At Aberdeen, our ambition is to be the UK's leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients' evolving needs: interactive investor, the UK's second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Department Aberdeen's Platform & Enablement Squad sits within the Corporate Technology Office; this is responsible for managing the Corporate Tribes infrastructure and integrations. This will support all Squads within the Corporate Tribe with their continuously evolving requirements, creating a solid foundation for all business Unit applications About the Role The Integration Engineer works closely with product teams, architects, and platform engineers to design, build, and support integration solutions across our Azure estate. You will be responsible for enabling secure, scalable, and event-driven communication between systems using a range of Azure-native services. This role is key to ensuring our cloud platforms are connected, automated, and aligned with modern integration patterns. Key Responsibilities Design and implementation of integration solutions using Azure services such as Logic Apps, Function Apps, Service Bus, Event Grid, and Event Hub. Collaborate with architects to define patterns for event-driven and API-based integrations. Develop data pipelines and orchestrations using Azure Data Factory and Abinitio to support batch and near-Real Time data integration scenarios. Implement automated deployment and testing of integration components using Azure DevOps or GitHub Actions. Contribute to Infrastructure as Code (IaC) practices using Bicep or Terraform. Set up and maintain observability for integration components using Azure Monitor, Application Insights, and Log Analytics. Support incident response and root cause analysis for integration-related issues. Apply security best practices across integration solutions, including authentication, encryption, and access control. Ensure compliance with internal and external standards (eg, ISO, GDPR). Provide 2nd/3rd line support for integration solutions. Troubleshoot performance, connectivity, and configuration issues across cloud environments. About the Candidate The ideal candidate will possess the following: Experience in designing and delivering integrations using Azure services such as Logic Apps, Function Apps, Service Bus, Event Grid, Event Hub, and API Management. Experience with RESTful APIs, JSON, and integration patterns (eg, pub/sub, request/response, ETL). Understanding of DevOps practices and tools (Azure DevOps, GitHub, CI/CD). Knowledge of security and identity management in Azure (eg, OAuth2, Managed Identities, RBAC). Understanding of event-driven and message-based architectures. We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days' annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits - including gym discounts, season ticket loans and access to an employee discount portal. Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you. At Aberdeen we've adopted a blended working' approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements - for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability - please let us know and we'll be happy to help. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
Dec 06, 2025
Full time
At Aberdeen, our ambition is to be the UK's leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients' evolving needs: interactive investor, the UK's second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Department Aberdeen's Platform & Enablement Squad sits within the Corporate Technology Office; this is responsible for managing the Corporate Tribes infrastructure and integrations. This will support all Squads within the Corporate Tribe with their continuously evolving requirements, creating a solid foundation for all business Unit applications About the Role The Integration Engineer works closely with product teams, architects, and platform engineers to design, build, and support integration solutions across our Azure estate. You will be responsible for enabling secure, scalable, and event-driven communication between systems using a range of Azure-native services. This role is key to ensuring our cloud platforms are connected, automated, and aligned with modern integration patterns. Key Responsibilities Design and implementation of integration solutions using Azure services such as Logic Apps, Function Apps, Service Bus, Event Grid, and Event Hub. Collaborate with architects to define patterns for event-driven and API-based integrations. Develop data pipelines and orchestrations using Azure Data Factory and Abinitio to support batch and near-Real Time data integration scenarios. Implement automated deployment and testing of integration components using Azure DevOps or GitHub Actions. Contribute to Infrastructure as Code (IaC) practices using Bicep or Terraform. Set up and maintain observability for integration components using Azure Monitor, Application Insights, and Log Analytics. Support incident response and root cause analysis for integration-related issues. Apply security best practices across integration solutions, including authentication, encryption, and access control. Ensure compliance with internal and external standards (eg, ISO, GDPR). Provide 2nd/3rd line support for integration solutions. Troubleshoot performance, connectivity, and configuration issues across cloud environments. About the Candidate The ideal candidate will possess the following: Experience in designing and delivering integrations using Azure services such as Logic Apps, Function Apps, Service Bus, Event Grid, Event Hub, and API Management. Experience with RESTful APIs, JSON, and integration patterns (eg, pub/sub, request/response, ETL). Understanding of DevOps practices and tools (Azure DevOps, GitHub, CI/CD). Knowledge of security and identity management in Azure (eg, OAuth2, Managed Identities, RBAC). Understanding of event-driven and message-based architectures. We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days' annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits - including gym discounts, season ticket loans and access to an employee discount portal. Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you. At Aberdeen we've adopted a blended working' approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements - for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability - please let us know and we'll be happy to help. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
At Aberdeen, our ambition is to be the UK's leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients' evolving needs: interactive investor, the UK's second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Department The Client Domain is responsible for shaping data capabilities that drive client-focused outcomes. The department works closely with architects, technical leads, and business stakeholders to design, evolve, and communicate data models that underpin our digital and analytical solutions. About the Role We're looking for a versatile and collaborative Data Modeller to join the Client Domain. This role is ideal for someone who thrives in agile environments, enjoys working across strategic and technical domains, and is passionate about shaping data capabilities that drive client-focused outcomes. Key Responsibilities Collaborate with architects and Domain leadership to define scalable data strategies and models that support business objectives and future readiness. Identify opportunities to reuse and enhance existing data assets, ensuring compliance with governance, security, and regulatory standards. Design and maintain conceptual, logical, and physical data models, translating requirements into actionable specifications. Provide data insights and modelling support throughout the delivery life cycle, participating in agile ceremonies. Engage with stakeholders to understand and address data needs, ensuring alignment with agile methodologies and technical solutions. About the Candidate The ideal candidate will possess the following: Experience with data modelling tools and techniques (eg, ER/Studio, ERwin, UML, etc.). Proficiency in SQL/Python and data manipulation. Knowledge of Snowflake & Azure Understanding of data architecture principles and data governance. Good understanding of database management, design best practices and enterprise-level data architecture. Ability to communicate complex technical ideas clearly to non-technical stakeholders. Strong communicator who can simplify complexity for diverse audiences. Thrive in agile, collaborative environments and enjoy continuous learning. We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days' annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits - including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here. Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you. At Aberdeen we've adopted a blended working' approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements - for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability - please let us know and we'll be happy to help. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
Dec 06, 2025
Full time
At Aberdeen, our ambition is to be the UK's leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients' evolving needs: interactive investor, the UK's second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Department The Client Domain is responsible for shaping data capabilities that drive client-focused outcomes. The department works closely with architects, technical leads, and business stakeholders to design, evolve, and communicate data models that underpin our digital and analytical solutions. About the Role We're looking for a versatile and collaborative Data Modeller to join the Client Domain. This role is ideal for someone who thrives in agile environments, enjoys working across strategic and technical domains, and is passionate about shaping data capabilities that drive client-focused outcomes. Key Responsibilities Collaborate with architects and Domain leadership to define scalable data strategies and models that support business objectives and future readiness. Identify opportunities to reuse and enhance existing data assets, ensuring compliance with governance, security, and regulatory standards. Design and maintain conceptual, logical, and physical data models, translating requirements into actionable specifications. Provide data insights and modelling support throughout the delivery life cycle, participating in agile ceremonies. Engage with stakeholders to understand and address data needs, ensuring alignment with agile methodologies and technical solutions. About the Candidate The ideal candidate will possess the following: Experience with data modelling tools and techniques (eg, ER/Studio, ERwin, UML, etc.). Proficiency in SQL/Python and data manipulation. Knowledge of Snowflake & Azure Understanding of data architecture principles and data governance. Good understanding of database management, design best practices and enterprise-level data architecture. Ability to communicate complex technical ideas clearly to non-technical stakeholders. Strong communicator who can simplify complexity for diverse audiences. Thrive in agile, collaborative environments and enjoy continuous learning. We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days' annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits - including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here. Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you. At Aberdeen we've adopted a blended working' approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements - for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability - please let us know and we'll be happy to help. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
