Audit Services Specialist - Technology page is loaded Audit Services Specialist - Technologylocations: London, United Kingdomtime type: Full timeposted on: Posted Todayjob requisition id: R147098 About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/Department: The Specialist has a strong technical understanding of products, services or regulations in the financial services industry. In addition, the Specialist will be required to participate in audit engagements, which will include planning; reviewing and challenging the project's scope; reviewing and providing guidance to the audit teams on testing and drafting and reviewing audit reports and board materials to ensure actionable information is provided to senior management and boards that highlights the risks in the Specialists area(s) of expertise, and to ensure reports meet audit requirements and departmental standards.The role is a direct report to the Audit Director and is responsible for assisting in the recruiting, retention and development process for the audit team. A key focus is to develop the understanding and knowledge of the audit teams. Provides input to improve operational efficiency and/or to enhance the design or operating effectiveness of Northern Trust's internal control environment. Key responsibilities of the role include: • Providing strategic thought leadership in designing an audit coverage strategy over all aspects the Specialists area(s) of expertise • Draft board reporting, both at the legal entity and corporate levels • Interact with global regulators to articulate Audit's view, and ongoing coverage and assessment of business processes and activities • Functions in various roles on audit engagements, including subject matter expert or providing consulting or oversight functions based on the needs of the team • Monitor regulatory updates and provide team with guidance on impact of changes in regulatory environment and how to adjust audit plan and coverage to support. • Interacts, partners and presents to Senior and Executive Management to understand the risks within the business, business changes and other significant events that could significantly affect the business and/or the audit plan • Participates in meetings with business units, Senior, and Executive Management to discuss audit results • Utilizes understanding of various Corporate units to ensure operations, services, and systems have proper audit controls in place (i.e., design of the control environment) • Develops the audit teams technical understanding • Drive and support change in the Audit Services team in line with the vision and strategy. Skills/Qualifications: The successful candidate will benefit from having: • Excellent verbal and written communication skills • Previous internal audit management experience is preferred • Strong report writing • Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff. • Knowledge of auditing in the financial services industry and basic accounting principles and related work experience • Thorough understanding of project management principles in relation to people, systems and processes, to provide value quickly and enable change • Interest and aptitude for identifying problems of varying complexity and developing sound and actionable solutions within given constraints • Analytical and organizational skills are necessary to conduct audits• Professional certifications (e.g., CPA, CISA, CIA, ACA, ACCA) are beneficial Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Jan 08, 2026
Full time
Audit Services Specialist - Technology page is loaded Audit Services Specialist - Technologylocations: London, United Kingdomtime type: Full timeposted on: Posted Todayjob requisition id: R147098 About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/Department: The Specialist has a strong technical understanding of products, services or regulations in the financial services industry. In addition, the Specialist will be required to participate in audit engagements, which will include planning; reviewing and challenging the project's scope; reviewing and providing guidance to the audit teams on testing and drafting and reviewing audit reports and board materials to ensure actionable information is provided to senior management and boards that highlights the risks in the Specialists area(s) of expertise, and to ensure reports meet audit requirements and departmental standards.The role is a direct report to the Audit Director and is responsible for assisting in the recruiting, retention and development process for the audit team. A key focus is to develop the understanding and knowledge of the audit teams. Provides input to improve operational efficiency and/or to enhance the design or operating effectiveness of Northern Trust's internal control environment. Key responsibilities of the role include: • Providing strategic thought leadership in designing an audit coverage strategy over all aspects the Specialists area(s) of expertise • Draft board reporting, both at the legal entity and corporate levels • Interact with global regulators to articulate Audit's view, and ongoing coverage and assessment of business processes and activities • Functions in various roles on audit engagements, including subject matter expert or providing consulting or oversight functions based on the needs of the team • Monitor regulatory updates and provide team with guidance on impact of changes in regulatory environment and how to adjust audit plan and coverage to support. • Interacts, partners and presents to Senior and Executive Management to understand the risks within the business, business changes and other significant events that could significantly affect the business and/or the audit plan • Participates in meetings with business units, Senior, and Executive Management to discuss audit results • Utilizes understanding of various Corporate units to ensure operations, services, and systems have proper audit controls in place (i.e., design of the control environment) • Develops the audit teams technical understanding • Drive and support change in the Audit Services team in line with the vision and strategy. Skills/Qualifications: The successful candidate will benefit from having: • Excellent verbal and written communication skills • Previous internal audit management experience is preferred • Strong report writing • Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff. • Knowledge of auditing in the financial services industry and basic accounting principles and related work experience • Thorough understanding of project management principles in relation to people, systems and processes, to provide value quickly and enable change • Interest and aptitude for identifying problems of varying complexity and developing sound and actionable solutions within given constraints • Analytical and organizational skills are necessary to conduct audits• Professional certifications (e.g., CPA, CISA, CIA, ACA, ACCA) are beneficial Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.
End Date Thursday 08 January 2026 Salary Range £104,992 - £123,520 Flexible Working Options Hybrid Working, Job Share Job Description Summary At Lloyds Banking Group, we have a clear purpose - to help Britain prosper and build deep, enriching relationships with our customers. Through our brands, we have a relationship with just about every household and community in the UK. We underpin the lives of millions of individuals and businesses, and play a key role in helping to build a growing UK economy. We're building an inclusive, values-led culture where colleagues feel recognised and rewarded for their contributions. Join us and you'll have the opportunity to reach your full potential, whatever your role or background. Job Description JOB TITLE: Head of Design Operations LOCATION: Edinburgh / Leeds / Halifax / Manchester / Bristol HOURS: Full-Time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time in the office. About this opportunity The services we design are integral to our customers' lives, and this role focuses on their entire experience-at every stage, across all touchpoints. You'll be part of a team designing from concept through to production, shaping how we engage and build relationships with customers, support their needs, and deliver the right products.Design Operations is the central function within Experience Design that enables our Design Directors and platform-embedded squads to work effectively. Its mission: improve design quality, increase productivity, grow design capability, and maximise design's impact.As Head of Design Operations, you'll champion design thinking and a design-led culture, blending creativity with programme disciplines such as strategy, standards, continuous improvement, business architecture, and technology. This is a leadership role that requires deep design expertise and the ability to influence investment in customer-centric design. What you'll do: Establish and evolve a centre of design delivery, creating cohesive ways of working across design disciplines, embedding them into delivery. Drive leadership understanding and organisational capability in customer-centric design. Build a world-class design practice and environment within the Group, growing a great culture and attracting and retaining market-leading talent. Ensure effective reuse of design assets that are fit for purpose, consistent, and aligned with design standards across all divisions. Keep the team at the forefront of design methodology, principles, and technology-deploying advanced tools and methods to deliver cutting-edge capabilities. Collaborate with business stakeholders and directors to resolve design and delivery challenges quickly, protecting design quality while enabling rapid delivery. Develop strong relationships across Group businesses, strategy, risk, and Brands Marketing & Experience to influence future design direction Key skills and experience: Leadership: Proven ability to lead teams solving complex problems and translate strategic intent into scaled solutions. Design Delivery Expertise: Track record of establishing and driving effective Design Management practices. Design Systems: experience of managing and scaling effective design systems Measurement: employs approaches that ensure design teams can evidence their impact Credibility: Experience in complex markets and organisations. Drive: Resilience, self-awareness, and a passion for exceeding expectations while inspiring your team. Problem-solving: Strategic and innovative mindset with the ability to influence across design disciplines. Influence: Strong presence in executive forums and ability to communicate effectively with stakeholders at all levels. Digital & Tech: Understanding of digital and financial services, with a vision for where the industry is heading. We're looking for someone who: Has 5+ years of scaled design operations leadership experience. Can navigate large organisations' platforms, channels, and codebases to shape sustainable strategies. Advocates for accessibility and inclusivity in design and code. Has a continuous improvement mindset. Can manage multiple deliveries simultaneously. Has experience building and leading multi-disciplinary teams in an agile environment. Inspires confidence, creates the right conditions for collaboration, and builds strong networks across the organisation. About Working For Us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture.We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies Apply today and let's create something extraordinary together! At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.
Jan 08, 2026
Full time
End Date Thursday 08 January 2026 Salary Range £104,992 - £123,520 Flexible Working Options Hybrid Working, Job Share Job Description Summary At Lloyds Banking Group, we have a clear purpose - to help Britain prosper and build deep, enriching relationships with our customers. Through our brands, we have a relationship with just about every household and community in the UK. We underpin the lives of millions of individuals and businesses, and play a key role in helping to build a growing UK economy. We're building an inclusive, values-led culture where colleagues feel recognised and rewarded for their contributions. Join us and you'll have the opportunity to reach your full potential, whatever your role or background. Job Description JOB TITLE: Head of Design Operations LOCATION: Edinburgh / Leeds / Halifax / Manchester / Bristol HOURS: Full-Time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time in the office. About this opportunity The services we design are integral to our customers' lives, and this role focuses on their entire experience-at every stage, across all touchpoints. You'll be part of a team designing from concept through to production, shaping how we engage and build relationships with customers, support their needs, and deliver the right products.Design Operations is the central function within Experience Design that enables our Design Directors and platform-embedded squads to work effectively. Its mission: improve design quality, increase productivity, grow design capability, and maximise design's impact.As Head of Design Operations, you'll champion design thinking and a design-led culture, blending creativity with programme disciplines such as strategy, standards, continuous improvement, business architecture, and technology. This is a leadership role that requires deep design expertise and the ability to influence investment in customer-centric design. What you'll do: Establish and evolve a centre of design delivery, creating cohesive ways of working across design disciplines, embedding them into delivery. Drive leadership understanding and organisational capability in customer-centric design. Build a world-class design practice and environment within the Group, growing a great culture and attracting and retaining market-leading talent. Ensure effective reuse of design assets that are fit for purpose, consistent, and aligned with design standards across all divisions. Keep the team at the forefront of design methodology, principles, and technology-deploying advanced tools and methods to deliver cutting-edge capabilities. Collaborate with business stakeholders and directors to resolve design and delivery challenges quickly, protecting design quality while enabling rapid delivery. Develop strong relationships across Group businesses, strategy, risk, and Brands Marketing & Experience to influence future design direction Key skills and experience: Leadership: Proven ability to lead teams solving complex problems and translate strategic intent into scaled solutions. Design Delivery Expertise: Track record of establishing and driving effective Design Management practices. Design Systems: experience of managing and scaling effective design systems Measurement: employs approaches that ensure design teams can evidence their impact Credibility: Experience in complex markets and organisations. Drive: Resilience, self-awareness, and a passion for exceeding expectations while inspiring your team. Problem-solving: Strategic and innovative mindset with the ability to influence across design disciplines. Influence: Strong presence in executive forums and ability to communicate effectively with stakeholders at all levels. Digital & Tech: Understanding of digital and financial services, with a vision for where the industry is heading. We're looking for someone who: Has 5+ years of scaled design operations leadership experience. Can navigate large organisations' platforms, channels, and codebases to shape sustainable strategies. Advocates for accessibility and inclusivity in design and code. Has a continuous improvement mindset. Can manage multiple deliveries simultaneously. Has experience building and leading multi-disciplinary teams in an agile environment. Inspires confidence, creates the right conditions for collaboration, and builds strong networks across the organisation. About Working For Us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture.We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies Apply today and let's create something extraordinary together! At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.
Are you ready to expand Upright's footprint with top-tier asset managers, asset owners, and private equity firms, translating deep product knowledge into strategic solutions while driving meaningful revenue growth? We're seeking a Sales Director to join our team and accelerate revenue growth in the Investor sector. Trusted by 1,000+ institutional investment organizations and corporations, Upright's impact data is rapidly gaining importance across Europe and North America due to regulatory shifts and rising demand for transparency in measuring real world investment impacts. As a Sales Director, you'll play a central role in helping leading institutional investors understand and unlock the value of sustainability and impact data in their decision making. This is a senior individual contributor role where strategic insight, commercial acumen, and the ability to navigate complex, consultative sales cycles come together. In this position, you'll drive a substantial revenue quota within the Investor segment, working closely with sophisticated clients to build compelling business cases, demonstrate the platform's transformative value, and guide adoption across their organizations. This is not a routine sales role and not a ready made machine. You'll be expected to build and manage your own pipeline, contribute to shaping the sales motion, and stay hands on in all stages of the process. You'll challenge assumptions, uncover untapped potential, and translate complex needs into actionable solutions that create tangible impact for both the customer and Upright. Your contribution will have a visible effect on revenue, client strategy, and how leading organizations integrate sustainability data into investment decision making. This is a high impact role for someone who thrives in a fast paced, consultative sales environment, understands complex products, and enjoys navigating multi stakeholder organizations. YOUR RESPONSIBILITIES Owning your sales pipeline, driving each stage from prospecting and qualification to closing high value deals. Identifying and pursuing new business opportunities within the Investor sector, turning complex client needs into actionable solutions. Building compelling business cases for sustainability and impact data, demonstrating measurable value to sophisticated investors. Developing and maintaining strategic relationships with senior stakeholders, including C level executives and key decision makers. Collaborating cross functionally with customer success, product, and marketing teams to ensure seamless client experience and maximize growth opportunities. Contributing to the development of the sales motion, sharing insights, and shaping processes in a fast paced, startup environment. Meeting and exceeding ambitious revenue targets, while consistently identifying ways to expand account value and drive impact. SIGNS OF BEING A GREAT MATCH FOR THIS ROLE INCLUDE Proven enterprise sales track record in complex, consultative environments, ideally in SaaS, data, or financial services, in a scaling environment where playbooks are being built. Demonstrated track record of meeting or exceeding revenue targets, winning strategic accounts, and driving pipeline growth. Strong analytical skills, with the ability to understand sophisticated platforms quickly and translate their value into strategic solutions for clients. Experience or strong interest in the financial sector, particularly asset management or private equity, with curiosity for sustainability and impact data. Exceptional relationship building and influencing skills, able to earn trust with senior stakeholders, including C level executives and decision makers. Goal oriented, self driven, and proactive, with a sense of urgency and determination to achieve ambitious targets. Self starter with a hands on mindset, comfortable building your own sales pipeline from scratch and contributing to shaping the sales motion. Excellent English communication skills, both spoken and written, with the ability to convey complex ideas clearly and persuasively. Comfort working in a fast paced, high growth environment, managing multiple priorities and complex sales cycles. WHAT WE OFFER Opportunity to influence your earnings with a performance based compensation model and a comprehensive healthcare package. A chance to join a quickly growing and highly ambitious impact SaaS company with mission that matters. A fast paced and dynamic work environment where decisions are made quickly, and progress happens rapidly. An opportunity to shape the future of sustainable finance by driving the adoption of a leading impact data solution, making a direct impact on Upright's growth and success, and applying your skills and experience in meaningful, innovative ways. A fun and kind team with exceptional people who care about what they do. Exciting professional growth opportunities. Location Negotiable, e.g. Helsinki, London, Zurich Deadline Candidates will be reviewed continuously and the role will be filled as soon as the right person is found. The specifics of the role will be tailored to match the experience and seniority of the individual. Psst curious about what we do? Explore Upright Platform to see how we're driving measurable impact and transforming decision making for a better future. Dive in and discover the change you could be part of!
