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investment management associate investment manager
Senior Project Engineer
Rehlko Liverpool, Lancashire
.Why Work at ClarkeOur work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life.Our teams have the opportunity to provide a critical resource - energy - that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today's world demands.Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions - large and small - that help people and communities thrive in the moments that matter.At Rehlko, our team members are the essential energy that powers our organization's success. We are committed to fostering a safe and sustainable work environment where safety is everyone's responsibility. We empower every team member to actively participate in our Zero Is Possible safety culture by encouraging open communication, proactively reporting hazards, following protocols, and suggesting improvements. Join us in creating an energy resilient world for a better future! What We Offer At Rehlko, our Total Rewards programs are designed to accelerate growth, energize performance, and support a culture of inclusion at every stage of life and work. We offer total rewards that are easily understood, recognize results, enable career mobility, and reflect our commitment to valuing diverse needs in a fast-moving world. We provide: Competitive compensation and benefits Work-life flexibility Recognition and rewards Development and career opportunities A safe and inclusive workplace Why You Will Love this Job Senior Project Engineer Location: UK-based with extensive nationwide travel Reports to: Project Engineering Manager Join Clarke Energy as a Senior Project Engineer We are seeking a highly capable and experienced Senior Project Engineer to enhance the delivery of Clarke Energy's large, complex and high value EPC projects. Acting as a senior operational presence across multiple sites, you will provide vital technical, logistical and process-focused support to Project Engineers while ensuring consistency, visibility and adherence to Clarke Energy's delivery standards.This role is ideally suited to someone with strong multidisciplinary construction experience, excellent QA discipline, and the ability to support and mentor project engineers in a dynamic site based environment. The position requires extensive travel across the UK, including frequent overnight stays, as well as regular attendance at our Knowsley head office. Key Responsibilities Oversight of Large & Complex EPC Projects Maintain close operational awareness of high-risk, high-value projects where Clarke Energy acts as Principal Contractor. Support site-based Project Engineers with construction sequencing, civils integration, M&E coordination and logistics. Provide timely, accurate updates to senior management on progress and risks across major sites. Understand programme status well enough to support planning discussions (without owning the programme). Driving Standards & Process Consistency Conduct structured audits across live projects to ensure compliance with Clarke Energy delivery systems and quality processes. Check and reinforce consistency in documentation, ITP completion, evidence gathering, reporting and interface between master programmes and short-term planning tools. Promote best practice in quality, construction discipline and project controls. Mentoring & Supporting Project Engineers Assist with onboarding new Project Engineers, ensuring they understand construction delivery expectations, documentation standards and CE processes. Provide coaching across civil, mechanical and electrical interfaces, supporting engineers who may be stronger in one discipline than others. Encourage robust documentation habits, particularly around ITPs and quality records. Operational Continuity & Departmental Awareness Maintain broad situational awareness across multiple projects, enhancing resilience and continuity in the Project Engineering function. Support operational coordination where needed (excluding escalation decisions, commercial authority or line management responsibilities). Foster strong relationships with internal teams, subcontractors and clients. General Responsibilities Uphold Clarke Energy's standards, values and professional behaviours across all sites. Travel extensively to project locations throughout the UK, with periodic visits to Ireland or overseas as required. Essential Qualifications & Skills Strong construction experience, including civils, sequencing, logistics, temporary works and risk-aware planning. Demonstrated experience delivering multidisciplinary civil, mechanical and electrical construction projects. Excellent QA/ITP discipline, with a track record of producing high quality documentation. Proven experience delivering EPC projects with multiple subcontract interfaces. SMSTS qualification. CSCS Black or Gold card (or equivalent demonstrating senior supervisory competence). Strong organisational, communication and reporting skills. Ability to drive process adherence and consistent standards across dispersed project teams. Ability and willingness to travel extensively and attend the Knowsley HQ regularly. Desirable Experience Degree or formal qualification in Construction Management, Engineering, Project Management or a related field. Experience in the energy sector, industrial construction, or comparable complex environments. The Benefits Competitive salary 25 days holiday, with enhanced entitlement based on length of service Holiday buy and sell scheme 7% company pension contribution Health care cash plan Life Assurance Employee Assistance Programme Hybrid working options (when not site-based) Reward and recognition schemes Professional development and investment in employees In-house certified training department About Clarke Energy Clarke Energy, a Rehlko company, is an award-winning multinational specialist in the engineering, installation and maintenance of sustainable energy solutions. Renowned for delivering high quality installations supported by reliable and accountable aftersales service, we are the largest authorised distributor and service provider for INNIO's reciprocating engine products across 29 territories.Our culture is built on integrity, technical excellence and high ethical standards. We take pride in our ability to deliver complex engineering projects while supporting our customers' transition to low carbon and resilient power generation.If you're an experienced Senior Project Engineer with a strong construction background and a passion for driving high standards across complex EPC projects, we want to hear from you!Clarke proudly offers a rich history steeped in creativity and commitment to our associates and communities, along with competitive benefits and compensation. Our Purpose-Creating an energy resilient world for a better future-and Values: Curiosity, Trust, Pace, and Excellence, are important cultural components that shape the way we work and relate to one another. Learn more about Clarke at is an equal opportunity employer that prohibits discrimination and will make decisions regarding employment opportunities, including, but not limited to, hiring, job assignment,
Mar 27, 2026
Full time
.Why Work at ClarkeOur work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life.Our teams have the opportunity to provide a critical resource - energy - that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today's world demands.Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions - large and small - that help people and communities thrive in the moments that matter.At Rehlko, our team members are the essential energy that powers our organization's success. We are committed to fostering a safe and sustainable work environment where safety is everyone's responsibility. We empower every team member to actively participate in our Zero Is Possible safety culture by encouraging open communication, proactively reporting hazards, following protocols, and suggesting improvements. Join us in creating an energy resilient world for a better future! What We Offer At Rehlko, our Total Rewards programs are designed to accelerate growth, energize performance, and support a culture of inclusion at every stage of life and work. We offer total rewards that are easily understood, recognize results, enable career mobility, and reflect our commitment to valuing diverse needs in a fast-moving world. We provide: Competitive compensation and benefits Work-life flexibility Recognition and rewards Development and career opportunities A safe and inclusive workplace Why You Will Love this Job Senior Project Engineer Location: UK-based with extensive nationwide travel Reports to: Project Engineering Manager Join Clarke Energy as a Senior Project Engineer We are seeking a highly capable and experienced Senior Project Engineer to enhance the delivery of Clarke Energy's large, complex and high value EPC projects. Acting as a senior operational presence across multiple sites, you will provide vital technical, logistical and process-focused support to Project Engineers while ensuring consistency, visibility and adherence to Clarke Energy's delivery standards.This role is ideally suited to someone with strong multidisciplinary construction experience, excellent QA discipline, and the ability to support and mentor project engineers in a dynamic site based environment. The position requires extensive travel across the UK, including frequent overnight stays, as well as regular attendance at our Knowsley head office. Key Responsibilities Oversight of Large & Complex EPC Projects Maintain close operational awareness of high-risk, high-value projects where Clarke Energy acts as Principal Contractor. Support site-based Project Engineers with construction sequencing, civils integration, M&E coordination and logistics. Provide timely, accurate updates to senior management on progress and risks across major sites. Understand programme status well enough to support planning discussions (without owning the programme). Driving Standards & Process Consistency Conduct structured audits across live projects to ensure compliance with Clarke Energy delivery systems and quality processes. Check and reinforce consistency in documentation, ITP completion, evidence gathering, reporting and interface between master programmes and short-term planning tools. Promote best practice in quality, construction discipline and project controls. Mentoring & Supporting Project Engineers Assist with onboarding new Project Engineers, ensuring they understand construction delivery expectations, documentation standards and CE processes. Provide coaching across civil, mechanical and electrical interfaces, supporting engineers who may be stronger in one discipline than others. Encourage robust documentation habits, particularly around ITPs and quality records. Operational Continuity & Departmental Awareness Maintain broad situational awareness across multiple projects, enhancing resilience and continuity in the Project Engineering function. Support operational coordination where needed (excluding escalation decisions, commercial authority or line management responsibilities). Foster strong relationships with internal teams, subcontractors and clients. General Responsibilities Uphold Clarke Energy's standards, values and professional behaviours across all sites. Travel extensively to project locations throughout the UK, with periodic visits to Ireland or overseas as required. Essential Qualifications & Skills Strong construction experience, including civils, sequencing, logistics, temporary works and risk-aware planning. Demonstrated experience delivering multidisciplinary civil, mechanical and electrical construction projects. Excellent QA/ITP discipline, with a track record of producing high quality documentation. Proven experience delivering EPC projects with multiple subcontract interfaces. SMSTS qualification. CSCS Black or Gold card (or equivalent demonstrating senior supervisory competence). Strong organisational, communication and reporting skills. Ability to drive process adherence and consistent standards across dispersed project teams. Ability and willingness to travel extensively and attend the Knowsley HQ regularly. Desirable Experience Degree or formal qualification in Construction Management, Engineering, Project Management or a related field. Experience in the energy sector, industrial construction, or comparable complex environments. The Benefits Competitive salary 25 days holiday, with enhanced entitlement based on length of service Holiday buy and sell scheme 7% company pension contribution Health care cash plan Life Assurance Employee Assistance Programme Hybrid working options (when not site-based) Reward and recognition schemes Professional development and investment in employees In-house certified training department About Clarke Energy Clarke Energy, a Rehlko company, is an award-winning multinational specialist in the engineering, installation and maintenance of sustainable energy solutions. Renowned for delivering high quality installations supported by reliable and accountable aftersales service, we are the largest authorised distributor and service provider for INNIO's reciprocating engine products across 29 territories.Our culture is built on integrity, technical excellence and high ethical standards. We take pride in our ability to deliver complex engineering projects while supporting our customers' transition to low carbon and resilient power generation.If you're an experienced Senior Project Engineer with a strong construction background and a passion for driving high standards across complex EPC projects, we want to hear from you!Clarke proudly offers a rich history steeped in creativity and commitment to our associates and communities, along with competitive benefits and compensation. Our Purpose-Creating an energy resilient world for a better future-and Values: Curiosity, Trust, Pace, and Excellence, are important cultural components that shape the way we work and relate to one another. Learn more about Clarke at is an equal opportunity employer that prohibits discrimination and will make decisions regarding employment opportunities, including, but not limited to, hiring, job assignment,
Harrison Scott Associates
Site Director - BPO - East Midlands - £Executive Level Package
Harrison Scott Associates
Scope of Work A leading company in the sector they operate in is looking for a Site Director to lead the site Senior Management Team with the primary responsibility of delivering or exceeding the agreed P & L ensuring organisational effectiveness by providing leadership for all the site's functions. Principal Accountabilities Workflow Contribute to the development of the company's corporate strategy and lead strategy development in the site to ensure that the company achieves its short and long-term objectives. Develop and execute business strategies to achieve short and long-term goals. Report to the COO, providing market insights and strategic advice. Develop and implement business plans to improve cost-efficiency. Overseeing the company's business operations, financial performance, investments, and ventures. Develop and implement all necessary policies and procedures to ensure the site functions achieve their business objectives. Ensuring company policies and legal guidelines are clearly communicated. Develop and control the budget for the site to ensure that the resources required to meet its objectives within agreed financial parameters are available. In conjunction with the Operations Director / Manager, direct and control the Operations function to ensure that products and services are to the required standard and are available to customers within agreed costs and at the right times. To work with finance in the development of departmental budgets. To work with finance to produce fiscal documents. Assess, manage and resolve problematic developments and situations. To attend regular meetings with COO around fiscal planning. Oversee monthly and quarterly assessments and forecasts of the site's financial performance against budget, financial and operational goals. Oversee short and long-term financial and managerial reporting. To handle daily commercial business issues in supporting the Commercial Manager. To resolve contractual and commercial problems. To ensure that the financial aspects and impact of a contract are clear to all parties. To identifying new commercial opportunities. To support Client Services Manager and the Client Relations Manager to grow Key Accounts through support and advise. People Management Direct and manage Senior Manager to ensure that they are appropriately motivated and trained and carry their responsibilities to the required standard. Implements actionable plans to meet goals and objectives. To hold staff meetings and carry out team briefings when required. Communicate and negotiate with union representatives on terms and conditions of employment and wage reviews To adhere to HR policies, gaining advise where required. To identify, manage and record direct reports training. General To undertake training as and when required. Undertake to comply with the Information Security Management Systems (ISMS) and its associated polices. Any other duties that may be required from time to time. Technical Qualities Experience in General Management Commercial skills Significant experience of the industry Thorough knowledge of the company and its products and processes. Excellent communication skills both verbal and written. Knowledge and experience in organisational effectiveness and operations management and implementing best practises. Interpersonal skills and a collaborative management style. Excels at operating in a fast pace, community environment. If you have registered with us and wish to use your existing details to apply for this vacancy please login here. If you would like to register with us please click here To apply for this vacancy fill in the form below. The following fields are required. We ask that you only apply for any of our vacancies if you are resident in the UK and you work / have recently worked in the print, packaging or paper sectors . Being the largest recruitment company in print, packaging and paper we receive new vacancies on a daily basis. The software we use to "skill match" can "read" a word document but not a PDF. You will be considered for many more positions if your CV is in word format. The following section is OPTIONAL however if you have the time it would help tremendously in us matching you to over 300 positions (the average number we have at any one time).
Mar 27, 2026
Full time
Scope of Work A leading company in the sector they operate in is looking for a Site Director to lead the site Senior Management Team with the primary responsibility of delivering or exceeding the agreed P & L ensuring organisational effectiveness by providing leadership for all the site's functions. Principal Accountabilities Workflow Contribute to the development of the company's corporate strategy and lead strategy development in the site to ensure that the company achieves its short and long-term objectives. Develop and execute business strategies to achieve short and long-term goals. Report to the COO, providing market insights and strategic advice. Develop and implement business plans to improve cost-efficiency. Overseeing the company's business operations, financial performance, investments, and ventures. Develop and implement all necessary policies and procedures to ensure the site functions achieve their business objectives. Ensuring company policies and legal guidelines are clearly communicated. Develop and control the budget for the site to ensure that the resources required to meet its objectives within agreed financial parameters are available. In conjunction with the Operations Director / Manager, direct and control the Operations function to ensure that products and services are to the required standard and are available to customers within agreed costs and at the right times. To work with finance in the development of departmental budgets. To work with finance to produce fiscal documents. Assess, manage and resolve problematic developments and situations. To attend regular meetings with COO around fiscal planning. Oversee monthly and quarterly assessments and forecasts of the site's financial performance against budget, financial and operational goals. Oversee short and long-term financial and managerial reporting. To handle daily commercial business issues in supporting the Commercial Manager. To resolve contractual and commercial problems. To ensure that the financial aspects and impact of a contract are clear to all parties. To identifying new commercial opportunities. To support Client Services Manager and the Client Relations Manager to grow Key Accounts through support and advise. People Management Direct and manage Senior Manager to ensure that they are appropriately motivated and trained and carry their responsibilities to the required standard. Implements actionable plans to meet goals and objectives. To hold staff meetings and carry out team briefings when required. Communicate and negotiate with union representatives on terms and conditions of employment and wage reviews To adhere to HR policies, gaining advise where required. To identify, manage and record direct reports training. General To undertake training as and when required. Undertake to comply with the Information Security Management Systems (ISMS) and its associated polices. Any other duties that may be required from time to time. Technical Qualities Experience in General Management Commercial skills Significant experience of the industry Thorough knowledge of the company and its products and processes. Excellent communication skills both verbal and written. Knowledge and experience in organisational effectiveness and operations management and implementing best practises. Interpersonal skills and a collaborative management style. Excels at operating in a fast pace, community environment. If you have registered with us and wish to use your existing details to apply for this vacancy please login here. If you would like to register with us please click here To apply for this vacancy fill in the form below. The following fields are required. We ask that you only apply for any of our vacancies if you are resident in the UK and you work / have recently worked in the print, packaging or paper sectors . Being the largest recruitment company in print, packaging and paper we receive new vacancies on a daily basis. The software we use to "skill match" can "read" a word document but not a PDF. You will be considered for many more positions if your CV is in word format. The following section is OPTIONAL however if you have the time it would help tremendously in us matching you to over 300 positions (the average number we have at any one time).
