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.
Dec 08, 2025
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.
Location: Hybrid with flexible base location London - £48,987 to £61,234 per annum National: £45,168 to £56,461 per annum Hours: 36 hours per week - flexible options considered Contract Type: Permanent This is a great opportunity to join our team - Employer of the Year Housing Heroes awards 2025 and one of LinkedIn's Top Companies 2024. We're looking for a Technical Delivery Lead to play a critical part in the operation of our Microsoft Dynamics 365 Finance & Operations estate. With previous success in a Technical Delivery Lead or Engineering Manager role and a good understanding of Dynamics Finance & Operation and integration principles, you won't be expected to develop code but you must be technically confident, with a strong understanding of delivering best practices. Comfortable working in agile, cross-functional teams with a collaborative delivery culture, you'll work closely with technical teams, product owners, and business stakeholders to ensure high-quality, timely delivery of solutions that are robust, scalable, and support our mission as a housing association. As a natural collaborator who thrives on driving clarity, momentum, and alignment across diverse teams, you'll enjoy problem-solving and be confident navigating technical conversations. Leading small matrix teams in the end-to-end delivery of projects and initiatives, you'll communicate the necessary outcomes and the direction required to achieve them; coordinate team actions on project tasks; request additional team member support when needed; and identify areas of improvement to build the capability of the team through training, coaching, and mentoring. Balancing structure with flexibility and with excellent stakeholder management and communication skills, you'll be passionate about delivering real value through technology. With hybrid working, base locations across England and flexible working arrangements this could be the opportunity you've been looking for! Please review the full role profile and Behaviours & Mandatory Accountabilities on our website before applying. Salaries are just the starting point. Here at Clarion we're dedicated to rewarding hard work and commitment, and providing benefits that support you and your lifestyle. Not sure who we are and what we do? Click 'apply' to visit our website where you can dive in and find out more about us and the benefits we offer. Closing Date: Thursday 18th December 2025 at midnight. This is a hybrid role with a base location offered at one of our offices across England. Candidates may be expected to work from the office once per month. Occasional travel may be required. At Clarion Housing Group, we support the responsible use of AI. Please visit our website to view your guide to using AI during your recruitment process. You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment.
Dec 08, 2025
Full time
Location: Hybrid with flexible base location London - £48,987 to £61,234 per annum National: £45,168 to £56,461 per annum Hours: 36 hours per week - flexible options considered Contract Type: Permanent This is a great opportunity to join our team - Employer of the Year Housing Heroes awards 2025 and one of LinkedIn's Top Companies 2024. We're looking for a Technical Delivery Lead to play a critical part in the operation of our Microsoft Dynamics 365 Finance & Operations estate. With previous success in a Technical Delivery Lead or Engineering Manager role and a good understanding of Dynamics Finance & Operation and integration principles, you won't be expected to develop code but you must be technically confident, with a strong understanding of delivering best practices. Comfortable working in agile, cross-functional teams with a collaborative delivery culture, you'll work closely with technical teams, product owners, and business stakeholders to ensure high-quality, timely delivery of solutions that are robust, scalable, and support our mission as a housing association. As a natural collaborator who thrives on driving clarity, momentum, and alignment across diverse teams, you'll enjoy problem-solving and be confident navigating technical conversations. Leading small matrix teams in the end-to-end delivery of projects and initiatives, you'll communicate the necessary outcomes and the direction required to achieve them; coordinate team actions on project tasks; request additional team member support when needed; and identify areas of improvement to build the capability of the team through training, coaching, and mentoring. Balancing structure with flexibility and with excellent stakeholder management and communication skills, you'll be passionate about delivering real value through technology. With hybrid working, base locations across England and flexible working arrangements this could be the opportunity you've been looking for! Please review the full role profile and Behaviours & Mandatory Accountabilities on our website before applying. Salaries are just the starting point. Here at Clarion we're dedicated to rewarding hard work and commitment, and providing benefits that support you and your lifestyle. Not sure who we are and what we do? Click 'apply' to visit our website where you can dive in and find out more about us and the benefits we offer. Closing Date: Thursday 18th December 2025 at midnight. This is a hybrid role with a base location offered at one of our offices across England. Candidates may be expected to work from the office once per month. Occasional travel may be required. At Clarion Housing Group, we support the responsible use of AI. Please visit our website to view your guide to using AI during your recruitment process. You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment.