Jan 08, 2026
Full time
Are you ready to expand Upright's footprint with top-tier asset managers, asset owners, and private equity firms, translating deep product knowledge into strategic solutions while driving meaningful revenue growth? We're seeking a Sales Director to join our team and accelerate revenue growth in the Investor sector. Trusted by 1,000+ institutional investment organizations and corporations, Upright's impact data is rapidly gaining importance across Europe and North America due to regulatory shifts and rising demand for transparency in measuring real world investment impacts. As a Sales Director, you'll play a central role in helping leading institutional investors understand and unlock the value of sustainability and impact data in their decision making. This is a senior individual contributor role where strategic insight, commercial acumen, and the ability to navigate complex, consultative sales cycles come together. In this position, you'll drive a substantial revenue quota within the Investor segment, working closely with sophisticated clients to build compelling business cases, demonstrate the platform's transformative value, and guide adoption across their organizations. This is not a routine sales role and not a ready made machine. You'll be expected to build and manage your own pipeline, contribute to shaping the sales motion, and stay hands on in all stages of the process. You'll challenge assumptions, uncover untapped potential, and translate complex needs into actionable solutions that create tangible impact for both the customer and Upright. Your contribution will have a visible effect on revenue, client strategy, and how leading organizations integrate sustainability data into investment decision making. This is a high impact role for someone who thrives in a fast paced, consultative sales environment, understands complex products, and enjoys navigating multi stakeholder organizations. YOUR RESPONSIBILITIES Owning your sales pipeline, driving each stage from prospecting and qualification to closing high value deals. Identifying and pursuing new business opportunities within the Investor sector, turning complex client needs into actionable solutions. Building compelling business cases for sustainability and impact data, demonstrating measurable value to sophisticated investors. Developing and maintaining strategic relationships with senior stakeholders, including C level executives and key decision makers. Collaborating cross functionally with customer success, product, and marketing teams to ensure seamless client experience and maximize growth opportunities. Contributing to the development of the sales motion, sharing insights, and shaping processes in a fast paced, startup environment. Meeting and exceeding ambitious revenue targets, while consistently identifying ways to expand account value and drive impact. SIGNS OF BEING A GREAT MATCH FOR THIS ROLE INCLUDE Proven enterprise sales track record in complex, consultative environments, ideally in SaaS, data, or financial services, in a scaling environment where playbooks are being built. Demonstrated track record of meeting or exceeding revenue targets, winning strategic accounts, and driving pipeline growth. Strong analytical skills, with the ability to understand sophisticated platforms quickly and translate their value into strategic solutions for clients. Experience or strong interest in the financial sector, particularly asset management or private equity, with curiosity for sustainability and impact data. Exceptional relationship building and influencing skills, able to earn trust with senior stakeholders, including C level executives and decision makers. Goal oriented, self driven, and proactive, with a sense of urgency and determination to achieve ambitious targets. Self starter with a hands on mindset, comfortable building your own sales pipeline from scratch and contributing to shaping the sales motion. Excellent English communication skills, both spoken and written, with the ability to convey complex ideas clearly and persuasively. Comfort working in a fast paced, high growth environment, managing multiple priorities and complex sales cycles. WHAT WE OFFER Opportunity to influence your earnings with a performance based compensation model and a comprehensive healthcare package. A chance to join a quickly growing and highly ambitious impact SaaS company with mission that matters. A fast paced and dynamic work environment where decisions are made quickly, and progress happens rapidly. An opportunity to shape the future of sustainable finance by driving the adoption of a leading impact data solution, making a direct impact on Upright's growth and success, and applying your skills and experience in meaningful, innovative ways. A fun and kind team with exceptional people who care about what they do. Exciting professional growth opportunities. Location Negotiable, e.g. Helsinki, London, Zurich Deadline Candidates will be reviewed continuously and the role will be filled as soon as the right person is found. The specifics of the role will be tailored to match the experience and seniority of the individual. Psst curious about what we do? Explore Upright Platform to see how we're driving measurable impact and transforming decision making for a better future. Dive in and discover the change you could be part of!
Vice President, Implementation Senior Consultant At BNY, our culture allows us to run our company better and enables employees growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the worlds investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, d
Jan 08, 2026
Full time
Vice President, Implementation Senior Consultant At BNY, our culture allows us to run our company better and enables employees growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the worlds investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, d
Forvis Mazars' Energy, Infrastructure & Environment practice is trusted by the world's leading investors and developers in the sector to deliver a broad range of services. Within this practice, the Infrastructure Finance business unit provides modelling, model audit, valuations, training and advisory services to clients across EMEA and the Americas, from regional hubs in London, Paris, New York, Toronto, Johannesburg and Delhi. Job Purpose To support Partners and Directors in further developing the Advisory and Valuations service lines within Forvis Mazars through the delivery of a high-quality service across a range of clients within the energy & infrastructure sector - acquisitions, valuations, sales, fundraisings, bid advisory and debt raisings. We are now looking for the right person to help drive the business forward. The right person would: Be able to lead advisory and valuation assignments, both through proactive project management and by providing commercial and sector-based direction to a broader team of sector specialists (it is expected that an individual will split their time 50:50 between advisory and valuations assignments, however this may be flexed based on client requirements from time to time). Have excellent client relationship building skills, combining commitment to first-rate client service with the curiosity to understand the client's business and assets. Have first-rate powerpoint skills, report writing skills, combined with natural intellectual curiosity. Be comfortable interpreting, sense-checking and running Excel-based financial models with 3-way financial statements. Be committed to business development as well as project execution. Have significant experience in the energy and infrastructure sector already. The role could be at the Associate Director level or at the Manager level, depending mostly on the candidate's level of experience. At the AD level, we would expect more autonomous client relationships, more business development responsibilities and more leadership within the team. Professional Responsibilities Project Delivery Manage the delivery of advisory engagements. This will include: Preparing transaction documentation - business plans, information memorandum and financial models. Researching and approaching potential buyers / sellers for clients. Taking the day to day lead role in running assignments, typically with a portfolio of assignments at any one time. Project managing aspects of larger transactions and project managing, in full, smaller ones. Building strong working relationships with the client, ensuring any problems or requests are dealt with promptly. Providing clear tactical advice on larger and more complex transactions, under the supervision of more senior team members. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Ensuring that clients are billed according to the agreed billing plans under each engagement. Ensuring that projects are managed in accordance with Mazars' quality and risk procedures. Ensuring budget is set and managed, with appropriate financial management on the jobs. Manage the delivery of valuation engagements. This will include: Producing a project plan and managing other team members to ensure that this plan is delivered. Analysing information received, identifying key valuation issues, raising questions with clients and reflecting these in our valuation conclusions. Reviewing market evidence produced by valuation researchers; sense-checking and adding to this by building a network of contacts and getting informal market feedback on current market conditions. Analysing financial models, ensuring sensitivities are run correctly and reviewing valuation calculations. Report writing and/or reviewing drafts of reports written by team members. Financial management of projects, including financial forecasting, billing and debt collection, and reporting on their progress to the Director/Partner. Ensuring projects are managed in accordance with Mazars' quality and risk procedures. Over time, developing direct relationships with clients, gaining their trust. Leading, coaching and reviewing the work of more junior valuation professionals. People & Product Development Help to develop our client deliverables, processes and our team technically by ensuring that they are properly informed by relevant sector dynamics and a commercial understanding. Acting as a mentor to junior team members: help individuals to achieve their potential through coaching, training and development. Reviewing the work of others and provide informal feedback throughout the fieldwork stage. Help to ensure that our deliverables and other outputs are visually effective and clear. Build broader market relationships and knowledge that will help to ensure that our valuations are up to date and informed by the latest market insights; help to build the culture of the team so that junior team members also become used to doing this. Help to promote a general culture of learning and development across the team from one job to the next. Potential for line management responsibilities for staff in London, Delhi and Pune. Business Development & Broader Team Engagement Develop market intelligence and sector knowledge to prepare for new deal opportunities and pitches. Take lead on proposal documents for new opportunities and help to convert these. Build an external network, developing a strong rapport with both existing and target clients and key market constituents. Support the team in marketing activity as well as building own market profile. Build an internal network within Forvis Mazars (both in the UK and internationally), to maximise the value we bring to clients and opportunities for the firm as a whole. Work as part of an integrated deal advisory offering, working closely with colleagues across Transaction Services, Tax and other advisory teams. Promote Forvis Mazars energy and infrastructure sector knowledge both within the broader teams at Forvis Mazars and to other relevant parts of the firm. Key Requirements The right person is likely to have several years of experience doing deal advisory and valuation work in the energy and infrastructure sector (at least 6 years for the manager role, or 8 years for the associate director role). Strong track record in the energy & infrastructure sector, gained through M&A or financing transactions. Good understanding of the industry, key sector trends and the key players in the market. Demonstrable project management skills and ability to work toward demanding timetables. Strong, proven financial modelling capabilities, including proven knowledge of market standard valuation techniques in the energy and infrastructure sector. Track record of building enduring relationships with clients through repeat work. Ability to interpret and present results, identify issues through sound analysis and application of commercial acumen in all situations. Be a highly pro-active, confident team player with a proven ability to build constructive professional relationships at all levels. Ability to develop self and others, with proven track record of managing junior members of the team (for Manager level). Detailed understanding of engagement and risk processes used in an accountancy firm context, and experience of applying these. Accounting and/or broader finance knowledge, including qualifications such as the ACA or CFA, would be desirable but not essential. Fluency in English both written and verbal is mandatory and fluency in a second EU language is desirable. Self-motivated, ambitious and hard working. Driven by a passion to provide excellent client service and to build a growing business, with a strong team ethic. Excellent written and oral presentation skills. Excellent MS Office skills. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile . click apply for full job details
Jan 08, 2026
Full time
Forvis Mazars' Energy, Infrastructure & Environment practice is trusted by the world's leading investors and developers in the sector to deliver a broad range of services. Within this practice, the Infrastructure Finance business unit provides modelling, model audit, valuations, training and advisory services to clients across EMEA and the Americas, from regional hubs in London, Paris, New York, Toronto, Johannesburg and Delhi. Job Purpose To support Partners and Directors in further developing the Advisory and Valuations service lines within Forvis Mazars through the delivery of a high-quality service across a range of clients within the energy & infrastructure sector - acquisitions, valuations, sales, fundraisings, bid advisory and debt raisings. We are now looking for the right person to help drive the business forward. The right person would: Be able to lead advisory and valuation assignments, both through proactive project management and by providing commercial and sector-based direction to a broader team of sector specialists (it is expected that an individual will split their time 50:50 between advisory and valuations assignments, however this may be flexed based on client requirements from time to time). Have excellent client relationship building skills, combining commitment to first-rate client service with the curiosity to understand the client's business and assets. Have first-rate powerpoint skills, report writing skills, combined with natural intellectual curiosity. Be comfortable interpreting, sense-checking and running Excel-based financial models with 3-way financial statements. Be committed to business development as well as project execution. Have significant experience in the energy and infrastructure sector already. The role could be at the Associate Director level or at the Manager level, depending mostly on the candidate's level of experience. At the AD level, we would expect more autonomous client relationships, more business development responsibilities and more leadership within the team. Professional Responsibilities Project Delivery Manage the delivery of advisory engagements. This will include: Preparing transaction documentation - business plans, information memorandum and financial models. Researching and approaching potential buyers / sellers for clients. Taking the day to day lead role in running assignments, typically with a portfolio of assignments at any one time. Project managing aspects of larger transactions and project managing, in full, smaller ones. Building strong working relationships with the client, ensuring any problems or requests are dealt with promptly. Providing clear tactical advice on larger and more complex transactions, under the supervision of more senior team members. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Ensuring that clients are billed according to the agreed billing plans under each engagement. Ensuring that projects are managed in accordance with Mazars' quality and risk procedures. Ensuring budget is set and managed, with appropriate financial management on the jobs. Manage the delivery of valuation engagements. This will include: Producing a project plan and managing other team members to ensure that this plan is delivered. Analysing information received, identifying key valuation issues, raising questions with clients and reflecting these in our valuation conclusions. Reviewing market evidence produced by valuation researchers; sense-checking and adding to this by building a network of contacts and getting informal market feedback on current market conditions. Analysing financial models, ensuring sensitivities are run correctly and reviewing valuation calculations. Report writing and/or reviewing drafts of reports written by team members. Financial management of projects, including financial forecasting, billing and debt collection, and reporting on their progress to the Director/Partner. Ensuring projects are managed in accordance with Mazars' quality and risk procedures. Over time, developing direct relationships with clients, gaining their trust. Leading, coaching and reviewing the work of more junior valuation professionals. People & Product Development Help to develop our client deliverables, processes and our team technically by ensuring that they are properly informed by relevant sector dynamics and a commercial understanding. Acting as a mentor to junior team members: help individuals to achieve their potential through coaching, training and development. Reviewing the work of others and provide informal feedback throughout the fieldwork stage. Help to ensure that our deliverables and other outputs are visually effective and clear. Build broader market relationships and knowledge that will help to ensure that our valuations are up to date and informed by the latest market insights; help to build the culture of the team so that junior team members also become used to doing this. Help to promote a general culture of learning and development across the team from one job to the next. Potential for line management responsibilities for staff in London, Delhi and Pune. Business Development & Broader Team Engagement Develop market intelligence and sector knowledge to prepare for new deal opportunities and pitches. Take lead on proposal documents for new opportunities and help to convert these. Build an external network, developing a strong rapport with both existing and target clients and key market constituents. Support the team in marketing activity as well as building own market profile. Build an internal network within Forvis Mazars (both in the UK and internationally), to maximise the value we bring to clients and opportunities for the firm as a whole. Work as part of an integrated deal advisory offering, working closely with colleagues across Transaction Services, Tax and other advisory teams. Promote Forvis Mazars energy and infrastructure sector knowledge both within the broader teams at Forvis Mazars and to other relevant parts of the firm. Key Requirements The right person is likely to have several years of experience doing deal advisory and valuation work in the energy and infrastructure sector (at least 6 years for the manager role, or 8 years for the associate director role). Strong track record in the energy & infrastructure sector, gained through M&A or financing transactions. Good understanding of the industry, key sector trends and the key players in the market. Demonstrable project management skills and ability to work toward demanding timetables. Strong, proven financial modelling capabilities, including proven knowledge of market standard valuation techniques in the energy and infrastructure sector. Track record of building enduring relationships with clients through repeat work. Ability to interpret and present results, identify issues through sound analysis and application of commercial acumen in all situations. Be a highly pro-active, confident team player with a proven ability to build constructive professional relationships at all levels. Ability to develop self and others, with proven track record of managing junior members of the team (for Manager level). Detailed understanding of engagement and risk processes used in an accountancy firm context, and experience of applying these. Accounting and/or broader finance knowledge, including qualifications such as the ACA or CFA, would be desirable but not essential. Fluency in English both written and verbal is mandatory and fluency in a second EU language is desirable. Self-motivated, ambitious and hard working. Driven by a passion to provide excellent client service and to build a growing business, with a strong team ethic. Excellent written and oral presentation skills. Excellent MS Office skills. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile . click apply for full job details
