As Chief Financial Officer, you will work closely with the CEO, COO and Board. Your new company Abbeyfield Wey Valley Society presents a compelling opportunity if you are looking for a broad CFO role with the chance to make a true impact. The current incumbent, James believes "This is a very broad role and is perfect for someone who wants to be involved in more than just producing the Budgets & Management Accounts. There's a fair amount happening in the next five years, from a £5m extension to one of our homes, to expanding our offering to new areas and potentially building a new c £10m care home, as well as helping to formulate both strategy and tactics with the leadership team and CEO, Sally. Your colleagues are a great bunch of people, and you will love working with them! It really helps if you have a strong sense of humour, are outgoing and don't take yourself too seriously!" Your new role As Chief Financial Officer, you will work closely with the CEO, COO and Board, providing strategic financial leadership while ensuring robust operational management across finance, HR, legal matters and systems. This is a hands-on, fully office-based position, suited to someone who enjoys combining strategic oversight with day-to-day involvement and who thrives within a positive, fun and collaborative team culture.This is a broad and influential role with real scope to shape the Society's long-term direction and future success. Key responsibilities Strategy & Planning Support the development of organisational strategy and business planning. Use your knowledge and experience to proactively originate new ideas to discuss with the CEO. Identify funding opportunities and support budget development for new initiatives. Lead forward-looking financial strategies with a focus on risk, sustainability and growth. Oversee budgeting, capital planning and KPI frameworks. Operations Play an integral role in executive-level decision-making. Build strong, collaborative relationships across the organisation and support non-finance colleagues. Develop and enhance financial systems and processes. Manage investment relationships to maximise returns. Lead the finance function and oversee payroll, purchasing and transactional processes. Oversee due diligence, acquisitions and potential divestments. Lead the development and maintenance of the Society's IT systems. Financial Reporting Ensure accurate and timely reporting to the Charity Commission, Companies House, Homes England, the Regulator of Social Housing and the ONS. Present financial results and insights to the Board, Finance Committee and CEO. Financial Risk Management Identify key financial and operational risks and implement mitigation strategies. Oversee legal matters related to the Society's financial assets. Maintain robust internal controls and ensure full regulatory compliance. Review insurance cover and ensure audit readiness. Lead the relationship with external auditors and follow up on recommendations. Funding & Cash Management Lead cash flow management and financial forecasting. Arrange financing and third-party funding as required. Oversee investment portfolios and protect the Society's funds. Stakeholder & Third-Party Management Build strong relationships with banks, investment advisers and insurers. Represent the Society in financial and legal matters. Monitor and report third-party performance to the Board. Additional Responsibilities Maintain ongoing professional development. Promote equality, diversity and human rights within the organisation. Keep abreast of sector developments and relevant legislation. Undertake additional duties as required by the CEO. What you'll need to succeed Qualifications & Experience ACA/ACCA/CIMA (or equivalent) qualification. Minimum seven years' progressive experience, ideally within a not-for-profit environment or SME. At least three years at CFO or Finance Director level (exceptional Financial Controllers will be considered). Proven experience working with Boards and executive leadership. Excellent written and verbal communication skills. A collaborative approach with the ability to support and influence non-finance colleagues. A broad understanding of organisational performance beyond finance. Key Skills Strategic planning and organisational vision. Financial strategy, modelling and planning. Strong budgeting, forecasting and analytical skills. Experience improving systems and processes. Commercial acumen and sound financial judgement. Team leadership and cross-functional collaboration. Ability to review and interpret legal documentation. Acts as a trusted partner and sounding board to the CEO. Soft Skills Approachable, personable and easygoing style. A sense of humour and ability to build rapport. Intelligent, confident and clear-thinking. What you'll get in retu rn This is a wide-ranging and high-impact role that offers the opportunity to make a genuine difference within an established and values-led organisation. For an ambitious, proactive finance leader who enjoys a varied remit and strategic influence, this is an exceptional career opportunity.If you're looking for a meaningful leadership position within a supportive and forward-thinking organisation, we would welcome a conversation.This role offers an attractive salary, private healthcare, an attractive pension scheme and working with a fantastic bunch of people who truly love what they do! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now for an informal and completely private and confidential conversation.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 13, 2026
Full time
