OUR IMPACT Across Asset Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra high net worth and high net worth individuals, as well as family offices, foundations, endowments, and corporations and their employees. Our direct to consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading edge technology, data, and design. Marcus by Goldman Sachs The firm's direct to consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering, and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity. Our division also provides critical operations and user experience design to ensure business flows smoothly when customers come to us. From day one, our customer service leaders will play a vital role in upholding the three customer support principles of customer focus, process innovation and risk management. YOUR IMPACT Are you passionate about customer services, operations, leadership, and using digital tools to provide solutions to retails? We're looking for a Head of Customer Services to lead our call centre and support team who wants to use their skills and ideas to create and lead expanding new processes and teams. What you'll do Reporting to the Head of Delivery, you will help deliver the strategic action plans and key business tactics that support the direction of our teams by developing vision, setting high standards, achieving service level agreements and communicating ideas Be responsible and accountable for maintaining an environment with intense focus on customer satisfaction/advocacy and professional customer support, balanced with consistent achievement of standard business objectives Formulate Customer contact strategy in partnership with the call centre leadership team Coordinate customer service operations and develop customer retention strategies Serve as a SME and coach for sound retail deposit practices Ensure compliance against our regularity and firm responsibilities Prioritize work assignments from multiple channels as a resource allocator Ensure that continuity is maintained to guarantee quality resolution of customer enquiries across all Marcus products Employ principles and techniques defined in the quality audit criteria, and develop and implement quality assurance standards, processes, and controls Collaborate across all locations to maintain continuity across the brand through all Marcus customer interactions; Call Centre, Operations, Complaints, Support, Workforce and Training Produce concise performance reports and analyses for senior management Work closely with Business Risk team to identify key controls and escalation procedures. Pro actively identify any new issues or risks and ensure suitable controls are in place Drive improvements in business processes and ensure optimal resource utilization and audit compliant administrative process and strategy Work closely with cross functional partners to maintain collaboration and process efficiencies Responsible for setting the strategic business plan and goals for the Marcus UK Customer Care team, to ensure alignment with and support of the business strategy for the UK Consumer business Set high standards and clear strategies to achieve service level agreements Manage a growing team (currently approximately 100 headcount), including two senior direct reports Partner with Engineering to oversee the implementation of technology solutions to support customers and operations efficiencies Manage contracts and relationships with customers, vendors, partners and other stakeholders for operations vendors Produce concise performance reports and analyses for senior management Mentor and motivate teams to achieve productivity and engagement Ensure a diverse and inclusive environment that nurtures and develops talent REQUIREMENTS Proven experience in leading call centre and/or operational teams, with a minimum of 5 years in a management/senior management role Ability to create a positive team working environment that supports the retention and development of great customer service agents Demonstrable experience in coaching teams to achieve expected KPIs using recognised coaching models Self directed team player with the ability to drive high performance in a fast paced environment Proven ability to lead by example, with a positive attitude Excellent communication and interpersonal skills Good analytical and problem solving skills Proven delivery of excellent customer experience and advocacy Strong customer focus and a good telephone manner Good leadership skills and ability to motivate and develop staff Desire to help others work towards targets and develop their skills Ability to set, meet and exceed targets Ability to manage change 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 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 firm wide networks to benefits, wellness and personal finance offerings and mindfulness programs. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Dec 13, 2025
Full time
OUR IMPACT Across Asset Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra high net worth and high net worth individuals, as well as family offices, foundations, endowments, and corporations and their employees. Our direct to consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading edge technology, data, and design. Marcus by Goldman Sachs The firm's direct to consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering, and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity. Our division also provides critical operations and user experience design to ensure business flows smoothly when customers come to us. From day one, our customer service leaders will play a vital role in upholding the three customer support principles of customer focus, process innovation and risk management. YOUR IMPACT Are you passionate about customer services, operations, leadership, and using digital tools to provide solutions to retails? We're looking for a Head of Customer Services to lead our call centre and support team who wants to use their skills and ideas to create and lead expanding new processes and teams. What you'll do Reporting to the Head of Delivery, you will help deliver the strategic action plans and key business tactics that support the direction of our teams by developing vision, setting high standards, achieving service level agreements and communicating ideas Be responsible and accountable for maintaining an environment with intense focus on customer satisfaction/advocacy and professional customer support, balanced with consistent achievement of standard business objectives Formulate Customer contact strategy in partnership with the call centre leadership team Coordinate customer service operations and develop customer retention strategies Serve as a SME and coach for sound retail deposit practices Ensure compliance against our regularity and firm responsibilities Prioritize work assignments from multiple channels as a resource allocator Ensure that continuity is maintained to guarantee quality resolution of customer enquiries across all Marcus products Employ principles and techniques defined in the quality audit criteria, and develop and implement quality assurance standards, processes, and controls Collaborate across all locations to maintain continuity across the brand through all Marcus customer interactions; Call Centre, Operations, Complaints, Support, Workforce and Training Produce concise performance reports and analyses for senior management Work closely with Business Risk team to identify key controls and escalation procedures. Pro actively identify any new issues or risks and ensure suitable controls are in place Drive improvements in business processes and ensure optimal resource utilization and audit compliant administrative process and strategy Work closely with cross functional partners to maintain collaboration and process efficiencies Responsible for setting the strategic business plan and goals for the Marcus UK Customer Care team, to ensure alignment with and support of the business strategy for the UK Consumer business Set high standards and clear strategies to achieve service level agreements Manage a growing team (currently approximately 100 headcount), including two senior direct reports Partner with Engineering to oversee the implementation of technology solutions to support customers and operations efficiencies Manage contracts and relationships with customers, vendors, partners and other stakeholders for operations vendors Produce concise performance reports and analyses for senior management Mentor and motivate teams to achieve productivity and engagement Ensure a diverse and inclusive environment that nurtures and develops talent REQUIREMENTS Proven experience in leading call centre and/or operational teams, with a minimum of 5 years in a management/senior management role Ability to create a positive team working environment that supports the retention and development of great customer service agents Demonstrable experience in coaching teams to achieve expected KPIs using recognised coaching models Self directed team player with the ability to drive high performance in a fast paced environment Proven ability to lead by example, with a positive attitude Excellent communication and interpersonal skills Good analytical and problem solving skills Proven delivery of excellent customer experience and advocacy Strong customer focus and a good telephone manner Good leadership skills and ability to motivate and develop staff Desire to help others work towards targets and develop their skills Ability to set, meet and exceed targets Ability to manage change 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 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 firm wide networks to benefits, wellness and personal finance offerings and mindfulness programs. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Job Title: Regional Head of Production Services for Trade Processing and Risk Corporate Title: Vice President Department: Wholesale Production Services - Technology Location: London (Hybrid) Company Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit Role Overview: Lead a critical regional team ensuring operational excellence for Nomura's Fixed Income and FX trading operations across Trade Processing and FO Risk and P&L in EMEA. Drive technological innovation while managing complex production environments supporting critical trading applications. Shape the future of our production services through strategic leadership and hands on technical expertise. You will be responsible for the management and development of a performing team in our London location while providing regional leadership and oversight, governance, and the execution of running the bank for the Fixed Income (Rates, Credit, Securitized Products) and Foreign Exchange businesses using your technical and business knowledge in this challenging and fast pace environment. This is a senior technical hands on leadership position responsible for ensuring stability in the very liquid environment of business-driven, technical, and regulatory changes across many applications within the function. The ideal candidate will have a forward thinking, strategic attitude with the ability to proactively identify trends, resolve issues and drive continuous improvement through innovative technologies. You will be responsible for the development and nurturing of our next generation of talent as well as the continuous upskilling of an experienced team to keep up with our ever-evolving technology. Skills, experience, qualifications and knowledge required: Core Experience & Leadership Proven experience within a Production Support role at major investment bank(s) Proven leadership and team management skills (with multiple concurrent resources) Demonstrated ability to attract, retain, and promote talent within the team Experience in the role of coach/mentor to junior members of the Production Services team to cultivate junior talent Proven ability to measure and increase performance using various metrics Financial Markets & Business Knowledge Working knowledge of Fixed Income and FX products Thorough understanding of the trade lifecycle Understanding and experience with trade valuation, PnL, and risk Stakeholder Management & Communication Experience facing off to senior IT management and business stakeholders across Trading, Sales, Middle Office, and Compliance with the ability to deliver updates accurately and deliberately for the intended audience Be able to build strong, collaborative relationships with the business, application development teams, Infrastructure and other functional groups globally Systems & Infrastructure Management Experience supporting large enterprise applications Strong proficiency in various technologies including Linux, databases, middleware, and networks enabling the candidate to provide strong hands on troubleshooting and incident management capabilities during outages Operating systems knowledge (Windows, Unix, Linux) Good working knowledge of databases and writing SQL queries Incident & Problem Management Experience with Service Now or similar platforms for Incident, Change, Request, and Problem Management This role will be the point of escalation for the clients, and as such the ideal candidate must have proven experience in managing IT incidents and problem management processes for large complex systems Take ownership of issues and see through to completion as well as diligently managing end to end Change/Release processes across the regional Fixed Income systems Development & Automation Experience with modern software development practices including agile methodologies Understanding of Agile practices and principles Scripting skills (e.g. Shell Scripting, Python, Perl) Experience in supporting and administering DevOps tools as part of the deployment pipeline e.g. Git, Jenkins, Docker, Ansible, Elastic, Jira etc. Emerging Technologies & Innovation Working knowledge of cloud technologies (AWS, Azure or similar) Knowledge and experience in AI, ML, and other automated solutions Lead digital transformation initiatives within the production services function Governance & Risk Management Strong working knowledge of the ITIL framework Experience working with Audit and Operational Risk Take ownership of all areas of IT Governance: Audit, Operational Risk and BCP requirements Competencies: Leadership & Influence Ability to influence our stakeholders at all levels of the organization Ability to face off to senior business stakeholders Communication & Relationship Building Excellent communication skills both oral and written Good team work skills both locally and globally Problem Solving & Analysis Strong analytical and problem solving skills Crisis management and decision making under pressure Operational Excellence Must be able to multi task and prioritize effectively Ability to manage stressful situations with demanding clients Nomura competencies Explore Insights & Vision Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). Right to Work The UK Government have taken steps to reduce net migration to the UK by limiting the number of overseas workers from outside the EEA coming to the UK for employment. Please note that whilst we are able to consider applications from overseas workers from outside the EEA (who require a Tier 2 (General) visa) we can only employ them if we can provide evidence that there are no other suitable candidates for this vacancy from inside the EEA. Please contact us if you are visiting our offices and require any form of personal assistance or physical adaptations to be provided for your appointment. A member of staff will be happy to help. Diversity Statement Nomura is committed to an employment policy of equal opportunities and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation. If you require any assistance or reasonable adjustments due to a disability or long term health condition, please do not hesitate to contact us. Nomura is an Equal Opportunity Employer
Dec 13, 2025
Full time
Job Title: Regional Head of Production Services for Trade Processing and Risk Corporate Title: Vice President Department: Wholesale Production Services - Technology Location: London (Hybrid) Company Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit Role Overview: Lead a critical regional team ensuring operational excellence for Nomura's Fixed Income and FX trading operations across Trade Processing and FO Risk and P&L in EMEA. Drive technological innovation while managing complex production environments supporting critical trading applications. Shape the future of our production services through strategic leadership and hands on technical expertise. You will be responsible for the management and development of a performing team in our London location while providing regional leadership and oversight, governance, and the execution of running the bank for the Fixed Income (Rates, Credit, Securitized Products) and Foreign Exchange businesses using your technical and business knowledge in this challenging and fast pace environment. This is a senior technical hands on leadership position responsible for ensuring stability in the very liquid environment of business-driven, technical, and regulatory changes across many applications within the function. The ideal candidate will have a forward thinking, strategic attitude with the ability to proactively identify trends, resolve issues and drive continuous improvement through innovative technologies. You will be responsible for the development and nurturing of our next generation of talent as well as the continuous upskilling of an experienced team to keep up with our ever-evolving technology. Skills, experience, qualifications and knowledge required: Core Experience & Leadership Proven experience within a Production Support role at major investment bank(s) Proven leadership and team management skills (with multiple concurrent resources) Demonstrated ability to attract, retain, and promote talent within the team Experience in the role of coach/mentor to junior members of the Production Services team to cultivate junior talent Proven ability to measure and increase performance using various metrics Financial Markets & Business Knowledge Working knowledge of Fixed Income and FX products Thorough understanding of the trade lifecycle Understanding and experience with trade valuation, PnL, and risk Stakeholder Management & Communication Experience facing off to senior IT management and business stakeholders across Trading, Sales, Middle Office, and Compliance with the ability to deliver updates accurately and deliberately for the intended audience Be able to build strong, collaborative relationships with the business, application development teams, Infrastructure and other functional groups globally Systems & Infrastructure Management Experience supporting large enterprise applications Strong proficiency in various technologies including Linux, databases, middleware, and networks enabling the candidate to provide strong hands on troubleshooting and incident management capabilities during outages Operating systems knowledge (Windows, Unix, Linux) Good working knowledge of databases and writing SQL queries Incident & Problem Management Experience with Service Now or similar platforms for Incident, Change, Request, and Problem Management This role will be the point of escalation for the clients, and as such the ideal candidate must have proven experience in managing IT incidents and problem management processes for large complex systems Take ownership of issues and see through to completion as well as diligently managing end to end Change/Release processes across the regional Fixed Income systems Development & Automation Experience with modern software development practices including agile methodologies Understanding of Agile practices and principles Scripting skills (e.g. Shell Scripting, Python, Perl) Experience in supporting and administering DevOps tools as part of the deployment pipeline e.g. Git, Jenkins, Docker, Ansible, Elastic, Jira etc. Emerging Technologies & Innovation Working knowledge of cloud technologies (AWS, Azure or similar) Knowledge and experience in AI, ML, and other automated solutions Lead digital transformation initiatives within the production services function Governance & Risk Management Strong working knowledge of the ITIL framework Experience working with Audit and Operational Risk Take ownership of all areas of IT Governance: Audit, Operational Risk and BCP requirements Competencies: Leadership & Influence Ability to influence our stakeholders at all levels of the organization Ability to face off to senior business stakeholders Communication & Relationship Building Excellent communication skills both oral and written Good team work skills both locally and globally Problem Solving & Analysis Strong analytical and problem solving skills Crisis management and decision making under pressure Operational Excellence Must be able to multi task and prioritize effectively Ability to manage stressful situations with demanding clients Nomura competencies Explore Insights & Vision Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). Right to Work The UK Government have taken steps to reduce net migration to the UK by limiting the number of overseas workers from outside the EEA coming to the UK for employment. Please note that whilst we are able to consider applications from overseas workers from outside the EEA (who require a Tier 2 (General) visa) we can only employ them if we can provide evidence that there are no other suitable candidates for this vacancy from inside the EEA. Please contact us if you are visiting our offices and require any form of personal assistance or physical adaptations to be provided for your appointment. A member of staff will be happy to help. Diversity Statement Nomura is committed to an employment policy of equal opportunities and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation. If you require any assistance or reasonable adjustments due to a disability or long term health condition, please do not hesitate to contact us. Nomura is an Equal Opportunity Employer