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. We are now looking for a senior individual to join the global Financial Services VAT team, with the role being based in London. Forvis Mazars' Financial Services VAT practice is trusted by clients ranging from some of the world's leading banks, insurers and asset managers to smaller niche players in the sector, to deliver a broad range of services. Within this practice, the Financial Services VAT team provides advisory, compliance and assurance and training services to clients across the world with business activities in the UK. Job Purpose To lead the development of the UK sector offering within Forvis Mazars Financial Services VAT team by developing relationships and building sector knowledge, working closely with the other UK partners and directors focussed on this sector as well as the wider international sector leadership team. We are now looking for the right person to help drive the business forward. The right person would: Demonstrate significant experience in the financial services, insurance and/or asset management sector and a strong existing network of sector clients and relationships. Have excellent client relationship building skills, combining commitment to first-rate client service with the curiosity to understand the client's business strategy and assets. Bring execution capacity, technical excellence, BD focus and strategy, helping to implement the existing business and to drive new business. Act as a key point of contact for other Forvis Mazars firms with Financial Services VAT opportunities and other UK service lines. Play a full role in our Financial Services VAT marketing strategy and be seen as a sector expert both within Forvis Mazars and externally. The role is a senior one which would involve high levels of collaboration with multiple other senior individuals across Forvis Mazars (both within the UK and internationally) and the right person would be able to use it as a platform to either push for partnership or develop a leadership role as a partner. Professional Responsibilities: Deliver high quality technical advice, working with a diverse range of financial sector and insurance clients. Business development and broader team management to deliver assignments. Shape and deliver the national sector strategy for Forvis Mazars Financial Services VAT offering. Develop market intelligence and sector knowledge to prepare for new client opportunities and pitches. Take the lead on proposal documents for new opportunities and help to convert these. Build an external network, developing a strong rapport with both existing and target clients and key market constituents. Lead the team in marketing activity as well as building own market profile. Build an internal network within Forvis Mazars (both in the UK and internationally), to maximise the value we bring to clients and opportunities for the firm as a whole. Work as part of an integrated financial services offering, working closely with colleagues across Tax, audit and other advisory teams. Promote Forvis Mazars Financial Services VAT sector knowledge both within the broader teams at Forvis Mazars and to other relevant parts of the firm. Manage delivery of client engagements by directing the team to achieve client objectives across various service offerings Taking the day to day lead role in running assignments, typically with a portfolio of assignments at any one time. People Development Help to develop our team technically by ensuring that they are properly informed on relevant sector dynamics and a commercial understanding; Acting as a mentor to junior team members: help individuals to achieve their potential through coaching, training and development. Reviewing the work of others and provide real time informal feedback. Help to ensure that our deliverables and other outputs are visually effective and clear; Build broader market relationships and knowledge that will help to ensure that our advice is up to date and informed by the latest technical developments and market insights; help to build the culture of the team so that junior team members also become used to doing this; Help to promote a general culture of learning and development across the team from one job to the next; Potential for line management responsibilities for staff in London. Key Requirements for the Role: The right person is likely to have a number of years of substantial experience of VAT advisory work in the Financial Services sector. Proven track record of building business and leading teams. Good understanding of the industry, key sector trends and the key players in the market. Excellent written and oral presentation skills. Demonstrable project management skills and ability to work toward demanding timetables. Track record of building enduring relationships with clients through repeat work. Ability to interpret and present issues, identify risks and opportunities through sound analysis and application of technical knowledge and commercial acumen. Be a highly pro-active, confident leader with a proven ability to build constructive professional relationships at all levels Detailed understanding of engagement and risk processes used in an accountancy firm context, and experience of applying these. Tax qualifications such as the CTA would be desirable but not essential. Fluency in English both written and verbal is mandatory and fluency in a second EU language is desirable Self-motivated, ambitious and hard working. Driven by a passion to provide excellent client service and to build a growing business, with a strong team ethic. Diversity, Equity, and Inclusion At Forvis Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. Forvis Mazars selects candidates based on skills, knowledge, qualifications, and experience.
Jan 08, 2026
Full time
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. We are now looking for a senior individual to join the global Financial Services VAT team, with the role being based in London. Forvis Mazars' Financial Services VAT practice is trusted by clients ranging from some of the world's leading banks, insurers and asset managers to smaller niche players in the sector, to deliver a broad range of services. Within this practice, the Financial Services VAT team provides advisory, compliance and assurance and training services to clients across the world with business activities in the UK. Job Purpose To lead the development of the UK sector offering within Forvis Mazars Financial Services VAT team by developing relationships and building sector knowledge, working closely with the other UK partners and directors focussed on this sector as well as the wider international sector leadership team. We are now looking for the right person to help drive the business forward. The right person would: Demonstrate significant experience in the financial services, insurance and/or asset management sector and a strong existing network of sector clients and relationships. Have excellent client relationship building skills, combining commitment to first-rate client service with the curiosity to understand the client's business strategy and assets. Bring execution capacity, technical excellence, BD focus and strategy, helping to implement the existing business and to drive new business. Act as a key point of contact for other Forvis Mazars firms with Financial Services VAT opportunities and other UK service lines. Play a full role in our Financial Services VAT marketing strategy and be seen as a sector expert both within Forvis Mazars and externally. The role is a senior one which would involve high levels of collaboration with multiple other senior individuals across Forvis Mazars (both within the UK and internationally) and the right person would be able to use it as a platform to either push for partnership or develop a leadership role as a partner. Professional Responsibilities: Deliver high quality technical advice, working with a diverse range of financial sector and insurance clients. Business development and broader team management to deliver assignments. Shape and deliver the national sector strategy for Forvis Mazars Financial Services VAT offering. Develop market intelligence and sector knowledge to prepare for new client opportunities and pitches. Take the lead on proposal documents for new opportunities and help to convert these. Build an external network, developing a strong rapport with both existing and target clients and key market constituents. Lead the team in marketing activity as well as building own market profile. Build an internal network within Forvis Mazars (both in the UK and internationally), to maximise the value we bring to clients and opportunities for the firm as a whole. Work as part of an integrated financial services offering, working closely with colleagues across Tax, audit and other advisory teams. Promote Forvis Mazars Financial Services VAT sector knowledge both within the broader teams at Forvis Mazars and to other relevant parts of the firm. Manage delivery of client engagements by directing the team to achieve client objectives across various service offerings Taking the day to day lead role in running assignments, typically with a portfolio of assignments at any one time. People Development Help to develop our team technically by ensuring that they are properly informed on relevant sector dynamics and a commercial understanding; Acting as a mentor to junior team members: help individuals to achieve their potential through coaching, training and development. Reviewing the work of others and provide real time informal feedback. Help to ensure that our deliverables and other outputs are visually effective and clear; Build broader market relationships and knowledge that will help to ensure that our advice is up to date and informed by the latest technical developments and market insights; help to build the culture of the team so that junior team members also become used to doing this; Help to promote a general culture of learning and development across the team from one job to the next; Potential for line management responsibilities for staff in London. Key Requirements for the Role: The right person is likely to have a number of years of substantial experience of VAT advisory work in the Financial Services sector. Proven track record of building business and leading teams. Good understanding of the industry, key sector trends and the key players in the market. Excellent written and oral presentation skills. Demonstrable project management skills and ability to work toward demanding timetables. Track record of building enduring relationships with clients through repeat work. Ability to interpret and present issues, identify risks and opportunities through sound analysis and application of technical knowledge and commercial acumen. Be a highly pro-active, confident leader with a proven ability to build constructive professional relationships at all levels Detailed understanding of engagement and risk processes used in an accountancy firm context, and experience of applying these. Tax qualifications such as the CTA would be desirable but not essential. Fluency in English both written and verbal is mandatory and fluency in a second EU language is desirable Self-motivated, ambitious and hard working. Driven by a passion to provide excellent client service and to build a growing business, with a strong team ethic. Diversity, Equity, and Inclusion At Forvis Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. Forvis Mazars selects candidates based on skills, knowledge, qualifications, and experience.
Aveni is an award-winning technology company. We use advanced AI to enable scalable efficiency for financial services companies, combining world leading Natural Language Processing (NLP) and Large Language Model (LLM) expertise with deep financial services domain experience to drive enterprise wide productivity. We're using the latest in AI to automate and innovate, empowering financial service businesses to achieve exceptional productivity and compliance outcomes. Role Overview As a Forward Solutions Engineer / Principal Solutions Consultant at Aveni, you will be a key technical leader in pre sales, solution design, and customer engagement. You will work closely with sales, product, engineering, and customer success teams to define, architect, demonstrate, and deliver AI powered solutions tailored to banks, wealth managers, insurance firms, and other financial services clients. Your mission is to translate complex business and regulatory needs into scalable, robust, compliant solutions that underscore Aveni's value proposition. You will often be "forward deployed", meaning you'll engage closely with strategic clients, acting as subject matter expert, leading technical discovery, driving proof of concepts (POCs), and ensuring successful handover to implementation and ongoing support. About You You are a seasoned Consultant who combines deep technical capability with business insight, someone who is equally at ease in boardroom discussions as you are in exploring architecture diagrams. You thrive when solving complex, regulated industry problems, especially in financial services or adjacent sectors. You likely come from a Big 4 consultancy, technology advisory practice or a similarly demanding environment. From this background you bring: Rigorous client facing experience: doing discovery, scoping, workshops, POCs, RFPs, not just writing proposals, but engaging deeply with clients at multiple levels (operations, risk, compliance, executives). Structured, analytical problem solving: you break down fuzzy business problems, diagnose root causes, map them to technical and regulatory constraints, and propose robust, scalable solutions. High standards of delivery: you are accustomed to detailed documentation, demanding stakeholders, continuous quality checks, and the discipline of consultancy timelines and billing. Strong commercial awareness: you understand value propositions, return on investment, trade offs (cost vs speed vs write down risk), and you factor in risk, compliance, data governance when designing solutions. Key Responsibilities Lead technical discovery and scoping phases with prospective clients: understand their business, compliance, risk, operational, regulatory and data environment. Design solution architectures leveraging Aveni's products (Detect, Assist, Agents, FinLLM) plus integrations with client systems (e.g., CRM, communication tools, data pipelines). Develop, deliver, and customise demos, POCs, workshops to illustrate value, ROI, regulatory compliance, risk mitigation, etc. Collaborate with sales teams to respond to RFIs / RFPs, proposals, pricing, technical documentation. Be a trusted advisor to clients: articulate how Aveni's AI/LLMs meet their needs; help them navigate trade offs (accuracy, risk, explainability, privacy). Provide feedback to Product and Engineering on feature requests, prioritisation, bug fixes, user experience, based on what you see in the field. Help define best practices, patterns, reusable assets (e.g., architecture templates, demo scripts, integrations) to speed up future engagements. Mentor / guide more junior solutions / presales engineers or consultants. Stay up to date with regulatory developments (e.g., Consumer Duty, risk oversight, compliance in financial services), Agentic / AI / NLP / LLM technologies, competitive landscape. Occasionally participate in post sales support / implementation oversight to ensure smooth handover, maintain continued alignment and client satisfaction. Requirements Must havens Substantial experience in pre sales / solutions consulting / technical consulting roles, especially in the Financial Services or Wealth Management space. Strong technical background: experience with machine learning, LLMs and AI systems; understanding of data pipelines, integrations, APIs, security and compliance sensitive environments. Ability to design solutions vs just selling features: architectural thinking, trade off evaluation, understanding of scalability, performance, data governance. Excellent communication and presentation skills: able to adapt technical stories for non technical executives (e.g., risk / compliance / operations leaders) as well as technical audiences. Experience leading or contributing in POCs, custom demos and pilot deployments. Deep understanding of regulatory and risk & compliance in financial services. Good project management and stakeholder management skills: managing cross functional teams, setting expectations, handling ambiguity. Nice to havens Prior experience in using or building AI Agents, generative models and NLP pipelines. Familiarity with tools or frameworks for LLM deployment, prompt engineering, vector databases, embeddings, etc. Experience with integrations (CRM, communications platforms, call recordings, speech to text, etc.). Familiarity with cloud architectures, data warehouses / lakes, data security/compliance frameworks (e.g., ISO, GDPR, regulations specific to FS). Experience mentoring juniors, creating reusable technical assets / IP. What Success Looks Like Delivery of well scoped POCs and demos that lead to closed deals. Technical proposals and architectures that satisfy both product capability and regulatory/risk constraints of clients. Positive feedback from clients on the clarity, reliability, and impact of your solutions and engagement. Good alignment and collaboration with Product, Engineering and Sales: features and customer insights feeding into roadmap, and technical delivery matching expectations. Reusability and scale: you help build patterns or frameworks that reduce effort and risk in future similar engagements. Maintaining up to date knowledge of regulatory environment and AI advances so that Aveni remains credible and ahead in the market. What We Offer A collaborative and innovative work environment with awesome career growth opportunities. 34 days holiday plus your birthday off (inclusive of bank holidays). Share options - we believe in shared success. Skills development - continuous learning is at our core, expect the development to be front and centre of everything you do. Remote and flexible working - remote, co working spaces, or a mix of both. Life insurance, income protection and private health care. Freebies and discounts at a range of retailers. Emotional wellbeing (Employee assistance programme provides access to 24/7 employee counselling and emotional support). Cycle to work scheme. Pension scheme (employer contribution matched up to 5%). Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We're committed to building a team that reflects the diverse communities we serve and creating an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about leveraging technology to drive positive change and want to be part of a team that's shaping the future of financial services, we'd love to hear from you. We know that some people are likely to only apply where they meet 100% of requirements, but we'd like to hear from you anyway. Apply now to join us on our mission to transform the financial services industry through AI!
