Financial investment jobs in United Kingdom

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. The opportunity: In Assurance at EY, we empower you to thrive in a dynamic and inclusive environment. As a key player in our assurance practice, you'll engage with diverse clients, providing critical insights that drive their success. We offer a wealth of career opportunities, from hands-on experience with cutting-edge technologies to tailored professional development programs. Our culture fosters collaboration, innovation, and a commitment to excellence, ensuring that every team member feels valued and inspired to reach their full potential. Discover your future with us and be part of a team that makes a difference! As an eDiscovery Senior in our Forensic Technology & Discovery Services team, you will work on a variety of client engagements with colleagues across the team collecting, processing, analysing, and producing large volumes of data from multiple sources. Alongside colleagues, you will use industry standard forensic tools along with innovative internally developed software and analytics packages. Overview of our practice: Within our global Forensics practice, we have a Forensic Technology & Discovery Services team (FTDS) that is a data-focused unit helping support our clients when dealing with the complex issues of fraud, regulatory compliance, and business disputes. Our FTDS team has a speciality eDiscovery team that operates across the full data investigation lifecycle (identification, preservation, collection, processing, analysis, review, production, reporting, and data disposition). Our engagements typically require working with international teams on large, and often disparate, volumes of electronically stored structured and unstructured data, and the application of advanced analytics techniques. We work with clients across a range of sectors, and specialising in financial services (retail banking, corporate banking, investment banking and insurance), supporting investigations, disputes, and proactive risk detection. We often work in multi-party teams collaborating with our clients, their legal counsel, and other specialists, using our expertise, experience, and advanced technology to deliver data insights in time-pressured situations. We lead on traditional eDiscovery use cases, and our team also works on adjacent use cases, such as digital forensics, cyber incident response, information governance, and data privacy matters amongst other related matters. Your key responsibilities: • Take a central role in the provision of end-to-end support and services on eDiscovery engagements, performing tasks across the whole project lifecycle including identification, preservation, analysis, and productions., • Use a range of industry standard software and services to support client requirements. such as EnCase, FTK, Nuix, Relativity, Reveal, Cellebrite, Magnet Axiom, Magnet Verakey and SQL., • Provide direct engagement support to clients, including but not limited to user access, workstream setup, analytics, and custom object creation within various platforms., • Work closely with project management to ensure critical deadlines are met and engagement quality is at a high standard., • Use problem-solving approaches to overcome unexpected issues, both technical and operational., • Seek new ways to use existing and emerging technologies to solve client problems, e.g., our teams advise, build, and use artificial intelligence (AI) and machine learning (ML) to assist our clients, and we are now using generative AI (GenAI) as well to reshape the data investigation process., • Build and maintain relationships with clients to develop and enhance their workflows creating synergy between teams., • Support the training and development of junior staff on eDiscovery engagements, including overseeing their work on across all areas of the project lifecycle., • Contribute to the ongoing development of internal procedures and methodologies including the automation of processes. Skills and attributes for success: You will build your career by demonstrating a flexible working style, initiative, teaming, and the ability to learn quickly in a dynamic, and at times, highly reactive environment, focusing on the production of high-quality outputs and supporting the delivery on client requirements to often tight deadlines. To qualify for the role you must have: • Professional experience in eDiscovery, digital forensics, cyber incident response, information governance, and/or data privacy, or an educational background in a related field (e.g., computer science, computer forensics, software engineering, project management, law, etc.)., • Proven experience with industry-standard forensic applications and tools such as EnCase, FTK, Nuix, Relativity, Reveal, Cellebrite, Magnet Axiom and Magnet Verakey., • Experience with databases, particularly SQL programming and design of relational databases., • Exposure to programming, e.g., industry experience or a significant implementation project at university., • Strong independent analytical and problem-solving skills as well as strong teamwork skills., • High risk awareness and ability to identify and reduce risk in a fast-paced environment., • Ability to communicate technical concepts to nontechnical persons., • Ability to produce high-quality deliverables., • Excellent verbal and written communication skills in English, and any additional language is considered a plus., • Adaptable and able to build strong relationships with colleagues and clients. Ideally, you’ll also have: • Data processing experience in Nuix, Relativity, and Reveal or equivalent industry standard tools., • Experience in using Reveal and/or Relativity, either as user or administrator., • Exposure to technology infrastructure including server and cloud-based solutions, particularly Microsoft 365 and Microsoft Purview., • Exposure to digital forensic tools and analytic techniques., • Experience working with modern data types such a chat, collaboration, audio, and video., • Experience working with technology to enable and enhance investigation processes., • Exposure to archiving, logging, and digital vault systems, e.g., Mimecast., • Data visualisation experience, for example PowerBI., • Scripting language experience, particularly SQL and Python., • Exposure to Object Oriented programming, particularly C#, C++ or Java. What we offer you At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn _. Are you ready to shape your future with confidence? Apply today. To help create the best experience during the recruitment process, please describe any disability-related adjustments or accommodations you may need. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Assistant Director – Tech - Strategy and Execution – EY Parthenon Our Technology team sits within the Strategy and Execution team, which is EY’s leading market team providing Technology, Operations and Financial advice to corporate and private equity firms who intend to acquire, divest or restructure businesses. The team comprises advisors with specialist commercial, operations, software, technology, cyber, finance and deal / transaction experience from industry, advisory and audit backgrounds. The Technology team has competencies in Product & technology, Enterprise technology and Cybersecurity: • Product and technology provides investment and acquisition guidance to clients across commercial, product, and technical topics needed to assess and advise companies in the “software economy”, • Enterprise technology assesses major technology risks and opportunities related to a transaction across key areas of enterprise technology holistically including enterprise and business systems, infrastructure, data and reporting, tech operating model, tech spend, • Cybersecurity focuses on understanding the business operating model, then applying our experience, benchmarks and tools to determine where Cyber is critical to the brand, operations, assets and applicable regulations. The team has completed hundreds of successful projects and provides a unique capability to help companies make critical choices and complete successful transactions. As part of EY, you’ll have the chance to build a career as unique as you are, with global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. The opportunity We are seeking to further expand our team with IT consultants who work across a range of sectors, including Private Equity, Digital and Telecoms. As an Assistant Director in our team, you will advise clients across all sectors, supporting key decision makers in developing and executing strategies for transactions use your intellectual guile and enthusiasm to apply your technical skills across the MM&A (Mergers & Acquisitions) transaction lifecycle; including pre-deal diligence, portfolio review and corporate carve-outs & integrations. Your key responsibilities As an Assistant Director within our Strategy and Execution team, you would assist in aspects of business origination, including pitches and presentations, and attend meetings with clients to help sell work and work in a transaction environment operating under tight M&A timeframes and demands and be familiar working in a large-scale consulting environment or industry role. You would use your knowledge on technical IT topics and work on buyside and sellside mandates across the transaction lifecycle Skills and attributes for success • Advise senior clients across all sectors, supporting key decision makers in developing and executing strategies for transactions., • Sell, run and deliver different types of engagements, including pre-deal (e.g. technology due diligence, carve-out planning), post-deal (e.g. sign to close, integration planning, synergy tracking) and value creation (e.g. cost reduction, tech enabled VC), • Lead blended project teams comprising colleagues from our transactions and advisory practices., • Lead complex engagements, including commercials, resourcing and risk., • Lead on business origination, including use of networks and delivery of pitches and presentations to senior clients., • Lead on practice development initiatives and training programmes, supporting the continued focus on our team as a great place to work., • Act as a role model and support development of junior team members, coupled with the recruitment and training responsibilities., • Learn and develop technical and personal skills to support achievement of career goals, through a blend of structured learning, coaching and experiences To qualify for the role, you must have • Professional services / consulting; Transactions: ideally due diligence, carve-out or integrations experience; and, • Broad knowledge and deep understanding of a typical IT function, including enterprise architecture, strategy, governance, systems integration, application development, service delivery and infrastructure., • Experience working with Private Equity and senior IT stakeholders, • Adept at building strong working relationships with senior clients, including influence, advice and support to key decision makers., • Demonstrated aptitude for quantitative and qualitative analysis., • Effective written and verbal communication skills., • Experience of delivering high-quality reports and presentations., • Experience of leading large, complex, global delivery programmes., • Strong team leadership skills, particularly teams with diverse skills and backgrounds, coupled with the ability to lead and develop juniors., • Excellent problem-solving skills. What we are looking for You’ll be a trusted advisor to our clients and use your deep knowledge of multiple IT technologies to work closely to their needs. Your proven project management and stakeholder management experience will be key to the role. If you’re ready to take on a wide range of responsibilities and are committed to seeking out new ways to make a difference, this role is for you. About EY Parthenon EY-Parthenon teams work with clients to navigate complexity by helping them to reimagine their eco-systems, reshape their portfolios and reinvent themselves for