Director of Operations - Wealth page is loaded Director of Operations - Wealthlocations: Basildon, UKtime type: Full timeposted on: Posted Todayjob requisition id: R37756As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Job Title: Director of Operations Locations : London/Essex Hybrid Get To Know the Role We are seeking an experienced and strategic Director of Operations to lead the operational function of our wealth platform and complex wealth clients. This role is central to scaling operational infrastructure, enhancing client experience, and driving transformation across onboarding, custody, settlements, reporting, and regulatory compliance. You will oversee daily operations, lead cross-functional initiatives, and act as a senior stakeholder in shaping the Wealth platform's growth and resilience. Why You Will Love It Here! Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get to Do: Strategic Leadership Define and execute the operational strategy aligned with business growth and client needs Lead transformation initiatives to digitise and streamline operational workflows Act as a senior advisor to executive leadership on operational matters and client servicing models Client-Centric Operations Ensure seamless onboarding, account setup, and ongoing servicing Manage bespoke client structures including multi-jurisdictional accounts, trusts, and alternative assets Platform & Process Oversight Partner with product and technology teams to enhance platform capabilities and scalability Ensure operational readiness for new product launches / new clients Risk, Controls & Compliance Maintain robust control frameworks to mitigate operational, regulatory, and reputational risks. Ensure compliance with FCA, MiFID II, FATCA, and other relevant regulations. Lead operational audits, regulatory reviews, and internal assessments. Team Leadership & Development Build and lead a high-performing operations team Foster a culture of accountability, service excellence, and continuous improvement Manage resource planning, succession, and talent development Stakeholder Engagement Serve as a senior point of contact for internal stakeholders, clients, custodians, and vendors Provide clear and timely communication on operational performance, risks, and initiatives Represent operations in governance forums and strategic planning sessions Additionally Comply with the regulatory regime and all relevant FCA regulations to ensure compliance and fair outcomes for clients and investors Maintain a client and customer centric approach with "doing things right" and "Treating Customers Fairly" at the heart of all you do Be open and transparent with clients, employees, industry bodies and regulators Keep knowledge up to date on relevant industry changes and developments Observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of dutiesBehave to a high personal standard in line with SS&C's Code of Conduct and Ethics and also the FCA conduct rules: You must act with integrity You must act with due care , skill and diligence You must be open and cooperative with the FCA, the PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct What You Will Bring: Extensive knowledge and understanding of industry products, characteristics and application of wealth solutions. Strong analytical skills and ability to interpret data, document findings and suggest solutions. Subject matter expert in operational processes. Track record of evaluating organisational needs and pioneering the development of technical solutions. Works collaboratively as part of team and ability to utilise strengths of others to accomplish objectives. Ability to define procedures and standards and document accordingly. Change management experience with system design and integration. Strong communication skills, written and verbal, at all levels. Flexibility and adaptability combined with a positive "can do" attitude.Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Dec 13, 2025
Full time
Director of Operations - Wealth page is loaded Director of Operations - Wealthlocations: Basildon, UKtime type: Full timeposted on: Posted Todayjob requisition id: R37756As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Job Title: Director of Operations Locations : London/Essex Hybrid Get To Know the Role We are seeking an experienced and strategic Director of Operations to lead the operational function of our wealth platform and complex wealth clients. This role is central to scaling operational infrastructure, enhancing client experience, and driving transformation across onboarding, custody, settlements, reporting, and regulatory compliance. You will oversee daily operations, lead cross-functional initiatives, and act as a senior stakeholder in shaping the Wealth platform's growth and resilience. Why You Will Love It Here! Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get to Do: Strategic Leadership Define and execute the operational strategy aligned with business growth and client needs Lead transformation initiatives to digitise and streamline operational workflows Act as a senior advisor to executive leadership on operational matters and client servicing models Client-Centric Operations Ensure seamless onboarding, account setup, and ongoing servicing Manage bespoke client structures including multi-jurisdictional accounts, trusts, and alternative assets Platform & Process Oversight Partner with product and technology teams to enhance platform capabilities and scalability Ensure operational readiness for new product launches / new clients Risk, Controls & Compliance Maintain robust control frameworks to mitigate operational, regulatory, and reputational risks. Ensure compliance with FCA, MiFID II, FATCA, and other relevant regulations. Lead operational audits, regulatory reviews, and internal assessments. Team Leadership & Development Build and lead a high-performing operations team Foster a culture of accountability, service excellence, and continuous improvement Manage resource planning, succession, and talent development Stakeholder Engagement Serve as a senior point of contact for internal stakeholders, clients, custodians, and vendors Provide clear and timely communication on operational performance, risks, and initiatives Represent operations in governance forums and strategic planning sessions Additionally Comply with the regulatory regime and all relevant FCA regulations to ensure compliance and fair outcomes for clients and investors Maintain a client and customer centric approach with "doing things right" and "Treating Customers Fairly" at the heart of all you do Be open and transparent with clients, employees, industry bodies and regulators Keep knowledge up to date on relevant industry changes and developments Observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of dutiesBehave to a high personal standard in line with SS&C's Code of Conduct and Ethics and also the FCA conduct rules: You must act with integrity You must act with due care , skill and diligence You must be open and cooperative with the FCA, the PRA and other regulators You must pay due regard to the interests of customers and treat them fairly You must observe proper standards of market conduct What You Will Bring: Extensive knowledge and understanding of industry products, characteristics and application of wealth solutions. Strong analytical skills and ability to interpret data, document findings and suggest solutions. Subject matter expert in operational processes. Track record of evaluating organisational needs and pioneering the development of technical solutions. Works collaboratively as part of team and ability to utilise strengths of others to accomplish objectives. Ability to define procedures and standards and document accordingly. Change management experience with system design and integration. Strong communication skills, written and verbal, at all levels. Flexibility and adaptability combined with a positive "can do" attitude.Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
At La Fosse, we're an employee-owned talent solutions business specialising in tech, digital, and change, but people are always at the heart of what we do. Our mission is to create a working world where talent is recognised for its value, not its background. We help businesses of all sizes solve people and growth challenges through recruitment, our academy, solutions, and executive search. What makes us different? Everyone here has a stake in the business. Being employee-owned means we all have a voice, and we all share in our success - quite literally. Through our employee ownership model, everyone benefits financially from the value we create together, with profit-sharing and long term wealth building opportunities built in. We're ambitious, collaborative, and care about doing great work with great people. There's real focus on learning, development, and building meaningful careers, in a culture that's grounded, inclusive, and fun. If you're after purpose, progression, and the chance to shape something exciting, La Fosse is the place to do it. The Role We're looking for an Experienced Consultant to join our Technology and Operations division and join one of our most profitable teams - Information Security. This is a 360 contract recruitment role where you'll be working with both existing clients across the La Fosse network and developing new business opportunities. You'll partner closely with clients to understand their needs and deliver high impact talent solutions, while also building strong relationships with top tier tech professionals across Europe. If you're commercially driven, passionate about tech recruitment, and ready to make an impact in a high performing, collaborative team, this could be the perfect next step. The Team You'll be joining a team of 14 who are one of our highest performing teams in the business, the top biller in this division achieved over £1.1m in 2024. So far in 2025, the Security team have been consistently billing over £120k a month per head and hit 140% of their budget for H1, showcasing both their performance and the size of the opportunity for growth. Hear from some of our team HERE about what they love about working at La Fosse. What will you be doing? Client Partnership: Build and maintain strong client relationships, offering market insight, salary benchmarking, and talent strategy advice. Business Development: Identify and win new business through networking, referrals, and proactive outreach. Candidate Attraction: Source and engage high quality candidates using platforms like LinkedIn, job boards, and your own network. Recruitment Delivery: Manage the end to end recruitment process, from job brief to offer, ensuring a smooth, professional experience for both clients and candidates. Offer & Negotiation: Support clients and candidates from negotiating terms through to managing best package for candidates at offer stage. Compliance & CRM: Keep accurate records in Bullhorn and ensure alignment with GDPR, employment law, and internal standards. Market Expertise: Stay ahead of industry trends and share insights to support clients' needs. Team Collaboration: Live our values of care, ambition, and humility, contributing to a high performing, inclusive team culture. We'd love to hear from you if you have: Proven experience in a 360 recruitment role, ideally within the tech, digital, or change space. A strong track record of business development and client relationship management. Confidence sourcing talent through platforms like LinkedIn, job boards, and your own network. The ability to manage the full recruitment lifecycle with professionalism and attention to detail. Solid negotiation and offer management skills, with a commercial mindset. Excellent communication skills, both written and verbal, with the ability to influence and build trust. A collaborative, team first mindset, with a proactive approach to hitting personal and shared targets. Strong organisational skills and the ability to manage multiple roles and stakeholders at once. Familiarity with CRM systems (Bullhorn experience is a plus) and an understanding of recruitment compliance and best practices. What are the Standards & Expectations we live by? We support each other to be as successful as we can. Treat others how you would like to be treated. We put our teams before ourselves. We think and act on what is best for the overall business. What can you earn? When you join our recruitment team, you will start on a flat 15% commission to help you settle in, then move you to our standard structure where you will earn 33% of any NFI up to £800k and 40% on billings beyond that, ensuring a clear and rewarding commission structure. You can also earn through additional earning streams such as Management overrides, cross selling and referral bonuses from our Academy & Solutions service lines. Below are some example commission figures: Benefits Industry Leading Commission Structure: Earn from day one with our competitive commission scheme. Annual Leave: Enjoy up to 30 days of annual leave, plus bank holidays, your birthday off, and a Christmas closure period. ️ Hybrid Working Model: We work 4 days a week from our London office, with 2 weeks per year to work from anywhere, whether that's by the beach, in the countryside, or closer to family. Annual Company Ski Trip: Hit the slopes with the team, our all company ski trip is open to everyone. Wellness Perks: We subsidise your gym membership to help you stay active and energised, and offer weekly in office massages for a mid week recharge. Mental Health Support: Access to professional support and resources to help you prioritise your wellbeing. Enhanced Maternity Pay: We provide enhanced maternity packages to support you through life's important milestones. Incentives & Socials: Regular team socials, performance incentives, and rewards to celebrate your success. Private Health & Dental Discounts: Take advantage of discounted private healthcare and dental plans, because your health matters. The Interview Process We want to make sure this role is the perfect fit for both you and us. Here's what to expect: Call with our TA team: To learn more about you and to tell you more about us! 1st Stage Teams Interview: A commercial focused conversation with the hiring manager or team lead. Psychometric Assessment: A short online assessment to help us understand your working style, preferences, and strengths. Final Stage Interview - in person: An opportunity to meet the team, learn more about La Fosse and dig into what your first 6 months could look like. At La Fosse, we believe diverse teams create better outcomes. We welcome applications from all backgrounds and are dedicated to creating a workplace where everyone can thrive. If this role excites you but you don't tick every box, we still encourage you to apply! Ready to be part of something bigger? Apply now and let's grow together.
Dec 13, 2025
Full time
At La Fosse, we're an employee-owned talent solutions business specialising in tech, digital, and change, but people are always at the heart of what we do. Our mission is to create a working world where talent is recognised for its value, not its background. We help businesses of all sizes solve people and growth challenges through recruitment, our academy, solutions, and executive search. What makes us different? Everyone here has a stake in the business. Being employee-owned means we all have a voice, and we all share in our success - quite literally. Through our employee ownership model, everyone benefits financially from the value we create together, with profit-sharing and long term wealth building opportunities built in. We're ambitious, collaborative, and care about doing great work with great people. There's real focus on learning, development, and building meaningful careers, in a culture that's grounded, inclusive, and fun. If you're after purpose, progression, and the chance to shape something exciting, La Fosse is the place to do it. The Role We're looking for an Experienced Consultant to join our Technology and Operations division and join one of our most profitable teams - Information Security. This is a 360 contract recruitment role where you'll be working with both existing clients across the La Fosse network and developing new business opportunities. You'll partner closely with clients to understand their needs and deliver high impact talent solutions, while also building strong relationships with top tier tech professionals across Europe. If you're commercially driven, passionate about tech recruitment, and ready to make an impact in a high performing, collaborative team, this could be the perfect next step. The Team You'll be joining a team of 14 who are one of our highest performing teams in the business, the top biller in this division achieved over £1.1m in 2024. So far in 2025, the Security team have been consistently billing over £120k a month per head and hit 140% of their budget for H1, showcasing both their performance and the size of the opportunity for growth. Hear from some of our team HERE about what they love about working at La Fosse. What will you be doing? Client Partnership: Build and maintain strong client relationships, offering market insight, salary benchmarking, and talent strategy advice. Business Development: Identify and win new business through networking, referrals, and proactive outreach. Candidate Attraction: Source and engage high quality candidates using platforms like LinkedIn, job boards, and your own network. Recruitment Delivery: Manage the end to end recruitment process, from job brief to offer, ensuring a smooth, professional experience for both clients and candidates. Offer & Negotiation: Support clients and candidates from negotiating terms through to managing best package for candidates at offer stage. Compliance & CRM: Keep accurate records in Bullhorn and ensure alignment with GDPR, employment law, and internal standards. Market Expertise: Stay ahead of industry trends and share insights to support clients' needs. Team Collaboration: Live our values of care, ambition, and humility, contributing to a high performing, inclusive team culture. We'd love to hear from you if you have: Proven experience in a 360 recruitment role, ideally within the tech, digital, or change space. A strong track record of business development and client relationship management. Confidence sourcing talent through platforms like LinkedIn, job boards, and your own network. The ability to manage the full recruitment lifecycle with professionalism and attention to detail. Solid negotiation and offer management skills, with a commercial mindset. Excellent communication skills, both written and verbal, with the ability to influence and build trust. A collaborative, team first mindset, with a proactive approach to hitting personal and shared targets. Strong organisational skills and the ability to manage multiple roles and stakeholders at once. Familiarity with CRM systems (Bullhorn experience is a plus) and an understanding of recruitment compliance and best practices. What are the Standards & Expectations we live by? We support each other to be as successful as we can. Treat others how you would like to be treated. We put our teams before ourselves. We think and act on what is best for the overall business. What can you earn? When you join our recruitment team, you will start on a flat 15% commission to help you settle in, then move you to our standard structure where you will earn 33% of any NFI up to £800k and 40% on billings beyond that, ensuring a clear and rewarding commission structure. You can also earn through additional earning streams such as Management overrides, cross selling and referral bonuses from our Academy & Solutions service lines. Below are some example commission figures: Benefits Industry Leading Commission Structure: Earn from day one with our competitive commission scheme. Annual Leave: Enjoy up to 30 days of annual leave, plus bank holidays, your birthday off, and a Christmas closure period. ️ Hybrid Working Model: We work 4 days a week from our London office, with 2 weeks per year to work from anywhere, whether that's by the beach, in the countryside, or closer to family. Annual Company Ski Trip: Hit the slopes with the team, our all company ski trip is open to everyone. Wellness Perks: We subsidise your gym membership to help you stay active and energised, and offer weekly in office massages for a mid week recharge. Mental Health Support: Access to professional support and resources to help you prioritise your wellbeing. Enhanced Maternity Pay: We provide enhanced maternity packages to support you through life's important milestones. Incentives & Socials: Regular team socials, performance incentives, and rewards to celebrate your success. Private Health & Dental Discounts: Take advantage of discounted private healthcare and dental plans, because your health matters. The Interview Process We want to make sure this role is the perfect fit for both you and us. Here's what to expect: Call with our TA team: To learn more about you and to tell you more about us! 1st Stage Teams Interview: A commercial focused conversation with the hiring manager or team lead. Psychometric Assessment: A short online assessment to help us understand your working style, preferences, and strengths. Final Stage Interview - in person: An opportunity to meet the team, learn more about La Fosse and dig into what your first 6 months could look like. At La Fosse, we believe diverse teams create better outcomes. We welcome applications from all backgrounds and are dedicated to creating a workplace where everyone can thrive. If this role excites you but you don't tick every box, we still encourage you to apply! Ready to be part of something bigger? Apply now and let's grow together.
