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Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We’ll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients’ affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they’re experts in following through on top-level instructions and resolving the finer details – all in one straight-forward package. When you join them, you’ll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We’ll help you succeed Our clients 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 clients and building long-lasting relationships. You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO’s Partners to enable us to serve our clients effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview As a Director, you will be managing a portfolio and be responsible for the timely completion and quality delivery of engagements. You will support the Partners with project work, build excellent relationships, initiate, and deliver marketing and business development projects and work with the senior members of the London Valuation Team in developing the business. You'll be someone with: • Significant valuation experience at a sufficiently senior level gained in another professional services firm., • Proficiency in a number of valuation techniques including: discounted cash flow, multiples analysis, options and other derivatives pricing, intangible asset and tax valuation approaches., • Proven people leadership skills and commitment to developing teams., • Strong commercial acumen and ability to understand the internal and external drivers of value for a given asset. 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 everyone the opportunity to work in ways that suit them, their teams, and the task in 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. We can provide the best support for our clients and people when we’re working side by side. 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 our clients 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 them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach 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. #LI-RW1 #TJ-RW1

Company Description An exciting opportunity has arisen for a sophisticated analyst at a leading UK renewable energy firm. The company has a portfolio of over 250MW of solar projects, with a target to significantly increase deployment into renewable energy capacity in the next 5 years. Role Description Financial Modelling & Valuation: • Build, manage and enhance complex financial models for renewable energy projects, portfolios and company acquisitions, • Conduct scenario analysis, stress testing, and portfolio-level financial performance modelling, • Help prepare valuation reports, return projections, and investment analytics for senior management and committees Investment Analysis: • Support finance team by analysing capital structures, funding requirements, and project cash flows, • Perform detailed debt sizing, sculpting, refinancing and covenant analysis, • Perform quantitative due diligence, including sensitivity, break-even, and risk modelling, • Support investment decision-making with data-driven insights Deal Support & Reporting: • Assist in preparing investment memoranda with a focus on the quantitative and financial sections, • Collaborate with internal teams on portfolio tracking and reporting Sector Exposure & Market Research: • Conduct market research and benchmarking to inform modelling assumptions, • Track trends in infrastructure sectors, regulatory changes, and financing structures that impact investment metrics Qualifications Essential: • Bachelor’s degree in Finance, Economics, Accounting, Engineering, or a quantitatively strong discipline, • Advanced Excel modelling skills, including VBA, • Strong grasp of cash flow modelling and leverage structures, • Attention to detail and ability to validate and stress-test complex models, • Excellent analytical and problem-solving skills Desirable: • Professional experience in renewable energy investment, infrastructure investment, private equity or structured finance, • Familiarity with Power BI, Bloomberg, or other financial/data visualization tools, • Professional finance qualifications (e.g., CFA, ACA, ACCA) a plus What we offer: • Exposure to complex financial modelling across renewable energy investments, • Hands-on experience influencing real investment decisions, • Competitive salary and performance-based bonus, • Generous pension scheme, • Death in service benefit and private health insurance, • Opportunities for professional development and career progression