a better future. With global connectivity and scale, EY-Parthenon teams focus on Strategy Realized — helping CEOs design and deliver strategies to better manage challenges while maximizing opportunities as they look to transform their businesses. From idea to implementation, EY-Parthenon teams help organizations to build a better working world by fostering long-term value. EY-Parthenon is a brand under which a number of EY member firms across the globe provide strategy consulting services. For more information, please visit _ What working at EY offers We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next., • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way., • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs., • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs. Please note: Prior to finalizing your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional, we encourage you to provide this information to hold us accountable towards our goal of building a better working world. We ask because it matters! If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It’s yours to build. Apply now. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Assistant Director - Decision Modelling – London The opportunity At EY-Parthenon, our unique combination of transformative strategy, transactions, tax and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, boards, private equity and governments every step of the way. Competitive business depends on intelligent, informed decisions. As part of our experienced Decision Modelling team, you will help shape complex strategic, commercial and financial decisions for major corporates, private equity firms, other investment institutions, government departments and public sector bodies. You will use financial modelling, analysis and structured problem-solving to turn complexity into clear, practical insight that clients can act on. The breadth of our work will give you exposure to transactions, bids, financing and project finance, as well as business planning, forecasting, complex contracts and tools used for ongoing decision-making. You will work directly with clients across varied assignments, building your specialist expertise and broader commercial judgement. As a Decision Modelling Assistant Director, you will lead complex engagements at the heart of senior client decision-making. Working with Partners and senior clients, you will define the question, shape the support needed and steer a proportionate approach through to practical delivery and outcomes. You will combine deep financial modelling expertise with commercial judgement and senior client leadership, challenging established thinking, building trusted relationships and turning opportunities into successful work. Your key responsibilities • Lead engagements across the full lifecycle, including scoping the work, shaping the design and directing delivery, providing appropriate challenge throughout., • Co-develop complex solutions with clients, lead senior relationships and ensure the modelling work informs wider commercial and strategic decisions., • Actively manage engagement quality, risk, scope and economics throughout the lifecycle., • Identify and develop new opportunities, build relevant internal and external networks and help shape new business and offerings., • Lead and coach engagement teams to deliver high-quality work., • Help develop future leaders, role-model inclusive leadership behaviours, support wellbeing and contribute to career development and recruitment., • Help shape and improve our Decision Modelling services, tools and ways of working., • Evaluate and lead safe, effective uses of AI across projects, workflows or services, enabling teams to apply approved tools responsibly and improve productivity, quality, decision-making and client value. Skills and attributes for success What we look for • Deep financial modelling expertise, including the judgement to scope, challenge and assure complex work and the ability to undertake or direct complex analysis., • Well-developed commercial instinct, with an understanding of how organisations work and the relationship-building skills to identify and develop or convert opportunities through client, internal or external relationships., • Experience leading projects to resolve complex or poorly defined business problems., • The ability to build consensus with senior stakeholders, adapt your style, constructively challenge assumptions and bring fresh perspective and meaningful business insight., • Success in structuring engagements or resolving conflicts amid competing objectives, sensitivities or risks., • Effective management of engagement scope, resources, economics, quality and risk, with governance and clear oversight of the evidence needed to support key decisions and approvals., • The flexibility to integrate specialist input and reconcile differing disciplines to deliver coherent client solutions., • Effective team leadership and people development, using your interpersonal awareness and clear communication to understand individual needs, set expectations, give honest feedback and create appropriate stretch., • A strong sense of accountability for initiatives taken on and for delivery of genuine, lasting benefit. Ideally, you’ll also have • ACA, ACCA or another relevant finance qualification; a numerate or analytical degree; or relevant professional experience., • Experience using complementary tools such as Power Query, Power BI, VBA or other data and visualisation platforms to improve delivery and inform decision-making., • Confidence working with large or less structured datasets, including source-system extracts, and guiding teams on proportionate approaches to data handling., • Experience guiding teams or stakeholders in the responsible adoption of AI-enabled tools, including validation of outputs for accuracy, relevance and potential bias, protection of confidentiality and appropriate human review., • Experience contributing to account, sector or proposition development beyond individual