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do We are seeking a highly motivated and experienced candidate to join our dynamic investment technology team in our London office. The ideal candidate will possess a deep understanding of Fixed Income asset management across all asset classes and have a strong background in portfolio management and trading technology. Additionally, the candidate should be able to drive the execution of product development, analyze and document investment workflows effectively, and stay updated on industry tools. What you can expect Engage with the investment teams, portfolio managers, portfolio analysts, risk, and quantitative research to understand current investment tooling, data and challenges. This includes documenting workflows and processes. Collaborate across multiple teams and work closely with portfolio managers, quantitative research and engineers to design and deliver new investments tools. Prototype portfolio management tools using Power BI, Python, and SQL. Drive future state investment solutions to enhance productivity through automation and leveraging generative AI to drive efficiencies. Coordinate with the development team to execute on product development. Provide day-to-day support for portfolio management team in their use of internal tools and platforms. What you will bring 10+ years of experience delivering portfolio management and/or quantitative tools in the fixed income asset management industry. Strong understanding of the investment process - portfolio construction, portfolio allocation, risk management. Excellent analytical skills with the ability to deep-dive into current tools and workflows. Excellent communication skills across verbal, written emails and PowerPoints (e.g., visualizations, diagrams, etc); Ability to succinctly discuss complex investment and/or technical concepts to various stakeholders across the organization. Exceptional attention to detail and organizational skills to document requirements. Strong technical aptitude in Python, SQL, Power BI. Ability to work collaboratively with the investment team, other stakeholders, and technology teams to design and implement effective solutions. Proven experience leading delivery teams and mentoring junior talent. What will set you apart? Bachelor's degree with concentration(s) in Finance, Economics, Mathematics, Statistics, or Computer Science. CFA, FRM or relevant designation. Industry experience in Aladdin and Bloomberg. Experience in trading or portfolio specialist role. Experience building/optimizing quantitative tools is a plus. A collaborative, team-oriented mindset with a passion for continuous learning and innovation. PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. About PGIM Fixed Income PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With 1000+ employees and $862Bn assets under management as of March 2025, the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Paris, Sydney, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise, and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
Dec 13, 2025
Full time
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do We are seeking a highly motivated and experienced candidate to join our dynamic investment technology team in our London office. The ideal candidate will possess a deep understanding of Fixed Income asset management across all asset classes and have a strong background in portfolio management and trading technology. Additionally, the candidate should be able to drive the execution of product development, analyze and document investment workflows effectively, and stay updated on industry tools. What you can expect Engage with the investment teams, portfolio managers, portfolio analysts, risk, and quantitative research to understand current investment tooling, data and challenges. This includes documenting workflows and processes. Collaborate across multiple teams and work closely with portfolio managers, quantitative research and engineers to design and deliver new investments tools. Prototype portfolio management tools using Power BI, Python, and SQL. Drive future state investment solutions to enhance productivity through automation and leveraging generative AI to drive efficiencies. Coordinate with the development team to execute on product development. Provide day-to-day support for portfolio management team in their use of internal tools and platforms. What you will bring 10+ years of experience delivering portfolio management and/or quantitative tools in the fixed income asset management industry. Strong understanding of the investment process - portfolio construction, portfolio allocation, risk management. Excellent analytical skills with the ability to deep-dive into current tools and workflows. Excellent communication skills across verbal, written emails and PowerPoints (e.g., visualizations, diagrams, etc); Ability to succinctly discuss complex investment and/or technical concepts to various stakeholders across the organization. Exceptional attention to detail and organizational skills to document requirements. Strong technical aptitude in Python, SQL, Power BI. Ability to work collaboratively with the investment team, other stakeholders, and technology teams to design and implement effective solutions. Proven experience leading delivery teams and mentoring junior talent. What will set you apart? Bachelor's degree with concentration(s) in Finance, Economics, Mathematics, Statistics, or Computer Science. CFA, FRM or relevant designation. Industry experience in Aladdin and Bloomberg. Experience in trading or portfolio specialist role. Experience building/optimizing quantitative tools is a plus. A collaborative, team-oriented mindset with a passion for continuous learning and innovation. PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. About PGIM Fixed Income PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With 1000+ employees and $862Bn assets under management as of March 2025, the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Paris, Sydney, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise, and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email co.uk Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 13, 2025
Full time
Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email co.uk Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email co.uk Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 13, 2025
Full time
Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email co.uk Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
ABOUT THE ROLE We have an exciting opportunity for an experienced and passionate retail manager to head up the Finisterre team at our fantastic upcoming new Southwold store. Our Store Managers play a vital role in bringing together and energizing our Retail teams. As our Southwold Store Manager, you will be the driving force that galvanises our Southwold-based community, representing the brand and bringing our spirit to life. Your character, passion and ability to inspire your team will be just as crucial as your ability to manage rotas and oversee operations - creating an exceptional retail experience that prioritises customer service and empowers the retail team to excel in their roles. You don't have to be a surfer, but a love of the sea and connection to the outdoors is essential - bringing a deep understanding of the benefits of this lifestyle and a passion to share and encourage it in others. The successful candidate will have a wealth of experience overseeing daily store operations, ensuring that all activities align with our purpose as well as meeting established targets and KPIs. In addition, they will be an experienced leader who can effectively motivate, support and guide staff to feel confident and fulfilled in their roles, ultimately driving sales growth while safeguarding the integrity and image of our brand within the retail marketplace. ABOUT FINISTERRE Born two decades ago from the needs of hardy British surfers, Finisterre creates enduring outdoor wear for an inspired life in and around the ocean. Proudly B Corp certified, we have committed to a deep belief: to make truly exceptional products in a more responsible and transparent way. Whether based at our cliff top headquarters in St. Agnes, Cornwall, or in one of our retail locations across the UK, Finisterre is a truly unique brand and career proposition. Our store locations are the beating heart of our community. As Finisterre grows and moves forward, we want to increase our retail footprint; opening more stores where our customers are and continuing to make them exciting places that bring our brand and product narratives to life through our friendly, knowledgeable staff and exceptional customer service. Our retail teams offer amazing opportunities to grow a long term career with purpose led brand. KEY RESPONSIBILITIES Strategy Contribute to & implement the Finisterre retail strategy, feeding back any insights from store to improve company performance and customer engagement Take additional responsibility as required, to include covering other stores, acting as a training store, arranging group events, supporting new store launches & projects Implement visual merchandising plans each season utilizing the store team to set up window displays and run marketing campaigns in store, working closely with the Finisterre visual merchandiser at Wheal Kitty Customer Experience Demonstrate, understand and drive best in class Customer service Challenge the team to deliver a blend of brand engagement with an understanding of the commercial opportunity Ensure the team are in line with our Brand positioning and values at all times, being able to communicate these in a natural manner Act on customer feedback, taking appropriate action with all parties Build a loyal customer base and positive relationships throughout the Finisterre community Deliver a smooth customer transaction and be able to educate and guide customers towards purchase by in depth USP knowledge Contribute to service strategy, including management of social media if appropriate Work with the marketing team to deliver successful & engaging store events Commercial Full ownership of the store P&L - ownership of the stores performance, understand and communicate the store targets and future plans with the team. Implement commercial changes in order to drive more sales. Keep up to date with the trading calendar, owning the planning and preparation for any seasonal or promotional launch activity. Communicate with merchandising team making sure we gain the most opportunity through stock. Understand and communicate the overall company strategy and how the retail goals fit into the overall direction Feedback any insights from store to HQ teams to improve company performance and customer engagement Operations Ensure the store is staffed efficiently through effective rotaring reflecting weekly trading patterns Manage stock by liaising with distribution and merchandising departments to maximize sales and minimize discounts and residual stocks Optimise conversion through effective visual merchandising and presentation of the store. Implement visual merchandising plans each season utilizing the store team to set up window displays and run marketing campaigns in store, working closely with the Finisterre visual merchandiser Manage all costs of the store efficiently and communicate any maintenance needs back to retail ops team Manage all aspects of store security in accordance with company policy and procedure including staff, cash, stock, IT & buildings Manage health & safety for the store for day to day running plus any additional events Maintain a high standard of housekeeping and instruct store team to upkeep the general tidiness and cleanliness in store Take additional responsibility as required, to include covering other stores, acting as a training store, arranging group events, supporting new store launches & projects People Be a role model for your store team, motivating, training and developing all staff to be at the top of their ability Communicate company goals to store team as appropriate and attend company events when necessary Take responsibility for team development and actively seek opportunities for improvement through internal and external sources Recruit staff that show a passion towards the brand values of the company reflecting our attitude towards Product/ People/ Environment and showing a good level of commitment Ensure your team is fully versed on product knowledge and continually looking for ways to improve performance - personally, as a team and of the store KPIs Annual sales & contribution targets ATV Stock cover Store running costs v budget Conversion Customer satisfaction WHAT YOU'LL BRING TO FINISTERRE You share our love of the sea and our brand values. You care about our planet and want to share your passion for protecting it with others. You like to lead by example, motivating and supporting others. You are a people person, building positive relationships with both customers and your retail team. You pay attention to detail, take pride in delivering tasks accurately and to a high standard. Proven experience at Store Manager level within a premium fashion brand who share Finisterre's brand ethos Be commercially aware and possess in depth experience of working towards KPIs Competent with Excel, Word and Office Outlook Driven towards retail excellence and motivating towards other members of the team Punctual, responsive and a good communicator Ability to ensure on-going improvement of customer service standards across the company Passion, energy and aspiration in line with Finisterre products, brand and customers A good problem solver Important: The successful candidate must, by the start of their employment, have to work in the UK. Please note that Finisterre are not licensed to sponsor overseas workers. WHAT YOU'LL RECEIVE FROM FINISTERRE We are offering a full time, permanent contract, based at our upcoming new store in Southwold. We'll invest in you with a competitive salary circa £30,000 - £32,000, depending on your skills and experience. But it's not just a job. At Finisterre, we provide an opportunity to grow and develop yourself within at a fast-paced, growing B Corp certified brand with a great culture and an exciting purpose. You'll get the chance to collaborate with a diverse community of people with a shared mission. In return, we take good care of you through a range of initiatives and rewards, including: 25 days holiday per year,plus an allowance ofup to 8 UK bank holidays(pro rata for pat time employees) Additional holidays for length of service Your birthday day off Up to 3 daysof paid volunteering per year - we will support you in giving back to communities and causes A discretionary bonus scheme,based on store performance A pension scheme with Nest 60% product discount for personal and gift use 30% Friends and Family product discount A uniform allowance to help you representthe Finisterre brand with confidence and authenticity on the shop floor Enhanced Family Leave policies to support you in growing your family Life assurance with access to an onlinewellbeing platform which includes, an employee assistance program, virtual GP appointments, digital gym, and a range of perks Access to a range of wellbeing resources, including counselling services, cycle to work, eye tests, and wellbeing activities Regular team social and training days Various discounts from our B Corp community Access our online Learning Library and company-wide training sessionsdelivered by both internal and external trainers to support you in your ongoing development. . click apply for full job details
Dec 13, 2025
Full time
ABOUT THE ROLE We have an exciting opportunity for an experienced and passionate retail manager to head up the Finisterre team at our fantastic upcoming new Southwold store. Our Store Managers play a vital role in bringing together and energizing our Retail teams. As our Southwold Store Manager, you will be the driving force that galvanises our Southwold-based community, representing the brand and bringing our spirit to life. Your character, passion and ability to inspire your team will be just as crucial as your ability to manage rotas and oversee operations - creating an exceptional retail experience that prioritises customer service and empowers the retail team to excel in their roles. You don't have to be a surfer, but a love of the sea and connection to the outdoors is essential - bringing a deep understanding of the benefits of this lifestyle and a passion to share and encourage it in others. The successful candidate will have a wealth of experience overseeing daily store operations, ensuring that all activities align with our purpose as well as meeting established targets and KPIs. In addition, they will be an experienced leader who can effectively motivate, support and guide staff to feel confident and fulfilled in their roles, ultimately driving sales growth while safeguarding the integrity and image of our brand within the retail marketplace. ABOUT FINISTERRE Born two decades ago from the needs of hardy British surfers, Finisterre creates enduring outdoor wear for an inspired life in and around the ocean. Proudly B Corp certified, we have committed to a deep belief: to make truly exceptional products in a more responsible and transparent way. Whether based at our cliff top headquarters in St. Agnes, Cornwall, or in one of our retail locations across the UK, Finisterre is a truly unique brand and career proposition. Our store locations are the beating heart of our community. As Finisterre grows and moves forward, we want to increase our retail footprint; opening more stores where our customers are and continuing to make them exciting places that bring our brand and product narratives to life through our friendly, knowledgeable staff and exceptional customer service. Our retail teams offer amazing opportunities to grow a long term career with purpose led brand. KEY RESPONSIBILITIES Strategy Contribute to & implement the Finisterre retail strategy, feeding back any insights from store to improve company performance and customer engagement Take additional responsibility as required, to include covering other stores, acting as a training store, arranging group events, supporting new store launches & projects Implement visual merchandising plans each season utilizing the store team to set up window displays and run marketing campaigns in store, working closely with the Finisterre visual merchandiser at Wheal Kitty Customer Experience Demonstrate, understand and drive best in class Customer service Challenge the team to deliver a blend of brand engagement with an understanding of the commercial opportunity Ensure the team are in line with our Brand positioning and values at all times, being able to communicate these in a natural manner Act on customer feedback, taking appropriate action with all parties Build a loyal customer base and positive relationships throughout the Finisterre community Deliver a smooth customer transaction and be able to educate and guide customers towards purchase by in depth USP knowledge Contribute to service strategy, including management of social media if appropriate Work with the marketing team to deliver successful & engaging store events Commercial Full ownership of the store P&L - ownership of the stores performance, understand and communicate the store targets and future plans with the team. Implement commercial changes in order to drive more sales. Keep up to date with the trading calendar, owning the planning and preparation for any seasonal or promotional launch activity. Communicate with merchandising team making sure we gain the most opportunity through stock. Understand and communicate the overall company strategy and how the retail goals fit into the overall direction Feedback any insights from store to HQ teams to improve company performance and customer engagement Operations Ensure the store is staffed efficiently through effective rotaring reflecting weekly trading patterns Manage stock by liaising with distribution and merchandising departments to maximize sales and minimize discounts and residual stocks Optimise conversion through effective visual merchandising and presentation of the store. Implement visual merchandising plans each season utilizing the store team to set up window displays and run marketing campaigns in store, working closely with the Finisterre visual merchandiser Manage all costs of the store efficiently and communicate any maintenance needs back to retail ops team Manage all aspects of store security in accordance with company policy and procedure including staff, cash, stock, IT & buildings Manage health & safety for the store for day to day running plus any additional events Maintain a high standard of housekeeping and instruct store team to upkeep the general tidiness and cleanliness in store Take additional responsibility as required, to include covering other stores, acting as a training store, arranging group events, supporting new store launches & projects People Be a role model for your store team, motivating, training and developing all staff to be at the top of their ability Communicate company goals to store team as appropriate and attend company events when necessary Take responsibility for team development and actively seek opportunities for improvement through internal and external sources Recruit staff that show a passion towards the brand values of the company reflecting our attitude towards Product/ People/ Environment and showing a good level of commitment Ensure your team is fully versed on product knowledge and continually looking for ways to improve performance - personally, as a team and of the store KPIs Annual sales & contribution targets ATV Stock cover Store running costs v budget Conversion Customer satisfaction WHAT YOU'LL BRING TO FINISTERRE You share our love of the sea and our brand values. You care about our planet and want to share your passion for protecting it with others. You like to lead by example, motivating and supporting others. You are a people person, building positive relationships with both customers and your retail team. You pay attention to detail, take pride in delivering tasks accurately and to a high standard. Proven experience at Store Manager level within a premium fashion brand who share Finisterre's brand ethos Be commercially aware and possess in depth experience of working towards KPIs Competent with Excel, Word and Office Outlook Driven towards retail excellence and motivating towards other members of the team Punctual, responsive and a good communicator Ability to ensure on-going improvement of customer service standards across the company Passion, energy and aspiration in line with Finisterre products, brand and customers A good problem solver Important: The successful candidate must, by the start of their employment, have to work in the UK. Please note that Finisterre are not licensed to sponsor overseas workers. WHAT YOU'LL RECEIVE FROM FINISTERRE We are offering a full time, permanent contract, based at our upcoming new store in Southwold. We'll invest in you with a competitive salary circa £30,000 - £32,000, depending on your skills and experience. But it's not just a job. At Finisterre, we provide an opportunity to grow and develop yourself within at a fast-paced, growing B Corp certified brand with a great culture and an exciting purpose. You'll get the chance to collaborate with a diverse community of people with a shared mission. In return, we take good care of you through a range of initiatives and rewards, including: 25 days holiday per year,plus an allowance ofup to 8 UK bank holidays(pro rata for pat time employees) Additional holidays for length of service Your birthday day off Up to 3 daysof paid volunteering per year - we will support you in giving back to communities and causes A discretionary bonus scheme,based on store performance A pension scheme with Nest 60% product discount for personal and gift use 30% Friends and Family product discount A uniform allowance to help you representthe Finisterre brand with confidence and authenticity on the shop floor Enhanced Family Leave policies to support you in growing your family Life assurance with access to an onlinewellbeing platform which includes, an employee assistance program, virtual GP appointments, digital gym, and a range of perks Access to a range of wellbeing resources, including counselling services, cycle to work, eye tests, and wellbeing activities Regular team social and training days Various discounts from our B Corp community Access our online Learning Library and company-wide training sessionsdelivered by both internal and external trainers to support you in your ongoing development. . click apply for full job details
Finance Business Partner page is loaded Finance Business Partnerlocations: Ash Grovetime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 11, 2026 (30 days left to apply)job requisition id: JR11933 Salary Replace existing role after departure - £55k-£60k in budgetStagecoach's absolute focus remains on safety and operational excellence, which underpin our delivery of high quality public transport services. Providing good value travel and investing in our people, vehicle fleet and new technology is central to enhancing our customers' experience. We also continue to take steps to improve the efficiency of our operations and maintain close control of costs. We are pursuing a package of commercial and technology-led initiatives to drive growth and meet the evolving demand for transport linked to changes in working, social, and retail patterns. While we recognise the competitive challenges in some of our markets in the UK, we are confident that public transport will be central to delivering Government priorities to grow the economy, connect people and communities, reduce road congestion and improve air quality and Stagecoach is well placed to benefit from these opportunities.You will join a privately owned company providing bus services throughout the UK. Stagecoach London operates from 13 sites running bus services carrying around 300 million passengers per annum. Our team of 5,000 staff helps keep London moving with our fleet of over 1,300 buses traveling over 40 million miles per annum.As part of London Finance Team you will be supported by a Shared Service Centre (based in Stockport) fulfilling various functions including financial and management accounting services, and treasury. The work is varied and challenging within a very interesting and dynamic environment; Stagecoach London are successfully delivering early key milestones of our Turn Around Plan for the past 2 years, leading the company back to a profitable and growing position.This role will be based at our London HQ in Ash Grove Bus Depot in Hackney, London, with the opportunity to work and interact with multiple in-house departments (Operations, Engineering, Commercial, and Performance Team) across our 13 Bus Depots. Hybrid working can be accommodated subject to operational requirements. Role Overview We are seeking a commercially astute Finance Business Partner to join our Finance team. This is a pivotal role, will focus on providing financial analysis and reporting to support quality decisions making across operations, drivers costs and better allocation of resources to improve the company profitability.The role will lead you to work closely with operational teams to translate financial data into actionable insights, support decision-making, and drive business performance by managing budgets throughout period end. Throughout the year, you will also be working in close collaboration with our Shared Service Centre and the wider Finance Team to build / consolidate the budgets and forecasts, with a special focus on Operations / Drivers costs.Benefiting from the proximity of the role with Operations, you will also help build bridges between Operations, Training School, & Safety Teams. The improvement of our Drivers recruitment & retention are crucial to the business, ensuring the wider business delivers the services for the public. Key Responsibilities Full ownership of the company's Driver's cost and Operational Costs with clear understanding of the risks / opportunities. Leading Financial Business Partner with our Operations Director, Head of Human Resources, and Training School management. Evaluate new business opportunities throughout your ad-hoc analysis and strong of proposition when it come to identifying opportunities of cost control for Drivers / Operational areas. Monitor and report on KPIs related to Drivers / Operation / Safety and Training School Build strong working relationships with General Managers and Operation Managers throughout period end and partnering missions Driver actionable insights from a wealth of data ensuring a single source of truth. Period-end close process and Drivers Costs / Operational costs variance analysis with support of Shared Service Centre (Management Accountant) Working closely with the wider finance Team to deliver the budgeting / forecasting costs for Drivers and Operational costs. Leading on Drivers / Operational costs optimization as well as bridging between Finance and Operations department. Supporting the Head of Finance with build a strong and comprehensive cost base for Drivers / Operations that will be feed into Tendering processes. Skills & Experience Proven experience in a Commercial Finance, Financial Planning & Analysis (FP&A), or Business Partnering role. Advanced Excel and financial modelling skills Analytical mindset with attention to detail and ability to see the "big picture." Experience working within the transport, logistics, or other sectors with large volumes of shift workers. Strong communication/soft skills with the ability to present complex financial data in a clear and concise manner. Experience using finance and data tools (SAP, Oracle, Tableau) is advantageous. A proactive, self-starting approach with the confidence to challenge and influence decision-makers. Qualifications Part-qualified or qualified accountant (ACCA/CIMA/ACA) or equivalent commercial finance qualification. A degree in Finance, Economics, Business, or a related discipline is preferred. Work for one of London's most recognised and respected transport operators. Be at the heart of commercial decision-making in a business that directly impacts millions of lives and where your work will be directly impacting the business with measurable results. Great opportunities for progression and personal development. Competitive salary + benefits package, including free TfL travel Stagecoach is proudly an inclusive employer, striving towards a culture whereby everyone can be themselves and where all the differences our people bring are truly revered. We welcome applications from all, irrespective of gender, ethnicity, race, religion, beliefs, disability, neuro-diversity, sexual orientation or age. subject to criteria and TfL conditionsStagecoach is proudly an inclusive employer, striving for a culture where everyone can be themselves and where all the differences people bring are truly appreciated. We welcome applications from all, irrespective of gender, ethnicity, race, religion, beliefs, disability, neurodiversity, sexual orientation, or age. Location: Stagecoach London Head Office Stephenson Street, Canning Town London E16 4SAFounded in 1980, Stagecoach has established itself as the UK's largest transport operator, with services connecting more than 100 major towns and cities in England, Scotland, and Wales. We work with our partners to deliver a greener, smarter, safer, healthier, and fairer country. Providing extensive expertise in commercial and contracted markets, we assist national and regional government to deliver on ambitious plans for their citizens, communities, and local economy. Our team of 26,000 employees are proud to serve our customers and be an integral part of their local communities.
