Investment Manager page is loaded Investment Managerlocations: Bristoltime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 30, 2026 (22 days left to apply)job requisition id: R5139# About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.# About the Role Level: 4Department : Investment ManagementLocation: BristolContract: PermanentThis is a fantastic opportunity to join the Bristol Office of Quilter Cheviot. We are looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM. This is an exciting opportunity where the successful candidate will be managing all types of client portfolios and given the opportunity to grow your own client book working both with our Financial Planners and your own relationships as we seek to develop more complex and high value relationships.Key responsibilities include: To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require. To provide investment advice appropriate to the client's needs, and in compliance with all relevant rules, regulations and in-house policies and procedures. To ensure that all client relationships are properly documented, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that "know your client" information is maintained up-to-date and properly documented. To participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client. To have a full understanding of the firm's investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making. To participate in prospecting for new business through events or conferences where required to develop new business opportunities. Consumer Duty. This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money. Senior Managers & Certification Regime (SMCR) Roles 4) Functions requiring qualifications7) Client-Dealing# About You The successful candidate will have a culture that aligns with both our corporate and Team values. The candidate may be newly qualified or early in their investment management journey but training and development will be provided to the successful candidate who has a can-do attitude and desire to be a key member of the well-established team. The successful candidate will need to demonstrate strong interpersonal skills and the willingness to work collaboratively with colleagues, both within the team and across the wider business. The candidate will have the ambition to develop existing and new connections with the aim of contributing to growing the team's book. Level 7 Chartered Wealth Manager or equivalent is essential Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Jan 09, 2026
Full time
Investment Manager page is loaded Investment Managerlocations: Bristoltime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 30, 2026 (22 days left to apply)job requisition id: R5139# About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.# About the Role Level: 4Department : Investment ManagementLocation: BristolContract: PermanentThis is a fantastic opportunity to join the Bristol Office of Quilter Cheviot. We are looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM. This is an exciting opportunity where the successful candidate will be managing all types of client portfolios and given the opportunity to grow your own client book working both with our Financial Planners and your own relationships as we seek to develop more complex and high value relationships.Key responsibilities include: To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require. To provide investment advice appropriate to the client's needs, and in compliance with all relevant rules, regulations and in-house policies and procedures. To ensure that all client relationships are properly documented, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that "know your client" information is maintained up-to-date and properly documented. To participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client. To have a full understanding of the firm's investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making. To participate in prospecting for new business through events or conferences where required to develop new business opportunities. Consumer Duty. This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money. Senior Managers & Certification Regime (SMCR) Roles 4) Functions requiring qualifications7) Client-Dealing# About You The successful candidate will have a culture that aligns with both our corporate and Team values. The candidate may be newly qualified or early in their investment management journey but training and development will be provided to the successful candidate who has a can-do attitude and desire to be a key member of the well-established team. The successful candidate will need to demonstrate strong interpersonal skills and the willingness to work collaboratively with colleagues, both within the team and across the wider business. The candidate will have the ambition to develop existing and new connections with the aim of contributing to growing the team's book. Level 7 Chartered Wealth Manager or equivalent is essential Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
# About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!# About the Role Level : Level 6 Department: COO Location : London/ Southampton Contract type : PermanentThe new role sits within COO and reports directly to the Chief Data Officer (CDO). The key accountabilities for the role are as follows: Governance Framework Development - Design and implement and enterprise-wide data and AI governance frameworks including policies, standards and controls. Define roles, responsibilities, and accountability for data and AI governance across business units. Compliance & Risk Management - Ensure adherence to data protection laws (e.g. GDPR, AI Act), AI regulations, and ethical guidelines. Monitor and mitigate risks related to data quality, privacy, bias, and algorithmic transparency. Data Quality & Stewardship - Establish data quality metrics and controls to maintain accuracy, completeness, and consistency. Oversee data stewardship programs and ensure proper metadata management. AI Governance - Develop guidelines for responsible AI use, including fairness, explainability, and auditability. Implement processes for AI model validation, monitoring, and lifecycle management. Stakeholder Engagement - Establish highly effective and collaborative relationships with key stakeholders and business partners across Quilter to embed governance practices and act as a trusted advisor on data ethics and AI governance for senior leadership. Education & Culture - Promote a culture of data responsibility and ethical AI through training and awareness programs. Stay ahead of emerging regulations and industry best practices. People - Lead, engage, motive and develop all employees within the roles remit to maximise their full potential. This also means ensuring high levels of engagement, professionalism and contribution to the business and ensuring that policies and procedures are followed in an appropriate and consistent manner. Consumer Duty Whilst this isn't a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring that the customer is at the heart of the Data Science and AI strategy, roadmap and plans created.# About You Qualifications Degree in an analytical discipline (e.g. statistics, computer science, maths) or evidence of equivalent practical experience Professional certifications (e.g., CDMP, CIPP/E, AI Ethics certifications) preferred. Knowledge Deep understanding of data governance frameworks (e.g. DAMA-DMBOK) and AI ethics principles. Strong understanding of data management concepts (e.g. data lineage, data architecture) Strong knowledge of regulatory requirements (GDPR, AI Act, FCA Guidelines UK Reg Framework etc.). Expertise in data management policies, metadata, and data quality practices. Expertise in AI/ML lifecycle (MLOps, LLMOps ), model risk management, and bias mitigation techniques. Knowledge of traditional and LLM based model evaluation, prompt governance (secure prompt design, versioning and control) and explainable AI techniques (e.g., SHAP, LIME) Experience Extensive experience in data governance leadership roles Experience of defining and implementing data governance framework and associated policies, standards and controls Background in data management, analytics, or technology risk. Experience in AI governance & responsible AI initiatives (e.g., EU AI Act compliance, LLM model cards) Expertise in model evaluation framework and performance analysis (Confusion Matrix, Recall, Precision, MAP, NDCG, LLM-as-a-Judge, ROUGE, BLEU, faithfulness, hallucination detection). Experience in regulated industries (financial services, healthcare, etc.) Skills Strategic thinking, problem solving with the ability to balance compliance and innovation Excellent leadership, communication and relationship building skills with an ability to influence as well as exert authority Collaborative, inclusive and engaging style with an ability to communicate technical and non-technical information to all levels in the organisation Ability to translate complex AI governance concepts (bias, fairness, explainability) into actionable policies and clear guidance for stakeholders. Strong capability to design and operationalise governance frameworks for data and AI models across their lifecycle, ensuring ethical and compliant deployment. Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare
Jan 09, 2026
Full time
# About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!# About the Role Level : Level 6 Department: COO Location : London/ Southampton Contract type : PermanentThe new role sits within COO and reports directly to the Chief Data Officer (CDO). The key accountabilities for the role are as follows: Governance Framework Development - Design and implement and enterprise-wide data and AI governance frameworks including policies, standards and controls. Define roles, responsibilities, and accountability for data and AI governance across business units. Compliance & Risk Management - Ensure adherence to data protection laws (e.g. GDPR, AI Act), AI regulations, and ethical guidelines. Monitor and mitigate risks related to data quality, privacy, bias, and algorithmic transparency. Data Quality & Stewardship - Establish data quality metrics and controls to maintain accuracy, completeness, and consistency. Oversee data stewardship programs and ensure proper metadata management. AI Governance - Develop guidelines for responsible AI use, including fairness, explainability, and auditability. Implement processes for AI model validation, monitoring, and lifecycle management. Stakeholder Engagement - Establish highly effective and collaborative relationships with key stakeholders and business partners across Quilter to embed governance practices and act as a trusted advisor on data ethics and AI governance for senior leadership. Education & Culture - Promote a culture of data responsibility and ethical AI through training and awareness programs. Stay ahead of emerging regulations and industry best practices. People - Lead, engage, motive and develop all employees within the roles remit to maximise their full potential. This also means ensuring high levels of engagement, professionalism and contribution to the business and ensuring that policies and procedures are followed in an appropriate and consistent manner. Consumer Duty Whilst this isn't a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring that the customer is at the heart of the Data Science and AI strategy, roadmap and plans created.# About You Qualifications Degree in an analytical discipline (e.g. statistics, computer science, maths) or evidence of equivalent practical experience Professional certifications (e.g., CDMP, CIPP/E, AI Ethics certifications) preferred. Knowledge Deep understanding of data governance frameworks (e.g. DAMA-DMBOK) and AI ethics principles. Strong understanding of data management concepts (e.g. data lineage, data architecture) Strong knowledge of regulatory requirements (GDPR, AI Act, FCA Guidelines UK Reg Framework etc.). Expertise in data management policies, metadata, and data quality practices. Expertise in AI/ML lifecycle (MLOps, LLMOps ), model risk management, and bias mitigation techniques. Knowledge of traditional and LLM based model evaluation, prompt governance (secure prompt design, versioning and control) and explainable AI techniques (e.g., SHAP, LIME) Experience Extensive experience in data governance leadership roles Experience of defining and implementing data governance framework and associated policies, standards and controls Background in data management, analytics, or technology risk. Experience in AI governance & responsible AI initiatives (e.g., EU AI Act compliance, LLM model cards) Expertise in model evaluation framework and performance analysis (Confusion Matrix, Recall, Precision, MAP, NDCG, LLM-as-a-Judge, ROUGE, BLEU, faithfulness, hallucination detection). Experience in regulated industries (financial services, healthcare, etc.) Skills Strategic thinking, problem solving with the ability to balance compliance and innovation Excellent leadership, communication and relationship building skills with an ability to influence as well as exert authority Collaborative, inclusive and engaging style with an ability to communicate technical and non-technical information to all levels in the organisation Ability to translate complex AI governance concepts (bias, fairness, explainability) into actionable policies and clear guidance for stakeholders. Strong capability to design and operationalise governance frameworks for data and AI models across their lifecycle, ensuring ethical and compliant deployment. Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare
Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in either Birmingham or Manchester. You will be responsible for assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business. You will instil a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme. This is a core management support role within the Private Bank and Wealth Management, providing overall support to the business head with regards to sales and suitability framework. The individual will foster a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems. Essential Skills/Basic Qualifications A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc) Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively Desirable Skills/Preferred Qualifications Relevant supervisory experience across the UK market Educated to degree level or above Proven ability to establish and sustain clear operational process for teams of people You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role may be located out of Birmingham or Manchester. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information,management of contracts and agreements,and preparation of reports,presentations,and other materials. Coordination of schedules for relationship managers and clients,ensuring efficient time management and smooth communication. Processing of transactions,management of expense reports,and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends,competitor offerings,and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data,preparation of reports on portfolio performance,and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone,email,and other channels,relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits,withdrawals,transfers,bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures,explanation of account terms and conditions,and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances,statements,transactions,fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escape breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jan 09, 2026
Full time
Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in either Birmingham or Manchester. You will be responsible for assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business. You will instil a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme. This is a core management support role within the Private Bank and Wealth Management, providing overall support to the business head with regards to sales and suitability framework. The individual will foster a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems. Essential Skills/Basic Qualifications A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc) Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively Desirable Skills/Preferred Qualifications Relevant supervisory experience across the UK market Educated to degree level or above Proven ability to establish and sustain clear operational process for teams of people You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role may be located out of Birmingham or Manchester. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information,management of contracts and agreements,and preparation of reports,presentations,and other materials. Coordination of schedules for relationship managers and clients,ensuring efficient time management and smooth communication. Processing of transactions,management of expense reports,and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends,competitor offerings,and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data,preparation of reports on portfolio performance,and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone,email,and other channels,relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits,withdrawals,transfers,bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures,explanation of account terms and conditions,and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances,statements,transactions,fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escape breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
About MSI MSI Reproductive Choices is one of the world s leading providers of sexual and reproductive healthcare. We believe that everyone should have the right to choose. From contraception to safe abortion and life-saving post-abortion care, we are committed to delivering compassionate, affordable, high-quality services for all. Today, our organisation has almost 9,000 team members working in 36 countries across the world. Our success lies in the fact that MSI teams are locally led, entrepreneurial and results-driven, and are passionate about delivering high quality, client-centred care in their own communities. As a social business, we focus on sustainable delivery, efficiency, and funding models that are built to last, so that the women and girls we serve today will have a choice in the future too. We know that access to reproductive choice is life changing. For some, it can mean the ability to complete an education or start a career. For others, it means being able to look after the family they already have. For everyone, it means the freedom to decide their own future, creating a fairer, more equal world. About the Role MSI seeks a Global Programmes and Philanthropy (GPP) Manager to support the management of a large-scale five-year multi country programme funded by the Children s Investment Fund Foundation (CIFF). The Manager will be responsible for supporting The Challenge Fund Programme (), a $100m programme with global and bilateral investments from CIFF to advance sexual and reproductive health services and increase modern contraceptive prevalence in six countries across West and Central Africa. Working in the Challenge Fund programme team (composed of a Head of Challenge Fund, another GPP Manager and two GPP Advisers), the GPP Manager will actively support the Niger and DRC Country Programmes and partners implementation, ensuring delivery of agreed deliverables (including payment by results KPIs) for the Challenge Fund Programme. In addition and given the strong focus on co-funding of this investment, the Manager will be responsible to support the Niger country programme with their programme funded by the Gates foundation. They also work very closely with other relevant donor teams, International Operations and Technical services departments to ensure MSI and donor priorities are reflected in programmes and learning agenda. The Manager will play a critical role in donor relationship management including effective and timely reporting and serve as an important internal resource and donor champion . This is an exciting and internally high-profile role that requires excellent financial and data analysis skills, strong communication and facilitation skills, analytical and problem-solving skills, excellent ability to work across teams to deliver results, and great attention to detail. This role and programme team is part of the broader team supporting CIFF investments. The team oversees the technical design and execution of CIFF investments and is responsible for safeguarding and advancing MSI s relationship with CIFF as a key contributor to achieving MSI s mission. The team provides organizational leadership to ensure that MSI s strategy, policy, systems, and capacities are responsive to donor priorities and investments and that CIFF programming advances the MSI2030 strategy. About You For us, it s vital that every MSI team member believes in and is committed to our organisational mission, vision and values. This means that we will only accept applications from candidates who are unequivocally pro-choice. Our values act as guiding principles, providing us with a clear direction. They set the tone for how we approach our work, interact with others and align ourselves as One MSI . It s important that our team members truly resonate with our values and demonstrate them consistently, in all that they do. We recruit talented, dynamic individuals with diverse backgrounds who share our mission and are focused on delivering measurable results. As an equal opportunity employer, we are committed to fostering an inclusive workplace where everyone can participate and contribute meaningfully. We value open-mindedness, curiosity, resilience, and a solutions-oriented mindset, alongside a commitment to promoting equality and safeguarding the welfare of both team members and clients. We seek exceptional communicators who are self-motivated, solutions-driven, and aligned with MSI s mission and entrepreneurial mindset. You should be dedicated to driving social change in an environment focused on sustainable impact, both locally and globally, and comfortable working with diverse teams in an ambiguous setting. To perform this role, you ll need the following skills: Proven ability to liaise effectively with and collaborate with diverse stakeholders, including global, regional, national, local, public, and private partners. Excellent skills in communicating evidence, excellent facilitation skills with proven ability to synthesize complex technical component into easy-to-understand briefs or presentation. Demonstrated ability to establish and maintain effective relationships across cross cultural settings to achieve mutual objectives and maximise opportunities. Exceptional problem-solving abilities and demonstrated confidence in handling difficult situations. Demonstrated ability to meet deadlines, perform under pressure and reputation for consistently delivering results to a high standard. Be data-literate with an attention for details. Able to analyse and interpret datasets and spot trends. Fluent English and French oral and written communication skills. Good Excel proficiency To perform this role, you ll need the following experience: Experience of managing CIFF or Gates Foundation donor-funded projects preferable, or large restricted foundations/government/institutional donor (multi-country desirable), including project monitoring and reporting against payment deliverables, proactive risk management and escalation (essential) Experience in writing and editing reports, or externally facing project information for donors or other external stakeholders (essential) Financial management experience including budgeting, budget tracking and financial performance analysis (essential) Demonstrable experience managing complex relationships across organisations and across countries (essential) Experience in delivering capacity building support and skills development of others in either a technical area or project management skills, in order to meet project deliverables (essential) Understanding of the sexual and reproductive health and family planning fields (desirable) Formal education/qualification Educated to degree-level essential, master s degree desirable. Please see the job description on our website. Location: London, UK (minimum of 2 days per week in the office) or any country programme where MSI operates in. Full-time: 35 hours a week, Monday to Friday. Contract type: 12-month fixed term contract (maternity cover). Salary : £40,000 - £51,000 per annum for UK based candidates, for all other country programmes the salary will be banded within the national local context. Salary band: BG 9 Closing date: 22nd January 2026 (midnight GMT ). Interviews may take place before this date for exceptional candidates. For internal employees applying from an MSI country programme, the role will be positioned within the existing salary structure of the country. Local terms and conditions of the country will apply.