Jan 08, 2026
Full time
Aveni is an award-winning technology company. We use advanced AI to enable scalable efficiency for financial services companies, combining world leading Natural Language Processing (NLP) and Large Language Model (LLM) expertise with deep financial services domain experience to drive enterprise wide productivity. We're using the latest in AI to automate and innovate, empowering financial service businesses to achieve exceptional productivity and compliance outcomes. Role Overview As a Forward Solutions Engineer / Principal Solutions Consultant at Aveni, you will be a key technical leader in pre sales, solution design, and customer engagement. You will work closely with sales, product, engineering, and customer success teams to define, architect, demonstrate, and deliver AI powered solutions tailored to banks, wealth managers, insurance firms, and other financial services clients. Your mission is to translate complex business and regulatory needs into scalable, robust, compliant solutions that underscore Aveni's value proposition. You will often be "forward deployed", meaning you'll engage closely with strategic clients, acting as subject matter expert, leading technical discovery, driving proof of concepts (POCs), and ensuring successful handover to implementation and ongoing support. About You You are a seasoned Consultant who combines deep technical capability with business insight, someone who is equally at ease in boardroom discussions as you are in exploring architecture diagrams. You thrive when solving complex, regulated industry problems, especially in financial services or adjacent sectors. You likely come from a Big 4 consultancy, technology advisory practice or a similarly demanding environment. From this background you bring: Rigorous client facing experience: doing discovery, scoping, workshops, POCs, RFPs, not just writing proposals, but engaging deeply with clients at multiple levels (operations, risk, compliance, executives). Structured, analytical problem solving: you break down fuzzy business problems, diagnose root causes, map them to technical and regulatory constraints, and propose robust, scalable solutions. High standards of delivery: you are accustomed to detailed documentation, demanding stakeholders, continuous quality checks, and the discipline of consultancy timelines and billing. Strong commercial awareness: you understand value propositions, return on investment, trade offs (cost vs speed vs write down risk), and you factor in risk, compliance, data governance when designing solutions. Key Responsibilities Lead technical discovery and scoping phases with prospective clients: understand their business, compliance, risk, operational, regulatory and data environment. Design solution architectures leveraging Aveni's products (Detect, Assist, Agents, FinLLM) plus integrations with client systems (e.g., CRM, communication tools, data pipelines). Develop, deliver, and customise demos, POCs, workshops to illustrate value, ROI, regulatory compliance, risk mitigation, etc. Collaborate with sales teams to respond to RFIs / RFPs, proposals, pricing, technical documentation. Be a trusted advisor to clients: articulate how Aveni's AI/LLMs meet their needs; help them navigate trade offs (accuracy, risk, explainability, privacy). Provide feedback to Product and Engineering on feature requests, prioritisation, bug fixes, user experience, based on what you see in the field. Help define best practices, patterns, reusable assets (e.g., architecture templates, demo scripts, integrations) to speed up future engagements. Mentor / guide more junior solutions / presales engineers or consultants. Stay up to date with regulatory developments (e.g., Consumer Duty, risk oversight, compliance in financial services), Agentic / AI / NLP / LLM technologies, competitive landscape. Occasionally participate in post sales support / implementation oversight to ensure smooth handover, maintain continued alignment and client satisfaction. Requirements Must havens Substantial experience in pre sales / solutions consulting / technical consulting roles, especially in the Financial Services or Wealth Management space. Strong technical background: experience with machine learning, LLMs and AI systems; understanding of data pipelines, integrations, APIs, security and compliance sensitive environments. Ability to design solutions vs just selling features: architectural thinking, trade off evaluation, understanding of scalability, performance, data governance. Excellent communication and presentation skills: able to adapt technical stories for non technical executives (e.g., risk / compliance / operations leaders) as well as technical audiences. Experience leading or contributing in POCs, custom demos and pilot deployments. Deep understanding of regulatory and risk & compliance in financial services. Good project management and stakeholder management skills: managing cross functional teams, setting expectations, handling ambiguity. Nice to havens Prior experience in using or building AI Agents, generative models and NLP pipelines. Familiarity with tools or frameworks for LLM deployment, prompt engineering, vector databases, embeddings, etc. Experience with integrations (CRM, communications platforms, call recordings, speech to text, etc.). Familiarity with cloud architectures, data warehouses / lakes, data security/compliance frameworks (e.g., ISO, GDPR, regulations specific to FS). Experience mentoring juniors, creating reusable technical assets / IP. What Success Looks Like Delivery of well scoped POCs and demos that lead to closed deals. Technical proposals and architectures that satisfy both product capability and regulatory/risk constraints of clients. Positive feedback from clients on the clarity, reliability, and impact of your solutions and engagement. Good alignment and collaboration with Product, Engineering and Sales: features and customer insights feeding into roadmap, and technical delivery matching expectations. Reusability and scale: you help build patterns or frameworks that reduce effort and risk in future similar engagements. Maintaining up to date knowledge of regulatory environment and AI advances so that Aveni remains credible and ahead in the market. What We Offer A collaborative and innovative work environment with awesome career growth opportunities. 34 days holiday plus your birthday off (inclusive of bank holidays). Share options - we believe in shared success. Skills development - continuous learning is at our core, expect the development to be front and centre of everything you do. Remote and flexible working - remote, co working spaces, or a mix of both. Life insurance, income protection and private health care. Freebies and discounts at a range of retailers. Emotional wellbeing (Employee assistance programme provides access to 24/7 employee counselling and emotional support). Cycle to work scheme. Pension scheme (employer contribution matched up to 5%). Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We're committed to building a team that reflects the diverse communities we serve and creating an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about leveraging technology to drive positive change and want to be part of a team that's shaping the future of financial services, we'd love to hear from you. We know that some people are likely to only apply where they meet 100% of requirements, but we'd like to hear from you anyway. Apply now to join us on our mission to transform the financial services industry through AI!
Berrys At Berrys, we're all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary team of planners, surveyors, heritage and archaeology consultants, engineers and architects bas click apply for full job details
Jan 08, 2026
Full time
Berrys At Berrys, we're all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary team of planners, surveyors, heritage and archaeology consultants, engineers and architects bas click apply for full job details
About Marex Marex Group plc is a diversified global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets. It listed on Nasdaq Global Select Market in April 2024. With more than 35 offices in Europe, US and APAC, it has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology led service provides access to all major exchanges, order flow management via screen, voice and DMA, plus award winning data, insights and analytics. For more information visit Role Summary Marex Solutions is a division of Marex providing investment banking solutions with a fintech mindset. We aim to become the world's leading manufacturer of cross asset, customised derivatives. Supporting the Solutions COO team to manage the solutions business, you will play a key role in building the operational infrastructure to support the rapid growth of this business, as well as helping to define and deliver the strategy for the Solutions business. As a liaison between the Solutions Business and Control and Support functions of the wider group, you will be a key contact and the go to person for both divisions. Working alongside COO and Sales/Trading functions in delivering projects related to the initial creation, processing, and automation of the solutions product offering, enabling the business to keep growing sustainably and integrating expansion opportunities when they arise. This is an excellent opportunity for someone interested in Structured Products and Business Management. As a central player in the business, you will be responsible for the following: Delivering new Sales Business initiatives inclusive of building out new products or business lines. Managing daily adhoc requests from Sales to assist with day to day and wider business process enhancements Supporting and driving change for the Marex Solutions Sales team by reviewing existing process and identifying enhancements via automation and use of technology Facing off to multiple FO and Support and Control stakeholders to drive business initiatives within a controlled sustainable framework We are looking for an entrepreneurial individual with strong front to back understanding of structured products and OTC derivatives. Used to optimising and driving automation. you'll be required to think outside of the box and always try to have a solution for any problem you encounter Responsibilities The role will support the Solutions COO team with the following: The delivery of both strategic and tactical projects that are critical for the Solutions business including: Being responsible for establishing project plans, identifying scope, ensuring successful execution of project plan and rolling out new projects end to end Generating ideas on how to improve the management of new business initiatives Effective communication with key stakeholders Creating, reviewing and improving existing MI and KPIs to effectively monitor and steer the business Assisting with management of Solutions costs and creating transparency around costs and budgets and driving efficiencies, cost reductions and proactively trying to rationalise costs where possible Ensuring effectiveness and efficiency of operational processes and procedures and identifying ways to improve them across onboarding, credit, change management and governance. Co operate closely with support teams and the business to complete tasks and projects on schedule and clearly communicate progress Promote innovation and work on idea generation Supporting the assessment of existing platforms and delivering the IT strategy for the Marex Solutions team. Support regulatory Sales initiatives/projects with subject matter experts, together with Legal and Compliance Ensuring Sales business is conducted in accordance with local and general regulatory rules Ensure that Sales Conflict Management and trainings are up to date Draft Sales MI for technical review and analysis to further manage business performance Ensure clear communication to manager and respective team Skills and Experience Problem solving skills Very Strong Excel, VBA, or Python skills as well as MS Office skills A meticulous eye for detail The ability to work effectively under pressure in a busy environment. 3+ years' experience across Structured Notes and/or over the counter/exchange traded derivatives Any recognisable investment/Finance accreditation would be preferable Project management Relationship Management experience Competencies Excellent verbal and written communication skills A collaborative team player, approachable, self efficient and influences a positive work environment Demonstrates curiosity Resilient in a challenging, fast paced environment Excels at building relationships, networking Ability to work independently to drive projects Conduct Rules You must: Act with integrity Act with due skill, care and diligence Be open and cooperative with the FCA, the PRA and other regulators Pay due regard to the interests of customers and treat them fairly Observe proper standard of market conduct Act to deliver good outcomes for retail customers Company Values Acting as a role model for the values of the Company: Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly. Integrity - Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do - our clients expect this and we demand it of ourselves. Collaborative - We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do. Developing our People - Our people are the basis of our competitive advantage. We look to "grow our own" and make Marex the place ambitious, hardworking, talented people choose to build their careers. Adaptable and Nimble - Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction. Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company. profiles outside of this range will also be considered
Jan 08, 2026
Full time
About Marex Marex Group plc is a diversified global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets. It listed on Nasdaq Global Select Market in April 2024. With more than 35 offices in Europe, US and APAC, it has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology led service provides access to all major exchanges, order flow management via screen, voice and DMA, plus award winning data, insights and analytics. For more information visit Role Summary Marex Solutions is a division of Marex providing investment banking solutions with a fintech mindset. We aim to become the world's leading manufacturer of cross asset, customised derivatives. Supporting the Solutions COO team to manage the solutions business, you will play a key role in building the operational infrastructure to support the rapid growth of this business, as well as helping to define and deliver the strategy for the Solutions business. As a liaison between the Solutions Business and Control and Support functions of the wider group, you will be a key contact and the go to person for both divisions. Working alongside COO and Sales/Trading functions in delivering projects related to the initial creation, processing, and automation of the solutions product offering, enabling the business to keep growing sustainably and integrating expansion opportunities when they arise. This is an excellent opportunity for someone interested in Structured Products and Business Management. As a central player in the business, you will be responsible for the following: Delivering new Sales Business initiatives inclusive of building out new products or business lines. Managing daily adhoc requests from Sales to assist with day to day and wider business process enhancements Supporting and driving change for the Marex Solutions Sales team by reviewing existing process and identifying enhancements via automation and use of technology Facing off to multiple FO and Support and Control stakeholders to drive business initiatives within a controlled sustainable framework We are looking for an entrepreneurial individual with strong front to back understanding of structured products and OTC derivatives. Used to optimising and driving automation. you'll be required to think outside of the box and always try to have a solution for any problem you encounter Responsibilities The role will support the Solutions COO team with the following: The delivery of both strategic and tactical projects that are critical for the Solutions business including: Being responsible for establishing project plans, identifying scope, ensuring successful execution of project plan and rolling out new projects end to end Generating ideas on how to improve the management of new business initiatives Effective communication with key stakeholders Creating, reviewing and improving existing MI and KPIs to effectively monitor and steer the business Assisting with management of Solutions costs and creating transparency around costs and budgets and driving efficiencies, cost reductions and proactively trying to rationalise costs where possible Ensuring effectiveness and efficiency of operational processes and procedures and identifying ways to improve them across onboarding, credit, change management and governance. Co operate closely with support teams and the business to complete tasks and projects on schedule and clearly communicate progress Promote innovation and work on idea generation Supporting the assessment of existing platforms and delivering the IT strategy for the Marex Solutions team. Support regulatory Sales initiatives/projects with subject matter experts, together with Legal and Compliance Ensuring Sales business is conducted in accordance with local and general regulatory rules Ensure that Sales Conflict Management and trainings are up to date Draft Sales MI for technical review and analysis to further manage business performance Ensure clear communication to manager and respective team Skills and Experience Problem solving skills Very Strong Excel, VBA, or Python skills as well as MS Office skills A meticulous eye for detail The ability to work effectively under pressure in a busy environment. 3+ years' experience across Structured Notes and/or over the counter/exchange traded derivatives Any recognisable investment/Finance accreditation would be preferable Project management Relationship Management experience Competencies Excellent verbal and written communication skills A collaborative team player, approachable, self efficient and influences a positive work environment Demonstrates curiosity Resilient in a challenging, fast paced environment Excels at building relationships, networking Ability to work independently to drive projects Conduct Rules You must: Act with integrity Act with due skill, care and diligence Be open and cooperative with the FCA, the PRA and other regulators Pay due regard to the interests of customers and treat them fairly Observe proper standard of market conduct Act to deliver good outcomes for retail customers Company Values Acting as a role model for the values of the Company: Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly. Integrity - Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do - our clients expect this and we demand it of ourselves. Collaborative - We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do. Developing our People - Our people are the basis of our competitive advantage. We look to "grow our own" and make Marex the place ambitious, hardworking, talented people choose to build their careers. Adaptable and Nimble - Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction. Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company. profiles outside of this range will also be considered