Dec 13, 2025
Full time
Finance Business Partner page is loaded Finance Business Partnerlocations: Ash Grovetime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 11, 2026 (30 days left to apply)job requisition id: JR11933 Salary Replace existing role after departure - £55k-£60k in budgetStagecoach's absolute focus remains on safety and operational excellence, which underpin our delivery of high quality public transport services. Providing good value travel and investing in our people, vehicle fleet and new technology is central to enhancing our customers' experience. We also continue to take steps to improve the efficiency of our operations and maintain close control of costs. We are pursuing a package of commercial and technology-led initiatives to drive growth and meet the evolving demand for transport linked to changes in working, social, and retail patterns. While we recognise the competitive challenges in some of our markets in the UK, we are confident that public transport will be central to delivering Government priorities to grow the economy, connect people and communities, reduce road congestion and improve air quality and Stagecoach is well placed to benefit from these opportunities.You will join a privately owned company providing bus services throughout the UK. Stagecoach London operates from 13 sites running bus services carrying around 300 million passengers per annum. Our team of 5,000 staff helps keep London moving with our fleet of over 1,300 buses traveling over 40 million miles per annum.As part of London Finance Team you will be supported by a Shared Service Centre (based in Stockport) fulfilling various functions including financial and management accounting services, and treasury. The work is varied and challenging within a very interesting and dynamic environment; Stagecoach London are successfully delivering early key milestones of our Turn Around Plan for the past 2 years, leading the company back to a profitable and growing position.This role will be based at our London HQ in Ash Grove Bus Depot in Hackney, London, with the opportunity to work and interact with multiple in-house departments (Operations, Engineering, Commercial, and Performance Team) across our 13 Bus Depots. Hybrid working can be accommodated subject to operational requirements. Role Overview We are seeking a commercially astute Finance Business Partner to join our Finance team. This is a pivotal role, will focus on providing financial analysis and reporting to support quality decisions making across operations, drivers costs and better allocation of resources to improve the company profitability.The role will lead you to work closely with operational teams to translate financial data into actionable insights, support decision-making, and drive business performance by managing budgets throughout period end. Throughout the year, you will also be working in close collaboration with our Shared Service Centre and the wider Finance Team to build / consolidate the budgets and forecasts, with a special focus on Operations / Drivers costs.Benefiting from the proximity of the role with Operations, you will also help build bridges between Operations, Training School, & Safety Teams. The improvement of our Drivers recruitment & retention are crucial to the business, ensuring the wider business delivers the services for the public. Key Responsibilities Full ownership of the company's Driver's cost and Operational Costs with clear understanding of the risks / opportunities. Leading Financial Business Partner with our Operations Director, Head of Human Resources, and Training School management. Evaluate new business opportunities throughout your ad-hoc analysis and strong of proposition when it come to identifying opportunities of cost control for Drivers / Operational areas. Monitor and report on KPIs related to Drivers / Operation / Safety and Training School Build strong working relationships with General Managers and Operation Managers throughout period end and partnering missions Driver actionable insights from a wealth of data ensuring a single source of truth. Period-end close process and Drivers Costs / Operational costs variance analysis with support of Shared Service Centre (Management Accountant) Working closely with the wider finance Team to deliver the budgeting / forecasting costs for Drivers and Operational costs. Leading on Drivers / Operational costs optimization as well as bridging between Finance and Operations department. Supporting the Head of Finance with build a strong and comprehensive cost base for Drivers / Operations that will be feed into Tendering processes. Skills & Experience Proven experience in a Commercial Finance, Financial Planning & Analysis (FP&A), or Business Partnering role. Advanced Excel and financial modelling skills Analytical mindset with attention to detail and ability to see the "big picture." Experience working within the transport, logistics, or other sectors with large volumes of shift workers. Strong communication/soft skills with the ability to present complex financial data in a clear and concise manner. Experience using finance and data tools (SAP, Oracle, Tableau) is advantageous. A proactive, self-starting approach with the confidence to challenge and influence decision-makers. Qualifications Part-qualified or qualified accountant (ACCA/CIMA/ACA) or equivalent commercial finance qualification. A degree in Finance, Economics, Business, or a related discipline is preferred. Work for one of London's most recognised and respected transport operators. Be at the heart of commercial decision-making in a business that directly impacts millions of lives and where your work will be directly impacting the business with measurable results. Great opportunities for progression and personal development. Competitive salary + benefits package, including free TfL travel Stagecoach is proudly an inclusive employer, striving towards a culture whereby everyone can be themselves and where all the differences our people bring are truly revered. We welcome applications from all, irrespective of gender, ethnicity, race, religion, beliefs, disability, neuro-diversity, sexual orientation or age. subject to criteria and TfL conditionsStagecoach is proudly an inclusive employer, striving for a culture where everyone can be themselves and where all the differences people bring are truly appreciated. We welcome applications from all, irrespective of gender, ethnicity, race, religion, beliefs, disability, neurodiversity, sexual orientation, or age. Location: Stagecoach London Head Office Stephenson Street, Canning Town London E16 4SAFounded in 1980, Stagecoach has established itself as the UK's largest transport operator, with services connecting more than 100 major towns and cities in England, Scotland, and Wales. We work with our partners to deliver a greener, smarter, safer, healthier, and fairer country. Providing extensive expertise in commercial and contracted markets, we assist national and regional government to deliver on ambitious plans for their citizens, communities, and local economy. Our team of 26,000 employees are proud to serve our customers and be an integral part of their local communities.
Bondsmith is a fast growing digital cash savings platform focused on helping customers make the most of their money by offering access to a wide range of savings products. We work with financial institutions like wealth managers, fintechs, banks, and advisors, providing them with tools to get better returns on cash, engage more effectively with clients, and simplify their operations. Our goal is to help savers get the most out of their cash. At Bondsmith, our core values are rapid and continuous improvement, delivering good customer outcomes, and taking end to end ownership. Our team is made up of experienced professionals who are passionate about delivering excellent service and finding new ways to solve challenges in financial services. Joining us means working in a fast-paced environment where you will be making an impact on the financial lives of thousands of savers. We're regulated by the Financial Conduct Authority in the UK. The Role As a Product Owner at Bondsmith, you'll be the bridge between business objectives and technical execution for our savings platform. You'll own the product backlog, translate high-level business goals into actionable requirements, and work closely with engineers, designers, and partners to deliver impactful features. Your work will ensure the platform continues to scale efficiently, delight users, and unlock new opportunities across our embedded finance ecosystem. Key Responsibilities Own and manage the product backlog -write detailed user stories, acceptance criteria, and technical requirements. Collaborate with engineering, design, operations, and compliance teams to deliver features on time and within scope. Translate complex financial and regulatory needs into clear, testable requirements. Support project planning and sprint execution to ensure smooth delivery cycles. Gather and prioritise feedback from internal and external stakeholders. Conduct market and user research to validate requirements and support product decisions. Work closely with the Head of Product to align backlog priorities with the product roadmap. Track progress, identify delivery risks, and maintain clear communication across teams. Requirements 3+ years of experience as a Product Owner, Business Analyst, or similar role. Strong understanding ofAPIs, banking infrastructure, or embedded finance. Excellent requirements writing, project management, and communication skills. Analytical mindset with a focus on delivering measurable impact. Familiarity with savings or wealth products is a plus. Experience using tools such as Jira, Notion, or equivalent for backlog and sprint management. Salary range Why Join Bondsmith? Bondsmith is a fintech success story in the making. We're a small, focused team delivering real value to major enterprise clients, and the demand for what we're building continues to grow. As an early joiner, you'll have the rare opportunity to make a meaningful impact, shape the future of our products, and grow alongside the company. If you're excited by high-growth environments and want your work to matter, Bondsmith is the place to be. Company Benefits Competitive salary Hybrid working (average of 3 days a week expected in office) Share scheme participation All the right equipment to make sure you're working at your best Deliveroo for working late in the office Create a Job Alert Interested in building your career at Bondsmith? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf
Dec 12, 2025
Full time
Bondsmith is a fast growing digital cash savings platform focused on helping customers make the most of their money by offering access to a wide range of savings products. We work with financial institutions like wealth managers, fintechs, banks, and advisors, providing them with tools to get better returns on cash, engage more effectively with clients, and simplify their operations. Our goal is to help savers get the most out of their cash. At Bondsmith, our core values are rapid and continuous improvement, delivering good customer outcomes, and taking end to end ownership. Our team is made up of experienced professionals who are passionate about delivering excellent service and finding new ways to solve challenges in financial services. Joining us means working in a fast-paced environment where you will be making an impact on the financial lives of thousands of savers. We're regulated by the Financial Conduct Authority in the UK. The Role As a Product Owner at Bondsmith, you'll be the bridge between business objectives and technical execution for our savings platform. You'll own the product backlog, translate high-level business goals into actionable requirements, and work closely with engineers, designers, and partners to deliver impactful features. Your work will ensure the platform continues to scale efficiently, delight users, and unlock new opportunities across our embedded finance ecosystem. Key Responsibilities Own and manage the product backlog -write detailed user stories, acceptance criteria, and technical requirements. Collaborate with engineering, design, operations, and compliance teams to deliver features on time and within scope. Translate complex financial and regulatory needs into clear, testable requirements. Support project planning and sprint execution to ensure smooth delivery cycles. Gather and prioritise feedback from internal and external stakeholders. Conduct market and user research to validate requirements and support product decisions. Work closely with the Head of Product to align backlog priorities with the product roadmap. Track progress, identify delivery risks, and maintain clear communication across teams. Requirements 3+ years of experience as a Product Owner, Business Analyst, or similar role. Strong understanding ofAPIs, banking infrastructure, or embedded finance. Excellent requirements writing, project management, and communication skills. Analytical mindset with a focus on delivering measurable impact. Familiarity with savings or wealth products is a plus. Experience using tools such as Jira, Notion, or equivalent for backlog and sprint management. Salary range Why Join Bondsmith? Bondsmith is a fintech success story in the making. We're a small, focused team delivering real value to major enterprise clients, and the demand for what we're building continues to grow. As an early joiner, you'll have the rare opportunity to make a meaningful impact, shape the future of our products, and grow alongside the company. If you're excited by high-growth environments and want your work to matter, Bondsmith is the place to be. Company Benefits Competitive salary Hybrid working (average of 3 days a week expected in office) Share scheme participation All the right equipment to make sure you're working at your best Deliveroo for working late in the office Create a Job Alert Interested in building your career at Bondsmith? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf
Join our market-leading Life and Pensions strategy consulting team, widely recognised by our clients for original insight and deep sector expertise. Create impactful strategies: our work is highly varied, advising on some of the most ambitious strategic programmes in the sector, including: New product development and market entry analysis Customer and adviser strategy Commercial analysis and business case construction Strategy input to digital transformation or delivery programmes Work in a growing practice with leading clients: our team has a strong and growing client network across the industry, including the UK's largest pension providers, wealth managers and insurers Learn from world-class experts: As well as being strategy experts, bridging the gap between strategy and execution is at the heart of what we do. We work closely with Deloitte experts in digital, marketing, risk, product, M&A and actuarial, learning from each other and bringing the best of Deloitte to our clients. Build a brand: Everyone in our team brings unique skills and experience. We take time to help each other develop a domain of expertise, building what we are known for as individuals and in the market. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity As a Manager you will be delivering strategy work for our clients day-to-day. While no two projects are the same, you will typically be leading a workstream within a larger engagement, managing a small number of analysts or consultants, with oversight and support from a Strategy Manager or senior colleagues as needed. You'll play a vital hands-on role in designing and executing the strategic analysis required, conducting research and assembling evidence, distilling insights and constructing strategic recommendations. At times the role will include working with our customer research and proposition design teams. Alongside strong strategy skills, we particularly welcome applications from candidates with experience in marketing, customer strategy or life and pensions proposition design. The nature of the work we do includes: working with clients to understand and define strategic choices ahead of key investment decisions traditional evidence-led analysis to identify market development opportunities to support client strategies determining the optimum business or commercial model to effectively deliver client objectives helping our clients configure effectively and develop their ability to deliver operational excellence in specific areas identifying new ways of working that will stimulate innovation and growth, and lead to better decision-making guiding and supporting clients through imagining, defining and delivering their digital journey to enable competitive advantage The team: The role sits within the Life and Pensions practice, part of Deloitte's Insurance Strategy Consulting team. You will join and learn from a group of experienced Senior Strategy Consultants and Managers with expertise across customer and adviser strategy, wealth management, financial planning and taking new products to market. You'll also benefit from being part of the wider Insurance Strategy community. Beyond the Strategy team, you will build a network with Pensions and Life experts across Deloitte, in digital, marketing, M&A and operations consulting lines. Development: We offer a structured career path and invest in continuous development and learning, which matter greatly to us. Our growth in recent years has been strong and we have ambitious plans for the future: you will find that there is no lack of opportunity for you to develop your career, wherever you may choose to take it. As a Manager your responsibilities will include: Executing rigorous and insightful analysis to build an evidence base to support strategy development and change Mastery of strategy tools and frameworks to solve client problems, and sharing best practice within the team Independently leading a workstream or small project Managing and mentoring junior colleagues to ensure successful project delivery Relationship management: working closely with clients and internal stakeholders, developing strong professional relationships and liaising across Deloitte to deliver a seamless client experience Proactively developing your own skills, seeking feedback, building knowledge, and sharing your insight with colleagues Supporting development of the Insurance Strategy community and team, and supporting business development with clients Connect to your skills and professional experience We are looking for individuals who are trained in strategy and want to build a career in financial services consulting. Direct experience of strategy consulting within a consulting firm, or a strategy-related qualification (e.g. MBA or equivalent) Proven experience of working directly in the Life and Pensions market and a desire to build a career in this area A strong understanding of Life and Pensions propositions, product and regulatory landscape Good understanding of how to construct and evidence strategic arguments, and creativity in identifying evidence sources A strong academic track record Flexibility to travel Any sector specific qualifications (e.g. courses or relevant certificates) Experience in proposition design and delivery Experience in marketing or customer strategy Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Strategy and Business Design The experts in our teams in Strategy and Business Design are trusted advisors to CEOs and their wider organisations. Whether that's launching a new arm of a business, anticipating new and emerging risks or collaborating with other teams, we work on a huge range of varied projects. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "For me it's the people that make it. They are bright, supportive, interesting; we work brilliantly together as a team. But it's not just that, the number of opportunities you get working for such a large firm is amazing." -Jess, Risk & Transactions Advisory Our hybrid working policy You'll be based in Edinburgh or London with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for click apply for full job details
Dec 12, 2025
Full time
