education and/or ACII Qualified or progress towards. Ability to demonstrate knowledge of Travelers propositions, products and appetite. Some prior experience of developing commercial relationships in order build sustainable long-term, profitable business partnerships. Strong experience of building and implementing robust Broker Account Plans. Demonstrable evidence of a range of marketing and selling skills and techniques to retain and generate new business. Knowledge of commercial and market drivers, trends etc. and capitalise on them to develop business. Experience of building and executing Pipeline management processes. Strong prioritisation skills. Driving licence Ability to identify and manage key Influencers, including Executives, within major businesses. Be able to show effective brokers profiling and demonstrate share of wallet. Ability to identify, understand and use data and information to inform good planning and decision-making. Able to effectively collaborate across business lines and areas. Effective IT skills What is a Must Have? Some prior experience in the commercial insurance industry in a business development role. In-depth knowledge of assigned Accounts: organisation, strategy, internal networks and influencers. In-depth knowledge of local market, financial services, competitors. What Is in It for You? Private Medical Insurance:On commencement of employment, you are eligible for single cover provided by Travelers, with the option to add cover for your dependents, at your expense through payroll deduction. Retirement: Travelers will make a core contribution of a percentage of salary to your Pension Plan. Additionally, if you decide to contribute to the plan, you will receive an increased company contribution. Holiday Entitlement:Start your career at Travelers with a minimum of 25 days holiday entitlement annually, plus the opportunity to purchase additional days to allow for up to a total of 35 holidays per year. Wellness Programme: The Travelers wellness programme is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health programme provides access to free professional counseling services and other resources that support your daily life needs. Volunteer Encouragement:We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards programme that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit .
Sep 14, 2025
Full time
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 What Is the Opportunity? We are looking for an inquisitive and relationship driven individual to join our distribution team as Business Development Executive. This role would suit someone with some previous commercial insurance experience, perhaps as an Underwriting Assistant or similar, looking to build their career by working on some of the biggest strategic broker accounts in the market. You will work with the Account Managers to drive our Broker relationships, delivering a single Travelers proposition to our top tier brokers. Using your Excel and analytical skills you will use data to provide insight into broker performance, pipeline and to support profitable growth across all of our lines of business (Business Insurance, Bond & Speciality, SME and Lloyds). Engaging with Underwriting colleagues you will maximise visibility and broker interaction across the wider Travelers business. Travelers Europe currently offers flexibility to employees who wish to work on a hybrid basis in accordance with our Hybrid Work Arrangements Policy. This entails full time employees working three days a week in the office and two days at home (or pro rata for part-time employees). This policy may be changed at the Company's discretion. What Will You Do? Manage Travelers' relationship with key brokers in the region and to ensure achievement of agreed business targets andgoals. Accountable for sales pipeline delivery across the BDE Panel, including usage of pipeline data, collaboration with localDevelopment Underwriter (DU) colleagues. Responsible for supporting the Regional "trading platform" including regular sales meetings, sales training and producttraining in the Region. Collaborate and engage with development underwriters to identify profitable underwriting opportunities, to provide salesoversight and that there is a consistent and appropriate sales approach to broker visits from the relevant branch area. Maintain visibility across all business lines and stakeholders to ensure understanding of single Travelers' proposition. Deliver robust broker profiling to ensure accurate measurement of share of wallet and opportunity. Develop and maintain a high level of market visibility and quality broker interactions including a strong breadth of workingrelationships. Obtain market information and feedback from Brokers and assist with market research for product development as required. Monitor and report on regional sales performance. Regularly monitor and review the existing Agency panel within the geographical area and to reassess potential,creditworthiness and cost effectiveness of existing agency accounts Assess new Agency account Applications in conjunction with the Agency Department and within the Company's strictselection criteria. Establish and maintain collaborative relationships with colleagues in Head Office and with all Business Divisions,Underwriting, Risk Control, Claims , Actuarial and Compliance departments as needed any other parts of the organisation Be an integral part of the Distribution team and attend company meetings, corporate functions and seminars as required. Keep up to date with and participate in educational opportunities, read professional publications, maintain personal networksand participating in professional body events where appropriate. Perform other duties as assigned. What Will Our Ideal Candidate Have? • Degree level education and/or ACII Qualified or progress towards. Ability to demonstrate knowledge of Travelers propositions, products and appetite. Some prior experience of developing commercial relationships in order build sustainable long-term, profitable business partnerships. Strong experience of building and implementing robust Broker Account Plans. Demonstrable evidence of a range of marketing and selling skills and techniques to retain and generate new business. Knowledge of commercial and market drivers, trends etc. and capitalise on them to develop business. Experience of building and executing Pipeline management processes. Strong prioritisation skills. Driving licence Ability to identify and manage key Influencers, including Executives, within major businesses. Be able to show effective brokers profiling and demonstrate share of wallet. Ability to identify, understand and use data and information to inform good planning and decision-making. Able to effectively collaborate across business lines and areas. Effective IT skills What is a Must Have? Some prior experience in the commercial insurance industry in a business development role. In-depth knowledge of assigned Accounts: organisation, strategy, internal networks and influencers. In-depth knowledge of local market, financial services, competitors. What Is in It for You? Private Medical Insurance:On commencement of employment, you are eligible for single cover provided by Travelers, with the option to add cover for your dependents, at your expense through payroll deduction. Retirement: Travelers will make a core contribution of a percentage of salary to your Pension Plan. Additionally, if you decide to contribute to the plan, you will receive an increased company contribution. Holiday Entitlement:Start your career at Travelers with a minimum of 25 days holiday entitlement annually, plus the opportunity to purchase additional days to allow for up to a total of 35 holidays per year. Wellness Programme: The Travelers wellness programme is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health programme provides access to free professional counseling services and other resources that support your daily life needs. Volunteer Encouragement:We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards programme that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit .
Executive Assistant / Office Manager - Dynamic Private Equity Firm
Knightsbridge Recruitment - Angela Mortimer Plc Group
A fast-paced, growing and entrepreneurial private equity firm with the energy of a start-up is seeking a bright, confident, and proactive Executive Assistant / Office Manager. This is a varied, hands-on role with significant responsibility and plenty of scope to shape the position as the business grows. The Role - Executive Assistant / Office Manager You'll be the organisational heartbeat of the team, supporting senior leadership and ensuring smooth day-to-day operations. Responsibilities include: Managing group calendars and complex European travel for 7 Partners Coordinating diaries and travel for 10+ European colleagues visiting the UK weekly Professional and proactive client liaison and management Assisting the COO and Operations Manager with project coordination, including meeting set-up, catering, couriers, and car bookings Overseeing internal inbox enquiries and acting as the go-to problem solver for the team Supporting the planning and delivery of events (up to 6 per year, 120+ attendees) Managing expenses and expense reporting The Candidate - Executive Assistant / Office Manager Experienced - background in finance or private equity a plus Personable - bright, curious, professional, resilient, with strong interpersonal and written communication skills Organised & proactive - detail-focused, able to prioritise, and thrive in a fast-paced environment Adaptable - comfortable taking ownership, managing upwards, and handling new tasks with initiative Team-spirited - approachable, collaborative, with a positive attitude and sense of humour This is an exciting opportunity for a standout Executive Assistant / Office Manager to become a pivotal member of a dynamic, growing firm. You'll work closely with senior leadership, take the lead on important projects, and play a key role in shaping how the business runs. Perfect for someone eager to grow, contribute ideas, and make a lasting impact.
