About the role As a Senior Security Compliance Analyst you'll support the organisation's information security compliance programme across all Zellis Group business units. The role ensures that security controls, processes, and documentation meet internal policies, contractual obligations, and external standards such as ISO 27001, SOC2, GDPR , PCI-DSS , and Cyber Essentials Plus. This position focuses on execution and continuous assurance - maintaining audit readiness, evidencing control effectiveness, and tracking remediation activities to uphold a consistent and trusted compliance posture. Key areas of responsibility will include: Compliance Management Maintaining compliance evidence repositories and supporting audit readiness across frameworks including ISO 27001, SOC 2, and others as required. Monitoring adherence to information security policies, standards, and procedures. Tracking completion of mandatory security training and awareness activities. Supporting Zellis Group business units in interpreting and applying compliance controls. Certification & Audit Management Coordinating internal and external audit activities for ISO 27001, SOC 2, and other frameworks introduced by group business units. Managing pre-audit preparation, evidence collection, and auditor liaison. Supporting transition of SOC 1 activities into the central compliance function. Maintaining certification schedules and ensuring corrective actions are tracked to closure. Internal Security Audits Planning and conducting internal control reviews to test compliance effectiveness. Documenting findings, non-conformities, and improvement opportunities. Tracking issue remediation and providing status reporting to management. Stakeholder Collaboration Acting as compliance liaison across business units, including customer facing and commercial teams. Supporting external customer engagements, tenders, and due diligence requests by providing accurate compliance information packs and evidence extracts. Collaborating with IT, Engineering, Compliance, Legal, HR, Operations and other teams to embed compliance into operational processes. Continuous Improvement & Integration Supporting compliance integration activities during mergers and acquisitions. Participating in the implementation and ongoing maintenance of automating audits. Participating in access reviews, control testing, and assurance checks. Recommending improvements to enhance consistency, efficiency, and auditability. Assisting Security Risk & Assurance Functions Supporting identification and assessment of compliance-related risks. Assisting in preparing risk and compliance dashboards, metrics, and SLA tracking. Contributing data to group risk registers and compliance scorecards. Maintaining localised policy registers and managing documented exceptions. Contributing to drafting and reviewing information security procedures. Ensuring all colleagues have access to, and acknowledge, current policy versions. Skills & experience Functional / technical: Extensive experience in IT or information security, with at least 2 years focused on compliance or audit. Strong working knowledge of information security compliance frameworks (ISO 27001, SOC 2, GDPR, PCI-DSS, NIS 2, Cyber Essentials Plus). Relevant certifications desirable (e.g. ISO 27001 Lead Implementer/Auditor, CISA, CRISC, CompTIA Security+). Working knowledge of cloud platforms (Azure, AWS, Google Cloud) and common security tooling (EDR/XDR, SIEM, IAM, PAM). Understanding of data protection and privacy requirements under UK GDPR. Experience maintaining audit trails, compliance registers, and remediation logs. Proficiency in preparing documentation for external audits and customer requests. Familiarity with risk assessment methodologies and SLA metric reporting. Experience of business tooling such as Teams, Project, Service Now, ADO, Jira would be advantageous. Ability to interpret technical controls and convey compliance requirements clearly. Personal attributes: Excellent analytical, organisational, and communication skills - able to engage effectively with both technical and business stakeholders. Detail-oriented and disciplined in maintaining documentation and audit evidence. Proactive and accountable in following through on compliance actions. Strong prioritisation skills with the ability to manage multiple audits and requests. Collaborative team player, promoting consistency and knowledge sharing across business units. Integrity, reliability, and commitment to maintaining high standards of security assurance. Adaptable and comfortable working in a fast-paced, evolving environment. Ability to establish and maintain strong, professional relationships with internal and external stakeholders. A positive and curious mindset for AI-first working, embracing the impact that 'human+AI' can bring to the world. You'll be adept at using AI tools, able to demonstrate examples of where you've utilised AI to improve your output or delivery efficiency, and you embrace to opportunity to learn more about how AI can drive enhancements in the way we work. Benefits & culture At Zellis we create market-leading HR & Payroll products and services, to power exceptional employee experiences so that you and your people do better. Our multi-award-winning products pay over five million employees a year, with almost half (42%) of the FTSE 100, 50% of the top retailers and 30% of the top universities in the UK & Ireland as customers, making us the largest provider of Payroll and HR software and managed services. Our vision is to be the clear leader in pay, reward, analytics, and people experiences. We're passionate about creating an environment where people want to join, belong to, and be part of a progressive organisation. Our values, which were defined with input from our colleagues, we live and breathe every day: Unstoppable together. Always learning. Make it count. Think scale. Our people are critical to our ongoing success; we're proud of our inclusive culture that gives you the platform to grow, challenge the status quo and play a crucial role in further enhancing our market position as the leading provider of HR & Payroll software and services. With Zellis you'll have the chance to stretch and challenge yourself in an environment that's varied, flexible and hugely supportive. We also love to reward and recognise our brilliant colleagues. As part of your benefits package, you'll receive: A competitive base salary. 25 days annual leave, plus your birthday off and the opportunity to buy additional holiday. Private medical insurance. Life assurance 4x salary. Enhanced pension scheme with company contributions up to 8.5%. A huge range of additional flexible benefits across financial & personal wellbeing, lifestyle & leisure.
Jan 22, 2026
Full time
About the role As a Senior Security Compliance Analyst you'll support the organisation's information security compliance programme across all Zellis Group business units. The role ensures that security controls, processes, and documentation meet internal policies, contractual obligations, and external standards such as ISO 27001, SOC2, GDPR , PCI-DSS , and Cyber Essentials Plus. This position focuses on execution and continuous assurance - maintaining audit readiness, evidencing control effectiveness, and tracking remediation activities to uphold a consistent and trusted compliance posture. Key areas of responsibility will include: Compliance Management Maintaining compliance evidence repositories and supporting audit readiness across frameworks including ISO 27001, SOC 2, and others as required. Monitoring adherence to information security policies, standards, and procedures. Tracking completion of mandatory security training and awareness activities. Supporting Zellis Group business units in interpreting and applying compliance controls. Certification & Audit Management Coordinating internal and external audit activities for ISO 27001, SOC 2, and other frameworks introduced by group business units. Managing pre-audit preparation, evidence collection, and auditor liaison. Supporting transition of SOC 1 activities into the central compliance function. Maintaining certification schedules and ensuring corrective actions are tracked to closure. Internal Security Audits Planning and conducting internal control reviews to test compliance effectiveness. Documenting findings, non-conformities, and improvement opportunities. Tracking issue remediation and providing status reporting to management. Stakeholder Collaboration Acting as compliance liaison across business units, including customer facing and commercial teams. Supporting external customer engagements, tenders, and due diligence requests by providing accurate compliance information packs and evidence extracts. Collaborating with IT, Engineering, Compliance, Legal, HR, Operations and other teams to embed compliance into operational processes. Continuous Improvement & Integration Supporting compliance integration activities during mergers and acquisitions. Participating in the implementation and ongoing maintenance of automating audits. Participating in access reviews, control testing, and assurance checks. Recommending improvements to enhance consistency, efficiency, and auditability. Assisting Security Risk & Assurance Functions Supporting identification and assessment of compliance-related risks. Assisting in preparing risk and compliance dashboards, metrics, and SLA tracking. Contributing data to group risk registers and compliance scorecards. Maintaining localised policy registers and managing documented exceptions. Contributing to drafting and reviewing information security procedures. Ensuring all colleagues have access to, and acknowledge, current policy versions. Skills & experience Functional / technical: Extensive experience in IT or information security, with at least 2 years focused on compliance or audit. Strong working knowledge of information security compliance frameworks (ISO 27001, SOC 2, GDPR, PCI-DSS, NIS 2, Cyber Essentials Plus). Relevant certifications desirable (e.g. ISO 27001 Lead Implementer/Auditor, CISA, CRISC, CompTIA Security+). Working knowledge of cloud platforms (Azure, AWS, Google Cloud) and common security tooling (EDR/XDR, SIEM, IAM, PAM). Understanding of data protection and privacy requirements under UK GDPR. Experience maintaining audit trails, compliance registers, and remediation logs. Proficiency in preparing documentation for external audits and customer requests. Familiarity with risk assessment methodologies and SLA metric reporting. Experience of business tooling such as Teams, Project, Service Now, ADO, Jira would be advantageous. Ability to interpret technical controls and convey compliance requirements clearly. Personal attributes: Excellent analytical, organisational, and communication skills - able to engage effectively with both technical and business stakeholders. Detail-oriented and disciplined in maintaining documentation and audit evidence. Proactive and accountable in following through on compliance actions. Strong prioritisation skills with the ability to manage multiple audits and requests. Collaborative team player, promoting consistency and knowledge sharing across business units. Integrity, reliability, and commitment to maintaining high standards of security assurance. Adaptable and comfortable working in a fast-paced, evolving environment. Ability to establish and maintain strong, professional relationships with internal and external stakeholders. A positive and curious mindset for AI-first working, embracing the impact that 'human+AI' can bring to the world. You'll be adept at using AI tools, able to demonstrate examples of where you've utilised AI to improve your output or delivery efficiency, and you embrace to opportunity to learn more about how AI can drive enhancements in the way we work. Benefits & culture At Zellis we create market-leading HR & Payroll products and services, to power exceptional employee experiences so that you and your people do better. Our multi-award-winning products pay over five million employees a year, with almost half (42%) of the FTSE 100, 50% of the top retailers and 30% of the top universities in the UK & Ireland as customers, making us the largest provider of Payroll and HR software and managed services. Our vision is to be the clear leader in pay, reward, analytics, and people experiences. We're passionate about creating an environment where people want to join, belong to, and be part of a progressive organisation. Our values, which were defined with input from our colleagues, we live and breathe every day: Unstoppable together. Always learning. Make it count. Think scale. Our people are critical to our ongoing success; we're proud of our inclusive culture that gives you the platform to grow, challenge the status quo and play a crucial role in further enhancing our market position as the leading provider of HR & Payroll software and services. With Zellis you'll have the chance to stretch and challenge yourself in an environment that's varied, flexible and hugely supportive. We also love to reward and recognise our brilliant colleagues. As part of your benefits package, you'll receive: A competitive base salary. 25 days annual leave, plus your birthday off and the opportunity to buy additional holiday. Private medical insurance. Life assurance 4x salary. Enhanced pension scheme with company contributions up to 8.5%. A huge range of additional flexible benefits across financial & personal wellbeing, lifestyle & leisure.
ABOUT KOLLENO Kolleno is a trusted FinOps platform that simplifies receivables, payments & reconciliation for CFOs and finance teams. We redefine the very essence of payments management for businesses, foreseeing traditional finance operations transforming into seamless experiences for everyone involved: CFOs, finance teams and clients. We empower finance teams to tackle their daily tasks effortlessly and businesses to free up resources to focus on higher-priority, growth-driving activities. Founded in 2020, Kolleno raised £4M (USD $5.4M) in seed funding from leading investors, including Eurazeo, Stride.VC, Allianz Trade and Hubspot, and currently services clients across North America, Europe and South Africa. As our activity surges and clientele grows, we're expanding our Customer Success team to nurture enduring client relationships. At Kolleno, we cultivate builder mindset, curiosity, humility, and teamwork. You'll be joining a diverse and dynamic team, where your potential knows no bounds, limited only by the expanse of your own ambitions. ABOUT THE ROLE We're looking for an Implementation Manager who thrives at the intersection of customer success, product, and engineering. We are B2B Fintech in Payments, helping enterprises improve their financial operations: Do you enjoy dissecting complex enterprise systems to figure out how they actually work? get a kick out of making clunky ERP setups play nicely with modern platforms? take pride in delivering onboarding experiences that just work? love bringing clarity to chaos in cross-functional environments? Are you a strong communicator who can speak both "engineering" and "CFO"? able to understand the big picture while diving into the technical details? comfortable leading onboarding projects from kickoff to delivery? someone who thrives in client-facing, solution-oriented roles? Here's what makes our work different We're not just building B2B software - we're transforming how enterprise finance teams manage cash flow and collections. Our enterprise clients rely on us to understand their technical environments, especially ERPs like NetSuite, SAP, and Microsoft Dynamics, and to help them integrate Kolleno seamlessly. You will be the technical bridge between our clients and product, ensuring each enterprise onboarding is tailored to how the customer actually works - not how they say they work. Your Role as Project Lead You'll be the owner and driver of multiple large-scale onboarding projects. You'll operate as a hands-on project manager, responsible for coordinating cross-functional teams, unblocking issues, keeping everyone aligned, documenting progress and most importantly, getting customers live as quickly and smoothly as possible. You'll be the central point of contact internally and externally, balancing technical detail with strategic oversight, and making sure every onboarding hits the mark. You'll join a team that values A customer-first approach. Deep understanding of customer systems and workflows Clear, honest communication (internally and externally) Consistent, high-quality onboarding delivery Long-term thinking, not duct-tape fixes Customer empathy with strong technical depth Your Day-to-Day Work closely with enterprise customers to understand their ERP setups (NetSuite, SAP, Microsoft Dynamics), billing and collections processes Gather and map technical requirements, including custom fields, data flows, and integration logic Own the technical implementation of Kolleno during onboarding Collaborate across Sales,Product, Engineering, and Customer Success to design tailored solutions Develop and deliver an internal/external onboarding progress tool to track outstanding tasks and milestones Act as the go-to expert for how Kolleno integrates with ERPs across the enterprise customer base Translate customer needs into actionable tasks and ensure smooth delivery of onboarding Assist with updating and maintaining detailed project plans and coordination of partner meetings, setting agendas, recording and distributing minutes Demonstrate strong project management capabilities by driving coordination of underlying implementation activities, including core application configurations, data ingestion setup, workflow configuration, and ongoing support. Participate in client-facing meetings and communications across various organizational levels, including executives, project leads, and operational teams Experience Required 6+ years in a Solutions Engineer, Implementation Specialist, Technical Consultant, or Business Analyst role Strong understanding of APIs, data mapping, and integration patterns Comfortable in client-facing situations, including with senior stakeholders Ability to interpret business requirements and translate them into technical specs Strong organisational skills and a bias toward action Bonus: Hands-on experience working with ERPs - especially NetSuite and SAP Bonus: experience building internal tools or project tracking systems Kolleno Benefits Work all of August remotely - escape the city, or just your commute Work the two weeks of Christmas and New Year's remotely Office-based Monday to Thursday, Fridays are flexible - your call Weekly treats and Gail's pastries on Mondays 20 days of annual leave + Bank Holidays per year Performance bonuses
Jan 21, 2026
Full time