Join our market-leading Life and Pensions strategy consulting team, widely recognised by our clients for original insight and deep sector expertise. Create impactful strategies: our work is highly varied, advising on some of the most ambitious strategic programmes in the sector, including: New product development and market entry analysis Customer and adviser strategy Commercial analysis and business case construction Strategy input to digital transformation or delivery programmes Work in a growing practice with leading clients: our team has a strong and growing client network across the industry, including the UK's largest pension providers, wealth managers and insurers Learn from world-class experts: As well as being strategy experts, bridging the gap between strategy and execution is at the heart of what we do. We work closely with Deloitte experts in digital, marketing, risk, product, M&A and actuarial, learning from each other and bringing the best of Deloitte to our clients. Build a brand: Everyone in our team brings unique skills and experience. We take time to help each other develop a domain of expertise, building what we are known for as individuals and in the market. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity As a Manager you will be delivering strategy work for our clients day-to-day. While no two projects are the same, you will typically be leading a workstream within a larger engagement, managing a small number of analysts or consultants, with oversight and support from a Strategy Manager or senior colleagues as needed. You'll play a vital hands-on role in designing and executing the strategic analysis required, conducting research and assembling evidence, distilling insights and constructing strategic recommendations. At times the role will include working with our customer research and proposition design teams. Alongside strong strategy skills, we particularly welcome applications from candidates with experience in marketing, customer strategy or life and pensions proposition design. The nature of the work we do includes: working with clients to understand and define strategic choices ahead of key investment decisions traditional evidence-led analysis to identify market development opportunities to support client strategies determining the optimum business or commercial model to effectively deliver client objectives helping our clients configure effectively and develop their ability to deliver operational excellence in specific areas identifying new ways of working that will stimulate innovation and growth, and lead to better decision-making guiding and supporting clients through imagining, defining and delivering their digital journey to enable competitive advantage The team: The role sits within the Life and Pensions practice, part of Deloitte's Insurance Strategy Consulting team. You will join and learn from a group of experienced Senior Strategy Consultants and Managers with expertise across customer and adviser strategy, wealth management, financial planning and taking new products to market. You'll also benefit from being part of the wider Insurance Strategy community. Beyond the Strategy team, you will build a network with Pensions and Life experts across Deloitte, in digital, marketing, M&A and operations consulting lines. Development: We offer a structured career path and invest in continuous development and learning, which matter greatly to us. Our growth in recent years has been strong and we have ambitious plans for the future: you will find that there is no lack of opportunity for you to develop your career, wherever you may choose to take it. As a Manager your responsibilities will include: Executing rigorous and insightful analysis to build an evidence base to support strategy development and change Mastery of strategy tools and frameworks to solve client problems, and sharing best practice within the team Independently leading a workstream or small project Managing and mentoring junior colleagues to ensure successful project delivery Relationship management: working closely with clients and internal stakeholders, developing strong professional relationships and liaising across Deloitte to deliver a seamless client experience Proactively developing your own skills, seeking feedback, building knowledge, and sharing your insight with colleagues Supporting development of the Insurance Strategy community and team, and supporting business development with clients Connect to your skills and professional experience We are looking for individuals who are trained in strategy and want to build a career in financial services consulting. Direct experience of strategy consulting within a consulting firm, or a strategy-related qualification (e.g. MBA or equivalent) Proven experience of working directly in the Life and Pensions market and a desire to build a career in this area A strong understanding of Life and Pensions propositions, product and regulatory landscape Good understanding of how to construct and evidence strategic arguments, and creativity in identifying evidence sources A strong academic track record Flexibility to travel Any sector specific qualifications (e.g. courses or relevant certificates) Experience in proposition design and delivery Experience in marketing or customer strategy Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Strategy and Business Design The experts in our teams in Strategy and Business Design are trusted advisors to CEOs and their wider organisations. Whether that's launching a new arm of a business, anticipating new and emerging risks or collaborating with other teams, we work on a huge range of varied projects. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "For me it's the people that make it. They are bright, supportive, interesting; we work brilliantly together as a team. But it's not just that, the number of opportunities you get working for such a large firm is amazing." -Jess, Risk & Transactions Advisory Our hybrid working policy You'll be based in Edinburgh or London with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for click apply for full job details
Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you Our client is looking for a new Head of Operations to join their practice based in Esher, Surrey. We are looking for an extremely experienced candidate, with 10+ years of work history in a similar role. This will be an office based position working for a busy SJP Practice. Role Overview To set the strategic objectives for the Practice aligned with the direction of the Partners. Implementing change, ensuring all functions of the business are operating efficiently and within best practice principles. Overseeing and assisting with key business functions including advisory, marketing, business development, paraplanning and administration ensuring they are wholly aligned to Practice objectives Key Tasks Develop and implement effective infrastructure, systems, processes and procedures Day to day management and overseeing of the Practice including client servicing requirements Ensure all team members perform their key functions consistently and efficiently through effective people management skills and processes Monitoring adherence of all SJP procedures and internal processes Provide ongoing technical support and training to management staff joining the Practice to support them manage their team effectively Overseeing and monitoring the effective management of all client data on the CRMs Ensuring Compliance throughout the Practice is efficiently monitored and up to date including Anti Money Laundering, CPD, regulatory and legislative requirements Regularly updating the Record of Processing (ROP) document Monitor business reports, trends and statistical analysis to identify opportunities and challenges which might affect the growth of the Practice Liaison with the Directors and other PSS (as appropriate) to gather weekly productivity stats and obtain key updates on cases To identify any potential issues within the Practice and address them accordingly Preparing meeting agendas for the weekly and monthly team meetings Reviewing and updating the Practice Manual, when required Monitor tasks and workloads of other PSS, conduct weekly 1:1s with them to oversee quality of work and check capacity Overseeing the Practice's HR requirements including paperwork for new starters, DBS checks, IT set up etc Assisting with the training and onboarding of new starters Oversee the Practice's social media pages and all marketing requirements including website updates, client mailshots and approvals from Marketing & Financial Promotions Enable the team to develop client relationships and referrals, service existing clients and assist in building new relationships (incorporating client entertainment events) to create a first-class client servicing strategy Assisting the Directors with any client events the Practice hosts Co-ordinating / assisting with any ad hoc projects such as BSPs, client reallocations, campaigns etc Monitoring the business pipeline and ensuring new business is issued promptly and correctly Maintain notes on projected business KPIs and be aware of financial targets set for the Practice Liaise each week with PSS / advisers to ensure that Head Office calls re new business are done and all outstanding documents are submitted correctly and in a timely manner Liaising with the Directors and ensuring that IAF / any adviser fee splits are correct on EBS's Preparing any confidential correspondence and/or documents as required by the Directors including meeting minutes Logging client / key calls on Salesforce and taking detailed notes as appropriate Use of Salesforce to monitor tasks, note client actions and update client status Liaising with the Admin Centres, SSMs and other SJP support departments as required Scanning, printing, filing and other administrative tasks required within the role Any other duties within your scope of work in order to meet the needs of the business Education Skills Required: Higher education, college or university Minimum of 5 x Grade C or above GCSEs (or equivalent) including English and Maths Ideally Dip PFS or equivalent qualification, be working towards or have the desire to gain a diploma/chartered qualification Knowledge and Experienced Required: Background in or knowledge of Financial Services or Wealth Management - essential Prior management experience within a regulated environment - minimum of 10 years Experience of managing workflow, systems and procedures Experience of managing and developing people Exceptional knowledge of Salesforce and/or other financial based CRM IT proficient in Microsoft Outlook, Word and Excel Candidate Attributes Required: Highly organised with excellent attention to detail Able to work in a fast paced environment and cope with pressure when required Time efficient with a methodical approach to prioritising and/or delegating tasks Ability to prioritise own workload effectively and be self-motivated The ability to multitask efficiently and think 'outside the box' Able to use own initiative coupled with a proactive approach Accurate typing with exceptional English and grammar skills Open to change with a creative approach to problem solving Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision Discretion, confidentiality and empathy towards staff when dealing with sensitive or personal matters An enthusiastic and ambitious attitude to self-development and personal growth Adaptable and flexible Smart and well presented, with a professional telephone manner If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy . Ready to start your Artemis Journey? Ready to find your next role? We are ready to support your journey, guiding you through the job market and industry. We will be there every step of the way! We'll connect you with top-tier talent that fits your business - fast, confidential, and hasslefree. Want to speak to us? Talk to one of the team today about what you are looking for!
Dec 12, 2025
Full time
Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you Our client is looking for a new Head of Operations to join their practice based in Esher, Surrey. We are looking for an extremely experienced candidate, with 10+ years of work history in a similar role. This will be an office based position working for a busy SJP Practice. Role Overview To set the strategic objectives for the Practice aligned with the direction of the Partners. Implementing change, ensuring all functions of the business are operating efficiently and within best practice principles. Overseeing and assisting with key business functions including advisory, marketing, business development, paraplanning and administration ensuring they are wholly aligned to Practice objectives Key Tasks Develop and implement effective infrastructure, systems, processes and procedures Day to day management and overseeing of the Practice including client servicing requirements Ensure all team members perform their key functions consistently and efficiently through effective people management skills and processes Monitoring adherence of all SJP procedures and internal processes Provide ongoing technical support and training to management staff joining the Practice to support them manage their team effectively Overseeing and monitoring the effective management of all client data on the CRMs Ensuring Compliance throughout the Practice is efficiently monitored and up to date including Anti Money Laundering, CPD, regulatory and legislative requirements Regularly updating the Record of Processing (ROP) document Monitor business reports, trends and statistical analysis to identify opportunities and challenges which might affect the growth of the Practice Liaison with the Directors and other PSS (as appropriate) to gather weekly productivity stats and obtain key updates on cases To identify any potential issues within the Practice and address them accordingly Preparing meeting agendas for the weekly and monthly team meetings Reviewing and updating the Practice Manual, when required Monitor tasks and workloads of other PSS, conduct weekly 1:1s with them to oversee quality of work and check capacity Overseeing the Practice's HR requirements including paperwork for new starters, DBS checks, IT set up etc Assisting with the training and onboarding of new starters Oversee the Practice's social media pages and all marketing requirements including website updates, client mailshots and approvals from Marketing & Financial Promotions Enable the team to develop client relationships and referrals, service existing clients and assist in building new relationships (incorporating client entertainment events) to create a first-class client servicing strategy Assisting the Directors with any client events the Practice hosts Co-ordinating / assisting with any ad hoc projects such as BSPs, client reallocations, campaigns etc Monitoring the business pipeline and ensuring new business is issued promptly and correctly Maintain notes on projected business KPIs and be aware of financial targets set for the Practice Liaise each week with PSS / advisers to ensure that Head Office calls re new business are done and all outstanding documents are submitted correctly and in a timely manner Liaising with the Directors and ensuring that IAF / any adviser fee splits are correct on EBS's Preparing any confidential correspondence and/or documents as required by the Directors including meeting minutes Logging client / key calls on Salesforce and taking detailed notes as appropriate Use of Salesforce to monitor tasks, note client actions and update client status Liaising with the Admin Centres, SSMs and other SJP support departments as required Scanning, printing, filing and other administrative tasks required within the role Any other duties within your scope of work in order to meet the needs of the business Education Skills Required: Higher education, college or university Minimum of 5 x Grade C or above GCSEs (or equivalent) including English and Maths Ideally Dip PFS or equivalent qualification, be working towards or have the desire to gain a diploma/chartered qualification Knowledge and Experienced Required: Background in or knowledge of Financial Services or Wealth Management - essential Prior management experience within a regulated environment - minimum of 10 years Experience of managing workflow, systems and procedures Experience of managing and developing people Exceptional knowledge of Salesforce and/or other financial based CRM IT proficient in Microsoft Outlook, Word and Excel Candidate Attributes Required: Highly organised with excellent attention to detail Able to work in a fast paced environment and cope with pressure when required Time efficient with a methodical approach to prioritising and/or delegating tasks Ability to prioritise own workload effectively and be self-motivated The ability to multitask efficiently and think 'outside the box' Able to use own initiative coupled with a proactive approach Accurate typing with exceptional English and grammar skills Open to change with a creative approach to problem solving Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision Discretion, confidentiality and empathy towards staff when dealing with sensitive or personal matters An enthusiastic and ambitious attitude to self-development and personal growth Adaptable and flexible Smart and well presented, with a professional telephone manner If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy . Ready to start your Artemis Journey? Ready to find your next role? We are ready to support your journey, guiding you through the job market and industry. We will be there every step of the way! We'll connect you with top-tier talent that fits your business - fast, confidential, and hasslefree. Want to speak to us? Talk to one of the team today about what you are looking for!
Reconciliations and Custody Control Manager London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: The Custody and Execution Services business unit comprises of a number of teams in a back-office operations function: Trade Support, Dealing, Corporate Actions, Treasury and Custody Control. Custody and Execution Services provides a wide range of services and support for LGT Wealth Management's Investment Managers, their teams and their clients. Brief Role Objective: This role is in the Reconciliations and Custody Control team within Custody Services. The main objective of this role is to provide BAU oversight of the cash and asset reconciliations processes and liaise directly with the CASS team to ensure accurate and timely production of the daily CMR calculation. This also includes undertaking regular reviews of all outstanding items and production of monthly MI. The individual may also provide cover for all reconciliations tasks during annual leave/sickness. As a manager of the team the individual will be expected to identify process improvements and effieicncies as will as partake in projects that impact the Reconciliations space. This will include upgrades and enhancements to our reconciliation tool Autorek as well as Figaro. Knowledge of both these systems will be extremely beneficial to the role. One of our strategic goals is to implement improved workflows and enhancements to our existing systems and this will be a key component for this new role. As a line manager, this role will require supporting and developing a team, undertaking goal setting and performance reviews. The individual will also be required to provide support to the Team Head for BAU control tasks and help implement new controls and reconciliations as part of the build out of the control framework. The successful candidate will therefore need to have an excellent understanding of all operations processes and be familiar with double entry book-keeping and the trial balance. Key Responsibilities: Oversight of cash and asset reconciliations, liaising with other teams to ensure comprehensive commentary and timely resolution of breaks. Provide absence cover if required for all reconciliations BAU tasks Review and oversight of the daily CMR calculation. Monthly formal reconciliation reviews and production of MI Development of comprehensive MI for cash and assets. Assist in the development of Autorek to enhance reporting and process efficiencies Procedure and policy reviews and updates Line Management Assist with UAT for system upgrades, new process implementations Assist on various projects across the business to ensure that impact Reconciliations and/or Custody Control. Your profile Key Skills and Technical Requirements: Competent in all MS Office products Advanced level of knowledge with excel Knowledge of FNZ's Figaro system is desirable Knowledge of Autorek is extremely desirable SQL and Power BI expertise is desirable Other Skills and Attributes: Bachelor's degree in accounting, finance or related field, or equivalent work experience Wealth management and/or financial services experience gained within an operations environment Highly proficient in cash and asset reconciliations Demonstrable knowledge of CASS reconciliations Excellent numerical skills Investigative approach to problem solving Knowledge of double entry book-keeping and trial balance. Strong analytical skills with the ability to collect, organise and analyse and disseminate significant amounts of information accurately Excellent verbal and written communications skills, and excellent time management abilities Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.
Dec 12, 2025
Full time
Reconciliations and Custody Control Manager London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: The Custody and Execution Services business unit comprises of a number of teams in a back-office operations function: Trade Support, Dealing, Corporate Actions, Treasury and Custody Control. Custody and Execution Services provides a wide range of services and support for LGT Wealth Management's Investment Managers, their teams and their clients. Brief Role Objective: This role is in the Reconciliations and Custody Control team within Custody Services. The main objective of this role is to provide BAU oversight of the cash and asset reconciliations processes and liaise directly with the CASS team to ensure accurate and timely production of the daily CMR calculation. This also includes undertaking regular reviews of all outstanding items and production of monthly MI. The individual may also provide cover for all reconciliations tasks during annual leave/sickness. As a manager of the team the individual will be expected to identify process improvements and effieicncies as will as partake in projects that impact the Reconciliations space. This will include upgrades and enhancements to our reconciliation tool Autorek as well as Figaro. Knowledge of both these systems will be extremely beneficial to the role. One of our strategic goals is to implement improved workflows and enhancements to our existing systems and this will be a key component for this new role. As a line manager, this role will require supporting and developing a team, undertaking goal setting and performance reviews. The individual will also be required to provide support to the Team Head for BAU control tasks and help implement new controls and reconciliations as part of the build out of the control framework. The successful candidate will therefore need to have an excellent understanding of all operations processes and be familiar with double entry book-keeping and the trial balance. Key Responsibilities: Oversight of cash and asset reconciliations, liaising with other teams to ensure comprehensive commentary and timely resolution of breaks. Provide absence cover if required for all reconciliations BAU tasks Review and oversight of the daily CMR calculation. Monthly formal reconciliation reviews and production of MI Development of comprehensive MI for cash and assets. Assist in the development of Autorek to enhance reporting and process efficiencies Procedure and policy reviews and updates Line Management Assist with UAT for system upgrades, new process implementations Assist on various projects across the business to ensure that impact Reconciliations and/or Custody Control. Your profile Key Skills and Technical Requirements: Competent in all MS Office products Advanced level of knowledge with excel Knowledge of FNZ's Figaro system is desirable Knowledge of Autorek is extremely desirable SQL and Power BI expertise is desirable Other Skills and Attributes: Bachelor's degree in accounting, finance or related field, or equivalent work experience Wealth management and/or financial services experience gained within an operations environment Highly proficient in cash and asset reconciliations Demonstrable knowledge of CASS reconciliations Excellent numerical skills Investigative approach to problem solving Knowledge of double entry book-keeping and trial balance. Strong analytical skills with the ability to collect, organise and analyse and disseminate significant amounts of information accurately Excellent verbal and written communications skills, and excellent time management abilities Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.