Sep 13, 2025
Full time
A fast-paced, growing and entrepreneurial private equity firm with the energy of a start-up is seeking a bright, confident, and proactive Executive Assistant / Office Manager. This is a varied, hands-on role with significant responsibility and plenty of scope to shape the position as the business grows. The Role - Executive Assistant / Office Manager You'll be the organisational heartbeat of the team, supporting senior leadership and ensuring smooth day-to-day operations. Responsibilities include: Managing group calendars and complex European travel for 7 Partners Coordinating diaries and travel for 10+ European colleagues visiting the UK weekly Professional and proactive client liaison and management Assisting the COO and Operations Manager with project coordination, including meeting set-up, catering, couriers, and car bookings Overseeing internal inbox enquiries and acting as the go-to problem solver for the team Supporting the planning and delivery of events (up to 6 per year, 120+ attendees) Managing expenses and expense reporting The Candidate - Executive Assistant / Office Manager Experienced - background in finance or private equity a plus Personable - bright, curious, professional, resilient, with strong interpersonal and written communication skills Organised & proactive - detail-focused, able to prioritise, and thrive in a fast-paced environment Adaptable - comfortable taking ownership, managing upwards, and handling new tasks with initiative Team-spirited - approachable, collaborative, with a positive attitude and sense of humour This is an exciting opportunity for a standout Executive Assistant / Office Manager to become a pivotal member of a dynamic, growing firm. You'll work closely with senior leadership, take the lead on important projects, and play a key role in shaping how the business runs. Perfect for someone eager to grow, contribute ideas, and make a lasting impact.
Assistant Vice President, Core Compliance Testing and Assurance
MUFG Bank, Ltd.
Assistant Vice President, Core Compliance Testing and Assurance page is loaded Assistant Vice President, Core Compliance Testing and Assurance Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id -WD Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. Overview of the Department/Section: Compliance Testing and Quality Assurance (CTQA) is responsible for leading and/or delivering a comprehensive risk based assurance programme across the bank and securities business activities of MUFG in London and the EMEA region. The work of the department extends to conducting reviews, deep dives, communications monitoring, investigations and trade surveillance. Effective delivery of this programme requires collaboration with other Compliance Departments and engagement with all business and operational areas. Main Purpose of the Role: To contribute to the overall success of CTQA and its objectives by delivering a risk based programme of second line compliance for MUFG's EMEA region. The role includes support of both the Global Head Offices' assurance programmes and EMEA based testing which may also include opportunities to travel to offices located within EMEA. The role may involve ad-hoc investigations, projects and thematic reviews. You may also be asked to support wider initiatives and undertake other tasks and responsibilities in CTQA. Key Responsibilities: In this role, you will be responsible for the compliance assurance and testing programme across MUFG's banking and securities business under a dual-hat arrangement. Under this arrangement, you will act and make decisions on behalf of both the bank and the securities business, subject to the same remit and level of authority, and irrespective of the entity which employs you. You will be expected to contribute to the overall compliance assurance and testing framework by: Supporting the swap dealer compliance assurance programme (CFTC / SEC regulations) Acting as or working towards being an SME in the swap dealer regulations Interpreting swap dealer rules and executing testing as directed by Management Supporting the production of any MI in realtion to swap dealer programme and assisting in production of committee materials or other records as requested Leading, managing and owning technically complex, well-articulated and comprehensive reviews of the London and EMEA business areas to provide assurance over compliance and conduct risks to key stakeholders Scoping reviews and developing test programmes Tracking, managing and taking ownership of the remediation of compliance issues by working with relevant business stakeholders Regularly meeting with and engaging with key business stakeholders in order to identify key risk areas and building/maintaining strong relationships with key stakeholders Contributing to the quarterly and annual risk assessments Working directly with off-shored teams to manage the quality of their output and the delivery of assigned work Guiding, managing and developing off-shored staff as allocated Coaching, supporting and training junior members of the team Providing support to both the Bank and Securities Head Offices Working in collaboration with the First Line to support their assurance programme Providing regular MI for management and Head Office Assisting in the creation and delivery of the department's Assurance Plan by identifying key areas of focus for reviews, Identifying compliance and conduct risk topics and communicating to the team, division and senior management on any industry updates. Supporting and expanding the use of the internal data analytics system to drive testing efficiencies Actively participating in current CTQA projects and wider initiatives such as data analytics, compliance framework implementation, risk rollout in EMEA and globally Representing Core Compliance at relevant committees and forums across the Bankand Securities Supporting the build out of the CTQA's presence in EMEA Other ad-hoc tasks as requested by management Skills and Experience: Functional / Technical Competencies Excellent Microsoft Office (including Excel) skills Strong relationship management skills, including with senior stakeholders Effective time management skills, with the ability to produce high quality output and meet tight deadlines Problem solving, analysis and reporting skills Ability to exercise sound judgement, balance risk and practicality to determine appropriate actions/ solutions Excellent presentation and interpersonal skills - ability to communicate clearly and concisely both in person and in writing to articulate how an identified issue increases risk for the firm Good understanding of Investment Banking and Markets risks and regulations Ability to scope reviews, create test scripts and review the work of others Strong compliance testing experience required Broad understanding of the FCA Handbooks, Regulatory approaches & OFAC Standards Experience Essential: 3 years+ of experience in a Compliance Assurance and Testing role and ideally experience/knowledge in CFTC / SEC regulations Desirable 4 years+ experience in a Compliance Assurance and Testing role Education / Qualifications Relevant industry qualifications relating to Compliance preferred, e.g. CISI Personal Requirements: Excellent communication skills Results driven, with a strong sense of accountability A proactive, motivated approach. The ability to operate with urgency and prioritise work accordingly Strong decision making skills with the ability to demonstrate sound judgement A structured and logical approach to work Strong problem solving skills A creative and innovative approach to work Excellent interpersonal skills The ability to manage large workloads and tight deadlines Excellent attention to detail and accuracy A calm approach, with the ability to perform well in a pressurised environment A confident approach, with the ability to provide clear direction to others in the team A strategic approach, with the ability to lead and motivate those within your team The ability to articulate and implement the vision/strategy for the CA&T department We are open to considering flexible working requests in line with organisational requirements. MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership. We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law. Similar Jobs (5) Vice President or Director, Compliance Advisory - US Regulations CFTC and SBSD Swap Dealer locations London time type Full time posted on Posted 30+ Days Ago Vice President, Private Side Advisory - Core Compliance locations London time type Full time posted on Posted 18 Days Ago Vice President, Compliance Manager - Testing & Quality Assurance locations London time type Full time posted on Posted 30+ Days Ago At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
Sep 12, 2025
Full time