The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. \n Review clients' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. \n Work with other departments to provide best client outcomes through developing new resources and providing training. \n Work on ad hoc projects to improve the efficiency of PCA Group \n Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice \n \n Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable \n Very strong understanding of Financial Planning principles and client suitability \n~ Why Fisher Investments Europe: \n \n It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: \n28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays \n~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees \n Gym subsidy of up to £50 per month \n~ Employee Assistance Program and other emotional wellbeing services \n~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events \n~ This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. \n \n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm. \n \n Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: \n Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown advice \n Inheritance tax and Estate Planning, including of trust planning \n Tax-efficient cash flow strategies using cash-flow analyses \n Optimise Investments – Reviewing suitability of investment wrappers and optimising tax efficiency \n~ Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role \n\n University graduate or equivalent combination of education and a competent level of client facing experience \n Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning \n You are engaging and can connect with a wide array of audiences by phone and email \n Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation \n Why Fisher Investments Europe: \n \n It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: \n28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays \n~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees \n Gym subsidy of up to £50 per month \n~ Employee Assistance Program and other emotional wellbeing services \n~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events \n~ This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. \n \n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm. \n \n Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: \n Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown advice \n Inheritance tax and Estate Planning, including of trust planning \n Tax-efficient cash flow strategies using cash-flow analyses \n Optimise Investments – Reviewing suitability of investment wrappers and optimising tax efficiency \n~ Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role \n\n University graduate or equivalent combination of education and a competent level of client facing experience \n Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning \n You are engaging and can connect with a wide array of audiences by phone and email \n Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation \n Why Fisher Investments Europe: \n \n It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: \n28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays \n~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees \n Gym subsidy of up to £50 per month \n~ Employee Assistance Program and other emotional wellbeing services \n~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events \n~ This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. \n \n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm. \n \n Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: \n Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown advice \n Inheritance tax and Estate Planning, including of trust planning \n Tax-efficient cash flow strategies using cash-flow analyses \n Optimise Investments – Reviewing suitability of investment wrappers and optimising tax efficiency \n~ Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role \n\n University graduate or equivalent combination of education and a competent level of client facing experience \n Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning \n You are engaging and can connect with a wide array of audiences by phone and email \n Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation \n Why Fisher Investments Europe: \n \n It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: \n28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays \n~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees \n Gym subsidy of up to £50 per month \n~ Employee Assistance Program and other emotional wellbeing services \n~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events \n~ This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. \n \n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. \n Review clients' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. \n Work with other departments to provide best client outcomes through developing new resources and providing training. \n Work on ad hoc projects to improve the efficiency of PCA Group \n Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice \n \n Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable \n Very strong understanding of Financial Planning principles and client suitability \n~ Why Fisher Investments Europe: \n \n It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: \n28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays \n~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees \n Gym subsidy of up to £50 per month \n~ Employee Assistance Program and other emotional wellbeing services \n~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events \n~ This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. \n \n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm. The Day-to-Day: • Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:, • Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown advice, • Inheritance tax and Estate Planning, including of trust planning, • Tax-efficient cash flow strategies using cash-flow analyses, • Optimise Investments – Reviewing suitability of investment wrappers and optimising tax efficiency, • University graduate or equivalent combination of education and a competent level of client facing experience, • Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning, • Level 6/Chartered status would be attractive but not essential, • Genuine desire to provide a high standard of advice and service to clients, • Manage complexity and coordinate across several departments under strict timelines, • You are engaging and can connect with a wide array of audiences by phone and email, • Exceptional organisational skills, effective diary management and adhering to deadlines The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians. It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents, • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays, • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees, • $10,000* fertility, hormonal health and family-forming benefit, • A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions, • Gym subsidy of up to £50 per month, • Employee Assistance Program and other emotional wellbeing services, • A collaborative working environment that practises ongoing training, educational support and employee appreciation events FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. \n Review clients' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. \n Work with other departments to provide best client outcomes through developing new resources and providing training. \n Work on ad hoc projects to improve the efficiency of PCA Group \n Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice \n \n Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable \n Very strong understanding of Financial Planning principles and client suitability \n~ Why Fisher Investments Europe: \n \n It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: \n28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays \n~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees \n Gym subsidy of up to £50 per month \n~ Employee Assistance Program and other emotional wellbeing services \n~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events \n~ This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. \n \n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. \n Review clients' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. \n Work with other departments to provide best client outcomes through developing new resources and providing training. \n Work on ad hoc projects to improve the efficiency of PCA Group \n Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice \n \n Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable \n Very strong understanding of Financial Planning principles and client suitability \n~ Why Fisher Investments Europe: \n \n It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: \n28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays \n~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees \n Gym subsidy of up to £50 per month \n~ Employee Assistance Program and other emotional wellbeing services \n~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events \n~ This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. \n \n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm. \n \n Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: \n Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown advice \n Inheritance tax and Estate Planning, including of trust planning \n Tax-efficient cash flow strategies using cash-flow analyses \n Optimise Investments – Reviewing suitability of investment wrappers and optimising tax efficiency \n~ Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role \n\n University graduate or equivalent combination of education and a competent level of client facing experience \n Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning \n You are engaging and can connect with a wide array of audiences by phone and email \n Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation \n Why Fisher Investments Europe: \n \n It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: \n28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays \n~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees \n Gym subsidy of up to £50 per month \n~ Employee Assistance Program and other emotional wellbeing services \n~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events \n~ This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. \n \n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. \n Review clients' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. \n Work with other departments to provide best client outcomes through developing new resources and providing training. \n Work on ad hoc projects to improve the efficiency of PCA Group \n Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice \n \n Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable \n Very strong understanding of Financial Planning principles and client suitability \n~ Why Fisher Investments Europe: \n \n It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: \n28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays \n~ Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees \n Gym subsidy of up to £50 per month \n~ Employee Assistance Program and other emotional wellbeing services \n~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events \n~ This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. \n \n FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

