Our client is currently seeking an experienced Investment Management Assistant to provide high-level support to their team of Investment Managers and contribute to the delivery of an exceptional client experience. This role is ideally suited to a financial services professional with a strong understanding of investment administration, client servicing, and regulatory requirements. This is a fantastic opportunity to work for a growing company, that rewards its employees with a competitive salary and excellent career prospects. Key Duties & Responsibilities: Providing comprehensive support to Investment Managers in the day-to-day management of client portfolios Building and maintaining strong relationships with clients, acting as a professional and responsive point of contact Preparing portfolio reviews, valuation reports, investment meeting packs, and client correspondence Processing and monitoring investment transactions, cash movements, withdrawals, subscriptions, and transfers Supporting new client onboarding, account openings, anti-money laundering requirements, and ongoing due diligence processes Assisting with the preparation of suitability reports, investment proposals, and client recommendations Liaising with custodians, platforms, brokers, professional advisers, and other third-party providers Maintaining accurate client records and ensuring all documentation complies with FCA regulations and internal policies Monitoring outstanding actions and proactively following up to ensure timely completion Supporting regulatory, compliance, and audit requirements as required Skills & Experience Required: Minimum 3 years' experience within investment management, wealth management, private banking, financial planning, or a related financial services environment Comprehensive understanding of investment products including equities, fixed income securities, collective investments, ISAs, pensions, and general investment accounts Experience supporting high-net-worth and affluent clients Strong knowledge of investment administration processes and client servicing standards Strong organisational skills with the ability to manage competing priorities effectively High level of accuracy and attention to detail Confident communicator with excellent interpersonal skills
Jun 20, 2026
Full time
Our client is currently seeking an experienced Investment Management Assistant to provide high-level support to their team of Investment Managers and contribute to the delivery of an exceptional client experience. This role is ideally suited to a financial services professional with a strong understanding of investment administration, client servicing, and regulatory requirements. This is a fantastic opportunity to work for a growing company, that rewards its employees with a competitive salary and excellent career prospects. Key Duties & Responsibilities: Providing comprehensive support to Investment Managers in the day-to-day management of client portfolios Building and maintaining strong relationships with clients, acting as a professional and responsive point of contact Preparing portfolio reviews, valuation reports, investment meeting packs, and client correspondence Processing and monitoring investment transactions, cash movements, withdrawals, subscriptions, and transfers Supporting new client onboarding, account openings, anti-money laundering requirements, and ongoing due diligence processes Assisting with the preparation of suitability reports, investment proposals, and client recommendations Liaising with custodians, platforms, brokers, professional advisers, and other third-party providers Maintaining accurate client records and ensuring all documentation complies with FCA regulations and internal policies Monitoring outstanding actions and proactively following up to ensure timely completion Supporting regulatory, compliance, and audit requirements as required Skills & Experience Required: Minimum 3 years' experience within investment management, wealth management, private banking, financial planning, or a related financial services environment Comprehensive understanding of investment products including equities, fixed income securities, collective investments, ISAs, pensions, and general investment accounts Experience supporting high-net-worth and affluent clients Strong knowledge of investment administration processes and client servicing standards Strong organisational skills with the ability to manage competing priorities effectively High level of accuracy and attention to detail Confident communicator with excellent interpersonal skills
Salary quoted is base level, OTE £150-£180k. Our client is a PE-backed regulatory intelligence business with over 1,000 global clients including leading banks, asset managers, and corporates. Their subscription-based platform helps in-house legal and compliance teams navigate complex, multi-jurisdictional regulatory requirements. Following continued global growth, the business is now looking to add a Business Development Manager in London, this is a hybrid role. THE BUSINESS DEVELOPMENT MANAGER ROLE This is a hunter-led, individual contributor role reporting into the Senior BD Manager. You will own the full sales cycle from prospecting through to close, targeting senior legal and compliance decision-makers in the finance sector. The focus is on originating new relationships and scaling the footprint of the business within this segment, working closely with product teams and subject matter experts to deliver compelling, consultative demonstrations. AS BUSINESS DEVELOPMENT MANAGER, YOUR RESPONSIBILITIES WILL INCLUDE: Proactively identifying and developing new business opportunities through targeted outbound prospecting and senior-level relationship building Managing the full sales cycle from initial engagement through to contract close, including product demonstrations, free trials, and commercial negotiations Building and deepening relationships with private banks, wealth managers, and family offices, ensuring propositions are aligned to their compliance and cross-border needs Working in close partnership with lawyer-led product subject matter experts to deliver joint demonstrations and position integrated regulatory solutions Representing the business at industry conferences and contributing to brand visibility and market engagement Maintaining accurate pipeline and activity records in Salesforce Contributing ideas to improve sales process, marketing collateral, and product development THE IDEAL BUSINESS DEVELOPMENT MANAGER WILL HAVE: Proven business development or sales experience within a professional services environment, ideally within financial services, RegTech, legal tech, data, or subscription-based information businesses Experience selling into or strong familiarity with private banking, wealth management, or finance sector clients. A track record of engaging and building credibility with senior decision-makers in legal, compliance, or related functions A consultative, relationship-led approach to selling, with the ability to adapt style and strategy for different client personas Experience partnering with technical subject matter experts to deliver complex, multi-stakeholder sales Comfort working in a scaling, entrepreneurial environment with a collaborative and low-ego culture Strong organisational skills, attention to detail, and disciplined CRM hygiene WHY JOIN THIS BUSINESS AS THEIR BUSINESS DEVELOPMENT MANAGER? A well-defined and growing with significant untapped opportunity across key global financial centres A credible, established product with over 20 years of market presence and 1,000+ global clients, Competitive base salary and uncapped commission structure, with commission payable from the first pound of revenue with no gating threshold, private healthcare and competitive pension A global business with teams across London, New York, Switzerland, Australia, Belfast, Hamburg, and Dubai, offering genuine scope for international exposure and career development Strong staff retention and a stable, well-supported commercial environment Armstrong Lloyd is a specialist sales and marketing recruitment consultancy. We offer a personal, consultative service and have a number of similar roles available across B2B technology and professional services. We will give you the best possible outcome in the recruitment process.
Jun 20, 2026
Full time
Salary quoted is base level, OTE £150-£180k. Our client is a PE-backed regulatory intelligence business with over 1,000 global clients including leading banks, asset managers, and corporates. Their subscription-based platform helps in-house legal and compliance teams navigate complex, multi-jurisdictional regulatory requirements. Following continued global growth, the business is now looking to add a Business Development Manager in London, this is a hybrid role. THE BUSINESS DEVELOPMENT MANAGER ROLE This is a hunter-led, individual contributor role reporting into the Senior BD Manager. You will own the full sales cycle from prospecting through to close, targeting senior legal and compliance decision-makers in the finance sector. The focus is on originating new relationships and scaling the footprint of the business within this segment, working closely with product teams and subject matter experts to deliver compelling, consultative demonstrations. AS BUSINESS DEVELOPMENT MANAGER, YOUR RESPONSIBILITIES WILL INCLUDE: Proactively identifying and developing new business opportunities through targeted outbound prospecting and senior-level relationship building Managing the full sales cycle from initial engagement through to contract close, including product demonstrations, free trials, and commercial negotiations Building and deepening relationships with private banks, wealth managers, and family offices, ensuring propositions are aligned to their compliance and cross-border needs Working in close partnership with lawyer-led product subject matter experts to deliver joint demonstrations and position integrated regulatory solutions Representing the business at industry conferences and contributing to brand visibility and market engagement Maintaining accurate pipeline and activity records in Salesforce Contributing ideas to improve sales process, marketing collateral, and product development THE IDEAL BUSINESS DEVELOPMENT MANAGER WILL HAVE: Proven business development or sales experience within a professional services environment, ideally within financial services, RegTech, legal tech, data, or subscription-based information businesses Experience selling into or strong familiarity with private banking, wealth management, or finance sector clients. A track record of engaging and building credibility with senior decision-makers in legal, compliance, or related functions A consultative, relationship-led approach to selling, with the ability to adapt style and strategy for different client personas Experience partnering with technical subject matter experts to deliver complex, multi-stakeholder sales Comfort working in a scaling, entrepreneurial environment with a collaborative and low-ego culture Strong organisational skills, attention to detail, and disciplined CRM hygiene WHY JOIN THIS BUSINESS AS THEIR BUSINESS DEVELOPMENT MANAGER? A well-defined and growing with significant untapped opportunity across key global financial centres A credible, established product with over 20 years of market presence and 1,000+ global clients, Competitive base salary and uncapped commission structure, with commission payable from the first pound of revenue with no gating threshold, private healthcare and competitive pension A global business with teams across London, New York, Switzerland, Australia, Belfast, Hamburg, and Dubai, offering genuine scope for international exposure and career development Strong staff retention and a stable, well-supported commercial environment Armstrong Lloyd is a specialist sales and marketing recruitment consultancy. We offer a personal, consultative service and have a number of similar roles available across B2B technology and professional services. We will give you the best possible outcome in the recruitment process.
Business Development Manager Private Client / Wills & Probate Sector Salary Negotiable + Bonus Scheme SF Partners are working exclusively with a high-growth legal services business specialising in Wills, Probate, Estate Planning and Private Client services to appoint a commercially driven Business Development Manager. This is a senior strategic hire responsible for building and owning the firm's introducer and referral partner ecosystem across the UK. The successful candidate will play a key role in driving organic revenue growth through the development of long-term relationships with professional introducers, including IFAs, accountants, estate agents, funeral directors, care providers and private banking networks. Reporting directly into the Chief Growth Officer, this role offers significant autonomy and the opportunity to shape the firm's channel strategy during an exciting period of expansion. The Opportunity The Business Development Manager will take ownership of the full introducer lifecycle - from strategy and origination through to onboarding, relationship management and commercial performance optimisation. This is an ideal opportunity for an experienced partnerships or relationship-led sales professional who thrives in a consultative, commercially accountable environment and is comfortable operating with senior external stakeholders. Key Responsibilities Channel Strategy & Partnerships Execute and refine the firm's introducer partnership strategy Identify high-value referral channels and prioritise growth opportunities Originate, negotiate and onboard new introducer partnerships Ensure all commercial arrangements remain compliant with SRA guidelines and internal governance frameworks Relationship Management Develop strong long-term relationships with existing introducer partners Conduct regular account reviews and pipeline meetings Create feedback loops around lead quality, conversion performance and client outcomes Maintain accurate CRM records and reporting standards Brand Development & Market Engagement Deliver education-led business development initiatives including CPD sessions, webinars and technical updates Represent the business at industry events, networking forums and professional panels Support wider brand visibility within the private client and estate planning market Commercial Performance Work closely with internal commercial and operational teams to track: lead generation performance conversion rates cost per acquisition lifetime value by introducer segment Continuously optimise channel performance and resource allocation About You We are keen to speak with candidates who have: Proven experience in partnership development, business development or introducer relationship management Strong commercial acumen with the ability to drive measurable revenue growth Experience within legal services, wealth management, financial services, probate, estate planning or related professional services sectors Excellent stakeholder management and presentation skills A consultative, relationship-led approach to business development Strong organisational skills with experience managing pipelines and CRM systems Package Salary: Negotiable Bonus / OTE: 30-60% of base salary Quarterly performance accelerators Hybrid working flexibility Significant progression opportunity within a scaling business Apply for a confidential discussion regarding this opportunity, please contact SF Partners directly.
