50 jobs found

Team Lead - Wealth Management BR-1301 Team Lead - Finance Operations - Wealth Management in Mayfair: £50 - 60,000 This is a newly created role to join a prestigious investment management firm whose Mayfair office is made up of around 300 professionals. Your role will combine overseeing and mentoring a small administration / PA / support team as well as assisting investment managers with their UHNW client work (e.g. onboarding clients, KYC, transactions, etc). A background in boutique investment management / private banking / HNW or family office will be essential as well as experience with line management of a team - to include creating workflows, monitoring and reporting. This is an established, professional environment and you will have both internal and external (client) stakeholders - as such communication skills and attention to detail are both paramount. You will have significant experience in client service / investment support as the role will involve working on processes and monitoring Client Executive workloads, reporting in to the Head of Client Services. Great office and team environment, with an inclusive culture. Mayfair location with the opportunity to WFH one day per week after probation. £50-60,000, plus enhanced pension, discretionary bonus and private medical insurance.

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. Purpose of the role We are looking to hire a T&C manager to develop Trainee Financial Planners in the region to reach competent adviser status (CAS), competency assessment of Financial Planners that join Titan Wealth Planning via acquisitions and the monitoring of ongoing competency of CAS Planners under your supervision. Ensuring compliance with relevant legislation and procedures. Assisting the operation of effective systems and controls to mitigate business risks and to ensure compliance with the regulatory system. Helping to maintain a collegiate relationship with both advisers and support staff to foster a positive approach to competence across the company. Responsibilities To act as first line Supervisor to Financial Planners of varying experience, based in varying locations. Ensure that Financial Planners within your span of control are supervised in accordance with the Group T&C Scheme. Deliver new entrant training and other training interventions as required. Work closely with the Training & Development Team to fulfil the objectives of each Trainee through to CAS and beyond. Undertake Role Plays, Live Observations and Competency Assessments as required, and provide feedback to Planners. Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners. Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required. Ensure own ongoing competency. Promote and display the client-centric culture of the business. Proactively share best practice. Experience, skills and key requirements. Critical Skills and Experience required Current experience working in a Training & Competence role within the Financial Services sector supervising Financial Planners in all areas (Pensions, Investments and Protection) with a deep understanding of Financial Planning and a client centric approach. Experience of providing effective Coaching. Working knowledge of relevant FCA rules. A solid understanding of complaints procedures. A good understanding of other relevant legislation, including that related to financial crime and GDPR. An strong understanding of updating policies and procedures. An in depth understanding of Training & Competency. Working knowledge of and be competent with Microsoft Applications Essential Qualifications Essential: Qualified to at least QCF Level 4 or equivalent qualification AF7, CF8 and ER1 preferred but not essential. (H15, JO7 or AF6 are desirable). Key Interfaces (Internal and External) Financial Planners Group Compliance Regional Manager Internal teams Other information Travel required for team meetings/face to face adviser meetings Key behaviours Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - Lunch and snacks provided in the Bristol office. - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Project Manager - 6-Month Fixed-Term Contract (Hybrid) Location: London or Southampton (2 days in the office/3 days remote) Salary: Up to 81,500 (pro rata) A leading financial services organisation is seeking an experienced Project Manager to join its Change function on a 6-month fixed-term contract. The successful candidate will lead change projects for a specific business unit, working closely with stakeholders to ensure delivery aligns with agreed milestones, standards, and budget. Responsibilities include defining project structures, managing resources, monitoring risks and issues, and ensuring project outcomes meet objectives. The role also involves coaching and developing team members and contributing to improved ways of working within the Change community. Key Skills & Experience: Strong stakeholder management at all levels Ability to manage programme structures with workstream-specific elements Structured approach to planning, with clear critical paths and dependencies Experience managing small programmes, including multiple workstreams Experience working closely with subject matter experts to assess impacts and prioritise tasks Experience delivering projects involving external parties Industry experience in Investment Management or Wealth Management operations, including Third Party Administrators, Transfer Agents, Brokers, Counterparties, Custodians, and Depositories Platform experience (client money, settlement operations, Transfer Agency) Demonstrated experience in regulatory-change initiatives Exposure to US T+1 settlement changes (desirable) Benefits (pro rata): 26 days holiday, life insurance, healthcare Ready to make an impact? Step into a fast-paced environment where your expertise will drive meaningful change and help deliver successful business outcomes from day one. Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd acts as an Employment Business in relation to this vacancy.