Senior Buyer - Technology Services Procurement page is loaded Senior Buyer - Technology Services Procurementlocations: GBR-London-10 Paternoster Squaretime type: Full timeposted on: Posted Todayjob requisition id: RLSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. We are dedicated, open-access partners with a dedication to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, manage risk and create jobs. It's how we've contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years. Through a comprehensive suite of trusted financial market infrastructure services - and our open-access model - we provide the flexibility, stability and trust that enable our customers to pursue their ambitions with confidence and clarity.LSEG is headquartered in the United Kingdom, with significant operations in 65 countries across EMEA, North America, Latin America and Asia Pacific. We employ 25,000 people globally, more than half located in Asia Pacific. LSEG's ticker symbol is LSEG.OUR PEOPLE:People are at the heart of what we do and drive the success of our business. Our values of Integrity, Partnership, Excellence and Change shape how we think, how we do things and how we help our people fulfil their potential. We embrace diversity and actively seek to attract individuals with unique backgrounds and perspectives. We break down barriers and encourage teamwork, enabling innovation and rapid development of solutions that make a difference. Our workplace generates an enriching and rewarding experience for our people and customers alike. Our vision is to build an inclusive culture in which everyone feels encouraged to fulfil their potential.We know that real personal growth cannot be achieved by simply climbing a career ladder - which is why we encourage and enable a wealth of avenues and interesting opportunities for everyone to broaden and deepen their skills and expertise. As a global organisation spanning 65 countries and one rooted in a culture of growth, opportunity, diversity and innovation, LSEG is a place where everyone can grow, develop and fulfil your potential with meaningful careers.ROLE PROFILE:Group Procurement is responsible for managing third-party supplier engagements, partnering with the business to drive high performance and sustainable value from our supplier relationships. We aim to make LSEG easier and more attractive to do business with and we consider our suppliers as a source of competitive advantage and not just about cost.We operate a business partnering and supplier relationship management (SRM) model, aligned to stakeholder groups and spend categories, ensuring value through early and strategic engagement and insightful vendor spend analytics.Some key characteristics of the Group Procurement organisation:• Supplier spend c £2BN and c. 5,000 suppliers• Team structured around:o Three towers aligned to the master categories of spend (Technology, Services and Corporate), focused on category management, sourcing, supplier relationship management and business partneringo A Strategy & Performance centre, enabling function to drive and implement the strategy of the Group Procurement function, best in class procurement policy and processeso A Third Party Risk Management (TPRM) (1LoD) team responsible for operationalising the process to enable LSEG businesses to exercise robust management of risks associated with internal and external third party supplierso A Supplier Relationship Management team responsible for strategic partnership with key suppliers, and the Supplier Relationship Management Framework• Key hubs for the category teams in London, Bangalore and New York with a small amount of decentralised activity to support local markets which are in various global locations including Europe and AsiaThe purpose of the role is to support the Category Lead and Category Managers with the delivery of the category strategy and deployment of the supplier relationship management program, ensure quality issues are resolved with the supply base and monitor the PR/PO pipeline.This individual will take direction from the Category Lead/Director and Category Managers to implement the agreed strategies.The role will perform a combination of sourcing, supplier management and business engagement activities, with an emphasis on sourcing.Additionally, the role handles a subset of LSEG's Focussed suppliers with category spend above £500K, drive the supplier relationship management (SRM) program with those suppliers, monitor and provide approval for purchase requests in Ariba and Oracle, plus SOWs in Fieldglass.This role sits in the Services tower reporting to the Category Director for Technology Services, who leads the global procurement activities including engagement and ongoing management of third-party suppliers, the sourcing and supplier strategy, and roadmap for the Category.Although primarily aligned to the above category, this role may be required to support other sub-teams within Group Procurement from time to time.Key Responsibilities• Support the delivery of the category strategy and deployment of the supplier relationship management program• Involvement in the development of sourcing strategies, including identifying risks, key outputs, and products• Lead sourcing and negotiation activities for low to medium spend SOWs across the team, analysing financial and commercial structure, engaging Legal as the need arises and ensuring correct terms and conditions are applied, plus finance to understand budget constraints• Engage SOW owners to ensure renewal is required and scale is accurate• Engage the appropriate project lead or vendor manager to ensure they raise the Purchase request in good time• Support Category Leads or Category Managers with SRM activities, handle allocated supplier relationships• Support sourcing activities across the wider team (Category Directors or Category Managers in other categories), as the need arises depending on workload• The PR/PO pipeline for the assigned Category of spend• Review pipelines of projects, PR/PO approvals, SOWs approvals in Fieldglass, and liaise with the Category Lead and relevant Category Managers• Ensure purchase requests meet required standards - i.e. approval process has been followed, a fully signed LSEG standard contract and statement of work (if applicable) is in place, the supplier has been correctly onboarded and approved• Ensure Category Managers and business contacts are kept up to date with the status each sourcing project• Research market and industry developments• Make recommendations on alternate sources of supply to provide choice to LSEGEngagement with LSEG businessEngage regularly with key partners across the business and key functions such as Legal, Finance and HR to progress queries and act as a procurement point of contact, with support from the Category Lead and other Category Managers• Engage with budget-owners to obtain key information and explain procurement processes in line with agreed process and procedures• Deal with queries from other LSEG staff, alerting Category Managers as appropriate• Engage with key functions to obtain information and complete necessary actions such as supplier segmentation form• Work with buisness delivery teams and Category Managers to identify and maintain the project pipeline• Supporting business as usual activitiesProcurement systems tools, and data• Maintain data within Procurement systems and tools (e.g. pipeline management tool, savings tracker, supplier and contract databases, Category spend metrics)• Ensure that purchasing, pricing
Dec 12, 2025
Full time
Senior Buyer - Technology Services Procurement page is loaded Senior Buyer - Technology Services Procurementlocations: GBR-London-10 Paternoster Squaretime type: Full timeposted on: Posted Todayjob requisition id: RLSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. We are dedicated, open-access partners with a dedication to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, manage risk and create jobs. It's how we've contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years. Through a comprehensive suite of trusted financial market infrastructure services - and our open-access model - we provide the flexibility, stability and trust that enable our customers to pursue their ambitions with confidence and clarity.LSEG is headquartered in the United Kingdom, with significant operations in 65 countries across EMEA, North America, Latin America and Asia Pacific. We employ 25,000 people globally, more than half located in Asia Pacific. LSEG's ticker symbol is LSEG.OUR PEOPLE:People are at the heart of what we do and drive the success of our business. Our values of Integrity, Partnership, Excellence and Change shape how we think, how we do things and how we help our people fulfil their potential. We embrace diversity and actively seek to attract individuals with unique backgrounds and perspectives. We break down barriers and encourage teamwork, enabling innovation and rapid development of solutions that make a difference. Our workplace generates an enriching and rewarding experience for our people and customers alike. Our vision is to build an inclusive culture in which everyone feels encouraged to fulfil their potential.We know that real personal growth cannot be achieved by simply climbing a career ladder - which is why we encourage and enable a wealth of avenues and interesting opportunities for everyone to broaden and deepen their skills and expertise. As a global organisation spanning 65 countries and one rooted in a culture of growth, opportunity, diversity and innovation, LSEG is a place where everyone can grow, develop and fulfil your potential with meaningful careers.ROLE PROFILE:Group Procurement is responsible for managing third-party supplier engagements, partnering with the business to drive high performance and sustainable value from our supplier relationships. We aim to make LSEG easier and more attractive to do business with and we consider our suppliers as a source of competitive advantage and not just about cost.We operate a business partnering and supplier relationship management (SRM) model, aligned to stakeholder groups and spend categories, ensuring value through early and strategic engagement and insightful vendor spend analytics.Some key characteristics of the Group Procurement organisation:• Supplier spend c £2BN and c. 5,000 suppliers• Team structured around:o Three towers aligned to the master categories of spend (Technology, Services and Corporate), focused on category management, sourcing, supplier relationship management and business partneringo A Strategy & Performance centre, enabling function to drive and implement the strategy of the Group Procurement function, best in class procurement policy and processeso A Third Party Risk Management (TPRM) (1LoD) team responsible for operationalising the process to enable LSEG businesses to exercise robust management of risks associated with internal and external third party supplierso A Supplier Relationship Management team responsible for strategic partnership with key suppliers, and the Supplier Relationship Management Framework• Key hubs for the category teams in London, Bangalore and New York with a small amount of decentralised activity to support local markets which are in various global locations including Europe and AsiaThe purpose of the role is to support the Category Lead and Category Managers with the delivery of the category strategy and deployment of the supplier relationship management program, ensure quality issues are resolved with the supply base and monitor the PR/PO pipeline.This individual will take direction from the Category Lead/Director and Category Managers to implement the agreed strategies.The role will perform a combination of sourcing, supplier management and business engagement activities, with an emphasis on sourcing.Additionally, the role handles a subset of LSEG's Focussed suppliers with category spend above £500K, drive the supplier relationship management (SRM) program with those suppliers, monitor and provide approval for purchase requests in Ariba and Oracle, plus SOWs in Fieldglass.This role sits in the Services tower reporting to the Category Director for Technology Services, who leads the global procurement activities including engagement and ongoing management of third-party suppliers, the sourcing and supplier strategy, and roadmap for the Category.Although primarily aligned to the above category, this role may be required to support other sub-teams within Group Procurement from time to time.Key Responsibilities• Support the delivery of the category strategy and deployment of the supplier relationship management program• Involvement in the development of sourcing strategies, including identifying risks, key outputs, and products• Lead sourcing and negotiation activities for low to medium spend SOWs across the team, analysing financial and commercial structure, engaging Legal as the need arises and ensuring correct terms and conditions are applied, plus finance to understand budget constraints• Engage SOW owners to ensure renewal is required and scale is accurate• Engage the appropriate project lead or vendor manager to ensure they raise the Purchase request in good time• Support Category Leads or Category Managers with SRM activities, handle allocated supplier relationships• Support sourcing activities across the wider team (Category Directors or Category Managers in other categories), as the need arises depending on workload• The PR/PO pipeline for the assigned Category of spend• Review pipelines of projects, PR/PO approvals, SOWs approvals in Fieldglass, and liaise with the Category Lead and relevant Category Managers• Ensure purchase requests meet required standards - i.e. approval process has been followed, a fully signed LSEG standard contract and statement of work (if applicable) is in place, the supplier has been correctly onboarded and approved• Ensure Category Managers and business contacts are kept up to date with the status each sourcing project• Research market and industry developments• Make recommendations on alternate sources of supply to provide choice to LSEGEngagement with LSEG businessEngage regularly with key partners across the business and key functions such as Legal, Finance and HR to progress queries and act as a procurement point of contact, with support from the Category Lead and other Category Managers• Engage with budget-owners to obtain key information and explain procurement processes in line with agreed process and procedures• Deal with queries from other LSEG staff, alerting Category Managers as appropriate• Engage with key functions to obtain information and complete necessary actions such as supplier segmentation form• Work with buisness delivery teams and Category Managers to identify and maintain the project pipeline• Supporting business as usual activitiesProcurement systems tools, and data• Maintain data within Procurement systems and tools (e.g. pipeline management tool, savings tracker, supplier and contract databases, Category spend metrics)• Ensure that purchasing, pricing
Apply now Job no: 561464 Work type: Full time Categories: Central Support Location: North Lincolnshire, Greater Manchester, East Riding of Yorkshire, Yorkshire, Yorkshire and Humberside, City of Leeds, East Yorkshire, Humberside, North Yorkshire, South Yorkshire, West Yorkshire, Worcestershire Salary: Up to £34,000 Business Area: Halfords Support Centre About us At Halfords, our mission is to inspire and support a lifetime of motoring and cycling. As a specialist retailer, we lead the market through customer-driven innovation and a distinct product range. We are dedicated to providing our customers with an integrated, unique, and convenient service experience-from e-bike and electric vehicle servicing to on-demand solutions. Our commitment is to foster customer loyalty by offering compelling reasons to keep coming back to our stores, ensuring a lifetime of motoring and cycling enjoyment. The teams at our Redditch Support Centre work with every other area of our business, putting them at the heart of the action and playing a key role in our success and growth. Everyone brings their individual knowledge and experience to work every day, working as one team to keep things moving smoothly. If you're willing to get stuck in, you'll love it here too. So put yourself at the heart of a dynamic, fast-paced working environment where expertise and focus take people far. About the role We are looking for a Health and Safety Business Partner in the North of England to support a robust and sustainable health and safety culture across Halfords Garages, Halfords Retail and Halfords Mobile Experts. Overcoming cultural and behavioural challenges to monitor and steer progress whilst identifying the impact of safety processes and practices, ensuring these are implemented to the highest possible standards. This role will build rapport and strengthen relationships across the Halfords Group to both empower & promote colleagues to take ownership of health & safety. Key responsibilities To undertake audits and workplace/area inspections to proactively identify where health & safety management practices and overall standards can be improved. Provide written reports by the way of inspection, visible safety leadership (VSL), and monthly summaries where necessary to assist Halfords in implementing solutions to improve its overall health & safety performance. To undertake investigations for all accidents, incidents, significant events, and safety concerns as required to identify both root cause and preventative measures to prevent reoccurrence. Provide both competent and expert advice on all health & safety matters that arise when called upon. Prioritise and respond to safety concerns identified from colleagues, contractors, and visitors who enter any Halfords Group operation. Liaise with enforcement agencies in conjunction with both the Senior Health & Safety Business Partner and Group Head of Health & Safety. To contribute to the design, development, production, and delivery of training materials including (but not limited to) risk assessments, safe working procedures, manual handling, traffic management, wellbeing & welfare, vehicle operations, housekeeping standards, PUWER, LOLER ensuring that appropriate records are kept, and quality of content meets the specific requirements of the Group. Assist the Group Head of Health & Safety and Senior Health & Safety Business Partner in maintaining effective working relationships with Halfords Directors, Managers, Colleagues, Trade Unions, Partners, Contractors, and all other relevant stakeholders. Identify, promote, and raise awareness of 'Good Practice' throughout the Halfords Group. To liaise and support the Halfords Group on all matters concerned or connected with Employee and Public Liability whilst always maintaining the strictest confidentiality. Assist management and departmental heads with site improvement plans to aid continuous improvement in all matters related to health & safety. About you Established experience within a health & safety Experience within a multi-site locations is desirable Proven record of promoting a positive health & safety performance culture. Ability to influence, persuade and negotiate with both internal & external stakeholders at a management level. Good understanding of PUWER and LOLER Flexible and able to work independently. Strong organisational & planning skills and good attention to detail Good written and verbal communication skills. Good navigation for the use of Microsoft Office applications such as word, excel, power-point, and outlook. Full UK driving licence A fair and competitive salary evaluated against market data, annual discretionary bonus scheme, pension, life assurance, 25 days annual leave plus bank holidays and enhanced family leave. Commitment and dedication to your ongoing personal and professional development. We help you to own and grow your potential so you can be at your best in your current role and to support your future career aspirations. You will have access to a wealth of employee discounts across the Halfords suite of products and services. Wellbeing and inclusion are at the heart of our colleague experience. We offer resources and ongoing support to enhance your wellbeing at work and active Colleague Networks supporting inclusion initiatives across Halfords. Not sure you meet all the criteria? We'd encourage you to take the wheel and apply anyway! At Halfords we are committed to creating an inclusive workplace for our colleagues. We're an equal opportunities employer and proud to welcome applications from all backgrounds and embrace diversity within our one Halfords Family. This is a field-based role visiting sites across the North of England and Ireland therefore requires a full UK driving licence and flexibility to travel across sites. Update your details, view your application and progress.