Jun 20, 2026
Full time
Business Development Manager Private Client / Wills & Probate Sector Salary Negotiable + Bonus Scheme SF Partners are working exclusively with a high-growth legal services business specialising in Wills, Probate, Estate Planning and Private Client services to appoint a commercially driven Business Development Manager. This is a senior strategic hire responsible for building and owning the firm's introducer and referral partner ecosystem across the UK. The successful candidate will play a key role in driving organic revenue growth through the development of long-term relationships with professional introducers, including IFAs, accountants, estate agents, funeral directors, care providers and private banking networks. Reporting directly into the Chief Growth Officer, this role offers significant autonomy and the opportunity to shape the firm's channel strategy during an exciting period of expansion. The Opportunity The Business Development Manager will take ownership of the full introducer lifecycle - from strategy and origination through to onboarding, relationship management and commercial performance optimisation. This is an ideal opportunity for an experienced partnerships or relationship-led sales professional who thrives in a consultative, commercially accountable environment and is comfortable operating with senior external stakeholders. Key Responsibilities Channel Strategy & Partnerships Execute and refine the firm's introducer partnership strategy Identify high-value referral channels and prioritise growth opportunities Originate, negotiate and onboard new introducer partnerships Ensure all commercial arrangements remain compliant with SRA guidelines and internal governance frameworks Relationship Management Develop strong long-term relationships with existing introducer partners Conduct regular account reviews and pipeline meetings Create feedback loops around lead quality, conversion performance and client outcomes Maintain accurate CRM records and reporting standards Brand Development & Market Engagement Deliver education-led business development initiatives including CPD sessions, webinars and technical updates Represent the business at industry events, networking forums and professional panels Support wider brand visibility within the private client and estate planning market Commercial Performance Work closely with internal commercial and operational teams to track: lead generation performance conversion rates cost per acquisition lifetime value by introducer segment Continuously optimise channel performance and resource allocation About You We are keen to speak with candidates who have: Proven experience in partnership development, business development or introducer relationship management Strong commercial acumen with the ability to drive measurable revenue growth Experience within legal services, wealth management, financial services, probate, estate planning or related professional services sectors Excellent stakeholder management and presentation skills A consultative, relationship-led approach to business development Strong organisational skills with experience managing pipelines and CRM systems Package Salary: Negotiable Bonus / OTE: 30-60% of base salary Quarterly performance accelerators Hybrid working flexibility Significant progression opportunity within a scaling business Apply for a confidential discussion regarding this opportunity, please contact SF Partners directly.
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 20, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Trust Manager - London London Hybrid Working Competitive Salary + Benefits We are recruiting a Trust Manager to join a growing and highly regarded Private Client Tax team based in London. This is an excellent opportunity for an experienced trusts professional to take ownership of a specialist portfolio while playing a key role within a collaborative and forward-thinking firm. The role offers a strong combination of trust administration, advisory work, client relationship management, and team leadership exposure, making it ideal for someone looking to further develop their expertise within a high-quality private client environment. The Role As a Trust Manager, you will manage a varied portfolio of trusts, estates, and high-net-worth individuals, acting as the main point of contact for trustees, executors, beneficiaries, and professional advisers. You will oversee the delivery of trust and estate compliance and advisory work, ensuring all matters are completed accurately, efficiently, and within deadlines. The role will involve advising on Capital Gains Tax and Inheritance Tax planning matters, trusts, lifetime transfers, and succession planning, while supporting clients across a broad range of private wealth issues. You will also oversee trust accounts and trust and estate tax returns, ensuring compliance obligations are managed effectively while maintaining high standards of client service. Alongside managing client relationships, you will support senior team members on complex advisory matters while helping develop and strengthen the wider trusts and estates offering within the firm. You will take responsibility for managing WIP, billing, and portfolio profitability, while also identifying opportunities to provide additional value-added services to clients. The position will also involve reviewing the work of junior team members, providing mentoring, coaching, and technical guidance to support their development and progression. In addition, you will contribute to process improvements and operational efficiencies across the team to support continued growth and service excellence. This is an excellent opportunity for an ambitious trusts professional seeking a visible and client-facing role within a growing private client team. About You You will have strong experience gained within a UK accountancy practice, legal practice, or private client environment, with a specialist focus on trusts and estates work. CTA and/or STEP qualification, or equivalent experience, is highly desirable. You will possess strong technical knowledge across UK trusts and estates taxation, including Capital Gains Tax, Inheritance Tax, trust compliance, and related private client matters. Experience managing HMRC enquiries and dealing with complex trust and estate matters would be advantageous. You will be a confident communicator with strong relationship management and technical skills, capable of building trusted relationships with clients and advisers alike. Previous experience reviewing work and supporting junior team members is desirable, alongside a proactive, commercial, and client-focused approach. What's on Offer Hybrid and flexible working Exposure to complex trusts and estates work Strong focus on professional development and progression Supportive and collaborative team culture Leadership and mentoring opportunities Client-facing advisory exposure Competitive salary and benefits package Location London Easily commutable from Central London, Wimbledon, Croydon, Watford, Romford and surrounding areas Apply For a confidential discussion or to apply, please contact Jack Wood on or .
Jun 20, 2026
Full time
Trust Manager - London London Hybrid Working Competitive Salary + Benefits We are recruiting a Trust Manager to join a growing and highly regarded Private Client Tax team based in London. This is an excellent opportunity for an experienced trusts professional to take ownership of a specialist portfolio while playing a key role within a collaborative and forward-thinking firm. The role offers a strong combination of trust administration, advisory work, client relationship management, and team leadership exposure, making it ideal for someone looking to further develop their expertise within a high-quality private client environment. The Role As a Trust Manager, you will manage a varied portfolio of trusts, estates, and high-net-worth individuals, acting as the main point of contact for trustees, executors, beneficiaries, and professional advisers. You will oversee the delivery of trust and estate compliance and advisory work, ensuring all matters are completed accurately, efficiently, and within deadlines. The role will involve advising on Capital Gains Tax and Inheritance Tax planning matters, trusts, lifetime transfers, and succession planning, while supporting clients across a broad range of private wealth issues. You will also oversee trust accounts and trust and estate tax returns, ensuring compliance obligations are managed effectively while maintaining high standards of client service. Alongside managing client relationships, you will support senior team members on complex advisory matters while helping develop and strengthen the wider trusts and estates offering within the firm. You will take responsibility for managing WIP, billing, and portfolio profitability, while also identifying opportunities to provide additional value-added services to clients. The position will also involve reviewing the work of junior team members, providing mentoring, coaching, and technical guidance to support their development and progression. In addition, you will contribute to process improvements and operational efficiencies across the team to support continued growth and service excellence. This is an excellent opportunity for an ambitious trusts professional seeking a visible and client-facing role within a growing private client team. About You You will have strong experience gained within a UK accountancy practice, legal practice, or private client environment, with a specialist focus on trusts and estates work. CTA and/or STEP qualification, or equivalent experience, is highly desirable. You will possess strong technical knowledge across UK trusts and estates taxation, including Capital Gains Tax, Inheritance Tax, trust compliance, and related private client matters. Experience managing HMRC enquiries and dealing with complex trust and estate matters would be advantageous. You will be a confident communicator with strong relationship management and technical skills, capable of building trusted relationships with clients and advisers alike. Previous experience reviewing work and supporting junior team members is desirable, alongside a proactive, commercial, and client-focused approach. What's on Offer Hybrid and flexible working Exposure to complex trusts and estates work Strong focus on professional development and progression Supportive and collaborative team culture Leadership and mentoring opportunities Client-facing advisory exposure Competitive salary and benefits package Location London Easily commutable from Central London, Wimbledon, Croydon, Watford, Romford and surrounding areas Apply For a confidential discussion or to apply, please contact Jack Wood on or .