As Chief Financial Officer, you will work closely with the CEO, COO and Board. Your new company Abbeyfield Wey Valley Society presents a compelling opportunity if you are looking for a broad CFO role with the chance to make a true impact. The current incumbent, James believes "This is a very broad role and is perfect for someone who wants to be involved in more than just producing the Budgets & Management Accounts. There's a fair amount happening in the next five years, from a £5m extension to one of our homes, to expanding our offering to new areas and potentially building a new c £10m care home, as well as helping to formulate both strategy and tactics with the leadership team and CEO, Sally. Your colleagues are a great bunch of people, and you will love working with them! It really helps if you have a strong sense of humour, are outgoing and don't take yourself too seriously!" Your new role As Chief Financial Officer, you will work closely with the CEO, COO and Board, providing strategic financial leadership while ensuring robust operational management across finance, HR, legal matters and systems. This is a hands-on, fully office-based position, suited to someone who enjoys combining strategic oversight with day-to-day involvement and who thrives within a positive, fun and collaborative team culture.This is a broad and influential role with real scope to shape the Society's long-term direction and future success. Key responsibilities Strategy & Planning Support the development of organisational strategy and business planning. Use your knowledge and experience to proactively originate new ideas to discuss with the CEO. Identify funding opportunities and support budget development for new initiatives. Lead forward-looking financial strategies with a focus on risk, sustainability and growth. Oversee budgeting, capital planning and KPI frameworks. Operations Play an integral role in executive-level decision-making. Build strong, collaborative relationships across the organisation and support non-finance colleagues. Develop and enhance financial systems and processes. Manage investment relationships to maximise returns. Lead the finance function and oversee payroll, purchasing and transactional processes. Oversee due diligence, acquisitions and potential divestments. Lead the development and maintenance of the Society's IT systems. Financial Reporting Ensure accurate and timely reporting to the Charity Commission, Companies House, Homes England, the Regulator of Social Housing and the ONS. Present financial results and insights to the Board, Finance Committee and CEO. Financial Risk Management Identify key financial and operational risks and implement mitigation strategies. Oversee legal matters related to the Society's financial assets. Maintain robust internal controls and ensure full regulatory compliance. Review insurance cover and ensure audit readiness. Lead the relationship with external auditors and follow up on recommendations. Funding & Cash Management Lead cash flow management and financial forecasting. Arrange financing and third-party funding as required. Oversee investment portfolios and protect the Society's funds. Stakeholder & Third-Party Management Build strong relationships with banks, investment advisers and insurers. Represent the Society in financial and legal matters. Monitor and report third-party performance to the Board. Additional Responsibilities Maintain ongoing professional development. Promote equality, diversity and human rights within the organisation. Keep abreast of sector developments and relevant legislation. Undertake additional duties as required by the CEO. What you'll need to succeed Qualifications & Experience ACA/ACCA/CIMA (or equivalent) qualification. Minimum seven years' progressive experience, ideally within a not-for-profit environment or SME. At least three years at CFO or Finance Director level (exceptional Financial Controllers will be considered). Proven experience working with Boards and executive leadership. Excellent written and verbal communication skills. A collaborative approach with the ability to support and influence non-finance colleagues. A broad understanding of organisational performance beyond finance. Key Skills Strategic planning and organisational vision. Financial strategy, modelling and planning. Strong budgeting, forecasting and analytical skills. Experience improving systems and processes. Commercial acumen and sound financial judgement. Team leadership and cross-functional collaboration. Ability to review and interpret legal documentation. Acts as a trusted partner and sounding board to the CEO. Soft Skills Approachable, personable and easygoing style. A sense of humour and ability to build rapport. Intelligent, confident and clear-thinking. What you'll get in retu rn This is a wide-ranging and high-impact role that offers the opportunity to make a genuine difference within an established and values-led organisation. For an ambitious, proactive finance leader who enjoys a varied remit and strategic influence, this is an exceptional career opportunity.If you're looking for a meaningful leadership position within a supportive and forward-thinking organisation, we would welcome a conversation.This role offers an attractive salary, private healthcare, an attractive pension scheme and working with a fantastic bunch of people who truly love what they do! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now for an informal and completely private and confidential conversation.