ABOUT KOLLENO Kolleno is a trusted FinOps platform that simplifies receivables, payments & reconciliation for CFOs and finance teams. We redefine the very essence of payments management for businesses, foreseeing traditional finance operations transforming into seamless experiences for everyone involved: CFOs, finance teams and clients. We empower finance teams to tackle their daily tasks effortlessly and businesses to free up resources to focus on higher-priority, growth-driving activities. Founded in 2020, Kolleno raised £4M (USD $5.4M) in seed funding from leading investors, including Eurazeo, Stride.VC, Allianz Trade and Hubspot, and currently services clients across North America, Europe and South Africa. As our activity surges and clientele grows, we're expanding our Customer Success team to nurture enduring client relationships. At Kolleno, we cultivate builder mindset, curiosity, humility, and teamwork. You'll be joining a diverse and dynamic team, where your potential knows no bounds, limited only by the expanse of your own ambitions. ABOUT THE ROLE We're looking for an Implementation Manager who thrives at the intersection of customer success, product, and engineering. We are B2B Fintech in Payments, helping enterprises improve their financial operations: Do you enjoy dissecting complex enterprise systems to figure out how they actually work? get a kick out of making clunky ERP setups play nicely with modern platforms? take pride in delivering onboarding experiences that just work? love bringing clarity to chaos in cross-functional environments? Are you a strong communicator who can speak both "engineering" and "CFO"? able to understand the big picture while diving into the technical details? comfortable leading onboarding projects from kickoff to delivery? someone who thrives in client-facing, solution-oriented roles? Here's what makes our work different We're not just building B2B software - we're transforming how enterprise finance teams manage cash flow and collections. Our enterprise clients rely on us to understand their technical environments, especially ERPs like NetSuite, SAP, and Microsoft Dynamics, and to help them integrate Kolleno seamlessly. You will be the technical bridge between our clients and product, ensuring each enterprise onboarding is tailored to how the customer actually works - not how they say they work. Your Role as Project Lead You'll be the owner and driver of multiple large-scale onboarding projects. You'll operate as a hands-on project manager, responsible for coordinating cross-functional teams, unblocking issues, keeping everyone aligned, documenting progress and most importantly, getting customers live as quickly and smoothly as possible. You'll be the central point of contact internally and externally, balancing technical detail with strategic oversight, and making sure every onboarding hits the mark. You'll join a team that values A customer-first approach. Deep understanding of customer systems and workflows Clear, honest communication (internally and externally) Consistent, high-quality onboarding delivery Long-term thinking, not duct-tape fixes Customer empathy with strong technical depth Your Day-to-Day Work closely with enterprise customers to understand their ERP setups (NetSuite, SAP, Microsoft Dynamics), billing and collections processes Gather and map technical requirements, including custom fields, data flows, and integration logic Own the technical implementation of Kolleno during onboarding Collaborate across Sales,Product, Engineering, and Customer Success to design tailored solutions Develop and deliver an internal/external onboarding progress tool to track outstanding tasks and milestones Act as the go-to expert for how Kolleno integrates with ERPs across the enterprise customer base Translate customer needs into actionable tasks and ensure smooth delivery of onboarding Assist with updating and maintaining detailed project plans and coordination of partner meetings, setting agendas, recording and distributing minutes Demonstrate strong project management capabilities by driving coordination of underlying implementation activities, including core application configurations, data ingestion setup, workflow configuration, and ongoing support. Participate in client-facing meetings and communications across various organizational levels, including executives, project leads, and operational teams Experience Required 6+ years in a Solutions Engineer, Implementation Specialist, Technical Consultant, or Business Analyst role Strong understanding of APIs, data mapping, and integration patterns Comfortable in client-facing situations, including with senior stakeholders Ability to interpret business requirements and translate them into technical specs Strong organisational skills and a bias toward action Bonus: Hands-on experience working with ERPs - especially NetSuite and SAP Bonus: experience building internal tools or project tracking systems Kolleno Benefits Work all of August remotely - escape the city, or just your commute Work the two weeks of Christmas and New Year's remotely Office-based Monday to Thursday, Fridays are flexible - your call Weekly treats and Gail's pastries on Mondays 20 days of annual leave + Bank Holidays per year Performance bonuses
Clients & Markets Analyst - Leading US Law Firm - London An exceptional opportunity has arisen to join one of the world's most prestigious global law firms as they continue to strengthen their client development and market insight capabilities. With an established reputation for high end work across the UK, Europe, the US and APAC, the firm is investing further in strategic intelligence to support its client programmes-particularly within the private capital space. In this role, you'll play a key part in shaping how the firm understands its most important clients and the markets in which they operate. Working closely with senior colleagues in Strategic Intelligence and Client Development, you'll deliver high quality research, analysis and insight that directly informs business planning, partner decision making, and go to market activity. It's a great fit for someone who enjoys connecting the dots between client data, market developments, and commercial opportunity. Primary Objectives and Responsibilities Support the firm in deepening relationships with strategic clients through day to day monitoring of market trends and analysis of financial and industry information Prepare concise, insight driven briefings for partners and senior leadership Own the tracking of activity across key markets and sectors Produce materials to support client planning, pitches, and cross border collaboration Work closely with colleagues in New York and across the APAC region Translate complex data into clear, actionable recommendations Required Qualifications Demonstrate a strong understanding of the private equity and alternative assets landscape Bring significant experience (typically 6+ years) in research, client insights, or business development within a law firm, financial services, or professional services environment Experience working with private capital clients is beneficial Exhibit strong analytical and writing skills Be familiar with tools such as PitchBook, Capital IQ, Refinitiv, or Bloomberg Possess advanced Excel and PowerPoint capabilities Experience with automation, AI tools, scripting, or data visualisation platforms would be extremely advantageous
Jan 21, 2026
Full time
Clients & Markets Analyst - Leading US Law Firm - London An exceptional opportunity has arisen to join one of the world's most prestigious global law firms as they continue to strengthen their client development and market insight capabilities. With an established reputation for high end work across the UK, Europe, the US and APAC, the firm is investing further in strategic intelligence to support its client programmes-particularly within the private capital space. In this role, you'll play a key part in shaping how the firm understands its most important clients and the markets in which they operate. Working closely with senior colleagues in Strategic Intelligence and Client Development, you'll deliver high quality research, analysis and insight that directly informs business planning, partner decision making, and go to market activity. It's a great fit for someone who enjoys connecting the dots between client data, market developments, and commercial opportunity. Primary Objectives and Responsibilities Support the firm in deepening relationships with strategic clients through day to day monitoring of market trends and analysis of financial and industry information Prepare concise, insight driven briefings for partners and senior leadership Own the tracking of activity across key markets and sectors Produce materials to support client planning, pitches, and cross border collaboration Work closely with colleagues in New York and across the APAC region Translate complex data into clear, actionable recommendations Required Qualifications Demonstrate a strong understanding of the private equity and alternative assets landscape Bring significant experience (typically 6+ years) in research, client insights, or business development within a law firm, financial services, or professional services environment Experience working with private capital clients is beneficial Exhibit strong analytical and writing skills Be familiar with tools such as PitchBook, Capital IQ, Refinitiv, or Bloomberg Possess advanced Excel and PowerPoint capabilities Experience with automation, AI tools, scripting, or data visualisation platforms would be extremely advantageous
Overview About us ERS is the UK's largest specialist motor insurer with an A+ rating. We recognise that for some, motor insurance is more than just a must-have; it's a way of taking care of what stands at the heart of their passion or livelihood. For those people, standard insurance isn't enough. That's why we work exclusively with motor insurance brokers to help get under the skin of the most difficult insurance risks, helping build products to meet their customer's needs. The role ERS is a leading underwriter of a wide range of specialist motor insurance products. Within ERS' strategy of being the UKs leading specialist motor insurer, our focus is on delivering sustainable, high margin growth through the provision of quality propositions to a wide range of broker partners. The Senior Underwriter's primary responsibilities are for the execution of our underwriting strategy and development of our underwriting appetite, working closely with the Pricing and Technology teams, as well as other stakeholders across the business including our operations teams. You will be responsible for materially contributing to the achievement of our short to medium-term financial plans through translating specialist underwriting knowledge into an implementable set of rules. The role is highly market visible, involving extensive broker contact when communicating our strategy, managing the financial performance of existing relationships and in seeking to broaden our market penetration. Key responsibilities Leading the development of the underwriting strategy for our product(s) based on your market knowledge and product expertise whilst being responsible for executing the underwriting strategy through working with the product delivery team. Contributing to the management of portfolio performance through the analysis of results, execution of our selection and pricing strategies and providing recommendations that will drive continuous performance improvement, thus ensuring that we will meet or exceed our financial plans. Working alongside the Product Performance Analysts within the team, providing them with direction and support to improve their knowledge and utilising their skills to support the delivery of our strategic goals. Providing input to constantly refine our underwriting appetite to ensure that we take advantage of market opportunities and outperform our peers through superior risk selection and proactive management of our business mix. Acting as a point of technical referral from other members of the underwriting team, brokers, and other internal functions, using your extensive risk, product and pricing knowledge to inform appropriate decisions in respect of those referrals. Provide feedback to Product Managers & Heads of Class and to members of our Pricing team relating to the effectiveness of our risk pricing models to help us constantly drive enhanced sophistication and accuracy in our risk pricing. Understanding the risk environment in which we operate. Contribution to the identification and mitigation of the key risks which threaten the success and sustainability of our business. Providing substantial contribution to our "first line of defence" activities, using audit and peer-review tools, complimented by exception reporting and performance MI, to constantly assess and monitor our underwriting activities to ensure that all business is being written in accordance with our stated underwriting authorities, agreed processes and in compliance with our regulatory and conduct standards. The above duties and responsibilities are not an exhaustive list and you may be required to undertake any other reasonable duties compatible with your experience and competencies. This description may be varied from time to time to reflect changing business requirements. Essential qualifications, skills and experience This role carries strategic input and financial responsibility as well as being recognised as a market leading subject matter expert in our product(s). We therefore require our role-holders to demonstrate leadership and management capabilities and to possess the following skills, attributes and knowledge: The ability to collaborate with a talented team of people towards the achievement of a set of challenging financial targets. Possessing extensive technical knowledge of the product(s), including the features of the product, factors that drive product performance, market dynamics which influence how the product is delivered and the requirements of customers using the product(s). To demonstrate gravitas and clarity of purpose which will give confidence to senior stakeholders, both internally and externally. The ability to produce coherent and comprehensive Microsoft PowerPoint presentations to be presented at various committees, including senior stakeholders, both internally and externally. Extensive commercial awareness, being able to spot and take advantage of opportunities and to fulfil their role in a way which enhances our financial performance. Detailed understanding of pricing practices and methodologies with the ability and experience to help us constantly enhance our pricing capability, providing insight and feedback on our pricing models Extensive knowledge of and experience in a sophisticated underwriting control environment which allows us to execute 'first line of defence' activity, with a focus on constant performance improvement. Desirable behavioural attributes Effective Communication Skills Initiative & Change Driving & Delivering Results Planning & Organising Analytical Mindset Problem Solving Decision Making Commercial Awareness (including Financial Awareness) Building Relationships Strategic Thinking Benefits Competitive Benchmarked Salary 25 days holiday Discretionary bonus scheme Employee assistance programme Annual holiday buy (up to 3 extra days) Salary sacrifice benefits Annual benefits reviews The option for professional qualifications and study support Benefits A full job description will be found here
Jan 21, 2026
Full time
Overview About us ERS is the UK's largest specialist motor insurer with an A+ rating. We recognise that for some, motor insurance is more than just a must-have; it's a way of taking care of what stands at the heart of their passion or livelihood. For those people, standard insurance isn't enough. That's why we work exclusively with motor insurance brokers to help get under the skin of the most difficult insurance risks, helping build products to meet their customer's needs. The role ERS is a leading underwriter of a wide range of specialist motor insurance products. Within ERS' strategy of being the UKs leading specialist motor insurer, our focus is on delivering sustainable, high margin growth through the provision of quality propositions to a wide range of broker partners. The Senior Underwriter's primary responsibilities are for the execution of our underwriting strategy and development of our underwriting appetite, working closely with the Pricing and Technology teams, as well as other stakeholders across the business including our operations teams. You will be responsible for materially contributing to the achievement of our short to medium-term financial plans through translating specialist underwriting knowledge into an implementable set of rules. The role is highly market visible, involving extensive broker contact when communicating our strategy, managing the financial performance of existing relationships and in seeking to broaden our market penetration. Key responsibilities Leading the development of the underwriting strategy for our product(s) based on your market knowledge and product expertise whilst being responsible for executing the underwriting strategy through working with the product delivery team. Contributing to the management of portfolio performance through the analysis of results, execution of our selection and pricing strategies and providing recommendations that will drive continuous performance improvement, thus ensuring that we will meet or exceed our financial plans. Working alongside the Product Performance Analysts within the team, providing them with direction and support to improve their knowledge and utilising their skills to support the delivery of our strategic goals. Providing input to constantly refine our underwriting appetite to ensure that we take advantage of market opportunities and outperform our peers through superior risk selection and proactive management of our business mix. Acting as a point of technical referral from other members of the underwriting team, brokers, and other internal functions, using your extensive risk, product and pricing knowledge to inform appropriate decisions in respect of those referrals. Provide feedback to Product Managers & Heads of Class and to members of our Pricing team relating to the effectiveness of our risk pricing models to help us constantly drive enhanced sophistication and accuracy in our risk pricing. Understanding the risk environment in which we operate. Contribution to the identification and mitigation of the key risks which threaten the success and sustainability of our business. Providing substantial contribution to our "first line of defence" activities, using audit and peer-review tools, complimented by exception reporting and performance MI, to constantly assess and monitor our underwriting activities to ensure that all business is being written in accordance with our stated underwriting authorities, agreed processes and in compliance with our regulatory and conduct standards. The above duties and responsibilities are not an exhaustive list and you may be required to undertake any other reasonable duties compatible with your experience and competencies. This description may be varied from time to time to reflect changing business requirements. Essential qualifications, skills and experience This role carries strategic input and financial responsibility as well as being recognised as a market leading subject matter expert in our product(s). We therefore require our role-holders to demonstrate leadership and management capabilities and to possess the following skills, attributes and knowledge: The ability to collaborate with a talented team of people towards the achievement of a set of challenging financial targets. Possessing extensive technical knowledge of the product(s), including the features of the product, factors that drive product performance, market dynamics which influence how the product is delivered and the requirements of customers using the product(s). To demonstrate gravitas and clarity of purpose which will give confidence to senior stakeholders, both internally and externally. The ability to produce coherent and comprehensive Microsoft PowerPoint presentations to be presented at various committees, including senior stakeholders, both internally and externally. Extensive commercial awareness, being able to spot and take advantage of opportunities and to fulfil their role in a way which enhances our financial performance. Detailed understanding of pricing practices and methodologies with the ability and experience to help us constantly enhance our pricing capability, providing insight and feedback on our pricing models Extensive knowledge of and experience in a sophisticated underwriting control environment which allows us to execute 'first line of defence' activity, with a focus on constant performance improvement. Desirable behavioural attributes Effective Communication Skills Initiative & Change Driving & Delivering Results Planning & Organising Analytical Mindset Problem Solving Decision Making Commercial Awareness (including Financial Awareness) Building Relationships Strategic Thinking Benefits Competitive Benchmarked Salary 25 days holiday Discretionary bonus scheme Employee assistance programme Annual holiday buy (up to 3 extra days) Salary sacrifice benefits Annual benefits reviews The option for professional qualifications and study support Benefits A full job description will be found here
In a Nutshell We have a fantastic opportunity for a Senior Finance Analyst to join our team within Vistry London Division, at our Ealing office. As our Senior Finance Analyst, you will support the Regional Finance Manager and Regional Finance Director in providing financial and commercial analysis and assisting in the provision of internal and external reporting and financial control with a focus o click apply for full job details
Jan 21, 2026
Full time