Corporate finance, advisory, proposal document preparation, mergers and acquisitions, deals Your new company This is an opportunity to join Northern Ireland's most active corporate finance team. Ranked deal advisory team in Northern Ireland, according to the latest Experian rankings, Our Client, advises ambitious family businesses, entrepreneurs and investors on some of the region's most exciting and high-profile transactions. Working alongside experienced dealmakers, you'll gain exposure to a diverse range of M&A, fundraising and strategic advisory assignments, helping clients navigate key moments in their growth journey. This is a fantastic opportunity to accelerate your career with a market-leading team. Your new role Facilitate successful delivery of corporate strategy assignments in conjunction with corporate finance transactionsLead the provision of high quality corporate finance advice to clients across all types of corporate finance transactionsProject manage corporate finance transactions, including acquisitions, disposals, due diligence, share valuations and fundraising.With support from Partners and Senior Managers, deliver high quality corporate finance advice to clients across all types of corporate finance transactions.Prepare proposal documents for partner reviewDevelop comprehensive knowledge of corporate finance advisory work, procedures, processes and techniquesDemonstrate working knowledge and experience of financial modelling and the ability to review models and advise staff and clients accordingly Perform detailed work as may be required, particularly work of an advanced technical nature, and produce detailed advice and recommendations, with due regard to risk. Produce and present high-quality reports, presentations and analysis for meetings and external distributionDemonstrate comprehensive knowledge and experience of executing corporate finance transactionsDemonstrate a comprehensive knowledge of accounting practices and financial analysis Utilise existing knowledge and further develop sector specialisms, using market knowledge and contacts to undertake deal initiation activities to support the department's business development activities. What you'll need to succeed Experience and skill set required for the role: Accountancy qualification, such as CAI or equivalent Previous experience of working in a similar role Expertise in technical compliance and advisory work Experience of working to tight deadlines Experience of handling a client portfolio with strong client engagement Experience of managing teams Experience of networking and business development What you'll get in return We want you to feel supported inside and outside of work. That's why we offer a benefits package designed for your wellbeing, lifestyle, and career.Time Off & Family Support Annual leave (plus public holidays), with the option to buy or carry over leave Enhanced parental leave (maternity, paternity, adoption) Paid volunteering day to support causes that matter to you Health & Wellbeing Private Medical Insurance (PMI) for you and the option to cover family members Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support Death in Service benefit Financial Security Competitive pension scheme Life assurance policies to support you and your family Flexible & Agile Working Hybrid working model Agile working culture that supports flexible hours and smarter working Modern office spaces designed for collaboration, focus, and wellbeing 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. 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 20, 2026
Full time
Corporate finance, advisory, proposal document preparation, mergers and acquisitions, deals Your new company This is an opportunity to join Northern Ireland's most active corporate finance team. Ranked deal advisory team in Northern Ireland, according to the latest Experian rankings, Our Client, advises ambitious family businesses, entrepreneurs and investors on some of the region's most exciting and high-profile transactions. Working alongside experienced dealmakers, you'll gain exposure to a diverse range of M&A, fundraising and strategic advisory assignments, helping clients navigate key moments in their growth journey. This is a fantastic opportunity to accelerate your career with a market-leading team. Your new role Facilitate successful delivery of corporate strategy assignments in conjunction with corporate finance transactionsLead the provision of high quality corporate finance advice to clients across all types of corporate finance transactionsProject manage corporate finance transactions, including acquisitions, disposals, due diligence, share valuations and fundraising.With support from Partners and Senior Managers, deliver high quality corporate finance advice to clients across all types of corporate finance transactions.Prepare proposal documents for partner reviewDevelop comprehensive knowledge of corporate finance advisory work, procedures, processes and techniquesDemonstrate working knowledge and experience of financial modelling and the ability to review models and advise staff and clients accordingly Perform detailed work as may be required, particularly work of an advanced technical nature, and produce detailed advice and recommendations, with due regard to risk. Produce and present high-quality reports, presentations and analysis for meetings and external distributionDemonstrate comprehensive knowledge and experience of executing corporate finance transactionsDemonstrate a comprehensive knowledge of accounting practices and financial analysis Utilise existing knowledge and further develop sector specialisms, using market knowledge and contacts to undertake deal initiation activities to support the department's business development activities. What you'll need to succeed Experience and skill set required for the role: Accountancy qualification, such as CAI or equivalent Previous experience of working in a similar role Expertise in technical compliance and advisory work Experience of working to tight deadlines Experience of handling a client portfolio with strong client engagement Experience of managing teams Experience of networking and business development What you'll get in return We want you to feel supported inside and outside of work. That's why we offer a benefits package designed for your wellbeing, lifestyle, and career.Time Off & Family Support Annual leave (plus public holidays), with the option to buy or carry over leave Enhanced parental leave (maternity, paternity, adoption) Paid volunteering day to support causes that matter to you Health & Wellbeing Private Medical Insurance (PMI) for you and the option to cover family members Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support Death in Service benefit Financial Security Competitive pension scheme Life assurance policies to support you and your family Flexible & Agile Working Hybrid working model Agile working culture that supports flexible hours and smarter working Modern office spaces designed for collaboration, focus, and wellbeing 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. 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.
Client Accounts Manager job opportunity based in Hoddesdon You will be proficient in preparing accounts, with a strong grasp of accounting standards and experience with Xero and other cloud systems to assist clients. Responsibilities include corporation tax returns, basic tax returns, rental account preparation, and some payroll tasks such as P11Ds and RTI. The role involves client relationship management, including work coordination, account preparation, query resolution, and time management. Additional duties encompass VAT return preparation, potential bookkeeping, and management accounts preparation. Proficiency in MS Office, particularly Excel, and familiarity with computerised account packages are essential. Strong communication skills and teamwork are vital. Preference is given to MAAT or QBE qualified individuals, although studiers may be considered. The role also requires willingness to undertake ad hoc tasks, such as cash flow forecasting. Standard working hours are 9am to 5.30pm but this can be flexible including hybrid working. CPD courses offered. Private healthcare offered. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Jun 20, 2026
Full time
Client Accounts Manager job opportunity based in Hoddesdon You will be proficient in preparing accounts, with a strong grasp of accounting standards and experience with Xero and other cloud systems to assist clients. Responsibilities include corporation tax returns, basic tax returns, rental account preparation, and some payroll tasks such as P11Ds and RTI. The role involves client relationship management, including work coordination, account preparation, query resolution, and time management. Additional duties encompass VAT return preparation, potential bookkeeping, and management accounts preparation. Proficiency in MS Office, particularly Excel, and familiarity with computerised account packages are essential. Strong communication skills and teamwork are vital. Preference is given to MAAT or QBE qualified individuals, although studiers may be considered. The role also requires willingness to undertake ad hoc tasks, such as cash flow forecasting. Standard working hours are 9am to 5.30pm but this can be flexible including hybrid working. CPD courses offered. Private healthcare offered. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Theale, Berkshire Monday to Friday 37.5 Hours We are seeking an experienced and commercially focused Senior Buyer, to join our Service Procurement team. This is a key role within the business, responsible for supporting the delivery and profitability of external service contracts and interventions across biomedical and endoscopy equipment services. The successful candidate will lead supplier negotiations, manage procurement performance, oversee service contract activities and support the ongoing development of procurement processes and team capability. This role requires a confident and analytical procurement professional who can operate effectively in a fast-paced, multi-disciplinary environment while building strong internal and external stakeholder relationships. You will also provide first-line leadership and support to the procurement team, ensuring service delivery, compliance and commercial performance targets are achieved. Important Application Criteria To be considered for this role, applicants must have: CIPS level 4, qualified as a minimum At least 2 years' procurement experience within a commercial or operational environment Experience of managing, negotiating and monitoring contracts Experience in Cost Management, SRM and Performance Improvement A minimum of 3 years' UK-based experience Experience managing suppliers, contracts and procurement activities independently Applications that do not meet these minimum requirements will not be considered. Responsibilities Support the Procurement Service Operations Manager (POM) and Head of Procurement (HOP) to deliver profitable external service contracts and interventions for biomedical and endoscopy equipment Lead negotiations of contract pricing and terms of maintenance contracts. Manage the suppliers and contracts in line with the supplier relationship management (SRM) programme, with focus on long-term sustainability, quality and profitability Oversee all biomed Private and NHS sites by supporting other team members, to ensure the accuracy and timeliness of Purchase Orders and Contracts. Deploy good decision process and techniques to optimise profit and value and balance the risk from the external spend Support team members with company bids and pricing exercises from a procurement perspective Support the business and team on the growing knowledge and capability, developing a clear process of engagement and ways of working Support the POM in agreeing internal SLAs with our internal customers and being first line contact for the buyers with standard business escalations. Ensure that all maintenance contracts records are accurately maintained, and prepare agreed monthly reports on external service contract spend and performance against SLAs Supporting buyers for decision making within agreed limits, especially in the absence of Procurement Operations Manager Assisting the POM to performance manage contract output to ensure quality and value for money Responsible for first line management and support of a team (presently three). Team budget of of cira £5m for responsible categories Performance Indicators Profitability and quality of procurement for outsourced service contracts, in support of the Group's Managed Equipment Services and self-maintenance operations On-time contract renewals Supplier relationship and performance management Build positive stakeholder relationships Monthly financial, staff and performance reporting Achievement of agreed personal and team objectives Can do attitude with the ability to drive collaborative change Essential Skills & Experience At least 2 years procurement experience Intermediate to advance excel skills required for detailed analysis Experience in Cost Management, SRM and Performance Improvement Knowledge and experience of medical devices and/or endoscopy devices (Desirable) Experience of managing, negotiating and monitoring contracts Proven ability to work successfully in a fast-paced multi-disciplinary environment. Appreciation of whole life cost management. Appreciation of engineering operations Essential Qualifications CIPS level 4, qualified as a minimum Benefits & Perks Private healthcare Employee Assistance Programme Pension scheme & salary sacrifice options Electric car and cycle-to-work schemes Flexible, supportive work environment A DBS Enhanced Disclosure is required. If this sounds like the role for you, email your CV to or contact Louise at One to One Personnel.
Jun 20, 2026
Full time
Theale, Berkshire Monday to Friday 37.5 Hours We are seeking an experienced and commercially focused Senior Buyer, to join our Service Procurement team. This is a key role within the business, responsible for supporting the delivery and profitability of external service contracts and interventions across biomedical and endoscopy equipment services. The successful candidate will lead supplier negotiations, manage procurement performance, oversee service contract activities and support the ongoing development of procurement processes and team capability. This role requires a confident and analytical procurement professional who can operate effectively in a fast-paced, multi-disciplinary environment while building strong internal and external stakeholder relationships. You will also provide first-line leadership and support to the procurement team, ensuring service delivery, compliance and commercial performance targets are achieved. Important Application Criteria To be considered for this role, applicants must have: CIPS level 4, qualified as a minimum At least 2 years' procurement experience within a commercial or operational environment Experience of managing, negotiating and monitoring contracts Experience in Cost Management, SRM and Performance Improvement A minimum of 3 years' UK-based experience Experience managing suppliers, contracts and procurement activities independently Applications that do not meet these minimum requirements will not be considered. Responsibilities Support the Procurement Service Operations Manager (POM) and Head of Procurement (HOP) to deliver profitable external service contracts and interventions for biomedical and endoscopy equipment Lead negotiations of contract pricing and terms of maintenance contracts. Manage the suppliers and contracts in line with the supplier relationship management (SRM) programme, with focus on long-term sustainability, quality and profitability Oversee all biomed Private and NHS sites by supporting other team members, to ensure the accuracy and timeliness of Purchase Orders and Contracts. Deploy good decision process and techniques to optimise profit and value and balance the risk from the external spend Support team members with company bids and pricing exercises from a procurement perspective Support the business and team on the growing knowledge and capability, developing a clear process of engagement and ways of working Support the POM in agreeing internal SLAs with our internal customers and being first line contact for the buyers with standard business escalations. Ensure that all maintenance contracts records are accurately maintained, and prepare agreed monthly reports on external service contract spend and performance against SLAs Supporting buyers for decision making within agreed limits, especially in the absence of Procurement Operations Manager Assisting the POM to performance manage contract output to ensure quality and value for money Responsible for first line management and support of a team (presently three). Team budget of of cira £5m for responsible categories Performance Indicators Profitability and quality of procurement for outsourced service contracts, in support of the Group's Managed Equipment Services and self-maintenance operations On-time contract renewals Supplier relationship and performance management Build positive stakeholder relationships Monthly financial, staff and performance reporting Achievement of agreed personal and team objectives Can do attitude with the ability to drive collaborative change Essential Skills & Experience At least 2 years procurement experience Intermediate to advance excel skills required for detailed analysis Experience in Cost Management, SRM and Performance Improvement Knowledge and experience of medical devices and/or endoscopy devices (Desirable) Experience of managing, negotiating and monitoring contracts Proven ability to work successfully in a fast-paced multi-disciplinary environment. Appreciation of whole life cost management. Appreciation of engineering operations Essential Qualifications CIPS level 4, qualified as a minimum Benefits & Perks Private healthcare Employee Assistance Programme Pension scheme & salary sacrifice options Electric car and cycle-to-work schemes Flexible, supportive work environment A DBS Enhanced Disclosure is required. If this sounds like the role for you, email your CV to or contact Louise at One to One Personnel.