Jan 09, 2026
Full time
About MSI MSI Reproductive Choices is one of the world s leading providers of sexual and reproductive healthcare. We believe that everyone should have the right to choose. From contraception to safe abortion and life-saving post-abortion care, we are committed to delivering compassionate, affordable, high-quality services for all. Today, our organisation has almost 9,000 team members working in 36 countries across the world. Our success lies in the fact that MSI teams are locally led, entrepreneurial and results-driven, and are passionate about delivering high quality, client-centred care in their own communities. As a social business, we focus on sustainable delivery, efficiency, and funding models that are built to last, so that the women and girls we serve today will have a choice in the future too. We know that access to reproductive choice is life changing. For some, it can mean the ability to complete an education or start a career. For others, it means being able to look after the family they already have. For everyone, it means the freedom to decide their own future, creating a fairer, more equal world. About the Role MSI seeks a Global Programmes and Philanthropy (GPP) Manager to support the management of a large-scale five-year multi country programme funded by the Children s Investment Fund Foundation (CIFF). The Manager will be responsible for supporting The Challenge Fund Programme (), a $100m programme with global and bilateral investments from CIFF to advance sexual and reproductive health services and increase modern contraceptive prevalence in six countries across West and Central Africa. Working in the Challenge Fund programme team (composed of a Head of Challenge Fund, another GPP Manager and two GPP Advisers), the GPP Manager will actively support the Niger and DRC Country Programmes and partners implementation, ensuring delivery of agreed deliverables (including payment by results KPIs) for the Challenge Fund Programme. In addition and given the strong focus on co-funding of this investment, the Manager will be responsible to support the Niger country programme with their programme funded by the Gates foundation. They also work very closely with other relevant donor teams, International Operations and Technical services departments to ensure MSI and donor priorities are reflected in programmes and learning agenda. The Manager will play a critical role in donor relationship management including effective and timely reporting and serve as an important internal resource and donor champion . This is an exciting and internally high-profile role that requires excellent financial and data analysis skills, strong communication and facilitation skills, analytical and problem-solving skills, excellent ability to work across teams to deliver results, and great attention to detail. This role and programme team is part of the broader team supporting CIFF investments. The team oversees the technical design and execution of CIFF investments and is responsible for safeguarding and advancing MSI s relationship with CIFF as a key contributor to achieving MSI s mission. The team provides organizational leadership to ensure that MSI s strategy, policy, systems, and capacities are responsive to donor priorities and investments and that CIFF programming advances the MSI2030 strategy. About You For us, it s vital that every MSI team member believes in and is committed to our organisational mission, vision and values. This means that we will only accept applications from candidates who are unequivocally pro-choice. Our values act as guiding principles, providing us with a clear direction. They set the tone for how we approach our work, interact with others and align ourselves as One MSI . It s important that our team members truly resonate with our values and demonstrate them consistently, in all that they do. We recruit talented, dynamic individuals with diverse backgrounds who share our mission and are focused on delivering measurable results. As an equal opportunity employer, we are committed to fostering an inclusive workplace where everyone can participate and contribute meaningfully. We value open-mindedness, curiosity, resilience, and a solutions-oriented mindset, alongside a commitment to promoting equality and safeguarding the welfare of both team members and clients. We seek exceptional communicators who are self-motivated, solutions-driven, and aligned with MSI s mission and entrepreneurial mindset. You should be dedicated to driving social change in an environment focused on sustainable impact, both locally and globally, and comfortable working with diverse teams in an ambiguous setting. To perform this role, you ll need the following skills: Proven ability to liaise effectively with and collaborate with diverse stakeholders, including global, regional, national, local, public, and private partners. Excellent skills in communicating evidence, excellent facilitation skills with proven ability to synthesize complex technical component into easy-to-understand briefs or presentation. Demonstrated ability to establish and maintain effective relationships across cross cultural settings to achieve mutual objectives and maximise opportunities. Exceptional problem-solving abilities and demonstrated confidence in handling difficult situations. Demonstrated ability to meet deadlines, perform under pressure and reputation for consistently delivering results to a high standard. Be data-literate with an attention for details. Able to analyse and interpret datasets and spot trends. Fluent English and French oral and written communication skills. Good Excel proficiency To perform this role, you ll need the following experience: Experience of managing CIFF or Gates Foundation donor-funded projects preferable, or large restricted foundations/government/institutional donor (multi-country desirable), including project monitoring and reporting against payment deliverables, proactive risk management and escalation (essential) Experience in writing and editing reports, or externally facing project information for donors or other external stakeholders (essential) Financial management experience including budgeting, budget tracking and financial performance analysis (essential) Demonstrable experience managing complex relationships across organisations and across countries (essential) Experience in delivering capacity building support and skills development of others in either a technical area or project management skills, in order to meet project deliverables (essential) Understanding of the sexual and reproductive health and family planning fields (desirable) Formal education/qualification Educated to degree-level essential, master s degree desirable. Please see the job description on our website. Location: London, UK (minimum of 2 days per week in the office) or any country programme where MSI operates in. Full-time: 35 hours a week, Monday to Friday. Contract type: 12-month fixed term contract (maternity cover). Salary : £40,000 - £51,000 per annum for UK based candidates, for all other country programmes the salary will be banded within the national local context. Salary band: BG 9 Closing date: 22nd January 2026 (midnight GMT ). Interviews may take place before this date for exceptional candidates. For internal employees applying from an MSI country programme, the role will be positioned within the existing salary structure of the country. Local terms and conditions of the country will apply.
Senior Legal Adviser Permanent Full time Home based - occasional attendance at South or Midlands offices (Bristol / Hook / Birmingham) (1 day pw) Competitive salaries and excellent benefits including up to one day's paid leave each year to undertake volunteering opportunities (url removed)> Make UK is the UK's leading trade body for the manufacturing and engineering sector. Collectively we represent 20,000 companies of all sizes, from start-ups to multinationals, across engineering, manufacturing, technology and the wider industrial sector. We provide a complete range of employment law advice, training, and HR services, working closely with our members to deliver tailored consultancy support that meets their specific business needs. With nearly 130 years of experience, we have been supporting businesses by staying at the forefront of employment law and HR best practices. Our consultants bring senior and executive legal and HR experience from diverse industries. They offer best practice solutions backed by commercial insight gained from years in both private and public sectors. We are seeking an Employment Lawyer to join us a Senior Legal Adviser in the South of England, working with a portfolio of clients to offer pragmatic consultancy in a range of employment enquiries. Key Responsibilities: Provide comprehensive and timely employment law and employee relations advice via in-person meetings, phone calls (including the National Advice Line), and written correspondence. Manage employment litigation in the Employment Tribunal from start to finish, including advocacy (with training available). Draft and scrutinize contracts of employment, policies, procedures, and other employment-related documents. Present engaging seminars on employment law and employee relations topics. Maintain a high standard of professional knowledge through continuous research and training. Ensure compliance with office procedures for work coordination and monitoring. Assist the Head of HR & Legal as required. Collaborate with other business units to support member recruitment and retention. Identify opportunities for additional fee-paying work for Make UK and assist in their procurement. Undertake other relevant tasks to achieve the overall objectives of Make UK. Qualifications & Experience: Substantial PQE in employment law. Experience advising clients on employment law, employee relations, and HR matters. Proven track record in handling tribunal cases with minimal supervision. Advocacy experience in Employment Tribunals is an advantage. Skills: Ability to provide practical, commercial employment law advice. Strong analytical skills to explain complex issues clearly and succinctly. Ability to put clients at ease and build rapport. Resilience under pressure and ability to meet deadlines. Excellent negotiation skills and teamwork capabilities. Business and Industry Knowledge: Familiarity with the manufacturing sector is advantageous. Experience with trade unions is a plus. Proficient in time and advice recording. With over 125 years of experience, Make UK is a leading provider of essential business support and a champion for manufacturing industry in the UK. Make UK has the close ear of Government and is a trusted provider of essential services for world leading manufacturing companies across the country. Everything we do is designed to inspire British manufacturers to compete, innovate and grow. Make UK staff enjoy a good benefits package and values a diverse workforce and welcomes applications from all sections of the community. Benefits to include, but not limited to: Free parking, meal service on site, no bank holiday/weekend work, flexible hours, health cover, matched pension contributions up to 8%, and life assurance. We are committed to supporting the Armed Forces Community and we recognise the contribution that Service personnel, both regular and reservist, veterans and military families make to our organisation and have pledged to support this by signing up to the Armed Forces Covenant. Our Values at Make UK: Inclusivity & Diversity, Integrity, Innovation, & Collaboration
Jan 08, 2026
Full time
Senior Legal Adviser Permanent Full time Home based - occasional attendance at South or Midlands offices (Bristol / Hook / Birmingham) (1 day pw) Competitive salaries and excellent benefits including up to one day's paid leave each year to undertake volunteering opportunities (url removed)> Make UK is the UK's leading trade body for the manufacturing and engineering sector. Collectively we represent 20,000 companies of all sizes, from start-ups to multinationals, across engineering, manufacturing, technology and the wider industrial sector. We provide a complete range of employment law advice, training, and HR services, working closely with our members to deliver tailored consultancy support that meets their specific business needs. With nearly 130 years of experience, we have been supporting businesses by staying at the forefront of employment law and HR best practices. Our consultants bring senior and executive legal and HR experience from diverse industries. They offer best practice solutions backed by commercial insight gained from years in both private and public sectors. We are seeking an Employment Lawyer to join us a Senior Legal Adviser in the South of England, working with a portfolio of clients to offer pragmatic consultancy in a range of employment enquiries. Key Responsibilities: Provide comprehensive and timely employment law and employee relations advice via in-person meetings, phone calls (including the National Advice Line), and written correspondence. Manage employment litigation in the Employment Tribunal from start to finish, including advocacy (with training available). Draft and scrutinize contracts of employment, policies, procedures, and other employment-related documents. Present engaging seminars on employment law and employee relations topics. Maintain a high standard of professional knowledge through continuous research and training. Ensure compliance with office procedures for work coordination and monitoring. Assist the Head of HR & Legal as required. Collaborate with other business units to support member recruitment and retention. Identify opportunities for additional fee-paying work for Make UK and assist in their procurement. Undertake other relevant tasks to achieve the overall objectives of Make UK. Qualifications & Experience: Substantial PQE in employment law. Experience advising clients on employment law, employee relations, and HR matters. Proven track record in handling tribunal cases with minimal supervision. Advocacy experience in Employment Tribunals is an advantage. Skills: Ability to provide practical, commercial employment law advice. Strong analytical skills to explain complex issues clearly and succinctly. Ability to put clients at ease and build rapport. Resilience under pressure and ability to meet deadlines. Excellent negotiation skills and teamwork capabilities. Business and Industry Knowledge: Familiarity with the manufacturing sector is advantageous. Experience with trade unions is a plus. Proficient in time and advice recording. With over 125 years of experience, Make UK is a leading provider of essential business support and a champion for manufacturing industry in the UK. Make UK has the close ear of Government and is a trusted provider of essential services for world leading manufacturing companies across the country. Everything we do is designed to inspire British manufacturers to compete, innovate and grow. Make UK staff enjoy a good benefits package and values a diverse workforce and welcomes applications from all sections of the community. Benefits to include, but not limited to: Free parking, meal service on site, no bank holiday/weekend work, flexible hours, health cover, matched pension contributions up to 8%, and life assurance. We are committed to supporting the Armed Forces Community and we recognise the contribution that Service personnel, both regular and reservist, veterans and military families make to our organisation and have pledged to support this by signing up to the Armed Forces Covenant. Our Values at Make UK: Inclusivity & Diversity, Integrity, Innovation, & Collaboration