In a Nutshell We have a fantastic opportunity for a Senior Finance Analyst to join our team within Vistry London Division, at our Ealing office. As our Senior Finance Analyst, you will support the Regional Finance Manager and Regional Finance Director in providing financial and commercial analysis and assisting in the provision of internal and external reporting and financial control with a focus o click apply for full job details
Finance Analyst - Stock & Operations Manchester 28,000 - 32,000 + benefits Onsite Consumer / E-commerce / Retail This is an exciting opportunity to join a fast-growing, founder-led consumer business operating at significant scale. The company is experiencing rapid growth driven by digital and social commerce demand, creating complexity across stock management, fulfilment, and operational decision-making. The business is fast-paced, entrepreneurial, and highly commercial. This role sits close to senior decision-makers and focuses on turning financial and operational data into insight that directly impacts margin, cost control, and customer experience. The Role This is a newly created Finance Analyst role designed to improve visibility and decision-making across stock, cancellations, and operational performance. The focus is on actionable insight rather than reporting for reporting's sake. You will support Finance and Operations leadership by identifying risks, inefficiencies, and opportunities for cost savings across the supply chain. Key responsibilities include: Analyse stock levels, stock movement, and availability across the business, highlighting risks to sales and customer experience Identify patterns leading to overstocking, stockouts, and inefficiencies Own reporting on order cancellations and refunds, identifying root causes such as stock issues, fulfilment delays, or system errors Track trends over time and flag issues before they escalate Quantify the commercial impact of cancellations, lost revenue, and avoidable cost Produce regular, clear reporting for Finance and senior leadership teams Identify cost leakage across operations and fulfilment, supporting margin improvement Support decisions around warehouse efficiency, logistics performance, and service levels Improve data accuracy and consistency across finance, operations, and e-commerce systems Help shift the business from reactive reporting to proactive, insight-led decision-making This role works closely with Finance, Operations, E-commerce, and Customer Service teams and offers high exposure to commercial decision-making. About You This role is well suited to a strong graduate or junior analyst looking to build a career in a commercial finance environment. A strong analytical or numerical background (e.g. Maths, Statistics, Economics, Finance, Data Science, or similar) Experience working with data in a professional, placement, or internship environment Strong Excel or Google Sheets skills The ability to interpret data and explain financial insight clearly to non-technical stakeholders Enjoys problem-solving and asking "why" Is comfortable working with imperfect data in a fast-moving business What's on Offer A hands-on, commercially focused finance role Close exposure to senior leadership and operational decision-making Opportunity to make a visible impact quickly Supportive, collaborative working culture Up to 32,000 and benefits package Zachary Daniels and our client are both equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. Zachary Daniels is a Niche, National & International Recruitment Consultancy. Specialising in Buying, Merchandising & Ecommerce Design, Technical, Wholesale & Production Finance HR & Talent H&S & Compliance Marketing, Digital & Technology Property & Centre Management Retail, Trade, Leisure & Wholesale Operations Senior Appointments & Exec Sales Supply Chain & Logistics BBBH35304
Jan 21, 2026
Full time
Finance Analyst - Stock & Operations Manchester 28,000 - 32,000 + benefits Onsite Consumer / E-commerce / Retail This is an exciting opportunity to join a fast-growing, founder-led consumer business operating at significant scale. The company is experiencing rapid growth driven by digital and social commerce demand, creating complexity across stock management, fulfilment, and operational decision-making. The business is fast-paced, entrepreneurial, and highly commercial. This role sits close to senior decision-makers and focuses on turning financial and operational data into insight that directly impacts margin, cost control, and customer experience. The Role This is a newly created Finance Analyst role designed to improve visibility and decision-making across stock, cancellations, and operational performance. The focus is on actionable insight rather than reporting for reporting's sake. You will support Finance and Operations leadership by identifying risks, inefficiencies, and opportunities for cost savings across the supply chain. Key responsibilities include: Analyse stock levels, stock movement, and availability across the business, highlighting risks to sales and customer experience Identify patterns leading to overstocking, stockouts, and inefficiencies Own reporting on order cancellations and refunds, identifying root causes such as stock issues, fulfilment delays, or system errors Track trends over time and flag issues before they escalate Quantify the commercial impact of cancellations, lost revenue, and avoidable cost Produce regular, clear reporting for Finance and senior leadership teams Identify cost leakage across operations and fulfilment, supporting margin improvement Support decisions around warehouse efficiency, logistics performance, and service levels Improve data accuracy and consistency across finance, operations, and e-commerce systems Help shift the business from reactive reporting to proactive, insight-led decision-making This role works closely with Finance, Operations, E-commerce, and Customer Service teams and offers high exposure to commercial decision-making. About You This role is well suited to a strong graduate or junior analyst looking to build a career in a commercial finance environment. A strong analytical or numerical background (e.g. Maths, Statistics, Economics, Finance, Data Science, or similar) Experience working with data in a professional, placement, or internship environment Strong Excel or Google Sheets skills The ability to interpret data and explain financial insight clearly to non-technical stakeholders Enjoys problem-solving and asking "why" Is comfortable working with imperfect data in a fast-moving business What's on Offer A hands-on, commercially focused finance role Close exposure to senior leadership and operational decision-making Opportunity to make a visible impact quickly Supportive, collaborative working culture Up to 32,000 and benefits package Zachary Daniels and our client are both equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. Zachary Daniels is a Niche, National & International Recruitment Consultancy. Specialising in Buying, Merchandising & Ecommerce Design, Technical, Wholesale & Production Finance HR & Talent H&S & Compliance Marketing, Digital & Technology Property & Centre Management Retail, Trade, Leisure & Wholesale Operations Senior Appointments & Exec Sales Supply Chain & Logistics BBBH35304
Overview About us ERS is the UK's largest specialist motor insurer with an A+ rating. We recognise that for some, motor insurance is more than just a must-have; it's a way of taking care of what stands at the heart of their passion or livelihood. For those people, standard insurance isn't enough. That's why we work exclusively with motor insurance brokers to help get under the skin of the most difficult insurance risks, helping build products to meet their customer's needs. The role ERS is a leading underwriter of a wide range of specialist motor insurance products. Within ERS' strategy of being the UKs leading specialist motor insurer, our focus is on delivering sustainable, high margin growth through the provision of quality propositions to a wide range of broker partners. The Senior Underwriter's primary responsibilities are for the execution of our underwriting strategy and development of our underwriting appetite, working closely with the Pricing and Technology teams, as well as other stakeholders across the business including our operations teams. You will be responsible for materially contributing to the achievement of our short to medium-term financial plans through translating specialist underwriting knowledge into an implementable set of rules. The role is highly market visible, involving extensive broker contact when communicating our strategy, managing the financial performance of existing relationships and in seeking to broaden our market penetration. Key responsibilities Leading the development of the underwriting strategy for our product(s) based on your market knowledge and product expertise whilst being responsible for executing the underwriting strategy through working with the product delivery team. Contributing to the management of portfolio performance through the analysis of results, execution of our selection and pricing strategies and providing recommendations that will drive continuous performance improvement, thus ensuring that we will meet or exceed our financial plans. Working alongside the Product Performance Analysts within the team, providing them with direction and support to improve their knowledge and utilising their skills to support the delivery of our strategic goals. Providing input to constantly refine our underwriting appetite to ensure that we take advantage of market opportunities and outperform our peers through superior risk selection and proactive management of our business mix. Acting as a point of technical referral from other members of the underwriting team, brokers, and other internal functions, using your extensive risk, product and pricing knowledge to inform appropriate decisions in respect of those referrals. Provide feedback to Product Managers & Heads of Class and to members of our Pricing team relating to the effectiveness of our risk pricing models to help us constantly drive enhanced sophistication and accuracy in our risk pricing. Understanding the risk environment in which we operate. Contribution to the identification and mitigation of the key risks which threaten the success and sustainability of our business. Providing substantial contribution to our "first line of defence" activities, using audit and peer-review tools, complimented by exception reporting and performance MI, to constantly assess and monitor our underwriting activities to ensure that all business is being written in accordance with our stated underwriting authorities, agreed processes and in compliance with our regulatory and conduct standards. The above duties and responsibilities are not an exhaustive list and you may be required to undertake any other reasonable duties compatible with your experience and competencies. This description may be varied from time to time to reflect changing business requirements. Essential qualifications, skills and experience This role carries strategic input and financial responsibility as well as being recognised as a market leading subject matter expert in our product(s). We therefore require our role-holders to demonstrate leadership and management capabilities and to possess the following skills, attributes and knowledge: The ability to collaborate with a talented team of people towards the achievement of a set of challenging financial targets. Possessing extensive technical knowledge of the product(s), including the features of the product, factors that drive product performance, market dynamics which influence how the product is delivered and the requirements of customers using the product(s). To demonstrate gravitas and clarity of purpose which will give confidence to senior stakeholders, both internally and externally. The ability to produce coherent and comprehensive Microsoft PowerPoint presentations to be presented at various committees, including senior stakeholders, both internally and externally. Extensive commercial awareness, being able to spot and take advantage of opportunities and to fulfil their role in a way which enhances our financial performance. Detailed understanding of pricing practices and methodologies with the ability and experience to help us constantly enhance our pricing capability, providing insight and feedback on our pricing models Extensive knowledge of and experience in a sophisticated underwriting control environment which allows us to execute 'first line of defence' activity, with a focus on constant performance improvement. Desirable behavioural attributes Effective Communication Skills Initiative & Change Driving & Delivering Results Planning & Organising Analytical Mindset Problem Solving Decision Making Commercial Awareness (including Financial Awareness) Building Relationships Strategic Thinking Benefits Competitive Benchmarked Salary 25 days holiday Discretionary bonus scheme Employee assistance programme Annual holiday buy (up to 3 extra days) Salary sacrifice benefits Annual benefits reviews The option for professional qualifications and study support Benefits A full job description will be found here
Jan 21, 2026
Full time
Overview About us ERS is the UK's largest specialist motor insurer with an A+ rating. We recognise that for some, motor insurance is more than just a must-have; it's a way of taking care of what stands at the heart of their passion or livelihood. For those people, standard insurance isn't enough. That's why we work exclusively with motor insurance brokers to help get under the skin of the most difficult insurance risks, helping build products to meet their customer's needs. The role ERS is a leading underwriter of a wide range of specialist motor insurance products. Within ERS' strategy of being the UKs leading specialist motor insurer, our focus is on delivering sustainable, high margin growth through the provision of quality propositions to a wide range of broker partners. The Senior Underwriter's primary responsibilities are for the execution of our underwriting strategy and development of our underwriting appetite, working closely with the Pricing and Technology teams, as well as other stakeholders across the business including our operations teams. You will be responsible for materially contributing to the achievement of our short to medium-term financial plans through translating specialist underwriting knowledge into an implementable set of rules. The role is highly market visible, involving extensive broker contact when communicating our strategy, managing the financial performance of existing relationships and in seeking to broaden our market penetration. Key responsibilities Leading the development of the underwriting strategy for our product(s) based on your market knowledge and product expertise whilst being responsible for executing the underwriting strategy through working with the product delivery team. Contributing to the management of portfolio performance through the analysis of results, execution of our selection and pricing strategies and providing recommendations that will drive continuous performance improvement, thus ensuring that we will meet or exceed our financial plans. Working alongside the Product Performance Analysts within the team, providing them with direction and support to improve their knowledge and utilising their skills to support the delivery of our strategic goals. Providing input to constantly refine our underwriting appetite to ensure that we take advantage of market opportunities and outperform our peers through superior risk selection and proactive management of our business mix. Acting as a point of technical referral from other members of the underwriting team, brokers, and other internal functions, using your extensive risk, product and pricing knowledge to inform appropriate decisions in respect of those referrals. Provide feedback to Product Managers & Heads of Class and to members of our Pricing team relating to the effectiveness of our risk pricing models to help us constantly drive enhanced sophistication and accuracy in our risk pricing. Understanding the risk environment in which we operate. Contribution to the identification and mitigation of the key risks which threaten the success and sustainability of our business. Providing substantial contribution to our "first line of defence" activities, using audit and peer-review tools, complimented by exception reporting and performance MI, to constantly assess and monitor our underwriting activities to ensure that all business is being written in accordance with our stated underwriting authorities, agreed processes and in compliance with our regulatory and conduct standards. The above duties and responsibilities are not an exhaustive list and you may be required to undertake any other reasonable duties compatible with your experience and competencies. This description may be varied from time to time to reflect changing business requirements. Essential qualifications, skills and experience This role carries strategic input and financial responsibility as well as being recognised as a market leading subject matter expert in our product(s). We therefore require our role-holders to demonstrate leadership and management capabilities and to possess the following skills, attributes and knowledge: The ability to collaborate with a talented team of people towards the achievement of a set of challenging financial targets. Possessing extensive technical knowledge of the product(s), including the features of the product, factors that drive product performance, market dynamics which influence how the product is delivered and the requirements of customers using the product(s). To demonstrate gravitas and clarity of purpose which will give confidence to senior stakeholders, both internally and externally. The ability to produce coherent and comprehensive Microsoft PowerPoint presentations to be presented at various committees, including senior stakeholders, both internally and externally. Extensive commercial awareness, being able to spot and take advantage of opportunities and to fulfil their role in a way which enhances our financial performance. Detailed understanding of pricing practices and methodologies with the ability and experience to help us constantly enhance our pricing capability, providing insight and feedback on our pricing models Extensive knowledge of and experience in a sophisticated underwriting control environment which allows us to execute 'first line of defence' activity, with a focus on constant performance improvement. Desirable behavioural attributes Effective Communication Skills Initiative & Change Driving & Delivering Results Planning & Organising Analytical Mindset Problem Solving Decision Making Commercial Awareness (including Financial Awareness) Building Relationships Strategic Thinking Benefits Competitive Benchmarked Salary 25 days holiday Discretionary bonus scheme Employee assistance programme Annual holiday buy (up to 3 extra days) Salary sacrifice benefits Annual benefits reviews The option for professional qualifications and study support Benefits A full job description will be found here