Business Services Manager Your new company A well-established, Top 40 accountancy and advisory firm with a strong heritage and a modern, purpose-driven outlook is seeking a Business Services Manager to support the growth of its Business Services offering. The firm works with a diverse client base ranging from entrepreneurs and owner-managed businesses to larger, complex and international groups. Known for its collaborative culture, commitment to sustainability and people-first values, this organisation offers an environment where high performance is balanced with wellbeing and development. Your new role As Business Services Manager, you will take ownership of a varied client portfolio and lead the delivery of high-quality accounting and advisory services. This is a key leadership role, responsible for managing a growing Business Services "pod" within a hybrid working environment based in Cardiff. You will act as the main point of contact for clients, providing high-level advice, overseeing complex accounting and VAT matters, and ensuring all statutory and regulatory requirements are met. Alongside client delivery, you will manage and develop a team, encourage collaboration across departments, and help identify opportunities to enhance services and streamline processes. Key responsibilities include: Reviewing complex management accounts and statutory accounts Overseeing complex VAT returns, including cross-border and partial exemption matters Managing clients with audited entities and complex group structures Ensuring timely and accurate year-end adjustments Leading and developing a team, managing workloads and supporting progression Acting as a trusted advisor to clients, including overseas parent companies Working closely with audit, tax and other internal teams to deliver joined-up solutions Identifying opportunities for additional services and cross-selling Reviewing and improving processes to drive efficiency without compromising service quality What you'll need to succeed To be successful in this role, you will be a qualified accountant (ACCA, ACA, CIMA or equivalent) with strong technical expertise and proven experience managing client portfolios. You will also need: Excellent knowledge of Xero, Sage and cloud accounting systems Strong understanding of VAT, including postponed VAT accounting Up-to-date knowledge of accounting standards such as FRS 102 Experience dealing with HMRC and managing multiple deadlines Statutory accounts experience (preferred) Proven people management and leadership capability Excellent communication and relationship-building skills A proactive, solutions-focused mindset with the ability to lead by example What you'll get in return In return, you will receive a competitive salary of £52,000 - £58,000, alongside a comprehensive benefits package and a flexible, hybrid working model (35-hour week with flexitime). Benefits include: Private medical insurance and health cash plans Pension scheme and group life assurance Enhanced family leave and generous holiday entitlement Professional qualification support and structured development pathways Leadership development, mentoring and coaching opportunities Wellbeing initiatives and employee discount schemes A collaborative, inclusive culture with genuine career progression 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. 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 20, 2026
Full time
Business Services Manager Your new company A well-established, Top 40 accountancy and advisory firm with a strong heritage and a modern, purpose-driven outlook is seeking a Business Services Manager to support the growth of its Business Services offering. The firm works with a diverse client base ranging from entrepreneurs and owner-managed businesses to larger, complex and international groups. Known for its collaborative culture, commitment to sustainability and people-first values, this organisation offers an environment where high performance is balanced with wellbeing and development. Your new role As Business Services Manager, you will take ownership of a varied client portfolio and lead the delivery of high-quality accounting and advisory services. This is a key leadership role, responsible for managing a growing Business Services "pod" within a hybrid working environment based in Cardiff. You will act as the main point of contact for clients, providing high-level advice, overseeing complex accounting and VAT matters, and ensuring all statutory and regulatory requirements are met. Alongside client delivery, you will manage and develop a team, encourage collaboration across departments, and help identify opportunities to enhance services and streamline processes. Key responsibilities include: Reviewing complex management accounts and statutory accounts Overseeing complex VAT returns, including cross-border and partial exemption matters Managing clients with audited entities and complex group structures Ensuring timely and accurate year-end adjustments Leading and developing a team, managing workloads and supporting progression Acting as a trusted advisor to clients, including overseas parent companies Working closely with audit, tax and other internal teams to deliver joined-up solutions Identifying opportunities for additional services and cross-selling Reviewing and improving processes to drive efficiency without compromising service quality What you'll need to succeed To be successful in this role, you will be a qualified accountant (ACCA, ACA, CIMA or equivalent) with strong technical expertise and proven experience managing client portfolios. You will also need: Excellent knowledge of Xero, Sage and cloud accounting systems Strong understanding of VAT, including postponed VAT accounting Up-to-date knowledge of accounting standards such as FRS 102 Experience dealing with HMRC and managing multiple deadlines Statutory accounts experience (preferred) Proven people management and leadership capability Excellent communication and relationship-building skills A proactive, solutions-focused mindset with the ability to lead by example What you'll get in return In return, you will receive a competitive salary of £52,000 - £58,000, alongside a comprehensive benefits package and a flexible, hybrid working model (35-hour week with flexitime). Benefits include: Private medical insurance and health cash plans Pension scheme and group life assurance Enhanced family leave and generous holiday entitlement Professional qualification support and structured development pathways Leadership development, mentoring and coaching opportunities Wellbeing initiatives and employee discount schemes A collaborative, inclusive culture with genuine career progression 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. 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.
Job Title: Addepar Programme Manager Location: London (hybrid) Salary/Rate: (Apply online only) per day inside IR35 Start Date: Within 3-4 weeks Job Type: Initial 6 month contract Company Introduction We have an exciting opportunity now available with one of our sector-leading consultancy clients! They are currently looking for a skilled Programme Manager with strong Addepar experience to join their team in London at a tier 1 bank on a hybrid basis. Job Responsibilities/Objectives Seasoned Programme Manager with strong executive presence and gravitas. Ability to engage and influence senior stakeholders, including executive leadership. Experience managing vendor resources and multiple stakeholder groups. Ownership of the implementation roadmap and delivery across multiple workstreams. Previous experience as an Addepar Solution Architect, Implementation Lead, or similar. Strong understanding of Addepar, with the ability to review, challenge, and validate information provided by Addepar and vendors. Wealth Management and/or Private Banking experience preferred. Knowledge of relevant regulatory requirements would be beneficial (support available where required). Required Skills/Experience The ideal candidate will have the following: Experience within Wealth Management , Private Banking , or broader Financial Services environments. Knowledge of relevant wealth management and private banking regulatory requirements. Experience working within complex, multi-vendor delivery environments. If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format. Disclaimer Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies. Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.
Jun 20, 2026
Contractor
Job Title: Addepar Programme Manager Location: London (hybrid) Salary/Rate: (Apply online only) per day inside IR35 Start Date: Within 3-4 weeks Job Type: Initial 6 month contract Company Introduction We have an exciting opportunity now available with one of our sector-leading consultancy clients! They are currently looking for a skilled Programme Manager with strong Addepar experience to join their team in London at a tier 1 bank on a hybrid basis. Job Responsibilities/Objectives Seasoned Programme Manager with strong executive presence and gravitas. Ability to engage and influence senior stakeholders, including executive leadership. Experience managing vendor resources and multiple stakeholder groups. Ownership of the implementation roadmap and delivery across multiple workstreams. Previous experience as an Addepar Solution Architect, Implementation Lead, or similar. Strong understanding of Addepar, with the ability to review, challenge, and validate information provided by Addepar and vendors. Wealth Management and/or Private Banking experience preferred. Knowledge of relevant regulatory requirements would be beneficial (support available where required). Required Skills/Experience The ideal candidate will have the following: Experience within Wealth Management , Private Banking , or broader Financial Services environments. Knowledge of relevant wealth management and private banking regulatory requirements. Experience working within complex, multi-vendor delivery environments. If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format. Disclaimer Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies. Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.
A PE-backed organisation seeks a qualified accountant as Finance Strategy & Investments Manager. Your new company Our client is a highly successful, PE-backed consultancy business based in South Oxfordshire. Your new role Reporting to the Head of Finance Investments and Planning, this newly created role will join a team where the c ore responsibility is to manage the company's Sweet Equity incentive scheme (new joiners and leavers), provide strategic and financial modelling input on overall organic and inorganic growth initiatives, support deal execution on liquidity events and any potential buy-side opportunities, and project manage strategic growth focussed initiatives across the business. This role is a unique opportunity to be at the forefront of influencing strategic decision-making through the lens of commercial finance, interacting with founders, management leaders, external debt providers, and private equity investors. What you'll need to succeed The successful candidate will be a qualified accountant with modelling p roficiency. You will be comfortable building scalable growth financial models with scenario planning functionality and be aware of how AI tools can be used to enhance finance model outputs. You will have experience as either an adviser in practice on sell-side or buy-side transactions, or have worked within industry in acquisitive businesses. An understanding of due diligence, different valuation models and key deal statements, including Quality of Earnings, Net Working Capital and Net Debt, are all required, as well as a basic understanding of portfolio company capital structures in a private equity environment, e.g. Loan Notes versus Sweet Equity. What you'll get in return This is an exceptional opportunity to join a business that seeks to maximise the potential of all their people and can offer excellent career and personal development. It is a high energy environment coupled with support including from stretching projects, on-the-job feedback and developmental guidance from senior directors and partners. A competitive salary + a generous benefits package includes 29 days holiday, profit share and equity schemes. 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. 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 19, 2026
Full time
A PE-backed organisation seeks a qualified accountant as Finance Strategy & Investments Manager. Your new company Our client is a highly successful, PE-backed consultancy business based in South Oxfordshire. Your new role Reporting to the Head of Finance Investments and Planning, this newly created role will join a team where the c ore responsibility is to manage the company's Sweet Equity incentive scheme (new joiners and leavers), provide strategic and financial modelling input on overall organic and inorganic growth initiatives, support deal execution on liquidity events and any potential buy-side opportunities, and project manage strategic growth focussed initiatives across the business. This role is a unique opportunity to be at the forefront of influencing strategic decision-making through the lens of commercial finance, interacting with founders, management leaders, external debt providers, and private equity investors. What you'll need to succeed The successful candidate will be a qualified accountant with modelling p roficiency. You will be comfortable building scalable growth financial models with scenario planning functionality and be aware of how AI tools can be used to enhance finance model outputs. You will have experience as either an adviser in practice on sell-side or buy-side transactions, or have worked within industry in acquisitive businesses. An understanding of due diligence, different valuation models and key deal statements, including Quality of Earnings, Net Working Capital and Net Debt, are all required, as well as a basic understanding of portfolio company capital structures in a private equity environment, e.g. Loan Notes versus Sweet Equity. What you'll get in return This is an exceptional opportunity to join a business that seeks to maximise the potential of all their people and can offer excellent career and personal development. It is a high energy environment coupled with support including from stretching projects, on-the-job feedback and developmental guidance from senior directors and partners. A competitive salary + a generous benefits package includes 29 days holiday, profit share and equity schemes. 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. 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.