Senior Legal Adviser Permanent Full time Home based - occasional attendance at South or Midlands offices (Bristol / Hook / Birmingham) (1 day pw) Competitive salaries and excellent benefits including up to one day's paid leave each year to undertake volunteering opportunities Make UK is the UK's leading trade body for the manufacturing and engineering sector. Collectively we represent 20,000 companies of all sizes, from start-ups to multinationals, across engineering, manufacturing, technology and the wider industrial sector. We provide a complete range of employment law advice, training, and HR services, working closely with our members to deliver tailored consultancy support that meets their specific business needs. With nearly 130 years of experience, we have been supporting businesses by staying at the forefront of employment law and HR best practices. Our consultants bring senior and executive legal and HR experience from diverse industries. They offer best practice solutions backed by commercial insight gained from years in both private and public sectors. We are seeking an Employment Lawyer to join us a Senior Legal Adviser in the South of England, working with a portfolio of clients to offer pragmatic consultancy in a range of employment enquiries. Key Responsibilities: Provide comprehensive and timely employment law and employee relations advice via in-person meetings, phone calls (including the National Advice Line), and written correspondence. Manage employment litigation in the Employment Tribunal from start to finish, including advocacy (with training available). Draft and scrutinize contracts of employment, policies, procedures, and other employment-related documents. Present engaging seminars on employment law and employee relations topics. Maintain a high standard of professional knowledge through continuous research and training. Ensure compliance with office procedures for work coordination and monitoring. Assist the Head of HR & Legal as required. Collaborate with other business units to support member recruitment and retention. Identify opportunities for additional fee-paying work for Make UK and assist in their procurement. Undertake other relevant tasks to achieve the overall objectives of Make UK. Qualifications & Experience: Substantial PQE in employment law. Experience advising clients on employment law, employee relations, and HR matters. Proven track record in handling tribunal cases with minimal supervision. Advocacy experience in Employment Tribunals is an advantage. Skills: Ability to provide practical, commercial employment law advice. Strong analytical skills to explain complex issues clearly and succinctly. Ability to put clients at ease and build rapport. Resilience under pressure and ability to meet deadlines. Excellent negotiation skills and teamwork capabilities. Business and Industry Knowledge: Familiarity with the manufacturing sector is advantageous. Experience with trade unions is a plus. Proficient in time and advice recording. With over 125 years of experience, Make UK is a leading provider of essential business support and a champion for manufacturing industry in the UK. Make UK has the close ear of Government and is a trusted provider of essential services for world leading manufacturing companies across the country. Everything we do is designed to inspire British manufacturers to compete, innovate and grow. Make UK staff enjoy a good benefits package and values a diverse workforce and welcomes applications from all sections of the community. Benefits to include, but not limited to: Free parking, meal service on site, no bank holiday/weekend work, flexible hours, health cover, matched pension contributions up to 8%, and life assurance. We are committed to supporting the Armed Forces Community and we recognise the contribution that Service personnel, both regular and reservist, veterans and military families make to our organisation and have pledged to support this by signing up to the Armed Forces Covenant. Our Values at Make UK: Inclusivity & Diversity, Integrity, Innovation, & Collaboration
Jan 08, 2026
Full time
Senior Legal Adviser Permanent Full time Home based - occasional attendance at South or Midlands offices (Bristol / Hook / Birmingham) (1 day pw) Competitive salaries and excellent benefits including up to one day's paid leave each year to undertake volunteering opportunities Make UK is the UK's leading trade body for the manufacturing and engineering sector. Collectively we represent 20,000 companies of all sizes, from start-ups to multinationals, across engineering, manufacturing, technology and the wider industrial sector. We provide a complete range of employment law advice, training, and HR services, working closely with our members to deliver tailored consultancy support that meets their specific business needs. With nearly 130 years of experience, we have been supporting businesses by staying at the forefront of employment law and HR best practices. Our consultants bring senior and executive legal and HR experience from diverse industries. They offer best practice solutions backed by commercial insight gained from years in both private and public sectors. We are seeking an Employment Lawyer to join us a Senior Legal Adviser in the South of England, working with a portfolio of clients to offer pragmatic consultancy in a range of employment enquiries. Key Responsibilities: Provide comprehensive and timely employment law and employee relations advice via in-person meetings, phone calls (including the National Advice Line), and written correspondence. Manage employment litigation in the Employment Tribunal from start to finish, including advocacy (with training available). Draft and scrutinize contracts of employment, policies, procedures, and other employment-related documents. Present engaging seminars on employment law and employee relations topics. Maintain a high standard of professional knowledge through continuous research and training. Ensure compliance with office procedures for work coordination and monitoring. Assist the Head of HR & Legal as required. Collaborate with other business units to support member recruitment and retention. Identify opportunities for additional fee-paying work for Make UK and assist in their procurement. Undertake other relevant tasks to achieve the overall objectives of Make UK. Qualifications & Experience: Substantial PQE in employment law. Experience advising clients on employment law, employee relations, and HR matters. Proven track record in handling tribunal cases with minimal supervision. Advocacy experience in Employment Tribunals is an advantage. Skills: Ability to provide practical, commercial employment law advice. Strong analytical skills to explain complex issues clearly and succinctly. Ability to put clients at ease and build rapport. Resilience under pressure and ability to meet deadlines. Excellent negotiation skills and teamwork capabilities. Business and Industry Knowledge: Familiarity with the manufacturing sector is advantageous. Experience with trade unions is a plus. Proficient in time and advice recording. With over 125 years of experience, Make UK is a leading provider of essential business support and a champion for manufacturing industry in the UK. Make UK has the close ear of Government and is a trusted provider of essential services for world leading manufacturing companies across the country. Everything we do is designed to inspire British manufacturers to compete, innovate and grow. Make UK staff enjoy a good benefits package and values a diverse workforce and welcomes applications from all sections of the community. Benefits to include, but not limited to: Free parking, meal service on site, no bank holiday/weekend work, flexible hours, health cover, matched pension contributions up to 8%, and life assurance. We are committed to supporting the Armed Forces Community and we recognise the contribution that Service personnel, both regular and reservist, veterans and military families make to our organisation and have pledged to support this by signing up to the Armed Forces Covenant. Our Values at Make UK: Inclusivity & Diversity, Integrity, Innovation, & Collaboration
Start Date: as soon as possible Salary: £60,000 to £65,000 per annum Join UK's top-ranking independent school as an HR Business Partner with a competitive salary and a generous benefits package including gym membership, free lunch during term time, a BUPA cash plan, 10% employer pension contribution, optional on-site accommodation (subject to availability), free or discounted parking in Wimbledon (space permitting), and school fee remission. This is a unique opportunity to drive change, play a key role in HR transformation; leading implementation of new systems, processes and a business partnering function, shaping the future of people strategy across a thriving organisation that includes three schools, a dynamic commercial enterprise, and a growing international network. Interested candidates are encouraged to apply and contribute to this exciting phase of development. Person Specification Strong HR generalist experience with knowledge of UK employment legislation and proven experience of managing employee relations casework. Educated to degree level. Professional qualifications equivalent to CIPD Level 7 will be preferred. Experience in developing EDI strategies and employee wellbeing initiatives to foster an inclusive workplace culture and support diverse needs of staff. Ability to analyse HR data, present findings and influence data-driven change to HR plans, policies and practices. Experience in implementation of robust reward practices including job analysis, grading structure and pay benchmarking. Experience of compliance with safeguarding, safe recruitment requirements and immigration legislation. Experience of developing and updating HR policies, procedures, contracts and other documentation to ensure compliance. Experience of advising and coaching managers to manage difficult situations including disciplinary, grievance, absence, performance and change management matters. Excellent verbal and written communication skills and an ability to communicate effectively to a wide range of audiences. Ability to establish credible relationships with all staff across the school. A track record of successfully finding solutions to challenging circumstances. Strong attention to detail and evidence of timely delivery on agreed outcomes. Strong proficiency in Microsoft Office suite and proven experience with HR, recruitment, and payroll systems. Job Description Advice and support Work closely with heads of department and other relevant staff to proactively identify staff needs and provide appropriate solutions to help meet departmental and school objectives. Play a key role in HR planning to meet short, medium and long-term school and workforce needs. Work with the director of people to improve the overall staff experience, including processes and systems relating to recruitment, onboarding, induction, professional development and performance management. Provide clear and expert advice on best practice, compliance, HR policies and staff data. Coordinate and lead coaching and professional development for members of the HR team to ensure the consistent delivery of a responsive, proactive and professional HR service. Support line managers to develop their knowledge and confidence in all aspects of people management. Compliance Regularly review and update HR policies, documentation and practices, working with the head of compliance and external advisers as appropriate to ensure compliance with legislative and reporting requirements. Ensure the school complies with the requirements of Keeping Children Safe in Education, the Independent School Standards and other relevant guidance in relation to safeguarding and safer recruitment. Ensure up to date training records are maintained for all adults working in the school. Employee relations Manage employee relations cases, including but not limited to matters concerning staff wellbeing, work-life balance, performance, conduct, absence and change management. Take responsibility for end-to-end management of casework in line with legal requirements, best practice guidance and the school's policies and procedures. Staff experience and wellbeing Lead projects to improve key HR processes and offerings, as required, in line with the school's strategy and in response to staff voice. Work with director of people to foster a caring and supportive environment for staff, designing and implementing initiatives to enhance the overall wellbeing of staff Work with the deputy head (teaching and education development), other senior leaders and heads of department to implement learning and professional development activities for staff across the school. Partner with leaders and managers to embed Equality, Diversity and Inclusion across all HR policies and practices to promote a fair and inclusive culture. Lead efforts to measure and improve staff engagement and satisfaction, to ensure all colleagues feel valued, motivated and connected to the school's aims and ethos. Analyse patterns and trends in staff data in order to proactively address potential issues with relevant heads of department and people managers, escalating concerns to the Director of People. Recruitment Develop strategies to help the school to recruit and retain the best talent across leadership, teaching and professional services. Ensure recruitment and selection practices are effective, inclusive, and attract diverse talent. Regularly analyse recruitment data to monitor and improve representation and fairness at every stage of the hiring process. TERMS AND CONDITIONS Full time - 40 hours a week, Monday - Friday with 30 mins unpaid lunch break. Contributory pension scheme Programme of health benefits Free lunch in the Dining Hall during term-time Membership of the King's Sports Club King's is one of the most successful schools in the world, with outstanding academic results, first-class pastoral care and a vibrant co-curriculum. Overlooking Wimbledon Common, the school is situated in one of the most attractive parts of south east England and benefits from exceptional grounds and facilities. To apply for this role, please register your details online via our website (under useful information / career opportunities). Once you have registered your details with us, you can apply for vacancies by logging into the candidate area using your email address and chosen password. You will be asked to fill an online application form, upload a CV and provide a cover letter. Closing date: Wednesday 14th January 2026 at 9.00am Interview dates: Stage 1: w/c 12th January and w/c 19th January (Teams interviews) Stage 2: w/c 19th and w/c 26th January (in-person) Applications will be reviewed on a rolling basis, and interviews are likely to be staged. Early applications are encouraged as we may choose to appoint at any time during the application process. This post is exempt from the Rehabilitation of Offenders Act (ROA) 1974. King's is fully committed to safeguarding and promoting the welfare of children and expects all staff to share this commitment. Applicants will be required to undergo child protection screening appropriate to the post, including checks with past employers and the Disclosure and Barring Service. King's College School is fully committed to the principles of equality, diversity and inclusivity in its recruitment of teaching and support staff.