engagements., • Depth of expertise in a specialist modelling area or industry sector, with experience applying it across engagements. What we offer you At EY, you will be part of a global network working on high-profile projects. The role provides opportunities to work with clients and colleagues across the UK and internationally. You will join a collaborative team that brings together colleagues with varied professional backgrounds and experience, where people are encouraged to ask questions, contribute ideas and challenge assumptions constructively. You will contribute from the outset, broaden your experience and grow your influence as a modelling specialist whose advice clients trust. The role gives you the opportunity to: • Lead complex, high-profile work across transactions, financing, business planning and other significant commercial and strategic decisions, helping senior clients navigate complexity and move forward with confidence., • Build your profile and reputation as an adviser clients can trust, deepen senior relationships and grow the business through new opportunities and commercial propositions., • Influence the future of our Decision Modelling services, tools, technology and ways of working, bringing your experience and ideas to the continued development of the practice. We work as a national team, with most colleagues based in London and a smaller team in Edinburgh. We welcome applicants from across the UK and overseas. The role requires UK travel and occasional international travel, depending on client needs and business priorities. EY supports hybrid and flexible working and provides reasonable adjustments throughout recruitment and employment where required. We will fuel your ambition and potential with future-focused skills development that equips you with state-of-the-art methodologies and technology-enabled solutions. With more than 25,000 people in 150 countries, you will join an inclusive and empowering culture that values your uniqueness, prioritizes your wellbeing, and immerses you in the diverse thinking and cross-cultural experiences necessary to help deliver impact to clients across the globe and to help build a better working world. Learn _ about careers at EY-Parthenon. Are you ready to shape your future with confidence? Apply today. To help create the best experience during the recruitment process, please describe any disability-related adjustments or accommodations you may need. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

The Strategic Finance and Planning Specialist provides strategic financial analysis and decision support, supports the School’s long-term financial and capital planning, and contributes to strategic and business planning across the DFO’s portfolio. \n Responsibilities \n Capital Program and Financial Analysis \n\n • Provide financial analysis to support the feasibility and development of programmes and projects within the facilities master plan.\n, • Develop and maintain long-term financial models incorporating the capital program and capital campaign into the School’s overall financial planning.\n, • Provide ongoing financial analysis, forecasting and scenario modelling to support major capital and financing decisions as plans and assumptions evolve.\n\n Strategic Analysis and Financial Planning \n\n • Provide targeted analysis of financial and operational performance, programmes and activities to inform planning and decision-making, working with the Finance Manager as appropriate.\n, • Develop forecasts and scenario analyses to support long-term financial planning and strategic decision-making.\n, • Provide financial analysis and decision support for significant initiatives, including compensation, educational and operational programmes, enrolment planning and investment decisions.\n, • Lead or support strategic reviews and analytical projects on behalf of the DFO, working across the School and with external advisers as required.\n, • Develop business cases and options appraisals to support significant decisions and initiatives.\n, • Develop management information and dashboards to support strategic performance monitoring and decision-making.\n, • Support year-end reporting and governance, including analysis of key matters arising from the statutory accounts and preparation of relevant sections of the Trustees’ Report.\n\n Sourcing and Contracting \n\n • Support significant sourcing and vendor-selection processes for professional, outsourced and other major services, including market analysis, tendering and evaluation.\n, • Draft and review vendor, consultant and other commercial agreements, identifying key commercial, financial and operational considerations.\n, • Provide commercial analysis to support negotiations, supplier reviews and value-for-money assessments.\n\n Research and Governance \n\n • Monitor market, regulatory and sector developments and assess their implications for the School.\n, • Conduct peer research and benchmarking across financial, staffing, organisational and employment practices to inform planning and decision-making.\n, • Provide analysis and briefing to support the DFO, Senior Leadership Team and Board committees.\n, • Develop and review financial, commercial and operational policies and support related governance and compliance work within the DFO’s portfolio.\n, • Provide analytical support to the School’s Enterprise Risk Management process, including assessment of material risks, their financial implications, and development of risk frameworks and reporting to inform strategic and financial planning.\n\n Essential Criteria \n The successful candidate will demonstrate: \n\n • Degree-level education or equivalent relevant professional experience.\n, • Significant relevant experience in financial analysis, financial planning, strategy, consulting, commercial analysis or a related field.\n, • Strong financial modelling and analytical skills.\n, • Experience delivering complex analytical or project-based work, including research, benchmarking and preparation of high-quality outputs for senior decision-makers and multiple stakeholders.