Procurement Specialist London / WFH to £70k Opportunity to build the procurement function from the ground up at a rapidly growing wealth management business. As a Procurement Specialist you will design and implement procurement frameworks, policies and processes, laying the foundation for a scalable and effective procurement operation, including setting up supplier management structures, governance models and reporting mechanisms to support strategic goals. You'll role combine strategic sourcing, supplier management and compliance oversight to drive value across the business, you'll collaborate and engage stakeholders, lead change and embed new processes effectively. Location / WFH: You'll join the team in London three days a week in a hybrid model with flexibility to work from home twice a week. About you: You have experience in a similar procurement role working within a Finance / Technology function, with a strong understanding IT delivery, supplier management, risk and governance You have experience of building a procurement function from scratch You have full procurement lifecycle experience, from initial request through to contract signature You have advanced stakeholder management and communication skills, you're able to influence senior technology leaders, suppliers and finance teams, ensuring alignment and effective decision making You have experience with Experience with procurement systems (e.g. Coupa, SAP Ariba) and spend analytics tools You have strong commercial acumen You're degree educated or equivalent in Business, Supply Chain, Procurement, or related field (CIPS qualification desirable) What's in it for you: As a Procurement Specialist you will receive a competitive package: Salary to £70k Pension (7.5% employer contribution) 25 days holiday, with ability to buy or sell up to 5 days per year Private Medical Insurance, Life Insurance and Income Protection Insurance Employee Assistance Programme 2 days per year volunteering days Plus a range of other flexible benefits Apply now to find out more about this Procurement Specialist opportunity. At Client Server we believe in a diverse workplace that allows people to play to their strengths and continually learn. We're an equal opportunities employer whose people come from all walks of life and will never discriminate based on race, colour, religion, sex, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. The clients we work with share our values.

Strategic Asset Manager needed! Salary: 314.79 day rate Location: Mandela House & Work From Home, CB2 Hours: Monday - Friday 9am - 5pm Till October 2026 The role - The Strategic Asset Lead is a new strategic role, reporting to the Director for Economy and Place and working closely with the wider Economy & Place management team, in particular the Chief Property Surveyor. The postholder will work with stakeholders across the council to take an overview of all City Council assets (Administrative, Operational, Commercial, and key elements of Housing), to advise on which to retain, refurb, repurpose and which should be considered for disposal, as well as the Council's strategic approach to compliance. In this role you will: 1. Bring corporate coherence to our understanding of what assets the Council needs to deliver its core objectives, for what purposes, bearing in mind our operational, commercial, social & environmental objectives. Update and expand the Council's Asset Management Plan v.1 (AMP) to ensure all relevant Council assets and properties are efficiently and effectively managed, meet requirements for function, size, regulatory standards and safety, environmental performance, cost, financial return and location now and in the future. Work closely with the CFO and Finance Team to development future investment pipeline so that capital expenditure is efficiently prioritized to ensure maximum value for money and focused on delivering the Council's wider corporate objectives, including (non-exhaustively) NetZero, community wealth building and placemaking. 2. Liaise with key persons within the Group and across the council, including the Chief Property Surveyor and Assistant Director of Development, to determine future strategies regarding the commercial property and Council assets, including relevant HRA assets, including working across the council to develop business cases and/or securing investment and funding. 3. Take responsibility for the programming, content and management of the council's internal Net Zero Board which brings together key relevant people from across the whole organization to take strategic decisions around how the council's property asset base will meet its target of becoming net zero by 2030. 4. Leverage the Council's holdings to achieve placemaking goals. This will involve partnerships within our own group, and with other council teams, especially Greater Cambridge Shared Planning. 5. Work in partnership with key organizations, in both the public and private sectors. This includes working with the Head of Economy, Energy & Climate as well as the Greater Cambridge Partnership, Greater Cambridge Shared Planning, the University of Cambridge and the Cambridge Business Improvement District to achieve wider placemaking goals. Essential Skills: Degree/Diploma (or Post Graduate Diploma) recognised by RICS and current MRICS qualification or comparable Strategy and programme management Business case development and understanding of finance Experience managing major property portfolios and commercial assets Expertise in property management/valuation databases/software Experience in flexible accommodations (thinking ahead to how best we can use our assets to benefit both the council and the people who use them) Good understanding of wider sustainability, economic, placemaking and community agendas in growth locations. Strong line management skills Apply today! Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.