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Lead the financial future of a highly successful and financially secure organisation as it embarks on a transformative period of growth. Robertson Bell is delighted to be working with a respected educational organisation to recruit a Director of Finance. This is a rare opportunity to join an organisation with an exceptionally stable financial foundation, while playing a leading role in future organisational growth and supporting significant capital investment projects. Reporting directly to the Chief Executive and working closely with Trustees and senior leaders, you will combine strategic financial leadership with operational oversight, ensuring strong governance, financial sustainability and informed decision-making across the organisation. This role offers genuine breadth, visibility and influence, making it an excellent opportunity for an ambitious finance professional looking to broaden their leadership experience and shape the future of a growing organisation. What you'll do - and what you'll gain Lead annual budgeting, forecasting and long-term financial planning. Provide high-quality financial reporting, analysis and advice to senior stakeholders and Trustees. Oversee management accounts, payroll, pensions, VAT, cashflow management and statutory returns. Ensure compliance with regulatory requirements, governance frameworks and audit expectations. Lead internal and external audit processes and support risk management activities. Develop and improve financial systems, controls and reporting processes. Build strong relationships with internal and external stakeholders, acting as a trusted financial adviser. Represent the organisation in high-profile external meetings and partnerships. What you'll need A recognised accounting qualification (ACA, ACCA, CIMA, CIPFA or equivalent) is desirable, although qualified-by-experience candidates will also be considered. Significant senior-level finance experience within a complex organisation. Strong technical accounting knowledge and experience of financial reporting, controls and governance. The confidence to challenge, influence and support senior decision-makers. Excellent written and verbal communication skills, with the ability to translate complex financial information into clear recommendations. Strong leadership and stakeholder management skills. Experience within education, public sector, charity or regulated environments would be advantageous but is not essential. Location & Working Pattern Based in Warwickshire, with flexibility for hybrid working. Some home working is available, alongside regular on-site presence to support stakeholders and the finance team. Ready to make your mark? This is a unique opportunity to step into a visible and influential leadership role at a pivotal point in an organisation's journey. You'll join a values-led environment, work alongside an experienced leadership team, and play a central role in shaping long-term success. Applications are being reviewed on an ongoing basis and early expressions of interest are encouraged.
Jun 11, 2026
Full time
Lead the financial future of a highly successful and financially secure organisation as it embarks on a transformative period of growth. Robertson Bell is delighted to be working with a respected educational organisation to recruit a Director of Finance. This is a rare opportunity to join an organisation with an exceptionally stable financial foundation, while playing a leading role in future organisational growth and supporting significant capital investment projects. Reporting directly to the Chief Executive and working closely with Trustees and senior leaders, you will combine strategic financial leadership with operational oversight, ensuring strong governance, financial sustainability and informed decision-making across the organisation. This role offers genuine breadth, visibility and influence, making it an excellent opportunity for an ambitious finance professional looking to broaden their leadership experience and shape the future of a growing organisation. What you'll do - and what you'll gain Lead annual budgeting, forecasting and long-term financial planning. Provide high-quality financial reporting, analysis and advice to senior stakeholders and Trustees. Oversee management accounts, payroll, pensions, VAT, cashflow management and statutory returns. Ensure compliance with regulatory requirements, governance frameworks and audit expectations. Lead internal and external audit processes and support risk management activities. Develop and improve financial systems, controls and reporting processes. Build strong relationships with internal and external stakeholders, acting as a trusted financial adviser. Represent the organisation in high-profile external meetings and partnerships. What you'll need A recognised accounting qualification (ACA, ACCA, CIMA, CIPFA or equivalent) is desirable, although qualified-by-experience candidates will also be considered. Significant senior-level finance experience within a complex organisation. Strong technical accounting knowledge and experience of financial reporting, controls and governance. The confidence to challenge, influence and support senior decision-makers. Excellent written and verbal communication skills, with the ability to translate complex financial information into clear recommendations. Strong leadership and stakeholder management skills. Experience within education, public sector, charity or regulated environments would be advantageous but is not essential. Location & Working Pattern Based in Warwickshire, with flexibility for hybrid working. Some home working is available, alongside regular on-site presence to support stakeholders and the finance team. Ready to make your mark? This is a unique opportunity to step into a visible and influential leadership role at a pivotal point in an organisation's journey. You'll join a values-led environment, work alongside an experienced leadership team, and play a central role in shaping long-term success. Applications are being reviewed on an ongoing basis and early expressions of interest are encouraged.