At Aberdeen, our ambition is to be the UK's leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients' evolving needs: interactive investor, the UK's second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Department Join Aberdeen's Investments department, where we help clients plan and invest with confidence for a brighter future. Our dynamic Data Tribe, led by the Chief Data Officer, is revolutionizing data accessibility and innovation through a cutting-edge Data Mesh architecture. Collaborate with passionate teams to unlock powerful data insights that drive sustainable investment and fuel scalable growth. Be part of a forward-thinking environment making a real impact. About the Role As a Data Platform Engineer at Aberdeen, you will be at the heart of building and evolving a modern, cloud-based data platform using Azure, Snowflake, DBT, and Microsoft Fabric. Working within a Data Mesh architecture, you will enable decentralized data ownership and empower domain teams through self-service data capabilities. Your expertise will drive the design, implementation, and automation of scalable, secure data solutions, ensuring high performance, governance, and compliance. This is a pivotal role where you will collaborate closely with cross-functional teams to deliver innovative data products that fuel business growth and unlock meaningful insights. Key Responsibilities About the Candidate Design and implement a Data Mesh architecture, enabling decentralized data ownership and collaboration across domain teams. Develop and maintain scalable cloud data infrastructure using Azure, Snowflake, DBT, and Microsoft Fabric, ensuring performance and automation. Build self-service data platforms and automate data pipelines to empower domain teams to manage their own data products independently. Collaborate with teams to define data product standards, governance policies, and ensure compliance with security and regulatory requirements. Optimize data warehousing and orchestration workflows for efficiency, cost-effectiveness, and reliability across distributed data products. Provide technical guidance, monitoring, and support to domain teams, fostering knowledge sharing and continuous improvement. The ideal candidate will possess the following: Strong hands-on experience with Azure services, including resource groups, networking, Data Factory, Key Vault, and Azure Fabric. Proven expertise in Snowflake administration, including database/user management, warehouses, role-based access control, and data sharing. Solid experience with DBT for data transformation, including best practices for modular, testable, and version-controlled data models. Proficiency in infrastructure-as-code deployments, especially using Terraform for Azure, Snowflake, and related platforms. Experience with Azure DevOps CI/CD pipelines, including YAML pipeline creation, artifact management, and automated secrets handling. Good Scripting skills in SQL, PowerShell, and Python, combined with a strong understanding of security, compliance, and agile delivery methodologies.About the department We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days' annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits - including gym discounts, season ticket loans and access to an employee discount portal. Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you. At Aberdeen we've adopted a blended working' approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements - for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability - please let us know and we'll be happy to help. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
Dec 06, 2025
Full time
At Aberdeen, our ambition is to be the UK's leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients' evolving needs: interactive investor, the UK's second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Department Join Aberdeen's Investments department, where we help clients plan and invest with confidence for a brighter future. Our dynamic Data Tribe, led by the Chief Data Officer, is revolutionizing data accessibility and innovation through a cutting-edge Data Mesh architecture. Collaborate with passionate teams to unlock powerful data insights that drive sustainable investment and fuel scalable growth. Be part of a forward-thinking environment making a real impact. About the Role As a Data Platform Engineer at Aberdeen, you will be at the heart of building and evolving a modern, cloud-based data platform using Azure, Snowflake, DBT, and Microsoft Fabric. Working within a Data Mesh architecture, you will enable decentralized data ownership and empower domain teams through self-service data capabilities. Your expertise will drive the design, implementation, and automation of scalable, secure data solutions, ensuring high performance, governance, and compliance. This is a pivotal role where you will collaborate closely with cross-functional teams to deliver innovative data products that fuel business growth and unlock meaningful insights. Key Responsibilities About the Candidate Design and implement a Data Mesh architecture, enabling decentralized data ownership and collaboration across domain teams. Develop and maintain scalable cloud data infrastructure using Azure, Snowflake, DBT, and Microsoft Fabric, ensuring performance and automation. Build self-service data platforms and automate data pipelines to empower domain teams to manage their own data products independently. Collaborate with teams to define data product standards, governance policies, and ensure compliance with security and regulatory requirements. Optimize data warehousing and orchestration workflows for efficiency, cost-effectiveness, and reliability across distributed data products. Provide technical guidance, monitoring, and support to domain teams, fostering knowledge sharing and continuous improvement. The ideal candidate will possess the following: Strong hands-on experience with Azure services, including resource groups, networking, Data Factory, Key Vault, and Azure Fabric. Proven expertise in Snowflake administration, including database/user management, warehouses, role-based access control, and data sharing. Solid experience with DBT for data transformation, including best practices for modular, testable, and version-controlled data models. Proficiency in infrastructure-as-code deployments, especially using Terraform for Azure, Snowflake, and related platforms. Experience with Azure DevOps CI/CD pipelines, including YAML pipeline creation, artifact management, and automated secrets handling. Good Scripting skills in SQL, PowerShell, and Python, combined with a strong understanding of security, compliance, and agile delivery methodologies.About the department We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days' annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits - including gym discounts, season ticket loans and access to an employee discount portal. Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you. At Aberdeen we've adopted a blended working' approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements - for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability - please let us know and we'll be happy to help. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
Associate Business Advisor Oldfield Accountancy & Advisory is seeking an Associate Business Advisor to join their dedicated team in Coventry, West Midlands on a full-time basis. About us: Oldfield Accountancy & Advisory have over 45 years of experience working with small and medium-sized businesses, delivering far more than traditional accountancy services. From our base in Coventry, we blend proactive tax planning with hands-on business growth expertise. Our personalised approach helps clients strengthen cash flow, boost profitability, and create long-term value - while ensuring they make the most of strategic tax opportunities. Company benefits include: Competitive Salary: Our offer is a salary of £37,000 - £50,000 per annum depending on experience. Holiday: 30 days including bank holidays Flexible Working Hours Profit Share Scheme, Company Car/Car Allowance & Medical Insurance (after qualifying period in role) Employee extras such as: Complimentary quality lunches, reward lunches, team-building days, vibrant and youthful team environment, excellent career progression opportunities, fully funded study package About the role: As our Associate Business Advisor, you will represent us with integrity, building trusted relationships and enhancing the experience of our clients. By anticipating needs and delivering exceptional service, you ll support client retention and encourage referrals. Your role combines relationship management, sales strategy, and conflict resolution, with guidance from our Senior Client Adviser team. Duties and Responsibilities include: Build and maintain trusted relationships by understanding client business objectives and providing strategic insights. Proactively respond to client needs, following up on meeting actions and queries to ensure satisfaction. Identify upselling opportunities and convert high-value prospects, meeting and exceeding revenue targets. Make independent decisions and provide financial solutions to moderately complex challenges while ensuring compliance. Communicate effectively with clients, delivering tailored value propositions and managing renewals with professionalism. Assist and support Senior Client Advisers, as well as working closely with accounting team to ensure we are delivering a consistently excellent experience for our clients. Preparation and support for meetings including agenda, KPI reports, and minute taking during meetings. About you: As an Associate Business Advisor, you will have at least two years of experience in an accounting role. An accounting qualification is a plus, but not essential. You will have strong communication, including the ability to present independently to clients and collaborate closely with your accounting team. You will have strong analytical skills, thrive under pressure, and are motivated to deliver exceptional results. Eager to grow your sales expertise and deepen your knowledge of key tax and accounting matters by continuing development. You are committed to providing high-quality service that makes a real difference for our clients. If you would like to be consider for our Associate Business Advisor role and would like to be considered, please apply by forwarding an up-to-date CV outlining your relevant skills and experience as soon as possible. We look forward to hearing from you. Please check your email inbox and spam / junk mail folder for any email correspondence for this vacancy. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. No recruitment agencies, please This vacancy is being advertised and handled through Spider, the region s Online Job Advertiser on our behalf. We both take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