\n, • Strong written and verbal communication skills, with the ability to explain complex financial and strategic issues clearly.\n, • Ability to work independently, exercise sound judgement and manage multiple priorities.\n, • A demonstrated commitment to the safeguarding of children and young people.\n\n Desirable criteria \n\n • A recognised professional accountancy or finance qualification, or relevant postgraduate qualification.\n, • Experience in an independent school, international school, university, charity or other mission-led organisation.\n, • Experience in one or more relevant areas such as long-term or capital planning, treasury or investment, procurement or contracts, Board and governance support, policy development, or Enterprise Risk Management.\n, • Experience using business intelligence, dashboarding or data-visualisation tools.\n\n The American School in London is committed to safeguarding and promoting the welfare of children and young people and expects all trustees, employees and volunteers to share this commitment. All new appointments will be subject to appropriate checks: Disclosure and Barring Service (DBS enhanced), Disqualification by Association Self-Declaration, Declaration of Criminal Record, checks against the Teaching Regulation Agency (TRA) Prohibition List (Teacher Status Checks) including Identity, Address, Date of Birth, a Full Employment History, Right to Work in the UK, overseas checks where applicable, at least 2 references (one with current or most recent employer, where appropriate) and original documentation of Qualifications (where appropriate). For positions into Senior Management a Prohibition from Management Check (s128 Directive) will also be undertaken. \n All posts involving direct contact with children are exempt from the Rehabilitation of Offenders Act 1974. However, amendments to the Exceptions Order 1975 provide that certain spent convictions and cautions are 'protected'. These are not subject to disclosure to employers and cannot be taken into account. Guidance and criteria on the filtering of these cautions and convictions can be found on the Ministry of Justice website. Shortlisted candidates will be asked to provide details of all unspent convictions and those that would not be filtered, prior to the date of the interview. You may be asked for further information about your criminal history during the recruitment process. If your application is successful, this self-disclosure information will be checked against information from the Disclosure & Barring Service before your appointment is confirmed. \n \n \n \n

Join Our Team as a Senior Quantity Surveyor!\n Position: Senior Quantity Surveyor \n Type: Permanent Role \n Location: North East Region \n Compensation: Competitive Salary, Car or Car Allowance + Flexible Benefits About the Opportunity\n Are you ready to take your career to the next level? We’re thrilled to announce an exciting opportunity for a Senior Quantity Surveyor to join our dynamic team in Boldon, overseeing projects across the North East. In this pivotal role, you will implement best commercial practices to enhance profitability and financial performance on medium to large projects. Your Key Responsibilities\n As a Senior Quantity Surveyor, you will: \n\n • Champion our safety-first culture in all project activities.\n, • Mentor and guide Quantity Surveyors and Assistant Quantity Surveyors.\n, • Review and interpret contract terms, identifying risks and opportunities.\n, • Ensure compliance with contract aspects and liaise with project teams.\n, • Manage the agreement process for any changes to contractual obligations.\n, • Oversee cash flow forecasting and manage payment submissions.\n, • Monitor and forecast costs and revenue throughout the project lifecycle.\n, • Assist in the procurement and management of subcontractors.\n, • Provide accurate reporting on costs, projections, and margins.\n, • Build and maintain positive relationships with all stakeholders.\n, • Collaborate with the project team to negotiate final account settlements.\n, • Ensure all necessary records and reports are maintained.\n, • Support any dispute resolution processes.\nWhat We’re Looking For\n To thrive in this role, you should have: \n\n • Experience managing the commercial aspects of medium to large MEP/construction projects.\n, • GCSEs in English and Maths or equivalent qualifications.\n, • A relevant BSc/degree or equivalent, or a willingness to work towards one.\nWhy Join Us?\n We believe in evolving our benefits to attract and retain top talent. Here’s what you can expect: \n\n • Car or car allowance.\n, • Salary sacrifice car scheme (Hybrid/Electric Vehicle).\n, • Pension plan with up to 8% employer contribution.\n, • Personal Wellbeing and Volunteer Days.\n, • Private Medical Insurance.\n, • Free 24/7 Employee Assistance Program for mental health support.\n, • Flexible benefits including Dental Insurance, Gym Memberships, and more.\n, • A personal development program to help you grow.\nNext Steps\n At our company, we’re committed to fostering a culture of inclusion, fairness, and respect. We want to ensure that everyone feels welcome during the recruitment process. If you need any accommodations to participate in the application or interview process, please let us know, and we’ll work with you to meet your needs. About Us\n We are one of the UK’s leading independent engineering and services businesses, with a proud history dating back to 1921. With a turnover of £500m and a team of 3,000 employees, we are dedicated to developing great talent through our investment in training. \n Our work spans various sectors within the building and infrastructure industry, allowing us to engage in innovative and groundbreaking projects using the latest tools and technologies. We value progression and ensure that when you join us, you have a clearly defined development path supported by regular reviews and ongoing training. \n Ready to make an impact? We can’t wait to hear from you!