THE OPPORTUNITY: Lead RevOps Strategist & Platform Specialist, Data Center (remote role UK or Spain) Job Summary: Iron Mountain is seeking a highly experienced, proactive, and strategic Lead RevOps Strategist & Platform Specialist to join our IMDC Global Services team in the UK or Spain (remote role). The Lead RevOps Strategist & Platform Specialist will serve as the pivotal link between our business strategy and the technical execution of our end-to-end Revenue Operations (RevOps) platform. This role is far more than a traditional Business Analyst (BA); it is a "super BA" responsible for the functional design and continuous, strategic evolution of our Salesforce-based RevOps ecosystem, spanning Lead-to-Cash. This role operates under the direction of the Platform Architect and requires a proactive leader who can strategically identify, design, and implement process, automation, and AI solutions to significantly reduce manual input and errors across the organization. The ideal candidate will leverage their deep expertise in business process optimization and the Salesforce platform within the context of complex financial and commercial operations, ideally within the data center or REIT industry. What You'll Do (Responsibilities) In this role, you will: • Architect Partnership & Strategic Translation: Work directly with the Platform Architect to translate the long-term platform strategy and technical roadmap into detailed, actionable functional requirements and user stories. Serve as the chief translator between holistic business needs across Sales, Finance, and Operations and platform capabilities, particularly for the interdependencies of the Lead-to-Cash process., • Process Optimization & Automation: Proactively identify inefficiencies, bottlenecks, and high-manual-input areas within current business processes. Design and champion future-state processes that leverage automation and AI to significantly reduce manual input and errors, driving efficiency, data integrity, and compliance across the organization., • Lead-to-Cash Expertise & Conga Specialization: Deeply understand, manage, and optimize the automation across the full revenue cycle, including Account & Contact Management, Opportunity Funnel, Quoting & Contracting, and ultimately Billing & Revenue. Become the primary functional expert for the Conga Quote-to-Cash suite (CPQ, CLM, Revenue, and Billing), designing and implementing complex pricing rules, contract automation workflows, and billing schedules within the Conga and Salesforce framework., • Requirements & Data Governance Ownership: Own the full requirements lifecycle, ensuring functional specifications align with the technical design and organizational objectives. Establish and enforce data governance policies and procedures to ensure the accuracy and reliability of all RevOps data for reporting and financial purposes. What You'll Bring (Skills & Qualifications): The ideal candidate will have: • Experience: 5+ years of experience in a senior Business Analyst, Solutions Specialist, or equivalent RevOps role, with a strong focus on Salesforce implementations., • Salesforce Expertise: Proven proficiency in Salesforce Sales Cloud, Service Cloud, or Platform, including advanced knowledge of declarative automation tools (Flow, Process Builder, and Workflow Rules). Salesforce Administrator Certification is required; Platform App Builder or Sales Cloud Consultant certifications are highly desired., • RevOps/CPQ Expertise: Hands-on, demonstrable experience with an enterprise Quote-to-Cash solution. Specific experience with the Conga suite (CPQ, CLM, and Revenue/Billing) is a significant advantage., • Industry Acumen: Experience or strong foundational understanding of data center operations, telecommunications, commercial real estate (REITs), or similar capital-intensive, recurring-revenue business models is highly preferred., • Key Soft Skills: Exceptional critical thinking and structured problem-solving skills, with the ability to define business problems and derive automation-centric solutions. Demonstrated experience working within an Agile/Scrum framework, including the ability to act as a Scrum Master or key contributor in sprint planning, backlog refinement, and delivery of platform enhancements. What We Offer (Benefits): • 100% remote role in the UK or Spain, • Competitive compensation and benefits aligned with the experience., • Comprehensive health, wellness, and retirement plans., • Opportunities for continuous learning and professional growth., • Flexible work options/alternative work options to support work-life balance. Ready to Make an Impact? If you are a proactive leader with deep expertise in Salesforce, Conga, and strategic process optimization who is ready to drive the next evolution of our Lead-to-Cash platform, we want to hear from you. Apply today to become our Lead RevOps Strategist & Platform Specialist! #LI-Remote

Key Responsibilities * Full commercial ownership of MEP packages from pre-contract through to final account * Cost planning, budgeting, and financial forecasting * Procurement strategy and subcontractor management * Monthly cost reporting, cash flow management, an

Conduct financial analysis, modelling, and reporting for a portfolio of hotels to assess performance and identify opportunities for improvement. Analyse hotel financial statements (P&L, balance sheet, and cash flow) to track key performance indicators (KPIs) and variances. Work closely with hotel op