Private Banking & Wealth Management Executive Barclays London Working as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day-to-day operational matters. In your new role you will assist the Private Banker / Wealth Manager in marketing products to clients and support the Pod/ team/ business in the delivery of its targets and goals. To be successful as a Private Banking & Wealth Management Executive, you should have experience with Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirement Ability to demonstrate integrity and adherence to regulatory policies and procedures. An understanding of financial services Risk and Control procedures Experience in managing client relationship Experience in dealing with senior stakeholders Experience in preparing for client facing meetings relating to banking proposition, investments and annual reviews Relevant client facing experience in a Private Banking/Wealth Management or similar role Excellent organisational skills and attention to detail, ensuring accuracy and efficiency in all administrative tasks and client communications. Technically minded with strong PC skills (Word, Excel, Power point) Good communicator with the ability to engage across a broad client demographic Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams across various cultures and backgrounds. 1 European Language or Russian, Hebrew, Turkish, Arabic required Some other highly valued skills may include: Assist the Private Banker/Wealth Manager in administration and management of day-today administration on client relationships including payments, banking enquiries, attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker/Wealth Manager. Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and other business stakeholders to ensure delivery, resolve issues and reduce / remove errors. Good overall knowledge of Barclays Private Bank/Barclays Wealth information systems Understanding of regulatory framework Taking responsibility for any remediation activities, administrative and/or governance tasks as required by client/business activity where appropriate. A strong, up to date understanding of the general financial markets dynamics and current financial concepts. A high aptitude and understanding of the digital landscape, with the ability to effectively support client's changing needs in this area Adaptability and resilience to manage multiple priorities and changing demands in a fast-paced environment. Demonstrated initiative and capacity for independent problem-solving, while ensuring appropriate escalation where required. Willingness to participate in team projects and contribute to a collaborative and supportive team culture. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials. Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication. Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jan 21, 2026
Full time
Private Banking & Wealth Management Executive Barclays London Working as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day-to-day operational matters. In your new role you will assist the Private Banker / Wealth Manager in marketing products to clients and support the Pod/ team/ business in the delivery of its targets and goals. To be successful as a Private Banking & Wealth Management Executive, you should have experience with Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirement Ability to demonstrate integrity and adherence to regulatory policies and procedures. An understanding of financial services Risk and Control procedures Experience in managing client relationship Experience in dealing with senior stakeholders Experience in preparing for client facing meetings relating to banking proposition, investments and annual reviews Relevant client facing experience in a Private Banking/Wealth Management or similar role Excellent organisational skills and attention to detail, ensuring accuracy and efficiency in all administrative tasks and client communications. Technically minded with strong PC skills (Word, Excel, Power point) Good communicator with the ability to engage across a broad client demographic Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams across various cultures and backgrounds. 1 European Language or Russian, Hebrew, Turkish, Arabic required Some other highly valued skills may include: Assist the Private Banker/Wealth Manager in administration and management of day-today administration on client relationships including payments, banking enquiries, attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker/Wealth Manager. Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and other business stakeholders to ensure delivery, resolve issues and reduce / remove errors. Good overall knowledge of Barclays Private Bank/Barclays Wealth information systems Understanding of regulatory framework Taking responsibility for any remediation activities, administrative and/or governance tasks as required by client/business activity where appropriate. A strong, up to date understanding of the general financial markets dynamics and current financial concepts. A high aptitude and understanding of the digital landscape, with the ability to effectively support client's changing needs in this area Adaptability and resilience to manage multiple priorities and changing demands in a fast-paced environment. Demonstrated initiative and capacity for independent problem-solving, while ensuring appropriate escalation where required. Willingness to participate in team projects and contribute to a collaborative and supportive team culture. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials. Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication. Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
This highly regarded London based financial institution have a new hybrid permanent role within their Investment banking middle office team. To be considered for this role applicants must have acquired demonstrable Investment banking operations/middle office work experience. Duties will include:- Enhancing and managing support to the banks front/Middle office and advisory team click apply for full job details
Jan 21, 2026
Full time
This highly regarded London based financial institution have a new hybrid permanent role within their Investment banking middle office team. To be considered for this role applicants must have acquired demonstrable Investment banking operations/middle office work experience. Duties will include:- Enhancing and managing support to the banks front/Middle office and advisory team click apply for full job details
Job Overview We have a fantastic opportunity for a Risk and Incident Analyst to join our Paragon's Sunderland site within the Risk & Compliance department. The Risk and Incident Analyst is responsible for monitoring, analysing, and reporting on Sunderland and Client risks and incidents. This role ensures timely identification, assessment, and resolution of incidents while supporting the enterprise risk management framework to minimise threats and maximise opportunities Hours: Monday - Friday 8:30am - 5:00pm Main duties would include: Support the development and maintenance of the Sunderland enterprise risk register, client risk registers and OCRM risk register Conduct risk assessments and assist in implementing mitigation strategies. Prepare risk reports and reports for the Senior GRC Manage and Site Leadership. Oversight of Incident Management including investigation and corrective and preventative actions. Coordinate with internal teams to ensure timely remediation and root cause analysis. Maintain incident records and ensure compliance with reporting requirements. Identify trends and recommend preventive measures to reduce recurrence. Assist in internal audits and compliance reviews related to risk and incident processes. Support adherence to frameworks such as ISO 9001, 27001, GDPR, and other relevant standards Skills and Attributes we are looking for Proven experience within a Risk / Incident role Attention to detail and accuracy. Ability to work under pressure and manage multiple priorities. Strong stakeholder management and collaboration skills. Proactive approach to identifying and mitigating risks. Benefits include Become part of a positive culture led site with a focus on employee engagement and an inclusive environment; Employee Benefits Platform Reimbursements Bupa Cash Plan Cycle to work Scheme Financial Health Check Wellbeing, Legal, Personal finance support Employee Assistance Programme Charity initiatives and various events throughout the year Please note that due to the high volume of responses we receive, only successful applicants will be contacted. We are an equal opportunity employer, and we encourage job applications from people of all backgrounds. All qualified applicants will receive consideration regardless of gender, race, religion, age, disability, sexual orientation, or marital status.
Jan 21, 2026
Full time
Job Overview We have a fantastic opportunity for a Risk and Incident Analyst to join our Paragon's Sunderland site within the Risk & Compliance department. The Risk and Incident Analyst is responsible for monitoring, analysing, and reporting on Sunderland and Client risks and incidents. This role ensures timely identification, assessment, and resolution of incidents while supporting the enterprise risk management framework to minimise threats and maximise opportunities Hours: Monday - Friday 8:30am - 5:00pm Main duties would include: Support the development and maintenance of the Sunderland enterprise risk register, client risk registers and OCRM risk register Conduct risk assessments and assist in implementing mitigation strategies. Prepare risk reports and reports for the Senior GRC Manage and Site Leadership. Oversight of Incident Management including investigation and corrective and preventative actions. Coordinate with internal teams to ensure timely remediation and root cause analysis. Maintain incident records and ensure compliance with reporting requirements. Identify trends and recommend preventive measures to reduce recurrence. Assist in internal audits and compliance reviews related to risk and incident processes. Support adherence to frameworks such as ISO 9001, 27001, GDPR, and other relevant standards Skills and Attributes we are looking for Proven experience within a Risk / Incident role Attention to detail and accuracy. Ability to work under pressure and manage multiple priorities. Strong stakeholder management and collaboration skills. Proactive approach to identifying and mitigating risks. Benefits include Become part of a positive culture led site with a focus on employee engagement and an inclusive environment; Employee Benefits Platform Reimbursements Bupa Cash Plan Cycle to work Scheme Financial Health Check Wellbeing, Legal, Personal finance support Employee Assistance Programme Charity initiatives and various events throughout the year Please note that due to the high volume of responses we receive, only successful applicants will be contacted. We are an equal opportunity employer, and we encourage job applications from people of all backgrounds. All qualified applicants will receive consideration regardless of gender, race, religion, age, disability, sexual orientation, or marital status.
Data & Insights Analyst page is loaded Data & Insights Analystlocations: GBR Belfast - Maysfieldtime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 21, 2026 (1 day left to apply)job requisition id: RJob Title:Data & Insights AnalystJob DescriptionWe're looking for a data-driven analyst with proven experience working with a major retailer to join our Customer Service team as a strategic partner. This role will focus on uncovering actionable insights that demonstrate the return on investment of our customer service operations, identifying opportunities for improvement, and proactively informing leadership of emerging trends and risks before they surface What you'll be doing Partner with Customer Service leadership and a major retailer to define key performance indicators (KPIs) and ROI metrics that demonstrate the value of the function. Collect, analyze, and interpret data from multiple sources (customer service systems, finance, sales, product feedback, QA reports, etc.) to deliver meaningful insights. Build dashboards and automated reports to provide a real-time view of performance and early indicators of issues or opportunities. Conduct deep-dive analyses to uncover root causes of customer issues, operational inefficiencies, or emerging risks. Provide data-backed recommendations for strategic initiatives that improve customer satisfaction and business outcomes. Collaborate with cross-functional teams (Product, Sales, Finance, Marketing) to align data insights with broader company goals. Identify and communicate trends in customer behavior, service quality, and operational performance before they impact business performance. Support business cases and presentations for leadership with clear, evidence-based insights. What you'll need Strong analytical and problem-solving skills, with hands-on experience using tools such as SQL, Power BI/Tableau, Excel , or equivalent analytics platforms. Proven ability to translate complex data sets into clear, actionable business insights that drive decision-making. Demonstrated experience with customer service metrics , performance reporting, and process improvement initiatives . Solid understanding of ROI analysis and financial impact modelling to support strategic recommendations. Excellent communication and stakeholder management skills, with the ability to confidently present data-driven insights to senior leadership . Ability to work proactively and independently , anticipating business needs and identifying risks or opportunities before being prompted. Critical requirement: Proven experience linking, integrating, and interpreting data for a major retail environment . Candidates must have a strong understanding of large-scale retail data structures, customer journeys, and retailer-specific performance metrics, as this capability is vital to the success of the role . Bonus: Experience with . Success in this role means: Leadership has clear visibility of customer service ROI and value-add to the business. Data-driven insights influence strategic decisions. Emerging issues are identified and addressed before they escalate. The analyst is recognised as a trusted advisor and thought partner for customer service strategy Concentrix is an equal opportunity employer We're proudly united as one team, one company, globally. We're committed to equal employment opportunities for all candidates and a work environment free from discrimination and harassment. All our recruitment practices are based on business needs, job requirements, and professional qualifications, without regard to race, age, gender identity, sexual orientation, religion, ethnicity, family or parental status, national origin, disability, or any other classification protected by applicable national laws. Location:GBR Belfast - MaysfieldLanguage Requirements:Time Type:Full time If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the # Mission: Hi, we're Concentrix. We're a global technology and services leader that powers the brands of the future. We help well-known brands - the ones you use every day - improve their businesses with technology and integrated solutions, in over 70 countries.# Company Overview: We power the brands of the future. Some call us a global technology and services leader. But we're so much more. Human-centered, tech-powered, intelligence fuelled. Every day we're busy helping over 2000 of the world's best brands solve their toughest business challenges. Whether it's designing game-changing brand experiences, building and scaling secure AI technologies, or building loyalty to drive revenue. We design, build, and run fully integrated, end-to-end solutions across the entire enterprise, at speed and scale. We're the strategic thinkers who designbrand-defining experiences. The technologists & engineers who buildsmarter solutions. And the operational experts who run it all and make it work seamlessly. By integrating strategy & design with data & analytics, enterprise technology, and digital operations. You could say, at the heart of everything we do lies a commitment to transform the way companies connect, interact, and grow across the world and into the future. Experience the power of Concentrix.Concentrix CVG Corporation is an EEO/AA/M/F/Vet/Disability Employer.
Jan 21, 2026
Full time
Data & Insights Analyst page is loaded Data & Insights Analystlocations: GBR Belfast - Maysfieldtime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 21, 2026 (1 day left to apply)job requisition id: RJob Title:Data & Insights AnalystJob DescriptionWe're looking for a data-driven analyst with proven experience working with a major retailer to join our Customer Service team as a strategic partner. This role will focus on uncovering actionable insights that demonstrate the return on investment of our customer service operations, identifying opportunities for improvement, and proactively informing leadership of emerging trends and risks before they surface What you'll be doing Partner with Customer Service leadership and a major retailer to define key performance indicators (KPIs) and ROI metrics that demonstrate the value of the function. Collect, analyze, and interpret data from multiple sources (customer service systems, finance, sales, product feedback, QA reports, etc.) to deliver meaningful insights. Build dashboards and automated reports to provide a real-time view of performance and early indicators of issues or opportunities. Conduct deep-dive analyses to uncover root causes of customer issues, operational inefficiencies, or emerging risks. Provide data-backed recommendations for strategic initiatives that improve customer satisfaction and business outcomes. Collaborate with cross-functional teams (Product, Sales, Finance, Marketing) to align data insights with broader company goals. Identify and communicate trends in customer behavior, service quality, and operational performance before they impact business performance. Support business cases and presentations for leadership with clear, evidence-based insights. What you'll need Strong analytical and problem-solving skills, with hands-on experience using tools such as SQL, Power BI/Tableau, Excel , or equivalent analytics platforms. Proven ability to translate complex data sets into clear, actionable business insights that drive decision-making. Demonstrated experience with customer service metrics , performance reporting, and process improvement initiatives . Solid understanding of ROI analysis and financial impact modelling to support strategic recommendations. Excellent communication and stakeholder management skills, with the ability to confidently present data-driven insights to senior leadership . Ability to work proactively and independently , anticipating business needs and identifying risks or opportunities before being prompted. Critical requirement: Proven experience linking, integrating, and interpreting data for a major retail environment . Candidates must have a strong understanding of large-scale retail data structures, customer journeys, and retailer-specific performance metrics, as this capability is vital to the success of the role . Bonus: Experience with . Success in this role means: Leadership has clear visibility of customer service ROI and value-add to the business. Data-driven insights influence strategic decisions. Emerging issues are identified and addressed before they escalate. The analyst is recognised as a trusted advisor and thought partner for customer service strategy Concentrix is an equal opportunity employer We're proudly united as one team, one company, globally. We're committed to equal employment opportunities for all candidates and a work environment free from discrimination and harassment. All our recruitment practices are based on business needs, job requirements, and professional qualifications, without regard to race, age, gender identity, sexual orientation, religion, ethnicity, family or parental status, national origin, disability, or any other classification protected by applicable national laws. Location:GBR Belfast - MaysfieldLanguage Requirements:Time Type:Full time If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the # Mission: Hi, we're Concentrix. We're a global technology and services leader that powers the brands of the future. We help well-known brands - the ones you use every day - improve their businesses with technology and integrated solutions, in over 70 countries.# Company Overview: We power the brands of the future. Some call us a global technology and services leader. But we're so much more. Human-centered, tech-powered, intelligence fuelled. Every day we're busy helping over 2000 of the world's best brands solve their toughest business challenges. Whether it's designing game-changing brand experiences, building and scaling secure AI technologies, or building loyalty to drive revenue. We design, build, and run fully integrated, end-to-end solutions across the entire enterprise, at speed and scale. We're the strategic thinkers who designbrand-defining experiences. The technologists & engineers who buildsmarter solutions. And the operational experts who run it all and make it work seamlessly. By integrating strategy & design with data & analytics, enterprise technology, and digital operations. You could say, at the heart of everything we do lies a commitment to transform the way companies connect, interact, and grow across the world and into the future. Experience the power of Concentrix.Concentrix CVG Corporation is an EEO/AA/M/F/Vet/Disability Employer.