Dec 06, 2025
Full time
Associate Business Advisor Oldfield Accountancy & Advisory is seeking an Associate Business Advisor to join their dedicated team in Coventry, West Midlands on a full-time basis. About us: Oldfield Accountancy & Advisory have over 45 years of experience working with small and medium-sized businesses, delivering far more than traditional accountancy services. From our base in Coventry, we blend proactive tax planning with hands-on business growth expertise. Our personalised approach helps clients strengthen cash flow, boost profitability, and create long-term value - while ensuring they make the most of strategic tax opportunities. Company benefits include: Competitive Salary: Our offer is a salary of £37,000 - £50,000 per annum depending on experience. Holiday: 30 days including bank holidays Flexible Working Hours Profit Share Scheme, Company Car/Car Allowance & Medical Insurance (after qualifying period in role) Employee extras such as: Complimentary quality lunches, reward lunches, team-building days, vibrant and youthful team environment, excellent career progression opportunities, fully funded study package About the role: As our Associate Business Advisor, you will represent us with integrity, building trusted relationships and enhancing the experience of our clients. By anticipating needs and delivering exceptional service, you ll support client retention and encourage referrals. Your role combines relationship management, sales strategy, and conflict resolution, with guidance from our Senior Client Adviser team. Duties and Responsibilities include: Build and maintain trusted relationships by understanding client business objectives and providing strategic insights. Proactively respond to client needs, following up on meeting actions and queries to ensure satisfaction. Identify upselling opportunities and convert high-value prospects, meeting and exceeding revenue targets. Make independent decisions and provide financial solutions to moderately complex challenges while ensuring compliance. Communicate effectively with clients, delivering tailored value propositions and managing renewals with professionalism. Assist and support Senior Client Advisers, as well as working closely with accounting team to ensure we are delivering a consistently excellent experience for our clients. Preparation and support for meetings including agenda, KPI reports, and minute taking during meetings. About you: As an Associate Business Advisor, you will have at least two years of experience in an accounting role. An accounting qualification is a plus, but not essential. You will have strong communication, including the ability to present independently to clients and collaborate closely with your accounting team. You will have strong analytical skills, thrive under pressure, and are motivated to deliver exceptional results. Eager to grow your sales expertise and deepen your knowledge of key tax and accounting matters by continuing development. You are committed to providing high-quality service that makes a real difference for our clients. If you would like to be consider for our Associate Business Advisor role and would like to be considered, please apply by forwarding an up-to-date CV outlining your relevant skills and experience as soon as possible. We look forward to hearing from you. Please check your email inbox and spam / junk mail folder for any email correspondence for this vacancy. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. No recruitment agencies, please This vacancy is being advertised and handled through Spider, the region s Online Job Advertiser on our behalf. We both take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
Seeking an astute and commercially-minded Senior HR Business Partner with a solid ER, Change and TUPE toolkit. Client Details A leading commercial business services organisation, built on the values of Collaboration, Integrity, Accountability, Innovation and Excellence, is seeking a forward-thinking Senior HR Business Partner to support a diverse operational population across the North and Scotland. This is an exciting opportunity for an experienced People professional who thrives in a fast-paced, multi-site environment and enjoys working in a role that blends strategic impact with hands-on responsibility. The business is undergoing continued transformation and growth, creating a strong platform for someone looking to step up, expand their capability and influence real organisational change. Description As HR Business Partner, you will play a key role in shaping and delivering People & Culture solutions that help leaders drive performance, engagement and organisational effectiveness. You'll act as a trusted advisor, balancing day-to-day support with longer-term strategic initiatives. Your remit will cover both People Solutions (projects, change and organisational design) and People Advisory (employee relations, policy guidance and leadership support). You'll work closely with operational managers, senior stakeholders and specialist centres of expertise to ensure P&C strategies are embedded across your region. This role is both a blend of strategically and operationally aligned. Key Responsibilities: Strategic & Project-Focused Deliver people and culture strategies aligned to business goals across the commercial life-cycle (win, operate, grow, keep) Lead and support change programmes, restructures and organisation design activity Develop and implement People & Culture solutions to address skills gaps, engagement challenges and workforce needs Partner with CoEs to embed policy updates, new frameworks and capability-building initiatives Contribute to risk management through proactive mitigation planning and data-led insights Operational & Advisory Act as a trusted adviser to leaders across multiple sites, ensuring consistent application of people policies and best practice Manage complex employee relations cases, including TUPE and union engagement where required Coach managers to build capability and confidence in leading their teams Support employee experience, talent, succession and retention initiatives Attend operational meetings to provide people insight, challenge thinking and influence decision-making You will lead, inspire, mentor and coach a high performing team of operational Business Partners and Advisors. This role is based in the North West and carries multi-site responsibility across the North of England and Scotland. It operates on a hybrid working model, with three days per week spent on-site across the portfolio. Profile We welcome applications from individuals who can demonstrate the following: Strong HR generalist background with experience partnering across multi-site operations Experience within a commercial services, business-to-business or operationally complex environment is advantageous Excellent working knowledge of UK employment law, including TUPE and union engagement Confident managing ER matters, driving organisational change and shaping people solutions Skilled communicator who can influence, coach and build strong relationships at all levels A proactive problem solver who combines critical thinking with a collaborative, people-first approach CIPD qualified (or equivalent experience) with a commitment to continuous professional development Full driving licence required due to regional travel This role would particularly suit someone who is already operating as a Business Partner and seeking broader scope, more autonomy and a platform for growth. Job Offer This role pays 70,000 to 80,000, plus a 5,800 car allowance and benefits
Dec 05, 2025
Full time