At Airtime we are all about innovation, because this is how we stay on top. Every one of us has a hunger to succeed and will stop for nothing less than excellence. Crucially, our ethos is underpinned by a culture of teamwork and our shared humility because all that we achieve, we achieve together. Empowering We keep the experience fresh with an innovative, original approach, marked by continuous introduction of unique features and benefits. We are about fresh, adaptable and impactful change that sets new standards and differentiates from competitors. Magnetic Genuinely engaging and deeply trustworthy. We connect easily, making every experience with us naturally appealing and memorable. Even the way we transform data into engaging, personalised insights is fun and visually appealing. Uplifting Bright and optimistic, we offer a positive escape from the mundane. We bring joy to everyday life, transforming routine into moments of happiness and satisfaction. Feel good with every interaction. The Opportunity We have an exciting opportunity available in Central London to join a highly motivated and dynamic sales team. The company is the leading provider of marketing and intelligence Rewards for the telco sector for the UK general public and our retail partners. Working with companies like Aldi, Amazon, ASOS and many more this is truly an exciting opportunity for a driven individual looking to develop their sales career and potentially progress to a more senior position in the future. The SDR will help drive growth and achieve our ultimate goal of becoming the most indispensable lifestyle app internationally. The SDR will be the bridge between sales and marketing departments, you will interact with potential customers at the beginning of the sales cycle, creating interest in our products or services. Requirements • Generate marketing qualified leads via research, LinkedIn, emails, events, telephone calls that can be developed into new opportunities., • Reaching out to prospects to qualify leads and book discovery calls for our business development team., • Work closely with our Marketing Managers to support marketing campaigns and follow up all leads and interests developed from these campaigns. Create and manage relevant nurture cadences, working closely with marketing, • Navigating through a conversation flow to uncover needs, understand pains, and position Airtime as a compelling solution, clearly articulating the Airtime difference and highlighting our products’ value, • Convey summarised key findings from conversations to the rest of the Sales team to help refine sales communications., • Continuously optimise outreach approach based on results to generate even stronger response rate from prospective clients Experience required • Proven sales or lead generation experience., • Excellent communication skills both written and verbal ., • Proven ability to create and nurture sales opportunities., • Familiarity or ability to quickly learn marketing systems and tools., • Previously worked with CRM systems., • Familiarity with a target-driven environment. Employee Benefits • Share options., • 23 days annual leave, plus one for each year served (capped at 28)., • Birthday leave., • Learning & development budget / time allocation, • Flexible start & finish hours 06:30 - 10:30am, • Life assurance at 5x salary, • Health cash plan, • Virtual GP appointments for you and your family, • 24/7 helpline for physical and mental health support, counselling, and other wellbeing resources, • Private Medical Insurance, • Hybrid working between home and office, • City centre location with brand new fit out (when in the office), • Buy a holiday scheme, • Charity day, • Charity contribution, • Professional accreditation funding, • Enhanced Maternity, Paternity & Adoption leave pay

Outbound Sales Associate Location: London / Hybrid Type: Full-time The Mission: Why We Exist Entrepreneurs are the heroes of the real economy, yet they face a massive £150 billion capital shortage due to unpaid invoices. At TRIVER, we are fixing this. We are a new breed of fintech using Open Banking and AI to provide 100% automated working capital solutions. We don’t just lend money; we provide instant capital in minutes. With a rapidly expanding partner network that already includes industry giants like Xero and Funding Circle, we are on a journey to revolutionise financial services. The Opportunity We are looking for a hungry, enthusiastic Outbound Sales Associate to be the face of TRIVER. This isn't a standard cog-in-the-machine sales role. You will work directly with senior team members in a low-ego, high-bar environment. If you thrive on autonomy and want to accelerate your career by closing deals that actually help small businesses survive and thrive, this is for you. What You Will Do You will own your pipeline from research to close, acting as a strategic consultant to small businesses. • Be the Hunter: You will research, qualify, and engage prospects via phone, email, and social channels to generate high-quality opportunities., • Close the Deal: You won't just set meetings; you will manage the full lifecycle, creating opportunities and closing new business customers., • Leverage Tech: You will utilise a modern stack (HubSpot, Clay) to research leads and manage your workflow efficiently., • Strategise: Collaborate with Marketing, Partnerships, and Customer Activation to refine outbound campaigns and become an industry expert on cash flow finance. Who You Are We are looking for potential and drive over a "perfect" CV. You should apply if: • You have experience: You bring 3-4 years of experience in sales development or Account Executive roles (Fintech/Financial Services and experience outbound sales into UK based SMEs beneficial), • You are results-obsessed: You are goal-oriented, tenacious, and driven to consistently hit and exceed targets., • You are a communicator: You have fluent English (verbal & written) and possess a consultative style that builds trust quickly., • You are organised: You know how to manage a CRM (HubSpot experience is a huge plus) and prioritise tasks in a fast-paced environment., • You are entrepreneurial: You have strong business acumen and perhaps a degree in a business-related field. Why Join TRIVER? • A low ego, high bar environment., • Direct Impact: Help solve the cash flow crisis for the 5 million small businesses in the UK., • No Red Tape: Enjoy a culture of straightforward communication with absolutely no bureaucracy., • Growth Environment: We believe in unleashing talent. You will be challenged to do things you never thought possible., • Diverse Team: Join a passionate, international team of creators and innovators. Benefits • Private Medical Insurance, • 25 days holiday per year + bank holidays & your birthday off, • Company shares, • Annual learning budget Ready to join the adventure? Now is the best time to join us and make working capital financing a problem of the past.