Dec 12, 2025
Full time
Apply now Job no: 561464 Work type: Full time Categories: Central Support Location: North Lincolnshire, Greater Manchester, East Riding of Yorkshire, Yorkshire, Yorkshire and Humberside, City of Leeds, East Yorkshire, Humberside, North Yorkshire, South Yorkshire, West Yorkshire, Worcestershire Salary: Up to £34,000 Business Area: Halfords Support Centre About us At Halfords, our mission is to inspire and support a lifetime of motoring and cycling. As a specialist retailer, we lead the market through customer-driven innovation and a distinct product range. We are dedicated to providing our customers with an integrated, unique, and convenient service experience-from e-bike and electric vehicle servicing to on-demand solutions. Our commitment is to foster customer loyalty by offering compelling reasons to keep coming back to our stores, ensuring a lifetime of motoring and cycling enjoyment. The teams at our Redditch Support Centre work with every other area of our business, putting them at the heart of the action and playing a key role in our success and growth. Everyone brings their individual knowledge and experience to work every day, working as one team to keep things moving smoothly. If you're willing to get stuck in, you'll love it here too. So put yourself at the heart of a dynamic, fast-paced working environment where expertise and focus take people far. About the role We are looking for a Health and Safety Business Partner in the North of England to support a robust and sustainable health and safety culture across Halfords Garages, Halfords Retail and Halfords Mobile Experts. Overcoming cultural and behavioural challenges to monitor and steer progress whilst identifying the impact of safety processes and practices, ensuring these are implemented to the highest possible standards. This role will build rapport and strengthen relationships across the Halfords Group to both empower & promote colleagues to take ownership of health & safety. Key responsibilities To undertake audits and workplace/area inspections to proactively identify where health & safety management practices and overall standards can be improved. Provide written reports by the way of inspection, visible safety leadership (VSL), and monthly summaries where necessary to assist Halfords in implementing solutions to improve its overall health & safety performance. To undertake investigations for all accidents, incidents, significant events, and safety concerns as required to identify both root cause and preventative measures to prevent reoccurrence. Provide both competent and expert advice on all health & safety matters that arise when called upon. Prioritise and respond to safety concerns identified from colleagues, contractors, and visitors who enter any Halfords Group operation. Liaise with enforcement agencies in conjunction with both the Senior Health & Safety Business Partner and Group Head of Health & Safety. To contribute to the design, development, production, and delivery of training materials including (but not limited to) risk assessments, safe working procedures, manual handling, traffic management, wellbeing & welfare, vehicle operations, housekeeping standards, PUWER, LOLER ensuring that appropriate records are kept, and quality of content meets the specific requirements of the Group. Assist the Group Head of Health & Safety and Senior Health & Safety Business Partner in maintaining effective working relationships with Halfords Directors, Managers, Colleagues, Trade Unions, Partners, Contractors, and all other relevant stakeholders. Identify, promote, and raise awareness of 'Good Practice' throughout the Halfords Group. To liaise and support the Halfords Group on all matters concerned or connected with Employee and Public Liability whilst always maintaining the strictest confidentiality. Assist management and departmental heads with site improvement plans to aid continuous improvement in all matters related to health & safety. About you Established experience within a health & safety Experience within a multi-site locations is desirable Proven record of promoting a positive health & safety performance culture. Ability to influence, persuade and negotiate with both internal & external stakeholders at a management level. Good understanding of PUWER and LOLER Flexible and able to work independently. Strong organisational & planning skills and good attention to detail Good written and verbal communication skills. Good navigation for the use of Microsoft Office applications such as word, excel, power-point, and outlook. Full UK driving licence A fair and competitive salary evaluated against market data, annual discretionary bonus scheme, pension, life assurance, 25 days annual leave plus bank holidays and enhanced family leave. Commitment and dedication to your ongoing personal and professional development. We help you to own and grow your potential so you can be at your best in your current role and to support your future career aspirations. You will have access to a wealth of employee discounts across the Halfords suite of products and services. Wellbeing and inclusion are at the heart of our colleague experience. We offer resources and ongoing support to enhance your wellbeing at work and active Colleague Networks supporting inclusion initiatives across Halfords. Not sure you meet all the criteria? We'd encourage you to take the wheel and apply anyway! At Halfords we are committed to creating an inclusive workplace for our colleagues. We're an equal opportunities employer and proud to welcome applications from all backgrounds and embrace diversity within our one Halfords Family. This is a field-based role visiting sites across the North of England and Ireland therefore requires a full UK driving licence and flexibility to travel across sites. Update your details, view your application and progress.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. This role is responsible for leading the end-to-end commercial activation of our wealth business across the UK for Mass Affluent and Private Banking customers. You will define how we drive revenue and customer growth across investment, advice, and retirement propositions - balancing commercial rigor with customer impact. This includes developing and executing customer engagement strategies, setting performance targets, shaping proposition monetization tools, and working across teams to embed a commercially driven culture into every aspect of the wealth lifecycle. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution. In this role you will: Shape and lead the commercial roadmap for UK Wealth, driving adoption and profitability whilst defining short- and long-term monetisation strategies for advice, platform, and product wrappers. Translate business priorities into deliverable campaigns, propositions, and journeys. Connect Personal & Premier Wealth and Private Banking into the UK WPB Ecosystem for priority projects and functional enablers specific to commercialisation. Represent Wealth in a number of key projects such that more robust wealth journeys are designed, tagged, and developed into growth-oriented outcomes with embedded commercialisation design. Build and own the commercial measurement playbook and framework, ensuring clarity on what drives AUM growth, conversion, and wealth penetration. Monitor campaign and initiative outcomes. Lead SEO/Digital efforts across national markets while managing and developing team members, promoting a culture of rapid experimentation, creativity and staying ahead in growth innovation. Constantly review high level performance and spend metrics across each product, journey and customer experience and identify areas of improvement. To be successful in this role you should meet the following requirements: Extensive experience of performance marketing and digital growth experience - essential Proven success in working on brand marketing products, brand tracking and Cost of Customer Acquisition reduction - desirable Strong experience in experiment design, prioritisation and planning to drive journey and proposition development - desirable A data SME with an ability to collaborate with data teams to underpin and influence key decisions - desirable Experience of data-driven product marketing and experimentation - strong understanding of customer journey from data driven perspectives - acquisition, activation and retention - essential Prior line management experience - essential Wealth Management experience - essential This role will be based in London or Birmingham. Opening up a world of opportunity Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: Email: Telephone:
Dec 12, 2025
Full time
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. This role is responsible for leading the end-to-end commercial activation of our wealth business across the UK for Mass Affluent and Private Banking customers. You will define how we drive revenue and customer growth across investment, advice, and retirement propositions - balancing commercial rigor with customer impact. This includes developing and executing customer engagement strategies, setting performance targets, shaping proposition monetization tools, and working across teams to embed a commercially driven culture into every aspect of the wealth lifecycle. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution. In this role you will: Shape and lead the commercial roadmap for UK Wealth, driving adoption and profitability whilst defining short- and long-term monetisation strategies for advice, platform, and product wrappers. Translate business priorities into deliverable campaigns, propositions, and journeys. Connect Personal & Premier Wealth and Private Banking into the UK WPB Ecosystem for priority projects and functional enablers specific to commercialisation. Represent Wealth in a number of key projects such that more robust wealth journeys are designed, tagged, and developed into growth-oriented outcomes with embedded commercialisation design. Build and own the commercial measurement playbook and framework, ensuring clarity on what drives AUM growth, conversion, and wealth penetration. Monitor campaign and initiative outcomes. Lead SEO/Digital efforts across national markets while managing and developing team members, promoting a culture of rapid experimentation, creativity and staying ahead in growth innovation. Constantly review high level performance and spend metrics across each product, journey and customer experience and identify areas of improvement. To be successful in this role you should meet the following requirements: Extensive experience of performance marketing and digital growth experience - essential Proven success in working on brand marketing products, brand tracking and Cost of Customer Acquisition reduction - desirable Strong experience in experiment design, prioritisation and planning to drive journey and proposition development - desirable A data SME with an ability to collaborate with data teams to underpin and influence key decisions - desirable Experience of data-driven product marketing and experimentation - strong understanding of customer journey from data driven perspectives - acquisition, activation and retention - essential Prior line management experience - essential Wealth Management experience - essential This role will be based in London or Birmingham. Opening up a world of opportunity Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role. If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: Email: Telephone:
Overview Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Learning and Development (L&D) is a key enabler of our strategy as an Audit Stream and critical to our success. It supports our ability to attract, develop and retain talented people who take pride in their work and successfully deliver for our business. Effective L&D underpins quality and productivity by supporting our people to develop the necessary knowledge and skills to perform their work, helping them reach their personal and professional potential. Effective L&D does not happen by chance. It requires specialist resources who partner with the Audit Stream to identify training needs and appropriately respond to them. Careful planning and project management are necessary, as are a critical-thinking and commercial mindset, and an understanding of regulatory requirements. Effective L&D needs consideration of the latest innovation, tools and technology to lead the development of personal and professional learning that is tailored, relevant and timely for our people. An exciting opportunity has arisen within Audit Stream L&D for an experienced Senior Manager or equivalent level to join the function's Leadership Team (LT). We are looking for a talented, high performing and ambitious individual to oversee and manage our compliance and regulatory reporting activities. This role reports to the Director - Audit Learning and Development Strategic Operations (ALDSO) who leads the function and reports into the Head of People and Culture on the Audit Executive (Partner Sponsor for L&D). The Compliance and Regulation Lead (CAR) oversees compliance and regulatory reporting for the function. They work with the ALDSO, the Business Partnering and Learning Implementation Lead (BPI), and the Development and Monitoring Lead (DAM), as part of the LT, to deliver the Audit Stream L&D Strategy and maintain the curriculum, ensuring it meets quality standards, supports wider people initiatives, and complies with regulatory reporting requirements. You'll be responsible for: Responsibilities Supporting the scoping, design, development, delivery and evaluation our curriculum to ensure effective learning and compliance with reporting requirements (internal and external) Coordinating stakeholders such as the Audit Quality Directorate (AQD) and the ISQM (UK) 1 team to understand compliance and regulatory reporting requirements and develop appropriate responses Providing insights into the latest thinking and best practice around L&D operations (supported by the Operations Manager and wider team) to optimise our systems, processes and controls Acting as a key liaison for internal stakeholders such as Quality & Risk Management (QRM) and Root Cause Analysis (RCA) Supporting the firm's engagement with regulators in relation to Audit Stream L&D activities, under the direction of the ALDSO, both in respect to leading responses to formal information requests and meeting with the regulators Overseeing compliance monitoring and reporting for all Audit L&D programmes, providing regular updates on our compliance status and actively managing any identified risks Leading on response to all internal and external compliance requests supported by the wider team (with appropriate review and sign off from the ALDSO / LT) Working alongside the other LT members to deliver the Audit Stream L&D Strategy Lead, engage and share key messages with the L&D team to support effective achievement of L&D goals Acting as a compliance expert, advising the wider team and business leaders as appropriate Assessing and managing risks in the L&D processes, considering wider factors such as our People Priorities and Quality Findings Supporting the DAM with the development of the learner profiling tool(s) and associated validations process to ensure compliance risks as appropriately managed Reviewing Audit L&D dashboards and recommending enhancements with a particular focus on balancing compliance needs with learning effectiveness Maintaining our quality assurance processes, ensuring effective systems, processes and controls are in place Provide coaching and support to the wider team in the fulfilment of their duties Advocate L&D activities in the business as appropriate to support effective learning culture in the Stream Working as part of the Leadership Team to achieve our Audit L&D objectives Coordinating all compliance or regulatory reporting data with the support of the DAM and the MRC and Ops teams Supporting the ALDSO with regulatory compliance matters, through developing successful long-term strategic relationships with the Audit Stream and the regulators Representing BDO Audit Stream L&D at external events Bringing the latest thinking and innovation to the operational and compliance processes within L&D, enhancing the efficiency of the team and maintaining our system of quality management to support compliance and manage regulatory risk Advocating change where needed, leading by example and seeking support as appropriate Required skills and experience Experienced Senior Manager (or equivalent), ideally with a background in Learning & Development / Adult Education background Formal L&D qualifications would be an advantage but are not essential, subject to proven experience Strong understanding of Audit including the regulatory environment Previous experience in compliance and quality management systems would be beneficial Proven ability to build and maintain strong working relationships with senior stakeholders (internal and external) Proven managerial and leadership skills - the ability to inspire, engage and support teams in the development and execution of strategic and operational plans Strong project management skills are crucial - demonstrated ability to manage multiple projects and deliver these to time and to expected quality standards Ability to pragmatically problem solve and generate commercially viable solutions Excellent analytical, interpersonal and communication skills, both written and verbal Understanding of business strategy and goals and a focus on delivering effectively against these Focus on operational excellence and quality We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Dec 12, 2025
Full time
Overview Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Learning and Development (L&D) is a key enabler of our strategy as an Audit Stream and critical to our success. It supports our ability to attract, develop and retain talented people who take pride in their work and successfully deliver for our business. Effective L&D underpins quality and productivity by supporting our people to develop the necessary knowledge and skills to perform their work, helping them reach their personal and professional potential. Effective L&D does not happen by chance. It requires specialist resources who partner with the Audit Stream to identify training needs and appropriately respond to them. Careful planning and project management are necessary, as are a critical-thinking and commercial mindset, and an understanding of regulatory requirements. Effective L&D needs consideration of the latest innovation, tools and technology to lead the development of personal and professional learning that is tailored, relevant and timely for our people. An exciting opportunity has arisen within Audit Stream L&D for an experienced Senior Manager or equivalent level to join the function's Leadership Team (LT). We are looking for a talented, high performing and ambitious individual to oversee and manage our compliance and regulatory reporting activities. This role reports to the Director - Audit Learning and Development Strategic Operations (ALDSO) who leads the function and reports into the Head of People and Culture on the Audit Executive (Partner Sponsor for L&D). The Compliance and Regulation Lead (CAR) oversees compliance and regulatory reporting for the function. They work with the ALDSO, the Business Partnering and Learning Implementation Lead (BPI), and the Development and Monitoring Lead (DAM), as part of the LT, to deliver the Audit Stream L&D Strategy and maintain the curriculum, ensuring it meets quality standards, supports wider people initiatives, and complies with regulatory reporting requirements. You'll be responsible for: Responsibilities Supporting the scoping, design, development, delivery and evaluation our curriculum to ensure effective learning and compliance with reporting requirements (internal and external) Coordinating stakeholders such as the Audit Quality Directorate (AQD) and the ISQM (UK) 1 team to understand compliance and regulatory reporting requirements and develop appropriate responses Providing insights into the latest thinking and best practice around L&D operations (supported by the Operations Manager and wider team) to optimise our systems, processes and controls Acting as a key liaison for internal stakeholders such as Quality & Risk Management (QRM) and Root Cause Analysis (RCA) Supporting the firm's engagement with regulators in relation to Audit Stream L&D activities, under the direction of the ALDSO, both in respect to leading responses to formal information requests and meeting with the regulators Overseeing compliance monitoring and reporting for all Audit L&D programmes, providing regular updates on our compliance status and actively managing any identified risks Leading on response to all internal and external compliance requests supported by the wider team (with appropriate review and sign off from the ALDSO / LT) Working alongside the other LT members to deliver the Audit Stream L&D Strategy Lead, engage and share key messages with the L&D team to support effective achievement of L&D goals Acting as a compliance expert, advising the wider team and business leaders as appropriate Assessing and managing risks in the L&D processes, considering wider factors such as our People Priorities and Quality Findings Supporting the DAM with the development of the learner profiling tool(s) and associated validations process to ensure compliance risks as appropriately managed Reviewing Audit L&D dashboards and recommending enhancements with a particular focus on balancing compliance needs with learning effectiveness Maintaining our quality assurance processes, ensuring effective systems, processes and controls are in place Provide coaching and support to the wider team in the fulfilment of their duties Advocate L&D activities in the business as appropriate to support effective learning culture in the Stream Working as part of the Leadership Team to achieve our Audit L&D objectives Coordinating all compliance or regulatory reporting data with the support of the DAM and the MRC and Ops teams Supporting the ALDSO with regulatory compliance matters, through developing successful long-term strategic relationships with the Audit Stream and the regulators Representing BDO Audit Stream L&D at external events Bringing the latest thinking and innovation to the operational and compliance processes within L&D, enhancing the efficiency of the team and maintaining our system of quality management to support compliance and manage regulatory risk Advocating change where needed, leading by example and seeking support as appropriate Required skills and experience Experienced Senior Manager (or equivalent), ideally with a background in Learning & Development / Adult Education background Formal L&D qualifications would be an advantage but are not essential, subject to proven experience Strong understanding of Audit including the regulatory environment Previous experience in compliance and quality management systems would be beneficial Proven ability to build and maintain strong working relationships with senior stakeholders (internal and external) Proven managerial and leadership skills - the ability to inspire, engage and support teams in the development and execution of strategic and operational plans Strong project management skills are crucial - demonstrated ability to manage multiple projects and deliver these to time and to expected quality standards Ability to pragmatically problem solve and generate commercially viable solutions Excellent analytical, interpersonal and communication skills, both written and verbal Understanding of business strategy and goals and a focus on delivering effectively against these Focus on operational excellence and quality We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Audit Stream L&D - Compliance and Regulation Lead page is loaded Audit Stream L&D - Compliance and Regulation Lead Apply locations London Bristol Manchester Liverpool Ipswich time type Full time posted on Posted 16 Days Ago job requisition id R18371 Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Learning and Development (L&D) is a key enabler of our strategy as an Audit Stream and critical to our success. It supports our ability to attract, develop and retain talented people who take pride in their work and successfully deliver for our business. Effective L&D underpins quality and productivity by supporting our people to develop the necessary knowledge and skills to perform their work, helping them reach their personal and professional potential. Effective L&D does not happen by chance. It requires specialist resources who partner with the Audit Stream to identify training needs and appropriately respond to them. Careful planning and project management are necessary, as are a critical-thinking and commercial mindset, and an understanding of regulatory requirements. Effective L&D needs consideration of the latest innovation, tools and technology to lead the development of personal and professional learning that is tailored, relevant and timely for our people. An exciting opportunity has arisen within Audit Stream L&D for an experienced Senior Manager or equivalent level to join the function's Leadership Team (LT). We are looking for a talented, high performing and ambitious individual to oversee and manage our compliance and regulatory reporting activities. This role reports to the Director - Audit Learning and Development Strategic Operations (ALDSO) who leads the function and reports into the Head of People and Culture on the Audit Executive (Partner Sponsor for L&D). The Compliance and Regulation Lead (CAR) oversees compliance and regulatory reporting for the function. They work with the ALDSO, the Business Partnering and Learning Implementation Lead (BPI), and the Development and Monitoring Lead (DAM), as part of the LT, to deliver the Audit Stream L&D Strategy and maintain the curriculum, ensuring it meets quality standards, supports wider people initiatives, and complies with regulatory reporting requirements. You'll be responsible for: Supporting the scoping, design, development, delivery and evaluation