Private Banking Executive (Russian and/or Mandarin speaking) Barclays London. Working as a Barclays Private Banking Executive, you will assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives. You will act as a key point of contact for clients on day-to-day operational matters and support the team / business in achieving its targets and goals. In this role, you will also assist with marketing banking and investment products to clients. To be successful as a Private Banking & Wealth Management Executive, you should have experience with: • Managing client relationships, including engagement with senior stakeholders, and building trusted relationships across diverse clients and internal teams • Sound knowledge of banking products, operational procedures, risk management, lending, and security requirements • Adherence to regulatory and compliance frameworks, including KYC/AML, governance, and Risk and Control procedures • Preparing for client-facing meetings and delivering high-quality client support, including correspondence, documentation, and annual reviews • Experience in a Private Banking, Wealth Management, or similar client-facing environment • Excellent organisational skills, attention to detail, and accuracy in administrative and operational tasks • Technically proficient with PC applications (Word, Excel, PowerPoint) • Fluency in either Russian and/or Mandarin. Candidates that do not meet the language requirements will not be considered. Some other highly valued skills may include: • Proactively managing day-to-day client administration and operational tasks, resolving issues, and ensuring smooth delivery in collaboration with Operations, Business Management, and other stakeholders • Strong commercial awareness and understanding of financial markets, products, and trends affecting HNW/UHNW clients • Ability to leverage digital tools and platforms to support clients' evolving needs • Adaptability, resilience, and ability to manage multiple priorities in a fast-paced, changing environment • Initiative and independent problem-solving, with appropriate escalation where required • Willingness to contribute to team projects and foster a collaborative, supportive team culture You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials. Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication. Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jan 21, 2026
Full time
Private Banking Executive (Russian and/or Mandarin speaking) Barclays London. Working as a Barclays Private Banking Executive, you will assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives. You will act as a key point of contact for clients on day-to-day operational matters and support the team / business in achieving its targets and goals. In this role, you will also assist with marketing banking and investment products to clients. To be successful as a Private Banking & Wealth Management Executive, you should have experience with: • Managing client relationships, including engagement with senior stakeholders, and building trusted relationships across diverse clients and internal teams • Sound knowledge of banking products, operational procedures, risk management, lending, and security requirements • Adherence to regulatory and compliance frameworks, including KYC/AML, governance, and Risk and Control procedures • Preparing for client-facing meetings and delivering high-quality client support, including correspondence, documentation, and annual reviews • Experience in a Private Banking, Wealth Management, or similar client-facing environment • Excellent organisational skills, attention to detail, and accuracy in administrative and operational tasks • Technically proficient with PC applications (Word, Excel, PowerPoint) • Fluency in either Russian and/or Mandarin. Candidates that do not meet the language requirements will not be considered. Some other highly valued skills may include: • Proactively managing day-to-day client administration and operational tasks, resolving issues, and ensuring smooth delivery in collaboration with Operations, Business Management, and other stakeholders • Strong commercial awareness and understanding of financial markets, products, and trends affecting HNW/UHNW clients • Ability to leverage digital tools and platforms to support clients' evolving needs • Adaptability, resilience, and ability to manage multiple priorities in a fast-paced, changing environment • Initiative and independent problem-solving, with appropriate escalation where required • Willingness to contribute to team projects and foster a collaborative, supportive team culture You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials. Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication. Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Who are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008. Summary Smarsh is seeking a Strategic Customer Success Manager to join our Enterprise Customer Success organization. As part of the organization, you will be delivering customer outcomes to our top enterprise accounts and working with Fortune 500 caliber clients across the world. This includes end-to-end customer life cycle managing customer adoption and growth, health, governance, and retention in partnership with your Account Executives. You are customer's consultant and trusted partner who can navigate complex business objectives and develop them into Smarsh champions. How will you contribute? Create value for the customer by knowing, tracking, and managing customer's business objectives tied to Smarsh solutions. Know your accounts and their organization structure. Establish, maintain and grow senior executive relationships for your accounts. Partner with Account Executive to develop long-term strategic account plan and lead substantial portions of the strategic account plan. Drive and track customer adoption of Smarsh products and services. Proactively identifying strategic growth opportunities while providing value with what the customer has today. Measure and report on customer health. Identify appropriate steps or resources and lead effort to improve customer health. Proactively identify At Risk Clients and define escalation and remediation plans. This includes any cross-departmental collaboration as needed. Establish and oversee a comprehensive customer governance structure with clear processes, cadence, and communication channels including Executive Business Reviews. Take ownership for resolving customer issues; Partner with other internal teams to ensure escalated issues are being resolved in a timely manner. Lead weekly or monthly meetings for assigned accounts, including 1-on-1s with key customer contacts. Negotiate complex renewal terms. Adhere to defined CSM processes, metrics, and tools. Track activities in CRM tools and accurately log outcomes of customer discussions. Consistently meet or exceed target customer activity metrics and SLO's. Identify best practices and coach throughout Customer success team. Work as part of a collaborative team and provide feedback for improvement to internal stakeholders. Other duties as assigned. What will you bring? 10+ years' experience in a customer-facing role, preferably in B2B and/or SaaS environments. BA/BS degree in business/technology or comparable experience and 5+ years' experience in customer success. Understanding of Banks, Broker Dealers, Hedge Funds, Private Equity, FinTech, VC funds and their respective technology needs is a big advantage. Extremely strong oral and written communication skills. Intellectual Curiosity and technical acumen. Skilled at matrix management and using leadership skills to achieve goals. Demonstrated mastery of organization skills. Confident in juggling multiple tasks. Ability to quickly understand questions and problem solving. Proven results in driving customer health and satisfaction resulting in loyalty and advocacy. Knowledge of working in tools like Salesforce, Gainsight and Jira. About our culture Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world's leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Jan 21, 2026
Full time
Who are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008. Summary Smarsh is seeking a Strategic Customer Success Manager to join our Enterprise Customer Success organization. As part of the organization, you will be delivering customer outcomes to our top enterprise accounts and working with Fortune 500 caliber clients across the world. This includes end-to-end customer life cycle managing customer adoption and growth, health, governance, and retention in partnership with your Account Executives. You are customer's consultant and trusted partner who can navigate complex business objectives and develop them into Smarsh champions. How will you contribute? Create value for the customer by knowing, tracking, and managing customer's business objectives tied to Smarsh solutions. Know your accounts and their organization structure. Establish, maintain and grow senior executive relationships for your accounts. Partner with Account Executive to develop long-term strategic account plan and lead substantial portions of the strategic account plan. Drive and track customer adoption of Smarsh products and services. Proactively identifying strategic growth opportunities while providing value with what the customer has today. Measure and report on customer health. Identify appropriate steps or resources and lead effort to improve customer health. Proactively identify At Risk Clients and define escalation and remediation plans. This includes any cross-departmental collaboration as needed. Establish and oversee a comprehensive customer governance structure with clear processes, cadence, and communication channels including Executive Business Reviews. Take ownership for resolving customer issues; Partner with other internal teams to ensure escalated issues are being resolved in a timely manner. Lead weekly or monthly meetings for assigned accounts, including 1-on-1s with key customer contacts. Negotiate complex renewal terms. Adhere to defined CSM processes, metrics, and tools. Track activities in CRM tools and accurately log outcomes of customer discussions. Consistently meet or exceed target customer activity metrics and SLO's. Identify best practices and coach throughout Customer success team. Work as part of a collaborative team and provide feedback for improvement to internal stakeholders. Other duties as assigned. What will you bring? 10+ years' experience in a customer-facing role, preferably in B2B and/or SaaS environments. BA/BS degree in business/technology or comparable experience and 5+ years' experience in customer success. Understanding of Banks, Broker Dealers, Hedge Funds, Private Equity, FinTech, VC funds and their respective technology needs is a big advantage. Extremely strong oral and written communication skills. Intellectual Curiosity and technical acumen. Skilled at matrix management and using leadership skills to achieve goals. Demonstrated mastery of organization skills. Confident in juggling multiple tasks. Ability to quickly understand questions and problem solving. Proven results in driving customer health and satisfaction resulting in loyalty and advocacy. Knowledge of working in tools like Salesforce, Gainsight and Jira. About our culture Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world's leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Citi Commercial Bank UK's Industrials team covers UK-headquartered Mid-Corporate companies with a global footprint and annual revenue ranging from $100MM to $3BN. The Mid-Corp Senior Relationship Manager is a strategic professional who closely follows the latest Industrials trends, adapts them for application in developing dialogue with prospects and covering clients, and has a deep understanding of the competitive landscape. The Senior Relationship Manager is an expert at understanding a client's financial performance and participates actively in the credit underwriting process. This individual understands how clients capitalize themselves, is highly knowledgeable about the debt capital markets, and knows how to position the bank to compete for lead capital markets roles. This strategic player is also well versed in building consensus internally and managing the risk management/credit committee discussions. The Senior Relationship Manager has outstanding communication skills that are leveraged to develop dialogue with clients and deliver the global Citi platform to the client, drive outsized wallet capture, and exceed return hurdles. This individual should have a very strong understanding of the full product capabilities of the bank and understand how best to position against our competition. The Senior Relationship Manager is accountable for direct business results which include meeting return hurdles, driving topline revenue growth, and building a client relationship that leverages the product and geographic breadth of Citi. This position requires a very experienced banker capable of driving business independently, as it will have a heavy emphasis on new business development. The Senior Relationship Manager's primary responsibilities will be to build their own portfolio by acquiring new to bank relationships, represent CCB UK in the external market, and manage some existing client relationships. Additionally, this professional is responsible for mentoring Analysts, Associates and Junior Bankers. Responsibilities Self originate new, multi product and multi country clients for CCB UK, and manage those relationships on an ongoing basis. Responsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with Citi's value proposition. Understand and follow trends within the industry to provide thought leadership to clients. Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. Substantial execution experience on complex deals with a proven ability to lead a deal team process. Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes. Be the best for our clients by understanding and delivering on clients' holistic treasury and strategic agenda. Be responsible for client level planning, budget and revenue responsibilities. Demonstrate excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership). Ability to work effectively in a team setting. Ensure compliance with regulatory requirements and Citi's policies/guidelines at all times. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Education Level Graduate / Master's degree. Certification and Fit & Proper Requirements Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation. Financial soundness. Competence and capability. In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety. By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks. EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. Job Family Group Commercial and Business Sales Job Family Relationship Management Time Type Full time
Jan 20, 2026
Full time
Citi Commercial Bank UK's Industrials team covers UK-headquartered Mid-Corporate companies with a global footprint and annual revenue ranging from $100MM to $3BN. The Mid-Corp Senior Relationship Manager is a strategic professional who closely follows the latest Industrials trends, adapts them for application in developing dialogue with prospects and covering clients, and has a deep understanding of the competitive landscape. The Senior Relationship Manager is an expert at understanding a client's financial performance and participates actively in the credit underwriting process. This individual understands how clients capitalize themselves, is highly knowledgeable about the debt capital markets, and knows how to position the bank to compete for lead capital markets roles. This strategic player is also well versed in building consensus internally and managing the risk management/credit committee discussions. The Senior Relationship Manager has outstanding communication skills that are leveraged to develop dialogue with clients and deliver the global Citi platform to the client, drive outsized wallet capture, and exceed return hurdles. This individual should have a very strong understanding of the full product capabilities of the bank and understand how best to position against our competition. The Senior Relationship Manager is accountable for direct business results which include meeting return hurdles, driving topline revenue growth, and building a client relationship that leverages the product and geographic breadth of Citi. This position requires a very experienced banker capable of driving business independently, as it will have a heavy emphasis on new business development. The Senior Relationship Manager's primary responsibilities will be to build their own portfolio by acquiring new to bank relationships, represent CCB UK in the external market, and manage some existing client relationships. Additionally, this professional is responsible for mentoring Analysts, Associates and Junior Bankers. Responsibilities Self originate new, multi product and multi country clients for CCB UK, and manage those relationships on an ongoing basis. Responsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with Citi's value proposition. Understand and follow trends within the industry to provide thought leadership to clients. Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. Substantial execution experience on complex deals with a proven ability to lead a deal team process. Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes. Be the best for our clients by understanding and delivering on clients' holistic treasury and strategic agenda. Be responsible for client level planning, budget and revenue responsibilities. Demonstrate excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership). Ability to work effectively in a team setting. Ensure compliance with regulatory requirements and Citi's policies/guidelines at all times. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Education Level Graduate / Master's degree. Certification and Fit & Proper Requirements Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation. Financial soundness. Competence and capability. In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety. By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks. EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. Job Family Group Commercial and Business Sales Job Family Relationship Management Time Type Full time
Senior Team Manager - Anti-Money Laundering (Client Refresh) Corporate Title: Up to Director Location: Belfast Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organisation. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Join Us in Belfast - A City of Opportunity and Innovation We're thrilled to announce the opening of our new office in Belfast-a vibrant, fast-growing hub for financial services and technology, and a strategic addition to Bank of America's global footprint. This expansion underscores our commitment to investing in talent and driving innovation across the UK and Ireland. Our new offices at City Quays are in the heart of a city celebrated for its rich history, dynamic culture, and thriving business community. Whether you're local or considering relocation, you'll find a welcoming environment, an excellent quality of life, and the opportunity to help shape the future of banking. About Bank of America in Belfast Bank of America is one of the world's leading financial institutions, powered by approximately 213,000 talented employees worldwide. Our new Belfast facility will strengthen our business continuity planning and risk management capabilities while reinforcing the expertise and value delivered across our global teams. We're committed to creating up to 1,000 new roles, starting with positions in Global Anti-Money Laundering Operations and Global Financial Crimes Compliance. These teams will focus on critical areas such as client due diligence, quality assurance, and regulatory compliance support-key functions that safeguard the integrity of the international financial system. Job Description: The EMEA Anti-Money Laundering (AML) Refresh Operations organization is part of Global AML and Onboarding Operations, is hiring a Senior Team Manager to support our EMEA Anti Money Laundering, Know Your Customer/Client Due Diligence, Refresh Global Operations. The Senior Team Manager will support the end-to-end client AML/KYC refresh of our clients supporting both, Global Markets and Global Corporate & Investment Banking businesses to complete KYC/CDD checks as well as maintaining accurate client records in alignment to our Global Financial Crimes standard and global Laws, Rules, and Regulations. We are looking for a leader with a growth mindset, able to work in a high paced environment, ability to maximize productivity and with the right focus on quality and compliance. A problem solver with strategic mindset to join a high performing global team to contribute to our organizational goals and our continuous improvement roadmap. Responsibilities Leading a team of Refresh analysts responsible for completing AML Client Refresh following Anti Money Laundering Know Your Customer/Client Due Diligence procedures Ensure AML KYC/CDD is completed in accordance with internal policies, procedures and regulatory guidelines aligned to jurisdictions and/or client structures. Manage a complex portfolio of KYC/CDD reviews Manage a team conducting KYC/CDD checks on clients that are a part of standard Refresh cycles or outside of the standard client Refresh cycles due to a change in client or jurisdictional requirements You and the team will liaise with sales / client outreach teams to obtain and validate correct documentation to fulfil refresh requirements You and the team will perform client refresh/remediation through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all requirements are met You will help manage the work allocation across the wider group You will help (and lead) projects and initiatives that impact the wider group You will participate in internal/external Audits and Quality checks You will ensure that the team works efficiently towards meeting all targets and that management protocols for the team are held (e.g. regular team meetings, 1:1s, performance reviews etc) You will coach individuals and develop talent within the team You will champion diversity and promote a culture of mutual respect Provide timely escalations to ensure timelines and quality targets are met What we are looking for: Proven previous experience in operations and production teams. Anti Money Laundering, Know Your Customer/Client Due Diligence experience preferred or related fields (Compliance, Risk Management, Financial Crimes) You will have experience performing in a process-oriented production environment that changes periodically You will have the ability to organise work, prioritise tasks and handle multiple assignments simultaneously You will have experience leading an operational team and in developing and coaching individuals Ability to contribute to our Operational Excellence culture and framework. Excellent verbal and written communications skills Thrives and develops a collaborative team environment Benefits of working at Bank of America UK Private healthcare for you and your family Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc Use of a flex fund to use towards benefits Access to an emotional wellbeing helpline, and virtual GP services Access to the Peppy App which provides 1:1 support, consultations and resources relating to men's health, women's health, fertility, menopause and pregnancy & parenthood Access to a range of gyms, exercise classes and wellbeing Apps through Wellhub, including Headspace and Calm Ability to donate to charities of your choice directly through payroll and the bank will match your contribution Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area Bank of America Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religious or similar philosophical belief, political opinion, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience We monitor the community background and sex of our job applicants and employees in order to demonstrate our commitment to promoting equality of opportunity in employment and to comply with our duties under the Fair Employment & Treatment (NI) Order 1998. We invite you to register your information by completing the following form We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. For further information and to submit your application, click the apply icon.