Seeking an astute and commercially-minded Senior HR Business Partner with a solid ER, Change and TUPE toolkit. Client Details A leading commercial business services organisation, built on the values of Collaboration, Integrity, Accountability, Innovation and Excellence, is seeking a forward-thinking Senior HR Business Partner to support a diverse operational population across the North and Scotland. This is an exciting opportunity for an experienced People professional who thrives in a fast-paced, multi-site environment and enjoys working in a role that blends strategic impact with hands-on responsibility. The business is undergoing continued transformation and growth, creating a strong platform for someone looking to step up, expand their capability and influence real organisational change. Description As HR Business Partner, you will play a key role in shaping and delivering People & Culture solutions that help leaders drive performance, engagement and organisational effectiveness. You'll act as a trusted advisor, balancing day-to-day support with longer-term strategic initiatives. Your remit will cover both People Solutions (projects, change and organisational design) and People Advisory (employee relations, policy guidance and leadership support). You'll work closely with operational managers, senior stakeholders and specialist centres of expertise to ensure P&C strategies are embedded across your region. This role is both a blend of strategically and operationally aligned. Key Responsibilities: Strategic & Project-Focused Deliver people and culture strategies aligned to business goals across the commercial life-cycle (win, operate, grow, keep) Lead and support change programmes, restructures and organisation design activity Develop and implement People & Culture solutions to address skills gaps, engagement challenges and workforce needs Partner with CoEs to embed policy updates, new frameworks and capability-building initiatives Contribute to risk management through proactive mitigation planning and data-led insights Operational & Advisory Act as a trusted adviser to leaders across multiple sites, ensuring consistent application of people policies and best practice Manage complex employee relations cases, including TUPE and union engagement where required Coach managers to build capability and confidence in leading their teams Support employee experience, talent, succession and retention initiatives Attend operational meetings to provide people insight, challenge thinking and influence decision-making You will lead, inspire, mentor and coach a high performing team of operational Business Partners and Advisors. This role is based in the North West and carries multi-site responsibility across the North of England and Scotland. It operates on a hybrid working model, with three days per week spent on-site across the portfolio. Profile We welcome applications from individuals who can demonstrate the following: Strong HR generalist background with experience partnering across multi-site operations Experience within a commercial services, business-to-business or operationally complex environment is advantageous Excellent working knowledge of UK employment law, including TUPE and union engagement Confident managing ER matters, driving organisational change and shaping people solutions Skilled communicator who can influence, coach and build strong relationships at all levels A proactive problem solver who combines critical thinking with a collaborative, people-first approach CIPD qualified (or equivalent experience) with a commitment to continuous professional development Full driving licence required due to regional travel This role would particularly suit someone who is already operating as a Business Partner and seeking broader scope, more autonomy and a platform for growth. Job Offer This role pays 70,000 to 80,000, plus a 5,800 car allowance and benefits
Accounts Portfolio Manager (Qualified Accountant) A growing, forward-thinking professional services group is seeking an experienced Client Manager to join their Reading office. This is an exciting opportunity to take ownership of a diverse client portfolio within a dynamic, collaborative environment that supports SMEs across a wide range of sectors. As a Client Manager, you will act as a trusted adviser to a varied portfolio of SME clients. You'll oversee the delivery of accounts, tax, and advisory assignments. This position is ideal for a commercially minded qualified accountant who enjoys building strong client relationships, providing strategic insight, and mentoring junior colleagues. Key Responsibilities Portfolio & Client Management Manage a portfolio of clients, delivering high-quality accounts, tax, and advisory services. Serve as the primary point of contact, maintaining proactive and trusted relationships. Identify opportunities to add value through advisory projects and internal service lines. Monitor billing, WIP, and profitability across your portfolio. Technical & Compliance Review year-end and management accounts, as well as corporate tax returns. Ensure compliance with FRS 102, FRS 105, and all relevant regulatory standards. Provide clear technical guidance to clients and colleagues on complex matters. Lead onboarding, risk assessments, and quality assurance reviews. Team Leadership & Development Supervise, mentor, and support junior and part-qualified team members. Manage workflow allocation and ensure deadlines are consistently met. Support performance management and contribute to a culture of continuous improvement. Business Advisory Provide strategic advice on forecasting, cashflow, and financial performance. Assist clients with business planning, restructuring, and operational improvement. Attend client meetings and present financial insights in an accessible, actionable format. Skills & Experience Fully qualified accountant (ACA, ACCA, or equivalent). Minimum of 5 years' experience in an accountancy practice. Proven portfolio / client management experience. Strong technical knowledge across accounts and tax. Excellent communication and relationship-building skills. Experience supervising and developing team members. Confident using accounting software (e.g., Xero, QuickBooks, IRIS, CCH). In return you will receive a competitive salary & benefits package along with a clear career progression path within a growing national group. Hybrid working is available. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Dec 05, 2025
Full time
Accounts Portfolio Manager (Qualified Accountant) A growing, forward-thinking professional services group is seeking an experienced Client Manager to join their Reading office. This is an exciting opportunity to take ownership of a diverse client portfolio within a dynamic, collaborative environment that supports SMEs across a wide range of sectors. As a Client Manager, you will act as a trusted adviser to a varied portfolio of SME clients. You'll oversee the delivery of accounts, tax, and advisory assignments. This position is ideal for a commercially minded qualified accountant who enjoys building strong client relationships, providing strategic insight, and mentoring junior colleagues. Key Responsibilities Portfolio & Client Management Manage a portfolio of clients, delivering high-quality accounts, tax, and advisory services. Serve as the primary point of contact, maintaining proactive and trusted relationships. Identify opportunities to add value through advisory projects and internal service lines. Monitor billing, WIP, and profitability across your portfolio. Technical & Compliance Review year-end and management accounts, as well as corporate tax returns. Ensure compliance with FRS 102, FRS 105, and all relevant regulatory standards. Provide clear technical guidance to clients and colleagues on complex matters. Lead onboarding, risk assessments, and quality assurance reviews. Team Leadership & Development Supervise, mentor, and support junior and part-qualified team members. Manage workflow allocation and ensure deadlines are consistently met. Support performance management and contribute to a culture of continuous improvement. Business Advisory Provide strategic advice on forecasting, cashflow, and financial performance. Assist clients with business planning, restructuring, and operational improvement. Attend client meetings and present financial insights in an accessible, actionable format. Skills & Experience Fully qualified accountant (ACA, ACCA, or equivalent). Minimum of 5 years' experience in an accountancy practice. Proven portfolio / client management experience. Strong technical knowledge across accounts and tax. Excellent communication and relationship-building skills. Experience supervising and developing team members. Confident using accounting software (e.g., Xero, QuickBooks, IRIS, CCH). In return you will receive a competitive salary & benefits package along with a clear career progression path within a growing national group. Hybrid working is available. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Key Partnerships is part of Key Group, one of the leading financial services groups for those both in, and approaching their retirement. We offer intermediaries a combination of specialist expertise in the equity release market and access to a whole-of-market service. We are looking for a Business Development Manager to join us, to optimise production from existing introducing partners and to bring in new partners into the proposition. The National BDM will work alongside the Director for Adviser performance and Key Partnerships team to support the retention and growth of existing Key partners, whilst acquiring new relationships. Driving growth by ensuring optimum operational efficiency for both sales and service, by supporting at events and external meetings to drive the referral proposition. This will involve both internal and external stakeholder management, and will also involve supporting with new business pitches, responses to tenders and on-boarding. Key Responsibilities: Relationship Growth & Retention: Develop and nurture existing partner relationships to maximize value, while identifying opportunities for growth through referral partnerships. Operational Collaboration: Partner with the KP team to ensure operational excellence across sales and service functions, delivering efficient processes and outstanding customer outcomes. Business Development Support: Assist in new business initiatives, including pitches, tender responses, onboarding of new partners, and managing day-to-day operational requirements for successful partnerships. Strategic Contribution: Support the development and execution of the corporate growth strategy, embedding company values in all activities. Stakeholder Management: Act as the primary point of contact for partners and internal stakeholders (distribution, operations, finance, change), ensuring effective communication and issue resolution. Continuous Improvement: Drive operational enhancements to optimize partner performance and deliver measurable results. Market Intelligence: Provide insights and feedback to senior management to inform product development and distribution strategies. Governance & Reporting: Lead actions agreed at governance meetings, oversee partner-related processes, and maintain accurate management information for stakeholders. Compliance & Delivery: Ensure all onboarding and operational activities are scoped, implemented, and delivered to the highest standard. Skills and behaviours we look for: Proven track record of delivering of sales targets. Organised and focused with the ability to multitask effectively. Analytical using data to identify trends and drive actions. Proactive, self-starter. Highly motivated and adaptable to the needs of the business Enthusiastic with a passion to succeed within a growing company. Personal drive but with empathy to work successfully within a team environment. Solid Communication Skills Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 25 days holiday, plus bank holidays. Rising to 28 based on length of service. Additional holiday purchase scheme 1 charity day Tier 1 pension (5% Employee, 8% Employer) Axa Exec Healthcare or Simply Health cashback plan Life Assurance Plus many many more!