Clarion Housing Group Limited
Bristol, Gloucestershire
Location: Hybrid with flexible base location London - £48,987 to £61,234 per annum National: £45,168 to £56,461 per annum Hours: 36 hours per week - flexible options considered Contract Type: Permanent This is a great opportunity to join our team - Employer of the Year Housing Heroes awards 2025 and one of LinkedIn's Top Companies 2024 We're looking for a Technical Delivery Lead to play a critical part in the operation of our Microsoft Dynamics 365 Finance & Operations estate. With previous success in a Technical Delivery Lead or Engineering Manager role and a good understanding of Dynamics Finance & Operation and integration principles, you won't be expected to develop code but you must be technically confident, with a strong understanding of delivering best practices. Comfortable working in agile, cross-functional teams with a collaborative delivery culture, you'll work closely with technical teams, product owners, and business stakeholders to ensure high-quality, timely delivery of solutions that are robust, scalable, and support our mission as a housing association. As a natural collaborator who thrives on driving clarity, momentum, and alignment across diverse teams, you'll enjoy problem-solving and be confident navigating technical conversations. Leading small matrix teams in the end-to-end delivery of projects and initiatives, you'll communicate the necessary outcomes and the direction required to achieve them; coordinate team actions on project tasks; request additional team member support when needed; and identify areas of improvement to build the capability of the team through training, coaching, and mentoring. Balancing structure with flexibility and with excellent stakeholder management and communication skills, you'll be passionate about delivering real value through technology. With hybrid working, base locations across England and flexible working arrangements this could be the opportunity you've been looking for! Please review the full role profile and Behaviours & Mandatory Accountabilities on our website before applying. Salaries are just the starting point. Here at Clarion we're dedicated to rewarding hard work and commitment, and providing benefits that support you and your lifestyle. Not sure who we are and what we do? Click 'apply' to visit our website where you can dive in and find out more about us and the benefits we offer. Closing Date: Thursday 18th December 2025 at midnight. This is a hybrid role with a base location offered at one of our offices across England. Candidates may be expected to work from the office once per month. Occasional travel may be required. At Clarion Housing Group, we support the responsible use of AI. Please visit our website to view your guide to using AI during your recruitment process. You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment.
Dec 08, 2025
Full time
Location: Hybrid with flexible base location London - £48,987 to £61,234 per annum National: £45,168 to £56,461 per annum Hours: 36 hours per week - flexible options considered Contract Type: Permanent This is a great opportunity to join our team - Employer of the Year Housing Heroes awards 2025 and one of LinkedIn's Top Companies 2024 We're looking for a Technical Delivery Lead to play a critical part in the operation of our Microsoft Dynamics 365 Finance & Operations estate. With previous success in a Technical Delivery Lead or Engineering Manager role and a good understanding of Dynamics Finance & Operation and integration principles, you won't be expected to develop code but you must be technically confident, with a strong understanding of delivering best practices. Comfortable working in agile, cross-functional teams with a collaborative delivery culture, you'll work closely with technical teams, product owners, and business stakeholders to ensure high-quality, timely delivery of solutions that are robust, scalable, and support our mission as a housing association. As a natural collaborator who thrives on driving clarity, momentum, and alignment across diverse teams, you'll enjoy problem-solving and be confident navigating technical conversations. Leading small matrix teams in the end-to-end delivery of projects and initiatives, you'll communicate the necessary outcomes and the direction required to achieve them; coordinate team actions on project tasks; request additional team member support when needed; and identify areas of improvement to build the capability of the team through training, coaching, and mentoring. Balancing structure with flexibility and with excellent stakeholder management and communication skills, you'll be passionate about delivering real value through technology. With hybrid working, base locations across England and flexible working arrangements this could be the opportunity you've been looking for! Please review the full role profile and Behaviours & Mandatory Accountabilities on our website before applying. Salaries are just the starting point. Here at Clarion we're dedicated to rewarding hard work and commitment, and providing benefits that support you and your lifestyle. Not sure who we are and what we do? Click 'apply' to visit our website where you can dive in and find out more about us and the benefits we offer. Closing Date: Thursday 18th December 2025 at midnight. This is a hybrid role with a base location offered at one of our offices across England. Candidates may be expected to work from the office once per month. Occasional travel may be required. At Clarion Housing Group, we support the responsible use of AI. Please visit our website to view your guide to using AI during your recruitment process. You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment.