Jan 08, 2026
Full time
Start Date: as soon as possible Salary: £60,000 to £65,000 per annum Join UK's top-ranking independent school as an HR Business Partner with a competitive salary and a generous benefits package including gym membership, free lunch during term time, a BUPA cash plan, 10% employer pension contribution, optional on-site accommodation (subject to availability), free or discounted parking in Wimbledon (space permitting), and school fee remission. This is a unique opportunity to drive change, play a key role in HR transformation; leading implementation of new systems, processes and a business partnering function, shaping the future of people strategy across a thriving organisation that includes three schools, a dynamic commercial enterprise, and a growing international network. Interested candidates are encouraged to apply and contribute to this exciting phase of development. Person Specification Strong HR generalist experience with knowledge of UK employment legislation and proven experience of managing employee relations casework. Educated to degree level. Professional qualifications equivalent to CIPD Level 7 will be preferred. Experience in developing EDI strategies and employee wellbeing initiatives to foster an inclusive workplace culture and support diverse needs of staff. Ability to analyse HR data, present findings and influence data-driven change to HR plans, policies and practices. Experience in implementation of robust reward practices including job analysis, grading structure and pay benchmarking. Experience of compliance with safeguarding, safe recruitment requirements and immigration legislation. Experience of developing and updating HR policies, procedures, contracts and other documentation to ensure compliance. Experience of advising and coaching managers to manage difficult situations including disciplinary, grievance, absence, performance and change management matters. Excellent verbal and written communication skills and an ability to communicate effectively to a wide range of audiences. Ability to establish credible relationships with all staff across the school. A track record of successfully finding solutions to challenging circumstances. Strong attention to detail and evidence of timely delivery on agreed outcomes. Strong proficiency in Microsoft Office suite and proven experience with HR, recruitment, and payroll systems. Job Description Advice and support Work closely with heads of department and other relevant staff to proactively identify staff needs and provide appropriate solutions to help meet departmental and school objectives. Play a key role in HR planning to meet short, medium and long-term school and workforce needs. Work with the director of people to improve the overall staff experience, including processes and systems relating to recruitment, onboarding, induction, professional development and performance management. Provide clear and expert advice on best practice, compliance, HR policies and staff data. Coordinate and lead coaching and professional development for members of the HR team to ensure the consistent delivery of a responsive, proactive and professional HR service. Support line managers to develop their knowledge and confidence in all aspects of people management. Compliance Regularly review and update HR policies, documentation and practices, working with the head of compliance and external advisers as appropriate to ensure compliance with legislative and reporting requirements. Ensure the school complies with the requirements of Keeping Children Safe in Education, the Independent School Standards and other relevant guidance in relation to safeguarding and safer recruitment. Ensure up to date training records are maintained for all adults working in the school. Employee relations Manage employee relations cases, including but not limited to matters concerning staff wellbeing, work-life balance, performance, conduct, absence and change management. Take responsibility for end-to-end management of casework in line with legal requirements, best practice guidance and the school's policies and procedures. Staff experience and wellbeing Lead projects to improve key HR processes and offerings, as required, in line with the school's strategy and in response to staff voice. Work with director of people to foster a caring and supportive environment for staff, designing and implementing initiatives to enhance the overall wellbeing of staff Work with the deputy head (teaching and education development), other senior leaders and heads of department to implement learning and professional development activities for staff across the school. Partner with leaders and managers to embed Equality, Diversity and Inclusion across all HR policies and practices to promote a fair and inclusive culture. Lead efforts to measure and improve staff engagement and satisfaction, to ensure all colleagues feel valued, motivated and connected to the school's aims and ethos. Analyse patterns and trends in staff data in order to proactively address potential issues with relevant heads of department and people managers, escalating concerns to the Director of People. Recruitment Develop strategies to help the school to recruit and retain the best talent across leadership, teaching and professional services. Ensure recruitment and selection practices are effective, inclusive, and attract diverse talent. Regularly analyse recruitment data to monitor and improve representation and fairness at every stage of the hiring process. TERMS AND CONDITIONS Full time - 40 hours a week, Monday - Friday with 30 mins unpaid lunch break. Contributory pension scheme Programme of health benefits Free lunch in the Dining Hall during term-time Membership of the King's Sports Club King's is one of the most successful schools in the world, with outstanding academic results, first-class pastoral care and a vibrant co-curriculum. Overlooking Wimbledon Common, the school is situated in one of the most attractive parts of south east England and benefits from exceptional grounds and facilities. To apply for this role, please register your details online via our website (under useful information / career opportunities). Once you have registered your details with us, you can apply for vacancies by logging into the candidate area using your email address and chosen password. You will be asked to fill an online application form, upload a CV and provide a cover letter. Closing date: Wednesday 14th January 2026 at 9.00am Interview dates: Stage 1: w/c 12th January and w/c 19th January (Teams interviews) Stage 2: w/c 19th and w/c 26th January (in-person) Applications will be reviewed on a rolling basis, and interviews are likely to be staged. Early applications are encouraged as we may choose to appoint at any time during the application process. This post is exempt from the Rehabilitation of Offenders Act (ROA) 1974. King's is fully committed to safeguarding and promoting the welfare of children and expects all staff to share this commitment. Applicants will be required to undergo child protection screening appropriate to the post, including checks with past employers and the Disclosure and Barring Service. King's College School is fully committed to the principles of equality, diversity and inclusivity in its recruitment of teaching and support staff.
People Policy and Relations Manager Contract: Temporary - 12-month Maternity Leave Cover Hours: Full Time, 37.5 hours per week Location: Pontypridd, with hybrid working opportunities Salary: 41,064 per annum Overview We are working with a large higher-education provider in South Wales who are seeking an experienced and proactive People Policy and Relations Manager to support the development of a positive, inclusive, and resolution-focused workplace culture during a period of maternity leave cover. This role plays a key part in shaping and delivering effective employee relations strategies, ensuring that policies and procedures remain legally compliant, values-driven, and aligned with organisational ethos. Key Responsibilities Lead on the development, review, and implementation of people, policies and procedures that reflect best practice and employment legislation. Monitor upcoming legislative changes (new or amended legislation) and ensure the organisation remains fully and legally compliant. Manage a full spectrum of employee relations casework, including complex and sensitive matters, ensuring timely and fair resolution. Anticipated split is 60% Policy development and compliance; 40% Case Management Promote a proactive and preventative approach to employee relations, fostering open communication and early conflict resolution. Provide expert advice and guidance to managers and key stakeholders across the organisation. Support and develop a small team of Advisers, offering coaching, direction, and professional expertise. Build strong, collaborative relationships with internal stakeholders to enhance organisational culture and working practices. Evaluate and enhance ER practices using feedback, research and best practice to strengthen early resolution and support a respectful, equitable and inclusive work culture. Review post-investigation and disciplinary recommendations and work with People Business Partners to support consistent implementation across faculties and departments. What This Role Offers Impactful Work: A key opportunity to shape a respectful, supportive, and fair workplace environment. Professional Development: The chance to lead on organisation-wide initiatives and contribute to strategic policy development. Collaborative Culture: Work within an inclusive and values-driven People team committed to equitable practice. Staff Benefits: Competitive salary, generous annual leave, and a range of wellbeing-focused staff benefits. Role Requirements: Level 7 CIPD or equivalent senior qualification; or equivalent experience in a relevant HR management role. Significant experience in advising on complex and sensitive employee relations matters as a HR specialist Experience of providing advice to managers on Employee Relations matters (including change management and TUPE), with the ability to analyse and assess risk in advance of providing outcome focused solutions. Have excellent knowledge of legislative requirements, including case law and how to use that when giving advice and guidance For more information about the role, please contact Branwen Johns on (phone number removed) and email a copy of your CV. We are ideally looking for someone who can start mid-late January for this position.
Jan 08, 2026
Contractor
People Policy and Relations Manager Contract: Temporary - 12-month Maternity Leave Cover Hours: Full Time, 37.5 hours per week Location: Pontypridd, with hybrid working opportunities Salary: 41,064 per annum Overview We are working with a large higher-education provider in South Wales who are seeking an experienced and proactive People Policy and Relations Manager to support the development of a positive, inclusive, and resolution-focused workplace culture during a period of maternity leave cover. This role plays a key part in shaping and delivering effective employee relations strategies, ensuring that policies and procedures remain legally compliant, values-driven, and aligned with organisational ethos. Key Responsibilities Lead on the development, review, and implementation of people, policies and procedures that reflect best practice and employment legislation. Monitor upcoming legislative changes (new or amended legislation) and ensure the organisation remains fully and legally compliant. Manage a full spectrum of employee relations casework, including complex and sensitive matters, ensuring timely and fair resolution. Anticipated split is 60% Policy development and compliance; 40% Case Management Promote a proactive and preventative approach to employee relations, fostering open communication and early conflict resolution. Provide expert advice and guidance to managers and key stakeholders across the organisation. Support and develop a small team of Advisers, offering coaching, direction, and professional expertise. Build strong, collaborative relationships with internal stakeholders to enhance organisational culture and working practices. Evaluate and enhance ER practices using feedback, research and best practice to strengthen early resolution and support a respectful, equitable and inclusive work culture. Review post-investigation and disciplinary recommendations and work with People Business Partners to support consistent implementation across faculties and departments. What This Role Offers Impactful Work: A key opportunity to shape a respectful, supportive, and fair workplace environment. Professional Development: The chance to lead on organisation-wide initiatives and contribute to strategic policy development. Collaborative Culture: Work within an inclusive and values-driven People team committed to equitable practice. Staff Benefits: Competitive salary, generous annual leave, and a range of wellbeing-focused staff benefits. Role Requirements: Level 7 CIPD or equivalent senior qualification; or equivalent experience in a relevant HR management role. Significant experience in advising on complex and sensitive employee relations matters as a HR specialist Experience of providing advice to managers on Employee Relations matters (including change management and TUPE), with the ability to analyse and assess risk in advance of providing outcome focused solutions. Have excellent knowledge of legislative requirements, including case law and how to use that when giving advice and guidance For more information about the role, please contact Branwen Johns on (phone number removed) and email a copy of your CV. We are ideally looking for someone who can start mid-late January for this position.
We're now looking for a Compliance Policy Consultant to join our collaborative and high-performing Compliance team. The Compliance Policy Consultant will play an important role for AJ Bell. Theywill assist Compliance Management delivering our core compliance frameworks, ensuring these meet business needs and align with regulatory expectations and industry best practice. What does the job involve? The key responsibilities of the role are as follows: Provide regulatory support and guidance to all areas of the business. Monitor regulatory developments from the FCA and other regulators through horizon scanning, including Consultation Papers, Policy Statements, and other public notices. Prepare and present regulatory summaries for key areas of the business regarding regulatory developments. Provide in depth analysis of FCA regulatory changes, including how they impact the different parts of AJ Bell and then distribute to the relevant business areas. Work with the business units to agree and monitor delivery of actions in relation to gap analyses and impact assessments. Proactively engage key stakeholders and support the Senior Compliance Manager with responses to FCA consultations. Monitor websites from trade associations e.g. TISA, PIMFA to keep up-to-date with industry matters. Represent the compliance function by participating in business project teams as required and highlighting compliance issues and regulatory or conduct risks. Assist with the review and approval of financial promotions and provide challenge to the business where required Assist the Senior Compliance Manager in meeting their other core responsibilities by developing and maintaining procedures to ensure processes are running effectively. Provide support and training to enable the business to achieve its regulatory obligations, including consumer duty and SMCR requirements. Review the work of more junior members of the team, where required. Proactively look for improved ways of working and drive change within the Compliance department. What you'll bring: At least 3 years' previous experience and knowledge of compliance in an FCA regulated firm. Degree and / or appropriate professional qualifications (e.g. CISI) is desirable. Good knowledge and understanding of the FCA Handbooks. Good knowledge of the UK regulatory regime and some awareness of global regulatory trends. Experience of dealing with other areas of the business and Senior Management. Good report writing skills. Commercially aware; able to demonstrate an awareness of the business as a whole and the impact of the team's work on other areas of the business. Good knowledge of MS Office. Effective planning, organisation and time management skills. About us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' forsix consecutive yearsand in 2024 named a Great Place to Work . At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. What we offer: Generous holiday allowance of 25days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 6% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by SimplyHealth Discounted private healthcare scheme and dental plan Free onsite gym Employee Assistance Programme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Ongoing technical training Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
Jan 08, 2026
Full time
We're now looking for a Compliance Policy Consultant to join our collaborative and high-performing Compliance team. The Compliance Policy Consultant will play an important role for AJ Bell. Theywill assist Compliance Management delivering our core compliance frameworks, ensuring these meet business needs and align with regulatory expectations and industry best practice. What does the job involve? The key responsibilities of the role are as follows: Provide regulatory support and guidance to all areas of the business. Monitor regulatory developments from the FCA and other regulators through horizon scanning, including Consultation Papers, Policy Statements, and other public notices. Prepare and present regulatory summaries for key areas of the business regarding regulatory developments. Provide in depth analysis of FCA regulatory changes, including how they impact the different parts of AJ Bell and then distribute to the relevant business areas. Work with the business units to agree and monitor delivery of actions in relation to gap analyses and impact assessments. Proactively engage key stakeholders and support the Senior Compliance Manager with responses to FCA consultations. Monitor websites from trade associations e.g. TISA, PIMFA to keep up-to-date with industry matters. Represent the compliance function by participating in business project teams as required and highlighting compliance issues and regulatory or conduct risks. Assist with the review and approval of financial promotions and provide challenge to the business where required Assist the Senior Compliance Manager in meeting their other core responsibilities by developing and maintaining procedures to ensure processes are running effectively. Provide support and training to enable the business to achieve its regulatory obligations, including consumer duty and SMCR requirements. Review the work of more junior members of the team, where required. Proactively look for improved ways of working and drive change within the Compliance department. What you'll bring: At least 3 years' previous experience and knowledge of compliance in an FCA regulated firm. Degree and / or appropriate professional qualifications (e.g. CISI) is desirable. Good knowledge and understanding of the FCA Handbooks. Good knowledge of the UK regulatory regime and some awareness of global regulatory trends. Experience of dealing with other areas of the business and Senior Management. Good report writing skills. Commercially aware; able to demonstrate an awareness of the business as a whole and the impact of the team's work on other areas of the business. Good knowledge of MS Office. Effective planning, organisation and time management skills. About us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' forsix consecutive yearsand in 2024 named a Great Place to Work . At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. What we offer: Generous holiday allowance of 25days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 6% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by SimplyHealth Discounted private healthcare scheme and dental plan Free onsite gym Employee Assistance Programme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Ongoing technical training Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