Depository Trust & Clearing Corporation
City, London
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits Pension Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: As a member of the DTCC Consulting Services team, the Associate be responsible for unparalleled client service delivery, and will assist in the creation of thought leadership artefacts through data analysis of industry trends and developments. Your Primary Responsibilities: Work on high-impact consulting projects for financial services clients, ensuring timely and successful delivery. Assist in the assessment of client operating models and the identification of gaps, and recommendations for improvement. Aid in the creation of frameworks and methodologies for compliance and operational effectiveness as they relate to regulatory reporting and securities services rules and developments. Communicate clearly with stakeholders and executive management. Support go to market and business development efforts including the preparation of proposals for prospective clients. Assist in the development of engagement tools, enablers, and other knowledge assets to build capability for the service. Mitigates risk by following established procedures, spotting key errors, and demonstrating strong ethical behavior. Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: Minimum of 4 years of related experience Bachelor's degree preferred or equivalent experience Talents Needed for Success: Minimum of 4 years of related experience which can be a combination of financial services and consulting but must include at least 2 years of consulting experience. Knowledge of regulatory reporting (refits/rewrites/MiFID lll, etc.) or securities services (post trade efficiency, data flows, trade lifecycle etc.) Knowledge of regulatory frameworks and compliance requirements in the financial sector. Strong analytical and problem solving skills, with the ability to interpret complex data and provide actionable insights. Excellent communication and presentation skills, with the ability to influence and persuade stakeholders at all levels. We offer top class training and development for you to be an asset in our organization! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Jan 08, 2026
Full time
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits Pension Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: As a member of the DTCC Consulting Services team, the Associate be responsible for unparalleled client service delivery, and will assist in the creation of thought leadership artefacts through data analysis of industry trends and developments. Your Primary Responsibilities: Work on high-impact consulting projects for financial services clients, ensuring timely and successful delivery. Assist in the assessment of client operating models and the identification of gaps, and recommendations for improvement. Aid in the creation of frameworks and methodologies for compliance and operational effectiveness as they relate to regulatory reporting and securities services rules and developments. Communicate clearly with stakeholders and executive management. Support go to market and business development efforts including the preparation of proposals for prospective clients. Assist in the development of engagement tools, enablers, and other knowledge assets to build capability for the service. Mitigates risk by following established procedures, spotting key errors, and demonstrating strong ethical behavior. Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: Minimum of 4 years of related experience Bachelor's degree preferred or equivalent experience Talents Needed for Success: Minimum of 4 years of related experience which can be a combination of financial services and consulting but must include at least 2 years of consulting experience. Knowledge of regulatory reporting (refits/rewrites/MiFID lll, etc.) or securities services (post trade efficiency, data flows, trade lifecycle etc.) Knowledge of regulatory frameworks and compliance requirements in the financial sector. Strong analytical and problem solving skills, with the ability to interpret complex data and provide actionable insights. Excellent communication and presentation skills, with the ability to influence and persuade stakeholders at all levels. We offer top class training and development for you to be an asset in our organization! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
With Intelligence Ltd are actively recruiting for an innovative and strategic leader to fill the role of Head of Investor Data Strategy. This pivotal position will be responsible for developing and executing a comprehensive data strategy that enhances our offerings within the asset management sector. The Head of Investor Data Strategy is responsible for owning, developing, and driving the strategic vision of the Investor dataset. This role combines data ownership, market insight, and data strategy to ensure the dataset evolves in line with client needs, market trends, and the company's broader product objectives. You will act as the primary point of accountability for the Investor dataset, shaping its roadmap, overseeing data quality and structure, coordinating cross-functional stakeholders, and positioning the dataset as a market-leading product. This role is ideal for a data-driven leader with a strong understanding of investor ecosystems and a passion for turning data into commercial and strategic advantage. Our organisation is a premier source of investment intelligence and data, bridging fund-raising and business development for the alternative investments sector including hedge funds, private equity, private credit, infrastructure and real estate. We are comprised of a talented global team including analysts, reporters and industry experts, all dedicated to facilitating better capital allocation. Key Responsibilities: Data Ownership Lead the strategic development of the Investor dataset, ensuring alignment with overall product strategy, customer needs, and market trends. Develop and execute the dataset roadmap, defining key initiatives and priorities in partnership with Product Strategy. Create and maintain client-facing documentation and training materials to support dataset understanding and adoption. Serve as the primary business contact and subject matter expert for all Investor dataset-related matters. Continuous Data Set Development Lead research and development activities to continuously evolve the dataset's content and capabilities. Analyse market trends, competitor data offerings, and customer usage insights to identify improvement opportunities. Partner with Data Operations, Editorial, and Technology teams to enhance data quality, tooling, and workflows. Aligning Data Functions to Business Needs Consolidate and prioritize business requirements into a unified dataset roadmap that maximizes impact and alignment. Facilitate regular review sessions and working groups across Data Ops, Editorial, Data Management and Product to coordinate dataset initiatives. Collaborate closely with Product Strategy, Sales, Insights, Marketing, and Events to align data developments with business goals. Market Expertise and Representation Act as an internal and external ambassador for the Investor dataset, promoting its quality, innovation, and market value. Collaborate with the Insights team on reports, thought leadership, and initiatives that enhance dataset visibility and brand equity. Support strategic activities such as acquisition assessments and integration planning for data-related opportunities. Proven experience in data and analysis within financial services, particularly in alternative investments or the asset management industry In-depth understand and experience of Limited Partner/Investor markets would be preferable Strong understanding of data governance, analytics, and management processes. Excellent leadership and project management skills with a track record of driving successful data initiatives. Exceptional ability to analyse data, derive insights, and communicate findings to stakeholders. Proactive, curious and innovative mindset, always seeking to enhance data relevance and impact. Strong decision-making capabilities to progress data strategy development and execution Strong relationship-building skills and the ability to work cross-functionally. Strategic thinker with a results-oriented mindset. Experience with data management tools and analytics platforms. Experience in project delivery with a track record of delivering initiatives. 24 days annual leave rising to 29 days Enhanced parental leave Medicash (Health Cash Plans) Wellness Days Flexible Fridays (Opportunity to finish early) Birthday day off Employee assistance program Travel loan scheme Charity days Breakfast provided Fully stocked drinks fridge Social Events throughout the year Hybrid Working Our Company: With Intelligence is based at One London Wall, London EC2Y 5EA. We offer a range of benefits and actively encourage social networks that you are free to join. As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you. We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.
Jan 08, 2026
Full time
With Intelligence Ltd are actively recruiting for an innovative and strategic leader to fill the role of Head of Investor Data Strategy. This pivotal position will be responsible for developing and executing a comprehensive data strategy that enhances our offerings within the asset management sector. The Head of Investor Data Strategy is responsible for owning, developing, and driving the strategic vision of the Investor dataset. This role combines data ownership, market insight, and data strategy to ensure the dataset evolves in line with client needs, market trends, and the company's broader product objectives. You will act as the primary point of accountability for the Investor dataset, shaping its roadmap, overseeing data quality and structure, coordinating cross-functional stakeholders, and positioning the dataset as a market-leading product. This role is ideal for a data-driven leader with a strong understanding of investor ecosystems and a passion for turning data into commercial and strategic advantage. Our organisation is a premier source of investment intelligence and data, bridging fund-raising and business development for the alternative investments sector including hedge funds, private equity, private credit, infrastructure and real estate. We are comprised of a talented global team including analysts, reporters and industry experts, all dedicated to facilitating better capital allocation. Key Responsibilities: Data Ownership Lead the strategic development of the Investor dataset, ensuring alignment with overall product strategy, customer needs, and market trends. Develop and execute the dataset roadmap, defining key initiatives and priorities in partnership with Product Strategy. Create and maintain client-facing documentation and training materials to support dataset understanding and adoption. Serve as the primary business contact and subject matter expert for all Investor dataset-related matters. Continuous Data Set Development Lead research and development activities to continuously evolve the dataset's content and capabilities. Analyse market trends, competitor data offerings, and customer usage insights to identify improvement opportunities. Partner with Data Operations, Editorial, and Technology teams to enhance data quality, tooling, and workflows. Aligning Data Functions to Business Needs Consolidate and prioritize business requirements into a unified dataset roadmap that maximizes impact and alignment. Facilitate regular review sessions and working groups across Data Ops, Editorial, Data Management and Product to coordinate dataset initiatives. Collaborate closely with Product Strategy, Sales, Insights, Marketing, and Events to align data developments with business goals. Market Expertise and Representation Act as an internal and external ambassador for the Investor dataset, promoting its quality, innovation, and market value. Collaborate with the Insights team on reports, thought leadership, and initiatives that enhance dataset visibility and brand equity. Support strategic activities such as acquisition assessments and integration planning for data-related opportunities. Proven experience in data and analysis within financial services, particularly in alternative investments or the asset management industry In-depth understand and experience of Limited Partner/Investor markets would be preferable Strong understanding of data governance, analytics, and management processes. Excellent leadership and project management skills with a track record of driving successful data initiatives. Exceptional ability to analyse data, derive insights, and communicate findings to stakeholders. Proactive, curious and innovative mindset, always seeking to enhance data relevance and impact. Strong decision-making capabilities to progress data strategy development and execution Strong relationship-building skills and the ability to work cross-functionally. Strategic thinker with a results-oriented mindset. Experience with data management tools and analytics platforms. Experience in project delivery with a track record of delivering initiatives. 24 days annual leave rising to 29 days Enhanced parental leave Medicash (Health Cash Plans) Wellness Days Flexible Fridays (Opportunity to finish early) Birthday day off Employee assistance program Travel loan scheme Charity days Breakfast provided Fully stocked drinks fridge Social Events throughout the year Hybrid Working Our Company: With Intelligence is based at One London Wall, London EC2Y 5EA. We offer a range of benefits and actively encourage social networks that you are free to join. As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you. We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.
We are looking for an experienced Account Director to lead high-profile financial services accounts across banking, asset management, insurance, and related sectors. This is a senior client-facing role focused on delivering strategic communications, strong media engagement, and trusted client counsel. The role has a global scope and is based out of their London office. Key Responsibilities: Act as the main client contact for key financial services accounts, building trusted relationships with senior stakeholders. Develop and deliver strategic PR and communications plans that align with clients' business goals. Lead and inspire account teams, providing clear direction, feedback, and professional development support. Oversee campaign execution, content development, media outreach, and stakeholder engagement. Drive organic growth within accounts and support new business opportunities. Manage account budgets, profitability, and resource allocation. Provide expert counsel on issues and crisis communications for financial clients. Build and maintain strong relationships with senior journalists and industry influencers. What You'll Bring: Proven experience leading large accounts in financial services, including banking, insurance, asset management or fintech. Strong track record in strategic communications planning and high-quality client delivery. Excellent team leadership and client relationship skills, including working with C-suite stakeholders. Solid experience managing media relations and securing top-tier coverage in financial and business press. Skilled at translating complex financial topics into clear, compelling communications. Confident in issues and crisis management for financial services clients. Strong commercial acumen with an understanding of account profitability and revenue growth. Who You'll Work With: Reports to a senior leader and collaborates with local and global teams. Manages and mentors account teams to maintain high standards and a collaborative culture. Why Join? Work with leading financial brands and high-calibre clients. Work with a global team with cross-market exposure. Be part of a collaborative, ambitious team that values strategic thinking and impactful communications. Hybrid working, professional development and opportunities for progression. If you have the relevant experience and this opportunity sounds interesting to you, please get in touch with our team including a copy of your CV as soon as possible via the form below. Hanson Search is a leading talent advisory and executive search consultancy with consultants based across the UAE, UK, USA, and Europe. We specialise in business-critical roles that drive revenue, reputation, and risk, with dedicated teams in Communications, Government Relations, Financial Communications, Public Affairs, Marketing, Digital Marketing, Sustainability, Investor Relations and C-Suite recruitment. Please click here to find out more about Hanson Search. We are committed to equality of opportunity for all. You can access our Diversity and Inclusion Policy here.
