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GlobalData UK Ltd
Associate Principal, Customer Success
GlobalData UK Ltd City, London
Associate Principal, Customer Success Major Accounts Who we are GlobalData Healthcare operates an intelligence platform that empowers leaders to act decisively in a world of complexity and change. By uniting proprietary data, human expertise, and purpose-built AI into a single, connected platform, we help organizations see what s coming, move faster, and lead with confidence. Our solutions are used by over 5,000 organizations across the world s largest industries, delivering tailored intelligence that supports strategic planning, innovation, risk management, and sustainable growth. Why join GlobalData? GlobalData Healthcare is GlobalData s largest division, and at a pivotal point in its growth journey. Following multiple acquisitions and having recently received transformational investment, we are in the process of being carved out from the main GlobalData business. We need curious, ambitious, courageous people to support us in achieving our vision to deliver intelligence that transforms uncertainty into opportunity for the world s most successful organizations.? Our big ambitions mean that life at GlobalData Healthcare is fast paced, entrepreneurial and rewarding. Working together in an intellectually challenging environment, where learning is super-charged to keep us on our toes, the highly stimulating, fast-paced, global environment we operate in, and our bold ambitions result in unique learning opportunities for our people. The role The Associate Principal, Customer Success Majors leads GlobalData Healthcare s most strategic and highest-value client relationships. Sitting at the senior end of the Customer Success career path, the role combines hands-on ownership of a concentrated book of crown-jewel Majors accounts with leadership responsibility for the Majors Customer Success pod setting the standard for how value is delivered, retained, and grown across our largest pharmaceutical, biotech, and life sciences clients. This is a senior, commercially-minded role accountable for protecting and expanding a material share of GlobalData Healthcare s ARR. The Associate Principal is the trusted strategic partner to senior client stakeholders, ensuring GlobalData is positioned as indispensable, billable infrastructure embedded in the client s decision-making not a discretionary subscription. What you ll be doing Strategic Account Leadership Own the most strategic Majors relationships act as the senior point of contact and trusted advisor to C-suite and senior decision-makers across a concentrated portfolio of high-ARR accounts. Build and execute strategic account plans develop multi-year value and growth roadmaps for each named account, mapping stakeholders, use cases, risks, and white-space opportunity. Retention & Commercial Growth Protect and grow ARR own renewal and retention outcomes for the Majors book, driving Value Retention Rate (VRR) and Volume Renewal Rate while partnering with Account Management on upsell and cross-sell. De-risk renewals early identify at-risk accounts through leading indicators (usage, sentiment, LOR), and lead structured re-onboarding and save interventions well ahead of the renewal window. Customer Lifecycle & Value Realisation Drive the full lifecycle Sign Onboard Embed Renew ensuring every Majors account reaches deep, sticky adoption within the first 90 days and sustains it thereafter. Embed measurable value connect GlobalData s intelligence to client workflows and business outcomes, and capture proof of value through Likelihood-to-Renew (LOR) scoring and documented impact. Pod Leadership & Cross-Functional Influence Lead the Majors CS pod coach, mentor, and set quality standards for Senior Customer Success Executives, modelling best-practice account leadership. Partner cross-functionally work closely with Sales, Account Management, Product, and Analyst teams to resolve escalations and channel client needs into the business. Insight, Reporting & Voice of Customer Maintain a single source of truth keep account health, risk, and activity current in Planhat and Salesforce, ensuring accurate forecasting of renewals. Surface intelligence analyse usage and conversation data (e.g. via Gong) to identify churn drivers, expansion signals, and competitive/AI-displacement threats, feeding insight back to leadership. What we re looking for Essential Substantial experience (typically 7+ years) in Customer Success, Account Management, or strategic client management within a B2B data, intelligence, analytics, SaaS, or professional-services environment. A demonstrable track record of owning and growing high-value enterprise relationships and personally carrying retention/renewal accountability. Domain knowledge of the pharmaceutical, biotech, medical device, or wider life sciences sector. Experience managing C-suite and senior stakeholder relationships in complex, multi-stakeholder organisations. Commercial acumen confident discussing value, ROI, and renewal commercials, and partnering with Sales on expansion. Experience coaching or leading other CS / account professionals, formally or informally. Desirable Familiarity with Customer Success tooling (Planhat or similar), Salesforce, and conversation-intelligence platforms (e.g. Gong). Exposure to renewals operations, health-scoring frameworks, or CS transformation / operating-model design. In addition to a rewarding career, we support our GlobalData Heathcare colleagues with a range of benefits across health, finances, fitness, travel, tech and more. To find out more about the roles and benefits on offer in your region, visit (url removed) GlobalData Healthcare believes strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are proud to be an Equal Opportunity Employer. GlobalData Healthcare is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.
Jun 10, 2026
Full time
Associate Principal, Customer Success Major Accounts Who we are GlobalData Healthcare operates an intelligence platform that empowers leaders to act decisively in a world of complexity and change. By uniting proprietary data, human expertise, and purpose-built AI into a single, connected platform, we help organizations see what s coming, move faster, and lead with confidence. Our solutions are used by over 5,000 organizations across the world s largest industries, delivering tailored intelligence that supports strategic planning, innovation, risk management, and sustainable growth. Why join GlobalData? GlobalData Healthcare is GlobalData s largest division, and at a pivotal point in its growth journey. Following multiple acquisitions and having recently received transformational investment, we are in the process of being carved out from the main GlobalData business. We need curious, ambitious, courageous people to support us in achieving our vision to deliver intelligence that transforms uncertainty into opportunity for the world s most successful organizations.? Our big ambitions mean that life at GlobalData Healthcare is fast paced, entrepreneurial and rewarding. Working together in an intellectually challenging environment, where learning is super-charged to keep us on our toes, the highly stimulating, fast-paced, global environment we operate in, and our bold ambitions result in unique learning opportunities for our people. The role The Associate Principal, Customer Success Majors leads GlobalData Healthcare s most strategic and highest-value client relationships. Sitting at the senior end of the Customer Success career path, the role combines hands-on ownership of a concentrated book of crown-jewel Majors accounts with leadership responsibility for the Majors Customer Success pod setting the standard for how value is delivered, retained, and grown across our largest pharmaceutical, biotech, and life sciences clients. This is a senior, commercially-minded role accountable for protecting and expanding a material share of GlobalData Healthcare s ARR. The Associate Principal is the trusted strategic partner to senior client stakeholders, ensuring GlobalData is positioned as indispensable, billable infrastructure embedded in the client s decision-making not a discretionary subscription. What you ll be doing Strategic Account Leadership Own the most strategic Majors relationships act as the senior point of contact and trusted advisor to C-suite and senior decision-makers across a concentrated portfolio of high-ARR accounts. Build and execute strategic account plans develop multi-year value and growth roadmaps for each named account, mapping stakeholders, use cases, risks, and white-space opportunity. Retention & Commercial Growth Protect and grow ARR own renewal and retention outcomes for the Majors book, driving Value Retention Rate (VRR) and Volume Renewal Rate while partnering with Account Management on upsell and cross-sell. De-risk renewals early identify at-risk accounts through leading indicators (usage, sentiment, LOR), and lead structured re-onboarding and save interventions well ahead of the renewal window. Customer Lifecycle & Value Realisation Drive the full lifecycle Sign Onboard Embed Renew ensuring every Majors account reaches deep, sticky adoption within the first 90 days and sustains it thereafter. Embed measurable value connect GlobalData s intelligence to client workflows and business outcomes, and capture proof of value through Likelihood-to-Renew (LOR) scoring and documented impact. Pod Leadership & Cross-Functional Influence Lead the Majors CS pod coach, mentor, and set quality standards for Senior Customer Success Executives, modelling best-practice account leadership. Partner cross-functionally work closely with Sales, Account Management, Product, and Analyst teams to resolve escalations and channel client needs into the business. Insight, Reporting & Voice of Customer Maintain a single source of truth keep account health, risk, and activity current in Planhat and Salesforce, ensuring accurate forecasting of renewals. Surface intelligence analyse usage and conversation data (e.g. via Gong) to identify churn drivers, expansion signals, and competitive/AI-displacement threats, feeding insight back to leadership. What we re looking for Essential Substantial experience (typically 7+ years) in Customer Success, Account Management, or strategic client management within a B2B data, intelligence, analytics, SaaS, or professional-services environment. A demonstrable track record of owning and growing high-value enterprise relationships and personally carrying retention/renewal accountability. Domain knowledge of the pharmaceutical, biotech, medical device, or wider life sciences sector. Experience managing C-suite and senior stakeholder relationships in complex, multi-stakeholder organisations. Commercial acumen confident discussing value, ROI, and renewal commercials, and partnering with Sales on expansion. Experience coaching or leading other CS / account professionals, formally or informally. Desirable Familiarity with Customer Success tooling (Planhat or similar), Salesforce, and conversation-intelligence platforms (e.g. Gong). Exposure to renewals operations, health-scoring frameworks, or CS transformation / operating-model design. In addition to a rewarding career, we support our GlobalData Heathcare colleagues with a range of benefits across health, finances, fitness, travel, tech and more. To find out more about the roles and benefits on offer in your region, visit (url removed) GlobalData Healthcare believes strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are proud to be an Equal Opportunity Employer. GlobalData Healthcare is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.