Head - Complex Transaction Support Homes England National Housing Bank 81,443 - 93,055 Location: Hybrid 50/50 Our new headquarters are based in Leeds, however, candidates also have the option to attend our offices in Birmingham, Bristol, Liverpool, London, Manchester, Newcastle or Northstowe. Homes England launched the National Housing Bank, a new government-backed investment platform to accelerate housing delivery across England. With 16bn in capital, it will unlock private investment, support regeneration and accelerate housing delivery across the UK. Joining now offers a rare opportunity to shape a major new national investment platform from the ground up. The role holder will lead and manage a small team of Senior Managers within the Complex Transaction Support (CTS) team, overseeing a portfolio of distressed lending cases (including debt, equity, guarantees and equity investments) within the Bank's wider Debt team. These cases are high-profile and have been transferred to the CTS team due to identified delivery, fiscal, or reputational risks. The job holder will report directly to the Assistant Director, Complex Transaction Support, and will be required to exhibit gravitas, negotiation and restructuring skills both externally and internally in a high-pressure public environment. Complimentary requirements include an exceptional Credit & Risk and Organisational skill set. The opportunity Responsibilities include: Designing, implementing, and maintaining an effective system for identifying, analysing, and assessing emerging risk within the mainstream portfolio which is managed by the Portfolio Management team. Designing, implementing, and executing an agreed work out strategy for all identified Risk cases, by applying a wide range of restructuring options. Delivering elected restructuring strategies internally through: Risk, Executive Investment Committee, (and when required) the Risk teams within Ministry - Ministry for Housing, Communities, Local Government (MHCLG) and the HM Treasury (HMT). Maintaining, managing, and implementing the CTS designed Watch List Process through monthly updates to Risk and monthly management meeting with Portfolio Management and Risk, which are minuted and passed to the Chief Risk Officer to fulfil a robust and auditable review process. Maintenance of an effective database of all potential, current and historic impaired and written down loans, to provide an accurate and concise assessment of the position of the Debt Team Risk exposures. The job holder will be expected to introduce and embed best practice, disciplines, and processes from the Corporate and Commercial Banking sector into the Agency. This will include providing advisory engagement into Risk, the Senior Management within the Bank (including the CEO and Chairperson), the board, MHCLG and HMT. Candidate profile The jobholder will be required to exhibit extensive technical capability in insolvency procedures and restructuring options. Proven understanding of insolvency law and the law relating to Administration, Law of Property Act Receivership, and other enforcement mechanisms (for example schemes of arrangement and sale of debt). Significant experience in successfully leading and managing a team of individuals who have worked with distressed lending positions. Leadership experience and credibility to run a high output team dealing with diverse risk problems in high pressure situations. Proven experience of managing complex lending positions to maximise the Agency delivery while minimising financial loss; by using exhibited analysis and problem-solving techniques to achieve the optimum outcome. Extensive Credit Risk experience across Real Estate sector, to establish development and counterparty risk. The ability to concisely present complex distressed lending problems with a decided work out strategy to Senior Management, Board members within the Bank , and MHCLG and HMT and in both written and verbal format. Why join? Help build a new national investment institution Work on complex housing and regeneration transactions Deploy 16bn of government-backed capital Hybrid 50/50 working across multiple national locations Defined benefit pension and strong public-sector benefits Contact point for applicants Name : Ciara Lynn Email : Recruitment team Email : Closing date: 26th June, 2026 Right to Work in the UK is required.
Jun 19, 2026
Full time
Head - Complex Transaction Support Homes England National Housing Bank 81,443 - 93,055 Location: Hybrid 50/50 Our new headquarters are based in Leeds, however, candidates also have the option to attend our offices in Birmingham, Bristol, Liverpool, London, Manchester, Newcastle or Northstowe. Homes England launched the National Housing Bank, a new government-backed investment platform to accelerate housing delivery across England. With 16bn in capital, it will unlock private investment, support regeneration and accelerate housing delivery across the UK. Joining now offers a rare opportunity to shape a major new national investment platform from the ground up. The role holder will lead and manage a small team of Senior Managers within the Complex Transaction Support (CTS) team, overseeing a portfolio of distressed lending cases (including debt, equity, guarantees and equity investments) within the Bank's wider Debt team. These cases are high-profile and have been transferred to the CTS team due to identified delivery, fiscal, or reputational risks. The job holder will report directly to the Assistant Director, Complex Transaction Support, and will be required to exhibit gravitas, negotiation and restructuring skills both externally and internally in a high-pressure public environment. Complimentary requirements include an exceptional Credit & Risk and Organisational skill set. The opportunity Responsibilities include: Designing, implementing, and maintaining an effective system for identifying, analysing, and assessing emerging risk within the mainstream portfolio which is managed by the Portfolio Management team. Designing, implementing, and executing an agreed work out strategy for all identified Risk cases, by applying a wide range of restructuring options. Delivering elected restructuring strategies internally through: Risk, Executive Investment Committee, (and when required) the Risk teams within Ministry - Ministry for Housing, Communities, Local Government (MHCLG) and the HM Treasury (HMT). Maintaining, managing, and implementing the CTS designed Watch List Process through monthly updates to Risk and monthly management meeting with Portfolio Management and Risk, which are minuted and passed to the Chief Risk Officer to fulfil a robust and auditable review process. Maintenance of an effective database of all potential, current and historic impaired and written down loans, to provide an accurate and concise assessment of the position of the Debt Team Risk exposures. The job holder will be expected to introduce and embed best practice, disciplines, and processes from the Corporate and Commercial Banking sector into the Agency. This will include providing advisory engagement into Risk, the Senior Management within the Bank (including the CEO and Chairperson), the board, MHCLG and HMT. Candidate profile The jobholder will be required to exhibit extensive technical capability in insolvency procedures and restructuring options. Proven understanding of insolvency law and the law relating to Administration, Law of Property Act Receivership, and other enforcement mechanisms (for example schemes of arrangement and sale of debt). Significant experience in successfully leading and managing a team of individuals who have worked with distressed lending positions. Leadership experience and credibility to run a high output team dealing with diverse risk problems in high pressure situations. Proven experience of managing complex lending positions to maximise the Agency delivery while minimising financial loss; by using exhibited analysis and problem-solving techniques to achieve the optimum outcome. Extensive Credit Risk experience across Real Estate sector, to establish development and counterparty risk. The ability to concisely present complex distressed lending problems with a decided work out strategy to Senior Management, Board members within the Bank , and MHCLG and HMT and in both written and verbal format. Why join? Help build a new national investment institution Work on complex housing and regeneration transactions Deploy 16bn of government-backed capital Hybrid 50/50 working across multiple national locations Defined benefit pension and strong public-sector benefits Contact point for applicants Name : Ciara Lynn Email : Recruitment team Email : Closing date: 26th June, 2026 Right to Work in the UK is required.
Part-time Finance Administrator - Remote/Office Hybrid (1 day on-site per week) - Based in Cheltenham - Hays Your new company Hays Accountancy & Finance are partnering with one of Gloucestershire's top employers to recruit a dynamic & hands-on Part-time Finance Administrator. Based in Cheltenham, Gloucestershire, this varied role will report directly to the Credit Manager to provide support to the credit team, including processing of electronic invoices, statements, credit notes & query resolution. The position is 24 hours per week spread over 4 or 5 days, hybrid working of one day on-site, four days remote, flexible start and finish times along with a competitive benefit scheme. This is a great opportunity to join a leading engineering group on a permanent basis where value can really be added. Your new role Your key duties will involve uploading electronic invoices to customer portals & third-party systems, responding to/resolving invoice queries via email, issuing sales invoices, along with processing credit notes following approval. You will ensure all documents are correctly recorded in various finance systems, monitor submission statutes, send payment reminders in line with credit control procedures, along with processing customer statements. You will support the Credit Manager & team with reducing overdue balances, assist with month-end routine reporting, provide general finance administration support, along with contributing to process improvement for the credit department. What you'll need to succeed To be considered for this part-time flexible Financial Administrator role, you will need experience with credit administration, finance or accounts. Strong attention to detail, accuracy with numerical data, key time management skills, along with strong communication skills to build internal/external relationships. You will be confident using email systems along with MS Office (Excel & Outlook), and the ability to manage workloads to deadlines with a proactive & reliable approach to work. You will be a team player who can use their own initiative, professional with a customer-focused manner. Experience using portal systems, along with working within a large manufacturing/engineering group would be advantageous but not essential. What you'll get in return This permanent part-time Finance Administrator role offers a salary of £28,000 per annum, pro rata over 24 hours per week (ideally over 4 or 5 days per week), based in Cheltenham, Gloucestershire. Benefits include hybrid working of one day on-site, four days remote per week, 27 days holiday plus bank, a generous pension scheme up to 10 %, a health care plan, private medical cover, profit-related bonus scheme & more. A great opportunity to join a leading, successful & global Engineering group where value can be added. 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. 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 19, 2026
Full time
Part-time Finance Administrator - Remote/Office Hybrid (1 day on-site per week) - Based in Cheltenham - Hays Your new company Hays Accountancy & Finance are partnering with one of Gloucestershire's top employers to recruit a dynamic & hands-on Part-time Finance Administrator. Based in Cheltenham, Gloucestershire, this varied role will report directly to the Credit Manager to provide support to the credit team, including processing of electronic invoices, statements, credit notes & query resolution. The position is 24 hours per week spread over 4 or 5 days, hybrid working of one day on-site, four days remote, flexible start and finish times along with a competitive benefit scheme. This is a great opportunity to join a leading engineering group on a permanent basis where value can really be added. Your new role Your key duties will involve uploading electronic invoices to customer portals & third-party systems, responding to/resolving invoice queries via email, issuing sales invoices, along with processing credit notes following approval. You will ensure all documents are correctly recorded in various finance systems, monitor submission statutes, send payment reminders in line with credit control procedures, along with processing customer statements. You will support the Credit Manager & team with reducing overdue balances, assist with month-end routine reporting, provide general finance administration support, along with contributing to process improvement for the credit department. What you'll need to succeed To be considered for this part-time flexible Financial Administrator role, you will need experience with credit administration, finance or accounts. Strong attention to detail, accuracy with numerical data, key time management skills, along with strong communication skills to build internal/external relationships. You will be confident using email systems along with MS Office (Excel & Outlook), and the ability to manage workloads to deadlines with a proactive & reliable approach to work. You will be a team player who can use their own initiative, professional with a customer-focused manner. Experience using portal systems, along with working within a large manufacturing/engineering group would be advantageous but not essential. What you'll get in return This permanent part-time Finance Administrator role offers a salary of £28,000 per annum, pro rata over 24 hours per week (ideally over 4 or 5 days per week), based in Cheltenham, Gloucestershire. Benefits include hybrid working of one day on-site, four days remote per week, 27 days holiday plus bank, a generous pension scheme up to 10 %, a health care plan, private medical cover, profit-related bonus scheme & more. A great opportunity to join a leading, successful & global Engineering group where value can be added. 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. 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.