The Opportunity: As a German or French speaking Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies. The Day-to-Day: Lead portfolio reviews for clients and related partners Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook Become the expert on your assigned clients and their investment goals Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects Anticipate and fulfill client requests, identify opportunities and threats for each client Identify cross-sell and addition opportunities for Sales Relationship Managers Create customised action plans for each client to further build relationships and minimise risks Your Qualifications: At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry Strong capital markets knowledge Fluency in English is a must, also fluency in German or French required Committed to maintain quality of work while sticking to self-imposed timelines Engage with a wide array of audiences by phone, email and in person and also values collaboration Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies Enjoy travelling 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, • A collaborative working environment that practises ongoing training, educational support and employee appreciation events, • 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. This program is subject to change. *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

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, • A collaborative working environment that practises ongoing training, educational support and employee appreciation events *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: 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 & 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, • Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role Your Qualifications: • 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, • Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation 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, • A collaborative working environment that practises ongoing training, educational support and employee appreciation events, • 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. This program is subject to change. *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As an Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts within the UK, Ireland and other parts of Europe. Your efforts will include providing strategic coverage of investment consultants and institutional prospective clients up to a specific size within a specific territory. Investor types include Corporate and Public/LGPS DB Pension Schemes, DC Schemes, Endowments, Foundations, Banks, Asset Managers, OCIO's, Wealth Managers and Insurers. Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Managers to build relationships with consultants and institutional asset owners, meet face-to-face, and present to consultants and institutional prospective clients. Your efforts will give Fisher the opportunity to win business with some of the world's most influential asset owners. The Day-to-Day: Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Relationship Managers and deploy our business development resources and orchestrate the institutional sales process within an assigned territory Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in our Customer Relationship Management system Cold call, establish relationships, and conduct formal presentations to articulately convey our investment philosophy and strategies to prospects and their investment consultants Lead market expansion efforts within our UK, Irish and specific European territories, providing prospects with an introduction to Fisher Investments Europe and ensuring regulatory adherence Your Qualifications: At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with investment consultants and institutional asset owners Ability to set, monitor, and accomplish goals Experience addressing complex challenges managing a broad opportunity set Willingness to travel frequently within an assigned territory Solid investment knowledge; ideally previous experience communicating listed equity investment philosophies and processes Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio Ability to read, analyse, and interpret general business periodicals, professional journals 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, • A collaborative working environment that practises ongoing training, educational support and employee appreciation events *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm - helping both their financial futures and our overall growth. You will engage with high-net-worth individuals who have expressed interest in Fisher Investments UK. Using sales techniques, you’ll determine their investment goals and educate them on our strategy with the goal of setting an appointment with our outside sales team. The Opportunity: Through hands-on training and mentorship, your personal development is exponential. Surrounded by motivated professionals, you will grow your sales skills, build relationships within the firm and create your unique career path. The Account Executive position is both a rewarding and engaging role. The Day-to-Day: • Gain an understanding of wealth management in the UK. How do people invest their money? What do they invest it in?, • Sharpen your sales skills as you improve your pitch and help us turn leads into assets under management, • Speak to High net worth investors to understand their financial position and suggest relevant next steps, • Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales techniques, you will learn the art of becoming a sales professional Your Qualifications: • University graduate or equivalent combination of education and experience, • Experience selling and passionate about a career in sales, • You meet challenges head-on. You learn from your setbacks and work towards improvement, • Eager to work in an energetic, collaborative environment with motivated professionals Experience in finance is helpful but not necessary as full training is provided. 