GATE THEATRE
Executive Director & CEO
GATE THEATRE Lewisham, London
The Gate brings people together from across the world to engage with theatre, performance, art and ideas. Founded in 1979 to stage ground-breaking international plays, the Gate has become a platform for radical artists, writers and directors from across the globe: known for its transformative ability to push the boundaries of what theatre is and could be. It is a place where creatives have been gathering to imagine storytelling differently, and where experimental thinking is front and centre. At a time when the world and our own nation grow increasingly insular, we believe it is important to foster communication and understanding across borders, across languages, across cultures. The Gate works with artists in the UK to tell stories from beyond our borders, celebrating the multiplicity of identity within our artists and our audiences through the power of theatre. As a home for new voices and new ideas, we also have a reputation as a training theatre. Gate shows enable artists to take risks and to develop and advance their own talent, and their own professional journey, by making high quality work that moves the artform and the sector forward. The monumental events of the pandemic have drastically changed the theatre landscape and ecology, with its effects being keenly felt through unpredictable audience behaviour, and rising costs. As the nation navigates the cost-of-living crisis, the arts continue to face devastating funding cuts and challenges, including the withdrawal of much local council arts provision and the increasing competition for resources across trusts and foundations At the Gate, we have used this moment of transition to interrogate both our founding mission and what the needs of the sector are today. The Gate is now operating as a theatre producer as opposed to a venue, and seeks collaborations and partnerships in a variety of places to continue championing international voices through theatre. The Executive Director is also the Chief Executive, with responsibility for the organisational and financial health of the Gate, securing funding for programme and working closely with the Artistic team to ensure the art is kept at the heart of our strategy. Please note the Gate will be exploring succession planning for artistic leadership in the coming months and the incoming Executive Director will be involved in this Artistic Director recruitment process. The Gate is seeking a confident, collaborative and compassionate leader, with deep understanding of income generation and experience in securing funding for the arts. Job Description Leadership, Strategy and Planning: With the Artistic Lead and incoming Artistic Director, develop and lead the Gate's vision, mission and values Oversee the delivery of the company's Business Plan, ensuring that objectives are met and revising the plan annually to ensure that it remains fit for purpose and in line with the company's long-term vision Lead on income generation for the company, developing strategy for multi-year funder partnerships including future NPO bids, and ensuring the organisation is financially stable Create a working environment and culture that enables the Gate to realise its creative ambition whilst recognising the limitations of its financial, time and human resources, ensuring the long-term sustainability of the organisation and adherence with employment and health and safety legislation Be responsible for all major stakeholder relationships, including The Albany, Arts Council England and Big Issue Invest. Lead on the planning and delivery of the organisation's venue ambitions; in the short term developing relationships with co-producers and receiving houses. In collaboration with the Communications Manager, lead on the development and implementation of the Gate's Communications Strategy, seizing opportunities to raise the Gate's profile in the theatre sector both in London, nationally and internationally Seek exciting and like-minded partner organisations and charities in our local community, and beyond, to create shared activities which strengthen the Gate's mission Line-management responsibilities for the Artistic Director, Senior Producer, and Development Manager Funding and income generation: Develop the company's ACE core funding applications, working with the Artistic Director, and associated reporting and evaluation Manage the relationship with Big Issue Invest, ensuring responsible repayment of social investment and timely updates on forward plans Cultivate relationships with potential funders, taking a hands-on approach at events and meetings with donors and overseeing all funding applications to Trusts and Foundations Oversee the Development Manager in creating a long-term fundraising strategy and case for support, and support them in meeting the ambitious annual targets for Individual and Trust fundraising Manage freelance fundraising consultants brought on to support ad hoc project targets Job Description Financial management: Set and monitor the annual budget for the company and productions, working closely with the Senior Producer on programme expenditure Work closely with the Board's Finance Trustee in annual budget setting and quarterly reporting, and ensure the continued financial viability and strength of the organisation Create and present quarterly management accounts and cashflows to the Board and funders as required Work with the Accountant on the annual audit process Ensure that all staff adhere to the Gate's Financial Controls Policy and internal finance guidelines Governance: Build strong relationships with the Chair and Board members Oversee the preparation and distribution of board papers, ensuring that the Board receives accurate and timely information Arrange and attend Board Meetings and ensure Board members are kept fully informed on artistic, finance, legal and HR issues Act as Company Secretary, including submitting relevant paperwork to Companies House and the Charities Commission Proactively manage the Risk Register for the Gate Ensure implementation of and compliance with all policies, procedures and legal requirements, including employment law and GDPR Ensure that the Gate's work in anti-racism, equality, diversity and inclusion, and environmental sustainability is placed at the centre of the Gate's decision making. Ensure that effective policies and plans are in place to promote these, with regular monitoring and reviews to reflect best practice Productions, Operations and HR: Work with the Communications Manager to ensure the effective delivery of sales campaigns and a sustained programme of audience development Explore opportunities for the Gate to take its work elsewhere including on tour and within its local community Oversee the Senior Producer in their delivery of the day to day activities of the theatre and their budgets Negotiate with co-producing and partner companies Work with the Senior Producer to negotiate authors' rights and commissioning contracts Negotiate terms for premises agreements and maintain stakeholder relationships regarding all property related issues Lead on all HR matters to include: recruitment; employment contracts; day to day positive people management, and ensuring all HR policies and procedures are maintained and implemented Nurture a culture of organisational and personal wellbeing and support the team in their professional development Shared responsibilities with all staff members: Uphold and promote the Gate's values in everything we do Promote the work of the Gate both within the industry and to all potential audience members. Adhere and actively contribute to all policies and procedures including health and safety, anti- racism, safeguarding and Green Gate Additional tasks as required, commensurate with the overall purpose of the post Skills Essential: Demonstrable affinity with and commitment to the Gate's mission and values Strategic leadership experience at SMT level in an arts organisation Significant fundraising experience, securing gifts of over £50,000 and a comprehensive understanding of the fundraising climate Understanding of the business planning process Ability to collaborate with creative practitioners to translate an artistic vision into an annual programme within defined parameters of time and budget Experience in managing relationships with funders and other key partners Understanding of the London and national theatre ecology Experience of financial responsibility for multiple projects/productions, including setting and managing annual budgets A personal drive to create an inclusive, diverse and accessible world Experience of HR and positive people management Experience of a range of contract negotiations A confident leader and collaborative team member A clear decision maker with strong communication and presentation skills Ability to lead on the creation and implementation of a fundraising strategy Desirable: Experience of leading an organisation Experience of co-production and creative team contracting Experience of developing and implementing business plans Knowledge of audience development and marketing . click apply for full job details
Mar 27, 2026
Full time
The Gate brings people together from across the world to engage with theatre, performance, art and ideas. Founded in 1979 to stage ground-breaking international plays, the Gate has become a platform for radical artists, writers and directors from across the globe: known for its transformative ability to push the boundaries of what theatre is and could be. It is a place where creatives have been gathering to imagine storytelling differently, and where experimental thinking is front and centre. At a time when the world and our own nation grow increasingly insular, we believe it is important to foster communication and understanding across borders, across languages, across cultures. The Gate works with artists in the UK to tell stories from beyond our borders, celebrating the multiplicity of identity within our artists and our audiences through the power of theatre. As a home for new voices and new ideas, we also have a reputation as a training theatre. Gate shows enable artists to take risks and to develop and advance their own talent, and their own professional journey, by making high quality work that moves the artform and the sector forward. The monumental events of the pandemic have drastically changed the theatre landscape and ecology, with its effects being keenly felt through unpredictable audience behaviour, and rising costs. As the nation navigates the cost-of-living crisis, the arts continue to face devastating funding cuts and challenges, including the withdrawal of much local council arts provision and the increasing competition for resources across trusts and foundations At the Gate, we have used this moment of transition to interrogate both our founding mission and what the needs of the sector are today. The Gate is now operating as a theatre producer as opposed to a venue, and seeks collaborations and partnerships in a variety of places to continue championing international voices through theatre. The Executive Director is also the Chief Executive, with responsibility for the organisational and financial health of the Gate, securing funding for programme and working closely with the Artistic team to ensure the art is kept at the heart of our strategy. Please note the Gate will be exploring succession planning for artistic leadership in the coming months and the incoming Executive Director will be involved in this Artistic Director recruitment process. The Gate is seeking a confident, collaborative and compassionate leader, with deep understanding of income generation and experience in securing funding for the arts. Job Description Leadership, Strategy and Planning: With the Artistic Lead and incoming Artistic Director, develop and lead the Gate's vision, mission and values Oversee the delivery of the company's Business Plan, ensuring that objectives are met and revising the plan annually to ensure that it remains fit for purpose and in line with the company's long-term vision Lead on income generation for the company, developing strategy for multi-year funder partnerships including future NPO bids, and ensuring the organisation is financially stable Create a working environment and culture that enables the Gate to realise its creative ambition whilst recognising the limitations of its financial, time and human resources, ensuring the long-term sustainability of the organisation and adherence with employment and health and safety legislation Be responsible for all major stakeholder relationships, including The Albany, Arts Council England and Big Issue Invest. Lead on the planning and delivery of the organisation's venue ambitions; in the short term developing relationships with co-producers and receiving houses. In collaboration with the Communications Manager, lead on the development and implementation of the Gate's Communications Strategy, seizing opportunities to raise the Gate's profile in the theatre sector both in London, nationally and internationally Seek exciting and like-minded partner organisations and charities in our local community, and beyond, to create shared activities which strengthen the Gate's mission Line-management responsibilities for the Artistic Director, Senior Producer, and Development Manager Funding and income generation: Develop the company's ACE core funding applications, working with the Artistic Director, and associated reporting and evaluation Manage the relationship with Big Issue Invest, ensuring responsible repayment of social investment and timely updates on forward plans Cultivate relationships with potential funders, taking a hands-on approach at events and meetings with donors and overseeing all funding applications to Trusts and Foundations Oversee the Development Manager in creating a long-term fundraising strategy and case for support, and support them in meeting the ambitious annual targets for Individual and Trust fundraising Manage freelance fundraising consultants brought on to support ad hoc project targets Job Description Financial management: Set and monitor the annual budget for the company and productions, working closely with the Senior Producer on programme expenditure Work closely with the Board's Finance Trustee in annual budget setting and quarterly reporting, and ensure the continued financial viability and strength of the organisation Create and present quarterly management accounts and cashflows to the Board and funders as required Work with the Accountant on the annual audit process Ensure that all staff adhere to the Gate's Financial Controls Policy and internal finance guidelines Governance: Build strong relationships with the Chair and Board members Oversee the preparation and distribution of board papers, ensuring that the Board receives accurate and timely information Arrange and attend Board Meetings and ensure Board members are kept fully informed on artistic, finance, legal and HR issues Act as Company Secretary, including submitting relevant paperwork to Companies House and the Charities Commission Proactively manage the Risk Register for the Gate Ensure implementation of and compliance with all policies, procedures and legal requirements, including employment law and GDPR Ensure that the Gate's work in anti-racism, equality, diversity and inclusion, and environmental sustainability is placed at the centre of the Gate's decision making. Ensure that effective policies and plans are in place to promote these, with regular monitoring and reviews to reflect best practice Productions, Operations and HR: Work with the Communications Manager to ensure the effective delivery of sales campaigns and a sustained programme of audience development Explore opportunities for the Gate to take its work elsewhere including on tour and within its local community Oversee the Senior Producer in their delivery of the day to day activities of the theatre and their budgets Negotiate with co-producing and partner companies Work with the Senior Producer to negotiate authors' rights and commissioning contracts Negotiate terms for premises agreements and maintain stakeholder relationships regarding all property related issues Lead on all HR matters to include: recruitment; employment contracts; day to day positive people management, and ensuring all HR policies and procedures are maintained and implemented Nurture a culture of organisational and personal wellbeing and support the team in their professional development Shared responsibilities with all staff members: Uphold and promote the Gate's values in everything we do Promote the work of the Gate both within the industry and to all potential audience members. Adhere and actively contribute to all policies and procedures including health and safety, anti- racism, safeguarding and Green Gate Additional tasks as required, commensurate with the overall purpose of the post Skills Essential: Demonstrable affinity with and commitment to the Gate's mission and values Strategic leadership experience at SMT level in an arts organisation Significant fundraising experience, securing gifts of over £50,000 and a comprehensive understanding of the fundraising climate Understanding of the business planning process Ability to collaborate with creative practitioners to translate an artistic vision into an annual programme within defined parameters of time and budget Experience in managing relationships with funders and other key partners Understanding of the London and national theatre ecology Experience of financial responsibility for multiple projects/productions, including setting and managing annual budgets A personal drive to create an inclusive, diverse and accessible world Experience of HR and positive people management Experience of a range of contract negotiations A confident leader and collaborative team member A clear decision maker with strong communication and presentation skills Ability to lead on the creation and implementation of a fundraising strategy Desirable: Experience of leading an organisation Experience of co-production and creative team contracting Experience of developing and implementing business plans Knowledge of audience development and marketing . click apply for full job details
AJ Bell
Trustee Oversight Manager
AJ Bell Manchester, Lancashire
Job Description We're looking for a Trustee Oversight Manager at AJ Bell to ensure the effective operation of our Trustee Oversight function, reporting to the Senior Oversight Manager. In the role, you'll ensure that robust systems, controls and governance are in place to manage associated risks, meet regulatory requirements and support AJ Bell's long-term strategic objectives. What you'll be doing: Provide first line oversight of operational activities performed on behalf of the SIPP Trustee, ensuring appropriate controls and governance are in place to manage risk and ensure regulatory compliance. Collaborate with internal stakeholders to assess and monitor key processes related to SIPP administration (e.g., benefits processing, contributions, transfers). Ensure SIPP Trustee risks are identified, assessed, and accurately recorded. Maintain effective management information (MI). Conduct root cause analysis of exceptions and trends to inform risk management and drive continuous improvement. Track and monitor open actions, ensuring timely updates and appropriate closure. Monitor market developments and regulatory change, providing analysis and recommendations as appropriate. Contribute to change initiatives and process improvements, supporting the continuous enhancement of oversight activities in line with regulatory expectations, internal risk appetite, and business needs Lead and develop the team, fostering a culture of accountability, collaboration, and continuous improvement. Effectively manage resources to ensure the timely, accurate, and cost-effective completion of all oversight activities. What you'll bring: Proven experience of leading and developing teams, within a financial services environment A proactive, confident communicator at all levels CISI Investment Operations Certificate (IOC) Excellent organisational skills and attention to detail Timely and appropriate escalation Problem solving and decision making Planning, organisation, and time management About us: AJ Bell is one of the UK's fastest-growing investment platforms, serving over 644,000 customers and managing £103.3 billion in assets. Through our award-winning platform, we support everyone from professional financial advisers to first-time investors, making it easier to take control of your financial future and feel good investing. With over 1,500 employees across Manchester, London, and Bristol, AJ Bell is a FTSE 250 company and has been recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, as well as a Great Place to Work in 2025 and 2026. We offer a collaborative, friendly environment built on strong guiding principles and pride in what we do. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Competitive starting salary Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by SimplyHealth Discounted private healthcare scheme and dental plan Free on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Discounted nursery fees at Kids Planet on Exchange Quay Loans for travel season tickets Death in service scheme Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Parking at Exchange Quay (Subject to availability) Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent development programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Mar 27, 2026
Full time