Finance Manager, Edgbaston, Permanent, £40,000-£50,000, Office Based RoleGreenwell Gleeson are working exclusively with an organisation based just on the outskirts of Birmingham who are seeking an experienced and proactive Finance Manager to join their dynamic team at a well-established private school. This is an exciting opportunity to play a key role in managing the school's finances and supporting its continued growth and excellence.The successful candidate will work closely with the Headteacher and Governors, providing strategic financial insight and ensuring robust financial processes are in place.Key ResponsibilitiesLead the preparation and management of the school's annual budget and financial forecastsProduce monthly management accounts and financial reports for senior leadership and governorsOversee day-to-day financial operations, including payroll, purchasing, and cash flow managementManage the billing and collection of school fees and monitor debtor balancesEnsure compliance with financial regulations, accounting standards, and internal policiesLiaise with auditors and manage year-end accounts and statutory reportingDevelop and maintain strong financial controls and proceduresManage and support finance team membersAbout YouProfessionally qualified (ACCA, CIMA, ACA) or qualified by experienceExperienced in financial management, ideally within education or a similar environmentHighly organised, with strong attention to detailA confident communicator, able to present financial information clearlyProficient in financial systems and ExcelAble to work independently while contributing to a collaborative teamDesirable ExperienceExperience in a fee-paying school or similar organisationKnowledge of VAT, payroll, and pensionsExperience working with governors or trusteesWhat's On OfferFree child place25 Days Holiday + Bank HolidaysTerm Time - 8.15am-4.15pm / Non Term Time - 1 Day WFH, 9am-3pmGreenwell Gleeson Ltd is acting as an Employment Business in relation to this vacancy.To find out more about how and why Greenwell Gleeson Ltd process your personal data in line with the data protection regime please go to the privacy notice on our website
Jun 19, 2026
Full time
Finance Manager, Edgbaston, Permanent, £40,000-£50,000, Office Based RoleGreenwell Gleeson are working exclusively with an organisation based just on the outskirts of Birmingham who are seeking an experienced and proactive Finance Manager to join their dynamic team at a well-established private school. This is an exciting opportunity to play a key role in managing the school's finances and supporting its continued growth and excellence.The successful candidate will work closely with the Headteacher and Governors, providing strategic financial insight and ensuring robust financial processes are in place.Key ResponsibilitiesLead the preparation and management of the school's annual budget and financial forecastsProduce monthly management accounts and financial reports for senior leadership and governorsOversee day-to-day financial operations, including payroll, purchasing, and cash flow managementManage the billing and collection of school fees and monitor debtor balancesEnsure compliance with financial regulations, accounting standards, and internal policiesLiaise with auditors and manage year-end accounts and statutory reportingDevelop and maintain strong financial controls and proceduresManage and support finance team membersAbout YouProfessionally qualified (ACCA, CIMA, ACA) or qualified by experienceExperienced in financial management, ideally within education or a similar environmentHighly organised, with strong attention to detailA confident communicator, able to present financial information clearlyProficient in financial systems and ExcelAble to work independently while contributing to a collaborative teamDesirable ExperienceExperience in a fee-paying school or similar organisationKnowledge of VAT, payroll, and pensionsExperience working with governors or trusteesWhat's On OfferFree child place25 Days Holiday + Bank HolidaysTerm Time - 8.15am-4.15pm / Non Term Time - 1 Day WFH, 9am-3pmGreenwell Gleeson Ltd is acting as an Employment Business in relation to this vacancy.To find out more about how and why Greenwell Gleeson Ltd process your personal data in line with the data protection regime please go to the privacy notice on our website
Get Staffed Online Recruitment Limited
Ringwood, Hampshire
Asset Manager Location: Ringwood, Hampshire Salary: £40,000 £45,000 Hours: 37.5 hours per week The Role As the Asset Manager, you will be responsible for maintaining accurate records of all Configuration Items, including hardware, software and license assets, throughout their lifecycle across multiple configuration management databases, ensuring these feed correctly into the central Configuration Management System. The role is accountable for ensuring the delivery of accurate, auditable records that support data integrity across all managed assets. This will include reporting asset information to internal and external customers. The postholder will use a range of reporting tools and portals to extract, cleanse and merge datasets. They will also assist in developing standard reports and dashboards to support the delivery of services and projects. Skills and Experience: Proven experience in asset or configuration management, including lifecycle governance. Strong knowledge of asset lifecycle processes (procurement to disposal). Solid understanding of software licensing and compliance. Advanced Excel and data analysis skills. Experience driving and measuring process improvements. Strong analytical and problem-solving abilities. Ability to communicate complex information clearly to stakeholders. Excellent stakeholder engagement skills across all levels. Experience producing reports and dashboards for decision-making. Proactive approach to continuous improvement and data integrity. This role is subject to a clear standard DBS check being received. The Package: Company Profit Share (first £3,600 is tax free). 22 days annual leave plus bank holidays, increasing with your length of service. Birthday as additional paid leave. Additional paid leave (dependent on company performance). Private Medical Insurance, including dental. Ongoing training and support. Company sick pay policy. Pension Scheme. Hybrid Working Progression opportunities. Fresh fruit, the occasional pizza and a posh coffee machine! Our Client Our client has been a specialist IT Infrastructure and Support Services provider for over 25 years. They are an Employee Ownership Trust a growing company. They are proud winners of Best Place to Work award and overall winner of the Ringwood Business Awards 2024. Their core services include support desk, on-site engineering, project management and delivery, storage and logistics, and technical consultancy. They encourage progression within themselves for their colleagues, offering opportunities in other teams and departments. Join our client s friendly company, where a great team and a positive culture await you.
Jun 19, 2026
Full time
Asset Manager Location: Ringwood, Hampshire Salary: £40,000 £45,000 Hours: 37.5 hours per week The Role As the Asset Manager, you will be responsible for maintaining accurate records of all Configuration Items, including hardware, software and license assets, throughout their lifecycle across multiple configuration management databases, ensuring these feed correctly into the central Configuration Management System. The role is accountable for ensuring the delivery of accurate, auditable records that support data integrity across all managed assets. This will include reporting asset information to internal and external customers. The postholder will use a range of reporting tools and portals to extract, cleanse and merge datasets. They will also assist in developing standard reports and dashboards to support the delivery of services and projects. Skills and Experience: Proven experience in asset or configuration management, including lifecycle governance. Strong knowledge of asset lifecycle processes (procurement to disposal). Solid understanding of software licensing and compliance. Advanced Excel and data analysis skills. Experience driving and measuring process improvements. Strong analytical and problem-solving abilities. Ability to communicate complex information clearly to stakeholders. Excellent stakeholder engagement skills across all levels. Experience producing reports and dashboards for decision-making. Proactive approach to continuous improvement and data integrity. This role is subject to a clear standard DBS check being received. The Package: Company Profit Share (first £3,600 is tax free). 22 days annual leave plus bank holidays, increasing with your length of service. Birthday as additional paid leave. Additional paid leave (dependent on company performance). Private Medical Insurance, including dental. Ongoing training and support. Company sick pay policy. Pension Scheme. Hybrid Working Progression opportunities. Fresh fruit, the occasional pizza and a posh coffee machine! Our Client Our client has been a specialist IT Infrastructure and Support Services provider for over 25 years. They are an Employee Ownership Trust a growing company. They are proud winners of Best Place to Work award and overall winner of the Ringwood Business Awards 2024. Their core services include support desk, on-site engineering, project management and delivery, storage and logistics, and technical consultancy. They encourage progression within themselves for their colleagues, offering opportunities in other teams and departments. Join our client s friendly company, where a great team and a positive culture await you.