Location: Hybrid with flexible base location London - £48,987 to £61,234 per annum National: £45,168 to £56,461 per annum Hours: 36 hours per week - flexible options considered Contract Type: Permanent This is a great opportunity to join our team - Employer of the Year Housing Heroes awards 2025 and one of LinkedIn's Top Companies 2024 We're looking for a Technical Delivery Lead to play a critical part in the operation of our Microsoft Dynamics 365 Finance & Operations estate. With previous success in a Technical Delivery Lead or Engineering Manager role and a good understanding of Dynamics Finance & Operation and integration principles, you won't be expected to develop code but you must be technically confident, with a strong understanding of delivering best practices. Comfortable working in agile, cross-functional teams with a collaborative delivery culture, you'll work closely with technical teams, product owners, and business stakeholders to ensure high-quality, timely delivery of solutions that are robust, scalable, and support our mission as a housing association. As a natural collaborator who thrives on driving clarity, momentum, and alignment across diverse teams, you'll enjoy problem-solving and be confident navigating technical conversations. Leading small matrix teams in the end-to-end delivery of projects and initiatives, you'll communicate the necessary outcomes and the direction required to achieve them; coordinate team actions on project tasks; request additional team member support when needed; and identify areas of improvement to build the capability of the team through training, coaching, and mentoring. Balancing structure with flexibility and with excellent stakeholder management and communication skills, you'll be passionate about delivering real value through technology. With hybrid working, base locations across England and flexible working arrangements this could be the opportunity you've been looking for! Please review the full role profile and Behaviours & Mandatory Accountabilities on our website before applying. Salaries are just the starting point. Here at Clarion we're dedicated to rewarding hard work and commitment, and providing benefits that support you and your lifestyle. Not sure who we are and what we do? Click 'apply' to visit our website where you can dive in and find out more about us and the benefits we offer. Closing Date: Thursday 18th December 2025 at midnight. This is a hybrid role with a base location offered at one of our offices across England. Candidates may be expected to work from the office once per month. Occasional travel may be required. At Clarion Housing Group, we support the responsible use of AI. Please visit our website to view your guide to using AI during your recruitment process. You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment.
Dec 07, 2025
Full time
Location: Hybrid with flexible base location London - £48,987 to £61,234 per annum National: £45,168 to £56,461 per annum Hours: 36 hours per week - flexible options considered Contract Type: Permanent This is a great opportunity to join our team - Employer of the Year Housing Heroes awards 2025 and one of LinkedIn's Top Companies 2024 We're looking for a Technical Delivery Lead to play a critical part in the operation of our Microsoft Dynamics 365 Finance & Operations estate. With previous success in a Technical Delivery Lead or Engineering Manager role and a good understanding of Dynamics Finance & Operation and integration principles, you won't be expected to develop code but you must be technically confident, with a strong understanding of delivering best practices. Comfortable working in agile, cross-functional teams with a collaborative delivery culture, you'll work closely with technical teams, product owners, and business stakeholders to ensure high-quality, timely delivery of solutions that are robust, scalable, and support our mission as a housing association. As a natural collaborator who thrives on driving clarity, momentum, and alignment across diverse teams, you'll enjoy problem-solving and be confident navigating technical conversations. Leading small matrix teams in the end-to-end delivery of projects and initiatives, you'll communicate the necessary outcomes and the direction required to achieve them; coordinate team actions on project tasks; request additional team member support when needed; and identify areas of improvement to build the capability of the team through training, coaching, and mentoring. Balancing structure with flexibility and with excellent stakeholder management and communication skills, you'll be passionate about delivering real value through technology. With hybrid working, base locations across England and flexible working arrangements this could be the opportunity you've been looking for! Please review the full role profile and Behaviours & Mandatory Accountabilities on our website before applying. Salaries are just the starting point. Here at Clarion we're dedicated to rewarding hard work and commitment, and providing benefits that support you and your lifestyle. Not sure who we are and what we do? Click 'apply' to visit our website where you can dive in and find out more about us and the benefits we offer. Closing Date: Thursday 18th December 2025 at midnight. This is a hybrid role with a base location offered at one of our offices across England. Candidates may be expected to work from the office once per month. Occasional travel may be required. At Clarion Housing Group, we support the responsible use of AI. Please visit our website to view your guide to using AI during your recruitment process. You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment.