Job Description We're looking for a Trustee Oversight Manager at AJ Bell to ensure the effective operation of our Trustee Oversight function, reporting to the Senior Oversight Manager. In the role, you'll ensure that robust systems, controls and governance are in place to manage associated risks, meet regulatory requirements and support AJ Bell's long-term strategic objectives. What you'll be doing: Provide first line oversight of operational activities performed on behalf of the SIPP Trustee, ensuring appropriate controls and governance are in place to manage risk and ensure regulatory compliance. Collaborate with internal stakeholders to assess and monitor key processes related to SIPP administration (e.g., benefits processing, contributions, transfers). Ensure SIPP Trustee risks are identified, assessed, and accurately recorded. Maintain effective management information (MI). Conduct root cause analysis of exceptions and trends to inform risk management and drive continuous improvement. Track and monitor open actions, ensuring timely updates and appropriate closure. Monitor market developments and regulatory change, providing analysis and recommendations as appropriate. Contribute to change initiatives and process improvements, supporting the continuous enhancement of oversight activities in line with regulatory expectations, internal risk appetite, and business needs Lead and develop the team, fostering a culture of accountability, collaboration, and continuous improvement. Effectively manage resources to ensure the timely, accurate, and cost-effective completion of all oversight activities. What you'll bring: Proven experience of leading and developing teams, within a financial services environment A proactive, confident communicator at all levels CISI Investment Operations Certificate (IOC) Excellent organisational skills and attention to detail Timely and appropriate escalation Problem solving and decision making Planning, organisation, and time management About us: AJ Bell is one of the UK's fastest-growing investment platforms, serving over 644,000 customers and managing £103.3 billion in assets. Through our award-winning platform, we support everyone from professional financial advisers to first-time investors, making it easier to take control of your financial future and feel good investing. With over 1,500 employees across Manchester, London, and Bristol, AJ Bell is a FTSE 250 company and has been recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, as well as a Great Place to Work in 2025 and 2026. We offer a collaborative, friendly environment built on strong guiding principles and pride in what we do. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Competitive starting salary Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by SimplyHealth Discounted private healthcare scheme and dental plan Free on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Discounted nursery fees at Kids Planet on Exchange Quay Loans for travel season tickets Death in service scheme Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Parking at Exchange Quay (Subject to availability) Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent development programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Senior Consultant - Wealth (Square 4)
Trades Workforce Solutions
Senior Consultant - Job Description The Business Square 4 is a dynamic and ambitious firm that specialises in providing consulting and resourcing services. We provide tailored advisory support to regulated firms on all governance, risk and compliance related matters and temporary resource to support short term operational challenges. Our mission in supporting firms across a complex and challenging regulatory agenda is to provide an unrivalled level of interaction - service and expertise, helping to protect firms and allowing them to ultimately grow and thrive. At Square 4, we embody a spirit of innovation, dedication, and excellence in everything we do. We take pride in serving a diverse range of clients, spanning from various segments within the financial services industry such as Retail Banks, Consumer Credit, Life and Pensions, Wealth and Asset Managers, Private Equity, to Utilities and Telecommunications firms. We are a commercial business, but our purpose and values extend beyond top line. We want our business to be a force for good and are committed to making a difference for our people, our clients, and our communities. We are committed to making a difference for our people, our clients, and our communities and so with a name like Square 4, it was an easy decision to give 4% of our earnings back to charities yearly. Responsibilities The primarily responsibility of the Senior Consultant is to support in the delivery of advisory engagements to our clients. Additionally, the role entails contributing to 'take to market' initiatives and business development. Key aspects associated with the role include: Acting as an ambassador for Square 4 across the industry. Leading the development of bespoke solutions to enable our clients to meet their regulatory and operational obligations. Leading on the production of material and activities for all aspects of client delivery such as training, reports, presentations, business gap analysis, project planning, risk management, in-depth case reviews, time management in line with the project budget. Providing regulatory and conduct risk-focused subject matter expertise as required to support the delivery of our existing and prospective engagements. Supporting in business development activity by providing regulatory and industry insights, contributing to thought leadership content, participating in webinars and roundtables, engaging with stakeholders, supporting sales bids, delivering presentations, and other relevant tasks. Providing leadership to a team of consultants, including associate resources and supporting the advisory director's directives. Assisting in the recruitment of new team members. Actively participating in client account management, developing and fostering close relationships with key stakeholders. Working collaboratively across the business to support strategic initiatives, business planning, operations and other activities to support the ongoing growth of the business. You should relish the opportunity to take on immediate responsibility and gain a wide range of experience from day one as part of a fast-growing company. Core Values, Behaviours and Requirements You have, and can demonstrate, the following skills and attributes: Alignment with our core values: Entrepreneurial, Collaborative, Relationship Driven and Committed to Delivery Excellence. An outstanding work ethic combined with a desire for continuous learning and personal development. Exceptional multitasking skills, coupled with fantastic organisation and acute attention to detail. Strong analytical and gap analysis ability. A can-do attitude and an ability to "get things done" efficiently under tight deadlines, with the ability to prioritise and adapt accordingly. Creative problem-solving abilities, maintaining an innovative and solution-orientated approach. Proactive and high-energy demeanour, coupled with confidence in your own ability and skillset. Outstanding professional communication skills - both written and oral. Proficient in communicating effectively and transparently with team members, actively listening to others' perspectives and providing constructive feedback when necessary. Demonstrated ability to collaborate seamlessly within cross-functional teams, fostering a culture of trust, respect, and mutual support. Knowledge and a practical understanding of the UK financial services sector and FCA regulatory agenda. A comprehensive understanding of the regulatory and supervisory landscape. A thorough understanding of the 'nature' of consulting, with a strong ability to apply a consultancy mindset to everyday tasks (demonstrating conscientious consultancy principles). Company Benefits We provide the following benefits to our permanent employees: The opportunity to work in a fast-growing company with a well-defined mission and values that are actively practiced each day. Option to work remotely or in our London-based office. Flexible working arrangements tailored to accommodate business requirements. Unlimited holiday to promote work-life balance. Corporate away days, including team-building activities. Opportunities to take part in volunteer days. Investment in personal development and support for career aspirations through provided funding for training and qualifications. Pension scheme. Private medical insurance provided by BUPA. If you're interested in exploring the next stage of your career with Square 4, we would be delighted to hear from you.
Mar 27, 2026
Full time
Senior Consultant - Job Description The Business Square 4 is a dynamic and ambitious firm that specialises in providing consulting and resourcing services. We provide tailored advisory support to regulated firms on all governance, risk and compliance related matters and temporary resource to support short term operational challenges. Our mission in supporting firms across a complex and challenging regulatory agenda is to provide an unrivalled level of interaction - service and expertise, helping to protect firms and allowing them to ultimately grow and thrive. At Square 4, we embody a spirit of innovation, dedication, and excellence in everything we do. We take pride in serving a diverse range of clients, spanning from various segments within the financial services industry such as Retail Banks, Consumer Credit, Life and Pensions, Wealth and Asset Managers, Private Equity, to Utilities and Telecommunications firms. We are a commercial business, but our purpose and values extend beyond top line. We want our business to be a force for good and are committed to making a difference for our people, our clients, and our communities. We are committed to making a difference for our people, our clients, and our communities and so with a name like Square 4, it was an easy decision to give 4% of our earnings back to charities yearly. Responsibilities The primarily responsibility of the Senior Consultant is to support in the delivery of advisory engagements to our clients. Additionally, the role entails contributing to 'take to market' initiatives and business development. Key aspects associated with the role include: Acting as an ambassador for Square 4 across the industry. Leading the development of bespoke solutions to enable our clients to meet their regulatory and operational obligations. Leading on the production of material and activities for all aspects of client delivery such as training, reports, presentations, business gap analysis, project planning, risk management, in-depth case reviews, time management in line with the project budget. Providing regulatory and conduct risk-focused subject matter expertise as required to support the delivery of our existing and prospective engagements. Supporting in business development activity by providing regulatory and industry insights, contributing to thought leadership content, participating in webinars and roundtables, engaging with stakeholders, supporting sales bids, delivering presentations, and other relevant tasks. Providing leadership to a team of consultants, including associate resources and supporting the advisory director's directives. Assisting in the recruitment of new team members. Actively participating in client account management, developing and fostering close relationships with key stakeholders. Working collaboratively across the business to support strategic initiatives, business planning, operations and other activities to support the ongoing growth of the business. You should relish the opportunity to take on immediate responsibility and gain a wide range of experience from day one as part of a fast-growing company. Core Values, Behaviours and Requirements You have, and can demonstrate, the following skills and attributes: Alignment with our core values: Entrepreneurial, Collaborative, Relationship Driven and Committed to Delivery Excellence. An outstanding work ethic combined with a desire for continuous learning and personal development. Exceptional multitasking skills, coupled with fantastic organisation and acute attention to detail. Strong analytical and gap analysis ability. A can-do attitude and an ability to "get things done" efficiently under tight deadlines, with the ability to prioritise and adapt accordingly. Creative problem-solving abilities, maintaining an innovative and solution-orientated approach. Proactive and high-energy demeanour, coupled with confidence in your own ability and skillset. Outstanding professional communication skills - both written and oral. Proficient in communicating effectively and transparently with team members, actively listening to others' perspectives and providing constructive feedback when necessary. Demonstrated ability to collaborate seamlessly within cross-functional teams, fostering a culture of trust, respect, and mutual support. Knowledge and a practical understanding of the UK financial services sector and FCA regulatory agenda. A comprehensive understanding of the regulatory and supervisory landscape. A thorough understanding of the 'nature' of consulting, with a strong ability to apply a consultancy mindset to everyday tasks (demonstrating conscientious consultancy principles). Company Benefits We provide the following benefits to our permanent employees: The opportunity to work in a fast-growing company with a well-defined mission and values that are actively practiced each day. Option to work remotely or in our London-based office. Flexible working arrangements tailored to accommodate business requirements. Unlimited holiday to promote work-life balance. Corporate away days, including team-building activities. Opportunities to take part in volunteer days. Investment in personal development and support for career aspirations through provided funding for training and qualifications. Pension scheme. Private medical insurance provided by BUPA. If you're interested in exploring the next stage of your career with Square 4, we would be delighted to hear from you.
2i Recruit Ltd
Finance Manager
2i Recruit Ltd
Finance Manager Investment Platform Location: Surrey (with occasional London meetings) £65,000 + depending on experience An exciting opportunity has arisen for a Finance Manager to join a growing private investment platform with interests across real estate and emerging investment sectors. You will play a pivotal role in overseeing the financial operations of several investment and operating entities. As Finance Manager, you will be responsible for the day-to-day financial management of multiple entities, ensuring accurate reporting, effective cash management and strong financial controls across the platform. The position is primarily based in Surrey, with occasional meetings in London as the investment platform continues to expand. Why Apply? Join a dynamic and growing private investment platform Work directly with senior decision-makers Gain exposure to investment activity and real estate development Opportunity to shape financial systems in a growing organisation Clear long-term progression potential Key Responsibilities: Financial Reporting & Management Maintain accurate financial records across multiple entities, including oversight of the general ledger and month-end/year-end processes. Prepare monthly management accounts, financial reports and analysis for senior leadership. Assist with budgeting, forecasting and variance analysis. Support the preparation of statutory accounts and audit requirements where applicable. Produce financial insights to support investment oversight and operational decision-making. Cash Flow & Payments Monitor cash flow and liquidity across various entities. Process supplier and service provider payments in line with approval procedures. Manage invoices, reconciliations and vendor records. Liaise with banking partners regarding accounts and transactions. Operational Finance Support financial oversight of operational costs, project expenditure and investment activity. Assist with financial planning relating to investments and development projects. Prepare financial data for internal meetings and investment discussions. Help implement improvements to financial reporting systems and internal processes. Compliance & Governance Coordinate with external accountants, auditors and tax advisors. Assist with corporate and regulatory requirements. Maintain strong financial documentation, controls and reporting standards. Support compliance processes associated with investment and corporate entities. Experience and Skills Requirements: We are looking for a proactive and commercially minded finance professional who enjoys working in a fast-moving investment environment. You will likely have: A degree in Accounting, Finance or a related discipline A professional qualification (ACA, ACCA, CIMA or similar) - qualified or part-qualified Around 5-8 years' experience in a finance or accounting role Experience within investment management, property, financial services or multi-entity businesses Strong knowledge of management accounts, financial reporting and financial controls Excellent Excel and financial systems skills Exceptional attention to detail and organisational ability A proactive, hands-on approach and the ability to work with discretion in a private investment environment If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Mar 27, 2026
Full time
Finance Manager Investment Platform Location: Surrey (with occasional London meetings) £65,000 + depending on experience An exciting opportunity has arisen for a Finance Manager to join a growing private investment platform with interests across real estate and emerging investment sectors. You will play a pivotal role in overseeing the financial operations of several investment and operating entities. As Finance Manager, you will be responsible for the day-to-day financial management of multiple entities, ensuring accurate reporting, effective cash management and strong financial controls across the platform. The position is primarily based in Surrey, with occasional meetings in London as the investment platform continues to expand. Why Apply? Join a dynamic and growing private investment platform Work directly with senior decision-makers Gain exposure to investment activity and real estate development Opportunity to shape financial systems in a growing organisation Clear long-term progression potential Key Responsibilities: Financial Reporting & Management Maintain accurate financial records across multiple entities, including oversight of the general ledger and month-end/year-end processes. Prepare monthly management accounts, financial reports and analysis for senior leadership. Assist with budgeting, forecasting and variance analysis. Support the preparation of statutory accounts and audit requirements where applicable. Produce financial insights to support investment oversight and operational decision-making. Cash Flow & Payments Monitor cash flow and liquidity across various entities. Process supplier and service provider payments in line with approval procedures. Manage invoices, reconciliations and vendor records. Liaise with banking partners regarding accounts and transactions. Operational Finance Support financial oversight of operational costs, project expenditure and investment activity. Assist with financial planning relating to investments and development projects. Prepare financial data for internal meetings and investment discussions. Help implement improvements to financial reporting systems and internal processes. Compliance & Governance Coordinate with external accountants, auditors and tax advisors. Assist with corporate and regulatory requirements. Maintain strong financial documentation, controls and reporting standards. Support compliance processes associated with investment and corporate entities. Experience and Skills Requirements: We are looking for a proactive and commercially minded finance professional who enjoys working in a fast-moving investment environment. You will likely have: A degree in Accounting, Finance or a related discipline A professional qualification (ACA, ACCA, CIMA or similar) - qualified or part-qualified Around 5-8 years' experience in a finance or accounting role Experience within investment management, property, financial services or multi-entity businesses Strong knowledge of management accounts, financial reporting and financial controls Excellent Excel and financial systems skills Exceptional attention to detail and organisational ability A proactive, hands-on approach and the ability to work with discretion in a private investment environment If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Health and Social Care Delivery Research (HSDR) Programme Director
HIRANI