Denmark Investment Banking - Associate or Senior Analyst page is loaded Denmark Investment Banking - Associate or Senior Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR014406Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Overview of Role In our Global Advisory division, we provide impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs, and governments. We design and execute strategic M&A and financing solutions for our clients and act as a trusted partner, taking a long-term and independent view on the challenges they face.In Denmark, we have a long-standing and excellent track record and have advised on many of the market's landmark transactions in recent years. Our clients include the market's premier clients across private equity, corporates, as well as foundations/families and entrepreneurs. We advise local clients on their international M&A and financing (equity as well as debt) agenda across the world, as well as international clients on transactions into the local market.Our dedicated Danish Team consists of seven high-calibre professionals based in London and Copenhagen, working closely with our global sector and product teams, as well as our 25+ employees office in Stockholm. The team is looking to expand with an Associate or Senior Analyst, to be based in London. Driven by the size and flat organisation of the team, junior team members are offered significant responsibility and exposure from day one in a highly dynamic environment. Responsibilities Being an integrated part of the team's origination and execution of M&A and financing transactions, including participation in internal and external meetings Developing and maintaining standard or bespoke financial models with support from colleagues Preparing valuation analyses to support client advice including LBO, DCF and trading and transaction comparables Managing workstreams on transactions in close collaboration with senior and junior colleagues Drafting marketing materials including information memoranda and management presentations Researching relevant industries to support the team's marketing initiatives Supporting the team in coordinating transaction processes both internally, with other advisers and with clients Education and Qualifications Strong academic credentials within Finance, Economics or similar MSc and/or BSc degree from a leading Danish or international university Experience, Skills and Competencies Required Native in Danish and fluent in English Genuine interest in corporate finance and M&A in particular, in particular in the Nordics Solid experience from a leading local or international investment bank Very strong analytical and numerical skills Excellent computer skills including MS Office (Word, Excel, PowerPoint) Excellent communication and teamwork capabilities Diligent and committed to excellence Attention to detail, ability to handle multiple tasks simultaneously and sound organisation of work Ambitious, driven and capable of delivering results while working under tight deadlines Certified role status : Yes Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent. One reason for the long-term success of our business is the importance we place on being principledIt is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in returnOur teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients
Jan 07, 2026
Full time
Denmark Investment Banking - Associate or Senior Analyst page is loaded Denmark Investment Banking - Associate or Senior Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR014406Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Overview of Role In our Global Advisory division, we provide impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs, and governments. We design and execute strategic M&A and financing solutions for our clients and act as a trusted partner, taking a long-term and independent view on the challenges they face.In Denmark, we have a long-standing and excellent track record and have advised on many of the market's landmark transactions in recent years. Our clients include the market's premier clients across private equity, corporates, as well as foundations/families and entrepreneurs. We advise local clients on their international M&A and financing (equity as well as debt) agenda across the world, as well as international clients on transactions into the local market.Our dedicated Danish Team consists of seven high-calibre professionals based in London and Copenhagen, working closely with our global sector and product teams, as well as our 25+ employees office in Stockholm. The team is looking to expand with an Associate or Senior Analyst, to be based in London. Driven by the size and flat organisation of the team, junior team members are offered significant responsibility and exposure from day one in a highly dynamic environment. Responsibilities Being an integrated part of the team's origination and execution of M&A and financing transactions, including participation in internal and external meetings Developing and maintaining standard or bespoke financial models with support from colleagues Preparing valuation analyses to support client advice including LBO, DCF and trading and transaction comparables Managing workstreams on transactions in close collaboration with senior and junior colleagues Drafting marketing materials including information memoranda and management presentations Researching relevant industries to support the team's marketing initiatives Supporting the team in coordinating transaction processes both internally, with other advisers and with clients Education and Qualifications Strong academic credentials within Finance, Economics or similar MSc and/or BSc degree from a leading Danish or international university Experience, Skills and Competencies Required Native in Danish and fluent in English Genuine interest in corporate finance and M&A in particular, in particular in the Nordics Solid experience from a leading local or international investment bank Very strong analytical and numerical skills Excellent computer skills including MS Office (Word, Excel, PowerPoint) Excellent communication and teamwork capabilities Diligent and committed to excellence Attention to detail, ability to handle multiple tasks simultaneously and sound organisation of work Ambitious, driven and capable of delivering results while working under tight deadlines Certified role status : Yes Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent. One reason for the long-term success of our business is the importance we place on being principledIt is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in returnOur teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients
Client Relationship Manager Wealth Management Taunton £25,000 - £30,000 Full-time, Permanent About the Opportunity We re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team. This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam completion. In this role, you ll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Consultants with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You ll Need to Succeed A desire to progress in a professional financial services environment. Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capacity to manage multiple tasks effectively. A proactive, solutions-focused mindset with a commitment to delivering outstanding service. Willingness to pursue industry qualifications and develop your expertise. What s on Offer? Career Development & Benefits: Annual bonus scheme. 30 days holiday plus bank holidays. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program and access to an onsite commercial gym. Birthday day off and regular company events. Opportunities to contribute to the firm s Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why Apply? This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach.
Jan 07, 2026
Full time
Client Relationship Manager Wealth Management Taunton £25,000 - £30,000 Full-time, Permanent About the Opportunity We re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team. This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam completion. In this role, you ll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Consultants with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You ll Need to Succeed A desire to progress in a professional financial services environment. Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capacity to manage multiple tasks effectively. A proactive, solutions-focused mindset with a commitment to delivering outstanding service. Willingness to pursue industry qualifications and develop your expertise. What s on Offer? Career Development & Benefits: Annual bonus scheme. 30 days holiday plus bank holidays. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program and access to an onsite commercial gym. Birthday day off and regular company events. Opportunities to contribute to the firm s Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why Apply? This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach.
The Operational Resilience team is a first line assurance oversight team who work with colleagues at all levels across the business to understand our business services, their underlying processes and ensure their dependencies are mapped, regularly tested, and reported appropriately. The Operational Resilience Analyst delivers varied programme of work which is documented in the Operational Resilience Plan. As an Operational Resilience Analyst, you will also play a role in ensuring the firm meets its obligations under the FCA's Consumer Duty.Your work will directly support the firm's commitment to delivering good outcomes for customers including ensuring continued resiliency of the assets which we rely on to deliver services to our customers. What does the job involve? The Operational Resilience Analyst is responsible for the delivery of the Operational Resilience objectives as set out in the Operational Resilience Methodology. This is achieved by; Taking ownership of several resilience mapping workbooks and ensuring that they remain current and complete, clearly evidencing where there are contingency gaps. Supports the Operational Resilience Manager to review Impact Tolerances, ensuring relevant metrics are collated, analysed and documented. Leading on the delivery and robust documentation of a broad range of scenario tests, which includes producing delivery slides, running desktop exercises, performing data analysis, and simulation exercises and ensuring all related materials are accurate and complete. Assisting with the design of resilience targets, working with the wider business to ensure that resilience tests are performed where necessary by Technology Services Takes ownership of documenting in-depth lessons learned and vulnerabilities following scenario testing or real disruption and can articulate the findings to a senior audience Maintaining and/or monitoring resilience related policies, procedures and response plans. Producing clear and accurate MI and reporting in various formats each month Assists with the collation and documentation of Third Party Supplier resilience assurance and escalates effectively where there are resilience gaps. What you'll have This role sits within the First Line Assurance Oversight team and is ideal for someone with a strong understanding of our business operations or previous experience in Operational Resilience. The successful candidate will be able to demonstrate the following skills and experience; Minimum of three years' experience in the Financial Services sector within an oversight role or a role which has required meticulous documentation and professionalism. Highly organised with a strong sense of governance Can work independently as well as part of a team Able to communicate proactively and confidently to influence stakeholders across the business Is forward thinking and anticipates deadlines without prompting Has a genuine interest in resilience and strengthening our capabilities and contingency planning Has a strong sense of ownership About us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work . At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. What we offer: Starting holiday entitlement of 25 days, increasing up to 31 days with length of service plus a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 6% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by SimplyHealth Discounted private healthcare scheme and dental plan Free on-site gym providing a wide range of free classes Employee Assistance Programme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Discounted nursery fees at Kids Planet on Exchange Quay Loans for travel season tickets Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Parking at Exchange Quay (Subject to availability) Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above or just want to know more about the company and the role, we'd love to speak to you.
Jan 07, 2026
Full time
The Operational Resilience team is a first line assurance oversight team who work with colleagues at all levels across the business to understand our business services, their underlying processes and ensure their dependencies are mapped, regularly tested, and reported appropriately. The Operational Resilience Analyst delivers varied programme of work which is documented in the Operational Resilience Plan. As an Operational Resilience Analyst, you will also play a role in ensuring the firm meets its obligations under the FCA's Consumer Duty.Your work will directly support the firm's commitment to delivering good outcomes for customers including ensuring continued resiliency of the assets which we rely on to deliver services to our customers. What does the job involve? The Operational Resilience Analyst is responsible for the delivery of the Operational Resilience objectives as set out in the Operational Resilience Methodology. This is achieved by; Taking ownership of several resilience mapping workbooks and ensuring that they remain current and complete, clearly evidencing where there are contingency gaps. Supports the Operational Resilience Manager to review Impact Tolerances, ensuring relevant metrics are collated, analysed and documented. Leading on the delivery and robust documentation of a broad range of scenario tests, which includes producing delivery slides, running desktop exercises, performing data analysis, and simulation exercises and ensuring all related materials are accurate and complete. Assisting with the design of resilience targets, working with the wider business to ensure that resilience tests are performed where necessary by Technology Services Takes ownership of documenting in-depth lessons learned and vulnerabilities following scenario testing or real disruption and can articulate the findings to a senior audience Maintaining and/or monitoring resilience related policies, procedures and response plans. Producing clear and accurate MI and reporting in various formats each month Assists with the collation and documentation of Third Party Supplier resilience assurance and escalates effectively where there are resilience gaps. What you'll have This role sits within the First Line Assurance Oversight team and is ideal for someone with a strong understanding of our business operations or previous experience in Operational Resilience. The successful candidate will be able to demonstrate the following skills and experience; Minimum of three years' experience in the Financial Services sector within an oversight role or a role which has required meticulous documentation and professionalism. Highly organised with a strong sense of governance Can work independently as well as part of a team Able to communicate proactively and confidently to influence stakeholders across the business Is forward thinking and anticipates deadlines without prompting Has a genuine interest in resilience and strengthening our capabilities and contingency planning Has a strong sense of ownership About us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work . At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. What we offer: Starting holiday entitlement of 25 days, increasing up to 31 days with length of service plus a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 6% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by SimplyHealth Discounted private healthcare scheme and dental plan Free on-site gym providing a wide range of free classes Employee Assistance Programme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Discounted nursery fees at Kids Planet on Exchange Quay Loans for travel season tickets Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Parking at Exchange Quay (Subject to availability) Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above or just want to know more about the company and the role, we'd love to speak to you.
Head of Strategic Partnerships page is loaded Head of Strategic Partnershipslocations: Londonposted on: Posted Todayjob requisition id: R-003041 Salary: £101,700 Closing date: Sunday, 18 January 2026 Contract type: Permanent Interview dates: 29 ,30 January and 2 February (1st stage: Remote/Online; 2nd stage: Face to Face) The Wellcome Trust is a global charitable foundation. We improve health for everyone by funding science, leading policy and advocacy campaigns, and building partnerships.We plan to spend £16bn over the next ten years, funding new discoveries in life, health, and wellbeing, and taking on three global health challenges: mental health, infectious disease and climate and health.These challenges need the bold science we support, but they won't be solved by science alone.You will be joining the Government Relations and Strategic Partnerships (GRSP) team, which leads Wellcome's diplomatic efforts, advocates for change globally, and builds the knowledge and partnerships needed to achieve our organisational goals. As Head of Strategic Partnerships, you will provide strategic leadership for Wellcome's partnerships portfolio, setting ambitious goals and driving impactful, co-created collaborations across philanthropic, multilateral, and private sector partners.This is an exciting time to join Strategic Partnerships as we expand our collaborations across sectors to address some of the world's most pressing science and health challenges. You will have the opportunity to develop and test your partnership-building acumen, working closely with teams across Wellcome-especially Solutions Programmes, Policy & Partnerships, Equity, and Corporate Affairs. You'll build and manage impactful collaborations and coalitions with key partner organisations, including multilateral agencies and philanthropic organisations. You will bring external insights and work with senior leaders to deepen relationships with key partners, ensuring that the research we fund leads to meaningful impact for communities most affected by health challenges.As a senior spokesperson and adviser, you will nurture new strategic partners, design and negotiate new collaborations (bilaterally or in coalitions), and implement large-scale partnerships in close consultation with cross-Wellcome teams. You will also lead and motivate a high-performing team of partnership professionals, ensuring their skills and capabilities are maximised. Your role will involve developing and overseeing team strategy, budget, and partnership management processes, as well as providing guidance to leaders across Wellcome, particularly in the Solutions, Discovery, Policy & Partnerships, and CEO's Office teams.You will be expected to stay abreast of trends in global health, philanthropy, and the private sector, identifying opportunities for Wellcome to innovate and act as a sector leader. You will contribute to a diverse and inclusive culture across the organisation, encouraging collaboration and effective communication, and deputise for the Associate Director when required.As Head of Strategic Partnerships, you will be: Leading the strategic development and delivery of Wellcome's partnership goals, working collaboratively across all departments to maximise our impact on global science and health challenges. Building, managing, and inspiring a high-performing team of partnership professionals, fostering an inclusive environment where everyone's skills and contributions are valued and developed. Developing and overseeing team strategy, budgets, and partnership management processes, ensuring strong foundations for effective and innovative collaborations. Acting as a senior spokesperson and adviser, nurturing new and existing strategic partnerships with multilateral agencies, philanthropic organisations, and other partners, and negotiating impactful collaborations. Providing expert guidance to leaders across Wellcome, proactively engaging with colleagues to align partnership activities with our organisational strategy and vision. Championing diversity, equity, and inclusion in all partnership activities, and contributing to a positive, collaborative culture across Wellcome.If you have a proven track record of leading strategic partnerships internationally and significant expertise in global health, philanthropy, or the private sector, this role could be a great fit for you. We're looking for an excellent communicator and inclusive team leader, confident working across cultures and with diverse stakeholders in complex environments. If you thrive on building impactful collaborations and driving ambitious outcomes, we'd love to hear from you.To apply for this role please submit an update CV and answer 2 application questions to demonstrate that you meet the minimum requirements for the role. Minimum Criteria: Experience of leading strategic partnerships work internationally, across countries and cultures Significant expertise in one or more of the following sectors - philanthropic partnerships, multilateral partnerships and/or private sector partnerships. Significant experience of working in global health, healthcare, research, and/ or international development sectors Sound experience of successfully building, leading and developing a diverse and high-performing team of partnerships professionalsYou can view the full on our websiteYou can read more about the benefits we offer our employees on our Our Hybrid Way of Working We understand that our colleagues have commitments and personal interests outside of work and we strive to build a flexible working environment, in which people can perform at their best.At Wellcome we have a hybrid way of working which is 3 days in our Euston Road offices (Tuesday, Wednesday and Thursday) with the remaining 2 days working either remotely or in the office. Diversity and Inclusion is at the heart of everything we do . We are committed to cultivating a fair andinclusiveenvironment, where everyone can be themselves and thrive. We are happy to discuss flexible working options for all roles. We work to ensure that our recruitment processes are as inclusive as possible to everyone. This includesmaking adjustmentsfor people who have a disability or long-term condition.Please visit our for more information on adjustments and accessibility, or contact us . support researchers, we take on big health challenges, we campaign for better science, and we help everyone get involved with science and health research. Wellcome isn't just a supporter of great ideas, it's a great place to work. We offer excellent benefits and help our employees to develop in an open, respectful culture where differences are valued.