Director / Managing Director opportunity for well networked front office advisory professionals who want to step away from deal execution and focus on new business, client origination and relationship management. The client: Global Corporate Advisor This global team of industry experts are sought after advisors for a roster of top international PE funds, investors, SWFs, FTSE 100, NASDAQ, blue-chip businesses and respected legal firms. Recognised with numerous industry awards and accolades, the team have been consistently growing market share while guiding their clients through transactions, complex corporate actions and special situations. This could include cutting edge cyber security strategies, insights and intelligence to guide c-suite management on their corporate strategy, political or commercial due diligence to make or break the investment cases of global mergers, buyouts and transactions, highly sensitive crisis situations or resolving complex litigations. The team have developed a commercial, supportive and inclusive environment where diverse perspectives are valued and recognised. They will also align your efforts with the business offering packages with commission based bonuses so you can more directly control your bonus and management incentives offering stakes in future corporate actions. The role: Director / Managing Director - New business - Private Equity & Financial Sponsor Client Coverage To support strategic growth plans there are opportunities for new business and client origination focused Directors & Managing Directors to join their New Business team, expand and manage their private equity and financial sponsor client coverage. Ideal candidates will be well networked financial advisory professionals (front office investment banking, legal, PE or consulting) who enjoy focused new business delivery, client origination and relationship management with sophisticated buyside clients. Candidates should have a breadth and depth of PE, SWF, infrastructure and equity investor relationships alongside demonstrable experience personally originating and managing relationships with deal teams through transactions. Candidates need real credibility discussing markets and the global affairs / geo-politics which are shaping deal flow, so advisory backgrounds with experience managing clients through transactions is highly valued. The team take a very collegiate approach. New hires will work with the SLT to plan commercial strategy and target different market segments and white space, before owning client relationships and managing their continued success introducing additional services, organically growing the account with projects and securing repeat business. Benefits: • Guide of 1st year cash comp of c.£170-250k including salary & commission based bonus, • Management incentive schemes, • Pension, • 25 day holiday, • Health insurance, • Life Insurance If you feel you have the suitable experience and skill to complete the role, please submit your CV for consideration. If this role is not quite right for you, but you know someone who might fit the bill, refer them to us! Not only could you help a friend find their dream job, but you could also earn £150 in Amazon vouchers if we place your referral. Premier Resourcing UK Ltd stands as a bastion for diversity and inclusion in the workplace, mirroring the multifaceted society we live in. We are dedicated to recruiting individuals from a variety of backgrounds and are staunch promoters of equal opportunities in the Marketing and PR sectors.

Summary We are seeking a dynamic leader with proven expertise in managing teams and driving successful change initiatives. The ideal candidate will excel in conflict resolution, stakeholder engagement, and governance, ensuring clear roles and accountability throughout projects. Strong skills in risk and issue management, consolidated planning, and change control are essential, alongside the ability to manage budgets and maintain cost control. This role requires strategic leadership to inspire teams, deliver quality outcomes, and implement robust review processes that support continuous improvement. Commercial Strategy & Leadership • Set and oversee commercial strategy for projects, frameworks, or regions., • Ensure profitability, margin protection, and commercial governance., • Lead commercial planning from tender to final account., • Support business development with commercial input into bids, pricing strategy, and client negotiations. Contract Management & Governance • Act as the organisation’s authority on contract conditions (JCT, NEC, FIDIC, bespoke)., • Oversee contract compliance, notices, change control, and dispute avoidance., • Manage high value or high risk claims, adjudications, or negotiations., • Establish commercial procedures and ensure consistent application across teams. Financial Management & Reporting • Own the P&L performance for projects, portfolios, or business units., • Approve and challenge cost forecasts, CVRs, cash flow reports, and risk registers., • Oversee revenue recognition, accruals, and commercial audit compliance., • Provide monthly commercial commentary to senior leadership. Risk, Opportunity & Change Management • Lead strategic risk workshops and implement risk mitigation plans., • Drive identification and conversion of opportunities (value engineering, commercial leverage, alternative procurement solutions)., • Ensure robust change management, valuation, and evidence capture processes., • Make commercial decisions balancing risk, value, and client relationship. Supply Chain Strategy & Procurement • Oversee procurement strategies, supply chain selection, and performance management., • Negotiate major contracts, framework agreements, and commercial terms., • Resolve escalated subcontract disputes and performance issues., • Develop long-term supply chain partnerships and cost efficiencies. Client & Stakeholder Management • Act as senior commercial interface with clients, consultants, and partners., • Lead commercial meetings, dispute resolution discussions, and negotiations., • Influence client expectations around change, cost, contractual obligations, and programme impacts., • Support key account management strategies. Team Leadership & Development • Lead and mentor a team of SQS, QS, AQS, and Commercial Administrators., • Oversee resource planning, staff development, and commercial capability building., • Support succession planning and recruitment within the commercial function., • Uphold professional standards and promote a commercially aware culture. Requirements • Degree in Quantity Surveying, Construction Management, Engineering, or related field., • Professional accreditations (e.g., MRICS, MCIOB)., • Extensive knowledge of UK contract frameworks., • Typically 10+ years in construction commercial roles, with a minimum of 5–7 years in senior or managerial positions., • Led commercial teams on multi‑million‑pound projects., • Expertise in financial reporting., • Proficiency in procurement, sub‑contractor management, and negotiation. Diversity & Inclusion We advocate for difference and champion diversity to foster an inclusive environment that allows our people to bring their true selves to their work every day and enable our people to thrive by promoting health and preventing harm. Keltbray welcomes everyone who shares our values, regardless of their age, belief, disability, ethnicity, gender identity, maternity status, marital status, pregnancy, religion, sex or sexual orientation.