Project Manager - Asset Investment / Planned Works (Social Housing) Location: Bedford (Hybrid) Salary: £50,000 plus £2,000 car allowance Full Time Permanent We are looking for an experienced and motivated Project Manager to lead the delivery of our annual planned and cyclical maintenance programmes. This is a key role within our Property Services and Compliance directorate, ensuring that homes are safe, compliant, and maintained to a high standard.A central part of the role is ensuring the safe and high-quality performance of contractors. The postholder will rigorously monitor health and safety standards, ensuring all contractors work safely on site, follow method statements and risk assessments, and deliver works that meet contractual, statutory, and bpha requirements. You will manage projects from inception through to completion, working collaboratively with colleagues, residents, and external partners to ensure excellent outcomes. Key Responsibilities Lead and deliver planned and cyclical maintenance projects, ensuring compliance with legislation including CDM 2015. Ensure all works are undertaken to accord with bpha statutory obligations including but not limited to the CDM regulations 2015. Review and comment on contractor risk assessments and method statements, maintaining strong SHEQ standards. Support procurement activities in line with policy, reviewing quotations and ensuring value for money. Monitor contractor performance, chair progress meetings, and maintain accurate project documentation. Manage budgets, review applications for payment, and work with finance colleagues on forecasting and reporting. Engage with residents to gather feedback and ensure high levels of customer satisfaction. Provide support to colleagues across the team and deputise for the Senior Project Manager when required. About You You will bring strong technical knowledge, excellent communication skills, and confidence in managing contractors and budgets. You will be an experienced construction professional, ideally with sound knowledge of residential maintenance, repairs and refurbishment. Essential experience and skills Experience delivering planned maintenance or asset investment projects in social housing or similar environments. HNC or HND in Construction Management or Building Surveying. Strong understanding of health and safety legislation, including CDM 2015 and issues such as asbestos. Experience of managing contracts, monitoring performance, and managing budgets. Ability to produce high-quality reports and maintain accurate records. Excellent customer care skills and commitment to equality and diversity. Ability to work independently and collaboratively with internal and external stakeholders. Desirable Knowledge of Section 20 leaseholder consultation requirements. Project management qualifications (PRINCE2, APM). Health and safety training such as IOSH Managing Safely or NEBOSH. Why Join Us? At bpha, our values are at the heart of everything we do: We take responsibility: We do what we say and are accountable for our actions. We show empathy: We respect and listen to every colleague and customer. We are better together: We value diversity and achieve more as one team. We are ambitious: We strive for excellence and make a positive difference. Employee Benefits We believe in rewarding our team with more than just a pay cheque. In addition to a wealth of other benefits and as part of our commitment to your wellbeing and development, we offer: A competitive salary of £50,000 per annum. Annual leave entitlement of 28 days (increasing with length of service to 33 days) plus paid bank holidays. Generous contributory pension scheme, with up to 12% contributed by bpha. Free private health care (family members can also be added at a cost). Free life assurance. Discounted gym membership. A range of free wellbeing services including digital gym and fitness classes. Hybrid working. How to Apply If you're ready to bring your expertise to a role where you can make a meaningful difference, we'd be pleased to hear from you. Apply now and help us deliver safe, high-quality homes for our residents.

Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team. This is a business that has seen strong growth over the past few years, now managing over £1bn in client assets, while maintaining a genuinely collaborative and supportive culture. The Opportunity This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner. You'll work closely with an experienced Wealth Manager and their team, gaining hands-on exposure to client work while continuing your exams and development through a well-supported training programme (expected 12-18 months) It's a strong fit for someone who enjoys both the technical side of planning and building toward a client-facing advisory role. To start you off, you will be: Attending client meetings alongside Wealth Managers Managing follow-up actions and ongoing client servicing Supporting with technical calculations (pensions, allowances, etc.) Investment research and analysis Preparing cashflow models and planning reports Handling client queries (technical and administrative) Identifying opportunities within existing client relationships Managing workflow through internal systems and trackers About You Experience within a wealth management / financial planning environment Minimum of 2 RO exams (or equivalent) Strong attention to detail and organisational skills Confident communicator with a professional approach Motivated, proactive, and keen to progress into an advisory role Why This Role Clear pathway to becoming a Chartered Financial Planner Exposure to high-quality clients and experienced advisers Strong internal support and training structure A collaborative, social, and high-performing team environment Benefits Competitive bonus structure Hybrid working Pension scheme Private medical cover Employee wellbeing support (including GP access, discounts, gym benefits) Additional time off including: Extra days over Christmas Monthly early finish ("Family Friday") Additional leave with service Regular team socials and company events Daily breakfast in the office

Tax Manager - OMB & Private Client Specialist Manchester City Centre, 70,000 - 90,000 (DOE + Qualifications) A leading independent accountancy firm in Manchester is continuing to invest in the tax team and are now looking to recruit a Tax Manager with OMB and Private Client experience. This is a great opportunity, you'll be joining a well-established practice that has grown significantly in recent years and continues to build momentum. The tax work is broad, technical, and advisory-heavy, with clients often requiring joined up advice across both personal and business affairs. As the Tax Manager you'll be involved with: OMB and entrepreneur tax planning Group restructures and reconstructions Succession planning and IHT mitigation Trusts and family wealth planning CGT planning and transactional support Property-related structuring Share schemes and incentives EIS / VCT investment advice Residence and cross-border considerations You'll work closely with Partners and senior stakeholders, with plenty of client exposure and autonomy from day one. While there's scope to get involved in business development, the role is primarily focused on delivering strong technical advice and building trusted long-term relationships. You'll ideally have: Strong tax advisory experience (personal tax or mixed tax background) Proven ability to draft technical advice letters, reports and planning notes A recognised qualification (CTA, ACA, ACCA, ICAS or similar) Confidence dealing directly with clients, Partners and HMRC A professional, relationship-led approach Why This Firm? Strong salary range with flexibility for the right hire Hybrid working and modern city-centre offices Overtime paid at all levels (rare in the market) Supportive team environment with a genuine "people-first" culture Clear progression based on performance, not politics If you're looking for a tax advisory role where the work is genuinely interesting and the firm invests in its people, this is one worth exploring. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.

Position: Strategic Asset Manager Location : Mandela House, Cambridge, CB2 1BY Start Date: ASAP Contract Duration: 5+ Months Working Hours: 37 hours per week Pay Rate: £ 314.79 Per Day Job Reference: (phone number removed) Role Purpose The Strategic Asset Manager is a new, strategic leadership role within the Economy and Place Group . Reporting to the Director of Economy and Place, the postholder will: Take a council-wide overview of all property assets (administrative, operational, commercial, and housing-related) Advise on retention, refurbishment, repurposing, or disposal of assets Lead on compliance strategy across all council assets Implement corporate strategies for sustainability , Net Zero , and placemaking goals Collaborate across council teams and external partners to optimize the value and function of assets The role emphasizes strategic oversight , including investment prioritization, financial efficiency, and alignment with the council s economic, social, and environmental objectives. Key Responsibilities Asset Management & Strategy Maintain and update the Council s Asset Management Plan (AMP) Ensure assets meet functional, regulatory, safety, environmental, and financial requirements Prioritize capital expenditure to maximize value for money and deliver council objectives Collaboration & Governance Liaise with internal stakeholders (CFO, Chief Property Surveyor, Assistant Director of Development) Develop business cases, secure investment, and manage funding for council assets Lead the Net Zero Board for property-related sustainability initiatives Placemaking & External Partnerships Leverage council assets to support placemaking, community wealth building, and sustainability goals Work with partners such as Greater Cambridge Shared Planning, the University of Cambridge, and Cambridge BID Leadership & Team Management Likely line management of one Band 5 Property Surveyor (TBC) Provide strategic oversight of property portfolios (£165m) and advise on investments Innovation & Sustainability Encourage adoption of AI and emerging technology to improve efficiency and energy/retrofit strategies Integrate environmental, social, and community value into asset decisions Person Specification Essential Skills: Degree/diploma recognized by RICS, MRICS qualification or equivalent Strategy and programme management experience Business case development and finance knowledge Experience managing major property portfolios and commercial assets Expertise with property management/valuation software Knowledge of flexible accommodation solutions Understanding of sustainability, economic development, placemaking, and community agendas Strong line management skills Desirable Skills: Experience valuing social and environmental impacts to inform investment Leading retrofit programs in complex organizations Managing complex tasks and problem-solving Excellent communication and influencing skills at senior levels, including elected members DISCLAIMER : By applying for this vacancy, you consent to your personal information being shared with our client and any relevant third parties we engage with, for the purpose of assessing your suitability specific organizations or hireSrs to whom you do not wish your details to be disclosed.