Finance Consultant (Microsoft D365 F&O) 50,000 - 75,000 + Bonus + Benefits UK Wide Source & Connect are proud to partner with an exceptional client on an exclusive basis. This is your chance to join a market-leading consulting organisation renowned for delivering transformative technology solutions to some of the world's most recognised brands. This business is not just about projects - it's about people and progression . You'll be part of a collaborative, forward-thinking team where your expertise is valued, and your career growth is a priority. With access to world-class training , exposure to global transformation programmes , and a clear path for advancement, you'll have every opportunity to shape your future while making a real impact. About the Role We are seeking an experienced Senior Finance Lead with expertise in Microsoft Dynamics 365 Finance & Operations (D365 F&O) to join a highly skilled consulting team. You'll work on high-profile, complex projects that deliver cutting-edge finance transformation solutions for strategic clients. You will combine deep finance process knowledge with technical expertise in D365 F&O to design and implement solutions that redefine finance operations and performance management. Key Responsibilities Act as a domain expert in one or more core finance areas: P2P, I2C, R2R, Project/Fixed Asset Accounting Assess finance operations and reporting requirements to recommend optimal solutions Support clients in defining business cases for D365 F&O-enabled finance transformation Lead pre-sales activities, scoping, and planning transformation programmes Drive delivery of key workstreams within D365 F&O-enabled programmes Share knowledge and mentor team members to build internal capability Serve as a trusted advisor, helping clients solve business challenges through technology-enabled change Skills & Experience Essential: Expertise in core finance processes (R2R, I2C, I2P or equivalent) Full lifecycle implementation experience with MS D365 F&O - Finance Strong understanding of ERP implementation methodologies Formal finance qualification or equivalent practical experience Ability to lead teams and develop talent Desired: Project Operations and Project Accounting experience Strong stakeholder management and communication skills Consulting or professional services experience MS D365 Finance & Operations certification What We Offer 50,000- 75,000 depending on experience and location + 5% bonus Up to 35 days holiday , pension contribution, private medical Hybrid working model across UK locations Opportunities to work on strategic, global transformation projects A collaborative environment focused on innovation and growth Continuous learning and development with fantastic career progression Ready to take the next step in your career? Apply today and join a team where your expertise drives real impact. For a full job description, please apply. Finance Consultant (Microsoft D365 F&O) 50,000 - 75,000 + Bonus + Benefits UK Wide
Dec 06, 2025
Full time
Finance Consultant (Microsoft D365 F&O) 50,000 - 75,000 + Bonus + Benefits UK Wide Source & Connect are proud to partner with an exceptional client on an exclusive basis. This is your chance to join a market-leading consulting organisation renowned for delivering transformative technology solutions to some of the world's most recognised brands. This business is not just about projects - it's about people and progression . You'll be part of a collaborative, forward-thinking team where your expertise is valued, and your career growth is a priority. With access to world-class training , exposure to global transformation programmes , and a clear path for advancement, you'll have every opportunity to shape your future while making a real impact. About the Role We are seeking an experienced Senior Finance Lead with expertise in Microsoft Dynamics 365 Finance & Operations (D365 F&O) to join a highly skilled consulting team. You'll work on high-profile, complex projects that deliver cutting-edge finance transformation solutions for strategic clients. You will combine deep finance process knowledge with technical expertise in D365 F&O to design and implement solutions that redefine finance operations and performance management. Key Responsibilities Act as a domain expert in one or more core finance areas: P2P, I2C, R2R, Project/Fixed Asset Accounting Assess finance operations and reporting requirements to recommend optimal solutions Support clients in defining business cases for D365 F&O-enabled finance transformation Lead pre-sales activities, scoping, and planning transformation programmes Drive delivery of key workstreams within D365 F&O-enabled programmes Share knowledge and mentor team members to build internal capability Serve as a trusted advisor, helping clients solve business challenges through technology-enabled change Skills & Experience Essential: Expertise in core finance processes (R2R, I2C, I2P or equivalent) Full lifecycle implementation experience with MS D365 F&O - Finance Strong understanding of