Jan 07, 2026
Full time
Head of Strategic Partnerships page is loaded Head of Strategic Partnershipslocations: Londonposted on: Posted Todayjob requisition id: R-003041 Salary: £101,700 Closing date: Sunday, 18 January 2026 Contract type: Permanent Interview dates: 29 ,30 January and 2 February (1st stage: Remote/Online; 2nd stage: Face to Face) The Wellcome Trust is a global charitable foundation. We improve health for everyone by funding science, leading policy and advocacy campaigns, and building partnerships.We plan to spend £16bn over the next ten years, funding new discoveries in life, health, and wellbeing, and taking on three global health challenges: mental health, infectious disease and climate and health.These challenges need the bold science we support, but they won't be solved by science alone.You will be joining the Government Relations and Strategic Partnerships (GRSP) team, which leads Wellcome's diplomatic efforts, advocates for change globally, and builds the knowledge and partnerships needed to achieve our organisational goals. As Head of Strategic Partnerships, you will provide strategic leadership for Wellcome's partnerships portfolio, setting ambitious goals and driving impactful, co-created collaborations across philanthropic, multilateral, and private sector partners.This is an exciting time to join Strategic Partnerships as we expand our collaborations across sectors to address some of the world's most pressing science and health challenges. You will have the opportunity to develop and test your partnership-building acumen, working closely with teams across Wellcome-especially Solutions Programmes, Policy & Partnerships, Equity, and Corporate Affairs. You'll build and manage impactful collaborations and coalitions with key partner organisations, including multilateral agencies and philanthropic organisations. You will bring external insights and work with senior leaders to deepen relationships with key partners, ensuring that the research we fund leads to meaningful impact for communities most affected by health challenges.As a senior spokesperson and adviser, you will nurture new strategic partners, design and negotiate new collaborations (bilaterally or in coalitions), and implement large-scale partnerships in close consultation with cross-Wellcome teams. You will also lead and motivate a high-performing team of partnership professionals, ensuring their skills and capabilities are maximised. Your role will involve developing and overseeing team strategy, budget, and partnership management processes, as well as providing guidance to leaders across Wellcome, particularly in the Solutions, Discovery, Policy & Partnerships, and CEO's Office teams.You will be expected to stay abreast of trends in global health, philanthropy, and the private sector, identifying opportunities for Wellcome to innovate and act as a sector leader. You will contribute to a diverse and inclusive culture across the organisation, encouraging collaboration and effective communication, and deputise for the Associate Director when required.As Head of Strategic Partnerships, you will be: Leading the strategic development and delivery of Wellcome's partnership goals, working collaboratively across all departments to maximise our impact on global science and health challenges. Building, managing, and inspiring a high-performing team of partnership professionals, fostering an inclusive environment where everyone's skills and contributions are valued and developed. Developing and overseeing team strategy, budgets, and partnership management processes, ensuring strong foundations for effective and innovative collaborations. Acting as a senior spokesperson and adviser, nurturing new and existing strategic partnerships with multilateral agencies, philanthropic organisations, and other partners, and negotiating impactful collaborations. Providing expert guidance to leaders across Wellcome, proactively engaging with colleagues to align partnership activities with our organisational strategy and vision. Championing diversity, equity, and inclusion in all partnership activities, and contributing to a positive, collaborative culture across Wellcome.If you have a proven track record of leading strategic partnerships internationally and significant expertise in global health, philanthropy, or the private sector, this role could be a great fit for you. We're looking for an excellent communicator and inclusive team leader, confident working across cultures and with diverse stakeholders in complex environments. If you thrive on building impactful collaborations and driving ambitious outcomes, we'd love to hear from you.To apply for this role please submit an update CV and answer 2 application questions to demonstrate that you meet the minimum requirements for the role. Minimum Criteria: Experience of leading strategic partnerships work internationally, across countries and cultures Significant expertise in one or more of the following sectors - philanthropic partnerships, multilateral partnerships and/or private sector partnerships. Significant experience of working in global health, healthcare, research, and/ or international development sectors Sound experience of successfully building, leading and developing a diverse and high-performing team of partnerships professionalsYou can view the full on our websiteYou can read more about the benefits we offer our employees on our Our Hybrid Way of Working We understand that our colleagues have commitments and personal interests outside of work and we strive to build a flexible working environment, in which people can perform at their best.At Wellcome we have a hybrid way of working which is 3 days in our Euston Road offices (Tuesday, Wednesday and Thursday) with the remaining 2 days working either remotely or in the office. Diversity and Inclusion is at the heart of everything we do . We are committed to cultivating a fair andinclusiveenvironment, where everyone can be themselves and thrive. We are happy to discuss flexible working options for all roles. We work to ensure that our recruitment processes are as inclusive as possible to everyone. This includesmaking adjustmentsfor people who have a disability or long-term condition.Please visit our for more information on adjustments and accessibility, or contact us . support researchers, we take on big health challenges, we campaign for better science, and we help everyone get involved with science and health research. Wellcome isn't just a supporter of great ideas, it's a great place to work. We offer excellent benefits and help our employees to develop in an open, respectful culture where differences are valued.
About your new role Our leading Private Wealth team provides a comprehensive range of legal services for both individuals and businesses/corporations including Charities. We are ranked in both Chambers and Legal 500 and are growing rapidly, reflecting our enviable reputation for advising clients on all their personal legal needs. We are proud to provide a personal, transparent and efficient service by a team which includes fully qualified members of STEP (The Society of Trust and Estate Practitioners) as well as members of Solicitors for the Elderly. Understanding the importance of careful estate planning to help provide for future generations, we offer lifetime and post-death planning to a diverse range of clients. We are currently recruiting for a Private Wealth Lawyer Partner to join our team in Leeds to support the growth and development of the firm's Private Client practice. Main duties and responsibilities Lead and manage existing client relationships with high and ultra-high net worth individuals and families Lead on the development of new business generation Provide expert legal advice on a broad range of private wealth law matters Support and develop team members to enhance client and people engagement Deliver innovative solutions to meet client needs Delegate appropriately to maximise the profitability of the work Expertise recognised within organisation To support segment head/sector lead to deliver client objectives Achieve set financial and chargeable targets/KPIs This list is not intended to be exhaustive, and you will be expected to perform other duties and have other responsibilities that fall within the wider remit of the role. About You STEP qualified Strong business development skills Client following Taking a leading role in the growth of the team Expert knowledge and experience in all aspects of private client law with exposure to a broad range of work If you meet our criteria and think this is a job where you could help on our journey to becoming a Top 30 UK law firm then please get in touch for a confidential conversation. Why work for us Weightmans is a Top 40 law firm with offices throughout the UK. Having been recognised as the leading legal employer and 5th overall employer at the annual Britain's Top Employers awards 2025 and achieved record rankings in Chambers UK. We are proud to be an accredited living wage employer. Click here to find out more about industry recognition for excellence, through our achievements, awards and accreditations. The independent research showed "Weightmans provides exceptional employee conditions, nurtures and develops talent throughout all levels of the organisation." We are truly committed to fostering a culture of equality and diversity, where everyone in the firm is respected and recognised on merit for the work that they do. We strongly encourage applications from people of all ethnicities, genders, sexual orientations and disabilities. Please let us know if you require any reasonable adjustment at any stage of the application process. Please feel free to note your preferred pronouns in your application. Work for a firm where people matter - work for Weightmans - We See the possibility in you. As well as being immensely proud of the work we carry out for our clients and the culture we provide to our people we offer a wide range of Partner benefits including: 33 days' annual leave plus bank holidays (pro-rated for part time) Hybrid working including provision of home office equipment Healthcare cover Health assessments every three years SIPPS contribution for you to invest in your own pension plan Life insurance 4 x salary Income protection scheme Interest free travel loan scheme Employee assistance programme including counselling, legal and consumer advice service Discounted gym membership Dental insurance scheme Technology benefit scheme Offers & discounts Great reward and recognition scheme there are a small number of roles that cannot be performed from home, your Recruitment Adviser can confirm. lateral hires and Legal Director's annual holiday entitlement and benefits will differ from other roles Please note We encourage candidates to speak to us direct/apply direct for the opportunities we have available. Any reference to experience or PQE in our adverts or job descriptions is to be used as a guideline only. We welcome applicants from all backgrounds and with different levels of experience who can demonstrate that they fulfil the requirements of the role. The successful candidate appointed to this role will be subject to our standard background checking process, and any offer of employment made is conditional upon successful completion of those checks. Further details can be obtained from the Recruitment team. We are open to part time/job share applicants. Recruitment agencies (PSL /non-PSL) Weightmans operates a strict 'preferred supplier list' (PSL) and is committed to working closely with the recruitment agencies that feature on that list. As such, Weightmans does not accept speculative or unsolicited CVs, profiles or any other introductions from both our PSL and non-PSL agencies. If a PSL or non-PSL agency chooses to submit a speculative or unsolicited CV, profile, or introduction without instruction from a member of Weightmans' recruitment team, we will reserve the right to treat the introduction as a gift and contact the candidate directly without accepting or entering into the agency's terms nor being liable for a recruitment fee. Eligibility to work in the UK Eligibility to work in the UK will be verified in the final stages of the selection process. All candidates must either already have a right to work in the UK before commencing employment or meet the Home Office criteria for Visa sponsorship. Candidates who require sponsorship should evaluate the Home Office eligibility criteria for a Skilled Worker visa before applying.
Jan 07, 2026
Full time
About your new role Our leading Private Wealth team provides a comprehensive range of legal services for both individuals and businesses/corporations including Charities. We are ranked in both Chambers and Legal 500 and are growing rapidly, reflecting our enviable reputation for advising clients on all their personal legal needs. We are proud to provide a personal, transparent and efficient service by a team which includes fully qualified members of STEP (The Society of Trust and Estate Practitioners) as well as members of Solicitors for the Elderly. Understanding the importance of careful estate planning to help provide for future generations, we offer lifetime and post-death planning to a diverse range of clients. We are currently recruiting for a Private Wealth Lawyer Partner to join our team in Leeds to support the growth and development of the firm's Private Client practice. Main duties and responsibilities Lead and manage existing client relationships with high and ultra-high net worth individuals and families Lead on the development of new business generation Provide expert legal advice on a broad range of private wealth law matters Support and develop team members to enhance client and people engagement Deliver innovative solutions to meet client needs Delegate appropriately to maximise the profitability of the work Expertise recognised within organisation To support segment head/sector lead to deliver client objectives Achieve set financial and chargeable targets/KPIs This list is not intended to be exhaustive, and you will be expected to perform other duties and have other responsibilities that fall within the wider remit of the role. About You STEP qualified Strong business development skills Client following Taking a leading role in the growth of the team Expert knowledge and experience in all aspects of private client law with exposure to a broad range of work If you meet our criteria and think this is a job where you could help on our journey to becoming a Top 30 UK law firm then please get in touch for a confidential conversation. Why work for us Weightmans is a Top 40 law firm with offices throughout the UK. Having been recognised as the leading legal employer and 5th overall employer at the annual Britain's Top Employers awards 2025 and achieved record rankings in Chambers UK. We are proud to be an accredited living wage employer. Click here to find out more about industry recognition for excellence, through our achievements, awards and accreditations. The independent research showed "Weightmans provides exceptional employee conditions, nurtures and develops talent throughout all levels of the organisation." We are truly committed to fostering a culture of equality and diversity, where everyone in the firm is respected and recognised on merit for the work that they do. We strongly encourage applications from people of all ethnicities, genders, sexual orientations and disabilities. Please let us know if you require any reasonable adjustment at any stage of the application process. Please feel free to note your preferred pronouns in your application. Work for a firm where people matter - work for Weightmans - We See the possibility in you. As well as being immensely proud of the work we carry out for our clients and the culture we provide to our people we offer a wide range of Partner benefits including: 33 days' annual leave plus bank holidays (pro-rated for part time) Hybrid working including provision of home office equipment Healthcare cover Health assessments every three years SIPPS contribution for you to invest in your own pension plan Life insurance 4 x salary Income protection scheme Interest free travel loan scheme Employee assistance programme including counselling, legal and consumer advice service Discounted gym membership Dental insurance scheme Technology benefit scheme Offers & discounts Great reward and recognition scheme there are a small number of roles that cannot be performed from home, your Recruitment Adviser can confirm. lateral hires and Legal Director's annual holiday entitlement and benefits will differ from other roles Please note We encourage candidates to speak to us direct/apply direct for the opportunities we have available. Any reference to experience or PQE in our adverts or job descriptions is to be used as a guideline only. We welcome applicants from all backgrounds and with different levels of experience who can demonstrate that they fulfil the requirements of the role. The successful candidate appointed to this role will be subject to our standard background checking process, and any offer of employment made is conditional upon successful completion of those checks. Further details can be obtained from the Recruitment team. We are open to part time/job share applicants. Recruitment agencies (PSL /non-PSL) Weightmans operates a strict 'preferred supplier list' (PSL) and is committed to working closely with the recruitment agencies that feature on that list. As such, Weightmans does not accept speculative or unsolicited CVs, profiles or any other introductions from both our PSL and non-PSL agencies. If a PSL or non-PSL agency chooses to submit a speculative or unsolicited CV, profile, or introduction without instruction from a member of Weightmans' recruitment team, we will reserve the right to treat the introduction as a gift and contact the candidate directly without accepting or entering into the agency's terms nor being liable for a recruitment fee. Eligibility to work in the UK Eligibility to work in the UK will be verified in the final stages of the selection process. All candidates must either already have a right to work in the UK before commencing employment or meet the Home Office criteria for Visa sponsorship. Candidates who require sponsorship should evaluate the Home Office eligibility criteria for a Skilled Worker visa before applying.