PCCW Global is a leading telecommunications provider, offering the latest voice and data solutions to multi-national enterprises and communication service providers. Our truly global coverage combined with local, on the ground knowledge has helped us build best in class connections across the globe linking Asia-Pacific, Europe, the Americas, the Middle East and Africa. About Console Connect by PCCW Global Console Connect by PCCW Global is a platform for the Software Defined Interconnection® of applications and infrastructures. It allows users to self-provision private, high-performance connections among a global ecosystem of enterprises, networks, clouds, SaaS providers, IoT providers and applications providers. Console Connect is the only digital platform that is underpinned by one of the world’s largest private networks and a Tier 1 global IP network that is ranked in the top 10 for IPv4 and IPv6 peering, delivering higher levels of network performance, speed, and security to meet the digital needs of today’s interconnected users and communities. Responsibilities • Manage Key Wholesale Clients based in UK & Ireland, • Foster strong relationship with existing customers, • Previous wholesale telecoms experience a must, • Drive revenue growth and cash flow through selling both PCCW Global and Console connect where appropriate, • Identify new business opportunities and develop targeted sales pitches., • Maintains accurate records of sales forecasts and internal documentation, • Coordinates and follow-up of sales related internal processes and procedures to ensure they are completed on time, • Relationship management, • Ability to gain access to senior decision makers in order to develop revenue generating relationships Requirements (Skills & Experience): • Hunter Sales/Partnership Closer, identifying opportunities to enable business growth in region, • At least 5 years track record of achieving sales target in telecoms/technology segment, • Consistent history of over-achievement of quarterly / annual sales quotas, • Understanding of today’s digital carrier world – Fully Automated Global Network., • Passionate about delivering excellence and continual improvement in a fast-paced, agile global business, • Strong customer focus, • Strong verbal communication skills, able to communicate with people at all levels, • Fluent written and spoken English, • Highly energetic, self-motivated and driven

Manager, Commercial Advisory and Assurance (Major Projects Advisory) Base Location: London, Manchester and Birmingham. Plus network of 20 offices nationally: ___ The KPMG Major Projects Advisory Team sits within Infrastructure Advisory Group and is part of our Deal Advisory function. Deal Advisory partners with clients to give them the confidence they need to make key decisions for their businesses. The team support clients to look across their business, and outside it, at where they can add value – and that could mean strategy, integration, separation, value creation or mergers and acquisitions. Why join KPMG in Major Projects Advisory - Infrastructure Advisory Group? KPMG’s Infrastructure Advisory Group (IAG) is widely recognised as one of the world’s leading independent strategic advisors in the infrastructure sector. We provide in-depth advice on the strategic, economic, financial and commercial issues driving infrastructure projects spanning the transport, power and utilities, social infrastructure and central government departments and private sector bodies sectors in the UK and internationally. There is no one-size fits all in MPA; we’re as diverse as the world around us and our people are our most important asset. What will you be doing? We focus on providing clarity to Boards, Executives and SRO’s at major public and private sector organisations, on the delivery of their projects and programmes. We work on some of the UK’s most strategically important programmes, and across all infrastructure sectors including natural resources, energy, power and utilities, transport, corporates, oil and gas, defence, health, housing and education. Our diverse team comprises of specialists with deep construction industry experience, from working for project owners, contractors, engineering consultants and others in the UK and overseas. On the back of continuing growth, we’re once again investing in our team and boosting our numbers, which means you’ll be joining one of the fastest growing areas of the firm at a time of real significance. What will you need to do it? You will have a background in and experience of construction or infrastructure projects. You may have experience in a field such as accounting, audit, commercial management & quantity surveying, project controls, civil, mechanical or electrical engineering, or you may have held a specialist assurance role within a client or in a public sector organisation. You may have been based on site, or in an advisory role. The role requires experience with the following attributes: • A good understanding of the factors which drive costs on construction projects, • A good understanding of issues which impact project performance, • Client or senior stakeholder-facing experience, • Experience in writing and reviewing parts of assurance documents such as briefing notes and recommendations, • Experience working in highly political and confidential environments, • Experience of managing the work of junior colleagues, • An ability to assess new situations and data quickly to provide a basis for developing an understanding of causal factors Skills we’d love to see/Amazing Extras: • Project management, • Budget management, • Cash flow forecasting, • Project controls, • Earned value management, • Estimating, • Risk management, • Programme management, • Procurement strategy, • Resource management, • Claims, disputes and dispute avoidance, • Governance and control of projects, • Hold or working towards a relevant professional qualification, such as CIMA, MRICS, MICE, ChPP, MAPM, CIOB, etc. In addition to the technical requirements of the role we also expect the right candidate to: • Be a self-starter, who builds a rapport with new team members quickly, • Be confident and articulate with senior clients and stakeholders, • Be committed to learning for a lifetime, • Provide clear and concise advice to clients and manage client relationships, • Assist with business development and supporting delivery of the MPA growth strategy To discuss this or wider Deal Advisory roles with our recruitment team, all you need to do is apply, create a profile, upload your CV and begin to make your mark with KPMG. Our Locations: We are open to talk to major projects advisory talent across the country but our core hubs for this role are: • London Canary Wharf, • Manchester Find out more: Within Deal Advisory we have a range of divisions and specialisms. Click the links to find out more below: • Deal Advisory at KPMG: ___, • ESG at KPMG: ___, • About our firm: ___, • KPMG Culture. Being Inclusive: ___, • Applying to KPMG: ___