ERP implementation methodologies Formal finance qualification or equivalent practical experience Ability to lead teams and develop talent Desired: Project Operations and Project Accounting experience Strong stakeholder management and communication skills Consulting or professional services experience MS D365 Finance & Operations certification What We Offer 50,000- 75,000 depending on experience and location + 5% bonus Up to 35 days holiday , pension contribution, private medical Hybrid working model across UK locations Opportunities to work on strategic, global transformation projects A collaborative environment focused on innovation and growth Continuous learning and development with fantastic career progression Ready to take the next step in your career? Apply today and join a team where your expertise drives real impact. For a full job description, please apply. Finance Consultant (Microsoft D365 F&O) 50,000 - 75,000 + Bonus + Benefits UK Wide
D365 F&O Managing Solution Architect Salary: 115,000 to 130,000 pa + 8-10% Bonus (depending on experience) plus benefits, perks and healthcare options Job Type: Permanent Location: Hybrid / 2 x days per week - Travel to client site Overview: We are on the lookout for a talented and Senior D365 Finance and Operations Managing Solutions Architect with very strong functional experience and focus. The ideal candidate will have industry experience in Finance and/or solid exposure and to Supply Chain. They will have demonstrable senior Consulting or Architecture experience. This role also offers clear career progression opportunities to Capability Lead level. It could be a great opportunity for candidates stepping up from top-end Functional lead roles to Solution Architect. Your Role: The role is delivery focused, working on a single client project at a time with the opportunity to support sales and pre-sales activities if of interest. Oversee and shape user needs gathering to ensure technical fit, helping inform the wider architecture of the solution to meet client objectives and goals as well as user needs. Own the high level and low-level solution design of end-to-end Microsoft Dynamics 365 FinOps projects. Design solutions with focus on security, accessibility and performance to ensure safety and scalability. Design the integration architecture and interfaces required using the full capabilities of the Microsoft technology stack. Be a key person interacting with client stakeholders, building relationships and customer trust in the capabilities of Dynamics 365 and the Power Platform and demonstrate the art of the possible that inspires clients and colleagues to deliver the best technical solution possible. Your skills and experience: Strong Functional and Architectural knowledge and passion for the technologies and capabilities provided by Dynamics 365 and the Power Platform. The out of the box capabilities and limitations. As well as a wider understanding of the Microsoft technology stack, including but not limited to Azure and SharePoint. Knowledge of software engineering best practices and limitation with Dynamics 365 FinOps as well as Microsoft Dynamics CRM SDK, X , C#, Visual Studio and Team Foundation Server. Full implementation lifecycle experience of ERP based programmes within Microsoft Dynamics 365 and the Power Platform. Experience with Continuous Integration (CI) and Continuous Delivery (CD), ideally using Azure DevOps. Experience in delivering projects according to an agile methodology, planning projects and releases in sprints and writing Epics, Features and User Stories. If you're ready to take the next step in your career and thrive in a fast-paced, innovative environment, we want to hear from you! Please send updated CV
Dec 05, 2025
Full time
D365 F&O Managing Solution Architect Salary: 115,000 to 130,000 pa + 8-10% Bonus (depending on experience) plus benefits, perks and healthcare options Job Type: Permanent Location: Hybrid / 2 x days per week - Travel to client site Overview: We are on the lookout for a talented and Senior D365 Finance and Operations Managing Solutions Architect with very strong functional experience and focus. The ideal candidate will have industry experience in Finance and/or solid exposure and to Supply Chain. They will have demonstrable senior Consulting or Architecture experience. This role also offers clear career progression opportunities to Capability Lead level. It could be a great opportunity for candidates stepping up from top-end Functional lead roles to Solution Architect. Your Role: The role is delivery focused, working on a single client project at a time with the opportunity to support sales and pre-sales activities if of interest. Oversee and shape user needs gathering to ensure technical fit, helping inform the wider architecture of the solution to meet client objectives and goals as well as user needs. Own the high level and low-level solution design of end-to-end Microsoft Dynamics 365 FinOps projects. Design solutions with focus on security, accessibility and performance to