Health and Social Care Delivery Research (HSDR) Programme Director We are looking for a Programme Director for our Health and Social Care Delivery Research (HSDR) Programme, to succeed Professor Kathy Rowan who reaches the end of their tenure on 30 September 2026. The HSDR Programme aims to produce rigorous and relevant evidence to improve the quality, accessibility and organisation of health and social care services by funding high quality, well designed, independent research. Through commissioned and researcher-led workstreams, the HSDR Programme produces findings which meet the needs of NHS and social care managers and leaders. The portfolio includes a range of research studies, typically mixed-methods, with a clear focus on the organisation and quality of care, as well as capturing the experience of patients, staff and service users. To view our current funded projects, please visit the NIHR funding and awards website. This role is an honorary post and does not confer any employment status or any employment rights. You should have an agreement in writing of support from your employing organisation when applying. If you believe passionately in inclusive evidence-based care and want to make health, public health and social care services and organisations work better for service users, patients, and the dedicated staff and managers who provide care, and you have a strong track record in health and care services research, then this is the role for you. Leading this influential programme, as part of a wider group of NIHR programme directors, will allow you to work across the health, public health and social care sectors and alongside key influencers in government. As Programme Director, you will have the opportunity to guide the strategic focus and evolution of the HSDR Programme. You will have strategic accountability for the programme's research budget, working in co-leadership with the NIHR Coordinating Centre (NIHR CC) and the Department of Health and Social Care (DHSC) to maximise the value of the investment through the commissioned portfolio. You will be responsible for the overall scientific quality of the HSDR Programme portfolio, and for probity of decision-making. You will have oversight of the programme's portfolio of funded studies. Alongside other programme directors, you will be part of the NIHR research programmes senior leadership team. You will work collaboratively across programmes, and with other parts of NIHR and the DHSC, to maximise the strategic impact of not only the HSDR programme but NIHR's investment across the research programmes portfolio in the delivery of key priorities. The right candidate will have proven experience of health and social care services research, and reach into the health and care system, as well as sound knowledge of research and development in the field of health, public health and social care. For this role, we are also particularly interested in candidates with experience of working in primary care. They will have a good understanding of research methods relevant to the programme, excellent communication and negotiating skills, and proven ability to chair committees effectively. This role is accountable to the Deputy Director of Research Programmes in the Science, Research and Evidence directorate at the Department of Health and Social Care. Tenure and time commitment The tenure for this role is 3 years in the first instance, to be reviewed at 2 years. In the context of ongoing programme development, this role may evolve as Programme Director roles are reorganised or consolidated. Depending on these changes, there may be potential to extend by up to 2 years to a total of 5 years by mutual agreement. You cannot hold any other NIHR honorary role for the duration of the tenure, other than in exceptional circumstances. The overall time commitment includes attending meetings, providing specific advice and undertaking background and planning work. Key responsibilities Your key responsibilities will include: as part of the wider NIHR Programme Director group, working with the Scientific Director for Research Programmes and the DHSC Science Research and Evidence Directorate senior management team to drive the strategic evolution and profile of both the HSDR Programme and the wider programmes portfolio. This will include working collaboratively with other parts of the NIHR considering not only the HSDR Programme budget but also the overall NIHR programmes budgetary limits as well as the wider policy framework setting the scientific direction of the HSDR Programme, including the balance of its content, relevance and responsiveness to the needs and priorities of the wider health, public health and social care system and DHSC, including the need to ensure that research funded by the HSDR Programme crosses public health, primary, secondary and social care borders, where appropriate promoting the HSDR Programme, and the NIHR more generally, within the wider research and practitioner communities, with a particular view to maximising the impact of HSDR Programme projects on health and care policy and practice, in turn driving positive impacts on individuals and populations supporting the commissioning of research to address strategic priorities advising the NIHR on all matters related to the programme and associated areas of interest playing a key role in developing the profile of NIHR research programmes and the wider NIHR through significant external liaison and ambassadorial activities maintaining relationships with HSDR contract holders and related stakeholders providing strategic oversight, through the NIHR CC and in conjunction with DHSC, to ensure the quality and transparency of the procedures adopted for commissioning and managing projects are maintained, to drive maximum impact and value for money leadership and decision making in relation to Systems Engineering Innovation Partnerships for Multiple long-term Conditions (SEISMIC) Programme activity - a large-scale programme of research to consider how to better configure services for people with multiple long-term conditions. You will be expected to: play a role in developing the profile of the research programmes through DHSC and/or NIHR strategy groups and significant external liaison represent the HSDR Programme on the NIHR Strategy and Engagement Board and other key NIHR fora maintain a watching brief on the HSDR Programme portfolio; making recommendations to DHSC on variations to contract requests, meeting research teams to review progress and making decisions on project closures where applicable attend activity update meetings with the NIHR CC on a regular basis, to provide advice and receive information to support your role respond to and implement new NIHR and DHSC policies, ensuring compliance in the delivery of your responsibilities as a Programme Director have a strong commitment and drive to promote equitable and inclusive practices What you will bring to the role We are looking for a skilled professional with a background in health and care research. You should have strong communication and leadership skills, and experience or an understanding of research commissioning. Other essential key skills, qualifications and experience include: knowledge of the NIHR and a good understanding of the health and care landscape and health and social care services delivery demonstrable leadership experience relevant to the programme willingness to be flexible, as your portfolio may change over time in the context of the ongoing development of NIHR Research Programmes a strong commitment to promoting research inclusion in all aspects of programme activity the ability to communicate efficiently and effectively discretion in the handling of confidential information a proven track record of research leadership and familiarity with processes for securing and delivering high quality research a strong commitment to supporting patient and public involvement (PPI) as a core value throughout the programme experience of maintaining and creating new, complex relationships proven experience of chairing committees the ability to interpret budget information effectively General requirements: the capacity to dedicate time to the HSDR Programme, including attending meetings (for example, 6 x 2 day funding committees, 4 x NIHR Strategy and Engagement Board) and preparation work, and post-award activity willingness and ability to travel regularly to London and other locations across the UK to attend in-person meetings and engagements as required the capacity to work within the wider NIHR including, if required, representing NIHR at national and international level Equality, diversity and inclusion The NIHR is committed to creating a diverse and inclusive culture, as outlined in our Research Inclusion Strategy . We want everyone to realise their full potential and make a positive contribution. We welcome applications from people from all backgrounds and communities. We are committed to having leadership and teams that are made up of diverse skills and experiences. To find out more, visit our Research Inclusion page. To enable this, we are committed to removing barriers to participation and ensuring our processes are inclusive. We encourage applications from groups who are underrepresented and from individuals with protected characteristics under the Equality Act 2010. We will provide reasonable adjustments at any stage of the application or appointment process . click apply for full job details
Mar 27, 2026
Full time
Health and Social Care Delivery Research (HSDR) Programme Director We are looking for a Programme Director for our Health and Social Care Delivery Research (HSDR) Programme, to succeed Professor Kathy Rowan who reaches the end of their tenure on 30 September 2026. The HSDR Programme aims to produce rigorous and relevant evidence to improve the quality, accessibility and organisation of health and social care services by funding high quality, well designed, independent research. Through commissioned and researcher-led workstreams, the HSDR Programme produces findings which meet the needs of NHS and social care managers and leaders. The portfolio includes a range of research studies, typically mixed-methods, with a clear focus on the organisation and quality of care, as well as capturing the experience of patients, staff and service users. To view our current funded projects, please visit the NIHR funding and awards website. This role is an honorary post and does not confer any employment status or any employment rights. You should have an agreement in writing of support from your employing organisation when applying. If you believe passionately in inclusive evidence-based care and want to make health, public health and social care services and organisations work better for service users, patients, and the dedicated staff and managers who provide care, and you have a strong track record in health and care services research, then this is the role for you. Leading this influential programme, as part of a wider group of NIHR programme directors, will allow you to work across the health, public health and social care sectors and alongside key influencers in government. As Programme Director, you will have the opportunity to guide the strategic focus and evolution of the HSDR Programme. You will have strategic accountability for the programme's research budget, working in co-leadership with the NIHR Coordinating Centre (NIHR CC) and the Department of Health and Social Care (DHSC) to maximise the value of the investment through the commissioned portfolio. You will be responsible for the overall scientific quality of the HSDR Programme portfolio, and for probity of decision-making. You will have oversight of the programme's portfolio of funded studies. Alongside other programme directors, you will be part of the NIHR research programmes senior leadership team. You will work collaboratively across programmes, and with other parts of NIHR and the DHSC, to maximise the strategic impact of not only the HSDR programme but NIHR's investment across the research programmes portfolio in the delivery of key priorities. The right candidate will have proven experience of health and social care services research, and reach into the health and care system, as well as sound knowledge of research and development in the field of health, public health and social care. For this role, we are also particularly interested in candidates with experience of working in primary care. They will have a good understanding of research methods relevant to the programme, excellent communication and negotiating skills, and proven ability to chair committees effectively. This role is accountable to the Deputy Director of Research Programmes in the Science, Research and Evidence directorate at the Department of Health and Social Care. Tenure and time commitment The tenure for this role is 3 years in the first instance, to be reviewed at 2 years. In the context of ongoing programme development, this role may evolve as Programme Director roles are reorganised or consolidated. Depending on these changes, there may be potential to extend by up to 2 years to a total of 5 years by mutual agreement. You cannot hold any other NIHR honorary role for the duration of the tenure, other than in exceptional circumstances. The overall time commitment includes attending meetings, providing specific advice and undertaking background and planning work. Key responsibilities Your key responsibilities will include: as part of the wider NIHR Programme Director group, working with the Scientific Director for Research Programmes and the DHSC Science Research and Evidence Directorate senior management team to drive the strategic evolution and profile of both the HSDR Programme and the wider programmes portfolio. This will include working collaboratively with other parts of the NIHR considering not only the HSDR Programme budget but also the overall NIHR programmes budgetary limits as well as the wider policy framework setting the scientific direction of the HSDR Programme, including the balance of its content, relevance and responsiveness to the needs and priorities of the wider health, public health and social care system and DHSC, including the need to ensure that research funded by the HSDR Programme crosses public health, primary, secondary and social care borders, where appropriate promoting the HSDR Programme, and the NIHR more generally, within the wider research and practitioner communities, with a particular view to maximising the impact of HSDR Programme projects on health and care policy and practice, in turn driving positive impacts on individuals and populations supporting the commissioning of research to address strategic priorities advising the NIHR on all matters related to the programme and associated areas of interest playing a key role in developing the profile of NIHR research programmes and the wider NIHR through significant external liaison and ambassadorial activities maintaining relationships with HSDR contract holders and related stakeholders providing strategic oversight, through the NIHR CC and in conjunction with DHSC, to ensure the quality and transparency of the procedures adopted for commissioning and managing projects are maintained, to drive maximum impact and value for money leadership and decision making in relation to Systems Engineering Innovation Partnerships for Multiple long-term Conditions (SEISMIC) Programme activity - a large-scale programme of research to consider how to better configure services for people with multiple long-term conditions. You will be expected to: play a role in developing the profile of the research programmes through DHSC and/or NIHR strategy groups and significant external liaison represent the HSDR Programme on the NIHR Strategy and Engagement Board and other key NIHR fora maintain a watching brief on the HSDR Programme portfolio; making recommendations to DHSC on variations to contract requests, meeting research teams to review progress and making decisions on project closures where applicable attend activity update meetings with the NIHR CC on a regular basis, to provide advice and receive information to support your role respond to and implement new NIHR and DHSC policies, ensuring compliance in the delivery of your responsibilities as a Programme Director have a strong commitment and drive to promote equitable and inclusive practices What you will bring to the role We are looking for a skilled professional with a background in health and care research. You should have strong communication and leadership skills, and experience or an understanding of research commissioning. Other essential key skills, qualifications and experience include: knowledge of the NIHR and a good understanding of the health and care landscape and health and social care services delivery demonstrable leadership experience relevant to the programme willingness to be flexible, as your portfolio may change over time in the context of the ongoing development of NIHR Research Programmes a strong commitment to promoting research inclusion in all aspects of programme activity the ability to communicate efficiently and effectively discretion in the handling of confidential information a proven track record of research leadership and familiarity with processes for securing and delivering high quality research a strong commitment to supporting patient and public involvement (PPI) as a core value throughout the programme experience of maintaining and creating new, complex relationships proven experience of chairing committees the ability to interpret budget information effectively General requirements: the capacity to dedicate time to the HSDR Programme, including attending meetings (for example, 6 x 2 day funding committees, 4 x NIHR Strategy and Engagement Board) and preparation work, and post-award activity willingness and ability to travel regularly to London and other locations across the UK to attend in-person meetings and engagements as required the capacity to work within the wider NIHR including, if required, representing NIHR at national and international level Equality, diversity and inclusion The NIHR is committed to creating a diverse and inclusive culture, as outlined in our Research Inclusion Strategy . We want everyone to realise their full potential and make a positive contribution. We welcome applications from people from all backgrounds and communities. We are committed to having leadership and teams that are made up of diverse skills and experiences. To find out more, visit our Research Inclusion page. To enable this, we are committed to removing barriers to participation and ensuring our processes are inclusive. We encourage applications from groups who are underrepresented and from individuals with protected characteristics under the Equality Act 2010. We will provide reasonable adjustments at any stage of the application or appointment process . click apply for full job details
Manager, Building Safety Act, Health & Safety, and Technical Due Diligence
Mapletree Investments Pte Ltd
Manager, Building Safety Act, Health & Safety, and Technical Due Diligence The Manager for Building Safety Act, Health & Safety, and Technical Due Diligence will be responsible for ensuring that all assets within the student accommodation portfolio comply with the Building Safety Act (BSA), Health & Safety legislation, and associated technical standards. The postholder will manage safety case submissions, monitor compliance performance, lead building audits, and support acquisition and divestment due diligence from a technical and safety compliance perspective. This role is pivotal in embedding a culture of safety, assurance, and accountability across the portfolio, ensuring our higher risk buildings (HRBs) meet the obligations of the Building Safety Regulator (BSR), and that all assets are safe for occupation. 1. Building Safety Act Compliance Lead and coordinate the completion and submission of Building Safety Case Reports and Safety Case Files for all Higher Risk Buildings (HRBs). Manage the registration developing and ongoing engagement with the Building Safety Regulator (BSR), including MOR incident reporting and RFIs. Develop and maintain the Golden Thread of information, ensuring all building safety information is accurate, current, and accessible. Oversee remedial action plans from Fire Risk Assessments (FRAs), FRAEW/PAS 9980 assessments, and intrusive surveys. Coordinate external fire engineers, principal designers, and contractors to deliver compliant outcomes. 2. Health & Safety Management Ensure all sites comply with relevant legislation including the Health and Safety at Work Act 1974, Regulatory Reform (Fire Safety) Order 2005, CDM Regulations 2015, and the Building Safety Act 2022. Support and coach site and operations teams in implementing safe systems of work. Conduct health and safety audits, inspections, and compliance reviews across the PBSA portfolio. Develop and maintain risk assessments, method statements, and emergency response plans. Liaise with enforcement authorities (HSE, Fire Authorities, Local Authorities) to ensure timely resolution of any findings or improvement notices. Lead technical and compliance due diligence for new acquisitions, developments, and divestments. Assess building fabric, M&E, and life safety systems to identify risks, capital liabilities, and compliance gaps. Provide expert advice during asset onboarding and disposal processes, ensuring technical information and warranties are validated and archived. Support lifecycle planning and capital project prioritisation based on technical condition and statutory obligations. 4. Stakeholder & Contractor Management Engage and manage specialist consultants (fire engineers, structural engineers, building surveyors, etc.). Work collaboratively with Facilities Management, Operations, Investment and Asset Management teams to ensure joined up compliance delivery. Build strong relationships with the Building Safety Regulator, Fire Authorities. Job Requirements Strong understanding of the Building Safety Act 2022, Fire Safety Act 2021, Regulatory Reform (Fire Safety) Order 2005, and CDM Regulations 2015. Experience in PBSA, Build to Rent (BTR), or residential high rise sectors. Proven track record of delivering Safety Case Reports, FRAEW/PAS 9980 reviews, and building safety audits. Excellent technical understanding of building fabric, M&E, and fire safety systems. Strong risk management, analytical, and problem solving skills. Effective communicator with the ability to translate technical requirements into operational delivery. Competent in managing external consultants, engineers, and contractors.