Matched Group
Project Manager - SaaS
Matched Group
Project Manager - SaaS Package: Basic £ + benefits Industry: FinTech SaaS - Mid-Market & Enterprise Why: Huge growth potential in EMEA and a scaling business Do you have experience project managing SaaS projects? Are you comfortable leading projects with budgets from £20k - £1m? Do you want to join a scaling business that's just received significant investment? Our client are a leading Global FinTech SaaS vendor with a reputation for industry leading solutions. You will be joining as they continue to scale their EMEA operation following significant recent investment. You will be joining a business of over 1000 people globally, where employees have excellent longevity and a professional and mature working culture. Their FinTech solutions are mainly aimed at companies within financial services such as banks, asset finance providers, automotive lenders and is sold at a Mid-Market to Enterprise level. Their customers rely on them to help protect and scale their financial organisations by streamlining process through technology. In this role you will work with distributed teams to ensure that customer satisfaction is high and that client releases are delivered on time and within budget. You will work on multiple projects at the same time, mostly with existing customers who are looking for solutions updates and bespoke development. You will need to be able to manage multiple internal and external stakeholders across multiple projects. Experience with FinTech or Finance Software project management would be highly beneficial. Responsibilities Definition and management of project initiation tasks such as project mandate, resource planning, kick off meetings, delivery planning, communication plans etc Working with the Service Delivery Manager to ensure support agreements are met and service standards are at the expected level Continually expanding understanding of the finance industry and Solifi products to better understand customer goals and business drivers Controlling and monitoring timelines, resource allocation, dependencies, budgets, costs, and quality of deliverables Line management where appropriate of Business Analysts, setting objectives and reviewing performance Compliance with project delivery governance e.g. change management, risk & issue management, financial reporting and status reporting Leading key stakeholder interactions, for example steering group meetings Working daily with delivery teams to ensure planned activities are understood and progressing on track Liaising with third parties where appropriate to ensure external tasks are tracked and delivered on time, on budget and to the required level of quality Managing escalations, risks and issues About You Demonstrable track record working as a Project Manager within software delivery with responsibility for budgets up to 2mm 3+ Years Experience of working within a recognized project management methodology Comfortable delivering project to external clients, and managing both internal and external stakeholders Previous experience of delivering projects with delivery teams from multiple geographies and time zones would be advantageous Willingness to work away from home & travel to client sites when required Proficient with Microsoft PowerPoint & Excel Previous experience working with financial services or asset finance firms would be advantageous Previous experience working with high AOV FinTech solutions desirable
Jun 09, 2026
Full time
Project Manager - SaaS Package: Basic £ + benefits Industry: FinTech SaaS - Mid-Market & Enterprise Why: Huge growth potential in EMEA and a scaling business Do you have experience project managing SaaS projects? Are you comfortable leading projects with budgets from £20k - £1m? Do you want to join a scaling business that's just received significant investment? Our client are a leading Global FinTech SaaS vendor with a reputation for industry leading solutions. You will be joining as they continue to scale their EMEA operation following significant recent investment. You will be joining a business of over 1000 people globally, where employees have excellent longevity and a professional and mature working culture. Their FinTech solutions are mainly aimed at companies within financial services such as banks, asset finance providers, automotive lenders and is sold at a Mid-Market to Enterprise level. Their customers rely on them to help protect and scale their financial organisations by streamlining process through technology. In this role you will work with distributed teams to ensure that customer satisfaction is high and that client releases are delivered on time and within budget. You will work on multiple projects at the same time, mostly with existing customers who are looking for solutions updates and bespoke development. You will need to be able to manage multiple internal and external stakeholders across multiple projects. Experience with FinTech or Finance Software project management would be highly beneficial. Responsibilities Definition and management of project initiation tasks such as project mandate, resource planning, kick off meetings, delivery planning, communication plans etc Working with the Service Delivery Manager to ensure support agreements are met and service standards are at the expected level Continually expanding understanding of the finance industry and Solifi products to better understand customer goals and business drivers Controlling and monitoring timelines, resource allocation, dependencies, budgets, costs, and quality of deliverables Line management where appropriate of Business Analysts, setting objectives and reviewing performance Compliance with project delivery governance e.g. change management, risk & issue management, financial reporting and status reporting Leading key stakeholder interactions, for example steering group meetings Working daily with delivery teams to ensure planned activities are understood and progressing on track Liaising with third parties where appropriate to ensure external tasks are tracked and delivered on time, on budget and to the required level of quality Managing escalations, risks and issues About You Demonstrable track record working as a Project Manager within software delivery with responsibility for budgets up to 2mm 3+ Years Experience of working within a recognized project management methodology Comfortable delivering project to external clients, and managing both internal and external stakeholders Previous experience of delivering projects with delivery teams from multiple geographies and time zones would be advantageous Willingness to work away from home & travel to client sites when required Proficient with Microsoft PowerPoint & Excel Previous experience working with financial services or asset finance firms would be advantageous Previous experience working with high AOV FinTech solutions desirable
Solus Accident Repair Centres
Business Systems, Delivery & Change Manager
Solus Accident Repair Centres Birchanger, Hertfordshire
Overview We are searching for a Business Systems, Delivery & Change Manager to lead our business systems, digital platforms, and technology change portfolio. This senior technology leader will ensure our portfolio delivers measurable value, supports operational excellence, and aligns with organisational strategy. You will provide leadership across business systems management, project delivery, and strategic change - ensuring solutions are well-designed, well-governed, and successfully adopted. The role combines people leadership, technology governance, and delivery oversight, guiding cross-functional teams and suppliers to ensure that technology change is delivered safely, consistently, and effectively across the business. Responsibilities Define and own the strategic direction for business systems, ensuring alignment to Solus' technology roadmap and business goals. Prioritise the change portfolio, balancing strategic needs, operational risks, dependencies, and capacity. Make decisions on technology investments, supplier contracts, and commercial evaluations. Approve and govern system changes, ensuring security, architectural integrity and operational stability. Own the standards and frameworks for delivery, change governance, business analysis, release management, and system lifecycle management. Make people-leadership decisions including performance management, capability development, and team structure. Evaluate and manage risk across systems, projects and change activity, ensuring regulatory, audit and security requirements are fully met. Strategic Leadership: Build and deliver a long-term strategic roadmap for business systems, integrations, data flows, and platform evolution. Provide leadership across the delivery and change capability, setting expectations for quality, pace, and governance. Work closely with the CIO to ensure alignment between infrastructure, cloud, platforms, business applications and change. People Leadership & Team Development: Lead a multi-discipline function (Business Analysts, Change Leads, Delivery Leads, Systems SMEs) ensuring capability, performance, and progression. Develop team members through coaching, mentoring, training and succession planning. Create a high-trust, high-performance culture that empowers colleagues and encourages continuous improvement. Ensure the team manages documentation, processes and business knowledge to reduce key-person dependencies. Delivery & Change Ownership: Own the full lifecycle of technology change: intake, analysis, prioritisation, design assurance, delivery oversight, adoption, and benefits tracking. Ensure delivery teams follow agreed standards (Agile, hybrid, or waterfall where appropriate) with consistent governance. Oversee delivery risks, RAID management and cross-functional dependencies. Ensure systems changes are safe, secure, tested, and supported at go-live. Business Systems Management: Oversee the lifecycle of key business systems - including upgrades, vendor management, integrations, and enhancement roadmaps. Ensure systems are secure, resilient, and compliant, supported by well-maintained documentation and change records. Act as escalation point for system incidents, recurring issues, platform concerns and supplier escalations. Drive simplification, standardisation and rationalisation of systems to reduce complexity and improve user experience. Stakeholder Leadership: Build strong relationships with business leaders, operational managers, suppliers, and technology partners. Communicate complex technical and delivery topics clearly at senior level. Represent Technology at governance boards, steering groups, and executive forums. Financial Leadership: Manage budgets for systems, suppliers, licences, and delivery resources. Ensure cost-effective delivery and maximise value for money from suppliers and change activity. Qualifications Degree in IT, Technology, Business Management or related field. Strong evidence of leadership in technology delivery, business systems or change management. Certifications beneficial: ITIL (governance & service management) Agile/Scrum/Scaled Agile Project/Programme Management (PMP, MSP, Prince2) Change Management (APMG/PROSCI) Experience managing budgets, suppliers and enterprise-scale change functions. Skills and experience Strong leadership capability: team leadership, coaching, performance management. Deep understanding of business systems, integrations, software delivery lifecycle, and enterprise change management. Ability to oversee complex delivery portfolios, balancing capacity, risk and value. Advanced stakeholder management and influencing skills across senior levels. Knowledge of technology strategy, architecture governance, and vendor management. Strong analytical, commercial and problem-solving skills. Experience managing multidisciplinary teams in fast-paced environments. Ability to constructively challenge, make decisive recommendations, and deliver difficult messages. Demonstrated ability to shape culture, drive behavioural change and embed new ways of working. Who are Solus? Solus, who are owned by Aviva, are one of the UK leaders in vehicle repairs, returning cars to the road in just 11 days on average and a 4.6/5 star customer rating. With an award-winning apprenticeship programme and winners of other recognised industry awards Solus are proud to be shaping the future of vehicle repair. Why Join Solus? We have so much to offer when it comes to being a Solus colleague: Competitive salary based on location, skills, experience, and qualifications. Bonus opportunity tied to your performance and the overall success of Solus. Company pension scheme with employer contributions. 33 days' holiday (including bank holidays), with the option to buy or sell up to 5 days. Save money with up to 40% discount on Aviva products and other retailer discounts. Share in Aviva's success through the Aviva Save As You Earn scheme. Supportive policies including parental and carer's leave. Wellbeing focus with tools like Group Income Protection and 24/7 GP access. At Solus, we value inclusivity and welcome all applicants. If you're excited but don't tick every box, we encourage you to apply-your unique skills might be just what we need. We guarantee an interview for disabled applicants meeting the minimum criteria-just email us after applying to let us know. Ready to join us? Apply online today, and our team will be in touch within 14 days.