Finance Manager Wigan £45,000 Permanent 33 days holiday (inc of BH) Your new company I am working with a well-established, privately owned UK business based in Wigan, operating within the manufacturing sector. With a strong reputation built over several decades, the company prides itself on high levels of customer service and strong supplier relationships. They have a loyal and long-standing workforce, reflecting a positive and stable working environment. Following a period of change within the finance team, the business is now investing in strengthening its finance function to support future operations and continued efficiency improvements, therefore recruiting for an experienced Finance Manager. Your new role In your new role as Finance Manager, you will be taking responsibility for overseeing the day-to-day running of a small accounts function. This is a varied position where you will ensure the production of timely and accurate management accounts, maintain strong financial controls, and oversee transactional processes across sales ledger, purchase ledger and credit control.The role includes managing cash flow, bank reconciliations, accruals and prepayments, VAT returns, and supporting year-end processes, including liaising with external auditors. You will also play a key role in monitoring customer credit risk, handling bad debt, and ensuring compliance across the finance function. Given the size of the team, you will remain close to the detail, supporting operational finance tasks while also providing insight to support business decision-making. This is a full time role, based from their offices in Wigan. What you'll need to succeed To be successful for this role, you will be an experienced finance professional, ideally with a background in management accounts or finance management within an SME environment. You will be comfortable working in a hands-on role, managing both transactional and reporting responsibilities, and will demonstrate strong attention to detail and organisational skills.You will be proactive, able to prioritise workload effectively and confident in working independently within a small team. Strong systems skills and experience producing management accounts are essential, alongside a good understanding of credit control and cash flow management. You will also be a team player who is looking for a long-term opportunity within a stable and supportive business environment where you can contribute to continuous improvement. What you'll get in return In return for this, you will be offered a competitive salary between £40,000 - £45,000 which is dependent on your experience, alongside a range of benefits including 25 days holidays, plus bank holidays, onsite parking, an on-site subsidised canteen and pension contribution. 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. 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 19, 2026
Full time
Finance Manager Wigan £45,000 Permanent 33 days holiday (inc of BH) Your new company I am working with a well-established, privately owned UK business based in Wigan, operating within the manufacturing sector. With a strong reputation built over several decades, the company prides itself on high levels of customer service and strong supplier relationships. They have a loyal and long-standing workforce, reflecting a positive and stable working environment. Following a period of change within the finance team, the business is now investing in strengthening its finance function to support future operations and continued efficiency improvements, therefore recruiting for an experienced Finance Manager. Your new role In your new role as Finance Manager, you will be taking responsibility for overseeing the day-to-day running of a small accounts function. This is a varied position where you will ensure the production of timely and accurate management accounts, maintain strong financial controls, and oversee transactional processes across sales ledger, purchase ledger and credit control.The role includes managing cash flow, bank reconciliations, accruals and prepayments, VAT returns, and supporting year-end processes, including liaising with external auditors. You will also play a key role in monitoring customer credit risk, handling bad debt, and ensuring compliance across the finance function. Given the size of the team, you will remain close to the detail, supporting operational finance tasks while also providing insight to support business decision-making. This is a full time role, based from their offices in Wigan. What you'll need to succeed To be successful for this role, you will be an experienced finance professional, ideally with a background in management accounts or finance management within an SME environment. You will be comfortable working in a hands-on role, managing both transactional and reporting responsibilities, and will demonstrate strong attention to detail and organisational skills.You will be proactive, able to prioritise workload effectively and confident in working independently within a small team. Strong systems skills and experience producing management accounts are essential, alongside a good understanding of credit control and cash flow management. You will also be a team player who is looking for a long-term opportunity within a stable and supportive business environment where you can contribute to continuous improvement. What you'll get in return In return for this, you will be offered a competitive salary between £40,000 - £45,000 which is dependent on your experience, alongside a range of benefits including 25 days holidays, plus bank holidays, onsite parking, an on-site subsidised canteen and pension contribution. 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. 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.
Head of Compliance (SMF16 & SMF17) London Hybrid Working Competitive Salary + Bonus + Equity Incentives An exciting opportunity has arisen for an experienced compliance professional to join a rapidly growing, technology-driven wealth management business as Head of Compliance. This is a senior leadership position offering the opportunity to shape and oversee the firm's regulatory, compliance, and financial crime framework whilst working closely with the founders and executive team. The successful individual will hold SMF16 (Compliance Oversight) and SMF17 (Money Laundering Reporting Officer) responsibilities and play a key role in supporting the continued growth of an innovative FCA-regulated business. The Opportunity Our client is a forward-thinking wealth management firm that combines technology with high-quality financial planning and investment solutions. Having established a strong reputation within the market, the business is entering an exciting phase of growth and is seeking a commercially minded compliance leader who can balance robust governance with strategic business support. This role offers significant visibility across the organisation and the opportunity to influence decision-making at the highest level. Key Responsibilities Act as SMF16 (Compliance Oversight) and SMF17 (MLRO). Provide strategic compliance guidance to senior management and the Board. Maintain and enhance the firm's compliance monitoring programme. Oversee regulatory reporting and FCA engagement. Ensure ongoing compliance with FCA rules, Consumer Duty requirements, and wider regulatory obligations. Lead the firm's financial crime, AML, and sanctions framework. Develop and maintain policies, procedures, and governance controls. Conduct risk assessments and provide regulatory advice on business initiatives and change projects. Deliver compliance training and promote a positive compliance culture throughout the business. Support the firm's growth plans whilst ensuring appropriate regulatory oversight and risk management. About You Applicants should possess: Previous experience operating in a senior compliance leadership role within an FCA-regulated wealth management, financial planning, investment management, or broader financial services environment. The capability and credibility to perform SMF16 and SMF17 responsibilities. Strong knowledge of FCA regulation, Consumer Duty, AML requirements, and the Senior Managers & Certification Regime. Experience engaging with regulators and senior stakeholders. Commercial awareness and the ability to provide pragmatic, solutions-focused compliance advice. Excellent communication and leadership skills. Package Competitive basic salary Discretionary annual bonus Equity/share incentive opportunity 27 days holiday Pension contribution Private Medical Insurance Income Protection Death in Service cover Flexible hybrid working arrangements Ongoing professional development support High-quality home office equipment provided This is an excellent opportunity for an ambitious compliance professional seeking a visible and influential leadership role within a modern, fast-growing financial services business.
Jun 19, 2026
Full time
Head of Compliance (SMF16 & SMF17) London Hybrid Working Competitive Salary + Bonus + Equity Incentives An exciting opportunity has arisen for an experienced compliance professional to join a rapidly growing, technology-driven wealth management business as Head of Compliance. This is a senior leadership position offering the opportunity to shape and oversee the firm's regulatory, compliance, and financial crime framework whilst working closely with the founders and executive team. The successful individual will hold SMF16 (Compliance Oversight) and SMF17 (Money Laundering Reporting Officer) responsibilities and play a key role in supporting the continued growth of an innovative FCA-regulated business. The Opportunity Our client is a forward-thinking wealth management firm that combines technology with high-quality financial planning and investment solutions. Having established a strong reputation within the market, the business is entering an exciting phase of growth and is seeking a commercially minded compliance leader who can balance robust governance with strategic business support. This role offers significant visibility across the organisation and the opportunity to influence decision-making at the highest level. Key Responsibilities Act as SMF16 (Compliance Oversight) and SMF17 (MLRO). Provide strategic compliance guidance to senior management and the Board. Maintain and enhance the firm's compliance monitoring programme. Oversee regulatory reporting and FCA engagement. Ensure ongoing compliance with FCA rules, Consumer Duty requirements, and wider regulatory obligations. Lead the firm's financial crime, AML, and sanctions framework. Develop and maintain policies, procedures, and governance controls. Conduct risk assessments and provide regulatory advice on business initiatives and change projects. Deliver compliance training and promote a positive compliance culture throughout the business. Support the firm's growth plans whilst ensuring appropriate regulatory oversight and risk management. About You Applicants should possess: Previous experience operating in a senior compliance leadership role within an FCA-regulated wealth management, financial planning, investment management, or broader financial services environment. The capability and credibility to perform SMF16 and SMF17 responsibilities. Strong knowledge of FCA regulation, Consumer Duty, AML requirements, and the Senior Managers & Certification Regime. Experience engaging with regulators and senior stakeholders. Commercial awareness and the ability to provide pragmatic, solutions-focused compliance advice. Excellent communication and leadership skills. Package Competitive basic salary Discretionary annual bonus Equity/share incentive opportunity 27 days holiday Pension contribution Private Medical Insurance Income Protection Death in Service cover Flexible hybrid working arrangements Ongoing professional development support High-quality home office equipment provided This is an excellent opportunity for an ambitious compliance professional seeking a visible and influential leadership role within a modern, fast-growing financial services business.
Our client, a prestigious international bank in London, are seeking a results-driven Relationship Manager to spearhead the growth of its Private Banking portfolio in the UK, with a specific focus on property loans and deposits. The role will be the primary driver for acquiring New-to-Bank (NTB) High Net Worth (HNW) clients with sizeable investable assets. Expertise in acquisition and coverage of clients with a strong MENA and GCC nexus is essential. Main responsibilities will include; Business Development & NTB Acquisition (Primary Focus) • Target Acquisition: Identify and source NTB opportunities within the Levant region (specifically Lebanon, Syria, Jordan, UAE and KSA) to expand the client base in line with the strategic plan. • Hospitality Sector Focus: Proactively identify and secure new lending opportunities for hotel assets within the UK for MENA-based investors. • Syndicated Lending: Explore and develop opportunities for syndicated lending by collaborating with other MENA-focused financial institutions and banks based in London. • Strategy Implementation: Develop and execute commercial goals and business development strategies as approved by the Country Manager. • External Stakeholder Engagement: Represent the Bank at industry events and networking forums to build a high-quality referral pipeline among MENA HNW/UHNW communities. Relationship Management & Retention (Secondary Focus) • Portfolio Management: Manage and grow existing client relationships, focusing on risk evaluation, profitability, and the efficient use of financial resources. • Wallet Share Expansion: Identify opportunities to introduce existing clients to Treasury and Trade Finance products to deepen the banking relationship. • Retention Strategy: Conduct regular briefings on the status of the portfolio to ensure alignment with the Bank's long-term objectives. Credit Risk, Onboarding & Compliance • Lending Pipeline: Drive new lending business opportunities specifically aligned with the Bank's established risk appetite and criteria. • Pre-Screening: Perform initial risk evaluations on all NTB leads and structured finance proposals to ensure they fit the Bank's profile. • Credit Applications: Assist in the preparation of credit files and conduct regular reviews of the portfolio. • KYC & Enhanced Due Diligence (EDD): Lead the account opening and KYC process, ensuring robust due diligence for clients from the Levant and MENA regions per UK Law and FCA/PRA regulations. • Regulatory Accuracy: Monitor and manage KYC figures to ensure they consistently meet or exceed internal and regulatory benchmarks for completeness and accuracy. To be considered for this position, ideal candidates must have the following experience and skills; • Native or professional fluency in Arabic (spoken and written) is mandatory to engage effectively with clients. • Proven experience in the UK and wealth management. • A good understanding of the Consumer Duty and Conduct Rules under the SM&CR framework, ensuring all business development activities prioritise positive customer outcomes and market integrity • Comprehensive knowledge of the UK real estate market and extensive experience with structured finance techniques as they apply to property transactions. • Proficiency in LMA (Loan Market Association) documentation and a thorough understanding of the legal and operational frameworks for syndicated lending. • Ability to communicate through verbal and written channels to influence and engage clients across diverse cultural and professional backgrounds. • Awareness and understanding of the main risks of the business (Credit, Operational, and Regulatory) and the role of management mitigations. • Strong interpersonal skills and the ability to manage teams effectively in a collaborative environment.