Assistant Vice President, Core Compliance Testing and Assurance page is loaded Assistant Vice President, Core Compliance Testing and Assurance Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id -WD Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. Overview of the Department/Section: Compliance Testing and Quality Assurance (CTQA) is responsible for leading and/or delivering a comprehensive risk based assurance programme across the bank and securities business activities of MUFG in London and the EMEA region. The work of the department extends to conducting reviews, deep dives, communications monitoring, investigations and trade surveillance. Effective delivery of this programme requires collaboration with other Compliance Departments and engagement with all business and operational areas. Main Purpose of the Role: To contribute to the overall success of CTQA and its objectives by delivering a risk based programme of second line compliance for MUFG's EMEA region. The role includes support of both the Global Head Offices' assurance programmes and EMEA based testing which may also include opportunities to travel to offices located within EMEA. The role may involve ad-hoc investigations, projects and thematic reviews. You may also be asked to support wider initiatives and undertake other tasks and responsibilities in CTQA. Key Responsibilities: In this role, you will be responsible for the compliance assurance and testing programme across MUFG's banking and securities business under a dual-hat arrangement. Under this arrangement, you will act and make decisions on behalf of both the bank and the securities business, subject to the same remit and level of authority, and irrespective of the entity which employs you. You will be expected to contribute to the overall compliance assurance and testing framework by: Supporting the swap dealer compliance assurance programme (CFTC / SEC regulations) Acting as or working towards being an SME in the swap dealer regulations Interpreting swap dealer rules and executing testing as directed by Management Supporting the production of any MI in realtion to swap dealer programme and assisting in production of committee materials or other records as requested Leading, managing and owning technically complex, well-articulated and comprehensive reviews of the London and EMEA business areas to provide assurance over compliance and conduct risks to key stakeholders Scoping reviews and developing test programmes Tracking, managing and taking ownership of the remediation of compliance issues by working with relevant business stakeholders Regularly meeting with and engaging with key business stakeholders in order to identify key risk areas and building/maintaining strong relationships with key stakeholders Contributing to the quarterly and annual risk assessments Working directly with off-shored teams to manage the quality of their output and the delivery of assigned work Guiding, managing and developing off-shored staff as allocated Coaching, supporting and training junior members of the team Providing support to both the Bank and Securities Head Offices Working in collaboration with the First Line to support their assurance programme Providing regular MI for management and Head Office Assisting in the creation and delivery of the department's Assurance Plan by identifying key areas of focus for reviews, Identifying compliance and conduct risk topics and communicating to the team, division and senior management on any industry updates. Supporting and expanding the use of the internal data analytics system to drive testing efficiencies Actively participating in current CTQA projects and wider initiatives such as data analytics, compliance framework implementation, risk rollout in EMEA and globally Representing Core Compliance at relevant committees and forums across the Bankand Securities Supporting the build out of the CTQA's presence in EMEA Other ad-hoc tasks as requested by management Skills and Experience: Functional / Technical Competencies Excellent Microsoft Office (including Excel) skills Strong relationship management skills, including with senior stakeholders Effective time management skills, with the ability to produce high quality output and meet tight deadlines Problem solving, analysis and reporting skills Ability to exercise sound judgement, balance risk and practicality to determine appropriate actions/ solutions Excellent presentation and interpersonal skills - ability to communicate clearly and concisely both in person and in writing to articulate how an identified issue increases risk for the firm Good understanding of Investment Banking and Markets risks and regulations Ability to scope reviews, create test scripts and review the work of others Strong compliance testing experience required Broad understanding of the FCA Handbooks, Regulatory approaches & OFAC Standards Experience Essential: 3 years+ of experience in a Compliance Assurance and Testing role and ideally experience/knowledge in CFTC / SEC regulations Desirable 4 years+ experience in a Compliance Assurance and Testing role Education / Qualifications Relevant industry qualifications relating to Compliance preferred, e.g. CISI Personal Requirements: Excellent communication skills Results driven, with a strong sense of accountability A proactive, motivated approach. The ability to operate with urgency and prioritise work accordingly Strong decision making skills with the ability to demonstrate sound judgement A structured and logical approach to work Strong problem solving skills A creative and innovative approach to work Excellent interpersonal skills The ability to manage large workloads and tight deadlines Excellent attention to detail and accuracy A calm approach, with the ability to perform well in a pressurised environment A confident approach, with the ability to provide clear direction to others in the team A strategic approach, with the ability to lead and motivate those within your team The ability to articulate and implement the vision/strategy for the CA&T department We are open to considering flexible working requests in line with organisational requirements. MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership. We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law. Similar Jobs (5) Vice President or Director, Compliance Advisory - US Regulations CFTC and SBSD Swap Dealer locations London time type Full time posted on Posted 30+ Days Ago Vice President, Private Side Advisory - Core Compliance locations London time type Full time posted on Posted 18 Days Ago Vice President, Compliance Manager - Testing & Quality Assurance locations London time type Full time posted on Posted 30+ Days Ago At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
Arden Personnel
General Manager
Arden Personnel Stratford-upon-avon, Warwickshire
General Manager Premium Consumer Goods Up to £50,000 + EV Company Car + Pension Arden Personnel is delighted to be recruiting on behalf of our client, a well-established and design-led brand operating at the forefront of the premium consumer goods sector. With a reputation for quality, innovation, and international reach, this is a rare opportunity to join a business poised for its next phase of growth. You will take full ownership of daily operations, driving profitable and scalable growth across the business. This is a pivotal leadership role where you ll oversee planning, people, processes, and performance across supply chain, warehousing, logistics, and systems ensuring seamless product availability, robust margin control, and a safe, compliant working environment. Working in close partnership with the CEO, you ll be instrumental in the smooth running of the business, office, and warehouse functions. From strategic oversight to hands-on execution, you ll be the operational heartbeat of the organisation bringing structure, clarity, and commercial focus to every corner of the company. What You ll Be Doing in this General Manager Role? Lead day-to-day operations across supply chain, warehousing, logistics, and systems Translate business goals into actionable plans with clear KPIs Oversee purchasing, forecasting, and supplier relationships (UK & international) Ensure product availability, stock accuracy, and margin integrity Drive ERP/CRM adoption and maintain clean, consistent data (Sage 200 & Salesforce) Manage warehouse performance, pick/pack accuracy, and courier efficiency Partner with Finance on budgets, pricing, and cash flow Own Health & Safety compliance and site facilities Recruit, coach, and develop a high-performing team Collaborate closely with the CEO and cross-functional teams Support product launches and manage end-of-line run-outs Monitor and improve cash conversion and inventory turnover What Skills and Experience will I need for this General Manager Role Proven senior leadership in operations within FMCG, wholesale, or consumer products Strong supply chain and multi-warehouse management experience Financial acumen with a focus on margin, pricing, and cash flow High systems literacy (e.g., Sage 200 PRO) and CRM (e.g., Salesforce); and confident data reporting Calm, structured communicator with a people-first mindset, an empathetic mindset. UK driving licence required Experience with B2c and B2B ecommerce operations and product content workflows is a bonus, as is managing external audits and multi currency price lists. What s On Offer for this General Manager Role Salary up to £50,000 depending on experience Company Electric Vehicle (EV) 22 days holiday plus bank holidays Pension scheme Free Parking Why work for us? A collaborative, forward-thinking culture where values aren t just words they re lived. We believe in clarity, empowerment, and positivity, and we champion peripheral thinking, consistency, and expertise. If you thrive in a business that values direction, recognition, and decisive action, you ll feel right at home here. Interested? We re reviewing CVs now! Apply today or contact Arden Personnel for more information. (phone number removed); Send your CV to (url removed) (phone number removed); Call us on (phone number removed) Alcester or Redditch (phone number removed) Arden Personnel Connecting Talent with Opportunity Arden Personnel is a local independent recruitment agency with offices in Alcester, Warwickshire and Redditch, Worcestershire. We recruit for companies based in Alcester, Evesham, Bidford-on-Avon, Stratford-upon-Avon, Henley-in-Arden, Leamington Spa, Redditch, Bromsgrove, and Studley. We want your experience with using a recruitment agency to be good and will always endeavour to get back to all applicants. Follow us on Facebook, Instagram, and LinkedIn for all updates of live vacancies Arden Personnel is an equal opportunities employer that welcomes applications from all age groups. We recruit in the following sectors: Administration, PA/Executive Assistants, Secretarial, Reception, Marketing, IT, HR, Finance, Customer Services, Purchasing, Supply Chain, Engineering and many others.