Jun 07, 2026
Full time
Overview We are searching for a Business Systems, Delivery & Change Manager to lead our business systems, digital platforms, and technology change portfolio. This senior technology leader will ensure our portfolio delivers measurable value, supports operational excellence, and aligns with organisational strategy. You will provide leadership across business systems management, project delivery, and strategic change - ensuring solutions are well-designed, well-governed, and successfully adopted. The role combines people leadership, technology governance, and delivery oversight, guiding cross-functional teams and suppliers to ensure that technology change is delivered safely, consistently, and effectively across the business. Responsibilities Define and own the strategic direction for business systems, ensuring alignment to Solus' technology roadmap and business goals. Prioritise the change portfolio, balancing strategic needs, operational risks, dependencies, and capacity. Make decisions on technology investments, supplier contracts, and commercial evaluations. Approve and govern system changes, ensuring security, architectural integrity and operational stability. Own the standards and frameworks for delivery, change governance, business analysis, release management, and system lifecycle management. Make people-leadership decisions including performance management, capability development, and team structure. Evaluate and manage risk across systems, projects and change activity, ensuring regulatory, audit and security requirements are fully met. Strategic Leadership: Build and deliver a long-term strategic roadmap for business systems, integrations, data flows, and platform evolution. Provide leadership across the delivery and change capability, setting expectations for quality, pace, and governance. Work closely with the CIO to ensure alignment between infrastructure, cloud, platforms, business applications and change. People Leadership & Team Development: Lead a multi-discipline function (Business Analysts, Change Leads, Delivery Leads, Systems SMEs) ensuring capability, performance, and progression. Develop team members through coaching, mentoring, training and succession planning. Create a high-trust, high-performance culture that empowers colleagues and encourages continuous improvement. Ensure the team manages documentation, processes and business knowledge to reduce key-person dependencies. Delivery & Change Ownership: Own the full lifecycle of technology change: intake, analysis, prioritisation, design assurance, delivery oversight, adoption, and benefits tracking. Ensure delivery teams follow agreed standards (Agile, hybrid, or waterfall where appropriate) with consistent governance. Oversee delivery risks, RAID management and cross-functional dependencies. Ensure systems changes are safe, secure, tested, and supported at go-live. Business Systems Management: Oversee the lifecycle of key business systems - including upgrades, vendor management, integrations, and enhancement roadmaps. Ensure systems are secure, resilient, and compliant, supported by well-maintained documentation and change records. Act as escalation point for system incidents, recurring issues, platform concerns and supplier escalations. Drive simplification, standardisation and rationalisation of systems to reduce complexity and improve user experience. Stakeholder Leadership: Build strong relationships with business leaders, operational managers, suppliers, and technology partners. Communicate complex technical and delivery topics clearly at senior level. Represent Technology at governance boards, steering groups, and executive forums. Financial Leadership: Manage budgets for systems, suppliers, licences, and delivery resources. Ensure cost-effective delivery and maximise value for money from suppliers and change activity. Qualifications Degree in IT, Technology, Business Management or related field. Strong evidence of leadership in technology delivery, business systems or change management. Certifications beneficial: ITIL (governance & service management) Agile/Scrum/Scaled Agile Project/Programme Management (PMP, MSP, Prince2) Change Management (APMG/PROSCI) Experience managing budgets, suppliers and enterprise-scale change functions. Skills and experience Strong leadership capability: team leadership, coaching, performance management. Deep understanding of business systems, integrations, software delivery lifecycle, and enterprise change management. Ability to oversee complex delivery portfolios, balancing capacity, risk and value. Advanced stakeholder management and influencing skills across senior levels. Knowledge of technology strategy, architecture governance, and vendor management. Strong analytical, commercial and problem-solving skills. Experience managing multidisciplinary teams in fast-paced environments. Ability to constructively challenge, make decisive recommendations, and deliver difficult messages. Demonstrated ability to shape culture, drive behavioural change and embed new ways of working. Who are Solus? Solus, who are owned by Aviva, are one of the UK leaders in vehicle repairs, returning cars to the road in just 11 days on average and a 4.6/5 star customer rating. With an award-winning apprenticeship programme and winners of other recognised industry awards Solus are proud to be shaping the future of vehicle repair. Why Join Solus? We have so much to offer when it comes to being a Solus colleague: Competitive salary based on location, skills, experience, and qualifications. Bonus opportunity tied to your performance and the overall success of Solus. Company pension scheme with employer contributions. 33 days' holiday (including bank holidays), with the option to buy or sell up to 5 days. Save money with up to 40% discount on Aviva products and other retailer discounts. Share in Aviva's success through the Aviva Save As You Earn scheme. Supportive policies including parental and carer's leave. Wellbeing focus with tools like Group Income Protection and 24/7 GP access. At Solus, we value inclusivity and welcome all applicants. If you're excited but don't tick every box, we encourage you to apply-your unique skills might be just what we need. We guarantee an interview for disabled applicants meeting the minimum criteria-just email us after applying to let us know. Ready to join us? Apply online today, and our team will be in touch within 14 days.
Nicola York Recruitment Ltd
Senior FP&A Analyst
Nicola York Recruitment Ltd Swindon, Wiltshire
Senior FP&A Analyst £70,000 - £85,000 + Excellent Benefits Swindon / Hybrid I am exclusively working in partnership with my client to recruit a newly created and highly visible Senior FP&A Analyst role. My client is a long-established and highly respected not-for-profit organisation within the technology and digital skills sector. Purpose-led and forward-looking, the organisation is entering an exciting period of renewal and growth, with a clear strategy focused on impact, influence and the future of the digital profession. Reporting to the CFO, the Senior FP&A Analyst will work closely with senior stakeholders, providing clear analysis and forward-looking insight to support revenue forecasting, business planning and strategic decision-making. This is an excellent opportunity for a commercially minded finance professional to help shape how data is used across the organisation. The Role: You will play a key role in improving forecasting, reporting and commercial insight across multiple revenue streams. This is a newly created role, offering the opportunity to add real value, improve visibility of performance and support both commercial and strategic decision-making. Key Responsibilities: Acting as a proactive finance partner to the CFO, CEO and Executive Team, providing clear insight to support strategic and commercial decision-making Interpreting financial and operational performance data, identifying trends, risks, opportunities and performance drivers Producing executive-ready analysis, commentary and presentation material to support decision-making Developing and maintaining business intelligence dashboards, financial models and reporting tools that provide timely, relevant and actionable information Using data and analytics to identify trends, improve forecasting accuracy and provide short, medium and long-term forward-looking insight Translating complex financial information into a clear and compelling narrative for non-finance audiences, including Executive, Senior Leadership, Committee and Council stakeholders where required Building and refining financial models to support scenario planning, sensitivity analysis, investment appraisal and strategic decision-making Supporting the annual budget and re-forecast cycles with analytical rigour, challenge and forward-looking perspective Leading and improving revenue forecasting across key business areas Providing gross margin and profitability analysis across products and revenue streams Partnering with commercial and operational teams to understand pipeline, trends and performance drivers Contributing to process improvement, reporting development and future systems transformation activity About You: CIMA, ACA, or ACCA qualified Strong FP&A, commercial finance, financial planning or finance business partnering experience Advanced Excel and financial modelling capability, including Power Query, Power Pivot, dynamic modelling, scenario planning and sensitivity analysis Strong Power BI experience, including building dashboards, developing reporting and presenting data clearly Proven experience of revenue analysis, forecasting and improving forecasting accuracy across complex or multi-stream income models The ability to work with multiple data sources and turn complex information into clear, actionable insight Excellent communication skills, with the confidence to challenge, influence and present insight to senior stakeholders Experience within a not-for-profit, charity, membership, education, training or professional services environment would be highly desirable, but is not essential. Benefits: Salary of £70,000 to £85,000 Hybrid working 27 days' holiday plus bank holidays Birthday leave Paid Christmas office shutdown Group personal pension plan Private medical insurance and/or health cash plan Life assurance, 4x salary Income protection Enhanced maternity and paternity leave Professional membership reimbursement, role dependent Holiday buying scheme Financial wellbeing support Nicola York Recruitment Ltd acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimer.