ensure safety and scalability. Design the integration architecture and interfaces required using the full capabilities of the Microsoft technology stack. Be a key person interacting with client stakeholders, building relationships and customer trust in the capabilities of Dynamics 365 and the Power Platform and demonstrate the art of the possible that inspires clients and colleagues to deliver the best technical solution possible. Your skills and experience: Strong Functional and Architectural knowledge and passion for the technologies and capabilities provided by Dynamics 365 and the Power Platform. The out of the box capabilities and limitations. As well as a wider understanding of the Microsoft technology stack, including but not limited to Azure and SharePoint. Knowledge of software engineering best practices and limitation with Dynamics 365 FinOps as well as Microsoft Dynamics CRM SDK, X , C#, Visual Studio and Team Foundation Server. Full implementation lifecycle experience of ERP based programmes within Microsoft Dynamics 365 and the Power Platform. Experience with Continuous Integration (CI) and Continuous Delivery (CD), ideally using Azure DevOps. Experience in delivering projects according to an agile methodology, planning projects and releases in sprints and writing Epics, Features and User Stories. If you're ready to take the next step in your career and thrive in a fast-paced, innovative environment, we want to hear from you! Please send updated CV
Operations & Business Development Manager Substations Location: Wales & Scotland (Remote/ Regional Travel Required) Salary: Competitive + Performance Bonus + Benefits Overview This is an exceptional opportunity for a commercially minded, strategically driven business leader to join a growing international platform and lead transformational growth across the UK energy infrastructure market. The successful candidate will spearhead business development and operational strategy for the organisation, driving market expansion, partnership growth, and operational excellence across Wales and Scotland. Key Responsibilities Strategic & Commercial Leadership Set the strategic direction for business development in Wales & Scotland, aligning with overall corporate growth objectives. Lead origination and execution of high-value transactions including acquisitions, joint ventures, and development partnerships from early-stage identification through to investment case and delivery. Drive market positioning and portfolio expansion through a mix of organic growth and strategic alliances. Evaluate and prioritise opportunities based on commercial, technical, regulatory, and financial factors. Provide strategic commercial insight into market dynamics, competitor activity, and regulatory changes to inform executive decision-making. Operational Excellence Oversee the operational performance of projects, ensuring compliance with safety, quality, and delivery standards. Collaborate with technical and project delivery teams to optimise operational efficiency, cost control, and customer satisfaction. Implement performance metrics, reporting frameworks, and continuous improvement initiatives across active and pipeline projects. Market Development & Relationship Management Lead engagement with key external stakeholders, including developers, institutional investors, regulators, TSOs, and government bodies. Represent the organisation at industry forums, trade events, and strategic negotiations to enhance visibility and strengthen market influence. Develop and maintain trusted relationships with clients, partners, and industry peers to identify collaboration and growth opportunities. Cross-Functional Collaboration Work closely with internal teams (Legal, M&A, Technical, Finance, Grid, ESG) to ensure seamless project progression and robust risk management. Contribute to the development and refinement of value propositions across the business and related technologies. Support corporate growth initiatives by identifying synergies between business development, project delivery, and operational functions. Qualifications & Experience Degree in Engineering, Business, or a related technical/commercial discipline (MBA desirable). Proven track record (8+ years) in business development, operations management, or strategic leadership within the energy, utilities, or infrastructure sectors. Strong understanding of HV substation systems, grid connections, and power infrastructure markets. Demonstrated success in executing commercial transactions, partnerships, or acquisitions. Exceptional stakeholder management and negotiation skills, with experience engaging at senior and regulatory levels. Analytical mindset with strong financial and strategic acumen. Willingness to travel regularly across the UK (primarily Wales and Scotland). What s on Offer Opportunity to lead transformational growth in a high-impact, future-facing sector. Dynamic, international environment with strong career progression potential. Competitive remuneration and performance-based incentives.