Legal, Investment Banking Lawyer, Executive Director, London location_on London, Greater London, England, United Kingdom OUR IMPACT We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intellectual property rights that show our commitment to clients, shareholders, and regulators. Whether you're an experienced attorney or a quick learner with a strong interest in financial law coupled with critical thinking skills, our dynamic group might be right for you. YOUR IMPACT An experienced corporate finance and capital markets lawyer is sought to join Goldman Sachs' EMEA Investment Banking Legal team, within the EMEA Legal Division and based in London. Investment Banking Legal provides high quality, value-added legal advice and assistance on all aspects of a wide range of transactions undertaken by the EMEA Investment Banking advisory and M&A businesses and the financing businesses of the EMEA Capital Solutions Group (including, ECM, DCM and lending). The role of IB Legal is dynamic, has evolved over time and is expected to continue to evolve in response to the changing needs of Goldman Sachs's many businesses This is a highly pro-active role in guiding the various business and non-revenue areas on legal, regulatory and execution matters as well as in developing and tracking policy and interpreting, and providing training on, legal and regulatory developments. Substantial interaction with the various business teams and non-revenue teams (including other teams within the Legal Division), as well as significant transactional involvement, will be features of this position. IB Legal acts as an internal legal adviser to the Investment Banking and Capital Solutions Group businesses on all matters, including involvement in a wide range of M&A and equity and debt capital markets transactions and matters outside of the transaction execution context. The judgement and experience of IB Legal members is highly valued, particularly in weighing legal, regulatory, policy, reputational and commercial considerations. IB Legal members are frequently called upon to provide advice and answer questions or to become involved in resolving issues or problems that arise, often in difficult situations involving extreme time pressure and client sensitivity. Significant transactional involvement with various banking teams in deal origination and execution, involving dealing with internal banking clients, outside counsel and other advisers such as accountants, advising on structuring and execution of the transaction, assessing firm legal and reputational risks, reviewing and negotiating documents (including underwriting agreements and engagement letters), identifying and resolving legal, regulatory and policy issues that arise during the course of the transaction. Liaison and co-ordination with other relevant groups throughout the firm, including other teams in the Legal Division, the Conflicts Resolution Group, compliance, regulatory controllers, credit risk, management controls and tax. Playing a key role in responding to legal and regulatory changes (including participation in relevant industry groups) and advising on business practices, policy development and implementation, training and the development and analysis of new products. Responsibility for relationships with external counsel in the investment banking area. QUALIFICATION AND SKILLS 3-5 years qualification or equivalent Language abilities an advantage Experience gained in private practice or in-house advising leading bank(s) involved in the corporate finance market in the UK/Europe Team player with the ability to be pro-active in a dynamic and challenging business environment, whilst adhering to firm policies and practices ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Child Care & Family Care We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer.
Jan 06, 2026
Full time
Legal, Investment Banking Lawyer, Executive Director, London location_on London, Greater London, England, United Kingdom OUR IMPACT We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intellectual property rights that show our commitment to clients, shareholders, and regulators. Whether you're an experienced attorney or a quick learner with a strong interest in financial law coupled with critical thinking skills, our dynamic group might be right for you. YOUR IMPACT An experienced corporate finance and capital markets lawyer is sought to join Goldman Sachs' EMEA Investment Banking Legal team, within the EMEA Legal Division and based in London. Investment Banking Legal provides high quality, value-added legal advice and assistance on all aspects of a wide range of transactions undertaken by the EMEA Investment Banking advisory and M&A businesses and the financing businesses of the EMEA Capital Solutions Group (including, ECM, DCM and lending). The role of IB Legal is dynamic, has evolved over time and is expected to continue to evolve in response to the changing needs of Goldman Sachs's many businesses This is a highly pro-active role in guiding the various business and non-revenue areas on legal, regulatory and execution matters as well as in developing and tracking policy and interpreting, and providing training on, legal and regulatory developments. Substantial interaction with the various business teams and non-revenue teams (including other teams within the Legal Division), as well as significant transactional involvement, will be features of this position. IB Legal acts as an internal legal adviser to the Investment Banking and Capital Solutions Group businesses on all matters, including involvement in a wide range of M&A and equity and debt capital markets transactions and matters outside of the transaction execution context. The judgement and experience of IB Legal members is highly valued, particularly in weighing legal, regulatory, policy, reputational and commercial considerations. IB Legal members are frequently called upon to provide advice and answer questions or to become involved in resolving issues or problems that arise, often in difficult situations involving extreme time pressure and client sensitivity. Significant transactional involvement with various banking teams in deal origination and execution, involving dealing with internal banking clients, outside counsel and other advisers such as accountants, advising on structuring and execution of the transaction, assessing firm legal and reputational risks, reviewing and negotiating documents (including underwriting agreements and engagement letters), identifying and resolving legal, regulatory and policy issues that arise during the course of the transaction. Liaison and co-ordination with other relevant groups throughout the firm, including other teams in the Legal Division, the Conflicts Resolution Group, compliance, regulatory controllers, credit risk, management controls and tax. Playing a key role in responding to legal and regulatory changes (including participation in relevant industry groups) and advising on business practices, policy development and implementation, training and the development and analysis of new products. Responsibility for relationships with external counsel in the investment banking area. QUALIFICATION AND SKILLS 3-5 years qualification or equivalent Language abilities an advantage Experience gained in private practice or in-house advising leading bank(s) involved in the corporate finance market in the UK/Europe Team player with the ability to be pro-active in a dynamic and challenging business environment, whilst adhering to firm policies and practices ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Child Care & Family Care We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer.
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Jan 06, 2026
Full time
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Overview Charities Lawyer, 5+ PQE, London, £90-120,000 (DOE). Exceptional opportunity to join the dynamic and well-regarded charities team of a leading, national Legal 500 firm. The Role Joining a collaborative and forward-thinking team, you will work on a broad range of matters, including charity law, governance, and regulation. The role involves establishing new charities, drafting governing and policy documents, preparing and reviewing funding and collaboration agreements, and supporting clients with applications with the Charity Commission and Privy Council - in addition to any regulatory issues that may arise. You will also advise on restructures, incorporations, mergers, joint ventures, and charity trading activities. The Candidate The successful candidate will be a qualified Solicitor with at least 5 years' PQE, bringing excellent technical ability and a thorough understanding of charity law, developed within a leading firm with a well-established charity practice or through comparable in-house experience. You will have excellent drafting, communication, and attention-to-detail skills, with a strong client focus and the ability to deliver high-quality service. Organised and proactive, you will build effective client relationships, support colleagues across teams, and contribute to marketing and business development initiatives. You should be comfortable managing tight deadlines and thriving in a fast-paced, dynamic environment. The Firm You will collaborate closely with the partners and wider charity team, supported by a professional support lawyer. The firm is a leading national adviser in the charity sector, trusted by charities and not-for-profit organisations across the country, and are committed to delivering high-quality, practical legal advice to a diverse range of household-name charities, educational institutions, and foundations. Benefits The firm offers an excellent salary and benefits package, including a performance-based bonus, generous pension, and five weeks' annual leave with the option to buy or sell an extra week. Additional benefits include enhanced family-forming pay, income protection after two years' service, life assurance, and access to an employee assistance programme. How to Apply Contact Gemma Jones on or email with your CV or simply call for a confidential discussion. JOB REF: eNL will never share your CV with a third party without your express permission. As part of our candidate care process, we aim to respond to all applications in 7 days. If you have not been contacted within this timescale, your application has been unsuccessful on this occasion. Please note our advertisements use PQE/salary levels purely as a guide. At eNL we value diversity and inclusion. We want to attract people at all levels and encourage applications from all suitably qualified candidates, whatever your ethnicity, religion, age, physical or mental disability, sexual orientation, gender identity or any characteristics protected by law in the jurisdictions in which we operate.
Jan 06, 2026
Full time
Overview Charities Lawyer, 5+ PQE, London, £90-120,000 (DOE). Exceptional opportunity to join the dynamic and well-regarded charities team of a leading, national Legal 500 firm. The Role Joining a collaborative and forward-thinking team, you will work on a broad range of matters, including charity law, governance, and regulation. The role involves establishing new charities, drafting governing and policy documents, preparing and reviewing funding and collaboration agreements, and supporting clients with applications with the Charity Commission and Privy Council - in addition to any regulatory issues that may arise. You will also advise on restructures, incorporations, mergers, joint ventures, and charity trading activities. The Candidate The successful candidate will be a qualified Solicitor with at least 5 years' PQE, bringing excellent technical ability and a thorough understanding of charity law, developed within a leading firm with a well-established charity practice or through comparable in-house experience. You will have excellent drafting, communication, and attention-to-detail skills, with a strong client focus and the ability to deliver high-quality service. Organised and proactive, you will build effective client relationships, support colleagues across teams, and contribute to marketing and business development initiatives. You should be comfortable managing tight deadlines and thriving in a fast-paced, dynamic environment. The Firm You will collaborate closely with the partners and wider charity team, supported by a professional support lawyer. The firm is a leading national adviser in the charity sector, trusted by charities and not-for-profit organisations across the country, and are committed to delivering high-quality, practical legal advice to a diverse range of household-name charities, educational institutions, and foundations. Benefits The firm offers an excellent salary and benefits package, including a performance-based bonus, generous pension, and five weeks' annual leave with the option to buy or sell an extra week. Additional benefits include enhanced family-forming pay, income protection after two years' service, life assurance, and access to an employee assistance programme. How to Apply Contact Gemma Jones on or email with your CV or simply call for a confidential discussion. JOB REF: eNL will never share your CV with a third party without your express permission. As part of our candidate care process, we aim to respond to all applications in 7 days. If you have not been contacted within this timescale, your application has been unsuccessful on this occasion. Please note our advertisements use PQE/salary levels purely as a guide. At eNL we value diversity and inclusion. We want to attract people at all levels and encourage applications from all suitably qualified candidates, whatever your ethnicity, religion, age, physical or mental disability, sexual orientation, gender identity or any characteristics protected by law in the jurisdictions in which we operate.
Are you looking for a new and exciting opportunity to be at the heart of government policy making giving you the opportunity to lead and shape policy in several areas whilst in a supportive environment that encourages innovation, independent thinking and focus on delivering value for the UK taxpayer? If so, we'd love to hear from you ! About the Team The Climate and Environment Team (CET) acts as the focal point for HM Treasury's work on climate change, net zero and nature. The team leads on embedding domestic climate risk, net zero and environmental policy considerations into the work of the department. We work with teams in tax, spending, economics, trade, fiscal, financial services and financial stability to use the range of levers which Treasury controls to ensure the government has affordable and economically efficient plans to achieve its legal commitments under the Climate Change Act 2008 and Environment Act 2021. We advance Treasury interests across some of the biggest policy opportunities and challenges facing the UK including climate mitigation and adaptation, decarbonising heat and buildings, water company regulation, waste sector reform, implementing England's agricultural transition plan and reforming our domestic environment policy. The team leads engagement with and spending control for the Department for Environment, Food and Rural Affairs (Defra) and works closely with the Department for Energy Security and Net Zero (DESNZ), Cabinet Office and No10 on the government's overall climate change strategy and plan. We also support international colleagues in their efforts to galvanise global action on climate and nature. About the Job In this role, you will: Lead on the delivery of the Environment Act Framework and Defra's contribution to net zero in line with HMT's objectives. You will lead engagement with Defra to enable the economically efficient and affordable delivery of environmental targets and goals, as well as decarbonisation of Defra sectors within HMG's carbon budgets, advising on fiscal and non-fiscal levers. Lead on a number of environmental policy areas including waste and circular economy, trees and peat, air quality, and biodiversity. You will identify and promote HMT interests across a range of policy areas, with spending responsibility for £100s of ms. This will involve developing and maintaining relationships with colleagues in Defra and across Whitehall, working through spending and/or policy issues with autonomy and advising HMT ministers. Lead on scrutinising and supporting Defra's work to increase private finance into nature and adaptation. You will scrutinise and lead on providing spending control of Defra's green finance package and engage with Defra green finance leads to support the mobilisation of additional private finance into nature to support delivery of environmental targets and goals. Responsibilities may evolve in response to business needs, and team members are expected to be flexible to respond to evolving work priorities. About You You do not need to be a policy professional, have any specific qualifications, or prior experience/knowledge of these policy areas to apply for this role. We are looking for people who have the right set of skills for the role, who demonstrate the values of our organisation, and who are motivated to come and work with us on a range of issues that are key to the UK's economic prosperity and resilience. These are stretching posts that will require you to develop expertise within the relevant policy areas. Some of the Benefits our people love! 25 days annual leave (rising to 30 after 5 years), plus 8 public holidays and the King's birthday (unless you have a legacy arrangement as an existing Civil Servant). Additionally, we operate flexitime systems, allowing employees to take up to an additional 2 days off each month Flexible working patterns (part-time, job-share, condensed hours) Generous parental and adoption leave packages Access to a generous Defined Benefit pension scheme with employer contributions of 28.97% Access to a cycle-to-work salary sacrifice scheme and season ticket advances A range of active staff networks, based around interests (e.g. analysts, music society, sports and social club) and diversity For more information about the role and how to apply, please follow the apply link. If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form, or speak to the recruitment team at .