Mar 27, 2026
Full time
Manager, Building Safety Act, Health & Safety, and Technical Due Diligence The Manager for Building Safety Act, Health & Safety, and Technical Due Diligence will be responsible for ensuring that all assets within the student accommodation portfolio comply with the Building Safety Act (BSA), Health & Safety legislation, and associated technical standards. The postholder will manage safety case submissions, monitor compliance performance, lead building audits, and support acquisition and divestment due diligence from a technical and safety compliance perspective. This role is pivotal in embedding a culture of safety, assurance, and accountability across the portfolio, ensuring our higher risk buildings (HRBs) meet the obligations of the Building Safety Regulator (BSR), and that all assets are safe for occupation. 1. Building Safety Act Compliance Lead and coordinate the completion and submission of Building Safety Case Reports and Safety Case Files for all Higher Risk Buildings (HRBs). Manage the registration developing and ongoing engagement with the Building Safety Regulator (BSR), including MOR incident reporting and RFIs. Develop and maintain the Golden Thread of information, ensuring all building safety information is accurate, current, and accessible. Oversee remedial action plans from Fire Risk Assessments (FRAs), FRAEW/PAS 9980 assessments, and intrusive surveys. Coordinate external fire engineers, principal designers, and contractors to deliver compliant outcomes. 2. Health & Safety Management Ensure all sites comply with relevant legislation including the Health and Safety at Work Act 1974, Regulatory Reform (Fire Safety) Order 2005, CDM Regulations 2015, and the Building Safety Act 2022. Support and coach site and operations teams in implementing safe systems of work. Conduct health and safety audits, inspections, and compliance reviews across the PBSA portfolio. Develop and maintain risk assessments, method statements, and emergency response plans. Liaise with enforcement authorities (HSE, Fire Authorities, Local Authorities) to ensure timely resolution of any findings or improvement notices. Lead technical and compliance due diligence for new acquisitions, developments, and divestments. Assess building fabric, M&E, and life safety systems to identify risks, capital liabilities, and compliance gaps. Provide expert advice during asset onboarding and disposal processes, ensuring technical information and warranties are validated and archived. Support lifecycle planning and capital project prioritisation based on technical condition and statutory obligations. 4. Stakeholder & Contractor Management Engage and manage specialist consultants (fire engineers, structural engineers, building surveyors, etc.). Work collaboratively with Facilities Management, Operations, Investment and Asset Management teams to ensure joined up compliance delivery. Build strong relationships with the Building Safety Regulator, Fire Authorities. Job Requirements Strong understanding of the Building Safety Act 2022, Fire Safety Act 2021, Regulatory Reform (Fire Safety) Order 2005, and CDM Regulations 2015. Experience in PBSA, Build to Rent (BTR), or residential high rise sectors. Proven track record of delivering Safety Case Reports, FRAEW/PAS 9980 reviews, and building safety audits. Excellent technical understanding of building fabric, M&E, and fire safety systems. Strong risk management, analytical, and problem solving skills. Effective communicator with the ability to translate technical requirements into operational delivery. Competent in managing external consultants, engineers, and contractors.
Montpellier Resourcing
Relationship Manager (Private Banking)
Montpellier Resourcing
Up to £80,000 plus EXCELLENT bonus and benefits A prestigious private bank in London is seeking a highly experienced and proactive Senior Client Service Officer to provide expert support to a senior Banker. This is a critical role designed for a seasoned professional who can take full ownership of the administration and operational management of an established, high-net-worth book of business. As a Senior Client Support Officer, you will act as the primary engine room for the desk, ensuring seamless service delivery for UK and International clients while maintaining the highest standards of regulatory integrity. Please note, candidates must have direct Private Banking experience Key Responsibilities of the Relationship Manager to include: Strategic Onboarding & KYC Leadership: Take full accountability for the end-to-end KYC lifecycle for complex structures. You will drive the collection, analysis, and submission of documentation, navigating intricate client profiles with minimal supervision. Advanced Investment Suitability: Proactively manage the production of mandatory suitability reports and investor profile reviews. Ensure the book remains fully compliant with MiFID II and internal standards at all times . Complex Portfolio Support: Provide high-level technical support for residential real estate transactions and discretionary investment portfolios. Expert Banking Operations: Execute sophisticated client instructions, including high-value payments, FX trading, and complex e-banking configurations. Non-Discretionary Execution: Confirm income and accurately book trades for non-discretionary investment accounts with precision. Senior Stakeholder Liaison: Act as the lead point of contact between the desk and internal departments (Operations, Compliance, and Offshore entities) to resolve bottlenecks and streamline annual reviews. Client Relationship Partnership: Interact directly with HNW clients as a trusted representative of the bank, resolving complex queries and identifying opportunities to promote relevant products and services. Regulatory Guardianship: Maintain an expert-level understanding of the Code of Conduct, Cross-Border regulations, AML, and FATCA/CRS requirements. Requirements for the successful Relationship Manager to include: Candidates must have 8-10 years of direct Private Banking experience. Deep expertise in KYC/Onboarding processes for complex entities and a robust understanding of investment products (Discretionary & Non-Discretionary) and credit. While not mandatory, IAD (Investment Advice Diploma) or CeMAP qualifications desirable. A proven track record of managing a heavy workload for a senior banker with "first-time right" accuracy and minimal oversight. Exceptional interpersonal skills with the ability to engage with high-net-worth individuals and senior internal stakeholders. Benefits to include: A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice). Enhanced annual leave entitlement. Private Medical Cover. Cash back membership. Life Insurance. AND MORE This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
Mar 27, 2026
Full time
Up to £80,000 plus EXCELLENT bonus and benefits A prestigious private bank in London is seeking a highly experienced and proactive Senior Client Service Officer to provide expert support to a senior Banker. This is a critical role designed for a seasoned professional who can take full ownership of the administration and operational management of an established, high-net-worth book of business. As a Senior Client Support Officer, you will act as the primary engine room for the desk, ensuring seamless service delivery for UK and International clients while maintaining the highest standards of regulatory integrity. Please note, candidates must have direct Private Banking experience Key Responsibilities of the Relationship Manager to include: Strategic Onboarding & KYC Leadership: Take full accountability for the end-to-end KYC lifecycle for complex structures. You will drive the collection, analysis, and submission of documentation, navigating intricate client profiles with minimal supervision. Advanced Investment Suitability: Proactively manage the production of mandatory suitability reports and investor profile reviews. Ensure the book remains fully compliant with MiFID II and internal standards at all times . Complex Portfolio Support: Provide high-level technical support for residential real estate transactions and discretionary investment portfolios. Expert Banking Operations: Execute sophisticated client instructions, including high-value payments, FX trading, and complex e-banking configurations. Non-Discretionary Execution: Confirm income and accurately book trades for non-discretionary investment accounts with precision. Senior Stakeholder Liaison: Act as the lead point of contact between the desk and internal departments (Operations, Compliance, and Offshore entities) to resolve bottlenecks and streamline annual reviews. Client Relationship Partnership: Interact directly with HNW clients as a trusted representative of the bank, resolving complex queries and identifying opportunities to promote relevant products and services. Regulatory Guardianship: Maintain an expert-level understanding of the Code of Conduct, Cross-Border regulations, AML, and FATCA/CRS requirements. Requirements for the successful Relationship Manager to include: Candidates must have 8-10 years of direct Private Banking experience. Deep expertise in KYC/Onboarding processes for complex entities and a robust understanding of investment products (Discretionary & Non-Discretionary) and credit. While not mandatory, IAD (Investment Advice Diploma) or CeMAP qualifications desirable. A proven track record of managing a heavy workload for a senior banker with "first-time right" accuracy and minimal oversight. Exceptional interpersonal skills with the ability to engage with high-net-worth individuals and senior internal stakeholders. Benefits to include: A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice). Enhanced annual leave entitlement. Private Medical Cover. Cash back membership. Life Insurance. AND MORE This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
Morgan Sindall Construction
Design Manager LEVEL 1
Morgan Sindall Construction
Do you want to be involved in creating iconic buildings, using intelligent solutions to deliver bespoke projects to our clients AND be part of the future of construction? Then join our team as theDesign Manager and start the future, today! About Morgan Sindall Morgan Sindall Construction is an Investors in People Platinum employer providing national construction services to private and public sector customers across a range of markets. Together, we create remarkable results for our customers, partners and people. We are one of the UK'S most successful Tier 1 contractors. As a progressive and ambitious company, our employees benefit from a safe and rewarding working environment. About the role You will be working within our North East & Cumbria business, where you will: Establish, maintain and manage effective project design resource and team profile at bid and delivery stages Lead and provide a professional, comprehensive and sustainable design service for the customer and key partners / suppliers at bid and delivery stages Manage and co-ordinate safely the overall design process through the RIBA design stages challenging the brief and bringing innovation and continuous improvements benefits to the projects at bid and delivery stages Ensure completion and compliance of design management departmental procedures at bid and delivery stages Involvement with 'design strategy' and approach Ensure adherence to the design brief/scope of service and develop a comprehensive scope of service for key stages of project Coordinate the activities of the design team, contractors and statutory bodies (e.g. Local Authority planners & Building Control/HSE) in line with programme critical dates Ensure the design process recognises compliancy issues, current legislation, standards and codes of practice Maintain design within cost restraints fully incorporating customers' requirements Coordinate change control system and ensure changes are accounted for, authorised and implemented, as necessary, with the project manager and client What are we looking for? As an experienced Design Manager, you will have a good understanding of construction techniques and a BSc/HND/HNC, membership of relevant professional institute i.e. CIOB. Ability to lead and provide a professional, comprehensive and sustainable design service for the Client at Bid/Delivery stage. Experience in the main contracting market working on Healthcare, Education, Residential, Leisure, Defence and Commercial Projects between £5 and £50 million. Experience in Pre-construction (PSCA) and BIM. To thrive in our business, you should share our passion for the project at hand and enjoy working in an inclusive and hardworking team environment. At Morgan Sindall Construction our employees work collectively, encouraging and challenging each other to succeed. Across our business we treat everyone equally and have developed a community where voices are heard, and respected. What can we offer you? Working in our North East and Cumbria business, you will be part of a growing and dynamic team of people who are passionate about what they do and enjoy the challenge and pace of work in a hardworking and fun construction environment. No day will be the same and we challenge each other to deliver what's right for our customers. Our culture is so important to us and defines the way we go about our business. We are inclusive, supportive and team focused and take pride in the longstanding and committed relationships we have with our supply chain partners. We are Morgan Sindall Construction North East and Cumbria Our people in the North East and Cumbria area are encouraged and rewarded to work as a team to achieve our Perfect Delivery philosophy. The success of this strategy to find - win - deliver - repeat has yielded a healthy forward order book, enabling us to focus on strengthening our long-term work winning capability in our primary sectors of education, public sector frameworks, civic buildings, leisure, investment linked opportunities and healthcare. Our commitment to our people is as strong as the commitment to our clients. At Morgan Sindall Construction we recognise that our employees play a vital role in helping us achieve our goals. As a result, the company develops and promotes these employees who share their same sense of dedication. Our strength is our people whose skills, knowledge and integrity keep us at the forefront of our industry. If you are interested in furthering your career in an inclusive and supportive environment, apply to us today. Equality Statement Morgan Sindall Construction seeks to recruit the best person for each of our roles, based on merit alone and free from bias. We are committed to treating all our job applicants fairly and with respect, irrespective of their background, disability, or any other protected characteristic. We recruit individuals who embody our core values of professionalism, expertise and trust which has given us a fantastic variety of people and cultures across our organisation. We celebrate our diverse teams who make Morgan Sindall Construction the inclusive, collaborative and rewarding place it is to work. We hire the best in the industry, provide them the support to achieve their goals and challenge them to make a real impact on our business. If you want to join an organisation that truly sees and harnesses what makes you unique, apply to us today. Diversity and Inclusion Statement Our aim is to create a workplace built on acceptance, respect, and inclusion, where everyone feels that they belong and can make a meaningful contribution. We encourage applicants regardless of religion, ethnicity, nationality, disability status, sex, sexual orientation, gender identity, family, or parental status. Morgan Sindall Construction is an equal opportunities employer and has been accredited with the Positive About Disabled People 'Two Ticks' accreditation. We are also an Investors in People company. Morgan Sindall is unable to employ anyone who does not have the legal right to live and work in the UK. In the recruitment process all applicants are required to provide the necessary right to work information and documentation. Our recruitment process should be accessible to all. If you need any assistance or accommodation during the process, please email emailprotected . Note for Recruitment Agencies Morgan Sindall Construction has a commitment to sourcing candidates directly and as such we do not accept speculative CVs from agencies. Please note that any CVs submitted will be deemed as gifted to Morgan Sindall and any agency terms & conditions associated with the use of such CVs will be invalid.
Mar 27, 2026
Full time
Do you want to be involved in creating iconic buildings, using intelligent solutions to deliver bespoke projects to our clients AND be part of the future of construction? Then join our team as theDesign Manager and start the future, today! About Morgan Sindall Morgan Sindall Construction is an Investors in People Platinum employer providing national construction services to private and public sector customers across a range of markets. Together, we create remarkable results for our customers, partners and people. We are one of the UK'S most successful Tier 1 contractors. As a progressive and ambitious company, our employees benefit from a safe and rewarding working environment. About the role You will be working within our North East & Cumbria business, where you will: Establish, maintain and manage effective project design resource and team profile at bid and delivery stages Lead and provide a professional, comprehensive and sustainable design service for the customer and key partners / suppliers at bid and delivery stages Manage and co-ordinate safely the overall design process through the RIBA design stages challenging the brief and bringing innovation and continuous improvements benefits to the projects at bid and delivery stages Ensure completion and compliance of design management departmental procedures at bid and delivery stages Involvement with 'design strategy' and approach Ensure adherence to the design brief/scope of service and develop a comprehensive scope of service for key stages of project Coordinate the activities of the design team, contractors and statutory bodies (e.g. Local Authority planners & Building Control/HSE) in line with programme critical dates Ensure the design process recognises compliancy issues, current legislation, standards and codes of practice Maintain design within cost restraints fully incorporating customers' requirements Coordinate change control system and ensure changes are accounted for, authorised and implemented, as necessary, with the project manager and client What are we looking for? As an experienced Design Manager, you will have a good understanding of construction techniques and a BSc/HND/HNC, membership of relevant professional institute i.e. CIOB. Ability to lead and provide a professional, comprehensive and sustainable design service for the Client at Bid/Delivery stage. Experience in the main contracting market working on Healthcare, Education, Residential, Leisure, Defence and Commercial Projects between £5 and £50 million. Experience in Pre-construction (PSCA) and BIM. To thrive in our business, you should share our passion for the project at hand and enjoy working in an inclusive and hardworking team environment. At Morgan Sindall Construction our employees work collectively, encouraging and challenging each other to succeed. Across our business we treat everyone equally and have developed a community where voices are heard, and respected. What can we offer you? Working in our North East and Cumbria business, you will be part of a growing and dynamic team of people who are passionate about what they do and enjoy the challenge and pace of work in a hardworking and fun construction environment. No day will be the same and we challenge each other to deliver what's right for our customers. Our culture is so important to us and defines the way we go about our business. We are inclusive, supportive and team focused and take pride in the longstanding and committed relationships we have with our supply chain partners. We are Morgan Sindall Construction North East and Cumbria Our people in the North East and Cumbria area are encouraged and rewarded to work as a team to achieve our Perfect Delivery philosophy. The success of this strategy to find - win - deliver - repeat has yielded a healthy forward order book, enabling us to focus on strengthening our long-term work winning capability in our primary sectors of education, public sector frameworks, civic buildings, leisure, investment linked opportunities and healthcare. Our commitment to our people is as strong as the commitment to our clients. At Morgan Sindall Construction we recognise that our employees play a vital role in helping us achieve our goals. As a result, the company develops and promotes these employees who share their same sense of dedication. Our strength is our people whose skills, knowledge and integrity keep us at the forefront of our industry. If you are interested in furthering your career in an inclusive and supportive environment, apply to us today. Equality Statement Morgan Sindall Construction seeks to recruit the best person for each of our roles, based on merit alone and free from bias. We are committed to treating all our job applicants fairly and with respect, irrespective of their background, disability, or any other protected characteristic. We recruit individuals who embody our core values of professionalism, expertise and trust which has given us a fantastic variety of people and cultures across our organisation. We celebrate our diverse teams who make Morgan Sindall Construction the inclusive, collaborative and rewarding place it is to work. We hire the best in the industry, provide them the support to achieve their goals and challenge them to make a real impact on our business. If you want to join an organisation that truly sees and harnesses what makes you unique, apply to us today. Diversity and Inclusion Statement Our aim is to create a workplace built on acceptance, respect, and inclusion, where everyone feels that they belong and can make a meaningful contribution. We encourage applicants regardless of religion, ethnicity, nationality, disability status, sex, sexual orientation, gender identity, family, or parental status. Morgan Sindall Construction is an equal opportunities employer and has been accredited with the Positive About Disabled People 'Two Ticks' accreditation. We are also an Investors in People company. Morgan Sindall is unable to employ anyone who does not have the legal right to live and work in the UK. In the recruitment process all applicants are required to provide the necessary right to work information and documentation. Our recruitment process should be accessible to all. If you need any assistance or accommodation during the process, please email emailprotected . Note for Recruitment Agencies Morgan Sindall Construction has a commitment to sourcing candidates directly and as such we do not accept speculative CVs from agencies. Please note that any CVs submitted will be deemed as gifted to Morgan Sindall and any agency terms & conditions associated with the use of such CVs will be invalid.