Jan 08, 2026
Full time
We are looking for an experienced Account Director to lead high-profile financial services accounts across banking, asset management, insurance, and related sectors. This is a senior client-facing role focused on delivering strategic communications, strong media engagement, and trusted client counsel. The role has a global scope and is based out of their London office. Key Responsibilities: Act as the main client contact for key financial services accounts, building trusted relationships with senior stakeholders. Develop and deliver strategic PR and communications plans that align with clients' business goals. Lead and inspire account teams, providing clear direction, feedback, and professional development support. Oversee campaign execution, content development, media outreach, and stakeholder engagement. Drive organic growth within accounts and support new business opportunities. Manage account budgets, profitability, and resource allocation. Provide expert counsel on issues and crisis communications for financial clients. Build and maintain strong relationships with senior journalists and industry influencers. What You'll Bring: Proven experience leading large accounts in financial services, including banking, insurance, asset management or fintech. Strong track record in strategic communications planning and high-quality client delivery. Excellent team leadership and client relationship skills, including working with C-suite stakeholders. Solid experience managing media relations and securing top-tier coverage in financial and business press. Skilled at translating complex financial topics into clear, compelling communications. Confident in issues and crisis management for financial services clients. Strong commercial acumen with an understanding of account profitability and revenue growth. Who You'll Work With: Reports to a senior leader and collaborates with local and global teams. Manages and mentors account teams to maintain high standards and a collaborative culture. Why Join? Work with leading financial brands and high-calibre clients. Work with a global team with cross-market exposure. Be part of a collaborative, ambitious team that values strategic thinking and impactful communications. Hybrid working, professional development and opportunities for progression. If you have the relevant experience and this opportunity sounds interesting to you, please get in touch with our team including a copy of your CV as soon as possible via the form below. Hanson Search is a leading talent advisory and executive search consultancy with consultants based across the UAE, UK, USA, and Europe. We specialise in business-critical roles that drive revenue, reputation, and risk, with dedicated teams in Communications, Government Relations, Financial Communications, Public Affairs, Marketing, Digital Marketing, Sustainability, Investor Relations and C-Suite recruitment. Please click here to find out more about Hanson Search. We are committed to equality of opportunity for all. You can access our Diversity and Inclusion Policy here.
This opportunity is a thriving and established financial services scale-up! They are seeking a dynamic French-speaking Senior Account Executive to spearhead the expansion in the French Market, collaborating with a skilled BDR. The company are championing global tax relief and reclaiming entitlements for Investment Managers and Financial Entities. This role is for a results-driven individual contributor with a successful sales record in the investment management sector, focusing particularly on asset managers and pension funds in the French Market. Responsibilities Identify opportunities with potential clients in the French market. Collaborate with the BDE team for strategic sales planning. Develop and manage a robust business pipeline from prospecting to contract execution. Prepare client materials, including presentations and RFPs, optimizing deal value. Exceed annual sales targets consistently. Boost the brand through events, content, and networking. Stay updated on industry trends through workshops and publications. Qualifications Fluent in French. Strong industry network and existing contacts in the French institutional investment space. Previous experience in institutional investment (especially with asset managers and pension funds). Minimum 3 years of enterprise sales with deals exceeding £750k. Over 5 years of proven success in closing large deals.Proficient in engaging clients at all levels, from administrators to C-level contacts. Effective multitasking in a fast-paced environment. Excellent negotiation, presentation, and communication skills. Proactive, creative, and highly motivated to achieve results. What's in it for you? A chance to get a front-row seat in a global organisation and lead the French Market. Offering a good basic salary and double OTE, it's a fantastic opportunity to earn commission fully uncapped. Great opportunity to travel with the company to visit clients, representing this company across France. Hybrid working in an exciting office based in London.
Jan 08, 2026
Full time
This opportunity is a thriving and established financial services scale-up! They are seeking a dynamic French-speaking Senior Account Executive to spearhead the expansion in the French Market, collaborating with a skilled BDR. The company are championing global tax relief and reclaiming entitlements for Investment Managers and Financial Entities. This role is for a results-driven individual contributor with a successful sales record in the investment management sector, focusing particularly on asset managers and pension funds in the French Market. Responsibilities Identify opportunities with potential clients in the French market. Collaborate with the BDE team for strategic sales planning. Develop and manage a robust business pipeline from prospecting to contract execution. Prepare client materials, including presentations and RFPs, optimizing deal value. Exceed annual sales targets consistently. Boost the brand through events, content, and networking. Stay updated on industry trends through workshops and publications. Qualifications Fluent in French. Strong industry network and existing contacts in the French institutional investment space. Previous experience in institutional investment (especially with asset managers and pension funds). Minimum 3 years of enterprise sales with deals exceeding £750k. Over 5 years of proven success in closing large deals.Proficient in engaging clients at all levels, from administrators to C-level contacts. Effective multitasking in a fast-paced environment. Excellent negotiation, presentation, and communication skills. Proactive, creative, and highly motivated to achieve results. What's in it for you? A chance to get a front-row seat in a global organisation and lead the French Market. Offering a good basic salary and double OTE, it's a fantastic opportunity to earn commission fully uncapped. Great opportunity to travel with the company to visit clients, representing this company across France. Hybrid working in an exciting office based in London.
Job Title: OL / PL Paralegal Location: Sharston, M22 4SN Salary : A basic salary of £26,500, with a very generous Portal Bonus Scheme Job type: Full time, Permanent About Us: Established in 2000, Express Solicitors is an award-winning law firm that deals with personal injury and clinical negligence claims. Based in Manchester, we serve clients nationwide and are currently ranked 64 out of more than 10,000 law firms. We have a 5-star rating on Trustpilot from over 8,000 reviews, which coming from our clients means a lot to us. We are proud of the work we do helping injured people, and this is the core of our business. The Role: We are currently looking for a Litigation Executive to join our Portal Team in the OL/PL department. Tenacity, ability and enthusiasm are more important than qualification. You will be expected to manage your own caseload in the role. For candidates we offer strong supervision channels, excellent training including away days, chance to join a highly ambitious and growing firm. We have high quality non-CMC work and a positive working environment. We also have a roof garden with table tennis, as an addition to our strong range of employee benefits, more details below. Responsibilities : Take initial instructions from client and complete FN009. Ensure correct accident circumstances, injuries and potential losses are recorded on the file. Obtain FOAs for medical records and request from medical agency. Research to ensure the claim is submitted to the correct potential Defendant(s) Research into accident location, requesting photographs, CCTV, receipts etc. to ensure the appropriate evidence is obtained as early as possible. Consideration of the relevant Statute/law to draft allegations to the Defendant. Consider Claimant's injuries to ensure correct protocol is being followed. Submit Claims Notification Form (CNF) or Letter of Claim to the Defendant(s) Chasing Defendant and/or insurer for response Consideration of denial and/or disclosure received from Defendant. Weekly review with supervisor Ensure client is kept updated throughout process. 60+ CNF/LOC per month target to attain £100 bonus. Person Specification: LLB Law degree required. Good customer care skills including empathy and the ability to obtain information. High degree of accuracy Administration or telephone-based customer service background is preferable. Experience with the OL/PL portal is a distinct advantage. Experience of Proclaim case management system. Salary & Hours: A basic salary of £26,500, with a very generous Portal Bonus Scheme Our standard working hours are 8:30am to 5:30pm Monday-Thursday and 8:30am to 5pm Friday. Benefits: Hybrid Working - 3/2 hybrid working pattern after probation. 23 Days Holiday - Rising to 26 days, plus bank/public holidays. Extra Holidays - 3 holiday buy backs and an extra day for your birthday after service length requirement. Looking After Your Health - Private medical insurance available after 2 years' service, annual flu jab and Employee Assistance Programme. Looking After Your Well-being - 24/7 onsite Gym, Netball/Football team, 10km Manchester team and more. Work Life / Balance - Active social committee with generous departmental and firm-wide social budget. Recruitment Process: Interviews will be conducted by MS Teams and will include scenario-based questioning. Our employees are our most important asset, we rate skill and ability above all else and our recruitment policy encourages applications from all. Please click APPLY to be redirected to our website to complete your application. Candidates with the relevant experience or job titles of; Legal Caseworker, Public Liability Lawyer, Occupiers Liability Assistant, Lawyer, PI Solicitor, Personal Injury Law, Chartered Legal Executive, Personal Injury Caseworker, PI Caseworker, Personal Injury Fee Earner, PI Fee Earner, Solicitor will also be considered for this role.
Jan 08, 2026
Full time
Job Title: OL / PL Paralegal Location: Sharston, M22 4SN Salary : A basic salary of £26,500, with a very generous Portal Bonus Scheme Job type: Full time, Permanent About Us: Established in 2000, Express Solicitors is an award-winning law firm that deals with personal injury and clinical negligence claims. Based in Manchester, we serve clients nationwide and are currently ranked 64 out of more than 10,000 law firms. We have a 5-star rating on Trustpilot from over 8,000 reviews, which coming from our clients means a lot to us. We are proud of the work we do helping injured people, and this is the core of our business. The Role: We are currently looking for a Litigation Executive to join our Portal Team in the OL/PL department. Tenacity, ability and enthusiasm are more important than qualification. You will be expected to manage your own caseload in the role. For candidates we offer strong supervision channels, excellent training including away days, chance to join a highly ambitious and growing firm. We have high quality non-CMC work and a positive working environment. We also have a roof garden with table tennis, as an addition to our strong range of employee benefits, more details below. Responsibilities : Take initial instructions from client and complete FN009. Ensure correct accident circumstances, injuries and potential losses are recorded on the file. Obtain FOAs for medical records and request from medical agency. Research to ensure the claim is submitted to the correct potential Defendant(s) Research into accident location, requesting photographs, CCTV, receipts etc. to ensure the appropriate evidence is obtained as early as possible. Consideration of the relevant Statute/law to draft allegations to the Defendant. Consider Claimant's injuries to ensure correct protocol is being followed. Submit Claims Notification Form (CNF) or Letter of Claim to the Defendant(s) Chasing Defendant and/or insurer for response Consideration of denial and/or disclosure received from Defendant. Weekly review with supervisor Ensure client is kept updated throughout process. 60+ CNF/LOC per month target to attain £100 bonus. Person Specification: LLB Law degree required. Good customer care skills including empathy and the ability to obtain information. High degree of accuracy Administration or telephone-based customer service background is preferable. Experience with the OL/PL portal is a distinct advantage. Experience of Proclaim case management system. Salary & Hours: A basic salary of £26,500, with a very generous Portal Bonus Scheme Our standard working hours are 8:30am to 5:30pm Monday-Thursday and 8:30am to 5pm Friday. Benefits: Hybrid Working - 3/2 hybrid working pattern after probation. 23 Days Holiday - Rising to 26 days, plus bank/public holidays. Extra Holidays - 3 holiday buy backs and an extra day for your birthday after service length requirement. Looking After Your Health - Private medical insurance available after 2 years' service, annual flu jab and Employee Assistance Programme. Looking After Your Well-being - 24/7 onsite Gym, Netball/Football team, 10km Manchester team and more. Work Life / Balance - Active social committee with generous departmental and firm-wide social budget. Recruitment Process: Interviews will be conducted by MS Teams and will include scenario-based questioning. Our employees are our most important asset, we rate skill and ability above all else and our recruitment policy encourages applications from all. Please click APPLY to be redirected to our website to complete your application. Candidates with the relevant experience or job titles of; Legal Caseworker, Public Liability Lawyer, Occupiers Liability Assistant, Lawyer, PI Solicitor, Personal Injury Law, Chartered Legal Executive, Personal Injury Caseworker, PI Caseworker, Personal Injury Fee Earner, PI Fee Earner, Solicitor will also be considered for this role.
Job Title: Housing Disrepair Paralegal Location: Sharston, M22 4SN Salary : A basic salary of up to £30,000, dependent on experience. Along with a very generous commission scheme, paid monthly in arrears. Job type: Full time, Permanent About Us: Established in 2000, Express Solicitors is an award-winning law firm that deals with personal injury and clinical negligence claims. Based in Manchester, we serve clients nationwide and are currently ranked 64 out of more than 10,000 law firms. We have a 5-star rating on Trustpilot from over 8,000 reviews, which coming from our clients means a lot to us. We are proud of the work we do helping injured people, and this is the core of our business. The Role: We are currently looking for an additional Paralegal to join our Housing Disrepair team. Ideally the successful candidate will have a minimum of 12 months housing disrepair experience. Tenacity, ability, and enthusiasm are key attributes in helping to get the best results for our clients. The role requires management of your own caseload of pre-and-and post-issue Housing Disrepair claims. We offer a generous commission structure. With no hurdles, and no caps, you are rewarded for the success of every case you bring to completion. Responsibilities : Managing a caseload of Housing Disrepair claims from cradle to grave Conducting thorough legal research and providing sound legal advice to clients Preparing and drafting legal documents, including pleadings and witness statements Negotiating settlements and representing clients in court when necessary Working in a target driven, fast paced environment Collaborating with colleagues to ensure the successful outcome of cases. Keeping up to date with changes in relevant laws and regulations Person Specification: Proven track record of handling a caseload of housing disrepair claims Genuine tenacity. Knowledge of the civil procedure rules, precedent, trends in litigation, and an ability and willingness to utilise the same to achieve the best possible outcome for our clients. Excellent client care ability, with a passion for achieving the best possible outcome for our clients. Previous exposure of Proclaim case management system advantageous. Salary & Hours: A basic salary of up to £30,000, dependent on experience. Along with a very generous commission scheme, paid monthly in arrears. Our standard working hours are 8:30am to 5:30pm Monday-Thursday and 8:30am to 5pm Friday. Benefits: Hybrid Working - 3/2 hybrid working pattern after probation. 23 Days Holiday - Rising to 26 days, plus bank/public holidays. Extra Holidays - 3 holiday buy backs and an extra day for your birthday after service length requirement. Looking After Your Health - Private medical insurance available after 2 years' service, annual flu jab and Employee Assistance Programme. Looking After Your Well-being - 24/7 onsite Gym, Netball/Football team, 10km Manchester team and more. Work Life / Balance - Active social committee with generous departmental and firm-wide social budget. Recruitment Process: Interviews will be conducted by MS Teams and will include scenario-based questioning. Our employees are our most important asset, we rate skill and ability above all else and our recruitment policy encourages applications from all. Please click APPLY to be redirected to our website to complete your application. Candidates with the relevant experience or job titles of; Newly Qualified Solicitor, Law Graduate, Junior Solicitor, Lawyer, Solicitor, Housing Disrepair Lawyer, Housing Disrepair Caseworker, Legal Assistant, Litigation Assistant, Legal Executive, Paralegal, Legal Executive mayl also be considered for this role.