Jun 06, 2026
Full time
Senior FP&A Analyst £70,000 - £85,000 + Excellent Benefits Swindon / Hybrid I am exclusively working in partnership with my client to recruit a newly created and highly visible Senior FP&A Analyst role. My client is a long-established and highly respected not-for-profit organisation within the technology and digital skills sector. Purpose-led and forward-looking, the organisation is entering an exciting period of renewal and growth, with a clear strategy focused on impact, influence and the future of the digital profession. Reporting to the CFO, the Senior FP&A Analyst will work closely with senior stakeholders, providing clear analysis and forward-looking insight to support revenue forecasting, business planning and strategic decision-making. This is an excellent opportunity for a commercially minded finance professional to help shape how data is used across the organisation. The Role: You will play a key role in improving forecasting, reporting and commercial insight across multiple revenue streams. This is a newly created role, offering the opportunity to add real value, improve visibility of performance and support both commercial and strategic decision-making. Key Responsibilities: Acting as a proactive finance partner to the CFO, CEO and Executive Team, providing clear insight to support strategic and commercial decision-making Interpreting financial and operational performance data, identifying trends, risks, opportunities and performance drivers Producing executive-ready analysis, commentary and presentation material to support decision-making Developing and maintaining business intelligence dashboards, financial models and reporting tools that provide timely, relevant and actionable information Using data and analytics to identify trends, improve forecasting accuracy and provide short, medium and long-term forward-looking insight Translating complex financial information into a clear and compelling narrative for non-finance audiences, including Executive, Senior Leadership, Committee and Council stakeholders where required Building and refining financial models to support scenario planning, sensitivity analysis, investment appraisal and strategic decision-making Supporting the annual budget and re-forecast cycles with analytical rigour, challenge and forward-looking perspective Leading and improving revenue forecasting across key business areas Providing gross margin and profitability analysis across products and revenue streams Partnering with commercial and operational teams to understand pipeline, trends and performance drivers Contributing to process improvement, reporting development and future systems transformation activity About You: CIMA, ACA, or ACCA qualified Strong FP&A, commercial finance, financial planning or finance business partnering experience Advanced Excel and financial modelling capability, including Power Query, Power Pivot, dynamic modelling, scenario planning and sensitivity analysis Strong Power BI experience, including building dashboards, developing reporting and presenting data clearly Proven experience of revenue analysis, forecasting and improving forecasting accuracy across complex or multi-stream income models The ability to work with multiple data sources and turn complex information into clear, actionable insight Excellent communication skills, with the confidence to challenge, influence and present insight to senior stakeholders Experience within a not-for-profit, charity, membership, education, training or professional services environment would be highly desirable, but is not essential. Benefits: Salary of £70,000 to £85,000 Hybrid working 27 days' holiday plus bank holidays Birthday leave Paid Christmas office shutdown Group personal pension plan Private medical insurance and/or health cash plan Life assurance, 4x salary Income protection Enhanced maternity and paternity leave Professional membership reimbursement, role dependent Holiday buying scheme Financial wellbeing support Nicola York Recruitment Ltd acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimer.
Amplius
Portfolio Analyst
Amplius Peterborough, Cambridgeshire
Portfolio Analyst £34,299.37 per year Hybrid - Milton Keynes, Rushden, Peterborough or Boston Permanent, Full Time Do you have a talent for turning data into action? As a Portfolio Analyst at Amplius, you ll help shape decisions about our housing portfolio by evaluating performance, identifying opportunities for improvement and supporting long-term investment planning. Working with colleagues across the business, you ll provide valuable analysis that helps us maximise the value and sustainability of our homes. Salary: £34,299.37 per year Contract: Permanent, full time Your week: 36.25 hours Monday to Friday 9am to 5.15pm Location: Hybrid with a weekly presence in either our Milton Keynes, Rushden, or Peterborough office. Monthly team meetings will take place in Peterborough or Rushden. Snapshot of your role Produce asset appraisals by gathering and analysing data from across the organisation to assess property performance and identify improvement opportunities. Work closely with internal stakeholders to collect both qualitative and quantitative information throughout the appraisal process. Provide clear insight and recommendations to support decisions that deliver the best outcomes for individual properties and the wider portfolio. Analyse asset performance, cost trends and benchmarking data to understand impacts on service delivery and long-term investment plans. Update portfolio tools, systems and performance parameters in response to business changes and evolving requirements. Support the production of management information, portfolio performance reports, KPIs, delivery plans, cost monitoring, forecast spend and completion reporting. Lead on data and system improvements, maintain accurate portfolio records, and contribute to larger scheme appraisals, feasibility studies and regeneration projects. What we re looking for GCSEs in English and Maths, or equivalent qualifications. Strong Microsoft Excel skills and confidence working with large datasets. Excellent attention to detail with a high level of accuracy in data analysis and reporting. Strong analytical and critical thinking skills, with the ability to interpret complex information and draw meaningful conclusions. Clear and effective communication skills, with the ability to present findings and recommendations in an understandable way. Good IT skills and a commitment to developing your knowledge and capabilities through continuous learning. The ability to work independently, take initiative and proactively identify solutions to challenges. A commitment to maintaining data accuracy, confidentiality, equality, diversity, health and safety requirements, and working in line with Amplius policies, procedures and values. Please read the attached Job Description before applying so you get the full scope of the role. You can read about our colleague benefits here - Amplius colleague benefits Important - We do not provide visa sponsorship; you must be eligible to work in the UK. You must reside in the UK for the duration of your employment and provide Right to Work evidence. Closing: 7 June Interviews on Teams: 12 June We reserve the right to close the vacancy early in response to an overwhelming number of applications or a change in business priorities. If you have any questions, please contact the Amplius Talent Team and we ll be happy to assist you. The Company Amplius is one of the largest housing providers across the Midlands, East and Southeast of England. We own and manage more than 40,000 homes and deliver a range of quality services, including care and support, specialist housing and home ownership options. We re a team of over 1,300 colleagues driven to have a positive impact on people s lives and provide affordable homes that make a difference.
Jun 05, 2026
Full time
Portfolio Analyst £34,299.37 per year Hybrid - Milton Keynes, Rushden, Peterborough or Boston Permanent, Full Time Do you have a talent for turning data into action? As a Portfolio Analyst at Amplius, you ll help shape decisions about our housing portfolio by evaluating performance, identifying opportunities for improvement and supporting long-term investment planning. Working with colleagues across the business, you ll provide valuable analysis that helps us maximise the value and sustainability of our homes. Salary: £34,299.37 per year Contract: Permanent, full time Your week: 36.25 hours Monday to Friday 9am to 5.15pm Location: Hybrid with a weekly presence in either our Milton Keynes, Rushden, or Peterborough office. Monthly team meetings will take place in Peterborough or Rushden. Snapshot of your role Produce asset appraisals by gathering and analysing data from across the organisation to assess property performance and identify improvement opportunities. Work closely with internal stakeholders to collect both qualitative and quantitative information throughout the appraisal process. Provide clear insight and recommendations to support decisions that deliver the best outcomes for individual properties and the wider portfolio. Analyse asset performance, cost trends and benchmarking data to understand impacts on service delivery and long-term investment plans. Update portfolio tools, systems and performance parameters in response to business changes and evolving requirements. Support the production of management information, portfolio performance reports, KPIs, delivery plans, cost monitoring, forecast spend and completion reporting. Lead on data and system improvements, maintain accurate portfolio records, and contribute to larger scheme appraisals, feasibility studies and regeneration projects. What we re looking for GCSEs in English and Maths, or equivalent qualifications. Strong Microsoft Excel skills and confidence working with large datasets. Excellent attention to detail with a high level of accuracy in data analysis and reporting. Strong analytical and critical thinking skills, with the ability to interpret complex information and draw meaningful conclusions. Clear and effective communication skills, with the ability to present findings and recommendations in an understandable way. Good IT skills and a commitment to developing your knowledge and capabilities through continuous learning. The ability to work independently, take initiative and proactively identify solutions to challenges. A commitment to maintaining data accuracy, confidentiality, equality, diversity, health and safety requirements, and working in line with Amplius policies, procedures and values. Please read the attached Job Description before applying so you get the full scope of the role. You can read about our colleague benefits here - Amplius colleague benefits Important - We do not provide visa sponsorship; you must be eligible to work in the UK. You must reside in the UK for the duration of your employment and provide Right to Work evidence. Closing: 7 June Interviews on Teams: 12 June We reserve the right to close the vacancy early in response to an overwhelming number of applications or a change in business priorities. If you have any questions, please contact the Amplius Talent Team and we ll be happy to assist you. The Company Amplius is one of the largest housing providers across the Midlands, East and Southeast of England. We own and manage more than 40,000 homes and deliver a range of quality services, including care and support, specialist housing and home ownership options. We re a team of over 1,300 colleagues driven to have a positive impact on people s lives and provide affordable homes that make a difference.