Oscar Technology
Marketing Technology Consultant
Oscar Technology Manchester, Lancashire
Marketing Technology Consultant Manchester Hybrid - 3 days a week in the office Salary - up to £39000 The Role This position sits at the heart of a high-performing Mar-Tech and analytics function, taking ownership of tagging infrastructure, measurement frameworks, and campaign data management across a diverse portfolio of client accounts. The successful candidate will be someone who can translate complex technical requirements into practical implementation plans - and who gets genuine satisfaction from building measurement foundations that actually work. Working closely with client teams, investment groups, and external technology vendors, this role will lead the adoption and optimisation of emerging marketing technologies, drive best practice across the team, and act as the primary technical expert for both internal stakeholders and clients. What the Role Involves Technical Implementation & Oversight Leading the setup and management of tagging and tracking infrastructure using platforms including Google Tag Manager, Campaign Manager 360, and Google Analytics. Implementing advanced tracking strategies, managing ad server integrations, and driving the adoption of solutions such as Google Consent Mode, Enhanced Conversions, and Conversion API (CAPI) across platforms including Meta, TikTok, and Amazon. Measurement & Analytics Building and maintaining bespoke measurement frameworks tailored to both large-scale and smaller client accounts. Creating and managing dashboards that bring together web analytics and media performance data into clear, actionable views. Client Engagement Acting as a trusted technical partner for clients - running strategy sessions, delivering impactful presentations, and providing expert guidance on Mar-Tech and Ad-Ops solutions that protect and enhance campaign investment. Team Development Supporting the development of junior team members through onboarding, training, and skills development. Championing knowledge sharing and keeping the team current on industry trends, privacy-centric measurement developments, and emerging technologies. Cross-Functional Collaboration Facilitating communication across departments, contributing to briefings, and ensuring Mar-Tech and Ad-Ops initiatives are well understood and consistently executed across teams. What are we looking for? Technical - Campaign Manager 360, Google Analytics, and GTM This is a client facing role so strong communication skills are important Marketing Technology Consultant Manchester Hybrid - 3 days a week in the office Salary - up to £39000 Oscar Associates (UK) Limited is acting as an Employment Agency in relation to this vacancy. To understand more about what we do with your data please review our privacy policy in the privacy section of the Oscar website.
Mar 27, 2026
Full time
Marketing Technology Consultant Manchester Hybrid - 3 days a week in the office Salary - up to £39000 The Role This position sits at the heart of a high-performing Mar-Tech and analytics function, taking ownership of tagging infrastructure, measurement frameworks, and campaign data management across a diverse portfolio of client accounts. The successful candidate will be someone who can translate complex technical requirements into practical implementation plans - and who gets genuine satisfaction from building measurement foundations that actually work. Working closely with client teams, investment groups, and external technology vendors, this role will lead the adoption and optimisation of emerging marketing technologies, drive best practice across the team, and act as the primary technical expert for both internal stakeholders and clients. What the Role Involves Technical Implementation & Oversight Leading the setup and management of tagging and tracking infrastructure using platforms including Google Tag Manager, Campaign Manager 360, and Google Analytics. Implementing advanced tracking strategies, managing ad server integrations, and driving the adoption of solutions such as Google Consent Mode, Enhanced Conversions, and Conversion API (CAPI) across platforms including Meta, TikTok, and Amazon. Measurement & Analytics Building and maintaining bespoke measurement frameworks tailored to both large-scale and smaller client accounts. Creating and managing dashboards that bring together web analytics and media performance data into clear, actionable views. Client Engagement Acting as a trusted technical partner for clients - running strategy sessions, delivering impactful presentations, and providing expert guidance on Mar-Tech and Ad-Ops solutions that protect and enhance campaign investment. Team Development Supporting the development of junior team members through onboarding, training, and skills development. Championing knowledge sharing and keeping the team current on industry trends, privacy-centric measurement developments, and emerging technologies. Cross-Functional Collaboration Facilitating communication across departments, contributing to briefings, and ensuring Mar-Tech and Ad-Ops initiatives are well understood and consistently executed across teams. What are we looking for? Technical - Campaign Manager 360, Google Analytics, and GTM This is a client facing role so strong communication skills are important Marketing Technology Consultant Manchester Hybrid - 3 days a week in the office Salary - up to £39000 Oscar Associates (UK) Limited is acting as an Employment Agency in relation to this vacancy. To understand more about what we do with your data please review our privacy policy in the privacy section of the Oscar website.
No1 Legal and Professional
Finance Manager - SaaS Experience
No1 Legal and Professional
Finance Manager - SaaS Experience Our client are looking for a Finance Manager with SaaS experience - please do not apply otherwise Successful candidate will be fully qualified - please do not apply otherwise This is a hybrid role based in the City of London Finance Manager - SaaS Experience Adopt a modern and progressive approach to building a finance function that embraces technology and automation, with an emphasis on accuracy and efficiency, to support the business as it scales Design, build, and maintain the company's suite of financial and operational KPIs, relevant to a SaaS revenue model Develop revenue and ARR metrics, gross margin analysis, customer-level profitability, and cash flow reporting Partner with the CEO and senior leadership to translate financial data into actionable business insight Support the development of annual budgets, quarterly forecasts, and multi-year financial planning models Produce monthly management accounts and board-ready reporting packs, including commentary and variance analysis Finance Manager - SaaS Experience Define and enforce data quality standards across all financial systems and reporting outputs Identify and resolve inconsistencies in source data, ensuring a single source of truth for financial information Work with operations and technology teams to improve the quality and reliability of billing, contract, and subscription data that feeds into financial reporting Implement controls and audit trails to ensure the traceability and integrity of financial data Finance Manager - SaaS Experience Act as a credible and proactive finance partner to the CEO and department heads across sales, product, and operations Support commercial decision-making with clear financial analysis, pricing models, contract structures, and investment cases Contribute to any investor reporting, due diligence processes, or M&A activity as the business evolves Finance Manager - SaaS Experience Own the month-end and year-end close process, ensuring accuracy, timeliness, and completeness of financial records Maintain and strengthen internal financial controls, including revenue recognition, cost allocation, and intercompany reconciliations Manage relationships with external auditors, tax advisers, and statutory reporting obligations (Companies House, HMRC) Maintain accurate accounting records and perform regular bank reconciliations to ensure the integrity of the company's financial position Manage relationships with suppliers and customers in respect of invoicing and billing, resolving queries efficiently and in a timely manner Oversee the purchase order system, ensuring all purchases are appropriately authorised, accurately recorded, and reflected in the company's financial records Own the end-to-end payroll process, providing the payroll service provider with accurate and timely data to ensure seamless monthly execution Ensure compliance with UK GAAP / IFRS as applicable, and maintain accounting policies appropriate to an international SaaS and services business Finance Manager - SaaS Experience Qualified accountant (ACA, ACCA, CIMA or equivalent) SaaS experience Strong technical accounting skills with hands-on experience of month-end close, statutory accounts preparation, and audit management Proven track record of building and maintaining KPI frameworks and management reporting suites A genuine commitment to data quality, evidenced either through professional experience or an understanding of what poor data integrity costs an organisation High proficiency in financial modelling and reporting tools (Excel essential; experience with Xero, Sage, NetSuite, or similar accounting systems) Comfortable operating at pace in a growing SME environment, with the ability to work both strategically and hands-on Finance Manager - SaaS Experience Experience with subscription / ARR revenue models and associated metrics (MRR, churn, NRR, CAC, LTV etc.) Exposure to board and investor reporting in a VC- or PE-backed environment Experience implementing or improving financial systems and ERP platforms Understanding of the regulatory and compliance technology landscape Finance Manager - SaaS Experience A pragmatic self-starter with a can-do attitude. Will be comfortable making sound judgements and taking decisive action in the absence of perfect information, and will bring energy and initiative to every aspect of the role Detail-oriented with an instinct for accuracy and a low tolerance for data ambiguity Intellectually curious - able to question assumptions and dig into the numbers behind the numbers Clear and confident communicator, capable of presenting financial information to non-finance audiences including the CEO and board Proactive and commercially minded, with the drive to add value beyond the core finance function Collaborative and collegiate - comfortable in a close-knit team where flexibility and ownership matter Resilient and adaptable, able to manage competing priorities in a fast-moving business environment Finance Manager - SaaS Experience Immediate in-person interviews on MS TEAMS By applying to this vacancy, you are giving permission to no1 legal and professional to submit your CV to the hiring company No1 Legal and Professional is an employment agency for permanent and temporary roles
Mar 27, 2026
Full time
Finance Manager - SaaS Experience Our client are looking for a Finance Manager with SaaS experience - please do not apply otherwise Successful candidate will be fully qualified - please do not apply otherwise This is a hybrid role based in the City of London Finance Manager - SaaS Experience Adopt a modern and progressive approach to building a finance function that embraces technology and automation, with an emphasis on accuracy and efficiency, to support the business as it scales Design, build, and maintain the company's suite of financial and operational KPIs, relevant to a SaaS revenue model Develop revenue and ARR metrics, gross margin analysis, customer-level profitability, and cash flow reporting Partner with the CEO and senior leadership to translate financial data into actionable business insight Support the development of annual budgets, quarterly forecasts, and multi-year financial planning models Produce monthly management accounts and board-ready reporting packs, including commentary and variance analysis Finance Manager - SaaS Experience Define and enforce data quality standards across all financial systems and reporting outputs Identify and resolve inconsistencies in source data, ensuring a single source of truth for financial information Work with operations and technology teams to improve the quality and reliability of billing, contract, and subscription data that feeds into financial reporting Implement controls and audit trails to ensure the traceability and integrity of financial data Finance Manager - SaaS Experience Act as a credible and proactive finance partner to the CEO and department heads across sales, product, and operations Support commercial decision-making with clear financial analysis, pricing models, contract structures, and investment cases Contribute to any investor reporting, due diligence processes, or M&A activity as the business evolves Finance Manager - SaaS Experience Own the month-end and year-end close process, ensuring accuracy, timeliness, and completeness of financial records Maintain and strengthen internal financial controls, including revenue recognition, cost allocation, and intercompany reconciliations Manage relationships with external auditors, tax advisers, and statutory reporting obligations (Companies House, HMRC) Maintain accurate accounting records and perform regular bank reconciliations to ensure the integrity of the company's financial position Manage relationships with suppliers and customers in respect of invoicing and billing, resolving queries efficiently and in a timely manner Oversee the purchase order system, ensuring all purchases are appropriately authorised, accurately recorded, and reflected in the company's financial records Own the end-to-end payroll process, providing the payroll service provider with accurate and timely data to ensure seamless monthly execution Ensure compliance with UK GAAP / IFRS as applicable, and maintain accounting policies appropriate to an international SaaS and services business Finance Manager - SaaS Experience Qualified accountant (ACA, ACCA, CIMA or equivalent) SaaS experience Strong technical accounting skills with hands-on experience of month-end close, statutory accounts preparation, and audit management Proven track record of building and maintaining KPI frameworks and management reporting suites A genuine commitment to data quality, evidenced either through professional experience or an understanding of what poor data integrity costs an organisation High proficiency in financial modelling and reporting tools (Excel essential; experience with Xero, Sage, NetSuite, or similar accounting systems) Comfortable operating at pace in a growing SME environment, with the ability to work both strategically and hands-on Finance Manager - SaaS Experience Experience with subscription / ARR revenue models and associated metrics (MRR, churn, NRR, CAC, LTV etc.) Exposure to board and investor reporting in a VC- or PE-backed environment Experience implementing or improving financial systems and ERP platforms Understanding of the regulatory and compliance technology landscape Finance Manager - SaaS Experience A pragmatic self-starter with a can-do attitude. Will be comfortable making sound judgements and taking decisive action in the absence of perfect information, and will bring energy and initiative to every aspect of the role Detail-oriented with an instinct for accuracy and a low tolerance for data ambiguity Intellectually curious - able to question assumptions and dig into the numbers behind the numbers Clear and confident communicator, capable of presenting financial information to non-finance audiences including the CEO and board Proactive and commercially minded, with the drive to add value beyond the core finance function Collaborative and collegiate - comfortable in a close-knit team where flexibility and ownership matter Resilient and adaptable, able to manage competing priorities in a fast-moving business environment Finance Manager - SaaS Experience Immediate in-person interviews on MS TEAMS By applying to this vacancy, you are giving permission to no1 legal and professional to submit your CV to the hiring company No1 Legal and Professional is an employment agency for permanent and temporary roles
Agreus Limited
Finance Associate
Agreus Limited
A London-based single family office is looking for a Finance Associate to support the CEO and Investment Manager in overseeing the principal's financial affairs and investment portfolio. This is a rare opportunity to join a small, dynamic team offering the best of both worlds: the variety, responsibility and close collaboration of a family office, combined with the resources and wider professional environment of the principal's operating business. The family office also supports a connected philanthropic foundation whose mission is to empower communities, enable growth and create sustainable impact across Africa. Responsibilities: Finance Provide support for the management of the principal's personal finances including cash management (including but not limited to yield optimisation) Assist in personal and corporate tax return preparations for the principal and various investment vehicles, philanthropic foundations etc in collaboration with professional tax advisors Responsible for book-keeping and preparation of annual statutory accounts for the family office and various investment vehicles and philanthropic foundations that it supports Dealing with banks and financial institutions in respect of any administrative, KYC and DD matters Monitor and submit all necessary returns and filings with companies house and HMRC Keep up to date with tax and other relevant industry developments that could impact the principal's personal situation, investment and / or philanthropic structures Investment portfolio Analysing and monitoring the existing portfolio Preparation of portfolio reporting, including monthly performance analysis and executive summary reporting Assist with investment due diligence on an ad hoc basis and assist in deal execution Support the team on strategic projects as required Required qualities or skills: ACA or equivalent qualification Strong Excel skills and broad technological literacy Experience of maintaining financial analyses is desirable A good understanding of taxes is desirable Intellectual curiosity and self-drive Strong attention to detail and ability to maintain confidentiality Individual should be flexible (in terms of timing and in range of duties) to cater to the evolving needs of the principal If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume
Mar 27, 2026
Full time
A London-based single family office is looking for a Finance Associate to support the CEO and Investment Manager in overseeing the principal's financial affairs and investment portfolio. This is a rare opportunity to join a small, dynamic team offering the best of both worlds: the variety, responsibility and close collaboration of a family office, combined with the resources and wider professional environment of the principal's operating business. The family office also supports a connected philanthropic foundation whose mission is to empower communities, enable growth and create sustainable impact across Africa. Responsibilities: Finance Provide support for the management of the principal's personal finances including cash management (including but not limited to yield optimisation) Assist in personal and corporate tax return preparations for the principal and various investment vehicles, philanthropic foundations etc in collaboration with professional tax advisors Responsible for book-keeping and preparation of annual statutory accounts for the family office and various investment vehicles and philanthropic foundations that it supports Dealing with banks and financial institutions in respect of any administrative, KYC and DD matters Monitor and submit all necessary returns and filings with companies house and HMRC Keep up to date with tax and other relevant industry developments that could impact the principal's personal situation, investment and / or philanthropic structures Investment portfolio Analysing and monitoring the existing portfolio Preparation of portfolio reporting, including monthly performance analysis and executive summary reporting Assist with investment due diligence on an ad hoc basis and assist in deal execution Support the team on strategic projects as required Required qualities or skills: ACA or equivalent qualification Strong Excel skills and broad technological literacy Experience of maintaining financial analyses is desirable A good understanding of taxes is desirable Intellectual curiosity and self-drive Strong attention to detail and ability to maintain confidentiality Individual should be flexible (in terms of timing and in range of duties) to cater to the evolving needs of the principal If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume
Montpellier Resourcing
Assistant Manager Front of House
Montpellier Resourcing