Dec 04, 2025
Full time
Key Partnerships is part of Key Group, one of the leading financial services groups for those both in, and approaching their retirement. We offer intermediaries a combination of specialist expertise in the equity release market and access to a whole-of-market service. We are looking for a Business Development Manager to join us, to optimise production from existing introducing partners and to bring in new partners into the proposition. The National BDM will work alongside the Director for Adviser performance and Key Partnerships team to support the retention and growth of existing Key partners, whilst acquiring new relationships. Driving growth by ensuring optimum operational efficiency for both sales and service, by supporting at events and external meetings to drive the referral proposition. This will involve both internal and external stakeholder management, and will also involve supporting with new business pitches, responses to tenders and on-boarding. Key Responsibilities: Relationship Growth & Retention: Develop and nurture existing partner relationships to maximize value, while identifying opportunities for growth through referral partnerships. Operational Collaboration: Partner with the KP team to ensure operational excellence across sales and service functions, delivering efficient processes and outstanding customer outcomes. Business Development Support: Assist in new business initiatives, including pitches, tender responses, onboarding of new partners, and managing day-to-day operational requirements for successful partnerships. Strategic Contribution: Support the development and execution of the corporate growth strategy, embedding company values in all activities. Stakeholder Management: Act as the primary point of contact for partners and internal stakeholders (distribution, operations, finance, change), ensuring effective communication and issue resolution. Continuous Improvement: Drive operational enhancements to optimize partner performance and deliver measurable results. Market Intelligence: Provide insights and feedback to senior management to inform product development and distribution strategies. Governance & Reporting: Lead actions agreed at governance meetings, oversee partner-related processes, and maintain accurate management information for stakeholders. Compliance & Delivery: Ensure all onboarding and operational activities are scoped, implemented, and delivered to the highest standard. Skills and behaviours we look for: Proven track record of delivering of sales targets. Organised and focused with the ability to multitask effectively. Analytical using data to identify trends and drive actions. Proactive, self-starter. Highly motivated and adaptable to the needs of the business Enthusiastic with a passion to succeed within a growing company. Personal drive but with empathy to work successfully within a team environment. Solid Communication Skills Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 25 days holiday, plus bank holidays. Rising to 28 based on length of service. Additional holiday purchase scheme 1 charity day Tier 1 pension (5% Employee, 8% Employer) Axa Exec Healthcare or Simply Health cashback plan Life Assurance Plus many many more!
Location: Cardiff (hybrid working pattern on offer) Reporting to: Chief Executive Officer (CEO) Employment Type: Full-time, permanent Salary: Up to £35,000 per annum plus bonus (DOE) Môrwell Talent Solutions is delighted to be working with an SME business in the Cardiff area in their search for an experienced Management Accountant to join their team. This newly created role offers an excellent opportunity for a motivated finance professional to take ownership of the finance function and help shape its future. Role Overview The Management Accountant will be responsible for the full financial management and control of the organisation Reporting directly to the Fractional CEO, the role will be both strategic and hands-on, covering day-to-day finance operations as well as management reporting, budgeting, forecasting and process improvement. This position would suit an ambitious, proactive and driven individual who enjoys building systems, taking responsibility and adding value in a growing SME environment. Key Responsibilities Financial Operations Oversee all daily accounting and operational finance activities Manage the finance inbox and respond to internal and external enquiries Process accounts payable and receivable Raise sales invoices and maintain accurate billing schedules Manage credit control and follow up overdue payments Reconcile bank accounts and oversee bank feeds Maintain accurate financial records and organised filing systems Process payroll and associated reporting Manage expense claims in line with company policy Maintain and reconcile the general ledger Prepare and submit VAT returns Liaise with external accountants and advisers as required Financial Reporting Prepare monthly management accounts Produce cash flow statements and balance sheet reconciliations Support year-end accounts preparation and audit process Provide clear and insightful financial reporting to the CEO and leadership team Develop and improve reporting formats as the business grows Budgeting & Forecasting Assist with the preparation of annual budgets and rolling forecasts Monitor financial performance and highlight variances Maintain and manage cash flow forecasts Systems, Processes & Controls Maintain, manage and develop Xero accounting system Improve and document internal controls and procedures Introduce efficiencies and automation where appropriate Support implementation of new finance-related processes Business & Operational Support Work closely with operational and event teams on costing and project analysis Provide support for project P&Ls and budget tracking Assist with resource planning and financial decision-making Support HR and Operations with payroll and benefits administration Assist with compliance and regulatory requirements Skills & Experience Essential: Qualified, part-qualified (ACCA, CIMA) or qualified by experience Experience working in an SME environment, ideally in a growing business Strong technical accounting knowledge and understanding of UK GAAP Solid experience using Xero would be advantageous Experience with multi-currency transactions and reconciliations Previous experience producing management accounts Strong attention to detail and excellent organisational skills Proactive approach with the ability to work autonomously Desirable: Experience within events, media or professional services Knowledge of EU VAT and international tax considerations Experience with CRM or project accounting systems Personal Attributes Hands-on, motivated and self-driven Highly organised, with strong prioritisation skills Confident communicator, able to explain financial information clearly Collaborative and adaptable within a small team environment Professional, ethical and discreet at all times Rewards & Benefits Competitive base salary of £35,000 doe, plus benefits Annual bonus opportunity Hybrid working model (Cardiff office and remote) Statutory Pension contribution 23 days annual leave plus public holidays Opportunity to make a meaningful impact within a growing, international organisation If this sounds like the role for you, please get in touch with Môrwell Talent Solutions ASAP!