Jan 20, 2026
Full time
Senior Team Manager - Anti-Money Laundering (Client Refresh) Corporate Title: Up to Director Location: Belfast Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organisation. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Join Us in Belfast - A City of Opportunity and Innovation We're thrilled to announce the opening of our new office in Belfast-a vibrant, fast-growing hub for financial services and technology, and a strategic addition to Bank of America's global footprint. This expansion underscores our commitment to investing in talent and driving innovation across the UK and Ireland. Our new offices at City Quays are in the heart of a city celebrated for its rich history, dynamic culture, and thriving business community. Whether you're local or considering relocation, you'll find a welcoming environment, an excellent quality of life, and the opportunity to help shape the future of banking. About Bank of America in Belfast Bank of America is one of the world's leading financial institutions, powered by approximately 213,000 talented employees worldwide. Our new Belfast facility will strengthen our business continuity planning and risk management capabilities while reinforcing the expertise and value delivered across our global teams. We're committed to creating up to 1,000 new roles, starting with positions in Global Anti-Money Laundering Operations and Global Financial Crimes Compliance. These teams will focus on critical areas such as client due diligence, quality assurance, and regulatory compliance support-key functions that safeguard the integrity of the international financial system. Job Description: The EMEA Anti-Money Laundering (AML) Refresh Operations organization is part of Global AML and Onboarding Operations, is hiring a Senior Team Manager to support our EMEA Anti Money Laundering, Know Your Customer/Client Due Diligence, Refresh Global Operations. The Senior Team Manager will support the end-to-end client AML/KYC refresh of our clients supporting both, Global Markets and Global Corporate & Investment Banking businesses to complete KYC/CDD checks as well as maintaining accurate client records in alignment to our Global Financial Crimes standard and global Laws, Rules, and Regulations. We are looking for a leader with a growth mindset, able to work in a high paced environment, ability to maximize productivity and with the right focus on quality and compliance. A problem solver with strategic mindset to join a high performing global team to contribute to our organizational goals and our continuous improvement roadmap. Responsibilities Leading a team of Refresh analysts responsible for completing AML Client Refresh following Anti Money Laundering Know Your Customer/Client Due Diligence procedures Ensure AML KYC/CDD is completed in accordance with internal policies, procedures and regulatory guidelines aligned to jurisdictions and/or client structures. Manage a complex portfolio of KYC/CDD reviews Manage a team conducting KYC/CDD checks on clients that are a part of standard Refresh cycles or outside of the standard client Refresh cycles due to a change in client or jurisdictional requirements You and the team will liaise with sales / client outreach teams to obtain and validate correct documentation to fulfil refresh requirements You and the team will perform client refresh/remediation through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all requirements are met You will help manage the work allocation across the wider group You will help (and lead) projects and initiatives that impact the wider group You will participate in internal/external Audits and Quality checks You will ensure that the team works efficiently towards meeting all targets and that management protocols for the team are held (e.g. regular team meetings, 1:1s, performance reviews etc) You will coach individuals and develop talent within the team You will champion diversity and promote a culture of mutual respect Provide timely escalations to ensure timelines and quality targets are met What we are looking for: Proven previous experience in operations and production teams. Anti Money Laundering, Know Your Customer/Client Due Diligence experience preferred or related fields (Compliance, Risk Management, Financial Crimes) You will have experience performing in a process-oriented production environment that changes periodically You will have the ability to organise work, prioritise tasks and handle multiple assignments simultaneously You will have experience leading an operational team and in developing and coaching individuals Ability to contribute to our Operational Excellence culture and framework. Excellent verbal and written communications skills Thrives and develops a collaborative team environment Benefits of working at Bank of America UK Private healthcare for you and your family Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc Use of a flex fund to use towards benefits Access to an emotional wellbeing helpline, and virtual GP services Access to the Peppy App which provides 1:1 support, consultations and resources relating to men's health, women's health, fertility, menopause and pregnancy & parenthood Access to a range of gyms, exercise classes and wellbeing Apps through Wellhub, including Headspace and Calm Ability to donate to charities of your choice directly through payroll and the bank will match your contribution Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area Bank of America Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religious or similar philosophical belief, political opinion, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience We monitor the community background and sex of our job applicants and employees in order to demonstrate our commitment to promoting equality of opportunity in employment and to comply with our duties under the Fair Employment & Treatment (NI) Order 1998. We invite you to register your information by completing the following form We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. For further information and to submit your application, click the apply icon.
London, GB Full-Time Marex Solutions About Marex Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets. The group provides comprehensive breadth and depth of coverage across four core services: clearing, agency and execution, market making, and hedging and investment solutions. It has a leading franchise in many major metals, energy and agricultural products, with access to 60 exchanges. The group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. With more than 40 offices worldwide, the group has over 2,300 employees across Europe, Asia and the Americas. Marex Hedging Solutions department has some of the most experienced teams in the world, specialising in the manufacture and distribution of customised derivative products on Equities, Commodities, Credit, FX, Funds, Fixed Income and Digital Assets. These products are distributed to customers through two specialist channels: Risk Management and Financial Products This role covers the Agricultural Commodities Sales function within the Marex Hedging Solutions department. Role Summary We are looking for ambitious, proactive individual who will be responsible for a portfolio of Agricultural Commodities Sales products. This is an entry level position with the opportunity to work autonomously, and also as part of a team engaging directly with clients. This is an opportunity for someone with strong commercial awareness and the ability to maintain a good relationship with clients and find new ones to bring flow. Responsibilities Provide high-quality sales coverage across the EMEA region for OTC Agricultural Commodities clients of Marex Solutions. Create value and capture revenues from existing client base as well as developing your own new client pipeline. Work with brokers across Marex, and other divisions of the firm in driving synergies and potential new business opportunities. Liaise with Internal Stakeholders across the business (Credit / Compliance / Legal / Onboarding / Ops / Trading / Risk) to ensure compliance with the company's policies and procedures with regards to day-to-day business activity and client communication. Sales of OTC Commodities derivatives within the EMEA markets with a focus on Agricultural clients. Supporting senior team members with coverage of existing clients, onboarding of new clients, and business development workflows. Over time, expected to build and manage own direct client base, contributing to the growth of the EMEA OTC Agricultural business. Dealing in commodity derivatives, in particular agricultural commodities products Directly corresponding with clients. Clients include commodity trading houses, merchants, processors, producers, and other corporates with an exposure to agricultural commodities prices. Responsible for assisting with the onboarding of any new client relationships and maintaining of existing client relationships, assisting with support processes as required by colleagues, and engaging and updating clients. Working efficiently and supporting with making efficiencies e.g. assisting in the preparation of any new required frameworks. Collaboration with central operations functions which support the trading role including but not limited to Operations and Technology. Strategising to increase P&L, requiring analysis of markets and products, and seek to find opportunities to synergise with other areas of the Hedging Solutions business such as the Energy, Metals and FX teams to identify cross-selling opportunities. Ensuring compliance with the company's regulatory requirements under the FCA. Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with. Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values. At all times complying with the FCA's Code of Conduct Carrying out regulatory activities under the Marex Financial trading books Liaising with clients in EMEA region To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility To report any breaches of policy to Compliance and/ or your supervisor as required To escalate risk events immediately To provide input to risk management processes, as required. Skills and Experience Good understanding of global commodities markets and, in particular, Agricultural markets Good knowledge of financial derivatives and how these can be used/structured to help clients to manage their underlying commodity price risks. Strong analytical skills Comprehensive knowledge of the financial service markets and relevant regulatory requirements Experience of the infrastructural support required to efficiently support a Commodity derivative sales business Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this FCA Certification (preferred - but can be achieved in the role) Language skills: knowledge of one or more European languages will be a plus Excellent verbal written and communication skills A collaborative team player, that is approachable, self-efficient and influences a positive work environment Excels at building relationships, networking and influencing others Resilient in a challenging, fast-paced environment Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness Strong communication, interpersonal and sales skills with a proven track record of forming strong long-lasting relationships. Dependable, self-motivated, and resilient individual, with a proven ability to work as a proactive team player. Strong attention to detail, particularly in a high-pressure environment. Conduct Rules You must: Act with integrity Act with due skill, care and diligence Be open and cooperative with the FCA, the PRA and other regulators Pay due regard to the interests of customers and treat them fairly Observe proper standard of market conduct Company Values Acting as a role model for the values of the Company: Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly. Integrity - Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do - our clients expect this and we demand it of ourselves. Collaborative - We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do. Developing our People - Our people are the basis of our competitive advantage. We look to "grow our own" and make Marex the place ambitious, hardworking, talented people choose to build their careers. Adaptable and Nimble - Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction. Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company. Candidates outside of this range will also be considered
Jan 20, 2026
Full time
London, GB Full-Time Marex Solutions About Marex Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets. The group provides comprehensive breadth and depth of coverage across four core services: clearing, agency and execution, market making, and hedging and investment solutions. It has a leading franchise in many major metals, energy and agricultural products, with access to 60 exchanges. The group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. With more than 40 offices worldwide, the group has over 2,300 employees across Europe, Asia and the Americas. Marex Hedging Solutions department has some of the most experienced teams in the world, specialising in the manufacture and distribution of customised derivative products on Equities, Commodities, Credit, FX, Funds, Fixed Income and Digital Assets. These products are distributed to customers through two specialist channels: Risk Management and Financial Products This role covers the Agricultural Commodities Sales function within the Marex Hedging Solutions department. Role Summary We are looking for ambitious, proactive individual who will be responsible for a portfolio of Agricultural Commodities Sales products. This is an entry level position with the opportunity to work autonomously, and also as part of a team engaging directly with clients. This is an opportunity for someone with strong commercial awareness and the ability to maintain a good relationship with clients and find new ones to bring flow. Responsibilities Provide high-quality sales coverage across the EMEA region for OTC Agricultural Commodities clients of Marex Solutions. Create value and capture revenues from existing client base as well as developing your own new client pipeline. Work with brokers across Marex, and other divisions of the firm in driving synergies and potential new business opportunities. Liaise with Internal Stakeholders across the business (Credit / Compliance / Legal / Onboarding / Ops / Trading / Risk) to ensure compliance with the company's policies and procedures with regards to day-to-day business activity and client communication. Sales of OTC Commodities derivatives within the EMEA markets with a focus on Agricultural clients. Supporting senior team members with coverage of existing clients, onboarding of new clients, and business development workflows. Over time, expected to build and manage own direct client base, contributing to the growth of the EMEA OTC Agricultural business. Dealing in commodity derivatives, in particular agricultural commodities products Directly corresponding with clients. Clients include commodity trading houses, merchants, processors, producers, and other corporates with an exposure to agricultural commodities prices. Responsible for assisting with the onboarding of any new client relationships and maintaining of existing client relationships, assisting with support processes as required by colleagues, and engaging and updating clients. Working efficiently and supporting with making efficiencies e.g. assisting in the preparation of any new required frameworks. Collaboration with central operations functions which support the trading role including but not limited to Operations and Technology. Strategising to increase P&L, requiring analysis of markets and products, and seek to find opportunities to synergise with other areas of the Hedging Solutions business such as the Energy, Metals and FX teams to identify cross-selling opportunities. Ensuring compliance with the company's regulatory requirements under the FCA. Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with. Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values. At all times complying with the FCA's Code of Conduct Carrying out regulatory activities under the Marex Financial trading books Liaising with clients in EMEA region To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility To report any breaches of policy to Compliance and/ or your supervisor as required To escalate risk events immediately To provide input to risk management processes, as required. Skills and Experience Good understanding of global commodities markets and, in particular, Agricultural markets Good knowledge of financial derivatives and how these can be used/structured to help clients to manage their underlying commodity price risks. Strong analytical skills Comprehensive knowledge of the financial service markets and relevant regulatory requirements Experience of the infrastructural support required to efficiently support a Commodity derivative sales business Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this FCA Certification (preferred - but can be achieved in the role) Language skills: knowledge of one or more European languages will be a plus Excellent verbal written and communication skills A collaborative team player, that is approachable, self-efficient and influences a positive work environment Excels at building relationships, networking and influencing others Resilient in a challenging, fast-paced environment Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness Strong communication, interpersonal and sales skills with a proven track record of forming strong long-lasting relationships. Dependable, self-motivated, and resilient individual, with a proven ability to work as a proactive team player. Strong attention to detail, particularly in a high-pressure environment. Conduct Rules You must: Act with integrity Act with due skill, care and diligence Be open and cooperative with the FCA, the PRA and other regulators Pay due regard to the interests of customers and treat them fairly Observe proper standard of market conduct Company Values Acting as a role model for the values of the Company: Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly. Integrity - Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do - our clients expect this and we demand it of ourselves. Collaborative - We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do. Developing our People - Our people are the basis of our competitive advantage. We look to "grow our own" and make Marex the place ambitious, hardworking, talented people choose to build their careers. Adaptable and Nimble - Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction. Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company. Candidates outside of this range will also be considered