Solutions Architect / Solutions Engineer Location: Hybrid - London . Department: Sales About Tightly Tightly is about empowering omnichannel brands to master their inventory—and their cash flow. We are the Inventory Planning & Purchasing Intelligence Platform built for the complexity of modern commerce. With a culture that is all-in on impact, innovation, and customer obsession, Tightly is the sweet spot for building big, moving fast, and taking supply chain technology—and your career—to the next level. About the Job We are looking for a Solutions Engineer who combines technical aptitude with exceptional people skills. In this role, you will be the technical engine behind our sales process. You don't need to come in as a retail expert—we will teach you the intricacies of the supply chain. What we need from you is the technical intuition to navigate data challenges and the confidence to guide customers through critical Pilots and Proofs of Concept (PoCs). Tightly sits as the intelligence layer on top of a merchant's ERP and sales channels. Your job is to ensure that the data translation is flawless. You will work with prospective customers to validate their inputs, using your technical toolkit (SQL, Python, AI) to troubleshoot anomalies and ensure that the purchasing plans Tightly generates are based on accurate, clean signals. IN THIS ROLE YOU WILL GET TO: • Lead Technical Pilots & PoCs: Own the most critical phase of the sales cycle. You will guide the prospect through the data ingestion process, ensuring the Tightly platform accurately models their business logic before the deal is closed., • Bridge the Data Gap: While our platform handles the heavy lifting, you will use your technical skills (SQL, Python) to troubleshoot edge cases. If a customer's data format doesn't match the system of record, you find the fix to unblock the deal., • Be a "Force Multiplier" with AI: We believe in efficiency. You will use modern tools like Claude and Gemini to write quick scripts, debug data errors, or analyze file structures, allowing you to move faster than a traditional engineer., • Build Confidence in the Plan: You will be the face of technical reliability. You will explain to stakeholders how Tightly interprets their historical data to create a reliable forecast, giving them the confidence to trust our recommendations., • Master the Domain: We will teach you retail. You will learn how global brands decide what to buy, how they manage capital efficiency, and how to model purchasing constraints. ON DAY ONE WE WILL EXPECT YOU TO HAVE: • Technical Fluency (SQL & Python): You aren't building the product, but you know how to interrogate data. If a customer's export is messy, you can write a quick script or query to diagnose the issue and fix it rather than waiting for Engineering., • Problem-Solving Agility: You love solving puzzles. When a Pilot data set looks "off," you have the curiosity to dig in, find the discrepancy, and resolve it using the tools at your disposal., • Pilot / PoC Management: You have run technical evaluations before. You know how to manage expectations, keep a timeline on track, and drive a technical win., • Customer-Facing Comfort: You are comfortable presenting on Zoom, managing a room, and translating technical data concepts into business value for non-technical humans., • AI Literacy: You are comfortable using LLMs to speed up your own workflows, whether that's formatting data or drafting technical responses. WHAT WE WILL TEACH YOU: • The Science of Inventory Planning: We don't expect you to know "Open-to-Buy" formulas or supply chain constraints on Day 1. We will train you on the business logic of how modern retailers spend their money. ABOUT OUR TEAM: Our Solution Engineers are customer obsessed. We believe in the value we can add and stay honest about it. We love to learn, are open to giving and receiving feedback, and are passionate about making our clients successful. Our team works to ensure that the intelligence we provide is accessible, usable, and mathematically sound. Every Tightly employee is expected to follow the company’s confidentiality and security standards for handling sensitive merchant data. Tightly is growing fast, and we’re scaling our team to help enable and accelerate our growth. We are looking for people who share our values, challenge ordinary thinking, and push the pace of innovation while building a future for themselves and Tightly.