Dec 04, 2025
Full time
Operations & Business Development Manager Substations Location: Wales & Scotland (Remote/ Regional Travel Required) Salary: Competitive + Performance Bonus + Benefits Overview This is an exceptional opportunity for a commercially minded, strategically driven business leader to join a growing international platform and lead transformational growth across the UK energy infrastructure market. The successful candidate will spearhead business development and operational strategy for the organisation, driving market expansion, partnership growth, and operational excellence across Wales and Scotland. Key Responsibilities Strategic & Commercial Leadership Set the strategic direction for business development in Wales & Scotland, aligning with overall corporate growth objectives. Lead origination and execution of high-value transactions including acquisitions, joint ventures, and development partnerships from early-stage identification through to investment case and delivery. Drive market positioning and portfolio expansion through a mix of organic growth and strategic alliances. Evaluate and prioritise opportunities based on commercial, technical, regulatory, and financial factors. Provide strategic commercial insight into market dynamics, competitor activity, and regulatory changes to inform executive decision-making. Operational Excellence Oversee the operational performance of projects, ensuring compliance with safety, quality, and delivery standards. Collaborate with technical and project delivery teams to optimise operational efficiency, cost control, and customer satisfaction. Implement performance metrics, reporting frameworks, and continuous improvement initiatives across active and pipeline projects. Market Development & Relationship Management Lead engagement with key external stakeholders, including developers, institutional investors, regulators, TSOs, and government bodies. Represent the organisation at industry forums, trade events, and strategic negotiations to enhance visibility and strengthen market influence. Develop and maintain trusted relationships with clients, partners, and industry peers to identify collaboration and growth opportunities. Cross-Functional Collaboration Work closely with internal teams (Legal, M&A, Technical, Finance, Grid, ESG) to ensure seamless project progression and robust risk management. Contribute to the development and refinement of value propositions across the business and related technologies. Support corporate growth initiatives by identifying synergies between business development, project delivery, and operational functions. Qualifications & Experience Degree in Engineering, Business, or a related technical/commercial discipline (MBA desirable). Proven track record (8+ years) in business development, operations management, or strategic leadership within the energy, utilities, or infrastructure sectors. Strong understanding of HV substation systems, grid connections, and power infrastructure markets. Demonstrated success in executing commercial transactions, partnerships, or acquisitions. Exceptional stakeholder management and negotiation skills, with experience engaging at senior and regulatory levels. Analytical mindset with strong financial and strategic acumen. Willingness to travel regularly across the UK (primarily Wales and Scotland). What s on Offer Opportunity to lead transformational growth in a high-impact, future-facing sector. Dynamic, international environment with strong career progression potential. Competitive remuneration and performance-based incentives.
Senior D365 F&O Functional Consultant - Outside IR35 contract - ASAP Start We are working with a client in the construction industry and who need to bolster the team with a strong Senior F&O functional consultant who has in depth construction industry experience. Key Responsibilities & Requirements: Lead the functional design, configuration, and delivery of Microsoft Dynamics 365 Finance & Operations (D365 F&O) with a focus on construction industry processes. Lead workshops with stakeholders to capture requirements in areas such as project accounting, job costing, subcontractor management, and contract administration. Configure and optimise finance and procurement processes, including subcontractor procurement, materials management, purchase requisitions, tendering, and approvals. Ensure D365 F&O supports construction-specific financial practices such as retention, staged billing, variations, and cash flow management. Design and document functional specifications for customisations, integrations, and reporting. Support testing, data migration, and deployment activities to ensure successful solution delivery. Provide training and knowledge transfer to business users and super users. Collaborate with project managers and technical teams to deliver solutions on time and within scope. Advise on industry best practices for finance, procurement, and supply chain management in D365 F&O. Act as a trusted advisor to stakeholders, ensuring D365 F&O drives efficiency, compliance, and business value If you are looking for your next contract, contact me on the details below.
Oct 02, 2025
Contractor
Senior D365 F&O Functional Consultant - Outside IR35 contract - ASAP Start We are working with a client in the construction industry and who need to bolster the team with a strong Senior F&O functional consultant who has in depth construction industry experience. Key Responsibilities & Requirements: Lead the functional design, configuration, and delivery of Microsoft Dynamics 365 Finance & Operations (D365 F&O) with a focus on construction industry processes. Lead workshops with stakeholders to capture requirements in areas such as project accounting, job costing, subcontractor management, and contract administration. Configure and optimise finance and procurement processes, including subcontractor procurement, materials management, purchase requisitions, tendering, and approvals. Ensure D365 F&O supports construction-specific financial practices such as retention, staged billing, variations, and cash flow management. Design and document functional specifications for customisations, integrations, and reporting. Support testing, data migration, and deployment activities to ensure successful solution delivery. Provide training and knowledge transfer to business users and super users. Collaborate with project managers and technical teams to deliver solutions on time and within scope. Advise on industry best practices for finance, procurement, and supply chain management in D365 F&O. Act as a trusted advisor to stakeholders, ensuring D365 F&O drives efficiency, compliance, and business value If you are looking for your next contract, contact me on the details below.