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, • A collaborative working environment that practises ongoing training, educational support and employee appreciation events *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: • Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks, • Gain exposure to other European countries' businesses, • Help Investment Counsellors with relationship management by working with existing clients on operational inquiries, • Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients, • Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility, • Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Italian and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline 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, • A collaborative working environment that practises ongoing training, educational support and employee appreciation events *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Want to experience work in a sales environment? Do you have what it takes to persuade high-net-worth clients? Looking for an internship with a base salary and career development opportunities? Be the first contact with prospective high-net-worth clients as part of a two-month internship program to start your career in finance and sales. Your first week will be in training; learn the basics of the financial industry, Fisher's investment philosophy, and financial sales. The remaining eight weeks are spent on the phones, discussing clients' financial goals and working with them to see if Fisher Investments Europe can help. The Opportunity: Through hands-on experience, training and mentorship, your personal development in you will be exponential. Surrounded by professionals, you will grow your sales skills, build relationships within the firm and earn an opportunity to create your own career path. Individuals who typically succeed in this role have the will to work, succeed in merit-based environments and have experience establishing communication and engagement with prospects. No experience is needed so if you feel you might have what it takes-let us know! The Day-to-Day: • Spend time gaining an understanding of wealth management in the UK. How do people invest their money? What do they invest it in?, • Speak to High net worth investors that have expressed an interest in Fisher Investments Europe's investment literature, to understand their financial position and suggesting the relevant next steps, • Use a sales CRM to manage the sales pipeline and record information on prospects, • Understand the prospect’s needs and market solutions which align to those needs Your Qualifications: • A desire to get started in Financial Sales and progress to a further role, • Keen interest in a career in sales Why Fisher Investments Europe: The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized 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 recognized 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 for eligible employees (employees who have a contract for 2 months or longer), • 28 days annual leave (pro rata), 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 (employees who have been with the firm for 42 weeks or longer)., • A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions for eligible employees (employees who have a contract for 2 months or longer), • 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 Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: • Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks, • Gain exposure to other European countries' businesses, • Help Investment Counsellors with relationship management by working with existing clients on operational inquiries, • Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients, • Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility, • Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Italian and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline 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, • A collaborative working environment that practises ongoing training, educational support and employee appreciation events *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Our client is a leading British bank. \n Join us as a Senior Wealth Planner, where you'll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You'll work with new and existing clients to understand their long-term goals and offer bespoke solutions that support their financial and lifestyle needs. Your knowledge will help clients feel i... \n \n ZIPC1_UKTJ

Entity:FinanceJob Family Group:Strategic Planning & Business Development GroupJob Description:bp's corporate Mergers & Acquisitions team's anchor role is to provide a center of expertise in driving acquisitions, disposals, joint ventures and asset restructurings within the bp Group, with a value in excess of US$50 million.M&A's core expertise lies in its advisory and transactional ability. On the advisory side we have knowledge and experience in analysing assets and/or businesses to establish sources of value and minimising risks and liabilities. On the transactional front our experience and skills are deployed in assessing the market, pricing and bidding, running sell-side auctions, negotiation, and project management of a transaction to completion. This involves close collaboration with Business Groups and Functions internally and numerous external parties including corporates, investment banks, engineering firms, financial investors and advisors.We develop a broad corporate development capability through our access to the internal strategic context and an acute awareness of the evolving external market. M&A works with the Business Groups to evaluate divestment and acquisition options. The M&A team plays a pivotal role in bp deliver its strategy.As a Principal in Mergers & Acquisitions, you can expect to be working on several transactions at any one time. The Principal is responsible for leading a transaction team, working closely with business managers, legal, functional, and (in certain instances) financial advisors to effectively deliver material transactions for the bp Group within the boundaries set by the bp executive team.This position provides a unique opportunity for an individual to hone commercial astuteness, negotiating skills, and project management skills. It also provides unparalleled exposure to C-Suite executives