Our premium brand Automotive client is currently recruiting for the following role: Procurement Specialist - Automotive - 41/hr (Inside IR35) - Warwickshire (Hybrid Potential) - 12 Months (maternity cover) The Opportunity - Reporting to the Procurement Manager you will have Global responsibility for specific commodities. You will utilise your experience to analyse, define, and implement market and sourcing strategies for your designated commodities. You will lead the Global sourcing activity through the Global Sourcing Process (GSP) up to contract award (SCPA). Both Global Strategy and Sourcing activity will be supported by the Regional Delivery teams for your commodities, utilising regional market intelligence and expertise. - You will lead the development of the supplier and internal stakeholder relationships to ensure strategic and programme alignment. You will manage suppliers within your designated commodities, responsible for Supplier Business Reviews ensuring that the Global Commodity Strategy and Supply Base Market strategy is effectively deployed throughout all of client and the external supply chain. - You will support and work closely with the Regional Delivery teams and engage with specialists within the Procurement Function as required to ensure optimum value creation and delivery for the client, as well as leading stakeholder relationships and ensuring the client is appropriately represented both internally and externally - This role is a pivotal role for interface with other key functions and acts as a core conduit for true cross functional working across Production Procurement, MP&L, STA, Product Engineering, Cost Engineering and Manufacturing. Key Performance Indicators - Strategic Commodity Dossier/Commodity Business Plan delivery and coverage - New model cost target achievement at sourcing (Pre SCPA) - Net Cost Reporting targets and strategic should-cost Gap Closure Plan targets (Post SCPA) - Supplier performance management - GSP performance metrics Key Accountabilities and Responsibilities Strategy & Sourcing : - Responsible for Strategic Commodity Dossier (SCD) and Commodity Business Plan (CBP) delivery, ensuring relevant data is updated and understood in order to make strategic recommendations - With support from the Strategic Analyst, accountable for obtaining and understanding analytics on suppliers, market and business requirements is available - Responsible for creation, delivery and execution of SCD and CBP to specific sourcing requirements including supplier selection and sourcing approach in line with client sourcing guidelines e.g. Achilles Registration and Supplier Risk Assessment - Deliver sourcing in line with policy and to agreed targets through GSP and deploying TCO/TVO approach - Responsible for timely and accurate GSAD submission, Procurement deliverables and GSP process adherence for the Strategic team - Lead supplier negotiations and contracting with the support of the Regional teams including legal and financial approval pre SCPA, also engaging specialist teams where appropriate e.g. Global Procurement Finance (GPF) - Work with the Capacity Planning Team (CPT) to ensure sufficient capacity at nomination and manage strategic capacity changes and constraints - Identify Make vs Buy opportunities, supporting MBO to develop business justifications when required Cost Management : - Ensure robust cost model development and input to cost target setting process, supporting cost event outcomes (pre SCPA) driving programme target alignment - Ensure key cost management information is accurate and documented (e.g. CDTS pre contract award) - Key Procurement representative at Module Business Teams (MBT) to ensure cross-functional alignment on quality, cost, delivery and time requirements pre SCPA - Lead stakeholder alignment in relation to; programme targets, red book, take rates and volumes, delivery buying teams and utilising specialists as required cross architecture, carlines - Ensure alignment with Regional Buyer & Cost Engineering to ensure strategic cost gap closure plans in place and actioned - Ensure delivery of material cost (NCR) to target pre and post SCPA working closely with the Regional Delivery teams - Supplier Relationship Management : - Working with the Regional Delivery Teams, lead the development of the supplier relationships globally for your designated commodities - Participate in Supplier Business Reviews to develop supplier relationships in accordance with the supplier segmentation model - Ensure supplier briefing templates are kept up-to-date to enable senior stakeholder briefings Other: - Act as central co-ordination to ensure appropriate information exchange from and to all regional buyers - Ensure effective handover for regional team(s) post SCPA using defined handover process - Ensure compliance to the client Way and KWS processes driving system compliance throughout the supply chain by maintaining the Procurement systems to ensure data integrity and therefore system performance - Manage Supplier, and Supply Chain Risk Management for assigned commodities post SCPA, ensuring the supply chain operates in accordance with client quality process (or equivalent), customer and governmental regulations - Participate in Global functional improvement projects, process improvements and activities as required - Undertake any other work as directed by their line manager in connection with their job as may be requested Knowledge, Skills and Experience Essential - Degree qualified or equivalent procurement specialist experience - Ability to work independently, results driven, demonstrating tenacity, drive and perseverance with the ability to deliver operational plans in a complex, highly demanding environment. - Capability to create high quality long term Procurement strategies - A resilient and enthusiastic individual who responds constructively to new ideas and inputs - A strong communicator with the ability to communicate effectively with key stakeholders to influence cross-functional engagement - An effective team player, actively develops and supports team members - Maintaining compliance with standard policies and procedures - Translating analytical results into detailed, robust actionable recommendations to the business Desirable: - An individual with the ability to challenge existing thinking in a positive way whilst building credibility and trust through experience and personal style - Experience of working in a global, multi-cultural environment Additional information: This role is on a contract basis and is Inside IR35. The role is for 12 Months covering maternity leave The services advertised by Premea Limited for this vacancy are those of an Employment Business. Premea is a specialist IT & Engineering recruitment consultancy representing clients in the UK and internationally within the Automotive, Motorsport and Aerospace sectors.
Jan 19, 2026
Contractor
Our premium brand Automotive client is currently recruiting for the following role: Procurement Specialist - Automotive - 41/hr (Inside IR35) - Warwickshire (Hybrid Potential) - 12 Months (maternity cover) The Opportunity - Reporting to the Procurement Manager you will have Global responsibility for specific commodities. You will utilise your experience to analyse, define, and implement market and sourcing strategies for your designated commodities. You will lead the Global sourcing activity through the Global Sourcing Process (GSP) up to contract award (SCPA). Both Global Strategy and Sourcing activity will be supported by the Regional Delivery teams for your commodities, utilising regional market intelligence and expertise. - You will lead the development of the supplier and internal stakeholder relationships to ensure strategic and programme alignment. You will manage suppliers within your designated commodities, responsible for Supplier Business Reviews ensuring that the Global Commodity Strategy and Supply Base Market strategy is effectively deployed throughout all of client and the external supply chain. - You will support and work closely with the Regional Delivery teams and engage with specialists within the Procurement Function as required to ensure optimum value creation and delivery for the client, as well as leading stakeholder relationships and ensuring the client is appropriately represented both internally and externally - This role is a pivotal role for interface with other key functions and acts as a core conduit for true cross functional working across Production Procurement, MP&L, STA, Product Engineering, Cost Engineering and Manufacturing. Key Performance Indicators - Strategic Commodity Dossier/Commodity Business Plan delivery and coverage - New model cost target achievement at sourcing (Pre SCPA) - Net Cost Reporting targets and strategic should-cost Gap Closure Plan targets (Post SCPA) - Supplier performance management - GSP performance metrics Key Accountabilities and Responsibilities Strategy & Sourcing : - Responsible for Strategic Commodity Dossier (SCD) and Commodity Business Plan (CBP) delivery, ensuring relevant data is updated and understood in order to make strategic recommendations - With support from the Strategic Analyst, accountable for obtaining and understanding analytics on suppliers, market and business requirements is available - Responsible for creation, delivery and execution of SCD and CBP to specific sourcing requirements including supplier selection and sourcing approach in line with client sourcing guidelines e.g. Achilles Registration and Supplier Risk Assessment - Deliver sourcing in line with policy and to agreed targets through GSP and deploying TCO/TVO approach - Responsible for timely and accurate GSAD submission, Procurement deliverables and GSP process adherence for the Strategic team - Lead supplier negotiations and contracting with the support of the Regional teams including legal and financial approval pre SCPA, also engaging specialist teams where appropriate e.g. Global Procurement Finance (GPF) - Work with the Capacity Planning Team (CPT) to ensure sufficient capacity at nomination and manage strategic capacity changes and constraints - Identify Make vs Buy opportunities, supporting MBO to develop business justifications when required Cost Management : - Ensure robust cost model development and input to cost target setting process, supporting cost event outcomes (pre SCPA) driving programme target alignment - Ensure key cost management information is accurate and documented (e.g. CDTS pre contract award) - Key Procurement representative at Module Business Teams (MBT) to ensure cross-functional alignment on quality, cost, delivery and time requirements pre SCPA - Lead stakeholder alignment in relation to; programme targets, red book, take rates and volumes, delivery buying teams and utilising specialists as required cross architecture, carlines - Ensure alignment with Regional Buyer & Cost Engineering to ensure strategic cost gap closure plans in place and actioned - Ensure delivery of material cost (NCR) to target pre and post SCPA working closely with the Regional Delivery teams - Supplier Relationship Management : - Working with the Regional Delivery Teams, lead the development of the supplier relationships globally for your designated commodities - Participate in Supplier Business Reviews to develop supplier relationships in accordance with the supplier segmentation model - Ensure supplier briefing templates are kept up-to-date to enable senior stakeholder briefings Other: - Act as central co-ordination to ensure appropriate information exchange from and to all regional buyers - Ensure effective handover for regional team(s) post SCPA using defined handover process - Ensure compliance to the client Way and KWS processes driving system compliance throughout the supply chain by maintaining the Procurement systems to ensure data integrity and therefore system performance - Manage Supplier, and Supply Chain Risk Management for assigned commodities post SCPA, ensuring the supply chain operates in accordance with client quality process (or equivalent), customer and governmental regulations - Participate in Global functional improvement projects, process improvements and activities as required - Undertake any other work as directed by their line manager in connection with their job as may be requested Knowledge, Skills and Experience Essential - Degree qualified or equivalent procurement specialist experience - Ability to work independently, results driven, demonstrating tenacity, drive and perseverance with the ability to deliver operational plans in a complex, highly demanding environment. - Capability to create high quality long term Procurement strategies - A resilient and enthusiastic individual who responds constructively to new ideas and inputs - A strong communicator with the ability to communicate effectively with key stakeholders to influence cross-functional engagement - An effective team player, actively develops and supports team members - Maintaining compliance with standard policies and procedures - Translating analytical results into detailed, robust actionable recommendations to the business Desirable: - An individual with the ability to challenge existing thinking in a positive way whilst building credibility and trust through experience and personal style - Experience of working in a global, multi-cultural environment Additional information: This role is on a contract basis and is Inside IR35. The role is for 12 Months covering maternity leave The services advertised by Premea Limited for this vacancy are those of an Employment Business. Premea is a specialist IT & Engineering recruitment consultancy representing clients in the UK and internationally within the Automotive, Motorsport and Aerospace sectors.
Axis CLC is a national property maintenance and compliance partner, backed by over 110 years of combined experience. We employ more than 2,500 people and support over 400 clients across the UK, delivering essential repairs, refurbishment and building safety services that keep homes and public buildings operating at their best. Each year we complete over 400,000 repairs, helping to keep tenants safe, properties performing and owners fully compliant. We are looking for an FP&A Analyst to join our Group Finance team, supporting the delivery of high-quality financial insight, reporting and analysis across the business. Reporting to the Head of FP&A, this role acts as the dedicated finance analyst for the Group and trading entities. You will work closely with senior finance leaders, operational teams and the wider business, playing a key role in board-level reporting, budgeting and forecasting, and supporting strategic decision-making. This is a highly visible role within a private equity backed organisation, offering exposure to senior stakeholders and involvement in transformation initiatives, including the implementation of a new ERP system and the development of enhanced reporting frameworks. Key Responsibilities You will: Act as the dedicated FP&A analyst for the Group and trading entities, building strong relationships across finance and operations Build, own and maintain budgeting, forecasting and reforecasting models and outputs, ensuring accuracy, consistency and alignment with business strategy Deliver clear, insightful financial analysis to support strategic and operational decision-making Support the preparation of monthly board, lender and senior management reports Own and develop reporting within Datarails, acting as the go-to person for reporting queries, report builds and system improvements Develop robust Excel-based reports, financial models and performance analysis to support profitability and investment decisions Support integration and change initiatives, including ERP implementation and reporting framework development Partner with finance colleagues to ensure data integrity, strong controls and consistent reporting across the Group Skills, Knowledge & Experience Essential: Proven experience in an FP&A Analyst, Finance Analyst or Management Accounting role Strong knowledge of budgeting, forecasting and variance analysis Advanced Excel skills, with experience building financial models and reports Strong analytical and commercial insight, with the ability to translate data into clear, actionable insight Confidence working with senior stakeholders and non-finance colleagues Desirable: Experience working in a group or multi-entity environment Hands-on experience with Datarails or other BI / MI reporting tools Exposure to finance transformation, ERP or integration projects Experience within property, construction, maintenance or related services sectors What We Offer Salary: £55,000 £60,000 per annum A competitive salary package with a performance-related bonus Pension scheme and life assurance 25 days holiday + bank holidays Perkbox (discounts, perks & wellbeing offers) 1 paid volunteer day £2,000 refer-a-friend bonus after the referee passes probation Opportunities for development and progression across Axis CLC Why Axis CLC Joining Axis CLC means being part of a national team delivering essential services across housing, education, healthcare, defence and commercial property. We value insight, quality and evidence-based decision-making, and offer roles where your work directly influences business performance and long-term growth. Our Commitment to Inclusion Many faces, one Axis CLC. We value diversity and are proud to be an equal-opportunity employer. If you require any adjustments during the hiring process, please let us know.
Jan 19, 2026
Full time
Axis CLC is a national property maintenance and compliance partner, backed by over 110 years of combined experience. We employ more than 2,500 people and support over 400 clients across the UK, delivering essential repairs, refurbishment and building safety services that keep homes and public buildings operating at their best. Each year we complete over 400,000 repairs, helping to keep tenants safe, properties performing and owners fully compliant. We are looking for an FP&A Analyst to join our Group Finance team, supporting the delivery of high-quality financial insight, reporting and analysis across the business. Reporting to the Head of FP&A, this role acts as the dedicated finance analyst for the Group and trading entities. You will work closely with senior finance leaders, operational teams and the wider business, playing a key role in board-level reporting, budgeting and forecasting, and supporting strategic decision-making. This is a highly visible role within a private equity backed organisation, offering exposure to senior stakeholders and involvement in transformation initiatives, including the implementation of a new ERP system and the development of enhanced reporting frameworks. Key Responsibilities You will: Act as the dedicated FP&A analyst for the Group and trading entities, building strong relationships across finance and operations Build, own and maintain budgeting, forecasting and reforecasting models and outputs, ensuring accuracy, consistency and alignment with business strategy Deliver clear, insightful financial analysis to support strategic and operational decision-making Support the preparation of monthly board, lender and senior management reports Own and develop reporting within Datarails, acting as the go-to person for reporting queries, report builds and system improvements Develop robust Excel-based reports, financial models and performance analysis to support profitability and investment decisions Support integration and change initiatives, including ERP implementation and reporting framework development Partner with finance colleagues to ensure data integrity, strong controls and consistent reporting across the Group Skills, Knowledge & Experience Essential: Proven experience in an FP&A Analyst, Finance Analyst or Management Accounting role Strong knowledge of budgeting, forecasting and variance analysis Advanced Excel skills, with experience building financial models and reports Strong analytical and commercial insight, with the ability to translate data into clear, actionable insight Confidence working with senior stakeholders and non-finance colleagues Desirable: Experience working in a group or multi-entity environment Hands-on experience with Datarails or other BI / MI reporting tools Exposure to finance transformation, ERP or integration projects Experience within property, construction, maintenance or related services sectors What We Offer Salary: £55,000 £60,000 per annum A competitive salary package with a performance-related bonus Pension scheme and life assurance 25 days holiday + bank holidays Perkbox (discounts, perks & wellbeing offers) 1 paid volunteer day £2,000 refer-a-friend bonus after the referee passes probation Opportunities for development and progression across Axis CLC Why Axis CLC Joining Axis CLC means being part of a national team delivering essential services across housing, education, healthcare, defence and commercial property. We value insight, quality and evidence-based decision-making, and offer roles where your work directly influences business performance and long-term growth. Our Commitment to Inclusion Many faces, one Axis CLC. We value diversity and are proud to be an equal-opportunity employer. If you require any adjustments during the hiring process, please let us know.