Matchtech
SAP Project Systems (PS) Functional Analyst
Matchtech Luton, Bedfordshire
Location: Luton / Edinburgh - remote with adhoc site visits when required Duration: 6 month contract Rate: 94.49ph UMB (Inside IR35) SAP Project Systems (PS) Functional Analyst We are looking for an experienced SAP Project Systems (PS) Functional Analyst to support the delivery and ongoing improvement of enterprise project management and financial integration capabilities for our defence client. This role plays a key part in bridging the gap between Finance and SAP PS, ensuring project financial processes, project controls, and enterprise planning platforms operate effectively together. You will work closely with business stakeholders, finance teams, architects, and delivery teams to design, implement, and support SAP PS solutions across the full application lifecycle. The role operates within an Agile delivery environment and focuses on stabilising, enhancing, and continuously improving the SAP PS solution and its integrations. Key Responsibilities: Act as the functional bridge between Finance and SAP PS, ensuring alignment of project accounting, financial reporting, and project controls processes. Analyse business requirements and identify process improvements impacting SAP PS and SAP Finance. Support solution design and configuration of SAP PS, including project structures, WBS standards, budgeting, settlement, and reporting. Support integration between SAP PS, SAP Finance/Controlling, and external project or financial planning systems. Assess the impact of enterprise systems such as Oracle EPM on SAP Finance, SAP PS, and project investment planning processes. Support business and architecture decisions relating to specialist project cost management tools (e.g. Dassian) and their interaction with SAP. Ensure the solution is built and maintained in line with the approved configuration and architecture. Support SIT and UAT testing, data validation, and reconciliation across integrated systems. Work with product owners and architects to stabilise and continuously improve the existing solution. Support application lifecycle activities including upgrades, patching, incident resolution, and enhancements. Produce documentation required for change governance and approval processes. Work within Agile delivery teams, contributing to sprint planning, demos, and continuous improvement. Skills & Experience: Strong functional experience with SAP Project Systems (PS). Experience with WBS structures, project profiles, budgeting, settlement, and project cost reporting. Understanding of SAP PS integration with SAP Finance/Controlling (FI/CO). Experience supporting enterprise system integrations and project financial data flows. Experience working in Agile delivery environments. Strong stakeholder engagement and business analysis skills. Desirable Experience with Primavera P6 or enterprise project controls platforms. Familiarity with Oracle EPM or enterprise financial planning tools. Experience with project cost management solutions such as Dassian. Interested? Apply today via the link provided!
Jun 05, 2026
Contractor
Location: Luton / Edinburgh - remote with adhoc site visits when required Duration: 6 month contract Rate: 94.49ph UMB (Inside IR35) SAP Project Systems (PS) Functional Analyst We are looking for an experienced SAP Project Systems (PS) Functional Analyst to support the delivery and ongoing improvement of enterprise project management and financial integration capabilities for our defence client. This role plays a key part in bridging the gap between Finance and SAP PS, ensuring project financial processes, project controls, and enterprise planning platforms operate effectively together. You will work closely with business stakeholders, finance teams, architects, and delivery teams to design, implement, and support SAP PS solutions across the full application lifecycle. The role operates within an Agile delivery environment and focuses on stabilising, enhancing, and continuously improving the SAP PS solution and its integrations. Key Responsibilities: Act as the functional bridge between Finance and SAP PS, ensuring alignment of project accounting, financial reporting, and project controls processes. Analyse business requirements and identify process improvements impacting SAP PS and SAP Finance. Support solution design and configuration of SAP PS, including project structures, WBS standards, budgeting, settlement, and reporting. Support integration between SAP PS, SAP Finance/Controlling, and external project or financial planning systems. Assess the impact of enterprise systems such as Oracle EPM on SAP Finance, SAP PS, and project investment planning processes. Support business and architecture decisions relating to specialist project cost management tools (e.g. Dassian) and their interaction with SAP. Ensure the solution is built and maintained in line with the approved configuration and architecture. Support SIT and UAT testing, data validation, and reconciliation across integrated systems. Work with product owners and architects to stabilise and continuously improve the existing solution. Support application lifecycle activities including upgrades, patching, incident resolution, and enhancements. Produce documentation required for change governance and approval processes. Work within Agile delivery teams, contributing to sprint planning, demos, and continuous improvement. Skills & Experience: Strong functional experience with SAP Project Systems (PS). Experience with WBS structures, project profiles, budgeting, settlement, and project cost reporting. Understanding of SAP PS integration with SAP Finance/Controlling (FI/CO). Experience supporting enterprise system integrations and project financial data flows. Experience working in Agile delivery environments. Strong stakeholder engagement and business analysis skills. Desirable Experience with Primavera P6 or enterprise project controls platforms. Familiarity with Oracle EPM or enterprise financial planning tools. Experience with project cost management solutions such as Dassian. Interested? Apply today via the link provided!
Blakemore Recruitment
Paraplanner/Trainee Financial Adviser
Blakemore Recruitment
We are currently recruiting for a Financial Planning practice in Chingford who are looking for a Paraplanner wo is looking to move into a Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
Jun 03, 2026
Full time
We are currently recruiting for a Financial Planning practice in Chingford who are looking for a Paraplanner wo is looking to move into a Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
Royal Berkshire Fire & Rescue Service
Community Risk and Intelligence Analyst
Royal Berkshire Fire & Rescue Service Tilehurst, Berkshire
Community Risk and Intelligence Analyst Benefits: Salary: £39,862 - £45,091 per annum, Grade 5 Hours: Full Time - 37 hours per week, (possibility of Part-Time and Job Share) Locatio n Service Headquarters, Calcot, Reading Excelle nt annual leave allowance of 28 days, flexible working, onsite gym, parking facilities and a Local Government Pension Scheme are available This vacancy falls under eligibility criteria for the Employee Referral Scheme About the role: What are the biggest factors driving risk from fire in Berkshire? How should we target our efforts to prevent fires? What types of fire appliances do we need and where should they be? How can we continue to protect our communities from risk whilst meeting the challenges of a changing world? Can you help us answer these questions? We are looking for a Community Risk and Intelligence Analyst to support strategic decision making and help drive data and evidence-based policy and practice in Royal Berkshire Fire and Rescue Service (RBFRS). RBFRS has a reputation for excellence and investment in our employees, offering a diverse and inclusive environment and flexible working hours. About you: This is an ideal opportunity for a candidate with experience in analysing data to assess risk, incorporating spatial, temporal, environmental and person specific factors. You will have a passion for using evidence to improve public service delivery and be able to apply your specialist technical skills to a range of challenging questions in a fast-paced environment. Specifically, we are seeking individuals who have proven experience in producing scenario and predictive models to understand risk and assess planned mitigations. The key focus of this role (Key Responsibilities and Deliverables) is: Collate, maintain and analyse data using appropriate software systems, to inform strategic decision-making. Including demographic, incident and vulnerability information and internal, external and national datasets. Produce scenario and predictive models, risk maps, thematic reports and analytical products, using established tools, templates and processes. Contribute to the development of risk assessment methodologies, using statistical techniques and programming languages to exploit available data where appropriate. Work with the Community Risk and Intelligence Manager to build models of risk and mitigation. Provide analytical support to projects, evaluations or workstreams related to corporate planning, community risk, prevention, protection, or operational response deployment. Key role requirements (knowledge, skills and experience): Ability to assess requests for analysis, extract, analyse and interpret data in a structured and logical manner. Proven experience within a data, statistical, or analytical environment, including developing analytical solutions for planning or resource allocation. Experience of working effectively as part of a team and with internal and external partners, including senior stakeholders. Experience of processing data using Geographical Information Systems (GIS). Application and selection process The successful candidate will demonstrate and promote behaviours in line with the Job Profile/Person Specification and our Behaviour Competency Framework as attached . The Behavioural Competency Framework allows us to easily identify the behaviours that drive successful performance and enables us to deliver an effective service. The behaviours detailed within the job profile will be assessed throughout the selection process. If you are interested in applying for this position, click Apply Now Please see the link to the Job Profile/Person Specification . Please ensure you address all the criteria in your application. Appointment is conditional upon undertaking a Standard Disclosure and Barring Service (DBS) check. Rechecks will be required in line with the Disclosure and Barring Service (DBS) and Recruitment of Ex-Offenders Policy . For further details about the role please contact Becca Chapman, Community Risk and Intelligence Manager at (url removed) to arrange an informal discussion. If you have any queries about the application process or to discuss any adaptations or adjustments, we can make to assist you in your application or with our promotion process please contact Amanda Gavin at (url removed) or by phone (phone number removed) for an informal discussion. Please note we do not accept applications via Agencies or CVs without an accompanying application form. Closing date for applications is 09:00 hours on 26 June 2026 It is anticipated that the assessment/interview process will run week commencing 6 July 2026 The interview will consist of a competency and behavioural based interview and a role-based desktop task . Anticipated start date: July/August 2026 Please note that is your personal responsibility to check whether by applying / accepting this position it would result in any Annual Allowance implications. A breach in the Annual Allowance threshold could result in a Tax charge. Please view our privacy notice via this link Applicant Privacy Statement Our Commitments: Royal Berkshire Fire and Rescue Service values your individuality, your diversity and your dignity. All are welcome here. Inclusion, diversity and equality are principles which guide our decisions and will be visible throughout the Service, and we will continually work to improve in these areas. We are committed to creating an inclusive culture of dignity and trust where everyone feels safe and comfortable to bring their whole self to work. Simply: The communities we serve are varied and diverse, we should be too. Applications are welcome for job-share or part time arrangements please enquire on application. All applications are considered on merit alone. We are a Disability Confident Leader if you meet the essential criteria of the role, you will be guaranteed an interview if you choose to opt into the Offer of an Interview Scheme (formerly known as the Guaranteed Interview Scheme). Royal Berkshire Fire and Rescue Service is committed to safeguarding and promoting the welfare of children and vulnerable adults, and all employees must share this commitment. Please view our Safer Recruitment Statement ON APPLICATION.