Jan 06, 2026
Full time
Are you looking for a new and exciting opportunity to be at the heart of government policy making giving you the opportunity to lead and shape policy in several areas whilst in a supportive environment that encourages innovation, independent thinking and focus on delivering value for the UK taxpayer? If so, we'd love to hear from you ! About the Team The Climate and Environment Team (CET) acts as the focal point for HM Treasury's work on climate change, net zero and nature. The team leads on embedding domestic climate risk, net zero and environmental policy considerations into the work of the department. We work with teams in tax, spending, economics, trade, fiscal, financial services and financial stability to use the range of levers which Treasury controls to ensure the government has affordable and economically efficient plans to achieve its legal commitments under the Climate Change Act 2008 and Environment Act 2021. We advance Treasury interests across some of the biggest policy opportunities and challenges facing the UK including climate mitigation and adaptation, decarbonising heat and buildings, water company regulation, waste sector reform, implementing England's agricultural transition plan and reforming our domestic environment policy. The team leads engagement with and spending control for the Department for Environment, Food and Rural Affairs (Defra) and works closely with the Department for Energy Security and Net Zero (DESNZ), Cabinet Office and No10 on the government's overall climate change strategy and plan. We also support international colleagues in their efforts to galvanise global action on climate and nature. About the Job In this role, you will: Lead on the delivery of the Environment Act Framework and Defra's contribution to net zero in line with HMT's objectives. You will lead engagement with Defra to enable the economically efficient and affordable delivery of environmental targets and goals, as well as decarbonisation of Defra sectors within HMG's carbon budgets, advising on fiscal and non-fiscal levers. Lead on a number of environmental policy areas including waste and circular economy, trees and peat, air quality, and biodiversity. You will identify and promote HMT interests across a range of policy areas, with spending responsibility for £100s of ms. This will involve developing and maintaining relationships with colleagues in Defra and across Whitehall, working through spending and/or policy issues with autonomy and advising HMT ministers. Lead on scrutinising and supporting Defra's work to increase private finance into nature and adaptation. You will scrutinise and lead on providing spending control of Defra's green finance package and engage with Defra green finance leads to support the mobilisation of additional private finance into nature to support delivery of environmental targets and goals. Responsibilities may evolve in response to business needs, and team members are expected to be flexible to respond to evolving work priorities. About You You do not need to be a policy professional, have any specific qualifications, or prior experience/knowledge of these policy areas to apply for this role. We are looking for people who have the right set of skills for the role, who demonstrate the values of our organisation, and who are motivated to come and work with us on a range of issues that are key to the UK's economic prosperity and resilience. These are stretching posts that will require you to develop expertise within the relevant policy areas. Some of the Benefits our people love! 25 days annual leave (rising to 30 after 5 years), plus 8 public holidays and the King's birthday (unless you have a legacy arrangement as an existing Civil Servant). Additionally, we operate flexitime systems, allowing employees to take up to an additional 2 days off each month Flexible working patterns (part-time, job-share, condensed hours) Generous parental and adoption leave packages Access to a generous Defined Benefit pension scheme with employer contributions of 28.97% Access to a cycle-to-work salary sacrifice scheme and season ticket advances A range of active staff networks, based around interests (e.g. analysts, music society, sports and social club) and diversity For more information about the role and how to apply, please follow the apply link. If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form, or speak to the recruitment team at .
Senior Manager page is loaded Senior Managerlocations: United Kingdom - Manchester: United Kingdom - Liverpooltime type: Full timeposted on: Posted 5 Days Agojob requisition id: R12105Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Senior Managers are responsible for motivating and leading our Financial Advisers and sharing best practice. Managing a team of independent Financial Advisers requires someone with a proven record of leading by example, someone who is skilled at coaching and who has excellent industry knowledge.As a Senior Manager at Chase de Vere, we will give you the platform to work alongside some of the best Advisers in the business. Our teams are made up of experienced Advisers alongside those who are just beginning their career within the industry. It is the role of the Senior Manager to adapt their management style to meet all levels of experience. A successful Senior Manager will have the skills and experience to develop and support Advisers at all stages of their career.We know that the best Advisers are those who remain connected with their clients, building a trusted relationship. Our Senior Managers support and encourage this through regular client observations, focused one to one meetings and feedback and coaching sessions. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage. Significant prior experience in a managerial role, specifically managing Financial Advisers, alongside excellent knowledge and experience of the advisory process. Flexible management and coaching style, enabling you to meet the needs of a team of advisers varying in experience. Proven success as a business leader with commercial acumen and the ability to deliver though others. The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders. WHAT YOUR ROLE WILL INVOLVE You will work closely with their team of Advisers to ensure that each individual is striving to provide the best possible outcomes for their clients. From regular observations, one to one meetings and coaching sessions, to identifying opportunities through data analysis and market research, you will be motivated to ensure each individual in your team is delivering the best possible advice and ongoing service to their clients in a compliant manner. Your day-to-day role Developing objectives and creating business plans for individuals within the team Coaching and mentoring Advisers to ensure business plans are met Taking overall responsibility for achieving cumulative team performance expectations Working closely with Operations and Paraplanning Managers Implementing effective training and development programmes Demonstrating behaviours that are consistent with the FCA's Statement of Principle and Code of Practice for Approved Persons To ensure the effective delivery of the Senior Management and Certification RegimeBy joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Jan 06, 2026
Full time
Senior Manager page is loaded Senior Managerlocations: United Kingdom - Manchester: United Kingdom - Liverpooltime type: Full timeposted on: Posted 5 Days Agojob requisition id: R12105Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Senior Managers are responsible for motivating and leading our Financial Advisers and sharing best practice. Managing a team of independent Financial Advisers requires someone with a proven record of leading by example, someone who is skilled at coaching and who has excellent industry knowledge.As a Senior Manager at Chase de Vere, we will give you the platform to work alongside some of the best Advisers in the business. Our teams are made up of experienced Advisers alongside those who are just beginning their career within the industry. It is the role of the Senior Manager to adapt their management style to meet all levels of experience. A successful Senior Manager will have the skills and experience to develop and support Advisers at all stages of their career.We know that the best Advisers are those who remain connected with their clients, building a trusted relationship. Our Senior Managers support and encourage this through regular client observations, focused one to one meetings and feedback and coaching sessions. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage. Significant prior experience in a managerial role, specifically managing Financial Advisers, alongside excellent knowledge and experience of the advisory process. Flexible management and coaching style, enabling you to meet the needs of a team of advisers varying in experience. Proven success as a business leader with commercial acumen and the ability to deliver though others. The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders. WHAT YOUR ROLE WILL INVOLVE You will work closely with their team of Advisers to ensure that each individual is striving to provide the best possible outcomes for their clients. From regular observations, one to one meetings and coaching sessions, to identifying opportunities through data analysis and market research, you will be motivated to ensure each individual in your team is delivering the best possible advice and ongoing service to their clients in a compliant manner. Your day-to-day role Developing objectives and creating business plans for individuals within the team Coaching and mentoring Advisers to ensure business plans are met Taking overall responsibility for achieving cumulative team performance expectations Working closely with Operations and Paraplanning Managers Implementing effective training and development programmes Demonstrating behaviours that are consistent with the FCA's Statement of Principle and Code of Practice for Approved Persons To ensure the effective delivery of the Senior Management and Certification RegimeBy joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Seeking an astute and commercially-minded Senior HR Business Partner with a solid ER, Change and TUPE toolkit. Client Details A leading commercial business services organisation, built on the values of Collaboration, Integrity, Accountability, Innovation and Excellence, is seeking a forward-thinking Senior HR Business Partner to support a diverse operational population across the North and Scotland. This is an exciting opportunity for an experienced People professional who thrives in a fast-paced, multi-site environment and enjoys working in a role that blends strategic impact with hands-on responsibility. The business is undergoing continued transformation and growth, creating a strong platform for someone looking to step up, expand their capability and influence real organisational change. Description As HR Business Partner, you will play a key role in shaping and delivering People & Culture solutions that help leaders drive performance, engagement and organisational effectiveness. You'll act as a trusted advisor, balancing day-to-day support with longer-term strategic initiatives. Your remit will cover both People Solutions (projects, change and organisational design) and People Advisory (employee relations, policy guidance and leadership support). You'll work closely with operational managers, senior stakeholders and specialist centres of expertise to ensure P&C strategies are embedded across your region. This role is both a blend of strategically and operationally aligned. Key Responsibilities: Strategic & Project-Focused Deliver people and culture strategies aligned to business goals across the commercial life-cycle (win, operate, grow, keep) Lead and support change programmes, restructures and organisation design activity Develop and implement People & Culture solutions to address skills gaps, engagement challenges and workforce needs Partner with CoEs to embed policy updates, new frameworks and capability-building initiatives Contribute to risk management through proactive mitigation planning and data-led insights Operational & Advisory Act as a trusted adviser to leaders across multiple sites, ensuring consistent application of people policies and best practice Manage complex employee relations cases, including TUPE and union engagement where required Coach managers to build capability and confidence in leading their teams Support employee experience, talent, succession and retention initiatives Attend operational meetings to provide people insight, challenge thinking and influence decision-making You will lead, inspire, mentor and coach a high performing team of operational Business Partners and Advisors. This role is based in the North West and carries multi-site responsibility across the North of England and Scotland. It operates on a hybrid working model, with three days per week spent on-site across the portfolio. Profile We welcome applications from individuals who can demonstrate the following: Strong HR generalist background with experience partnering across multi-site operations Experience within a commercial services, business-to-business or operationally complex environment is advantageous Excellent working knowledge of UK employment law, including TUPE and union engagement Confident managing ER matters, driving organisational change and shaping people solutions Skilled communicator who can influence, coach and build strong relationships at all levels A proactive problem solver who combines critical thinking with a collaborative, people-first approach CIPD qualified (or equivalent experience) with a commitment to continuous professional development Full driving licence required due to regional travel This role would particularly suit someone who is already operating as a Business Partner and seeking broader scope, more autonomy and a platform for growth. Job Offer This role pays 70,000 to 80,000, plus a 5,800 car allowance and benefits
Jan 05, 2026
Full time
Seeking an astute and commercially-minded Senior HR Business Partner with a solid ER, Change and TUPE toolkit. Client Details A leading commercial business services organisation, built on the values of Collaboration, Integrity, Accountability, Innovation and Excellence, is seeking a forward-thinking Senior HR Business Partner to support a diverse operational population across the North and Scotland. This is an exciting opportunity for an experienced People professional who thrives in a fast-paced, multi-site environment and enjoys working in a role that blends strategic impact with hands-on responsibility. The business is undergoing continued transformation and growth, creating a strong platform for someone looking to step up, expand their capability and influence real organisational change. Description As HR Business Partner, you will play a key role in shaping and delivering People & Culture solutions that help leaders drive performance, engagement and organisational effectiveness. You'll act as a trusted advisor, balancing day-to-day support with longer-term strategic initiatives. Your remit will cover both People Solutions (projects, change and organisational design) and People Advisory (employee relations, policy guidance and leadership support). You'll work closely with operational managers, senior stakeholders and specialist centres of expertise to ensure P&C strategies are embedded across your region. This role is both a blend of strategically and operationally aligned. Key Responsibilities: Strategic & Project-Focused Deliver people and culture strategies aligned to business goals across the commercial life-cycle (win, operate, grow, keep) Lead and support change programmes, restructures and organisation design activity Develop and implement People & Culture solutions to address skills gaps, engagement challenges and workforce needs Partner with CoEs to embed policy updates, new frameworks and capability-building initiatives Contribute to risk management through proactive mitigation planning and data-led insights Operational & Advisory Act as a trusted adviser to leaders across multiple sites, ensuring consistent application of people policies and best practice Manage complex employee relations cases, including TUPE and union engagement where required Coach managers to build capability and confidence in leading their teams Support employee experience, talent, succession and retention initiatives Attend operational meetings to provide people insight, challenge thinking and influence decision-making You will lead, inspire, mentor and coach a high performing team of operational Business Partners and Advisors. This role is based in the North West and carries multi-site responsibility across the North of England and Scotland. It operates on a hybrid working model, with three days per week spent on-site across the portfolio. Profile We welcome applications from individuals who can demonstrate the following: Strong HR generalist background with experience partnering across multi-site operations Experience within a commercial services, business-to-business or operationally complex environment is advantageous Excellent working knowledge of UK employment law, including TUPE and union engagement Confident managing ER matters, driving organisational change and shaping people solutions Skilled communicator who can influence, coach and build strong relationships at all levels A proactive problem solver who combines critical thinking with a collaborative, people-first approach CIPD qualified (or equivalent experience) with a commitment to continuous professional development Full driving licence required due to regional travel This role would particularly suit someone who is already operating as a Business Partner and seeking broader scope, more autonomy and a platform for growth. Job Offer This role pays 70,000 to 80,000, plus a 5,800 car allowance and benefits