Sep 12, 2025
Full time
General Manager Premium Consumer Goods Up to £50,000 + EV Company Car + Pension Arden Personnel is delighted to be recruiting on behalf of our client, a well-established and design-led brand operating at the forefront of the premium consumer goods sector. With a reputation for quality, innovation, and international reach, this is a rare opportunity to join a business poised for its next phase of growth. You will take full ownership of daily operations, driving profitable and scalable growth across the business. This is a pivotal leadership role where you ll oversee planning, people, processes, and performance across supply chain, warehousing, logistics, and systems ensuring seamless product availability, robust margin control, and a safe, compliant working environment. Working in close partnership with the CEO, you ll be instrumental in the smooth running of the business, office, and warehouse functions. From strategic oversight to hands-on execution, you ll be the operational heartbeat of the organisation bringing structure, clarity, and commercial focus to every corner of the company. What You ll Be Doing in this General Manager Role? Lead day-to-day operations across supply chain, warehousing, logistics, and systems Translate business goals into actionable plans with clear KPIs Oversee purchasing, forecasting, and supplier relationships (UK & international) Ensure product availability, stock accuracy, and margin integrity Drive ERP/CRM adoption and maintain clean, consistent data (Sage 200 & Salesforce) Manage warehouse performance, pick/pack accuracy, and courier efficiency Partner with Finance on budgets, pricing, and cash flow Own Health & Safety compliance and site facilities Recruit, coach, and develop a high-performing team Collaborate closely with the CEO and cross-functional teams Support product launches and manage end-of-line run-outs Monitor and improve cash conversion and inventory turnover What Skills and Experience will I need for this General Manager Role Proven senior leadership in operations within FMCG, wholesale, or consumer products Strong supply chain and multi-warehouse management experience Financial acumen with a focus on margin, pricing, and cash flow High systems literacy (e.g., Sage 200 PRO) and CRM (e.g., Salesforce); and confident data reporting Calm, structured communicator with a people-first mindset, an empathetic mindset. UK driving licence required Experience with B2c and B2B ecommerce operations and product content workflows is a bonus, as is managing external audits and multi currency price lists. What s On Offer for this General Manager Role Salary up to £50,000 depending on experience Company Electric Vehicle (EV) 22 days holiday plus bank holidays Pension scheme Free Parking Why work for us? A collaborative, forward-thinking culture where values aren t just words they re lived. We believe in clarity, empowerment, and positivity, and we champion peripheral thinking, consistency, and expertise. If you thrive in a business that values direction, recognition, and decisive action, you ll feel right at home here. Interested? We re reviewing CVs now! Apply today or contact Arden Personnel for more information. (phone number removed); Send your CV to (url removed) (phone number removed); Call us on (phone number removed) Alcester or Redditch (phone number removed) Arden Personnel Connecting Talent with Opportunity Arden Personnel is a local independent recruitment agency with offices in Alcester, Warwickshire and Redditch, Worcestershire. We recruit for companies based in Alcester, Evesham, Bidford-on-Avon, Stratford-upon-Avon, Henley-in-Arden, Leamington Spa, Redditch, Bromsgrove, and Studley. We want your experience with using a recruitment agency to be good and will always endeavour to get back to all applicants. Follow us on Facebook, Instagram, and LinkedIn for all updates of live vacancies Arden Personnel is an equal opportunities employer that welcomes applications from all age groups. We recruit in the following sectors: Administration, PA/Executive Assistants, Secretarial, Reception, Marketing, IT, HR, Finance, Customer Services, Purchasing, Supply Chain, Engineering and many others.
Creative Artists Agency
Account Executive, Brand Consulting - Talent Community
Creative Artists Agency
Account Executive, Brand Consulting - Talent Community Apply locations: London, United Kingdom Time type: Full time Posted on: Posted 30+ Days Ago Job requisition id: JR4350 Job Description THE AGENCY Creative Artists Agency (CAA) is the leading entertainment and sports agency, with global expertise in filmed and live entertainment, digital media, publishing, sponsorship sales and endorsements, media finance, consumer investing, fashion, trademark licensing, and philanthropy. Known for its culture of collaboration and exceptional client service, CAA's diverse workforce identifies, innovates, and amplifies opportunities for entities that shape culture and inspire the world. CAA pioneered many industry firsts, including building a sports business, creating an investment bank, launching a venture fund, founding tech start-ups, establishing a philanthropic arm, and expanding globally. Named Most Valuable Sports Agency by Forbes for eight consecutive years, CAA represents over 2,000 top athletes across sports, along with coaches, broadcasters, and sports personalities, working in broadcast rights, marketing initiatives, social impact, and sports properties for sales and sponsorships. Founded in 1975 and headquartered in Los Angeles, CAA has offices worldwide including New York, Nashville, Memphis, Chicago, Miami, London, Munich, Geneva, Stockholm, Shanghai, and Beijing. OVERVIEW Within CAA Brand Consulting, we have 200+ specialists working with over 40 leading brands. Our goal is to be the strategic partner for brands, helping them solve their biggest challenges. We create opportunities through CAA's unparalleled connectivity to popular culture, building brands and growing businesses by identifying, activating, and measuring strategic marketing partnerships in sport and entertainment. Our services include strategy, creative, digital, communications, content, and analytics. In London, our clients include Volvo, Allianz, Salesforce, Gulf Oil, Mondelez, and OKX. Our culture is unique; despite being a global agency, it maintains a small agency feel with a strong sense of teamwork, ambition, empowerment, and entrepreneurial spirit. The London office seeks highly organized and motivated assistants to support the Brand Consulting department in daily activities. What does the role involve? Assist the Account Manager with daily operations Campaign planning, research, and idea generation Manage sponsorship rights and assets Develop and implement brand activations Project and event management, including hospitality and logistics Engage with rights holders, stakeholders, and suppliers Handle account administration, budget tracking, and client reporting Monitor trends in sport, digital, and technology What are we looking for? Ambition, enthusiasm, reliability, and a strong work ethic Proactive self-starter with a can-do attitude Strong interpersonal skills for building relationships Organized, detail-oriented, able to work under pressure Team player, comfortable working independently Creative flair and innovative thinking Excellent communication skills with attention to detail Passion for sport and entertainment, up-to-date with popular culture Please send your CV. We will contact suitable candidates for future positions. We are committed to equal employment opportunity and do not discriminate based on age, sex, sexual orientation, gender identity, race, religion, ethnicity, nationality, disability, marital status, military status, pregnancy, or maternity. We also provide reasonable accommodations for qualified individuals with disabilities. Please inform HR if you need assistance during the application process.