May 28, 2026
Full time
Community Risk and Intelligence Analyst Benefits: Salary: £39,862 - £45,091 per annum, Grade 5 Hours: Full Time - 37 hours per week, (possibility of Part-Time and Job Share) Locatio n Service Headquarters, Calcot, Reading Excelle nt annual leave allowance of 28 days, flexible working, onsite gym, parking facilities and a Local Government Pension Scheme are available This vacancy falls under eligibility criteria for the Employee Referral Scheme About the role: What are the biggest factors driving risk from fire in Berkshire? How should we target our efforts to prevent fires? What types of fire appliances do we need and where should they be? How can we continue to protect our communities from risk whilst meeting the challenges of a changing world? Can you help us answer these questions? We are looking for a Community Risk and Intelligence Analyst to support strategic decision making and help drive data and evidence-based policy and practice in Royal Berkshire Fire and Rescue Service (RBFRS). RBFRS has a reputation for excellence and investment in our employees, offering a diverse and inclusive environment and flexible working hours. About you: This is an ideal opportunity for a candidate with experience in analysing data to assess risk, incorporating spatial, temporal, environmental and person specific factors. You will have a passion for using evidence to improve public service delivery and be able to apply your specialist technical skills to a range of challenging questions in a fast-paced environment. Specifically, we are seeking individuals who have proven experience in producing scenario and predictive models to understand risk and assess planned mitigations. The key focus of this role (Key Responsibilities and Deliverables) is: Collate, maintain and analyse data using appropriate software systems, to inform strategic decision-making. Including demographic, incident and vulnerability information and internal, external and national datasets. Produce scenario and predictive models, risk maps, thematic reports and analytical products, using established tools, templates and processes. Contribute to the development of risk assessment methodologies, using statistical techniques and programming languages to exploit available data where appropriate. Work with the Community Risk and Intelligence Manager to build models of risk and mitigation. Provide analytical support to projects, evaluations or workstreams related to corporate planning, community risk, prevention, protection, or operational response deployment. Key role requirements (knowledge, skills and experience): Ability to assess requests for analysis, extract, analyse and interpret data in a structured and logical manner. Proven experience within a data, statistical, or analytical environment, including developing analytical solutions for planning or resource allocation. Experience of working effectively as part of a team and with internal and external partners, including senior stakeholders. Experience of processing data using Geographical Information Systems (GIS). Application and selection process The successful candidate will demonstrate and promote behaviours in line with the Job Profile/Person Specification and our Behaviour Competency Framework as attached . The Behavioural Competency Framework allows us to easily identify the behaviours that drive successful performance and enables us to deliver an effective service. The behaviours detailed within the job profile will be assessed throughout the selection process. If you are interested in applying for this position, click Apply Now Please see the link to the Job Profile/Person Specification . Please ensure you address all the criteria in your application. Appointment is conditional upon undertaking a Standard Disclosure and Barring Service (DBS) check. Rechecks will be required in line with the Disclosure and Barring Service (DBS) and Recruitment of Ex-Offenders Policy . For further details about the role please contact Becca Chapman, Community Risk and Intelligence Manager at (url removed) to arrange an informal discussion. If you have any queries about the application process or to discuss any adaptations or adjustments, we can make to assist you in your application or with our promotion process please contact Amanda Gavin at (url removed) or by phone (phone number removed) for an informal discussion. Please note we do not accept applications via Agencies or CVs without an accompanying application form. Closing date for applications is 09:00 hours on 26 June 2026 It is anticipated that the assessment/interview process will run week commencing 6 July 2026 The interview will consist of a competency and behavioural based interview and a role-based desktop task . Anticipated start date: July/August 2026 Please note that is your personal responsibility to check whether by applying / accepting this position it would result in any Annual Allowance implications. A breach in the Annual Allowance threshold could result in a Tax charge. Please view our privacy notice via this link Applicant Privacy Statement Our Commitments: Royal Berkshire Fire and Rescue Service values your individuality, your diversity and your dignity. All are welcome here. Inclusion, diversity and equality are principles which guide our decisions and will be visible throughout the Service, and we will continually work to improve in these areas. We are committed to creating an inclusive culture of dignity and trust where everyone feels safe and comfortable to bring their whole self to work. Simply: The communities we serve are varied and diverse, we should be too. Applications are welcome for job-share or part time arrangements please enquire on application. All applications are considered on merit alone. We are a Disability Confident Leader if you meet the essential criteria of the role, you will be guaranteed an interview if you choose to opt into the Offer of an Interview Scheme (formerly known as the Guaranteed Interview Scheme). Royal Berkshire Fire and Rescue Service is committed to safeguarding and promoting the welfare of children and vulnerable adults, and all employees must share this commitment. Please view our Safer Recruitment Statement ON APPLICATION.
Willis Global Ltd
Senior Procurement Analyst
Willis Global Ltd Hemel Hempstead, Hertfordshire
Our client, a leading world-class aerospace material supplier, specializing in supplying a comprehensive range of products tailored for the aviation Maintenance, Repair, and Overhaul (MRO) sector, are looking to recruit a Senior Procurement Analyst, to be based at their offices in Hemel Hempstead, Hertfordshire . On offer: An exciting opportunity to join a well-respected aerospace materials provider who is experiencing rapid growth due to recent investment. Based at a modern state of the art office and warehouse facility. Salary up to £58K, dependant on skills and experience. Bonus Health Cover 25 Days annual leave, increasing by one day following 3 yrs, 5 yrs and 7yrs of service. Pension scheme. Friday Casual wear. Main Purpose of the Role: Reporting to the Procurement Director, the Senior Procurement Analyst is responsible for overseeing the procurement process, managing material requirements planning (MRP), master data, and purchase order approvals. This role involves leveraging Power BI for data analytics, creating reports and dashboards, and managing forecasting processes to ensure optimal inventory levels and supplier relationships. The manager will work with internal and external stakeholders to drive continuous improvement, enhance forecast accuracy, and ensure compliance with company policies. Duties and Responsibilities of the Senior Procurement Analyst: Run the MRP process to identify stock replenishment needs and address stock shortages. Maintain and update MRP parameters, including supplier lead times, sales forecasts, minimum stock limits, and preferred suppliers. Support the team in preparing and raising purchase orders for stock replenishment based on MRP outputs. Oversee validation and approval of purchase orders to ensure accuracy and compliance. Ensure stocking levels are maintained at optimal minimum and maximum levels to support business needs and customer order fulfilment. Maintain and manage accurate master data within procurement systems to ensure reliable MRP outputs and reporting. Leverage and manage Power BI to design, develop, dataflows, semantic models, and interactive dashboards for procurement analytics and provide actionable insights for procurement and inventory management. Troubleshoot data discrepancies and ensure alignment between operational data and reporting metrics. Present actionable insights to senior management and stakeholders using data visualizations and performance dashboards. Oversee quarterly forecast reviews, collaborating with internal and external stakeholders to refine forecasts. Research and implement advanced forecasting techniques (e.g., statistical modelling, machine learning) to improve accuracy and reduce stockouts or overstocking. Build, maintain, and manage relationships with suppliers, ensuring consistent communication and a professional approach to all interactions. Work closely with the procurement team to identify opportunities for process improvements, cost reduction, and business enhancements. Engage with internal and external stakeholders to align procurement strategies with business objectives and drive operational efficiency. Facilitate cross-functional meetings to address supply chain risks, resolve bottlenecks, and drive process improvements. Train and mentor junior procurement staff on MRP systems, data analysis tools, and best practices. Ensure compliance with company guidelines, purchasing policies, and procedures during all procurement activities. To Be Considered: Hold a bachelor s degree in supply chain management, business administration, or a related field is preferred, though equivalent experience will be considered. Demonstrated experience in procurement, material planning, or supply chain analytics gained ideally within an FMCG environment Demonstrated success in managing MRP processes, inventory optimization. Ability to add value and contribute to process and business improvements, however other industries will be considered Computer literacy with advanced proficiency in Microsoft Excel and experience with Power BI or similar data analytics tools, hands-on experience with Power BI, SQL, or Python for data analysis is advantageous. Ability to work in a fast-paced environment with tight deadlines and multiple priorities. For more details, please contact Willis Global - a leading Recruitment Consultancy for the Aviation & Aerospace industry
Oct 08, 2025
Full time