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. AMS is a global workforce solutions partner committed to creating inclusive, dynamic, and future-ready workplaces. We help organisations adapt, grow, and thrive in an ever-evolving world by building, shaping, and optimising diverse talent strategies. We partner with M&G to support their contingent recruitment processes. Acting as an extension of their recruitment teams, we connect them with skilled interim and temporary professionals, fostering workplaces where everyone can contribute and succeed. On behalf of M&G, AMS are looking for a SaaS Procurement Specialist based in Kildean , Scotland for a 6 months Contract role. We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role. Candidate Profile: Key accountabilities, skills & experience Purpose of the role: We are looking for a proactive SaaS Procurement Specialist to join M&G Technology Commercial function, supporting the delivery of services across the business. In this role your will manage a live pipeline of SaaS renewals, leading end-to-end renewals, negotiating supplier terms, and ensuring robust, compliant, and value-driven contracts. What you'll do: Own and manage the renewal pipeline, including planning, stakeholder engagement, and timely execution. Negotiate and redline supplier terms (pricing, SLAs, usage rights, service levels, AI, data & IP), achieving commercial value while protecting risk positions. Remediate and update AI-related contract clauses (data use, training restrictions, transparency, IP/indemnity, third-party model connections) to reflect responsible use. Deliver excellent commercial services to internal customers and third-party suppliers, managing smaller projects and supporting larger initiatives. Build strong working relationships with internal teams (IT Security, Legal, Financial Crime) and external suppliers. Drive continuous improvement in commercial and contract management processes, capturing lessons learned and uplifting playbooks/templates. Advise project managers and stakeholders on commercial and risk implications of actions and decisions. The skills you'll need: Proven experience in commercial contracting and renewal management, particularly with SaaS/IT suppliers. Working knowledge of contract law, drafting, evaluation, and commercial negotiation techniques. Experience in regulated environments (ideally financial services), with practical understanding of risk, compliance, privacy, and security considerations. Proficiency in MS Office (Word, Excel, PowerPoint); experience with procurement/SRM tools is desirable. Strong commercial negotiation and contract review capability. Analytical, pragmatic, and collaborative, with a track record of delivering commercial value and resolving complex problems. Next steps We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

Strategic Account Manager Asset Management & Buyside Clients Who we are GlobalData operates an intelligence platform that empowers leaders to act decisively in a world of complexity and change. By uniting proprietary data, human expertise, and purpose-built AI into a single, connected platform, we help organizations see what s coming, move faster, and lead with confidence. Our solutions are used by over 5,000 organizations across the world s largest industries, delivering tailored intelligence that supports strategic planning, innovation, risk management, and sustainable growth. Why join the Sales team at GlobalData? GlobalData is at a pivotal point in its growth journey and we need curious, ambitious, courageous people to support us in achieving our vision to deliver intelligence that transforms uncertainty into opportunity for the world s most successful organizations.? Our big ambitions mean that life at GlobalData is fast paced, entrepreneurial and rewarding. Working together in an intellectually challenging environment, where learning is super-charged to keep us on our toes, the highly stimulating, fast-paced, global environment we operate in, and our bold ambitions result in unique learning opportunities for our people. The Sales team operates at the face of our business introducing clients to our trusted intelligence. With an established book of leading brands and the scope carve your own market, there is a real opportunity for sales talent at all levels to develop in our growing business. The culture is buzzing and positive, and you can expect to be rewarded well with our uncapped commission scheme. The role The Strategic Account Manager will be based in the UK, responsible for managing and growing a portfolio of key clients across EMEA, as well as developing new sales within a defined territory. The position will include responsibility for leading the overall sales process and client management for the designated portfolio of clients and territory. Clients will include Asset Management and Buyside firms including large asset managers, pension funds, hedge funds, private banks, wealth managers and investment management companies. You will be working alongside an international sales and analyst team, providing market and data insights as well as global macro and geopolitical perspectives to some of Europe's largest asset managers. What you ll be doing Managing and growing a portfolio of existing clients across EMEA. Identify new business opportunities within existing accounts, including upselling and cross-selling, and new logo accounts. Developing client relationships with multiple contacts across organisations, understanding client needs, uncovering new sales opportunities, and positioning GlobalData s services appropriately. Managing the end-to-end sales process, developing