Principal Energy Consultant About the Role A leading organisation within the UK energy and sustainability sector is seeking a Principal Energy Consultant to support the delivery of energy compliance, carbon reporting, and sustainability advisory services across a diverse client portfolio. This role will focus on leading Energy Savings Opportunity Scheme (ESOS) assessments, supporting Streamlined Energy and Carbon Reporting (SECR) compliance, and providing strategic advice on carbon reduction and sustainability initiatives. Working closely with clients, technical specialists, and senior stakeholders, you will help organisations understand their energy performance, meet regulatory obligations, and identify opportunities for operational and environmental improvement. You will play a key role in translating complex energy and carbon data into clear business insight, supporting informed decision-making and helping clients progress towards their sustainability and net zero objectives. Key Responsibilities Lead and deliver ESOS assessments for organisations across a range of sectors and industries. Conduct energy audits covering buildings, transport, and industrial processes in line with regulatory requirements. Support the preparation and submission of ESOS notifications and compliance documentation. Identify areas of significant energy consumption and provide practical, cost-effective recommendations for improvement. Prepare Streamlined Energy and Carbon Reporting (SECR) disclosures and supporting documentation. Calculate Scope 1, Scope 2, and Scope 3 greenhouse gas emissions using recognised methodologies and reporting frameworks. Support clients with carbon reduction planning, net zero strategies, and wider sustainability initiatives. Assist with the preparation of climate-related and voluntary sustainability reporting requirements. Build and maintain strong client relationships, acting as a trusted energy and sustainability adviser. Prepare high-quality reports, presentations, and technical documentation for clients and stakeholders. Support business development activities through proposal preparation, tender responses, and client engagement. Mentor junior team members and contribute to the development of technical standards and best practice across the business. About You You are a strong communicator with experience delivering energy compliance, carbon reporting, or sustainability consultancy services and are confident interpreting complex technical information for a range of audiences. You enjoy working collaboratively with clients and technical teams, helping to translate energy and carbon data into practical recommendations and measurable outcomes. You are analytical, organised, and comfortable managing multiple projects whilst maintaining high standards of quality and client service. Essential Experience & Qualifications Demonstrable experience delivering ESOS assessments and energy auditing activities. Strong understanding of SECR requirements, greenhouse gas reporting methodologies, and carbon accounting principles. Experience analysing energy consumption data and identifying opportunities for efficiency improvements. Excellent research, analytical, and report writing skills. Strong written and verbal communication skills with the ability to explain technical concepts clearly. Proficiency in Microsoft Excel and other data analysis tools. Full UK Driving Licence and willingness to travel for client meetings and site visits. Desirable ESOS Lead Assessor accreditation or actively working towards accreditation. Chartered status or membership with a relevant professional body. Degree or equivalent qualification in energy, environmental science, engineering, sustainability, or a related discipline. Experience with ISO 50001 Energy Management Systems. Understanding of Carbon Reduction Plans and public sector sustainability requirements. If you're looking to develop your career within energy consultancy and sustainability, send your CV to Jovita at VIQU Energy today. Get in touch with VIQU Energy for a private discussion about this role. You can also contact Jovita directly through our website. Referral Bonus: Have someone in mind for this position? We offer rewards of up to £1,000 for successful introductions (T&Cs apply). To stay up to date with the latest industry opportunities, Energy online.