Up to £43,000 plus EXCELLENT bonus and benefits 5 days a week in the office An excellent opportunity has arisen for an experienced and proactive Assistant Front of House Manager to join a prestigious investment management firm in the City of London. Reporting to the Head of Front of House, you will play a key role in supporting the day-to-day delivery of exceptional client services and assisting with event coordination. This is a hands-on role where you will help to ensure a seamless, high-quality experience for every client and visitor. This is a high-impact, visible position, where you will collaborate closely with various teams to ensure that the client experience is consistent and aligned with the firm's brand and culture. Candidates will have previous team leadership experience and must have experience working in hospitality (such as 5 hotel, luxury hospitality etc). Flexibility on start and finish times may be required to support events, with overtime or time off in lieu provided. Duties of the Assistant Front of House Manager to include: Assist in managing and leading the Front of House team, providing training and coaching to ensure exceptional service. Oversee client hospitality and event booking processes, liaising with catering providers, Facilities, IT, and AV teams. Ensure meeting rooms and reception areas are set up and maintained to the highest standards. Monitor FOH infrastructure and escalate issues as needed. Contribute to regular FOH meetings and cascade updates to the team. Support recruitment, induction, and training of FOH staff. Prepare monthly management information reports and ensure accurate cross-charging for bookings. Maintain compliance with risk management policies and internal controls. Motivate the team and foster a positive, high-performance culture. Requirements for the successful Assistant Front of House Manager to include: Proven Leadership: A track record of supporting a team, with strong leadership and people management skills. Hospitality Experience: Previous experience within the hospitality sector is essential. Client-Focused: A strong understanding of what constitutes an excellent client experience in a premium-level firm. Organised & Detail-Oriented: Exceptional planning, organizational, and communication skills. Team Player: A passionate and proactive team player with a proven track record of supporting team goals. Tech Skills: Proficient in Microsoft Office Suite. Passionate, high-energy, self-starter and team player, with a proven track record of achieving goals and driving continuous improvement. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
Mar 27, 2026
Full time
Up to £43,000 plus EXCELLENT bonus and benefits 5 days a week in the office An excellent opportunity has arisen for an experienced and proactive Assistant Front of House Manager to join a prestigious investment management firm in the City of London. Reporting to the Head of Front of House, you will play a key role in supporting the day-to-day delivery of exceptional client services and assisting with event coordination. This is a hands-on role where you will help to ensure a seamless, high-quality experience for every client and visitor. This is a high-impact, visible position, where you will collaborate closely with various teams to ensure that the client experience is consistent and aligned with the firm's brand and culture. Candidates will have previous team leadership experience and must have experience working in hospitality (such as 5 hotel, luxury hospitality etc). Flexibility on start and finish times may be required to support events, with overtime or time off in lieu provided. Duties of the Assistant Front of House Manager to include: Assist in managing and leading the Front of House team, providing training and coaching to ensure exceptional service. Oversee client hospitality and event booking processes, liaising with catering providers, Facilities, IT, and AV teams. Ensure meeting rooms and reception areas are set up and maintained to the highest standards. Monitor FOH infrastructure and escalate issues as needed. Contribute to regular FOH meetings and cascade updates to the team. Support recruitment, induction, and training of FOH staff. Prepare monthly management information reports and ensure accurate cross-charging for bookings. Maintain compliance with risk management policies and internal controls. Motivate the team and foster a positive, high-performance culture. Requirements for the successful Assistant Front of House Manager to include: Proven Leadership: A track record of supporting a team, with strong leadership and people management skills. Hospitality Experience: Previous experience within the hospitality sector is essential. Client-Focused: A strong understanding of what constitutes an excellent client experience in a premium-level firm. Organised & Detail-Oriented: Exceptional planning, organizational, and communication skills. Team Player: A passionate and proactive team player with a proven track record of supporting team goals. Tech Skills: Proficient in Microsoft Office Suite. Passionate, high-energy, self-starter and team player, with a proven track record of achieving goals and driving continuous improvement. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
Montpellier Resourcing
Junior Relationship Manager (Private Banking)
Montpellier Resourcing
Up to £50,000 plus EXCELLENT bonus and benefits URGENT REQUIREMENT A FANTASTIC opportunity has arisen for a proactive and client-focused individual to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment. Key Responsibilities of the Junior Relationship Manager to include: Client Onboarding & KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance. Investment Suitability and Review Management: Proactively manage the scheduling and production of mandatory suitability reports and investor profile periodic reviews, ensuring all client files are accurately maintained in line with MiFID II and internal compliance standards. Residential Real Estate & Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfolios. Standard Banking Services: Manage essential client-related administration, including processing payments, foreign exchange (FX) trading, and e-banking queries. Non-Discretionary Investment Support: Confirm income and book trades for non-discretionary investment accounts. Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary. Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation. Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services. Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested. Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed. Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti-Money Laundering (AML), Clear Desk Policy, and Absence Management. Requirements for the successful Junior Relationship Manager to include: Candidates MUST have a minimum of 2 years' experience in a similar client service role within private banking or financial services. Candidates will ideally be IAD (Investment Advice Diploma) and CeMap qualified (not essential) Investment and credit experience is highly desirable. Strong KYC, onboarding, and periodic review experience is essential Robust understanding of residential real estate, discretionary investment, and standard banking (e.g., FX trading, payments, e-banking). Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS). Benefits to include: A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice). Enhanced annual leave entitlement. Private Medical Cover. Cash back membership. Life Insurance. AND MORE This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
Mar 27, 2026
Full time
Up to £50,000 plus EXCELLENT bonus and benefits URGENT REQUIREMENT A FANTASTIC opportunity has arisen for a proactive and client-focused individual to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment. Key Responsibilities of the Junior Relationship Manager to include: Client Onboarding & KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance. Investment Suitability and Review Management: Proactively manage the scheduling and production of mandatory suitability reports and investor profile periodic reviews, ensuring all client files are accurately maintained in line with MiFID II and internal compliance standards. Residential Real Estate & Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfolios. Standard Banking Services: Manage essential client-related administration, including processing payments, foreign exchange (FX) trading, and e-banking queries. Non-Discretionary Investment Support: Confirm income and book trades for non-discretionary investment accounts. Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary. Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation. Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services. Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested. Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed. Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti-Money Laundering (AML), Clear Desk Policy, and Absence Management. Requirements for the successful Junior Relationship Manager to include: Candidates MUST have a minimum of 2 years' experience in a similar client service role within private banking or financial services. Candidates will ideally be IAD (Investment Advice Diploma) and CeMap qualified (not essential) Investment and credit experience is highly desirable. Strong KYC, onboarding, and periodic review experience is essential Robust understanding of residential real estate, discretionary investment, and standard banking (e.g., FX trading, payments, e-banking). Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS). Benefits to include: A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice). Enhanced annual leave entitlement. Private Medical Cover. Cash back membership. Life Insurance. AND MORE This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
Montpellier Resourcing
Client Services Executive (Investment Management)
Montpellier Resourcing Glasgow, Lanarkshire
Up to £37,000 plus bonus and benefits Hybrid working available! A fantastic opportunity has arisen to join a boutique Investment House based in the heart of Glasgow as they seek to hire a Client Services Executive to join their client team. You will be responsible for acting as the first point of contact for client enquiries, managing all client lifecycle processes, and working to guarantee that every client is provided with excellent continuity and completeness of service. Duties of the Client Services Executive to include: Develop and maintain relationship with clients and stakeholders, proactively engaging with clients to help them get up to date with matters in hand and deliver their desired outcomes. Manage the client lifecycle administration process. Ensure that all processes are in adherence with the Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes. Maintaining client records and internal CRM systems Supporting the Investment Team with gathering relevant information to support client suitability. Acting as the 'go to' person for administration queries and as the client's first point of contact. This will involve attending client meetings and leading discussions regarding administration matters. Support relationship with Investment Managers, clients and external providers. Requirements for the successful Client Services Executive candidate: Previous experience in Financial Services managing the complete lifecycle of administration processes. Experience in wealth and/or investment management highly desirable Client facing and administration experience is essential Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. Benefits and what's in it for you: Hybrid Working: Offering you flexibility and balance Fantastic Benefits: including a brilliant pension, 25 days Annual Leave + Bank Holidays (with option to purchase more), Private medical insurance, Season travel ticket loan and Study support. Thriving Environment : Join a fast-growing boutique Investment House in the heart of Glasgow, where exciting growth and expansion creates a dynamic and stimulating work environment Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
Mar 26, 2026
Full time
Up to £37,000 plus bonus and benefits Hybrid working available! A fantastic opportunity has arisen to join a boutique Investment House based in the heart of Glasgow as they seek to hire a Client Services Executive to join their client team. You will be responsible for acting as the first point of contact for client enquiries, managing all client lifecycle processes, and working to guarantee that every client is provided with excellent continuity and completeness of service. Duties of the Client Services Executive to include: Develop and maintain relationship with clients and stakeholders, proactively engaging with clients to help them get up to date with matters in hand and deliver their desired outcomes. Manage the client lifecycle administration process. Ensure that all processes are in adherence with the Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes. Maintaining client records and internal CRM systems Supporting the Investment Team with gathering relevant information to support client suitability. Acting as the 'go to' person for administration queries and as the client's first point of contact. This will involve attending client meetings and leading discussions regarding administration matters. Support relationship with Investment Managers, clients and external providers. Requirements for the successful Client Services Executive candidate: Previous experience in Financial Services managing the complete lifecycle of administration processes. Experience in wealth and/or investment management highly desirable Client facing and administration experience is essential Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. Benefits and what's in it for you: Hybrid Working: Offering you flexibility and balance Fantastic Benefits: including a brilliant pension, 25 days Annual Leave + Bank Holidays (with option to purchase more), Private medical insurance, Season travel ticket loan and Study support. Thriving Environment : Join a fast-growing boutique Investment House in the heart of Glasgow, where exciting growth and expansion creates a dynamic and stimulating work environment Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
Morgan Ryder Associates
Internal Account Manager
Morgan Ryder Associates
Internal Account Manager Salary: 50,000 basic + performance bonus Location: Stoke-on-Trent - Office-Based Benefits: Group pension plan Life assurance 23 days' annual leave + bank holidays (rising to 28 days with service) Early finish on Fridays On-site parking Employee Assistance Programme Discretionary bonus scheme We are seeking a commercially driven Internal Account Manager with proven experience managing accounts and selling products into aerospace, defence, scientific, medical, industrial, or renewables sectors . You must have experience in at least one of these sectors . This is a hands-on, office-based role where you will manage and grow a portfolio of strategic accounts valued at 3-5 million , owning the full commercial relationship - from RFQs and pricing through to delivery - while ensuring customer expectations are met in regulated, high-performance environments . What You'll Be Doing Managing 3-5 million of key accounts Leading RFQs, pricing, negotiations, and contract renewals Driving revenue growth, margin performance, and customer satisfaction Acting as the primary internal contact for commercial matters Collaborating with engineering, quality, operations, and supply chain teams Office-based role in Stoke-on-Trent What's in It for You Join a well-established, high-quality manufacturing environment with ongoing investment Work within a stable and experienced workforce Take full ownership of high-value accounts with visible commercial impact Early finish on Fridays for work-life balance Opportunity to develop expertise in aerospace, defence, and scientific sectors What We're Looking For Proven account management experience in selling products into aerospace, defence, scientific, medical, industrial, or renewables sectors Experience managing multi-million-pound B2B accounts Strong commercial acumen and negotiation skills Ability to manage long-term, technically complex programmes Confident communicator able to influence cross-functional teams Organised, proactive, and customer-focused If you're an experienced Internal Account Manager with a background in selling into aerospace, defence, or scientific sectors , ready to manage high-value accounts in a regulated, high-performance environment, we'd love to hear from you. At Morgan Ryder we can provide you with a full range of employment opportunities from short term and fixed term temporary vacancies to permanent positions. We recruit for companies that operate in the following industries: Defence Equipment, Food and Drink Manufacturers, FMCG, Packaging, Engineering, Automotive, Aerospace, Warehousing, Logistics, Waste Management, Petro Chemical, Pharmaceutical, Power & Renewable Energy. Our commitment: Equal opportunities are important to us. We believe that diversity and inclusion at Morgan Ryder Associates are critical to our success as DE&I positive company, so we want to recruit, develop, and keep the best talent. We encourage applications from everyone, regardless of background, gender identity, sexual orientation, disability status, ethnicity, belief, age, family or parental status, and any other characteristic. Please note that calls to and from the offices of Morgan Ryder Associates Ltd. may be monitored or recorded. This is to ensure compliance with regulatory procedures, record business transactions and for training purposes.
Mar 26, 2026
Full time
Internal Account Manager Salary: 50,000 basic + performance bonus Location: Stoke-on-Trent - Office-Based Benefits: Group pension plan Life assurance 23 days' annual leave + bank holidays (rising to 28 days with service) Early finish on Fridays On-site parking Employee Assistance Programme Discretionary bonus scheme We are seeking a commercially driven Internal Account Manager with proven experience managing accounts and selling products into aerospace, defence, scientific, medical, industrial, or renewables sectors . You must have experience in at least one of these sectors . This is a hands-on, office-based role where you will manage and grow a portfolio of strategic accounts valued at 3-5 million , owning the full commercial relationship - from RFQs and pricing through to delivery - while ensuring customer expectations are met in regulated, high-performance environments . What You'll Be Doing Managing 3-5 million of key accounts Leading RFQs, pricing, negotiations, and contract renewals Driving revenue growth, margin performance, and customer satisfaction Acting as the primary internal contact for commercial matters Collaborating with engineering, quality, operations, and supply chain teams Office-based role in Stoke-on-Trent What's in It for You Join a well-established, high-quality manufacturing environment with ongoing investment Work within a stable and experienced workforce Take full ownership of high-value accounts with visible commercial impact Early finish on Fridays for work-life balance Opportunity to develop expertise in aerospace, defence, and scientific sectors What We're Looking For Proven account management experience in selling products into aerospace, defence, scientific, medical, industrial, or renewables sectors Experience managing multi-million-pound B2B accounts Strong commercial acumen and negotiation skills Ability to manage long-term, technically complex programmes Confident communicator able to influence cross-functional teams Organised, proactive, and customer-focused If you're an experienced Internal Account Manager with a background in selling into aerospace, defence, or scientific sectors , ready to manage high-value accounts in a regulated, high-performance environment, we'd love to hear from you. At Morgan Ryder we can provide you with a full range of employment opportunities from short term and fixed term temporary vacancies to permanent positions. We recruit for companies that operate in the following industries: Defence Equipment, Food and Drink Manufacturers, FMCG, Packaging, Engineering, Automotive, Aerospace, Warehousing, Logistics, Waste Management, Petro Chemical, Pharmaceutical, Power & Renewable Energy. Our commitment: Equal opportunities are important to us. We believe that diversity and inclusion at Morgan Ryder Associates are critical to our success as DE&I positive company, so we want to recruit, develop, and keep the best talent. We encourage applications from everyone, regardless of background, gender identity, sexual orientation, disability status, ethnicity, belief, age, family or parental status, and any other characteristic. Please note that calls to and from the offices of Morgan Ryder Associates Ltd. may be monitored or recorded. This is to ensure compliance with regulatory procedures, record business transactions and for training purposes.