Key responsibilities include: * Assisting with the procurement and management of subcontract packages * Cost reporting, forecasting, and cash flow management * Valuations, variations, and change control * Subcontractor account administration * Supporting the Senior Quantity Surveyor /

The Role As Quantity Surveyor, you will work closely with project teams to manage budgets, control costs, and ensure commercial compliance across building and fit-out projects. Key responsibilities include: * Preparing and managing budgets, cost plans, and cash flow forecasts * Me

This role sits at the heart of revenue, billing and cash collection, working closely with commercial and technical stakeholders to ensure accurate billing, strong cash flow and robust revenue reporting across a complex, multi-currency portfolio. Revenue recognition, balance sheet and P&L reconciliat

ResponsibilitiesConduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview and formulate plans for clients xjlbheb with highly specialised situationsR&

Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation \n Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable \n W

Stride Recruitment are urgently recruiting a Quantity Surveyor to manage financial forecasts, cost/value reports, manage subcontractor payments and maximize cash flow for our main contractor clients mixed use development project in Hammersmith, London. Mentor junior quantity surveying staff. Academi

Build and maintain three-statement financial models (P&L, balance sheet, and cash flow). Collaborate closely with the accounting team to align forecasts with financial close, accruals, and reconciliations. Our client is looking for an immediate, temporary, Finance Analyst to assist them for 3 months

The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: * Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation * Review and formulate plans for clients with highly specialised situations * Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable * Create and lead training for other groups within the firm as needed * Work on ad hoc projects to improve the efficiency of PCA Group * Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: * A University degree or equivalent combination of education/experience * Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable * 3+ years financial services experience required * Experience working with accuracy and ability to organise/time-manage * Quantitative in nature * Ability to work under pressure and in a dynamic team environment * Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles * Exceptional understanding of client suitability * It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians. It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents, • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays, • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees, • $10,000* fertility, hormonal health and family-forming benefit, • A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions, • Gym subsidy of up to £50 per month, • Employee Assistance Program and other emotional wellbeing services FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

A leading recruitment firm in London is seeking a Qualified Accountant for the Business Finance Manager position. This role involves overseeing Accounts Payable/Accounts Receivable functions and ensuring accurate cash flow reporting.

A prestigious drinks-based business in central London seeks an experienced Credit Controller to maximize cash generation and minimize aged debt.You will evaluate creditworthiness, monitor customer limits, and chase outstanding invoices while maintaining essential relationships.Strong communication s

A dynamic technology company seeks a Chief Financial Officer to join their London HQ.This role offers a unique opportunity to lead financial operations, including budget preparation, cash flow updates, and financial insights.Ideal for candidates with an accounting background and significant experien

This role involves managing cash strategy, supporting cash management across UK and Europe, and leading a small team. A leading rail travel company is seeking a Senior Treasury Manager in London. Key responsibilities include analyzing cash flow, preparing monthly reports, and maintaining banking rel

A leading healthcare organization is seeking a finance professional to support its financial services operations.You will manage cash flows and balance bank statements while liaising with banking partners for accuracy and efficiency.The ideal candidate will have finance experience and strong communi

They are looking for a Analyst to join their Private Credit team in London to cover the Nordic region. Leveraged Finance/ Debt Advisory/ Restructuring/ M&A/ Private Credit. Conduct financial analysis, cash flow modelling, and credit risk assessment.

Understands inventory management, forecasting, cash flow, and supply‑chain cost control. Industries: Transportation, Logistics, Supply Chain and Storage. Manage and optimize the entire supply chain – from inventory planning to dispatch.

A progressive financial services firm in London is looking for a Bookkeeper to manage financial records and cash flow.

Direct message the job poster from Wise May Ltd. Wise May is recruiting for a Credit Control Technician with London Market insurance experience to join a global insurance and reinsurance provider, to assist with the collection and reconciliation of premiums, maximise cash flow and minimise bad debt.

A leading reinsurance firm in the City of London is seeking a qualified actuary to enhance their Asset Liability Management (ALM) team.This role involves leading cash flow analysis, supporting capital planning, and enhancing ALM models using tools like Prophet and Python.Ideal candidates will have a

The role involves managing daily cash flow, ensuring liquidity, and providing insightful analysis to inform decision-making.

A well-established litigation practice in the City of London is seeking an experienced Legal Finance Manager to manage the Finance function of the firm.

A financial services company based in London is seeking a Chief Financial Officer.This role involves preparing annual budgets, managing cash flow, and reviewing loans to ensure financial health.Ideal candidates have an accounting background, preferably with experience from a Big Four firm, and hold

A leading banking institution in London is seeking a skilled professional for a debt advisory role. You will build detailed cash flow models, assist in preparing key documentation for lenders, and collaborate with various teams. Join us in empowering people in business and life.

A leading SaaS company in the City of London is seeking a Financial Controller to drive financial management and operational excellence. This role involves ensuring accurate financial reporting, overseeing cash flow, and leading a finance team.

As Bookkeeper, you will be responsible for maintaining accurate financial records, supporting cash flow management, assisting with month-end processes, and ensuring compliance with relevant accounting standards.

A reputable recruitment agency is seeking a Treasury Manager to manage cash flow and liquidity for a well-established organisation in the Housing sector.

A leading SaaS company in the City of London is looking for a Financial Controller to drive financial management and operational excellence. Responsibilities include ensuring financial reporting accuracy, overseeing cash flow management, and leading a finance team.