Jun 10, 2026
Full time
Principal Energy Consultant About the Role A leading organisation within the UK energy and sustainability sector is seeking a Principal Energy Consultant to support the delivery of energy compliance, carbon reporting, and sustainability advisory services across a diverse client portfolio. This role will focus on leading Energy Savings Opportunity Scheme (ESOS) assessments, supporting Streamlined Energy and Carbon Reporting (SECR) compliance, and providing strategic advice on carbon reduction and sustainability initiatives. Working closely with clients, technical specialists, and senior stakeholders, you will help organisations understand their energy performance, meet regulatory obligations, and identify opportunities for operational and environmental improvement. You will play a key role in translating complex energy and carbon data into clear business insight, supporting informed decision-making and helping clients progress towards their sustainability and net zero objectives. Key Responsibilities Lead and deliver ESOS assessments for organisations across a range of sectors and industries. Conduct energy audits covering buildings, transport, and industrial processes in line with regulatory requirements. Support the preparation and submission of ESOS notifications and compliance documentation. Identify areas of significant energy consumption and provide practical, cost-effective recommendations for improvement. Prepare Streamlined Energy and Carbon Reporting (SECR) disclosures and supporting documentation. Calculate Scope 1, Scope 2, and Scope 3 greenhouse gas emissions using recognised methodologies and reporting frameworks. Support clients with carbon reduction planning, net zero strategies, and wider sustainability initiatives. Assist with the preparation of climate-related and voluntary sustainability reporting requirements. Build and maintain strong client relationships, acting as a trusted energy and sustainability adviser. Prepare high-quality reports, presentations, and technical documentation for clients and stakeholders. Support business development activities through proposal preparation, tender responses, and client engagement. Mentor junior team members and contribute to the development of technical standards and best practice across the business. About You You are a strong communicator with experience delivering energy compliance, carbon reporting, or sustainability consultancy services and are confident interpreting complex technical information for a range of audiences. You enjoy working collaboratively with clients and technical teams, helping to translate energy and carbon data into practical recommendations and measurable outcomes. You are analytical, organised, and comfortable managing multiple projects whilst maintaining high standards of quality and client service. Essential Experience & Qualifications Demonstrable experience delivering ESOS assessments and energy auditing activities. Strong understanding of SECR requirements, greenhouse gas reporting methodologies, and carbon accounting principles. Experience analysing energy consumption data and identifying opportunities for efficiency improvements. Excellent research, analytical, and report writing skills. Strong written and verbal communication skills with the ability to explain technical concepts clearly. Proficiency in Microsoft Excel and other data analysis tools. Full UK Driving Licence and willingness to travel for client meetings and site visits. Desirable ESOS Lead Assessor accreditation or actively working towards accreditation. Chartered status or membership with a relevant professional body. Degree or equivalent qualification in energy, environmental science, engineering, sustainability, or a related discipline. Experience with ISO 50001 Energy Management Systems. Understanding of Carbon Reduction Plans and public sector sustainability requirements. If you're looking to develop your career within energy consultancy and sustainability, send your CV to Jovita at VIQU Energy today. Get in touch with VIQU Energy for a private discussion about this role. You can also contact Jovita directly through our website. Referral Bonus: Have someone in mind for this position? We offer rewards of up to £1,000 for successful introductions (T&Cs apply). To stay up to date with the latest industry opportunities, Energy online.