Title: D365 Solution Architect Location: London, UK (Hybrid) Type: Permanent Overview We're hiring a Dynamics 365 Finance & Operations (F&O) Solution Architect to define architecture policies and end-to-end solution designs for a multi-region enterprise landscape. The focus is on downstream distribution across multiple channels, with close alignment to Finance, Supply Chain and Retail processes. You'll provide technical leadership, drive standardisation, and minimise customisations while working closely with internal stakeholders, delivery partners and Microsoft. Key Responsibilities Design customer-centric D365 F&O solutions with clear consideration of systems and data impacts, prioritising standard features over custom build. Lead fit/gap analysis; ensure cross-domain consistency (Finance, Supply Chain, Retail). Safeguard end-to-end integrity across the D365 ecosystem and critical satellites (eg, POS, WMS, EDI); create and maintain architecture documentation (eg, LeanIX or similar). Estimate and challenge change/enhancement effort; align with partners on scope and approach. Collaborate with regional/partner teams through detail design, build, test and deployment. Integrate D365 into the broader enterprise IT roadmap; ensure alignment with enterprise architecture standards. Support BAU/Run for major incident triage and root-cause analysis (RCA). Communicate objectives, scope and milestones clearly; track progress and mitigate risks. Conduct PoCs where appropriate; uphold quality standards through testing and documentation. What You'll Bring Proven experience architecting and implementing D365 F&O solutions in large-scale enterprises. Strong integration background: Dual-Write/Dataverse , DMF, AIF, APIs and custom integrations. Broad understanding across Finance, Supply Chain and Retail process areas. Knowledge of the Microsoft stack: Azure , Power BI , Power Apps/Automate , Azure Data Lake , DevOps , RSAT . Excellent stakeholder leadership up to C-level; ability to translate complex concepts for non-technical audiences. Strong problem-solving, connect-the-dots thinking, and attention to detail while keeping sight of the big picture. Collaborative, pragmatic, and performance-minded with a track record of harmonising processes across regions. Qualifications & Nice-to-Haves Architecture qualification (eg, TOGAF ) desirable. Microsoft certifications in D365 F&O (eg, Core, Finance, Supply Chain). Proficiency reading/writing technical artefacts; familiarity with X /C#/SQL advantageous. Experience across the full project life cycle from initiation through deployment and run. Familiarity with Agile methods and modern ALM practices. Fluent English ; other European languages a plus.
Oct 02, 2025
Full time
Title: D365 Solution Architect Location: London, UK (Hybrid) Type: Permanent Overview We're hiring a Dynamics 365 Finance & Operations (F&O) Solution Architect to define architecture policies and end-to-end solution designs for a multi-region enterprise landscape. The focus is on downstream distribution across multiple channels, with close alignment to Finance, Supply Chain and Retail processes. You'll provide technical leadership, drive standardisation, and minimise customisations while working closely with internal stakeholders, delivery partners and Microsoft. Key Responsibilities Design customer-centric D365 F&O solutions with clear consideration of systems and data impacts, prioritising standard features over custom build. Lead fit/gap analysis; ensure cross-domain consistency (Finance, Supply Chain, Retail). Safeguard end-to-end integrity across the D365 ecosystem and critical satellites (eg, POS, WMS, EDI); create and maintain architecture documentation (eg, LeanIX or similar). Estimate and challenge change/enhancement effort; align with partners on scope and approach. Collaborate with regional/partner teams through detail design, build, test and deployment. Integrate D365 into the broader enterprise IT roadmap; ensure alignment with enterprise architecture standards. Support BAU/Run for major incident triage and root-cause analysis (RCA). Communicate objectives, scope and milestones clearly; track progress and mitigate risks. Conduct PoCs where appropriate; uphold quality standards through testing and documentation. What You'll Bring Proven experience architecting and implementing D365 F&O solutions in large-scale enterprises. Strong integration background: Dual-Write/Dataverse , DMF, AIF, APIs and custom integrations. Broad understanding across Finance, Supply Chain and Retail process areas. Knowledge of the Microsoft stack: Azure , Power BI , Power Apps/Automate , Azure Data Lake , DevOps , RSAT . Excellent stakeholder leadership up to C-level; ability to translate complex concepts for non-technical audiences. Strong problem-solving, connect-the-dots thinking, and attention to detail while keeping sight of the big picture. Collaborative, pragmatic, and performance-minded with a track record of harmonising processes across regions. Qualifications & Nice-to-Haves Architecture qualification (eg, TOGAF ) desirable. Microsoft certifications in D365 F&O (eg, Core, Finance, Supply Chain). Proficiency reading/writing technical artefacts; familiarity with X /C#/SQL advantageous. Experience across the full project life cycle from initiation through deployment and run. Familiarity with Agile methods and modern ALM practices. Fluent English ; other European languages a plus.