our curriculum to ensure effective learning and compliance with reporting requirements (internal and external) Coordinating stakeholders such as the Audit Quality Directorate (AQD) and the ISQM (UK) 1 team to understand compliance and regulatory reporting requirements and develop appropriate responses Providing insights into the latest thinking and best practice around L&D operations (supported by the Operations Manager and wider team) to optimise our systems, processes and controls Acting as a key liaison for internal stakeholders such as Quality & Risk Management (QRM) and Root Cause Analysis (RCA) Supporting the firm's engagement with regulators in relation to Audit Stream L&D activities, under the direction of the ALDSO, both in respect to leading responses to formal information requests and meeting with the regulators Communicating: Overseeing compliance monitoring and reporting for all Audit L&D programmes, providing regular updates on our compliance status and actively managing any identified risks Leading on response to all internal and external compliance requests supported by the wider team (with appropriate review and sign off from the ALDSO / LT) Working alongside the other LT members to deliver the Audit Stream L&D Strategy Lead, engage and share key messages with the L&D team to support effective achievement of L&D goals Acting as a compliance expert, advising the wider team and business leaders as appropriate Assessing and managing risks in the L&D processes, considering wider factors such as our People Priorities and Quality Findings Supporting the DAM with the development of the learner profiling tool(s) and associated validations process to ensure compliance risks as appropriately managed Reviewing Audit L&D dashboards and recommending enhancements with a particular focus on balancing compliance needs with learning effectiveness Maintaining our quality assurance processes, ensuring effective systems, processes and controls are in place Provide coaching and support to the wider team in the fulfilment of their duties Advocate L&D activities in the business as appropriate to support effective learning culture in the Stream Working as part of the Leadership Team to achieve our Audit L&D objectives Coordinating all compliance or regulatory reporting data with the support of the DAM and the MRC and Ops teams Supporting the ALDSO with regulatory compliance matters, through developing successful long-term strategic relationships with the Audit Stream and the regulators Representing BDO Audit Stream L&D at external events Bringing the latest thinking and innovation to the operational and compliance processes within L&D, enhancing the efficiency of the team and maintaining our system of quality management to support compliance and manage regulatory risk Advocating change where needed, leading by example and seeking support as appropriate Required skills and experience Experienced Senior Manager (or equivalent), ideally with a background in Learning & Development / Adult Education background Formal L&D qualifications would be an advantage but are not essential, subject to proven experience Strong understanding of Audit including the regulatory environment Previous experience in compliance and quality management systems would be beneficial Proven ability to build and maintain strong working relationships with senior stakeholders (internal and external) Proven managerial and leadership skills - the ability to inspire, engage and support teams in the development and execution of strategic and operational plans Strong project management skills are crucial - demonstrated ability to manage multiple projects and deliver these to time and to expected quality standards Ability to pragmatically problem solve and generate commercially viable solutions Excellent analytical, interpersonal and communication skills, both written and verbal Understanding of business strategy and goals and a focus on delivering effectively against these Focus on operational excellence and quality We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. About Us BDO UK provides tax, audit and assurance, advisory and business outsourcing service s. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. Our partners and staff are specialists in their fields and have a proactive, flexible approach to helping clients overcoming the challenges they face. We aim to be as innovative and entrepreneurial as our clients. Our approach and expertise are what help us deliver exceptional client service. 95% of our clients would recommend us. We operate from 17 locations across the UK, covering all major business centres. We employ 8,000 people who are encouraged to bring their best selves to work; taking responsibility for their work and their relationships with clients. All our people share core values that underpin both our culture and the value that we bring to our clients . click apply for full job details
Dec 12, 2025
Full time
Audit Stream L&D - Compliance and Regulation Lead page is loaded Audit Stream L&D - Compliance and Regulation Lead Apply locations London Bristol Manchester Liverpool Ipswich time type Full time posted on Posted 16 Days Ago job requisition id R18371 Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Learning and Development (L&D) is a key enabler of our strategy as an Audit Stream and critical to our success. It supports our ability to attract, develop and retain talented people who take pride in their work and successfully deliver for our business. Effective L&D underpins quality and productivity by supporting our people to develop the necessary knowledge and skills to perform their work, helping them reach their personal and professional potential. Effective L&D does not happen by chance. It requires specialist resources who partner with the Audit Stream to identify training needs and appropriately respond to them. Careful planning and project management are necessary, as are a critical-thinking and commercial mindset, and an understanding of regulatory requirements. Effective L&D needs consideration of the latest innovation, tools and technology to lead the development of personal and professional learning that is tailored, relevant and timely for our people. An exciting opportunity has arisen within Audit Stream L&D for an experienced Senior Manager or equivalent level to join the function's Leadership Team (LT). We are looking for a talented, high performing and ambitious individual to oversee and manage our compliance and regulatory reporting activities. This role reports to the Director - Audit Learning and Development Strategic Operations (ALDSO) who leads the function and reports into the Head of People and Culture on the Audit Executive (Partner Sponsor for L&D). The Compliance and Regulation Lead (CAR) oversees compliance and regulatory reporting for the function. They work with the ALDSO, the Business Partnering and Learning Implementation Lead (BPI), and the Development and Monitoring Lead (DAM), as part of the LT, to deliver the Audit Stream L&D Strategy and maintain the curriculum, ensuring it meets quality standards, supports wider people initiatives, and complies with regulatory reporting requirements. You'll be responsible for: Supporting the scoping, design, development, delivery and evaluation our curriculum to ensure effective learning and compliance with reporting requirements (internal and external) Coordinating stakeholders such as the Audit Quality Directorate (AQD) and the ISQM (UK) 1 team to understand compliance and regulatory reporting requirements and develop appropriate responses Providing insights into the latest thinking and best practice around L&D operations (supported by the Operations Manager and wider team) to optimise our systems, processes and controls Acting as a key liaison for internal stakeholders such as Quality & Risk Management (QRM) and Root Cause Analysis (RCA) Supporting the firm's engagement with regulators in relation to Audit Stream L&D activities, under the direction of the ALDSO, both in respect to leading responses to formal information requests and meeting with the regulators Communicating: Overseeing compliance monitoring and reporting for all Audit L&D programmes, providing regular updates on our compliance status and actively managing any identified risks Leading on response to all internal and external compliance requests supported by the wider team (with appropriate review and sign off from the ALDSO / LT) Working alongside the other LT members to deliver the Audit Stream L&D Strategy Lead, engage and share key messages with the L&D team to support effective achievement of L&D goals Acting as a compliance expert, advising the wider team and business leaders as appropriate Assessing and managing risks in the L&D processes, considering wider factors such as our People Priorities and Quality Findings Supporting the DAM with the development of the learner profiling tool(s) and associated validations process to ensure compliance risks as appropriately managed Reviewing Audit L&D dashboards and recommending enhancements with a particular focus on balancing compliance needs with learning effectiveness Maintaining our quality assurance processes, ensuring effective systems, processes and controls are in place Provide coaching and support to the wider team in the fulfilment of their duties Advocate L&D activities in the business as appropriate to support effective learning culture in the Stream Working as part of the Leadership Team to achieve our Audit L&D objectives Coordinating all compliance or regulatory reporting data with the support of the DAM and the MRC and Ops teams Supporting the ALDSO with regulatory compliance matters, through developing successful long-term strategic relationships with the Audit Stream and the regulators Representing BDO Audit Stream L&D at external events Bringing the latest thinking and innovation to the operational and compliance processes within L&D, enhancing the efficiency of the team and maintaining our system of quality management to support compliance and manage regulatory risk Advocating change where needed, leading by example and seeking support as appropriate Required skills and experience Experienced Senior Manager (or equivalent), ideally with a background in Learning & Development / Adult Education background Formal L&D qualifications would be an advantage but are not essential, subject to proven experience Strong understanding of Audit including the regulatory environment Previous experience in compliance and quality management systems would be beneficial Proven ability to build and maintain strong working relationships with senior stakeholders (internal and external) Proven managerial and leadership skills - the ability to inspire, engage and support teams in the development and execution of strategic and operational plans Strong project management skills are crucial - demonstrated ability to manage multiple projects and deliver these to time and to expected quality standards Ability to pragmatically problem solve and generate commercially viable solutions Excellent analytical, interpersonal and communication skills, both written and verbal Understanding of business strategy and goals and a focus on delivering effectively against these Focus on operational excellence and quality We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. About Us BDO UK provides tax, audit and assurance, advisory and business outsourcing service s. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. Our partners and staff are specialists in their fields and have a proactive, flexible approach to helping clients overcoming the challenges they face. We aim to be as innovative and entrepreneurial as our clients. Our approach and expertise are what help us deliver exceptional client service. 95% of our clients would recommend us. We operate from 17 locations across the UK, covering all major business centres. We employ 8,000 people who are encouraged to bring their best selves to work; taking responsibility for their work and their relationships with clients. All our people share core values that underpin both our culture and the value that we bring to our clients . click apply for full job details
Department: Divisional Head - Tim Bagshaw Job Category: Front Office Location: London, GB, EC2V 7QN At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title Client Service Executive Location London Contract Perm Hiring Manager Nick Vaill About the Role You will act as the primary point of contact for client enquiries. Manage all client lifecycle processes and oversee the operating model for their respective investment management team while delivering and contributing to excellent client service. What you'll be responsible for Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes. Manage the client lifecycle administration process to ensure a timely and efficient client experience. Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed. Ensure all client lifecycle processes are followed and adhered to in accordance with the RIM Operating Model (e.g. end to end management of account opening, on boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly. Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters. Work closely with the team and wider administration functions to develop and share best practice. Act as the first point of contact for clients, assuming the role of the "go to" person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters. About you If you meet some of these criteria and are excited about the role, we encourage you to apply. Knowledge of regulatory environment in which we operate. Understanding of the products and services we provide. Experience working in a similar role in Financial Services managing end to end administration processes. Experience managing administrative staff (desirable). Grades A C at GCSE or equivalent in English and Maths. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Level 1 Disability Confident employer under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at . Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Dec 12, 2025
Full time
Department: Divisional Head - Tim Bagshaw Job Category: Front Office Location: London, GB, EC2V 7QN At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title Client Service Executive Location London Contract Perm Hiring Manager Nick Vaill About the Role You will act as the primary point of contact for client enquiries. Manage all client lifecycle processes and oversee the operating model for their respective investment management team while delivering and contributing to excellent client service. What you'll be responsible for Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes. Manage the client lifecycle administration process to ensure a timely and efficient client experience. Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed. Ensure all client lifecycle processes are followed and adhered to in accordance with the RIM Operating Model (e.g. end to end management of account opening, on boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly. Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters. Work closely with the team and wider administration functions to develop and share best practice. Act as the first point of contact for clients, assuming the role of the "go to" person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters. About you If you meet some of these criteria and are excited about the role, we encourage you to apply. Knowledge of regulatory environment in which we operate. Understanding of the products and services we provide. Experience working in a similar role in Financial Services managing end to end administration processes. Experience managing administrative staff (desirable). Grades A C at GCSE or equivalent in English and Maths. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Level 1 Disability Confident employer under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at . Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Founded in Austria in 2016, iov42 was born out of a bold vision: to unlock the potential of secure, transparent, and trustworthy data sharing across the world's most complex industries. Today, our team of experts spans 12 different nationalities and operates across Europe, bringing together a wealth of diverse perspectives and technical know-how to solve the unique challenges of our globalised economy. About Interu: We are passionate about the impact our product is making, especially in sectors like sustainable supply chain management and traceability. Our flagship application, Interu (interu.io ), is enabling organisations to track forest risk commodities across their supply chains and meet sustainability targets and regulations. By doing so, we are helping combat deforestation and the illicit trade in commodity supplies. Designed for scalability, Interu supports an ever growing number of supply chains and organisations, with the flexibility to onboard other industries and products seamlessly. Overview We're looking for a Customer Success Manager, reporting to the Head of Customer Success, that will own and nurture a portfolio of complex and global customers, ensuring they see continued value from Interu. You'll serve as the main point of contact, building strong relationships, managing day-to-day needs, driving renewals and generating expansion opportunities. With a balance of technical understanding and clear communication, you'll act as both a trusted partner to your clients and the internal voice of the customer. We're a small team located throughout Europe, however, this role will principally be located around our London team. When we're looking for new team members, we're not just looking for fantastic background experience; we are also looking for people that are mission-driven and that fit our ethos of being kind, curious and collaborative. Key responsibilities Customer Success: proactively develop strong relationships with client stakeholders (IT, Compliance, Sustainability Managers, C-level), conduct business reviews, deliver client success plans and use cases, drive user adoption and client satisfaction, maximise and demonstrate ongoing value from our solutions. Client onboarding: create and lead project plans managing all stages of the process to accelerate time-to-value (platform setup, data integration, user training and go live) Supplier onboarding: deliver training sessions and proactively engage with client suppliers to ensure consistent data collection, adoption and engagement from the clients' supply chain. Professional Services: deliver ad hoc tailored services that extend value beyond the core SaaS deliverables and subscription. User Support: ensure timely response and resolution of user queries by directly answering platform questions and escalating technical issues to the Engineering team. Reporting: provide accurate and timely reporting for all accounts in your portfolio, keeping the CRM up-to-date, flagging key activities and escalating risk. Product collaboration: gather and translate user feedback and suggestions to inform potential improvements and help the Product team drive the solution roadmap. Sales collaboration: closely work with the Sales team to position the Customer Success programme during pre Sales, ensure subscription renewal at all clients; and generate, elevate and help convert up sell and cross sell opportunities. Marketing collaboration: develop customer advocacy and participate in generating content to showcase client success (case studies, newsletter, blog posts ) Operations: as required, lead ad hoc internal projects to drive scalability and efficiency within the Customer Success function and/or across other functions (e.g. writing playbooks, deploying new tools, enhancing and documenting processes ) About you 4+ years Customer Success experience in the SaaS industry, preferably in the ESG, sustainability and/or compliance space Proven track record of successfully coordinating multiple business critical projects at once and managing a portfolio of large global accounts with different entities Clear verbal and written communicator, English business fluency essential English and Dutch business fluency essential, German would be an added plus Excellent presentation skills, capable of commanding advanced discussions with the client's C Suite and other stakeholders in a confident, credible and engaging manner Good commercial acumen and customer first attitude Highly organised with great attention to detail Self motivated, proactive, pragmatic and curious about learning and solving problems Experience working with customer success and/or client engagement tools Team player, able to coordinate and build strong working relationships with all partner functions: Support, Sales, Product and Engineering Passion for environmental, climate, or sustainability issues, and a genuine interest in supporting organisations working towards positive impact The opportunity to work remotely 3 days/week and 2 days/week from our London WeWork office A technical challenge on a project that can make a difference
Dec 12, 2025
Full time
Founded in Austria in 2016, iov42 was born out of a bold vision: to unlock the potential of secure, transparent, and trustworthy data sharing across the world's most complex industries. Today, our team of experts spans 12 different nationalities and operates across Europe, bringing together a wealth of diverse perspectives and technical know-how to solve the unique challenges of our globalised economy. About Interu: We are passionate about the impact our product is making, especially in sectors like sustainable supply chain management and traceability. Our flagship application, Interu (interu.io ), is enabling organisations to track forest risk commodities across their supply chains and meet sustainability targets and regulations. By doing so, we are helping combat deforestation and the illicit trade in commodity supplies. Designed for scalability, Interu supports an ever growing number of supply chains and organisations, with the flexibility to onboard other industries and products seamlessly. Overview We're looking for a Customer Success Manager, reporting to the Head of Customer Success, that will own and nurture a portfolio of complex and global customers, ensuring they see continued value from Interu. You'll serve as the main point of contact, building strong relationships, managing day-to-day needs, driving renewals and generating expansion opportunities. With a balance of technical understanding and clear communication, you'll act as both a trusted partner to your clients and the internal voice of the customer. We're a small team located throughout Europe, however, this role will principally be located around our London team. When we're looking for new team members, we're not just looking for fantastic background experience; we are also looking for people that are mission-driven and that fit our ethos of being kind, curious and collaborative. Key responsibilities Customer Success: proactively develop strong relationships with client stakeholders (IT, Compliance, Sustainability Managers, C-level), conduct business reviews, deliver client success plans and use cases, drive user adoption and client satisfaction, maximise and demonstrate ongoing value from our solutions. Client onboarding: create and lead project plans managing all stages of the process to accelerate time-to-value (platform setup, data integration, user training and go live) Supplier onboarding: deliver training sessions and proactively engage with client suppliers to ensure consistent data collection, adoption and engagement from the clients' supply chain. Professional Services: deliver ad hoc tailored services that extend value beyond the core SaaS deliverables and subscription. User Support: ensure timely response and resolution of user queries by directly answering platform questions and escalating technical issues to the Engineering team. Reporting: provide accurate and timely reporting for all accounts in your portfolio, keeping the CRM up-to-date, flagging key activities and escalating risk. Product collaboration: gather and translate user feedback and suggestions to inform potential improvements and help the Product team drive the solution roadmap. Sales collaboration: closely work with the Sales team to position the Customer Success programme during pre Sales, ensure subscription renewal at all clients; and generate, elevate and help convert up sell and cross sell opportunities. Marketing collaboration: develop customer advocacy and participate in generating content to showcase client success (case studies, newsletter, blog posts ) Operations: as required, lead ad hoc internal projects to drive scalability and efficiency within the Customer Success function and/or across other functions (e.g. writing playbooks, deploying new tools, enhancing and documenting processes ) About you 4+ years Customer Success experience in the SaaS industry, preferably in the ESG, sustainability and/or compliance space Proven track record of successfully coordinating multiple business critical projects at once and managing a portfolio of large global accounts with different entities Clear verbal and written communicator, English business fluency essential English and Dutch business fluency essential, German would be an added plus Excellent presentation skills, capable of commanding advanced discussions with the client's C Suite and other stakeholders in a confident, credible and engaging manner Good commercial acumen and customer first attitude Highly organised with great attention to detail Self motivated, proactive, pragmatic and curious about learning and solving problems Experience working with customer success and/or client engagement tools Team player, able to coordinate and build strong working relationships with all partner functions: Support, Sales, Product and Engineering Passion for environmental, climate, or sustainability issues, and a genuine interest in supporting organisations working towards positive impact The opportunity to work remotely 3 days/week and 2 days/week from our London WeWork office A technical challenge on a project that can make a difference