Specialist subcontractor Hertfordshire Permanent, Full Time Salary: 100,000 to 120,000 per annum OTE: Up to 45,000 (based on 2023 to 2025 figures) Location: Hertfordshire (on-site, full time, 37.5 hours per week) The Opportunity A UK market leading, design led, specialist subcontractor is looking for a Sales Director to join its senior leadership team and lead the commercial function through a significant phase of growth and transformation. This is a business with over 60 years of heritage, now employee-owned, working on some of the most architecturally significant and historically protected buildings in the country. Its products, its people and its purpose are genuinely distinctive. So is the opportunity. This is not a role for someone who wants to maintain an existing position. It is for a commercially sharp, values-led sales leader who wants to transform a sales function and make a visible, lasting impact. About the Business Founded in 1966, the business has grown from its origins in acoustic insulation to become the UK's leading specialist in their field. It designs, manufactures and installs its own products, working closely with architects, conservation officers, acousticians, heritage advisers, energy consultants and security specialists. The business transitioned to an Employee Ownership Trust in recent years, which is central to how it operates. Decisions are made collaboratively. People are treated fairly. And the culture genuinely reflects the values the business publishes. This is a board that leads with integrity and expects the same of everyone around the table. The Role Reporting to the Managing Director, the Sales Director will take full ownership of the commercial function including strategy, team leadership, pipeline development, CRM implementation and performance. Strategic Leadership Develop and execute a board-aligned commercial growth strategy Translate business goals into clear sales targets, tactical plans and measurable milestones Identify and activate new market opportunities across heritage, healthcare, commercial offices, education and the public sector Monitor market trends, competitor activity and customer insight to continuously refine strategy Team Development and Change Management Lead, inspire and develop the Technical Sales Consultants team with clarity and accountability from day one Shift the team's focus from inbound enquiry management to proactive, structured business development Embed a strong coaching culture with honest performance conversations and clear role ownership Champion and lead the introduction of a new CRM system, driving adoption and data discipline across the team Business Development and Client Management Personally drive high-profile networking and sector engagement across target markets Build and maintain strategic relationships with architects, main contractors, FM teams and heritage advisors Increase specification pull-through, repeat business and new sector revenue Be personally involved in converting high-value, complex projects Commercial Performance Implement robust KPIs, sales processes and performance reporting Deliver accurate, evidence-based forecasting and disciplined opportunity qualification Build pricing frameworks that reflect performance, compliance, heritage sensitivity and long-term value Lead commercial negotiations on complex projects covering payment terms, scope, change control and risk Cross-Functional Collaboration Work closely with marketing, operations, production and technical teams Represent the sales function at board level with clarity and commercial credibility Representing the company at high profile events, delivering talks and presentations, About You Essential Director or senior sales leadership experience with a clear track record of transforming teams and culture Background in construction product sales, engineered building systems or other technically complex, specification-led B2B environments. Relevant experience from adjacent sectors will also be considered Demonstrated success in driving revenue growth, expanding into new sectors and leading teams through change Strong commercial acumen including pricing strategy, complex negotiation, opportunity qualification and forecasting Advanced CRM user with the ability to use data and sales technology as strategic levers Excellent communication and stakeholder management skills across technical and non-technical audiences Degree in Business, Sales, Marketing or a related field, or equivalent professional experience Desirable Familiarity with building regulations, heritage environments or listed building requirements Experience with specification intelligence tools such as NBS Experience with data visualisation tools such as Power BI or Tableau Additional qualifications in leadership, business or change management Values and Cultural Fit This is an employee-owned, purpose-led business and the Sales Director must be a genuine cultural fit. The board are looking for someone who is integrity-led and collaborative, who cares about sustainability as a personal conviction and who is genuinely engaged by the buildings the business works on. Someone who thrives in a smaller, agile environment where their contribution is visible every day. Remuneration and Benefits Base salary 100,000 to 120,000 per annum 2% Deferred Incentive Scheme commencing following January, payable in March. OTE up to 45,000 based on 2023 to 2025 performance figures Employee Ownership profit share: paid to all employees each January following six months of service Profit-dependent and will vary year to year Private healthcare including partner cover (currently WPA) Pension: 7.5% employer contribution, matched Life assurance: 4x annual salary Executive electric vehicle Flexible working features Equity, Diversity and Inclusion This business is committed to a workplace where every person is valued, respected and supported to grow. That commitment is built into its core values of Fairness, Respect and Support. Applications are warmly welcomed from candidates of all backgrounds and communities. If you do not meet every requirement listed but believe this is the right role for you, please apply. We are committed to a fair, consistent and inclusive recruitment process. How to Apply To apply, please submit your CV. To have a confidential conversation before applying or to request further information, please contact the consultant managing this search using the contact details provided in this listing. This appointment is being managed on an exclusive retained basis by an appointed recruitment consultant. Please apply through this job board listing only. Do not contact the business directly. Any unsolicited agency approaches to the client will be treated as introductions made under the terms of this exclusive search. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jun 10, 2026