Sep 12, 2025
Full time
Account Executive, Brand Consulting - Talent Community Apply locations: London, United Kingdom Time type: Full time Posted on: Posted 30+ Days Ago Job requisition id: JR4350 Job Description THE AGENCY Creative Artists Agency (CAA) is the leading entertainment and sports agency, with global expertise in filmed and live entertainment, digital media, publishing, sponsorship sales and endorsements, media finance, consumer investing, fashion, trademark licensing, and philanthropy. Known for its culture of collaboration and exceptional client service, CAA's diverse workforce identifies, innovates, and amplifies opportunities for entities that shape culture and inspire the world. CAA pioneered many industry firsts, including building a sports business, creating an investment bank, launching a venture fund, founding tech start-ups, establishing a philanthropic arm, and expanding globally. Named Most Valuable Sports Agency by Forbes for eight consecutive years, CAA represents over 2,000 top athletes across sports, along with coaches, broadcasters, and sports personalities, working in broadcast rights, marketing initiatives, social impact, and sports properties for sales and sponsorships. Founded in 1975 and headquartered in Los Angeles, CAA has offices worldwide including New York, Nashville, Memphis, Chicago, Miami, London, Munich, Geneva, Stockholm, Shanghai, and Beijing. OVERVIEW Within CAA Brand Consulting, we have 200+ specialists working with over 40 leading brands. Our goal is to be the strategic partner for brands, helping them solve their biggest challenges. We create opportunities through CAA's unparalleled connectivity to popular culture, building brands and growing businesses by identifying, activating, and measuring strategic marketing partnerships in sport and entertainment. Our services include strategy, creative, digital, communications, content, and analytics. In London, our clients include Volvo, Allianz, Salesforce, Gulf Oil, Mondelez, and OKX. Our culture is unique; despite being a global agency, it maintains a small agency feel with a strong sense of teamwork, ambition, empowerment, and entrepreneurial spirit. The London office seeks highly organized and motivated assistants to support the Brand Consulting department in daily activities. What does the role involve? Assist the Account Manager with daily operations Campaign planning, research, and idea generation Manage sponsorship rights and assets Develop and implement brand activations Project and event management, including hospitality and logistics Engage with rights holders, stakeholders, and suppliers Handle account administration, budget tracking, and client reporting Monitor trends in sport, digital, and technology What are we looking for? Ambition, enthusiasm, reliability, and a strong work ethic Proactive self-starter with a can-do attitude Strong interpersonal skills for building relationships Organized, detail-oriented, able to work under pressure Team player, comfortable working independently Creative flair and innovative thinking Excellent communication skills with attention to detail Passion for sport and entertainment, up-to-date with popular culture Please send your CV. We will contact suitable candidates for future positions. We are committed to equal employment opportunity and do not discriminate based on age, sex, sexual orientation, gender identity, race, religion, ethnicity, nationality, disability, marital status, military status, pregnancy, or maternity. We also provide reasonable accommodations for qualified individuals with disabilities. Please inform HR if you need assistance during the application process.
Trainee Investment Manager
LGT Vestra LLP
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: We are involved in a broad range of activities including Investments, Strategy and Planning/Structuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice. Brief Role Objective (Trainee Investment Manager): To provide general and administrative support to and the Investment Managers to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. Will have regular contact with HNW client base, dealing with their enquiries and providing support at client meetings where appropriate. Key Responsibilities: To assist the team with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements To act as the liaison with the Dealers and Back Office on the settlement of deals, keeping the team abreast of any irregularities To maintain client lists and information, including spreadsheets/databases and Bloomberg sheets. To review and advise on corporate actions To provide all analytics for the team, including performance, asset allocation reports and capital gains To ensure that all current/new client account data is complete, up-to-date and accurate at all times To produce reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packs To deal with client correspondence and queries To monitor portfolios content and performance for Investment Managers To ensure all prospects are stored on the relevant database and all client correspondence on file To preparing and collate research and stock recommendations for the Investment Managers, including purchase and sale paragraphs To monitor external custodians for accuracy and timeliness of processing Maintain and update Investment Policy Statements (IPS) Execute required dealing activity under instruction to implement strategic and tactical asset allocation decisions in client portfolios Your profile Key Skills and Technical Requirements: This role is open to those who have previously worked in a Front Office environment in a similar role, e.g. an Investment Assistant Good working knowledge of the Microsoft Suite of Products Undertakes sufficient professional development for the role including CPD (log to be maintained) Other Skills and Attributes: Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team Generates new ideas/initiatives to help promote firm to potential clients Keeps accurate client records and ensures these are held in the appropriate format on the relevant database Strong interpersonal skills; ability to build relationships with different teams Takes initiative for their own work within an understood framework of scope and authority Acts at all times in a professional manner Deals with all matters promptly, professionally and effectively without being reminded Conducts role in accordance with LGT's policies and procedures, within individual authorisation levels and in line with compliance requirements Readily assists the team and the Firm in achieving its objectives Undertakes other tasks or specific project work as and when requested by the Investment Managers Makes effective use of time in order to carry out tasks to the appropriate standard Excellent verbal and written communication skills Organised approach to work, with close attention to detail so that records (including client files) are maintained in line with the Firm's policies and procedures Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news
Sep 11, 2025
Full time
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: We are involved in a broad range of activities including Investments, Strategy and Planning/Structuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice. Brief Role Objective (Trainee Investment Manager): To provide general and administrative support to and the Investment Managers to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. Will have regular contact with HNW client base, dealing with their enquiries and providing support at client meetings where appropriate. Key Responsibilities: To assist the team with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements To act as the liaison with the Dealers and Back Office on the settlement of deals, keeping the team abreast of any irregularities To maintain client lists and information, including spreadsheets/databases and Bloomberg sheets. To review and advise on corporate actions To provide all analytics for the team, including performance, asset allocation reports and capital gains To ensure that all current/new client account data is complete, up-to-date and accurate at all times To produce reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packs To deal with client correspondence and queries To monitor portfolios content and performance for Investment Managers To ensure all prospects are stored on the relevant database and all client correspondence on file To preparing and collate research and stock recommendations for the Investment Managers, including purchase and sale paragraphs To monitor external custodians for accuracy and timeliness of processing Maintain and update Investment Policy Statements (IPS) Execute required dealing activity under instruction to implement strategic and tactical asset allocation decisions in client portfolios Your profile Key Skills and Technical Requirements: This role is open to those who have previously worked in a Front Office environment in a similar role, e.g. an Investment Assistant Good working knowledge of the Microsoft Suite of Products Undertakes sufficient professional development for the role including CPD (log to be maintained) Other Skills and Attributes: Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team Generates new ideas/initiatives to help promote firm to potential clients Keeps accurate client records and ensures these are held in the appropriate format on the relevant database Strong interpersonal skills; ability to build relationships with different teams Takes initiative for their own work within an understood framework of scope and authority Acts at all times in a professional manner Deals with all matters promptly, professionally and effectively without being reminded Conducts role in accordance with LGT's policies and procedures, within individual authorisation levels and in line with compliance requirements Readily assists the team and the Firm in achieving its objectives Undertakes other tasks or specific project work as and when requested by the Investment Managers Makes effective use of time in order to carry out tasks to the appropriate standard Excellent verbal and written communication skills Organised approach to work, with close attention to detail so that records (including client files) are maintained in line with the Firm's policies and procedures Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news
Workplace Experience Manager
Samba TV, Inc.