Our client, a leading world-class aerospace material supplier, specializing in supplying a comprehensive range of products tailored for the aviation Maintenance, Repair, and Overhaul (MRO) sector, are looking to recruit a Senior Procurement Analyst, to be based at their offices in Hemel Hempstead, Hertfordshire . On offer: An exciting opportunity to join a well-respected aerospace materials provider who is experiencing rapid growth due to recent investment. Based at a modern state of the art office and warehouse facility. Salary up to £58K, dependant on skills and experience. Bonus Health Cover 25 Days annual leave, increasing by one day following 3 yrs, 5 yrs and 7yrs of service. Pension scheme. Friday Casual wear. Main Purpose of the Role: Reporting to the Procurement Director, the Senior Procurement Analyst is responsible for overseeing the procurement process, managing material requirements planning (MRP), master data, and purchase order approvals. This role involves leveraging Power BI for data analytics, creating reports and dashboards, and managing forecasting processes to ensure optimal inventory levels and supplier relationships. The manager will work with internal and external stakeholders to drive continuous improvement, enhance forecast accuracy, and ensure compliance with company policies. Duties and Responsibilities of the Senior Procurement Analyst: Run the MRP process to identify stock replenishment needs and address stock shortages. Maintain and update MRP parameters, including supplier lead times, sales forecasts, minimum stock limits, and preferred suppliers. Support the team in preparing and raising purchase orders for stock replenishment based on MRP outputs. Oversee validation and approval of purchase orders to ensure accuracy and compliance. Ensure stocking levels are maintained at optimal minimum and maximum levels to support business needs and customer order fulfilment. Maintain and manage accurate master data within procurement systems to ensure reliable MRP outputs and reporting. Leverage and manage Power BI to design, develop, dataflows, semantic models, and interactive dashboards for procurement analytics and provide actionable insights for procurement and inventory management. Troubleshoot data discrepancies and ensure alignment between operational data and reporting metrics. Present actionable insights to senior management and stakeholders using data visualizations and performance dashboards. Oversee quarterly forecast reviews, collaborating with internal and external stakeholders to refine forecasts. Research and implement advanced forecasting techniques (e.g., statistical modelling, machine learning) to improve accuracy and reduce stockouts or overstocking. Build, maintain, and manage relationships with suppliers, ensuring consistent communication and a professional approach to all interactions. Work closely with the procurement team to identify opportunities for process improvements, cost reduction, and business enhancements. Engage with internal and external stakeholders to align procurement strategies with business objectives and drive operational efficiency. Facilitate cross-functional meetings to address supply chain risks, resolve bottlenecks, and drive process improvements. Train and mentor junior procurement staff on MRP systems, data analysis tools, and best practices. Ensure compliance with company guidelines, purchasing policies, and procedures during all procurement activities. To Be Considered: Hold a bachelor s degree in supply chain management, business administration, or a related field is preferred, though equivalent experience will be considered. Demonstrated experience in procurement, material planning, or supply chain analytics gained ideally within an FMCG environment Demonstrated success in managing MRP processes, inventory optimization. Ability to add value and contribute to process and business improvements, however other industries will be considered Computer literacy with advanced proficiency in Microsoft Excel and experience with Power BI or similar data analytics tools, hands-on experience with Power BI, SQL, or Python for data analysis is advantageous. Ability to work in a fast-paced environment with tight deadlines and multiple priorities. For more details, please contact Willis Global - a leading Recruitment Consultancy for the Aviation & Aerospace industry
St. James's Place Wealth Management
Financial Paraplanner
St. James's Place Wealth Management
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Oct 07, 2025
Full time
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
CBRE Enterprise EMEA
Finance Manager
CBRE Enterprise EMEA City, London
CBRE Global Workplace Solutions is a leading global provider of integrated facilities and corporate real estate management. We are recruiting for a Finance Manager Purpose of the job Finance Manager position for the GE Client account in the UK, to report into EMEA Finance Manager. GE is a long-standing Client of CBRE, and the UK is the largest and most complex member of the EMEA FM portfolio. Current UK Gross Revenue forecast is 12m for 2025. UK Finance Team consists of a Finance Manager (role advertised) and a Senior Finance Analyst. UK Finance Manager is to carry out a broad range of complex financial analysis and/or financial reporting activities to measure profitability. Including the management of such functions as budgeting, forecasting, financial reporting, strategic planning and management reporting processes and work product. Responsibilities and daily activities: Manages one or all of the following: budgeting process, forecasting process, strategic planning process, and standard management reporting. Establishes overall departmental priorities and ensures that all deadlines are met. Supervises finance staff including training and managing job performance. Reviews and approves balance sheet account analysis, statement of cash flows and supporting schedules and standard consolidated reporting packs. Reviews and approves certain PeopleSoft monthly journal entries. Conducts other special financial and business studies and other duties as assigned by management. Produces a variety of routine and ad hoc financial reports, packages and pro forma analyses for senior management and planning unit. Participates in the research, development and preparation of accounting policy and procedures, as required. May act as consultant to management on financial policies, procedures, and applications. Manages special projects and prepares presentations for senior management. Performs other duties as assigned. Personal Experience and Qualifications needed Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Requires a minimum of six years related experience to include at least two years in a lead or supervisory capacity. Public accounting experience preferred. Hold an internationally recognised accounting qualification (ACCA, CIMA, ACA). work collaboratively with business partners, key employees, top management, and client groups on various projects. FINANCIAL KNOWLEDGE Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. REASONING ABILITY Ability to comprehend, analyse and interpret complex financial information and transactions and accounting principles. Ability to independently research complex accounting transactions/issues. Ability to problem-solve, both independently and working as a team. Requires advanced analytical and quantitative skills. Draws upon the analysis of others and makes recommendations that have a direct impact on the company. OTHER SKILLS and ABILITIES Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired such as PeopleSoft Financials, MyBuy/Coupa, Adaptive, Vantage Analytics, Power BI. Knowledge of real estate service industry and terminology is helpful. Strong work ethic and adaptable. About CBRE Global Workplace Solutions: As one of CBRE's core global businesses, Global Workplace Solutions (GWS) provides end-to-end services to occupier clients across the entire lifecycle of a building. Our teams help companies improve their operations and reduce costs, through expert facilities management, project management, real estate and energy and sustainability services. Our dedicated teams work across all industries, and support clients ranging from global Fortune 500 companies to single, iconic buildings. CBRE Group, Inc. is the world's largest commercial real estate services and investment firm, with 2019 revenues of $23.9 billion and more than 100,000 employees (excluding affiliate offices). CBRE has been included on the Fortune 500 since 2008, ranking in 2020. It also has been voted the industry's top brand by the Lipsey Company for 19 consecutive years and has been named one of Fortune's "Most Admired Companies" for eight years in a row, including being ranked number one in the real estate sector in 2020, for the second consecutive year. Its shares trade on the New York Stock Exchange under the symbol "CBRE." Application Process: Your application will be reviewed by our Talent Resourcing Team and you will be contacted if you have been successful in being short listed for the role. Taking into consideration the costs of sponsorship, the nature of the role and the financial resources of the account in question, we are unable to offer sponsorship for this role. No agencies please. Please note: the job title shown above may be different to local job titles used in our business and issued on any contract of employment.
Oct 03, 2025
Full time
CBRE Global Workplace Solutions is a leading global provider of integrated facilities and corporate real estate management. We are recruiting for a Finance Manager Purpose of the job Finance Manager position for the GE Client account in the UK, to report into EMEA Finance Manager. GE is a long-standing Client of CBRE, and the UK is the largest and most complex member of the EMEA FM portfolio. Current UK Gross Revenue forecast is 12m for 2025. UK Finance Team consists of a Finance Manager (role advertised) and a Senior Finance Analyst. UK Finance Manager is to carry out a broad range of complex financial analysis and/or financial reporting activities to measure profitability. Including the management of such functions as budgeting, forecasting, financial reporting, strategic planning and management reporting processes and work product. Responsibilities and daily activities: Manages one or all of the following: budgeting process, forecasting process, strategic planning process, and standard management reporting. Establishes overall departmental priorities and ensures that all deadlines are met. Supervises finance staff including training and managing job performance. Reviews and approves balance sheet account analysis, statement of cash flows and supporting schedules and standard consolidated reporting packs. Reviews and approves certain PeopleSoft monthly journal entries. Conducts other special financial and business studies and other duties as assigned by management. Produces a variety of routine and ad hoc financial reports, packages and pro forma analyses for senior management and planning unit. Participates in the research, development and preparation of accounting policy and procedures, as required. May act as consultant to management on financial policies, procedures, and applications. Manages special projects and prepares presentations for senior management. Performs other duties as assigned. Personal Experience and Qualifications needed Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Requires a minimum of six years related experience to include at least two years in a lead or supervisory capacity. Public accounting experience preferred. Hold an internationally recognised accounting qualification (ACCA, CIMA, ACA). work collaboratively with business partners, key employees, top management, and client groups on various projects. FINANCIAL KNOWLEDGE Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. REASONING ABILITY Ability to comprehend, analyse and interpret complex financial information and transactions and accounting principles. Ability to independently research complex accounting transactions/issues. Ability to problem-solve, both independently and working as a team. Requires advanced analytical and quantitative skills. Draws upon the analysis of others and makes recommendations that have a direct impact on the company. OTHER SKILLS and ABILITIES Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired such as PeopleSoft Financials, MyBuy/Coupa, Adaptive, Vantage Analytics, Power BI. Knowledge of real estate service industry and terminology is helpful. Strong work ethic and adaptable. About CBRE Global Workplace Solutions: As one of CBRE's core global businesses, Global Workplace Solutions (GWS) provides end-to-end services to occupier clients across the entire lifecycle of a building. Our teams help companies improve their operations and reduce costs, through expert facilities management, project management, real estate and energy and sustainability services. Our dedicated teams work across all industries, and support clients ranging from global Fortune 500 companies to single, iconic buildings. CBRE Group, Inc. is the world's largest commercial real estate services and investment firm, with 2019 revenues of $23.9 billion and more than 100,000 employees (excluding affiliate offices). CBRE has been included on the Fortune 500 since 2008, ranking in 2020. It also has been voted the industry's top brand by the Lipsey Company for 19 consecutive years and has been named one of Fortune's "Most Admired Companies" for eight years in a row, including being ranked number one in the real estate sector in 2020, for the second consecutive year. Its shares trade on the New York Stock Exchange under the symbol "CBRE." Application Process: Your application will be reviewed by our Talent Resourcing Team and you will be contacted if you have been successful in being short listed for the role. Taking into consideration the costs of sponsorship, the nature of the role and the financial resources of the account in question, we are unable to offer sponsorship for this role. No agencies please. Please note: the job title shown above may be different to local job titles used in our business and issued on any contract of employment.