Full time
Specialist subcontractor Hertfordshire Permanent, Full Time Salary: 100,000 to 120,000 per annum OTE: Up to 45,000 (based on 2023 to 2025 figures) Location: Hertfordshire (on-site, full time, 37.5 hours per week) The Opportunity A UK market leading, design led, specialist subcontractor is looking for a Sales Director to join its senior leadership team and lead the commercial function through a significant phase of growth and transformation. This is a business with over 60 years of heritage, now employee-owned, working on some of the most architecturally significant and historically protected buildings in the country. Its products, its people and its purpose are genuinely distinctive. So is the opportunity. This is not a role for someone who wants to maintain an existing position. It is for a commercially sharp, values-led sales leader who wants to transform a sales function and make a visible, lasting impact. About the Business Founded in 1966, the business has grown from its origins in acoustic insulation to become the UK's leading specialist in their field. It designs, manufactures and installs its own products, working closely with architects, conservation officers, acousticians, heritage advisers, energy consultants and security specialists. The business transitioned to an Employee Ownership Trust in recent years, which is central to how it operates. Decisions are made collaboratively. People are treated fairly. And the culture genuinely reflects the values the business publishes. This is a board that leads with integrity and expects the same of everyone around the table. The Role Reporting to the Managing Director, the Sales Director will take full ownership of the commercial function including strategy, team leadership, pipeline development, CRM implementation and performance. Strategic Leadership Develop and execute a board-aligned commercial growth strategy Translate business goals into clear sales targets, tactical plans and measurable milestones Identify and activate new market opportunities across heritage, healthcare, commercial offices, education and the public sector Monitor market trends, competitor activity and customer insight to continuously refine strategy Team Development and Change Management Lead, inspire and develop the Technical Sales Consultants team with clarity and accountability from day one Shift the team's focus from inbound enquiry management to proactive, structured business development Embed a strong coaching culture with honest performance conversations and clear role ownership Champion and lead the introduction of a new CRM system, driving adoption and data discipline across the team Business Development and Client Management Personally drive high-profile networking and sector engagement across target markets Build and maintain strategic relationships with architects, main contractors, FM teams and heritage advisors Increase specification pull-through, repeat business and new sector revenue Be personally involved in converting high-value, complex projects Commercial Performance Implement robust KPIs, sales processes and performance reporting Deliver accurate, evidence-based forecasting and disciplined opportunity qualification Build pricing frameworks that reflect performance, compliance, heritage sensitivity and long-term value Lead commercial negotiations on complex projects covering payment terms, scope, change control and risk Cross-Functional Collaboration Work closely with marketing, operations, production and technical teams Represent the sales function at board level with clarity and commercial credibility Representing the company at high profile events, delivering talks and presentations, About You Essential Director or senior sales leadership experience with a clear track record of transforming teams and culture Background in construction product sales, engineered building systems or other technically complex, specification-led B2B environments. Relevant experience from adjacent sectors will also be considered Demonstrated success in driving revenue growth, expanding into new sectors and leading teams through change Strong commercial acumen including pricing strategy, complex negotiation, opportunity qualification and forecasting Advanced CRM user with the ability to use data and sales technology as strategic levers Excellent communication and stakeholder management skills across technical and non-technical audiences Degree in Business, Sales, Marketing or a related field, or equivalent professional experience Desirable Familiarity with building regulations, heritage environments or listed building requirements Experience with specification intelligence tools such as NBS Experience with data visualisation tools such as Power BI or Tableau Additional qualifications in leadership, business or change management Values and Cultural Fit This is an employee-owned, purpose-led business and the Sales Director must be a genuine cultural fit. The board are looking for someone who is integrity-led and collaborative, who cares about sustainability as a personal conviction and who is genuinely engaged