Kids Cancer Charity
Individual Giving Officer
Kids Cancer Charity
ABOUT KIDS CANCER CHARITY Kids Cancer Charity have been supporting children affected by cancer from all over the UK since 1989. Life changes when a child is diagnosed with cancer, every aspect of their life and that of their family is thrown into turmoil. We offer support through our care breaks and Play Therapy during treatment and beyond. We are looking for a passionate, talented Individual Giving Manager to join our ambitious, successful Fundraising team that has been growing year-on-year since 1989 as we approach our new fundraising strategy. JOB DESCRIPTION The Individual Giving Manager will lead the development of Kids Cancer Charity s first comprehensive individual giving programme, building all activity from the ground up. This includes designing compelling supporter propositions, establishing donor journeys, and creating engaging campaigns that drive acquisition and long-term support. A key part of the role will be scoping, procuring, and managing external suppliers, agencies, platforms, and partners required to deliver individual giving products and activity. This includes the development and future launch of new income streams for Kids Cancer Charity, such as a charity lottery, as well as regular giving, legacy marketing, and in-memory giving opportunities. The postholder will play a central role in shaping the future of supporter engagement at Kids Cancer Charity, introducing best practice, ensuring strong stewardship, and embedding a supporter centred culture across the organisation. JOB PURPOSE To develop, launch, and grow Kids Cancer Charity s first individual giving programme, building sustainable income streams that support our vital work in supporting children affected by cancer in the UK. As the first dedicated individual giving role, you will design the strategy and deliver hands on activity, creating compelling propositions, supporter journeys and campaigns across regular giving, one off gifts, lottery, legacies and in memory giving. KEY TASKS AND RESPONSIBILITIES Planning and Strategy Develop Kids Cancer Charity s first Individual Giving strategy, setting clear plans, targets, and opportunities for growth across all giving products. Introduce and embed best practice in compliance, data management, supporter care, and ethical fundraising. Supplier and Partner Development Scope organisational needs and procure/manage suppliers, agencies and platforms required to deliver individual giving activity. Lead onboarding and manage delivery to agreed standards, budgets and timelines. Supporter Engagement and Campaign Development Design end to end supporter journeys (acquisition, welcome, nurture, upgrade, reactivation, retention). Plan and deliver multi channel campaigns (digital, social, email, paid, direct mail) to acquire, retain and engage supporters. Build audience understanding through segmentation, insight and experimentation. Work closely with other teams to embed Individual Giving into the organisation. Product Development Scope and pilot propositions for: Regular Giving, Digital one off, Charity Lottery, Legacy Giving, In Memory, Appeals/integrated campaigns, and Mid value. Produce product business cases with KPIs, budgets, phasing and implementation plans. Reporting and Evaluation Establish reporting and monitoring frameworks for Individual Giving activity. Use early data and insight to inform decision making, future planning, and product development. Ensure all activity complies with the Fundraising Regulator s Code of Practice, GDPR, PECR and Gambling Commission requirements. Monitor and report on individual giving performance against KPIs and targets, reporting on performance to the General Manager. Other Duties & Responsibilities All other duties reasonably associated with your role, as directed by the General Manager, Act as an ambassador for the charity, supporting a culture of collaboration, learning and innovation. Ensure compliance with UK GDPR and the Data Protection Act 2018 by complying with internal information governance policies and maintaining up-to-date documentation as part of Kids Cancer Charity s compliance programme. Demonstrate and uphold the Society s values and behavioural standards at all times. Help create an inclusive working environment where diversity is valued, everyone can contribute, and everyday actions ensure we meet our duty to uphold and promote equality. This job description is not to be regarded as exclusive or exhaustive. It is intended as an outline indication of areas of activity and responsibility and will be amended in light of the changing needs of the organisation. PERSON SPECIFICATION Essential Relevant Experience, Skills and/or Aptitudes Demonstrable experience of individual giving across multiple products, which may include regular giving, one off gifts, lottery, legacy giving, in memory giving, and appeals. Ability to craft compelling supporter propositions and use storytelling to communicate impact and motivate giving. Proven track record designing and managing supporter journeys that improve acquisition, retention, and lifetime value. Experience of delivering multi channel integrated acquisition campaigns, (digital and offline approaches). Experience of procuring and managing suppliers, agencies, and platforms, ensuring high quality delivery and value for money. Data driven mindset, comfortable with metrics, segmentation, reporting, insight gathering, and budget forecasting. Strong understanding of return on investment (ROI) and the ability to evaluate the effectiveness, sustainability, and value of fundraising activity. Strong understanding of CRM systems and fundraising technologies, and how these support effective individual giving programmes. Understanding of fundraising regulation, GDPR, and ethical fundraising practices. Experience managing budgets and ensuring effective allocation of resources. Comfortable working in an environment where systems, processes, and programmes are being built from the ground up. Desirable Relevant Experience, Skills and/or Aptitudes Knowledge and understanding of Kids Cancer Charity s mission, values and strategic priorities. Experience of working in a charity or organisation where individual giving programmes have been developed from the ground up. Experience of launching new giving products such as lotteries, regular giving propositions, or digital donation platforms. Knowledge of fundraising compliance frameworks, including the Gambling Commission requirements (or similar relevant regulation). Understanding of digital fundraising trends, including peer to peer fundraising and integrated digital journeys.
Mar 26, 2026
Full time
ABOUT KIDS CANCER CHARITY Kids Cancer Charity have been supporting children affected by cancer from all over the UK since 1989. Life changes when a child is diagnosed with cancer, every aspect of their life and that of their family is thrown into turmoil. We offer support through our care breaks and Play Therapy during treatment and beyond. We are looking for a passionate, talented Individual Giving Manager to join our ambitious, successful Fundraising team that has been growing year-on-year since 1989 as we approach our new fundraising strategy. JOB DESCRIPTION The Individual Giving Manager will lead the development of Kids Cancer Charity s first comprehensive individual giving programme, building all activity from the ground up. This includes designing compelling supporter propositions, establishing donor journeys, and creating engaging campaigns that drive acquisition and long-term support. A key part of the role will be scoping, procuring, and managing external suppliers, agencies, platforms, and partners required to deliver individual giving products and activity. This includes the development and future launch of new income streams for Kids Cancer Charity, such as a charity lottery, as well as regular giving, legacy marketing, and in-memory giving opportunities. The postholder will play a central role in shaping the future of supporter engagement at Kids Cancer Charity, introducing best practice, ensuring strong stewardship, and embedding a supporter centred culture across the organisation. JOB PURPOSE To develop, launch, and grow Kids Cancer Charity s first individual giving programme, building sustainable income streams that support our vital work in supporting children affected by cancer in the UK. As the first dedicated individual giving role, you will design the strategy and deliver hands on activity, creating compelling propositions, supporter journeys and campaigns across regular giving, one off gifts, lottery, legacies and in memory giving. KEY TASKS AND RESPONSIBILITIES Planning and Strategy Develop Kids Cancer Charity s first Individual Giving strategy, setting clear plans, targets, and opportunities for growth across all giving products. Introduce and embed best practice in compliance, data management, supporter care, and ethical fundraising. Supplier and Partner Development Scope organisational needs and procure/manage suppliers, agencies and platforms required to deliver individual giving activity. Lead onboarding and manage delivery to agreed standards, budgets and timelines. Supporter Engagement and Campaign Development Design end to end supporter journeys (acquisition, welcome, nurture, upgrade, reactivation, retention). Plan and deliver multi channel campaigns (digital, social, email, paid, direct mail) to acquire, retain and engage supporters. Build audience understanding through segmentation, insight and experimentation. Work closely with other teams to embed Individual Giving into the organisation. Product Development Scope and pilot propositions for: Regular Giving, Digital one off, Charity Lottery, Legacy Giving, In Memory, Appeals/integrated campaigns, and Mid value. Produce product business cases with KPIs, budgets, phasing and implementation plans. Reporting and Evaluation Establish reporting and monitoring frameworks for Individual Giving activity. Use early data and insight to inform decision making, future planning, and product development. Ensure all activity complies with the Fundraising Regulator s Code of Practice, GDPR, PECR and Gambling Commission requirements. Monitor and report on individual giving performance against KPIs and targets, reporting on performance to the General Manager. Other Duties & Responsibilities All other duties reasonably associated with your role, as directed by the General Manager, Act as an ambassador for the charity, supporting a culture of collaboration, learning and innovation. Ensure compliance with UK GDPR and the Data Protection Act 2018 by complying with internal information governance policies and maintaining up-to-date documentation as part of Kids Cancer Charity s compliance programme. Demonstrate and uphold the Society s values and behavioural standards at all times. Help create an inclusive working environment where diversity is valued, everyone can contribute, and everyday actions ensure we meet our duty to uphold and promote equality. This job description is not to be regarded as exclusive or exhaustive. It is intended as an outline indication of areas of activity and responsibility and will be amended in light of the changing needs of the organisation. PERSON SPECIFICATION Essential Relevant Experience, Skills and/or Aptitudes Demonstrable experience of individual giving across multiple products, which may include regular giving, one off gifts, lottery, legacy giving, in memory giving, and appeals. Ability to craft compelling supporter propositions and use storytelling to communicate impact and motivate giving. Proven track record designing and managing supporter journeys that improve acquisition, retention, and lifetime value. Experience of delivering multi channel integrated acquisition campaigns, (digital and offline approaches). Experience of procuring and managing suppliers, agencies, and platforms, ensuring high quality delivery and value for money. Data driven mindset, comfortable with metrics, segmentation, reporting, insight gathering, and budget forecasting. Strong understanding of return on investment (ROI) and the ability to evaluate the effectiveness, sustainability, and value of fundraising activity. Strong understanding of CRM systems and fundraising technologies, and how these support effective individual giving programmes. Understanding of fundraising regulation, GDPR, and ethical fundraising practices. Experience managing budgets and ensuring effective allocation of resources. Comfortable working in an environment where systems, processes, and programmes are being built from the ground up. Desirable Relevant Experience, Skills and/or Aptitudes Knowledge and understanding of Kids Cancer Charity s mission, values and strategic priorities. Experience of working in a charity or organisation where individual giving programmes have been developed from the ground up. Experience of launching new giving products such as lotteries, regular giving propositions, or digital donation platforms. Knowledge of fundraising compliance frameworks, including the Gambling Commission requirements (or similar relevant regulation). Understanding of digital fundraising trends, including peer to peer fundraising and integrated digital journeys.
Portfolio Risk Manager
IPOE Consulting
Real Estate Finance, Portfolio Risk Manager Financial Services firm based in the City of London Permanent position Hybrid working on offer Role Overview: Our client are seeking a Real Estate Portfolio Risk Manager to support the assessment, monitoring, and reporting of credit exposure across a growing portfolio of property-backed investments. In this role, you will play a key part of the Real Estate Finance team to provide robust risk management ensuring that each transaction is accurately tracked, assessed, and issues escalated, and dealt with promptly. Your insights will be essential in helping the business manage its financing book, make well-informed decisions, identify potential red flags and proactively speaking with customers to obtain the outstanding documents and queries to resolve matters. Key Responsibilities: Oversee the status of live financing transactions, providing real-time tracking and updates across multiple deals, ensuring all ongoing customer obligations are met. Assess and monitor credit and transaction risk post completion of transactions and conduct site visits as required. Prepare detailed risk reports highlighting key exposures, early warning indicators, watchlists, and action points. Ensure all required post-completion documentation e.g. buildings insurance, valuations, Conditions Subsequent (CPs), and leases tenancy agreements are actively tracked and kept up to date, and any other portfolio risk management activities as required. Monitor covenant compliance and ensure internal records are kept up to date. Present findings and risk assessments to internal stakeholders, including senior leadership. Co-ordinate financing extension requests as required. Maintain and improve risk monitoring tools, trackers, and reporting templates. Collaborate as part of the Real Estate finance team, with Credit Risk, and Executions teams, as well as external partners, to maintain continuity of knowledge of the customer and conditions associated with the transaction. Required Skills & Experience: 4+ years of experience in credit risk, underwriting, or financing portfolio risk reporting within financing, fintech, or investment firms. Strong knowledge of credit risk principles, financial contract structures, and property - secured financing. Excellent reporting and analytical skills, particularly with Excel and risk frameworks. Proven ability to identify and escalate risk early, with a proactive approach to resolution. Strong communication and stakeholder management skills, including presenting to senior leadership. Candidates must also have the right to work in the UK. I'm afraid sponsorship isn't offered for this position. Due to the high volume of CVs that we receive, only successful candidates will be contacted. Thank you for your time and patience.
Mar 26, 2026
Full time
Real Estate Finance, Portfolio Risk Manager Financial Services firm based in the City of London Permanent position Hybrid working on offer Role Overview: Our client are seeking a Real Estate Portfolio Risk Manager to support the assessment, monitoring, and reporting of credit exposure across a growing portfolio of property-backed investments. In this role, you will play a key part of the Real Estate Finance team to provide robust risk management ensuring that each transaction is accurately tracked, assessed, and issues escalated, and dealt with promptly. Your insights will be essential in helping the business manage its financing book, make well-informed decisions, identify potential red flags and proactively speaking with customers to obtain the outstanding documents and queries to resolve matters. Key Responsibilities: Oversee the status of live financing transactions, providing real-time tracking and updates across multiple deals, ensuring all ongoing customer obligations are met. Assess and monitor credit and transaction risk post completion of transactions and conduct site visits as required. Prepare detailed risk reports highlighting key exposures, early warning indicators, watchlists, and action points. Ensure all required post-completion documentation e.g. buildings insurance, valuations, Conditions Subsequent (CPs), and leases tenancy agreements are actively tracked and kept up to date, and any other portfolio risk management activities as required. Monitor covenant compliance and ensure internal records are kept up to date. Present findings and risk assessments to internal stakeholders, including senior leadership. Co-ordinate financing extension requests as required. Maintain and improve risk monitoring tools, trackers, and reporting templates. Collaborate as part of the Real Estate finance team, with Credit Risk, and Executions teams, as well as external partners, to maintain continuity of knowledge of the customer and conditions associated with the transaction. Required Skills & Experience: 4+ years of experience in credit risk, underwriting, or financing portfolio risk reporting within financing, fintech, or investment firms. Strong knowledge of credit risk principles, financial contract structures, and property - secured financing. Excellent reporting and analytical skills, particularly with Excel and risk frameworks. Proven ability to identify and escalate risk early, with a proactive approach to resolution. Strong communication and stakeholder management skills, including presenting to senior leadership. Candidates must also have the right to work in the UK. I'm afraid sponsorship isn't offered for this position. Due to the high volume of CVs that we receive, only successful candidates will be contacted. Thank you for your time and patience.
North Oak Recruitment Ltd
Investment Accounts Executive
North Oak Recruitment Ltd Leicester, Leicestershire
Investment Accounts Executive Leicester (our ref AL1397) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. This year they were delighted to receive for the fourth time a "Best Financial Advisor to Work for" award by Professional Advisor, following their review of their company policies and anonymous employee feedback. The role - Investment Accounts Executive To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main tasks will include: Establishment of Investment Accounts Day to Day Portfolio Management Calculations Liaison, Communications & Record Keeping Maintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Knowledge, skills and abilities Educated to A level standard (or equivalent) as a minimum A minimum of 2 years' experience in investment client servicing and administration role Knowledge of the services that the firm provides to clients and of investments and associated products IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate. Remuneration and benefits Salary - £25,000 to £33,000 per annum (Dependant on qualifications, knowledge, and experience). Discretionary bonus - Based on business performance. Life assurance - 2 x salary. Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available. Holiday - 24 days' increasing incrementally in recognition of continuous service, in addition to all bank and public holidays. Health cash plan scheme - Includes support towards everyday health care costs, access to a discount's portal and Employee Assistance Programme. Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home. Professional qualifications - Financial support available for study materials and examinations along with study & exam leave. Communication and Recognition - Regular staff updates and company events. Free parking If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Mar 25, 2026
Full time
Investment Accounts Executive Leicester (our ref AL1397) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. This year they were delighted to receive for the fourth time a "Best Financial Advisor to Work for" award by Professional Advisor, following their review of their company policies and anonymous employee feedback. The role - Investment Accounts Executive To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main tasks will include: Establishment of Investment Accounts Day to Day Portfolio Management Calculations Liaison, Communications & Record Keeping Maintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Knowledge, skills and abilities Educated to A level standard (or equivalent) as a minimum A minimum of 2 years' experience in investment client servicing and administration role Knowledge of the services that the firm provides to clients and of investments and associated products IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate. Remuneration and benefits Salary - £25,000 to £33,000 per annum (Dependant on qualifications, knowledge, and experience). Discretionary bonus - Based on business performance. Life assurance - 2 x salary. Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available. Holiday - 24 days' increasing incrementally in recognition of continuous service, in addition to all bank and public holidays. Health cash plan scheme - Includes support towards everyday health care costs, access to a discount's portal and Employee Assistance Programme. Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home. Professional qualifications - Financial support available for study materials and examinations along with study & exam leave. Communication and Recognition - Regular staff updates and company events. Free parking If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

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