Jun 19, 2026
Full time
Our client, a prestigious international bank in London, are seeking a results-driven Relationship Manager to spearhead the growth of its Private Banking portfolio in the UK, with a specific focus on property loans and deposits. The role will be the primary driver for acquiring New-to-Bank (NTB) High Net Worth (HNW) clients with sizeable investable assets. Expertise in acquisition and coverage of clients with a strong MENA and GCC nexus is essential. Main responsibilities will include; Business Development & NTB Acquisition (Primary Focus) • Target Acquisition: Identify and source NTB opportunities within the Levant region (specifically Lebanon, Syria, Jordan, UAE and KSA) to expand the client base in line with the strategic plan. • Hospitality Sector Focus: Proactively identify and secure new lending opportunities for hotel assets within the UK for MENA-based investors. • Syndicated Lending: Explore and develop opportunities for syndicated lending by collaborating with other MENA-focused financial institutions and banks based in London. • Strategy Implementation: Develop and execute commercial goals and business development strategies as approved by the Country Manager. • External Stakeholder Engagement: Represent the Bank at industry events and networking forums to build a high-quality referral pipeline among MENA HNW/UHNW communities. Relationship Management & Retention (Secondary Focus) • Portfolio Management: Manage and grow existing client relationships, focusing on risk evaluation, profitability, and the efficient use of financial resources. • Wallet Share Expansion: Identify opportunities to introduce existing clients to Treasury and Trade Finance products to deepen the banking relationship. • Retention Strategy: Conduct regular briefings on the status of the portfolio to ensure alignment with the Bank's long-term objectives. Credit Risk, Onboarding & Compliance • Lending Pipeline: Drive new lending business opportunities specifically aligned with the Bank's established risk appetite and criteria. • Pre-Screening: Perform initial risk evaluations on all NTB leads and structured finance proposals to ensure they fit the Bank's profile. • Credit Applications: Assist in the preparation of credit files and conduct regular reviews of the portfolio. • KYC & Enhanced Due Diligence (EDD): Lead the account opening and KYC process, ensuring robust due diligence for clients from the Levant and MENA regions per UK Law and FCA/PRA regulations. • Regulatory Accuracy: Monitor and manage KYC figures to ensure they consistently meet or exceed internal and regulatory benchmarks for completeness and accuracy. To be considered for this position, ideal candidates must have the following experience and skills; • Native or professional fluency in Arabic (spoken and written) is mandatory to engage effectively with clients. • Proven experience in the UK and wealth management. • A good understanding of the Consumer Duty and Conduct Rules under the SM&CR framework, ensuring all business development activities prioritise positive customer outcomes and market integrity • Comprehensive knowledge of the UK real estate market and extensive experience with structured finance techniques as they apply to property transactions. • Proficiency in LMA (Loan Market Association) documentation and a thorough understanding of the legal and operational frameworks for syndicated lending. • Ability to communicate through verbal and written channels to influence and engage clients across diverse cultural and professional backgrounds. • Awareness and understanding of the main risks of the business (Credit, Operational, and Regulatory) and the role of management mitigations. • Strong interpersonal skills and the ability to manage teams effectively in a collaborative environment.
FP&A Manager West MCR (3 days in office) £70,000 - £75,000 + 10% Bonus Progression to Head of FP&A in 12-18 months! Axon Moore have exclusively partnered with a highly ambitious, private equity-backed technology-enabled services business seeking a highly ambitious FP&A Manager. Following a significant transformation programme and substantial investment in technology, the organisation is now focused on accelerating performance and preparing for a future PE exit over the next 2-3 years.This is a high-profile role offering significant exposure to strategic decision-making and a clear progression path towards a Head of FP&A position within 12-18 months.Key Responsibilities Lead the budgeting, forecasting and reforecasting processes across the business. Produce insightful management reporting and performance analysis for senior leadership and investors. Develop and enhance reporting capabilities using data from the organisation's data warehouse environment. Partner closely with the CFO and senior leadership team to support strategic initiatives and commercial decision-making. Build scalable reporting solutions and improve data visibility across the business. Work alongside data and technology teams to maximise the use of Power BI and modern data architecture. Support PE and lender reporting requirements. Drive continuous improvement across FP&A processes, systems and reporting frameworks. Manage and develop a team of three FP&A professionals. Help shape the future structure and capability of the FP&A function as the business continues to scale About YouWe are seeking a commercially minded FP&A professional who is equally comfortable working with large datasets as they are presenting insights to senior stakeholders.Essential Skills & Experience Qualified Accountant (ACA, ACCA, CIMA or equivalent). Previous experience in FP&A, Commercial Finance or Financial Planning roles. Advanced Excel skills. Strong Power BI experience with the ability to create meaningful reporting and visualisations. Experience working with large datasets and data-driven decision making. Understanding of SQL and data warehouse environments. Experience working alongside data engineering or business intelligence teams. Strong stakeholder management and communication skills. Proven ability to translate complex data into actionable business insight. If you are an analytically driven finance professional who enjoys combining commercial insight with modern data and reporting tools, this represents an excellent opportunity to make a significant impact within a growing and ambitious organisation.
Jun 19, 2026
Full time
FP&A Manager West MCR (3 days in office) £70,000 - £75,000 + 10% Bonus Progression to Head of FP&A in 12-18 months! Axon Moore have exclusively partnered with a highly ambitious, private equity-backed technology-enabled services business seeking a highly ambitious FP&A Manager. Following a significant transformation programme and substantial investment in technology, the organisation is now focused on accelerating performance and preparing for a future PE exit over the next 2-3 years.This is a high-profile role offering significant exposure to strategic decision-making and a clear progression path towards a Head of FP&A position within 12-18 months.Key Responsibilities Lead the budgeting, forecasting and reforecasting processes across the business. Produce insightful management reporting and performance analysis for senior leadership and investors. Develop and enhance reporting capabilities using data from the organisation's data warehouse environment. Partner closely with the CFO and senior leadership team to support strategic initiatives and commercial decision-making. Build scalable reporting solutions and improve data visibility across the business. Work alongside data and technology teams to maximise the use of Power BI and modern data architecture. Support PE and lender reporting requirements. Drive continuous improvement across FP&A processes, systems and reporting frameworks. Manage and develop a team of three FP&A professionals. Help shape the future structure and capability of the FP&A function as the business continues to scale About YouWe are seeking a commercially minded FP&A professional who is equally comfortable working with large datasets as they are presenting insights to senior stakeholders.Essential Skills & Experience Qualified Accountant (ACA, ACCA, CIMA or equivalent). Previous experience in FP&A, Commercial Finance or Financial Planning roles. Advanced Excel skills. Strong Power BI experience with the ability to create meaningful reporting and visualisations. Experience working with large datasets and data-driven decision making. Understanding of SQL and data warehouse environments. Experience working alongside data engineering or business intelligence teams. Strong stakeholder management and communication skills. Proven ability to translate complex data into actionable business insight. If you are an analytically driven finance professional who enjoys combining commercial insight with modern data and reporting tools, this represents an excellent opportunity to make a significant impact within a growing and ambitious organisation.
Finance Operations Manager - Travel - £45k-£55k - Central London Your new company You will work for a private membership service that gives travellers access to specially negotiated rates, added perks, and curated stays at high-end places around the world through a tech-driven platform built on strong hospitality partnerships. Your new role This is a newly created role which offers the opportunity to support the Head of Finance in overseeing the day-to-day running of the finance department, supporting in financial strategy, process implementation/improvement, and, as a priority, to clear a backlog of financial data to bring records up to date. Responsibilities will include (but not be limited to): Clearing backlog of financial transactions and reconciliations Review of existing processes and work with the Head of Finance to make improvements where necessary to increase efficiencies. Preparation of monthly Management Accounts Production of P&L statements, balance sheet reconciliation and variance analysis Review of variances against budget/forecast, providing commentary Month end journals (accruals, prepayments, depreciation) Bank reconciliation Intercompany accounting/journals Maintaining the fixed asset register (including depreciation) End-to-end Payroll VAT returns Supporting year-end statutory accounts preparation Assist with the year-end audit Regular financial reporting Business Partnering with internal/external stakeholders What you'll need to succeed Recent, relevant experience in a similar role with strong experience/knowledge of Management Accounts, Payroll and VAT Relevant industry experience i.e. travel/hospitality, ideally with exposure to commission payment platforms Experience clearing backlogs within a high-volume capacity Double-entry bookkeeping knowledge/experience Excel including VLOOKUP and Pivot Tables What you'll get in return Flexible working options are available with a hybrid working pattern of 3-4 days in the office and 1-2 from home each week. 20 days annual leave plus bank holidays, plus your birthday off 'Nomad days' - work from anywhere you wish for up to 10 days per year Pension Working hours are 9:30am-6pm, Monday to Friday. You must have legal right to work in the UK without employer sponsorship. 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. 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 19, 2026
Full time
Finance Operations Manager - Travel - £45k-£55k - Central London Your new company You will work for a private membership service that gives travellers access to specially negotiated rates, added perks, and curated stays at high-end places around the world through a tech-driven platform built on strong hospitality partnerships. Your new role This is a newly created role which offers the opportunity to support the Head of Finance in overseeing the day-to-day running of the finance department, supporting in financial strategy, process implementation/improvement, and, as a priority, to clear a backlog of financial data to bring records up to date. Responsibilities will include (but not be limited to): Clearing backlog of financial transactions and reconciliations Review of existing processes and work with the Head of Finance to make improvements where necessary to increase efficiencies. Preparation of monthly Management Accounts Production of P&L statements, balance sheet reconciliation and variance analysis Review of variances against budget/forecast, providing commentary Month end journals (accruals, prepayments, depreciation) Bank reconciliation Intercompany accounting/journals Maintaining the fixed asset register (including depreciation) End-to-end Payroll VAT returns Supporting year-end statutory accounts preparation Assist with the year-end audit Regular financial reporting Business Partnering with internal/external stakeholders What you'll need to succeed Recent, relevant experience in a similar role with strong experience/knowledge of Management Accounts, Payroll and VAT Relevant industry experience i.e. travel/hospitality, ideally with exposure to commission payment platforms Experience clearing backlogs within a high-volume capacity Double-entry bookkeeping knowledge/experience Excel including VLOOKUP and Pivot Tables What you'll get in return Flexible working options are available with a hybrid working pattern of 3-4 days in the office and 1-2 from home each week. 20 days annual leave plus bank holidays, plus your birthday off 'Nomad days' - work from anywhere you wish for up to 10 days per year Pension Working hours are 9:30am-6pm, Monday to Friday. You must have legal right to work in the UK without employer sponsorship. 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. 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.