Gemini Wealth Management Limited
Financial Technical Analyst / Trainee Paraplanner
Gemini Wealth Management Limited Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
CBRE Enterprise EMEA
Finance Manager
CBRE Enterprise EMEA City, London
CBRE Global Workplace Solutions is a leading global provider of integrated facilities and corporate real estate management. We are recruiting for a Finance Manager Purpose of the job Finance Manager position for the GE Client account in the UK, to report into EMEA Finance Manager. GE is a long-standing Client of CBRE, and the UK is the largest and most complex member of the EMEA FM portfolio. Current UK Gross Revenue forecast is 12m for 2025. UK Finance Team consists of a Finance Manager (role advertised) and a Senior Finance Analyst. UK Finance Manager is to carry out a broad range of complex financial analysis and/or financial reporting activities to measure profitability. Including the management of such functions as budgeting, forecasting, financial reporting, strategic planning and management reporting processes and work product. Responsibilities and daily activities: Manages one or all of the following: budgeting process, forecasting process, strategic planning process, and standard management reporting. Establishes overall departmental priorities and ensures that all deadlines are met. Supervises finance staff including training and managing job performance. Reviews and approves balance sheet account analysis, statement of cash flows and supporting schedules and standard consolidated reporting packs. Reviews and approves certain PeopleSoft monthly journal entries. Conducts other special financial and business studies and other duties as assigned by management. Produces a variety of routine and ad hoc financial reports, packages and pro forma analyses for senior management and planning unit. Participates in the research, development and preparation of accounting policy and procedures, as required. May act as consultant to management on financial policies, procedures, and applications. Manages special projects and prepares presentations for senior management. Performs other duties as assigned. Personal Experience and Qualifications needed Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Requires a minimum of six years related experience to include at least two years in a lead or supervisory capacity. Public accounting experience preferred. Hold an internationally recognised accounting qualification (ACCA, CIMA, ACA). work collaboratively with business partners, key employees, top management, and client groups on various projects. FINANCIAL KNOWLEDGE Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. REASONING ABILITY Ability to comprehend, analyse and interpret complex financial information and transactions and accounting principles. Ability to independently research complex accounting transactions/issues. Ability to problem-solve, both independently and working as a team. Requires advanced analytical and quantitative skills. Draws upon the analysis of others and makes recommendations that have a direct impact on the company. OTHER SKILLS and ABILITIES Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired such as PeopleSoft Financials, MyBuy/Coupa, Adaptive, Vantage Analytics, Power BI. Knowledge of real estate service industry and terminology is helpful. Strong work ethic and adaptable. About CBRE Global Workplace Solutions: As one of CBRE's core global businesses, Global Workplace Solutions (GWS) provides end-to-end services to occupier clients across the entire lifecycle of a building. Our teams help companies improve their operations and reduce costs, through expert facilities management, project management, real estate and energy and sustainability services. Our dedicated teams work across all industries, and support clients ranging from global Fortune 500 companies to single, iconic buildings. CBRE Group, Inc. is the world's largest commercial real estate services and investment firm, with 2019 revenues of $23.9 billion and more than 100,000 employees (excluding affiliate offices). CBRE has been included on the Fortune 500 since 2008, ranking in 2020. It also has been voted the industry's top brand by the Lipsey Company for 19 consecutive years and has been named one of Fortune's "Most Admired Companies" for eight years in a row, including being ranked number one in the real estate sector in 2020, for the second consecutive year. Its shares trade on the New York Stock Exchange under the symbol "CBRE." Application Process: Your application will be reviewed by our Talent Resourcing Team and you will be contacted if you have been successful in being short listed for the role. Taking into consideration the costs of sponsorship, the nature of the role and the financial resources of the account in question, we are unable to offer sponsorship for this role. No agencies please. Please note: the job title shown above may be different to local job titles used in our business and issued on any contract of employment.
Sep 23, 2025
Full time
CBRE Global Workplace Solutions is a leading global provider of integrated facilities and corporate real estate management. We are recruiting for a Finance Manager Purpose of the job Finance Manager position for the GE Client account in the UK, to report into EMEA Finance Manager. GE is a long-standing Client of CBRE, and the UK is the largest and most complex member of the EMEA FM portfolio. Current UK Gross Revenue forecast is 12m for 2025. UK Finance Team consists of a Finance Manager (role advertised) and a Senior Finance Analyst. UK Finance Manager is to carry out a broad range of complex financial analysis and/or financial reporting activities to measure profitability. Including the management of such functions as budgeting, forecasting, financial reporting, strategic planning and management reporting processes and work product. Responsibilities and daily activities: Manages one or all of the following: budgeting process, forecasting process, strategic planning process, and standard management reporting. Establishes overall departmental priorities and ensures that all deadlines are met. Supervises finance staff including training and managing job performance. Reviews and approves balance sheet account analysis, statement of cash flows and supporting schedules and standard consolidated reporting packs. Reviews and approves certain PeopleSoft monthly journal entries. Conducts other special financial and business studies and other duties as assigned by management. Produces a variety of routine and ad hoc financial reports, packages and pro forma analyses for senior management and planning unit. Participates in the research, development and preparation of accounting policy and procedures, as required. May act as consultant to management on financial policies, procedures, and applications. Manages special projects and prepares presentations for senior management. Performs other duties as assigned. Personal Experience and Qualifications needed Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Requires a minimum of six years related experience to include at least two years in a lead or supervisory capacity. Public accounting experience preferred. Hold an internationally recognised accounting qualification (ACCA, CIMA, ACA). work collaboratively with business partners, key employees, top management, and client groups on various projects. FINANCIAL KNOWLEDGE Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. REASONING ABILITY Ability to comprehend, analyse and interpret complex financial information and transactions and accounting principles. Ability to independently research complex accounting transactions/issues. Ability to problem-solve, both independently and working as a team. Requires advanced analytical and quantitative skills. Draws upon the analysis of others and makes recommendations that have a direct impact on the company. OTHER SKILLS and ABILITIES Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired such as PeopleSoft Financials, MyBuy/Coupa, Adaptive, Vantage Analytics, Power BI. Knowledge of real estate service industry and terminology is helpful. Strong work ethic and adaptable. About CBRE Global Workplace Solutions: As one of CBRE's core global businesses, Global Workplace Solutions (GWS) provides end-to-end services to occupier clients across the entire lifecycle of a building. Our teams help companies improve their operations and reduce costs, through expert facilities management, project management, real estate and energy and sustainability services. Our dedicated teams work across all industries, and support clients ranging from global Fortune 500 companies to single, iconic buildings. CBRE Group, Inc. is the world's largest commercial real estate services and investment firm, with 2019 revenues of $23.9 billion and more than 100,000 employees (excluding affiliate offices). CBRE has been included on the Fortune 500 since 2008, ranking in 2020. It also has been voted the industry's top brand by the Lipsey Company for 19 consecutive years and has been named one of Fortune's "Most Admired Companies" for eight years in a row, including being ranked number one in the real estate sector in 2020, for the second consecutive year. Its shares trade on the New York Stock Exchange under the symbol "CBRE." Application Process: Your application will be reviewed by our Talent Resourcing Team and you will be contacted if you have been successful in being short listed for the role. Taking into consideration the costs of sponsorship, the nature of the role and the financial resources of the account in question, we are unable to offer sponsorship for this role. No agencies please. Please note: the job title shown above may be different to local job titles used in our business and issued on any contract of employment.

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