Samba TV tracks streaming and broadcast video across the world with our proprietary data and technology. We are on a mission to fundamentally transform the viewing experience for everyone. Our data enables media companies to connect with audiences for new shows and movies, and enables advertisers to engage viewers and measure reach across all their devices. We have an amazing story with a unique perspective on culture formed by a global footprint of data and AI-driven insights. We are seeking a highly organized Workplace Experience Manage to support our London office, who will manage a Workplace Manager based out of Warsaw to cover the European and Taiwain offices. This role is essential to creating a welcoming, well-run environment where employees can do their best work. You'll help maintain the physical space, support daily operations, and contribute to the broader global workplace team. This is a in-office position with a minimum of 3 days per week required on-site, with the potential to increase up to 5 days per week depending on business needs, leadership visits and events. WHAT YOU'LL DO Management Responsible for managing the Warsaw Workplace Coordinator. Ensure the Warsaw manager is completing daily duties and tasks for the Warsaw team and is onsite 3 days a week: Tuesday, Wednesday, Thursday. With the Warsaw manager, oversee the Amsterdam, Hamburg, Porto, Taipei offices and facilities. Office Operations & Facilities Act as the go-to contact for general office support, working closely with building management on cleanliness, maintenance, repairs and access control issues. Submit and track tickets related to repairs, desk setups, and space improvements. Conduct regular space audits to ensure the office remains tidy, functional, and well-stocked. Coordinate internal moves, assist with desk resets, and manage setup tasks. Support IT by assisting with basic tech troubleshooting (e.g., connecting monitors, managing cables, monitor and address conference room tech issues, ensuring seamless meeting experiences). Maintain a safe, secure, and well-functioning work environment, ensuring all appliances and office equipment are in good working order. Ensure full compliance with UK health and safety legislation, including fire safety, risk assessments, and building regulations; maintain accurate records and coordinate required inspections and certifications. Support environmental and EHS (Environmental, Health & Safety) initiatives by promoting responsible resource use, maintaining recycling and waste management practices, and partnering with vendors that align with UK sustainability standards. Maintain and regularly update emergency procedures, including first aid kit checks, fire warden coordination, evacuation protocols, and contributions to business continuity planning. Stay informed about industry trends and best practices as it relates to managing the office. Food & Beverage Order and stock weekly snacks and beverages, maintaining kitchen cleanliness and supply levels. Coordinate recurring lunch deliveries, manage order logistics, and handle clean up. Maintain inventory of office supplies such as adapters, chargers, furniture, appliances, electronics and light stationery. Events & Employee Experience Coordinate and support onsite and offsite experiences including recurring events, executive visits, and ad hoc gatherings and All Hands Meeting Coordination. Develop and uphold workplace standards and protocols in collaboration with the HR team to ensure a consistent and supportive office environment. Collaborate with the People Team and leadership to plan and execute internal initiatives that foster engagement and connection. Foster a positive and collaborative office culture that reflects the company's values and encourages teamwork. Gather and analyze employee feedback to continuously improve office operations and foster a positive work environment. Serve as a go-to resource for employee inquiries, connecting individuals to the appropriate internal resources. Facilitate clear internal communications around events, office updates and workplace initiatives. Help Assist with travel coordination tasks like researching nearby hotel options and partnering with hotels to secure preferred corporate rates. Employee Office Onboarding Support Act as an in-office point of contact for new joiners with office-related questions. Send a welcome email outlining key building and workplace details to help new hires successfully navigate the space. Conduct office tours for new joiners and visiting guests. Administrative & Executive Support Provide administrative support including scheduling help for in-office meetings, coordinating vendor/customer visits, and assisting with office-related documentation. Assist with onsite logistics during executive visits and company-wide events. Partner with Executive Assistants for meeting setup, travel coordination, and office-hosted offsites. Vendor & Budget Coordination Manage vendor relationships (e.g., cleaners, catering, events, security, supply vendors), ensuring consistent service and performance. Maintain confidentiality and support data protection protocols when handling internal or vendor-related information. Maintain awareness of and ensure compliance with local employment regulations, GDPR, and relevant workplace legislation in partnership with HR and Legal. Track office expenses and help manage budget planning in collaboration with Workplace and Finance teams. Research and negotiate local vendor contracts to ensure cost-effectiveness and service quality. Process invoices and payments in a timely manner and in accordance with Samba expense policy. Global Workplace Support Provide regional coverage for global teammates when they're out of office. Participate in global projects such as workplace surveys and data gathering to help improve the employee experience. Coordinate across time zones to ensure smooth collaboration with international workplace teams. Key Stakeholders Employees in the London region People Team Executives & Executive Assistants Finance & Legal Teams Building Management IT Support Global Workplace Team WHO YOU ARE Warm, resourceful, and committed to delivering exceptional workplace experiences. Exceptionally organized with strong communication and follow-through skills. Proactive, detail-oriented, and comfortable working autonomously. Familiar with Google Workspace (Docs, Sheets, Calendar, Gmail); Slack experience is a plus. Confident managing vendors and performing light tech troubleshooting when needed. Adaptable to shifting priorities and excited to contribute to a high-functioning, globally connected workplace team. Passionate about fostering culture and community, with a focus on Samba people-centered experiences. Comfortable using internal systems and engagement tools (e.g., HRIS platforms or event tools) to support team operations. £51,000 - £66,000 a year Samba TV is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.We strive to empower connection with one another, reflect the communities we serve, and tackle meaningful projects that make a real impact. Samba TV may collect personal information directly from you, as a job applicant, Samba TV may also receive personal information from third parties, for example, in connection with a background, employment or reference check, in accordance with the applicable law. For further details, please see Samba's Applicant Privacy Policy . For residents of the EU , Samba Inc. is the data controller.