Jan 08, 2026
Full time
Job Title: Housing Disrepair Paralegal Location: Sharston, M22 4SN Salary : A basic salary of up to £30,000, dependent on experience. Along with a very generous commission scheme, paid monthly in arrears. Job type: Full time, Permanent About Us: Established in 2000, Express Solicitors is an award-winning law firm that deals with personal injury and clinical negligence claims. Based in Manchester, we serve clients nationwide and are currently ranked 64 out of more than 10,000 law firms. We have a 5-star rating on Trustpilot from over 8,000 reviews, which coming from our clients means a lot to us. We are proud of the work we do helping injured people, and this is the core of our business. The Role: We are currently looking for an additional Paralegal to join our Housing Disrepair team. Ideally the successful candidate will have a minimum of 12 months housing disrepair experience. Tenacity, ability, and enthusiasm are key attributes in helping to get the best results for our clients. The role requires management of your own caseload of pre-and-and post-issue Housing Disrepair claims. We offer a generous commission structure. With no hurdles, and no caps, you are rewarded for the success of every case you bring to completion. Responsibilities : Managing a caseload of Housing Disrepair claims from cradle to grave Conducting thorough legal research and providing sound legal advice to clients Preparing and drafting legal documents, including pleadings and witness statements Negotiating settlements and representing clients in court when necessary Working in a target driven, fast paced environment Collaborating with colleagues to ensure the successful outcome of cases. Keeping up to date with changes in relevant laws and regulations Person Specification: Proven track record of handling a caseload of housing disrepair claims Genuine tenacity. Knowledge of the civil procedure rules, precedent, trends in litigation, and an ability and willingness to utilise the same to achieve the best possible outcome for our clients. Excellent client care ability, with a passion for achieving the best possible outcome for our clients. Previous exposure of Proclaim case management system advantageous. Salary & Hours: A basic salary of up to £30,000, dependent on experience. Along with a very generous commission scheme, paid monthly in arrears. Our standard working hours are 8:30am to 5:30pm Monday-Thursday and 8:30am to 5pm Friday. Benefits: Hybrid Working - 3/2 hybrid working pattern after probation. 23 Days Holiday - Rising to 26 days, plus bank/public holidays. Extra Holidays - 3 holiday buy backs and an extra day for your birthday after service length requirement. Looking After Your Health - Private medical insurance available after 2 years' service, annual flu jab and Employee Assistance Programme. Looking After Your Well-being - 24/7 onsite Gym, Netball/Football team, 10km Manchester team and more. Work Life / Balance - Active social committee with generous departmental and firm-wide social budget. Recruitment Process: Interviews will be conducted by MS Teams and will include scenario-based questioning. Our employees are our most important asset, we rate skill and ability above all else and our recruitment policy encourages applications from all. Please click APPLY to be redirected to our website to complete your application. Candidates with the relevant experience or job titles of; Newly Qualified Solicitor, Law Graduate, Junior Solicitor, Lawyer, Solicitor, Housing Disrepair Lawyer, Housing Disrepair Caseworker, Legal Assistant, Litigation Assistant, Legal Executive, Paralegal, Legal Executive mayl also be considered for this role.
With Intelligence Ltd are actively recruiting for an innovative and strategic leader to fill the role of Head of Investor Data Strategy. This pivotal position will be responsible for developing and executing a comprehensive data strategy that enhances our offerings within the asset management sector. The Head of Investor Data Strategy is responsible for owning, developing, and driving the strategic vision of the Investor dataset. This role combines data ownership, market insight, and data strategy to ensure the dataset evolves in line with client needs, market trends, and the company's broader product objectives. You will act as the primary point of accountability for the Investor dataset, shaping its roadmap, overseeing data quality and structure, coordinating cross functional stakeholders, and positioning the dataset as a market leading product. This role is ideal for a data driven leader with a strong understanding of investor ecosystems and a passion for turning data into commercial and strategic advantage. Our organisation is a premier source of investment intelligence and data, bridging fund raising and business development for the alternative investments sector including hedge funds, private equity, private credit, infrastructure and real estate. We are comprised of a talented global team including analysts, reporters and industry experts, all dedicated to facilitating better capital allocation. Key Responsibilities: Data Ownership Lead the strategic development of the Investor dataset, ensuring alignment with overall product strategy, customer needs, and market trends. Develop and execute the dataset roadmap, defining key initiatives and priorities in partnership with Product Strategy. Create and maintain client facing documentation and training materials to support dataset understanding and adoption. Serve as the primary business contact and subject matter expert for all Investor dataset related matters. Continuous Data Set Development Lead research and development activities to continuously evolve the dataset's content and capabilities. Analyse market trends, competitor data offerings, and customer usage insights to identify improvement opportunities. Partner with Data Operations, Editorial, and Technology teams to enhance data quality, tooling, and workflows. Aligning Data Functions to Business Needs Consolidate and prioritize business requirements into a unified dataset roadmap that maximizes impact and alignment. Facilitate regular review sessions and working groups across Data Ops, Editorial, Data Management and Product to coordinate dataset initiatives. Collaborate closely with Product Strategy, Sales, Insights, Marketing, and Events to align data developments with business goals. Market Expertise and Representation Act as an internal and external ambassador for the Investor dataset, promoting its quality, innovation, and market value. Collaborate with the Insights team on reports, thought leadership, and initiatives that enhance dataset visibility and brand equity. Support strategic activities such as acquisition assessments and integration planning for data related opportunities. Qualifications: Proven experience in data and analysis within financial services, particularly in alternative investments or the asset management industry In depth understand and experience of Limited Partner/Investor markets would be preferable Strong understanding of data governance, analytics, and management processes. Excellent leadership and project management skills with a track record of driving successful data initiatives. Exceptional ability to analyse data, derive insights, and communicate findings to stakeholders. Proactive, curious and innovative mindset, always seeking to enhance data relevance and impact. Strong decision making capabilities to progress data strategy development and execution Strong relationship building skills and the ability to work cross functionally. Strategic thinker with a results oriented mindset. Experience with data management tools and analytics platforms. Experience in project delivery with a track record of delivering initiatives. Benefits: 24 days annual leave rising to 29 days Enhanced parental leave Medicash (Health Cash Plans) Wellness Days Flexible Fridays (Opportunity to finish early) Birthday day off Employee assistance program Travel loan scheme Charity days Breakfast provided Fully stocked drinks fridge Social Events throughout the year Hybrid Working Our Company: With Intelligence is based at One London Wall, London EC2Y 5EA. We offer a range of benefits and actively encourage social networks that you are free to join. As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you. We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.
Jan 07, 2026
Full time
With Intelligence Ltd are actively recruiting for an innovative and strategic leader to fill the role of Head of Investor Data Strategy. This pivotal position will be responsible for developing and executing a comprehensive data strategy that enhances our offerings within the asset management sector. The Head of Investor Data Strategy is responsible for owning, developing, and driving the strategic vision of the Investor dataset. This role combines data ownership, market insight, and data strategy to ensure the dataset evolves in line with client needs, market trends, and the company's broader product objectives. You will act as the primary point of accountability for the Investor dataset, shaping its roadmap, overseeing data quality and structure, coordinating cross functional stakeholders, and positioning the dataset as a market leading product. This role is ideal for a data driven leader with a strong understanding of investor ecosystems and a passion for turning data into commercial and strategic advantage. Our organisation is a premier source of investment intelligence and data, bridging fund raising and business development for the alternative investments sector including hedge funds, private equity, private credit, infrastructure and real estate. We are comprised of a talented global team including analysts, reporters and industry experts, all dedicated to facilitating better capital allocation. Key Responsibilities: Data Ownership Lead the strategic development of the Investor dataset, ensuring alignment with overall product strategy, customer needs, and market trends. Develop and execute the dataset roadmap, defining key initiatives and priorities in partnership with Product Strategy. Create and maintain client facing documentation and training materials to support dataset understanding and adoption. Serve as the primary business contact and subject matter expert for all Investor dataset related matters. Continuous Data Set Development Lead research and development activities to continuously evolve the dataset's content and capabilities. Analyse market trends, competitor data offerings, and customer usage insights to identify improvement opportunities. Partner with Data Operations, Editorial, and Technology teams to enhance data quality, tooling, and workflows. Aligning Data Functions to Business Needs Consolidate and prioritize business requirements into a unified dataset roadmap that maximizes impact and alignment. Facilitate regular review sessions and working groups across Data Ops, Editorial, Data Management and Product to coordinate dataset initiatives. Collaborate closely with Product Strategy, Sales, Insights, Marketing, and Events to align data developments with business goals. Market Expertise and Representation Act as an internal and external ambassador for the Investor dataset, promoting its quality, innovation, and market value. Collaborate with the Insights team on reports, thought leadership, and initiatives that enhance dataset visibility and brand equity. Support strategic activities such as acquisition assessments and integration planning for data related opportunities. Qualifications: Proven experience in data and analysis within financial services, particularly in alternative investments or the asset management industry In depth understand and experience of Limited Partner/Investor markets would be preferable Strong understanding of data governance, analytics, and management processes. Excellent leadership and project management skills with a track record of driving successful data initiatives. Exceptional ability to analyse data, derive insights, and communicate findings to stakeholders. Proactive, curious and innovative mindset, always seeking to enhance data relevance and impact. Strong decision making capabilities to progress data strategy development and execution Strong relationship building skills and the ability to work cross functionally. Strategic thinker with a results oriented mindset. Experience with data management tools and analytics platforms. Experience in project delivery with a track record of delivering initiatives. Benefits: 24 days annual leave rising to 29 days Enhanced parental leave Medicash (Health Cash Plans) Wellness Days Flexible Fridays (Opportunity to finish early) Birthday day off Employee assistance program Travel loan scheme Charity days Breakfast provided Fully stocked drinks fridge Social Events throughout the year Hybrid Working Our Company: With Intelligence is based at One London Wall, London EC2Y 5EA. We offer a range of benefits and actively encourage social networks that you are free to join. As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you. We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.
You can find out more about this in ourHead of Service - Unitas page is loaded Head of Service - Unitasremote type: Onsitelocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR-The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.For our business, for clients, and for youApex Unitas Limited Unitas - Head of Service Head of Service is responsible for global service delivery for Unitas products to external clients and those contracted by several Apex Group companies and which involve intragroup service agreements. The role will be a company director of Apex Unitas Limited and of the subsidiary nominee entities. The role will accordingly be an SMF3 (Executive Director) role as defined by the FCA Senior Managers regime and will also be Certified Management Function. Role expertise and experience requirements: Requiring 8 years private markets senior investment operations experience Holding a degree in Maths/Statistics/Accounting or a Qualified accountant with minimum 5 years PQE. Detailed knowledge of CASS 5 and 6 and application of rules to operational teams. Experience of designing, implementing and running of operational CASS processes, including but not limited to client money reconciliations, interest calculations and regulatory reporting. Board reporting and attendance experience Experienced in dealing as point of escalation with clients and representing the company in new business processes with material potential clients. Ability to have significant input into product design and to be a decision maker on whether potential new product operational processes can be assimilated into current structure. Senior management responsibility for managing, reviewing and changing banking and sub custody relationships. Detailed knowledge and experience of private and exchange traded assets and associated investment processes. Experience of client and large data set migrations. Proactive, self-starter The above is not an exhaustive list of day-to-day responsibilities.Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies.
Jan 07, 2026
Full time
You can find out more about this in ourHead of Service - Unitas page is loaded Head of Service - Unitasremote type: Onsitelocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR-The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.For our business, for clients, and for youApex Unitas Limited Unitas - Head of Service Head of Service is responsible for global service delivery for Unitas products to external clients and those contracted by several Apex Group companies and which involve intragroup service agreements. The role will be a company director of Apex Unitas Limited and of the subsidiary nominee entities. The role will accordingly be an SMF3 (Executive Director) role as defined by the FCA Senior Managers regime and will also be Certified Management Function. Role expertise and experience requirements: Requiring 8 years private markets senior investment operations experience Holding a degree in Maths/Statistics/Accounting or a Qualified accountant with minimum 5 years PQE. Detailed knowledge of CASS 5 and 6 and application of rules to operational teams. Experience of designing, implementing and running of operational CASS processes, including but not limited to client money reconciliations, interest calculations and regulatory reporting. Board reporting and attendance experience Experienced in dealing as point of escalation with clients and representing the company in new business processes with material potential clients. Ability to have significant input into product design and to be a decision maker on whether potential new product operational processes can be assimilated into current structure. Senior management responsibility for managing, reviewing and changing banking and sub custody relationships. Detailed knowledge and experience of private and exchange traded assets and associated investment processes. Experience of client and large data set migrations. Proactive, self-starter The above is not an exhaustive list of day-to-day responsibilities.Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies.