Dec 04, 2025
Full time
Location: Cardiff (hybrid working pattern on offer) Reporting to: Chief Executive Officer (CEO) Employment Type: Full-time, permanent Salary: Up to £35,000 per annum plus bonus (DOE) Môrwell Talent Solutions is delighted to be working with an SME business in the Cardiff area in their search for an experienced Management Accountant to join their team. This newly created role offers an excellent opportunity for a motivated finance professional to take ownership of the finance function and help shape its future. Role Overview The Management Accountant will be responsible for the full financial management and control of the organisation Reporting directly to the Fractional CEO, the role will be both strategic and hands-on, covering day-to-day finance operations as well as management reporting, budgeting, forecasting and process improvement. This position would suit an ambitious, proactive and driven individual who enjoys building systems, taking responsibility and adding value in a growing SME environment. Key Responsibilities Financial Operations Oversee all daily accounting and operational finance activities Manage the finance inbox and respond to internal and external enquiries Process accounts payable and receivable Raise sales invoices and maintain accurate billing schedules Manage credit control and follow up overdue payments Reconcile bank accounts and oversee bank feeds Maintain accurate financial records and organised filing systems Process payroll and associated reporting Manage expense claims in line with company policy Maintain and reconcile the general ledger Prepare and submit VAT returns Liaise with external accountants and advisers as required Financial Reporting Prepare monthly management accounts Produce cash flow statements and balance sheet reconciliations Support year-end accounts preparation and audit process Provide clear and insightful financial reporting to the CEO and leadership team Develop and improve reporting formats as the business grows Budgeting & Forecasting Assist with the preparation of annual budgets and rolling forecasts Monitor financial performance and highlight variances Maintain and manage cash flow forecasts Systems, Processes & Controls Maintain, manage and develop Xero accounting system Improve and document internal controls and procedures Introduce efficiencies and automation where appropriate Support implementation of new finance-related processes Business & Operational Support Work closely with operational and event teams on costing and project analysis Provide support for project P&Ls and budget tracking Assist with resource planning and financial decision-making Support HR and Operations with payroll and benefits administration Assist with compliance and regulatory requirements Skills & Experience Essential: Qualified, part-qualified (ACCA, CIMA) or qualified by experience Experience working in an SME environment, ideally in a growing business Strong technical accounting knowledge and understanding of UK GAAP Solid experience using Xero would be advantageous Experience with multi-currency transactions and reconciliations Previous experience producing management accounts Strong attention to detail and excellent organisational skills Proactive approach with the ability to work autonomously Desirable: Experience within events, media or professional services Knowledge of EU VAT and international tax considerations Experience with CRM or project accounting systems Personal Attributes Hands-on, motivated and self-driven Highly organised, with strong prioritisation skills Confident communicator, able to explain financial information clearly Collaborative and adaptable within a small team environment Professional, ethical and discreet at all times Rewards & Benefits Competitive base salary of £35,000 doe, plus benefits Annual bonus opportunity Hybrid working model (Cardiff office and remote) Statutory Pension contribution 23 days annual leave plus public holidays Opportunity to make a meaningful impact within a growing, international organisation If this sounds like the role for you, please get in touch with Môrwell Talent Solutions ASAP!
Deputy Chair Lowry Location: Salford / Hybrid Time Commitment: Approx. 1-2 days per month Term: Three years (renewable) Lowry is one of the UK's leading cultural institutions, using visual and performing arts to enrich lives and shape the cultural, social and economic future of Salford and beyond. We are seeking a dynamic and commercially astute Deputy Chair of Trust to support our Chair, Nazir Afzal OBE, and play a pivotal role in the continued success and evolution of Lowry. This newly created role offers a unique opportunity to combine strategic governance with entrepreneurial leadership. As Deputy Chair, you will bring senior-level commercial insight to our Board and act as Chair of Lowry's trading subsidiary (OPCO), driving innovation and sustainability across our enterprise activities while safeguarding our charitable mission. As Deputy Chair, you will: Provide strategic counsel to the Chair and Chief Executive in delivering Lowry's vision and charitable objectives. Lead the Board of Lowry Trading Company (OPCO), ensuring strong commercial performance and alignment with our values. Champion good governance, succession planning, and diversity across the Trust. Act as an ambassador for Lowry, building relationships with partners, supporters, and stakeholders. What We're Looking For: Extensive senior-level experience in a commercial or enterprise environment, ideally with board or chairing experience. Strategic thinking and strong financial literacy, with an understanding of how commercial activity supports charitable impact. Insight into digital risk or cyber security. A collaborative leadership style and commitment to creativity, inclusion, and social impact. Experience in the cultural or non-profit sectors is welcomed but not essential. This is a voluntary, non-executive position requiring approximately 1-2 days per month. Lowry is committed to diversity and inclusion and welcomes applications from all backgrounds. To find out more and apply, please click apply on website. For a confidential discussion, please contact our recruitment advisers at GatenbySanderson: Oliver Startup: Rebekah Herz-Bauman, Partner: Closing date: Thursday 15th January
Dec 02, 2025
Full time
Deputy Chair Lowry Location: Salford / Hybrid Time Commitment: Approx. 1-2 days per month Term: Three years (renewable) Lowry is one of the UK's leading cultural institutions, using visual and performing arts to enrich lives and shape the cultural, social and economic future of Salford and beyond. We are seeking a dynamic and commercially astute Deputy Chair of Trust to support our Chair, Nazir Afzal OBE, and play a pivotal role in the continued success and evolution of Lowry. This newly created role offers a unique opportunity to combine strategic governance with entrepreneurial leadership. As Deputy Chair, you will bring senior-level commercial insight to our Board and act as Chair of Lowry's trading subsidiary (OPCO), driving innovation and sustainability across our enterprise activities while safeguarding our charitable mission. As Deputy Chair, you will: Provide strategic counsel to the Chair and Chief Executive in delivering Lowry's vision and charitable objectives. Lead the Board of Lowry Trading Company (OPCO), ensuring strong commercial performance and alignment with our values. Champion good governance, succession planning, and diversity across the Trust. Act as an ambassador for Lowry, building relationships with partners, supporters, and stakeholders. What We're Looking For: Extensive senior-level experience in a commercial or enterprise environment, ideally with board or chairing experience. Strategic thinking and strong financial literacy, with an understanding of how commercial activity supports charitable impact. Insight into digital risk or cyber security. A collaborative leadership style and commitment to creativity, inclusion, and social impact. Experience in the cultural or non-profit sectors is welcomed but not essential. This is a voluntary, non-executive position requiring approximately 1-2 days per month. Lowry is committed to diversity and inclusion and welcomes applications from all backgrounds. To find out more and apply, please click apply on website. For a confidential discussion, please contact our recruitment advisers at GatenbySanderson: Oliver Startup: Rebekah Herz-Bauman, Partner: Closing date: Thursday 15th January
Job Summary The purpose of the Strategy Unit is to support Acas to set and deliver against our strategic direction and raise strategic capability internally. This is an exciting time to join as we operationalise the first year of our new 5-year strategy to prevent, manage and resolve conflict at work. This role is about taking our big ideas to improve workplace relations, developing options and plans for long-term change by Acas and through our stakeholders. A day in the life of this role could include producing a paper on what stakeholders are saying about industrial dispute, mapping the journey small businesses take through our services or producing an options paper for our board about behaviour change of employees. At times you will step back and look beyond the 5-year time horizon of our strategy, asking what the big, game-changing ideas are that we should think and talk about now so we can be well positioned far into the future. The right person for this role is strategic and insightful, able to see beyond how things have always been done to what could be possible. You enjoy working independently as you deep dive on an issue, just as much as working with stakeholders and bringing together different views to build consensus. You are happy to engage in complexity and be pragmatic when the situation demands it. This role will: Support the realisation of Acas's new 25-30 strategy by identifying the strategic levers and partners we should engage and offering consultancy to colleagues about how to apply the strategy to their service or product. Scope and deliver strategic projects to coordinate cross-organisational activity and colleagues to deliver a single strategic purpose. Support organisational strategic capability by compiling tools and creating templates. Champion and coordinate insight across Acas - ensuring insight on workplace relations in GB is captured, shared and used. Job Description The main accountabilities of this role are: Strategic projects: Manage and lead strategic projects as needed, particularly producing timely high-quality materials to scope, define and deliver projects. This may include: project initiation and scoping, desk research, running discoveries, producing recommendations of next steps for Acas, facilitating agreement, and establishing the means for implementation. Consultancy: Provide internal consultancy to colleagues, supporting strategic thinking and approaches, including working with internal customers to improve alignment between services, functions and products with the organisational strategy. System analysis: Analyse the systems Acas operates within to identify opportunities and key levers for change. Add to our understanding of influential bodies/entities and strategic partners to improve workplace relations in GB. Strategic policy: Develop Acas policy on long term strategic issues. Consider the wider environment, collaborate with the Acas research team to commission new research, use research findings, undertake independent research, horizon scanning, stakeholder engagement and networking to develop Acas thinking on the workplace relations system and steer recommendations through governance structures (Acas Council and Executive Board) to agreement. Insight: Develop strategic insights from context or data and work collaboratively to translate into action. Ensure insights from various sources are systematically captured. Share insight with relevant colleagues in a way that enables them to make changes. Spot opportunities for insight to be applied. As a member of the Strategy and External Affairs Directorate you will: Promote diversity, inclusion and equality of opportunity, respecting difference and external experience. Be self-aware and role-model continuous self-learning and development. Collaborate with others to achieve the goals of Acas together. Effectively manage resources and budget where required. Work flexibly and collaboratively with those across the Directorate and wider Acas. Live the Acas values. Experience Essential Criteria: Managing complex projects with multiple stakeholders through design, definition and delivery (Lead Criteria) . Written and oral communications - writing succinct, engaging reports, papers and slides to senior leadership, producing written outputs to influence debates, delivering presentations, workshop design and facilitation. Horizon scanning to build and maintain an understanding of public policy issues and/or legal developments. Developing policy positions , including using qualitative/quantitative analysis and making recommendations to influence policy making and/or workplace practices. Analysis and insight - experience synthesising complex information, data, research, MI into clear analysis and recommendations for action. Advising senior leaders on complex issues and presenting with credibility and confidence to have influence and impact. Working with external stakeholders and partners to build consensus, influence change and achieve organisational objectives. Desirable Criteria: Experience of providing consultancy to internal or external clients on strategic projects or organisational problems. Sound knowledge of good employment relations and workplace practices, employment law, and key issues affecting employers and workers in Britain. How to apply Please click "Apply on website" to view the full advert for information on how to apply.