At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career.We're an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund's lifecycle.Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose.Join our journey and discover what makes us the bright alternative. About the role: Reports to: Senior Manager - Emerging Applications Portfolio The Anaplan Platform Support Specialist will assist in maintaining, developing, and supporting Anaplan models used for fund waterfalls, carried interest calculations, and scenario-based analytics. You will collaborate with business stakeholders, model builders, and integration teams to ensure Anaplan delivers accurate, scalable, and auditable financial modelling solutions aligned to Aztec's operational strategy. You will operate within Aztec's application governance and ISAE 3402 control framework, ensuring all changes are tested, approved, documented, and auditable, while supporting the integrity of model logic and data integrations. Key responsibilities: Model Maintenance & Administration Maintain and update Anaplan models, lists, and dashboards, following ACLM (Application Configuration Lifecycle Management) standards Manage user access, security, and workspace allocation Troubleshoot data load and logic issues, ensuring timely resolution Ensure all model and configuration changes are properly tested, documented, and approved through the Change Advisory Board (CAB) process Manage user roles and access rights in line with ISAE control requirements Maintain audit trails, version logs, and testing evidence for all changesIntegration & Data Management Assist with integration of Anaplan to upstream and downstream systems (eFront, Databricks, Excel) Maintain mapping documentation, data-load schedules, and validation checks Work with Data Engineers to optimise data flows for performance and integrityIncident & Service Management Investigate and resolve platform incidents and user issues in line with defined SLAs Support data reconciliation and validation between Anaplan and connected systems (eFront, Databricks, Excel) Escalate recurring issues and contribute to problem management and process refinement.Collaboration & Governance Support the Waterfall Centre of Excellence (CoE) and model builders to validate outputs Document processes and maintain a knowledge base for users and administrators Contribute to the refinement of modelling standards and best practices Participate in periodic access reviews and ISAE control testing Support the Waterfall CoE and business stakeholders by ensuring modelling consistency and audit readiness Skills, Knowledge & Expertise 3-5 years' experience supporting or administering Anaplan Strong Excel and logic-modelling skills; confident managing hierarchies and calculations Understanding of carried interest, GP/LP allocations, and fund structures Working knowledge of change control, configuration management, and ISAE audit practices Proactive problem-solver with strong communication and collaboration skillsDesirable: Anaplan Level 2 Model Builder certification or in progress Familiarity with ACLM tools, APIs, or integration methods Exposure to financial modelling in fund administration or private-markets financeQualifications & Experience Degree in Finance, Information Systems, or related discipline 3-5 years' experience in financial technology or platform supportCareer Development & OpportunityThis role provides a progression path to Anaplan Solution Architect or Product Analyst - Modelling Automation, building core technical and analytical expertise in one of Aztec's most strategic automation platforms. Aztec will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do. Join our Talent CommunityAt Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We're an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund's lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join us and discover what makes us the bright alternative.
Jan 19, 2026
Full time
At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career.We're an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund's lifecycle.Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose.Join our journey and discover what makes us the bright alternative. About the role: Reports to: Senior Manager - Emerging Applications Portfolio The Anaplan Platform Support Specialist will assist in maintaining, developing, and supporting Anaplan models used for fund waterfalls, carried interest calculations, and scenario-based analytics. You will collaborate with business stakeholders, model builders, and integration teams to ensure Anaplan delivers accurate, scalable, and auditable financial modelling solutions aligned to Aztec's operational strategy. You will operate within Aztec's application governance and ISAE 3402 control framework, ensuring all changes are tested, approved, documented, and auditable, while supporting the integrity of model logic and data integrations. Key responsibilities: Model Maintenance & Administration Maintain and update Anaplan models, lists, and dashboards, following ACLM (Application Configuration Lifecycle Management) standards Manage user access, security, and workspace allocation Troubleshoot data load and logic issues, ensuring timely resolution Ensure all model and configuration changes are properly tested, documented, and approved through the Change Advisory Board (CAB) process Manage user roles and access rights in line with ISAE control requirements Maintain audit trails, version logs, and testing evidence for all changesIntegration & Data Management Assist with integration of Anaplan to upstream and downstream systems (eFront, Databricks, Excel) Maintain mapping documentation, data-load schedules, and validation checks Work with Data Engineers to optimise data flows for performance and integrityIncident & Service Management Investigate and resolve platform incidents and user issues in line with defined SLAs Support data reconciliation and validation between Anaplan and connected systems (eFront, Databricks, Excel) Escalate recurring issues and contribute to problem management and process refinement.Collaboration & Governance Support the Waterfall Centre of Excellence (CoE) and model builders to validate outputs Document processes and maintain a knowledge base for users and administrators Contribute to the refinement of modelling standards and best practices Participate in periodic access reviews and ISAE control testing Support the Waterfall CoE and business stakeholders by ensuring modelling consistency and audit readiness Skills, Knowledge & Expertise 3-5 years' experience supporting or administering Anaplan Strong Excel and logic-modelling skills; confident managing hierarchies and calculations Understanding of carried interest, GP/LP allocations, and fund structures Working knowledge of change control, configuration management, and ISAE audit practices Proactive problem-solver with strong communication and collaboration skillsDesirable: Anaplan Level 2 Model Builder certification or in progress Familiarity with ACLM tools, APIs, or integration methods Exposure to financial modelling in fund administration or private-markets financeQualifications & Experience Degree in Finance, Information Systems, or related discipline 3-5 years' experience in financial technology or platform supportCareer Development & OpportunityThis role provides a progression path to Anaplan Solution Architect or Product Analyst - Modelling Automation, building core technical and analytical expertise in one of Aztec's most strategic automation platforms. Aztec will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do. Join our Talent CommunityAt Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We're an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund's lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join us and discover what makes us the bright alternative.
Work where work matters. Elevate your career at Qodea, where innovation isn't just a buzzword, it's in our DNA. We are a global technology group built for what's next, offering high calibre professionals the platform for high stakes work, the kind of work that defines an entire career. When you join us, you're not just taking on projects, you're solving problems that don't even have answers yet. You will join the exclusive roster of talent that global leaders, including Google, Snap, Diageo, PayPal, and Jaguar Land Rover call when deadlines seem impossible, when others have already tried and failed, and when the solution absolutely has to work. Forget routine consultancy. You will operate where technology, design, and human behaviour meet to deliver tangible outcomes, fast. This is work that leaves a mark, work you'll be proud to tell your friends about. Qodea is built for what's next. An environment where your skills will evolve at the frontier of innovation and AI, ensuring continuous growth and development. We are looking for a Senior Data Analyst to join our Professional Services team. We look for people who embody: Innovation to solve the hardest problems. Accountability for every result. Integrity always. About The Role Serve as a Senior Data Analyst, leveraging cloud technology skills in a dynamic and evolving consulting environment. Solve complex customer-facing challenges, helping diverse organizations to create and modernize data analytics platforms as they move to the cloud. Analyze and define project requirements, and manage the end-to-end execution process. Liaise with multiple stakeholders daily to ensure the timely delivery of appropriate outputs in accordance with project plans and deadlines. Investigate and utilize a wide variety of new and available technologies and software. This role is designed for impact, and we believe our best work happens when we connect. While we operate a flexible model, we expect you to spend time on site (at our offices or a client location) for collaboration sessions, customer meetings, and internal workshops. What You'll Do Use your significant experience of working with Looker Enterprise to analyze and define project requirements, and manage the end-to-end execution process of migrating their current reporting suite to Looker Enterprise. Deepen your understanding of the Looker BI Suite and Big Query, as well as surrounding GCP concepts such as IAM roles, Logging and Monitoring Understand customer business requirements and advise the best way to fulfil these with the data and tools available Investigate data necessary to achieve desired business outcomes Concisely and thoroughly document processes relating to customer data requirements Provide training and pair-programming sessions for clients to upskill them in using Looker and associated GCP services Develop internal tooling, and improve processes, for the wider data analytics team and Qodea business. You will love to find ways to do things better What Success Looks Like Significant professional experience working in a Data Analytics role, ideally in a customer facing consultancy role Professional hands on experience working with Looker Enterprise (including instance management, LookML development, user access set up and building visualisations) and Looker Studio (Looker Studio Pro experience is desirable) Strong data processing experience and understanding of developing against common database technologies (such as MS SQL, PostgreSQL, MySQL, etc) Understanding of developing visualisations and reports using BI solutions (such as Looker, Google Data Studio, Tableau, PowerBI, etc) Comprehensive problem solving skills and proven ability to apply creative and innovative thinking, identify and support the resolution of data quality and integrity issues Confident in presenting findings in an effective, structured and actionable way to a wide set of audiences with varying levels of understanding Excellent planning, prioritisation, organisational and time management skills, being able to work both as part of a team and independently, and delegate tasks to team members where appropriate Ability to meet regular and ad hoc deadlines, working under project plans and deadlines We believe in supporting our team members both professionally and personally. Here's how we invest in you: Compensation and Financial Wellbeing Competitive base salary. Matching pension scheme (up to 5%) from day one. Discretionary company bonus scheme. 4 annual salary Death in Service coverage from day one. Employee referral scheme. Tech Scheme. Health and Wellness Private medical insurance from day one. Optical and dental cash back scheme. app: access to remote GPs, second opinions, mental health support, and physiotherapy. EAP service. Cycle to Work scheme. Work Life Balance and Growth 36 days annual leave (inclusive of bank holidays). An extra paid day off for your birthday. Ten paid learning days per year. Flexible working hours. Market leading parental leave. Sabbatical leave (after five years). Work from anywhere (up to 3 weeks per year). Industry recognised training and certifications. Bonusly employee recognition and rewards platform. Clear opportunities for career development. Length of Service Awards. Regular company events. Diversity and Inclusion At Qodea, we champion diversity and inclusion. We believe that a career in IT should be open to everyone, regardless of race, ethnicity, gender, age, sexual orientation, disability, or neurotype. We value the unique talents and perspectives that each individual brings to our team, and we strive to create a fair and accessible hiring process for all.
Jan 18, 2026
Full time
Work where work matters. Elevate your career at Qodea, where innovation isn't just a buzzword, it's in our DNA. We are a global technology group built for what's next, offering high calibre professionals the platform for high stakes work, the kind of work that defines an entire career. When you join us, you're not just taking on projects, you're solving problems that don't even have answers yet. You will join the exclusive roster of talent that global leaders, including Google, Snap, Diageo, PayPal, and Jaguar Land Rover call when deadlines seem impossible, when others have already tried and failed, and when the solution absolutely has to work. Forget routine consultancy. You will operate where technology, design, and human behaviour meet to deliver tangible outcomes, fast. This is work that leaves a mark, work you'll be proud to tell your friends about. Qodea is built for what's next. An environment where your skills will evolve at the frontier of innovation and AI, ensuring continuous growth and development. We are looking for a Senior Data Analyst to join our Professional Services team. We look for people who embody: Innovation to solve the hardest problems. Accountability for every result. Integrity always. About The Role Serve as a Senior Data Analyst, leveraging cloud technology skills in a dynamic and evolving consulting environment. Solve complex customer-facing challenges, helping diverse organizations to create and modernize data analytics platforms as they move to the cloud. Analyze and define project requirements, and manage the end-to-end execution process. Liaise with multiple stakeholders daily to ensure the timely delivery of appropriate outputs in accordance with project plans and deadlines. Investigate and utilize a wide variety of new and available technologies and software. This role is designed for impact, and we believe our best work happens when we connect. While we operate a flexible model, we expect you to spend time on site (at our offices or a client location) for collaboration sessions, customer meetings, and internal workshops. What You'll Do Use your significant experience of working with Looker Enterprise to analyze and define project requirements, and manage the end-to-end execution process of migrating their current reporting suite to Looker Enterprise. Deepen your understanding of the Looker BI Suite and Big Query, as well as surrounding GCP concepts such as IAM roles, Logging and Monitoring Understand customer business requirements and advise the best way to fulfil these with the data and tools available Investigate data necessary to achieve desired business outcomes Concisely and thoroughly document processes relating to customer data requirements Provide training and pair-programming sessions for clients to upskill them in using Looker and associated GCP services Develop internal tooling, and improve processes, for the wider data analytics team and Qodea business. You will love to find ways to do things better What Success Looks Like Significant professional experience working in a Data Analytics role, ideally in a customer facing consultancy role Professional hands on experience working with Looker Enterprise (including instance management, LookML development, user access set up and building visualisations) and Looker Studio (Looker Studio Pro experience is desirable) Strong data processing experience and understanding of developing against common database technologies (such as MS SQL, PostgreSQL, MySQL, etc) Understanding of developing visualisations and reports using BI solutions (such as Looker, Google Data Studio, Tableau, PowerBI, etc) Comprehensive problem solving skills and proven ability to apply creative and innovative thinking, identify and support the resolution of data quality and integrity issues Confident in presenting findings in an effective, structured and actionable way to a wide set of audiences with varying levels of understanding Excellent planning, prioritisation, organisational and time management skills, being able to work both as part of a team and independently, and delegate tasks to team members where appropriate Ability to meet regular and ad hoc deadlines, working under project plans and deadlines We believe in supporting our team members both professionally and personally. Here's how we invest in you: Compensation and Financial Wellbeing Competitive base salary. Matching pension scheme (up to 5%) from day one. Discretionary company bonus scheme. 4 annual salary Death in Service coverage from day one. Employee referral scheme. Tech Scheme. Health and Wellness Private medical insurance from day one. Optical and dental cash back scheme. app: access to remote GPs, second opinions, mental health support, and physiotherapy. EAP service. Cycle to Work scheme. Work Life Balance and Growth 36 days annual leave (inclusive of bank holidays). An extra paid day off for your birthday. Ten paid learning days per year. Flexible working hours. Market leading parental leave. Sabbatical leave (after five years). Work from anywhere (up to 3 weeks per year). Industry recognised training and certifications. Bonusly employee recognition and rewards platform. Clear opportunities for career development. Length of Service Awards. Regular company events. Diversity and Inclusion At Qodea, we champion diversity and inclusion. We believe that a career in IT should be open to everyone, regardless of race, ethnicity, gender, age, sexual orientation, disability, or neurotype. We value the unique talents and perspectives that each individual brings to our team, and we strive to create a fair and accessible hiring process for all.