Finance Business Partner - Retail Costs & Service charge page is loaded Finance Business Partner - Retail Costs & Service chargelocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R# We are Landsec We identify and shape places that create opportunity, enhance quality of life, and bring joy to the people connected to them.This is how we've created the UK's leading portfolio of urban places and one of the largest real estate companies in Europe.Our £10 billion portfolio is built around premium workplaces, the country's pre-eminent retail platform, and a residential pipeline that will redefine urban life.We've honed this ability over 80 years. Spotting the opportunities, building the partnerships, and continually adapting to shape the places that meet the needs of a changing world.Places where life happens. Where businesses grow. And where cities are defined. Location: The role is based in London, Victoria. The role offers hybrid working, with majority of the working week in the office. We recommend discussing arrangements with the hiring manager to find the best fit for both you and the role. The Team Reporting into the Finance Director - Retail, the role will work closely with the other Finance Business Partners, the Commercial Planning & Performance team and FP&A. Key business partners will be the Head of Consumer, Head of Retail Operations and the relevant Asset Directors. The role Business partner aligned to ExCo members - Head of Consumer, Head of Retail Operations, as well as partnering on specific assets with Asset Directors Manage performance and develop financial plans for Retail's cost-base and commercialisation activities, working across the portfolio to drive performance through analysis and initiatives to drive income Principle Accountabilities Act as a key business partner to ExCo members, business leads, Asset Managers and Directors across cost, service charge and allocated asset portfolios, providing robust challenge and influencing delivery of financial KPIs. Lead budgeting and forecasting for the portfolio, ensuring submissions are realistic yet challenging, benchmarked against best practice, and supported by scenario planning with clear articulation of risks, opportunities and trade-offs. Work closely with Commercial FP&A to design and deliver forward-looking executive reports, insightful analysis and exception reporting that enable informed decisions and identify opportunities to enhance portfolio performance. Serve as the primary strategic partner to business leads, translating monthly results into actionable plans to improve NRI, margin and KPI trends, and presenting clear options for performance improvement. Drive commercial performance across cost, service charge, commercialisation and assets, challenging teams to deliver better outcomes and embedding a culture of continuous improvement. Provide financial analysis to support decision-making, including lease and investment appraisals and ad hoc reviews, ensuring recommendations drive optimal returns. Coordinate Post Investment Reviews for key leasing deals and investments, documenting lessons learned and ensuring implementation by action owners. Maintain strong compliance and control frameworks, ensuring approval processes are followed and risks mitigated. Support external reporting deliverables (including valuations) with accurate data and insightful commentary, and review JV reporting to meet contractual obligations. Act as financial lead for leasing, standardising lease approval outputs and challenging assumptions to maximise returns. Ensure accuracy of financial and non-financial data sources, holding business owners accountable for timely updates and corrections. Develop the Commercial Performance & Planning team, building commercial acumen, focusing on insight-driven outputs, and providing constructive feedback to enhance effectiveness. Your skills, experience and qualifications: Essential Criteria Fully Qualified Accountant PQE (ACA, CIMA, ACCA) Previous business partnering experience with demonstratable examples of outputs driving improvements & performance in a business Strong commercial acumen Budgeting and Forecasting experience Strong relationship building and stakeholder management # Life and Benefits at Landsec We have a great benefits package, there to support you with your work-life balance and in moments that matter. We offer fantastic Learning and Development opportunities to help you grow and reach your potential and we also play our part in supporting the communities where we live and work.Below are some of our core benefits, make sure to visit our page for more information. Performance based annual bonus plan 25 days annual leave (plus bank holidays) rising to 27 days after 2 years and the option to purchase up to 10 additional days each year. Enjoy an additional three-day December festive break on top of your leave and a special 'My Day' to take off for whatever you choose. Enhanced pension contributions - Landsec will contribute up to 10.5% subject to your contribution. Private medical insurance, Health Cash Plan, Life assurance and income protection. Enhanced maternity, adoption, shared parental leave policies (view our for more details) Two different share plans enabling you to share in the success you will help to build Up to 4 working days to volunteer per year and 'Give As You Earn' programmes allowing you to donate to charities straight out of your pay and we top up by 20%And when it comes to your health and wellbeing you will also have access to other benefits: our employee assistance programme, digital GP, cycle to work scheme, a mindfulness app and a health app supporting fertility and menopause Diversity and Inclusion At Landsec, we value diversity & inclusion. We work to better reflect the diversity of the communities we work within and empower everyone who works at Landsec to realise their potential.We strive to ensure all our information, and services are accessible to and usable by everyone. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please get in touch with our recruitment partners by emailing find out more about our approach, visit our . Life at LandsecWe have a great benefits package, there to support you with your work-life balance and in moments that matter. Visit our for more informationDepending on the nature of your role, Landsec may be able to offer different ways of working to fit around your lifestyle. We know that flexible working can make a real difference to your wellbeing and professional development, and in turn can benefit us as an employer and our customers. The flexible working options available to you is something that can be discussed at the interview stage during the recruitment processTo apply for a role at Landsec please click apply in any available role, create a candidate account and upload your CV with the supporting information. Stage 1: Review CV's Once you have applied your application will be assessed against the required skills, experience and qualifications. Commonly you will be informed whether you move onto the interview process via a telephone call or email message within 2 weeks of your application being uploaded. Stage 2: Interview In most cases the interview process will take between 2-4 weeks with a single on-site interview that may be supported by telephone interviews. In more senior positions you may be asked to attend site and meet other members of the team for less formal interviews. Stage 3: Offer and Contract If you are successful a verbal offer will be made and your start date discussed before a contract and offer is sent out to you via
Jan 07, 2026
Full time
Finance Business Partner - Retail Costs & Service charge page is loaded Finance Business Partner - Retail Costs & Service chargelocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R# We are Landsec We identify and shape places that create opportunity, enhance quality of life, and bring joy to the people connected to them.This is how we've created the UK's leading portfolio of urban places and one of the largest real estate companies in Europe.Our £10 billion portfolio is built around premium workplaces, the country's pre-eminent retail platform, and a residential pipeline that will redefine urban life.We've honed this ability over 80 years. Spotting the opportunities, building the partnerships, and continually adapting to shape the places that meet the needs of a changing world.Places where life happens. Where businesses grow. And where cities are defined. Location: The role is based in London, Victoria. The role offers hybrid working, with majority of the working week in the office. We recommend discussing arrangements with the hiring manager to find the best fit for both you and the role. The Team Reporting into the Finance Director - Retail, the role will work closely with the other Finance Business Partners, the Commercial Planning & Performance team and FP&A. Key business partners will be the Head of Consumer, Head of Retail Operations and the relevant Asset Directors. The role Business partner aligned to ExCo members - Head of Consumer, Head of Retail Operations, as well as partnering on specific assets with Asset Directors Manage performance and develop financial plans for Retail's cost-base and commercialisation activities, working across the portfolio to drive performance through analysis and initiatives to drive income Principle Accountabilities Act as a key business partner to ExCo members, business leads, Asset Managers and Directors across cost, service charge and allocated asset portfolios, providing robust challenge and influencing delivery of financial KPIs. Lead budgeting and forecasting for the portfolio, ensuring submissions are realistic yet challenging, benchmarked against best practice, and supported by scenario planning with clear articulation of risks, opportunities and trade-offs. Work closely with Commercial FP&A to design and deliver forward-looking executive reports, insightful analysis and exception reporting that enable informed decisions and identify opportunities to enhance portfolio performance. Serve as the primary strategic partner to business leads, translating monthly results into actionable plans to improve NRI, margin and KPI trends, and presenting clear options for performance improvement. Drive commercial performance across cost, service charge, commercialisation and assets, challenging teams to deliver better outcomes and embedding a culture of continuous improvement. Provide financial analysis to support decision-making, including lease and investment appraisals and ad hoc reviews, ensuring recommendations drive optimal returns. Coordinate Post Investment Reviews for key leasing deals and investments, documenting lessons learned and ensuring implementation by action owners. Maintain strong compliance and control frameworks, ensuring approval processes are followed and risks mitigated. Support external reporting deliverables (including valuations) with accurate data and insightful commentary, and review JV reporting to meet contractual obligations. Act as financial lead for leasing, standardising lease approval outputs and challenging assumptions to maximise returns. Ensure accuracy of financial and non-financial data sources, holding business owners accountable for timely updates and corrections. Develop the Commercial Performance & Planning team, building commercial acumen, focusing on insight-driven outputs, and providing constructive feedback to enhance effectiveness. Your skills, experience and qualifications: Essential Criteria Fully Qualified Accountant PQE (ACA, CIMA, ACCA) Previous business partnering experience with demonstratable examples of outputs driving improvements & performance in a business Strong commercial acumen Budgeting and Forecasting experience Strong relationship building and stakeholder management # Life and Benefits at Landsec We have a great benefits package, there to support you with your work-life balance and in moments that matter. We offer fantastic Learning and Development opportunities to help you grow and reach your potential and we also play our part in supporting the communities where we live and work.Below are some of our core benefits, make sure to visit our page for more information. Performance based annual bonus plan 25 days annual leave (plus bank holidays) rising to 27 days after 2 years and the option to purchase up to 10 additional days each year. Enjoy an additional three-day December festive break on top of your leave and a special 'My Day' to take off for whatever you choose. Enhanced pension contributions - Landsec will contribute up to 10.5% subject to your contribution. Private medical insurance, Health Cash Plan, Life assurance and income protection. Enhanced maternity, adoption, shared parental leave policies (view our for more details) Two different share plans enabling you to share in the success you will help to build Up to 4 working days to volunteer per year and 'Give As You Earn' programmes allowing you to donate to charities straight out of your pay and we top up by 20%And when it comes to your health and wellbeing you will also have access to other benefits: our employee assistance programme, digital GP, cycle to work scheme, a mindfulness app and a health app supporting fertility and menopause Diversity and Inclusion At Landsec, we value diversity & inclusion. We work to better reflect the diversity of the communities we work within and empower everyone who works at Landsec to realise their potential.We strive to ensure all our information, and services are accessible to and usable by everyone. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please get in touch with our recruitment partners by emailing find out more about our approach, visit our . Life at LandsecWe have a great benefits package, there to support you with your work-life balance and in moments that matter. Visit our for more informationDepending on the nature of your role, Landsec may be able to offer different ways of working to fit around your lifestyle. We know that flexible working can make a real difference to your wellbeing and professional development, and in turn can benefit us as an employer and our customers. The flexible working options available to you is something that can be discussed at the interview stage during the recruitment processTo apply for a role at Landsec please click apply in any available role, create a candidate account and upload your CV with the supporting information. Stage 1: Review CV's Once you have applied your application will be assessed against the required skills, experience and qualifications. Commonly you will be informed whether you move onto the interview process via a telephone call or email message within 2 weeks of your application being uploaded. Stage 2: Interview In most cases the interview process will take between 2-4 weeks with a single on-site interview that may be supported by telephone interviews. In more senior positions you may be asked to attend site and meet other members of the team for less formal interviews. Stage 3: Offer and Contract If you are successful a verbal offer will be made and your start date discussed before a contract and offer is sent out to you via
Asset Planning Lead - Asbestos When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. As our asset planning lead for asbestos, youll play a vital role in keeping our homes safe and compliant. Youll lead the delivery of a first class asbestos data service that supports our p click apply for full job details
Jan 07, 2026
Full time
Asset Planning Lead - Asbestos When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. As our asset planning lead for asbestos, youll play a vital role in keeping our homes safe and compliant. Youll lead the delivery of a first class asbestos data service that supports our p click apply for full job details
Customer Service Executive - Investments Our client based in the City Centre of Edinburgh who are one of the UK's leading and largest wealth management firms in the UK are looking to add a Customer Service Executive to their Digital Channels Customer Service Team. Our client offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds. Start date - ASAP Salary - 27,500 with fantastic benefits such as performance related bonus yearly, Hybrid working, Excellent Pension scheme, Private health and so on. Working Hours - Monday to Friday - 35 Hours per week between 9am - 5pm Location - Edinburgh City Centre - Hybrid working after probation period Key Responsibilities: Handling incoming calls and mail from new and existing customers and resolving queries Communicating with both internal and external customers Inputting and maintaining client data with accuracy on systems Handle all aspects of a customer's journey from account opening to closure or transfer of account Monitoring of transfers of assets/cash from other institutions ISA subscriptions and transfers Processing of cash transactions on behalf of customers Preparation and processing of all new client documentation and amendments General record keeping and electronic filing Set up and maintaining of online access for all digital portals Assisting and resolving customers queries with online access Adhering to Conduct Risk standards To be considered for this role you must be able to demonstrate the following experience and competencies: Previous Customer Service/administration experience background from financial services is essential Good attention to detail, maintaining accuracy when completing written and numerical based tasks. Clear and concise communication skills - oral and written, with ability to communicate professionally with clients and colleagues Takes accountability for own work, with ability to meet deadlines/work within restricted timescales Able to prioritise workload and identify when they need support to achieve goals Flexible and reliable team member and willing to support more junior and senior members of the team as required. Ability to work on own initiative to achieve required results Collaborative and inclusive approach to work Adapts to change quickly and easily If this sounds like you, then let it be you and apply. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Jan 07, 2026
Contractor
Customer Service Executive - Investments Our client based in the City Centre of Edinburgh who are one of the UK's leading and largest wealth management firms in the UK are looking to add a Customer Service Executive to their Digital Channels Customer Service Team. Our client offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds. Start date - ASAP Salary - 27,500 with fantastic benefits such as performance related bonus yearly, Hybrid working, Excellent Pension scheme, Private health and so on. Working Hours - Monday to Friday - 35 Hours per week between 9am - 5pm Location - Edinburgh City Centre - Hybrid working after probation period Key Responsibilities: Handling incoming calls and mail from new and existing customers and resolving queries Communicating with both internal and external customers Inputting and maintaining client data with accuracy on systems Handle all aspects of a customer's journey from account opening to closure or transfer of account Monitoring of transfers of assets/cash from other institutions ISA subscriptions and transfers Processing of cash transactions on behalf of customers Preparation and processing of all new client documentation and amendments General record keeping and electronic filing Set up and maintaining of online access for all digital portals Assisting and resolving customers queries with online access Adhering to Conduct Risk standards To be considered for this role you must be able to demonstrate the following experience and competencies: Previous Customer Service/administration experience background from financial services is essential Good attention to detail, maintaining accuracy when completing written and numerical based tasks. Clear and concise communication skills - oral and written, with ability to communicate professionally with clients and colleagues Takes accountability for own work, with ability to meet deadlines/work within restricted timescales Able to prioritise workload and identify when they need support to achieve goals Flexible and reliable team member and willing to support more junior and senior members of the team as required. Ability to work on own initiative to achieve required results Collaborative and inclusive approach to work Adapts to change quickly and easily If this sounds like you, then let it be you and apply. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