Nov 24, 2025
Full time
Job Summary The purpose of the Strategy Unit is to support Acas to set and deliver against our strategic direction and raise strategic capability internally. This is an exciting time to join as we operationalise the first year of our new 5-year strategy to prevent, manage and resolve conflict at work. This role is about taking our big ideas to improve workplace relations, developing options and plans for long-term change by Acas and through our stakeholders. A day in the life of this role could include producing a paper on what stakeholders are saying about industrial dispute, mapping the journey small businesses take through our services or producing an options paper for our board about behaviour change of employees. At times you will step back and look beyond the 5-year time horizon of our strategy, asking what the big, game-changing ideas are that we should think and talk about now so we can be well positioned far into the future. The right person for this role is strategic and insightful, able to see beyond how things have always been done to what could be possible. You enjoy working independently as you deep dive on an issue, just as much as working with stakeholders and bringing together different views to build consensus. You are happy to engage in complexity and be pragmatic when the situation demands it. This role will: Support the realisation of Acas's new 25-30 strategy by identifying the strategic levers and partners we should engage and offering consultancy to colleagues about how to apply the strategy to their service or product. Scope and deliver strategic projects to coordinate cross-organisational activity and colleagues to deliver a single strategic purpose. Support organisational strategic capability by compiling tools and creating templates. Champion and coordinate insight across Acas - ensuring insight on workplace relations in GB is captured, shared and used. Job Description The main accountabilities of this role are: Strategic projects: Manage and lead strategic projects as needed, particularly producing timely high-quality materials to scope, define and deliver projects. This may include: project initiation and scoping, desk research, running discoveries, producing recommendations of next steps for Acas, facilitating agreement, and establishing the means for implementation. Consultancy: Provide internal consultancy to colleagues, supporting strategic thinking and approaches, including working with internal customers to improve alignment between services, functions and products with the organisational strategy. System analysis: Analyse the systems Acas operates within to identify opportunities and key levers for change. Add to our understanding of influential bodies/entities and strategic partners to improve workplace relations in GB. Strategic policy: Develop Acas policy on long term strategic issues. Consider the wider environment, collaborate with the Acas research team to commission new research, use research findings, undertake independent research, horizon scanning, stakeholder engagement and networking to develop Acas thinking on the workplace relations system and steer recommendations through governance structures (Acas Council and Executive Board) to agreement. Insight: Develop strategic insights from context or data and work collaboratively to translate into action. Ensure insights from various sources are systematically captured. Share insight with relevant colleagues in a way that enables them to make changes. Spot opportunities for insight to be applied. As a member of the Strategy and External Affairs Directorate you will: Promote diversity, inclusion and equality of opportunity, respecting difference and external experience. Be self-aware and role-model continuous self-learning and development. Collaborate with others to achieve the goals of Acas together. Effectively manage resources and budget where required. Work flexibly and collaboratively with those across the Directorate and wider Acas. Live the Acas values. Experience Essential Criteria: Managing complex projects with multiple stakeholders through design, definition and delivery (Lead Criteria) . Written and oral communications - writing succinct, engaging reports, papers and slides to senior leadership, producing written outputs to influence debates, delivering presentations, workshop design and facilitation. Horizon scanning to build and maintain an understanding of public policy issues and/or legal developments. Developing policy positions , including using qualitative/quantitative analysis and making recommendations to influence policy making and/or workplace practices. Analysis and insight - experience synthesising complex information, data, research, MI into clear analysis and recommendations for action. Advising senior leaders on complex issues and presenting with credibility and confidence to have influence and impact. Working with external stakeholders and partners to build consensus, influence change and achieve organisational objectives. Desirable Criteria: Experience of providing consultancy to internal or external clients on strategic projects or organisational problems. Sound knowledge of good employment relations and workplace practices, employment law, and key issues affecting employers and workers in Britain. How to apply Please click "Apply on website" to view the full advert for information on how to apply.