Sep 11, 2025
Full time
Samba TV tracks streaming and broadcast video across the world with our proprietary data and technology. We are on a mission to fundamentally transform the viewing experience for everyone. Our data enables media companies to connect with audiences for new shows and movies, and enables advertisers to engage viewers and measure reach across all their devices. We have an amazing story with a unique perspective on culture formed by a global footprint of data and AI-driven insights. We are seeking a highly organized Workplace Experience Manage to support our London office, who will manage a Workplace Manager based out of Warsaw to cover the European and Taiwain offices. This role is essential to creating a welcoming, well-run environment where employees can do their best work. You'll help maintain the physical space, support daily operations, and contribute to the broader global workplace team. This is a in-office position with a minimum of 3 days per week required on-site, with the potential to increase up to 5 days per week depending on business needs, leadership visits and events. WHAT YOU'LL DO Management Responsible for managing the Warsaw Workplace Coordinator. Ensure the Warsaw manager is completing daily duties and tasks for the Warsaw team and is onsite 3 days a week: Tuesday, Wednesday, Thursday. With the Warsaw manager, oversee the Amsterdam, Hamburg, Porto, Taipei offices and facilities. Office Operations & Facilities Act as the go-to contact for general office support, working closely with building management on cleanliness, maintenance, repairs and access control issues. Submit and track tickets related to repairs, desk setups, and space improvements. Conduct regular space audits to ensure the office remains tidy, functional, and well-stocked. Coordinate internal moves, assist with desk resets, and manage setup tasks. Support IT by assisting with basic tech troubleshooting (e.g., connecting monitors, managing cables, monitor and address conference room tech issues, ensuring seamless meeting experiences). Maintain a safe, secure, and well-functioning work environment, ensuring all appliances and office equipment are in good working order. Ensure full compliance with UK health and safety legislation, including fire safety, risk assessments, and building regulations; maintain accurate records and coordinate required inspections and certifications. Support environmental and EHS (Environmental, Health & Safety) initiatives by promoting responsible resource use, maintaining recycling and waste management practices, and partnering with vendors that align with UK sustainability standards. Maintain and regularly update emergency procedures, including first aid kit checks, fire warden coordination, evacuation protocols, and contributions to business continuity planning. Stay informed about industry trends and best practices as it relates to managing the office. Food & Beverage Order and stock weekly snacks and beverages, maintaining kitchen cleanliness and supply levels. Coordinate recurring lunch deliveries, manage order logistics, and handle clean up. Maintain inventory of office supplies such as adapters, chargers, furniture, appliances, electronics and light stationery. Events & Employee Experience Coordinate and support onsite and offsite experiences including recurring events, executive visits, and ad hoc gatherings and All Hands Meeting Coordination. Develop and uphold workplace standards and protocols in collaboration with the HR team to ensure a consistent and supportive office environment. Collaborate with the People Team and leadership to plan and execute internal initiatives that foster engagement and connection. Foster a positive and collaborative office culture that reflects the company's values and encourages teamwork. Gather and analyze employee feedback to continuously improve office operations and foster a positive work environment. Serve as a go-to resource for employee inquiries, connecting individuals to the appropriate internal resources. Facilitate clear internal communications around events, office updates and workplace initiatives. Help Assist with travel coordination tasks like researching nearby hotel options and partnering with hotels to secure preferred corporate rates. Employee Office Onboarding Support Act as an in-office point of contact for new joiners with office-related questions. Send a welcome email outlining key building and workplace details to help new hires successfully navigate the space. Conduct office tours for new joiners and visiting guests. Administrative & Executive Support Provide administrative support including scheduling help for in-office meetings, coordinating vendor/customer visits, and assisting with office-related documentation. Assist with onsite logistics during executive visits and company-wide events. Partner with Executive Assistants for meeting setup, travel coordination, and office-hosted offsites. Vendor & Budget Coordination Manage vendor relationships (e.g., cleaners, catering, events, security, supply vendors), ensuring consistent service and performance. Maintain confidentiality and support data protection protocols when handling internal or vendor-related information. Maintain awareness of and ensure compliance with local employment regulations, GDPR, and relevant workplace legislation in partnership with HR and Legal. Track office expenses and help manage budget planning in collaboration with Workplace and Finance teams. Research and negotiate local vendor contracts to ensure cost-effectiveness and service quality. Process invoices and payments in a timely manner and in accordance with Samba expense policy. Global Workplace Support Provide regional coverage for global teammates when they're out of office. Participate in global projects such as workplace surveys and data gathering to help improve the employee experience. Coordinate across time zones to ensure smooth collaboration with international workplace teams. Key Stakeholders Employees in the London region People Team Executives & Executive Assistants Finance & Legal Teams Building Management IT Support Global Workplace Team WHO YOU ARE Warm, resourceful, and committed to delivering exceptional workplace experiences. Exceptionally organized with strong communication and follow-through skills. Proactive, detail-oriented, and comfortable working autonomously. Familiar with Google Workspace (Docs, Sheets, Calendar, Gmail); Slack experience is a plus. Confident managing vendors and performing light tech troubleshooting when needed. Adaptable to shifting priorities and excited to contribute to a high-functioning, globally connected workplace team. Passionate about fostering culture and community, with a focus on Samba people-centered experiences. Comfortable using internal systems and engagement tools (e.g., HRIS platforms or event tools) to support team operations. £51,000 - £66,000 a year Samba TV is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.We strive to empower connection with one another, reflect the communities we serve, and tackle meaningful projects that make a real impact. Samba TV may collect personal information directly from you, as a job applicant, Samba TV may also receive personal information from third parties, for example, in connection with a background, employment or reference check, in accordance with the applicable law. For further details, please see Samba's Applicant Privacy Policy . For residents of the EU , Samba Inc. is the data controller.
General Manager
ArtsHub (UK) Ltd.
Job Summary We are looking for an exceptional General Manager to support the Artistic Director/CEO during this exciting period of expansion. This is a rare opportunity to be part of a company that is not only dedicated to making exceptional ballet but also leading the way in transforming the sector. Job Description The General Manager will be responsible for the administrative and financial management of the Company. We are looking for a creative, dynamic, and resourceful individual who will help manage the Company's activities and finances with the utmost rigour, while working closely with the CEO/AD to develop and deliver exciting new projects as we look towards our next twenty years. The General Manager reports to the CEO/Artistic Director and to the Board and is responsible for the Executive Assistant. This role would best suit a candidate who is passionate about Ballet Black's artistic work and societal impact, especially in promoting diversity. If you would like an informal conversation prior to applying, please see contact details listed at the end. Ballet Black is in the process of moving to new premises, and it is expected that this position will mainly be based in a new office in Hammersmith during the day, with some evening work (e.g., attending Ballet Black performances and donor nurturing events). Essential Qualities: Passion for Ballet Black's mission and ethos. At least 5 years' experience in a General Manager or comparable role in the Arts. Experience working in a creative environment in an administrative capacity. Experience in financial and business planning, financial reporting, and audit and cashflow management. Exceptional interpersonal skills, able to manage relationships strategically and tactfully with a wide range of colleagues. Exceptional organizational skills including a methodical and systematic approach to scheduling and budgeting. Strong literacy, numeracy, and IT skills (Mac-based). Ability to work under pressure, meet deadlines, and prioritize workload around changing demands. Understanding of good governance and the requirements of both Charities Commission and Companies House. A full job description and application details are available at Job Requirements Primary Responsibilities Financial and business planning, budgeting, cashflow, financial controls, management reporting, and statutory reporting. Foster and maintain relationships with Arts Council England, supporters, donors, and the Ballet Black Friends' Circle. Identify and apply for funding from trusts and foundations, working with the AD/CEO, Board, and relevant BB Producer. Work closely with the CEO & Chair to ensure high standards of governance and collaboration with the Trustees. Ensure compliance with policies and legislation, and support policy development and staff adherence. Job Responsibilities HR & Operations Support the artistic vision and communicate effectively with the team, Board, and external stakeholders. Provide line management for administrative staff, ensuring professional development. Build strategic financial partnerships and manage contracts. Develop and monitor a robust business plan. Manage legal and statutory requirements and submissions. Governance Prepare board papers and oversee their distribution. Maintain meeting schedules for Board & Sub-Committees. Ensure compliance with Companies House and Charity Commission requirements. Attend Board meetings. Contact for more info:
Sep 11, 2025
Full time
Job Summary We are looking for an exceptional General Manager to support the Artistic Director/CEO during this exciting period of expansion. This is a rare opportunity to be part of a company that is not only dedicated to making exceptional ballet but also leading the way in transforming the sector. Job Description The General Manager will be responsible for the administrative and financial management of the Company. We are looking for a creative, dynamic, and resourceful individual who will help manage the Company's activities and finances with the utmost rigour, while working closely with the CEO/AD to develop and deliver exciting new projects as we look towards our next twenty years. The General Manager reports to the CEO/Artistic Director and to the Board and is responsible for the Executive Assistant. This role would best suit a candidate who is passionate about Ballet Black's artistic work and societal impact, especially in promoting diversity. If you would like an informal conversation prior to applying, please see contact details listed at the end. Ballet Black is in the process of moving to new premises, and it is expected that this position will mainly be based in a new office in Hammersmith during the day, with some evening work (e.g., attending Ballet Black performances and donor nurturing events). Essential Qualities: Passion for Ballet Black's mission and ethos. At least 5 years' experience in a General Manager or comparable role in the Arts. Experience working in a creative environment in an administrative capacity. Experience in financial and business planning, financial reporting, and audit and cashflow management. Exceptional interpersonal skills, able to manage relationships strategically and tactfully with a wide range of colleagues. Exceptional organizational skills including a methodical and systematic approach to scheduling and budgeting. Strong literacy, numeracy, and IT skills (Mac-based). Ability to work under pressure, meet deadlines, and prioritize workload around changing demands. Understanding of good governance and the requirements of both Charities Commission and Companies House. A full job description and application details are available at Job Requirements Primary Responsibilities Financial and business planning, budgeting, cashflow, financial controls, management reporting, and statutory reporting. Foster and maintain relationships with Arts Council England, supporters, donors, and the Ballet Black Friends' Circle. Identify and apply for funding from trusts and foundations, working with the AD/CEO, Board, and relevant BB Producer. Work closely with the CEO & Chair to ensure high standards of governance and collaboration with the Trustees. Ensure compliance with policies and legislation, and support policy development and staff adherence. Job Responsibilities HR & Operations Support the artistic vision and communicate effectively with the team, Board, and external stakeholders. Provide line management for administrative staff, ensuring professional development. Build strategic financial partnerships and manage contracts. Develop and monitor a robust business plan. Manage legal and statutory requirements and submissions. Governance Prepare board papers and oversee their distribution. Maintain meeting schedules for Board & Sub-Committees. Ensure compliance with Companies House and Charity Commission requirements. Attend Board meetings. Contact for more info:
Harper Recruitment
Marketing Assistant
Harper Recruitment
Marketing Executive 30,000 + benefits Permanent Burton - on - Trent - Flexible working/Hybrid Full Time Monday - Friday Harper Recruitment Group are working in partnership with a successful Manufacturing firm based in Burton on Trent. We're looking for an experienced Marketing Executive to provide support to the Marketing team. This is a creative and integral role with a huge international brand! What will the role involve Support the Marketing Manager deliver the annual plan of activity including implementation. Assist in the development and production of traditional marketing materials, including packaging, brochures, leaflets, posters, and flyers. Work with designers and printers in a professional manner following the corporate brand guidelines. Assist in the creation of content for social media and eCommerce platforms. Support the sales team by fulfilling requests for marketing material. Undertake daily administrative tasks to ensure the functionality and coordination of the departments marketing activity. Who are we looking for? Marketing qualification and/or experience is desirable. Experience of managing multiple projects and timescales. Computer Skills: MS Office products to include Word, Excel, PowerPoint, Outlook What's in it for you? Highly competitive salary 33 Days holiday Growth and career development Monday - Friday Huge international and highly successful brand Apply NOW to avoid disappointment! Due to the large volume of applications, we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future. About Harper Recruitment Group: Harper Recruitment Group has been offering high-quality recruitment services across Nottingham, Derby and the wider East Midlands since 1987, specialising in recruiting business support professionals of all levels on a permanent, contract or temporary basis. Looking for something different? Visit our website today for a list of live vacancies or send an up-to-date CV to .
Sep 09, 2025
Full time
Marketing Executive 30,000 + benefits Permanent Burton - on - Trent - Flexible working/Hybrid Full Time Monday - Friday Harper Recruitment Group are working in partnership with a successful Manufacturing firm based in Burton on Trent. We're looking for an experienced Marketing Executive to provide support to the Marketing team. This is a creative and integral role with a huge international brand! What will the role involve Support the Marketing Manager deliver the annual plan of activity including implementation. Assist in the development and production of traditional marketing materials, including packaging, brochures, leaflets, posters, and flyers. Work with designers and printers in a professional manner following the corporate brand guidelines. Assist in the creation of content for social media and eCommerce platforms. Support the sales team by fulfilling requests for marketing material. Undertake daily administrative tasks to ensure the functionality and coordination of the departments marketing activity. Who are we looking for? Marketing qualification and/or experience is desirable. Experience of managing multiple projects and timescales. Computer Skills: MS Office products to include Word, Excel, PowerPoint, Outlook What's in it for you? Highly competitive salary 33 Days holiday Growth and career development Monday - Friday Huge international and highly successful brand Apply NOW to avoid disappointment! Due to the large volume of applications, we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future. About Harper Recruitment Group: Harper Recruitment Group has been offering high-quality recruitment services across Nottingham, Derby and the wider East Midlands since 1987, specialising in recruiting business support professionals of all levels on a permanent, contract or temporary basis. Looking for something different? Visit our website today for a list of live vacancies or send an up-to-date CV to .
BDO UK
Transaction Services Assistant Director
BDO UK Bristol, Gloucestershire
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. In Transaction Services, you will have the opportunity to support a range of clients by providing due diligence services to support them through events such as acquisitions, sale processes and capital markets transactions. We help to deliver successful transaction outcomes through our data-driven insights and commercial acumen. An Assistant Director is required to independently, and with the support of other Assistant Directors, Directors and Partners, develop and grow the Transaction Services business within Corporate Finance, as well as develop team members. You will have a good understanding of, and experience in, the field of financial due diligence for corporate or strategic buyers, private equity or financial buyers and vendors and / or reporting accountant's work. You will also have developed sector knowledge. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You'll be someone with: ACA/ACCA qualified (or overseas equivalent), or relevant work experience. Experience of working within a corporate finance department. Previous management experience. Good knowledge of MS Office, in particular Word, Powerpoint and Excel. For those involved in Capital Markets transactions a thorough knowledge of the relevant legislation. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 12, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. In Transaction Services, you will have the opportunity to support a range of clients by providing due diligence services to support them through events such as acquisitions, sale processes and capital markets transactions. We help to deliver successful transaction outcomes through our data-driven insights and commercial acumen. An Assistant Director is required to independently, and with the support of other Assistant Directors, Directors and Partners, develop and grow the Transaction Services business within Corporate Finance, as well as develop team members. You will have a good understanding of, and experience in, the field of financial due diligence for corporate or strategic buyers, private equity or financial buyers and vendors and / or reporting accountant's work. You will also have developed sector knowledge. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You'll be someone with: ACA/ACCA qualified (or overseas equivalent), or relevant work experience. Experience of working within a corporate finance department. Previous management experience. Good knowledge of MS Office, in particular Word, Powerpoint and Excel. For those involved in Capital Markets transactions a thorough knowledge of the relevant legislation. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

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