leads, phone-led sales, and in-person meetings. Consistently exceeding set targets, maintaining accurate forecasts in Salesforce, and effective communication with management. What we re looking for At least 5-7 years of Client Account Management / Business Development / Sales experience. Proven success at overachieving targets and developing trusted client relationships. Previous industry experience may include Data Sales, Business Information, Financial Services, or other B2B professional services sold in an annual agreement / ongoing relationship manner. Motivated self-starter who wants to take their career to the next level. Outstanding verbal, written, and presentation skills. Fluency in English is essential, with additional languages desirable In addition to a rewarding career, we support our GlobalData colleagues with a range of benefits across health, finances, fitness, travel, tech and more. To find out more about the roles and benefits on offer in your region, visit (url removed) GlobalData believes strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are proud to be an Equal Opportunity Employer. GlobalData is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable. To find out more and to apply to our roles please visit (url removed).

Up to £35,000 plus excellent bonus and benefits Hybrid working available Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management. Duties of the Investment Administrator to include: Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently. Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information. Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy. Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement. Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings). Requirements for the successful Investment Administrator: Prior assistant or administrative experience working within financial services, investment, or wealth management role. Knowledge of relevant regulatory frameworks. High attention to details, levels of accuracy and organisational skills This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Hybrid working available! Up to £45,000 plus EXCELLENT bonus and benefits Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. As a Client Services Executive, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service Duties of the Client Services Executive to include: Building Lasting Relationships : Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed. Streamlining Processes : Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes. Administrative Expertise : Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability. Collaborative Support : Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. Manage the client lifecycle administration process. Ensure that all processes are in adherence with the RIM Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes. Maintaining client records and internal CRM systems What we need from you as a Client Service Executive: Previous experience working within Investment or Wealth Management services highly advantageous Client Facing experience within financial services is required. Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. What's in it for you: Thriving Environment : Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success. Meaningful Client Impact : As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships! Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. As experts on a wide number of issues, our Quality Review & Support team (QRST) within the Audit Quality Department (AQD) provides support to our client-facing specialists in audit/assurance. From performing independent quality reviews on a selection of our listed and PIE audits, to being on-hand to help with complex enquiries, QRST is tasked with helping our team meet their reporting requirements and consistently deliver high quality audits. As part of this supportive and knowledgeable team, you'll have a chance to use and develop your technical skills and experience, find solutions to complex audit technical matters and contribute daily to the firm's commitment to deliver high quality output. Learn on the job. Lead and manage projects. Build a network of experienced specialists. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. We're looking for a Senior Manager with Financial Services experience to work within its Quality Review & Support team . The individual will help our teams deliver high quality audits by performing targeted reviews on our public interest entities (PIEs), challenging audits throughout the audit cycle, providing coaching and support to promote consistent high quality audits. You'll also: Perform in-flight reviews of audits at every stage from planning through to completion and reporting, identifying ways to improve audit quality Determine areas of focus for reviews, liaising with the QRST Director to agree approach Proactively discuss audit quality matters with teams and help develop strategies to deliver high audit quality audits Challenge the execution of audit procedures and documentation of audit work performed Support and coach teams to implement identified improvements in audit quality Identify issues and matters where firm-wide action may be required, in conjunction with the Director of the QRST Contribute to the development of training and guidance on performing high quality audits Provide clear and practical solutions to ad hoc audit quality queries Get the opportunity to contribute to the wider audit quality agenda by getting involved in a variety of audit quality initiatives lead by the wider Audit Quality Improvement team You'll be someone with: A Keen interest in Audit Quality