by the buildings the business works on. Someone who thrives in a smaller, agile environment where their contribution is visible every day. Remuneration and Benefits Base salary 100,000 to 120,000 per annum 2% Deferred Incentive Scheme commencing following January, payable in March. OTE up to 45,000 based on 2023 to 2025 performance figures Employee Ownership profit share: paid to all employees each January following six months of service Profit-dependent and will vary year to year Private healthcare including partner cover (currently WPA) Pension: 7.5% employer contribution, matched Life assurance: 4x annual salary Executive electric vehicle Flexible working features Equity, Diversity and Inclusion This business is committed to a workplace where every person is valued, respected and supported to grow. That commitment is built into its core values of Fairness, Respect and Support. Applications are warmly welcomed from candidates of all backgrounds and communities. If you do not meet every requirement listed but believe this is the right role for you, please apply. We are committed to a fair, consistent and inclusive recruitment process. How to Apply To apply, please submit your CV. To have a confidential conversation before applying or to request further information, please contact the consultant managing this search using the contact details provided in this listing. This appointment is being managed on an exclusive retained basis by an appointed recruitment consultant. Please apply through this job board listing only. Do not contact the business directly. Any unsolicited agency approaches to the client will be treated as introductions made under the terms of this exclusive search. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
The Investor Relations Executive will support retail investors and their advisers by managing queries and processing investment-related tasks. The role also involves collaborating on communications, client initiatives, and becoming a subject matter expert on tax-efficient investment products. Client Details The client is a leading investment manager in real assets and growth capital with a strong presence across the UK, Europe, and Australia. With a long-established reputation in sustainable investing, the firm provides diverse private and public investment solutions tailored to institutional and retail investors, with a particular focus on the energy transition, nature recovery, and economic growth. Description The Investor Relations Executive's responsibilities include: Responding to investor and adviser enquiries via phone and email within defined service levels Managing administrative tasks including investor transfers, redemptions, and portal support Assisting in the delivery of investor communications such as reports, valuations, and announcements Supporting the Sales team and participating in client meetings and events Becoming a Product Champion for a tax-efficient investment vehicle Contributing to service improvement, client engagement, and retention strategies Profile The ideal Investor Relations Executive candidate will have 1-2 years of experience in a client-facing or customer service role, ideally within financial services. They will possess strong written and verbal communication skills, a proactive approach to problem-solving, and the ability to manage competing priorities effectively. Familiarity with VCTs, EIS, and BR products is advantageous but not essential. Job Offer The candidate will join a high-performing, collaborative team within a well-regarded financial services firm offering career development, exposure to a diverse client base, and the opportunity to contribute to innovative investment solutions. They will also benefit from working in a purpose-driven environment (in the City of London) that values sustainability, inclusion, and long-term growth.
Sep 22, 2025
Full time
The Investor Relations Executive will support retail investors and their advisers by managing queries and processing investment-related tasks. The role also involves collaborating on communications, client initiatives, and becoming a subject matter expert on tax-efficient investment products. Client Details The client is a leading investment manager in real assets and growth capital with a strong presence across the UK, Europe, and Australia. With a long-established reputation in sustainable investing, the firm provides diverse private and public investment solutions tailored to institutional and retail investors, with a particular focus on the energy transition, nature recovery, and economic growth. Description The Investor Relations Executive's responsibilities include: Responding to investor and adviser enquiries via phone and email within defined service levels Managing administrative tasks including investor transfers, redemptions, and portal support Assisting in the delivery of investor communications such as reports, valuations, and announcements Supporting the Sales team and participating in client meetings and events Becoming a Product Champion for a tax-efficient investment vehicle Contributing to service improvement, client engagement, and retention strategies Profile The ideal Investor Relations Executive candidate will have 1-2 years of experience in a client-facing or customer service role, ideally within financial services. They will possess strong written and verbal communication skills, a proactive approach to problem-solving, and the ability to manage competing priorities effectively. Familiarity with VCTs, EIS, and BR products is advantageous but not essential. Job Offer The candidate will join a high-performing, collaborative team within a well-regarded financial services firm offering career development, exposure to a diverse client base, and the opportunity to contribute to innovative investment solutions. They will also benefit from working in a purpose-driven environment (in the City of London) that values sustainability, inclusion, and long-term growth.