Job Title: Associate Financial Adviser Industry: Financial Planning Location: Bristol Salary: £35,000 - £50,000 Job reference: 9943 Job Description: Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Bristol to join one of the UK's leading and rapidly growing Financial Advice firms. They are pioneers in the dual professional, Financial Planning and Investment Management model and have a highly developed client proposition. They are seeking a confident, experienced professional to expand their Desk Based advice team in Bristol. They are looking for confident financial services professionals who are looking to build a career as a financial adviser. To be considered they're looking for someone with financial services experience and the Level 4 Diploma. Your experience will give you the fundamental skills to become a successful adviser with them. They have a clear and defined progression structure to allow you the opportunity to move into face to face advice in the future if you desired. Duties will include: Provide telephone or video-based reviews and advice to clients. Contact referred clients within agreed Service Levels to arrange review appointments and deliver ongoing service commitments. Undertake suitability reviews to ensure client portfolios remain aligned with objectives, risk profile, and circumstances. Deliver compliant, personalised financial advice to meet identified client needs. Prepare compliant client communications and suitability reports. Maintain accurate and up-to-date client records on the firm's systems. Adhere to all regulatory requirements, internal compliance procedures, and advice processes. Benefits: Salary up to £50,000 Salary increases once CAS status is achieved Clients provided Excellent bonus structure Career progression framework Extensive benefits Comprehensive training Skills and experience required: Level 4 Diploma in Financial Planning Experience within Financial Services Ability to communicate effectively over the phone Desire to become a Financial Planner Strong client management skills Exceptional communication skills Highly motivated with strong work ethic About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Associate Financial Planner role in Bristol. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Oct 08, 2025
Full time
Job Title: Associate Financial Adviser Industry: Financial Planning Location: Bristol Salary: £35,000 - £50,000 Job reference: 9943 Job Description: Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Bristol to join one of the UK's leading and rapidly growing Financial Advice firms. They are pioneers in the dual professional, Financial Planning and Investment Management model and have a highly developed client proposition. They are seeking a confident, experienced professional to expand their Desk Based advice team in Bristol. They are looking for confident financial services professionals who are looking to build a career as a financial adviser. To be considered they're looking for someone with financial services experience and the Level 4 Diploma. Your experience will give you the fundamental skills to become a successful adviser with them. They have a clear and defined progression structure to allow you the opportunity to move into face to face advice in the future if you desired. Duties will include: Provide telephone or video-based reviews and advice to clients. Contact referred clients within agreed Service Levels to arrange review appointments and deliver ongoing service commitments. Undertake suitability reviews to ensure client portfolios remain aligned with objectives, risk profile, and circumstances. Deliver compliant, personalised financial advice to meet identified client needs. Prepare compliant client communications and suitability reports. Maintain accurate and up-to-date client records on the firm's systems. Adhere to all regulatory requirements, internal compliance procedures, and advice processes. Benefits: Salary up to £50,000 Salary increases once CAS status is achieved Clients provided Excellent bonus structure Career progression framework Extensive benefits Comprehensive training Skills and experience required: Level 4 Diploma in Financial Planning Experience within Financial Services Ability to communicate effectively over the phone Desire to become a Financial Planner Strong client management skills Exceptional communication skills Highly motivated with strong work ethic About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Associate Financial Planner role in Bristol. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Interim Head of Finance - Lancaster Interim Head of Finance Location: Lancaster Contract: Interim - minimum 3 months Sector: Charity / Not-for-Profit Our client, a respected charitable organisation based in Lancaster, is seeking an experienced Interim Head of Finance to support a period of transition. This is a hands-on leadership role, ideal for a seasoned finance professional who thrives in dynamic environments and can provide both strategic oversight and operational excellence. Key Responsibilities: Financial Leadership: Lead financial management and control across the charity and its two trading subsidiaries, ensuring strong governance and compliance.Strategic & Operational Planning: Develop and oversee budgets, forecasts, and long-term financial plans for both commercial and non-commercial entities.Cashflow Management: Ensure effective cashflow monitoring and forecasting to maintain financial health.Reporting & Analysis: Deliver accurate monthly management accounts, insightful narrative reporting, and key financial analyses.Internal Controls: Strengthen financial control systems and ensure complianceStatutory Accounts: Prepare and finalise statutory accounts for the Group in line with regulatory standards.Governance Support: Present financial updates to the Trustee Board and governance committees, including Audit and Finance.Tax & VAT: Liaise with external advisers on corporation tax and manage VAT returns for all entities.Team Leadership: Manage and motivate a small finance team, fostering a high-performance culture.Payroll & Pensions: Oversee payroll and pension processes, ensuring accuracy and legislative compliance.Company Secretarial Duties: Ensure timely and accurate reporting to Companies House and the Charity Commission.Candidate Profile:Proven experience in a senior finance roleQualified accountant (ACA, ACCA, CIMA) or QBE with strong technical and strategic capabilities.Skilled in financial systems and process improvement.Strong leadership and team management experience.Excellent communicator with the ability to influence at all levels.Comfortable working closely with the CEO and senior leadership team.Experience supporting system implementation projects is highly desirable. What you'll get in return Min 3 months interim role £26.43- £35.24 per hour DOE 25 days annual leave plus banks Option of hybrid working, ideally office based in Lancaster Immediate start Min of 3.5 days per week What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Oct 01, 2025
Seasonal
Interim Head of Finance - Lancaster Interim Head of Finance Location: Lancaster Contract: Interim - minimum 3 months Sector: Charity / Not-for-Profit Our client, a respected charitable organisation based in Lancaster, is seeking an experienced Interim Head of Finance to support a period of transition. This is a hands-on leadership role, ideal for a seasoned finance professional who thrives in dynamic environments and can provide both strategic oversight and operational excellence. Key Responsibilities: Financial Leadership: Lead financial management and control across the charity and its two trading subsidiaries, ensuring strong governance and compliance.Strategic & Operational Planning: Develop and oversee budgets, forecasts, and long-term financial plans for both commercial and non-commercial entities.Cashflow Management: Ensure effective cashflow monitoring and forecasting to maintain financial health.Reporting & Analysis: Deliver accurate monthly management accounts, insightful narrative reporting, and key financial analyses.Internal Controls: Strengthen financial control systems and ensure complianceStatutory Accounts: Prepare and finalise statutory accounts for the Group in line with regulatory standards.Governance Support: Present financial updates to the Trustee Board and governance committees, including Audit and Finance.Tax & VAT: Liaise with external advisers on corporation tax and manage VAT returns for all entities.Team Leadership: Manage and motivate a small finance team, fostering a high-performance culture.Payroll & Pensions: Oversee payroll and pension processes, ensuring accuracy and legislative compliance.Company Secretarial Duties: Ensure timely and accurate reporting to Companies House and the Charity Commission.Candidate Profile:Proven experience in a senior finance roleQualified accountant (ACA, ACCA, CIMA) or QBE with strong technical and strategic capabilities.Skilled in financial systems and process improvement.Strong leadership and team management experience.Excellent communicator with the ability to influence at all levels.Comfortable working closely with the CEO and senior leadership team.Experience supporting system implementation projects is highly desirable. What you'll get in return Min 3 months interim role £26.43- £35.24 per hour DOE 25 days annual leave plus banks Option of hybrid working, ideally office based in Lancaster Immediate start Min of 3.5 days per week What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.
Sep 24, 2025
Full time
Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.
Job Title: Financial Adviser Industry: Financial Services Location: Carlisle. Salary: Up to £70,000 bonus Job Ref: 9878 Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Carlisle. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser You will be dealing with an existing client portfolio as well looking after new client enquiries. Your aim will be to service the existing client bank and organically grow this where possible. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support. What's in it for you: Competitive starting salary up to £70k bonus Client bank Client leads Excellent bonus schemes Excellent Benefits: DIS, Flex Bens, Pension Flex working - office/home based Administration support Study support Skills and experience required: Level 4 Diploma (Dip PFS) or equivalent CAS Status Our commitment to you : As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, office in Carlisle on Financial Adviser role. Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 23, 2025
Full time
Job Title: Financial Adviser Industry: Financial Services Location: Carlisle. Salary: Up to £70,000 bonus Job Ref: 9878 Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Carlisle. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser You will be dealing with an existing client portfolio as well looking after new client enquiries. Your aim will be to service the existing client bank and organically grow this where possible. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support. What's in it for you: Competitive starting salary up to £70k bonus Client bank Client leads Excellent bonus schemes Excellent Benefits: DIS, Flex Bens, Pension Flex working - office/home based Administration support Study support Skills and experience required: Level 4 Diploma (Dip PFS) or equivalent CAS Status Our commitment to you : As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, office in Carlisle on Financial Adviser role. Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 22, 2025
Full time
Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.