Excellent practical and technical auditing experience particularly on more complex audits Good working knowledge of IFRS Ability and willingness to assertively challenge and influence more senior individuals and peers Ability to think innovatively and creatively to identify ways to improve audit quality Attention to detail Strong written and oral communication skills Effective project management Desirable: Experience of performing audit quality reviews (pre or post audit opinion) Desirable: IFRS9 or IFRS17 expertise You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task ati hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. As experts on a wide number of issues, our Quality Review & Support team (QRST) within the Audit Quality Department (AQD) provides support to our client-facing specialists in audit/assurance. From performing independent quality reviews on a selection of our listed and PIE audits, to being on-hand to help with complex enquiries, QRST is tasked with helping our team meet their reporting requirements and consistently deliver high quality audits. As part of this supportive and knowledgeable team, you'll have a chance to use and develop your technical skills and experience, find solutions to complex audit technical matters and contribute daily to the firm's commitment to deliver high quality output. Learn on the job. Lead and manage projects. Build a network of experienced specialists. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. We're looking for a Senior Manager with Financial Services experience to work within its Quality Review & Support team . The individual will help our teams deliver high quality audits by performing targeted reviews on our public interest entities (PIEs), challenging audits throughout the audit cycle, providing coaching and support to promote consistent high quality audits. You'll also: Perform in-flight reviews of audits at every stage from planning through to completion and reporting, identifying ways to improve audit quality Determine areas of focus for reviews, liaising with the QRST Director to agree approach Proactively discuss audit quality matters with teams and help develop strategies to deliver high audit quality audits Challenge the execution of audit procedures and documentation of audit work performed Support and coach teams to implement identified improvements in audit quality Identify issues and matters where firm-wide action may be required, in conjunction with the Director of the QRST Contribute to the development of training and guidance on performing high quality audits Provide clear and practical solutions to ad hoc audit quality queries Get the opportunity to contribute to the wider audit quality agenda by getting involved in a variety of audit quality initiatives lead by the wider Audit Quality Improvement team You'll be someone with: A Keen interest in Audit Quality Excellent practical and technical auditing experience particularly on more complex audits Good working knowledge of IFRS Ability and willingness to assertively challenge and influence more senior individuals and peers Ability to think innovatively and creatively to identify ways to improve audit quality Attention to detail Strong written and oral communication skills Effective project management Desirable: Experience of performing audit quality reviews (pre or post audit opinion) Desirable: IFRS9 or IFRS17 expertise You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task ati hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our Investment Risk team, we are looking for a: Investment Risk Data Analyst You will join a global business of more than 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Global Chief Risk Officer and support the Risk function by managing and analyzing data across platforms such as Bloomberg PORT and MARS, while ensuring data quality, developing risk analytics, and enhancing automation in risk management. The role can be based in Geneva, London or Luxembourg. YOUR ROLE Engagement with LOIM Investment Risk Managers and other primary stakeholders to design, develop and implement clear analytical solutions across all asset classes Take ownership of risk and performance dashboards and underlying data sourcing processes Help drive the migration of existing processes to automated processes and platforms in line with the team vision to increasingly leverage Artificial Intelligence. Management of existing data sets, ensuring the analytics tools are correctly sourcing data from data sources external to the immediate team Maintaining risk calculations and process feeds to external calculators Respond and prioritize ad-hoc requests for information as they arise Challenge existing processes and data feeds with the wider LOIM-IT and data community YOUR PROFILE You hold a Degree in Mathematics, Data Science, Finance or Statistics, You have experience in data analysis of large-scale, distributed data sets, in process automation You are interested in the financial industry and have domain knowledge of investment and securities and/or Artificial Intelligence applications. Understanding of risk management concepts including VaR, stress testing, and scenario analysis. You have the ability to challenge and provide supportive criticism You are familiar with BI tools (ie Tableau), process workflow automation tools (ie Alteryx), programming languages (Python). You have strong analytical and data manipulation skills and excellent statistical modelling skills Autonomous and self-motivated, you pay strong attention to detail. Flexible and results-oriented, with excellent problem-solving skills. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.