and senior leaders across bp. This position is an excellent opportunity for a motivated individual to be exposed to a broad range of business issues and to test themselves in a high pressure transaction environment.This role is based in London and is part of bp's global M&A team. Applicants with energy backgrounds in upstream, downstream and Trading will be considered. The successful applicant will tag into either the VP M&A Upstream and Technology or the VP M&A Downstream & ST&S, subject to the candidates experience/ background. Notwithstanding, the M&A function works in an agile way, so resources are deployed as needed to meet Group needs. As such, the successful candidate may be deployed to lead transactions across any business segment within the bp Group.Key Accountabilities: End-to-end delivery of a transaction, managing all the relevant resources in a timely manner with all pertinent issues addressed.Leadership of the deal team including all necessary supporting functional expertise to deliver transactions in a timely manner and securing the best value for bpActing as a key member of the negotiating team (typically the lead negotiator) to secure the deal at maximum value for bp.Support transactions which will help shape bp in the delivery of its corporate strategy and will participate in the implementation of the strategy of all business divisions.Extensive travel could be required but will be dependent on the project portfolio of the M&A Principal and the needs of the business clients.Requirements for the role: Degree from an accredited college or universityConsistent track record in delivery of material M&A transactions in the energy industry (hydrocarbon, low carbon, mobility, energy retail) - As part of the interview process, we expect candidates will be able to provide a deal sheet of completed transactions and be able to speak to their role in those.Deep experience working in or with an International Energy Company with career anchor/ experience in at least one operating segment of upstream oil and gas, downstream or trading.Demonstrated negotiation skills and experience with commercial contractual frameworks, risk allocation structures, governance frameworks, etc.Experience with corporate finance, economic evaluation and risk management.Confirmed experience of working with external counterparties in international environments.Experience creating and delivering commercial solutions to challenging problems with joint venture partners, host governments or transaction counterparties.Well developed understanding of energy value chains and macroeconomic themes impacting the energy sector.Project management skills with attention to detail and the ability to work independently in an environment that may sometimes be ambiguous.Leadership skills with the ability to set direction and clear objectives to large, dispersed teams.Ability to build trust and confidence with internal and external partners and handle conflicts professionally.Desirable Criteria A strong finance, engineering and/or economics background.MBA or a similar advanced qualification.Demonstrated leadership skills – leading a team or projectsExcellent communication skills and the ability to interface effectively with senior executivesExperience of managing external relationships (partners, counterparties, governments).Strong organisational skills and able to influence and coordinate various internal (e.g., commercial and functional staff) and external (e.g. lawyers, advisors and partners) team members.Proactive mindset with strong performance bias.Experience with creative financial structuring, accounting treatment of debt, etc.Strong commitment to a work environment of mutual trust and respect and where diversity and inclusion are valued.Highly professional demeanour with strong written and oral communication skills.Process to apply:When submitting your application, please submit your CV in addition to a deal sheet of relevant M&A transactions.Why join us?We're committed to supporting leaders who want to make an impact. At bp, you'll have the chance to shape and influence outcomes across businesses. You'll be part of an inclusive environment where diverse perspectives are valued, and where your contribution to performance and integration matters. We invest in the growth and wellbeing of our people, providing the resources, networks, and development opportunities needed to thrive.Our total rewards package includes competitive pay, bonuses, share options, and a range of flexible benefits designed to meet your needs — from healthcare and retirement plans to paid time off and agile working. We recognise that people have multifaceted lives, and we strive to offer a career experience that reflects that.Location This position is based in our St James Square, London office. Please note however that this will move to Southwark, London by end 2027.Apply now!Travel RequirementUp to 25% travel should be expected with this roleRelocation Assistance:Relocation may be negotiable for this roleRemote Type:This position is a hybrid of office/remote workingSkills:Acquisitions and divestments, Agreements and negotiations, Contractual risk management, Economic evaluation methodology, Financial Analysis, Financial Modelling, Influencing, Joint Venture Structuring, Stakeholder Engagement .Future Location Notice: This role will start in St James' Square, London. bp has announced a planned office move to Timber Square, London, with all positions currently advertised in St James' Square, including this one, expected to relocate around Q4 2027-Q1 2028. This presents an exciting opportunity for all employees and leaders to come together in one London location. The specific date of the move will be confirmed closer to the time.Legal Disclaimer:We are an equal opportunity employer. We do not discriminate on the basis of protected characteristics like race, religion, color, sex, national origin, sexual orientation, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us .If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.TPBN1_UKTJ

We are looking for an experienced, ambitious and commercially driven Investment Sales Broker to join our growing team in Bromley. \n This is a telephone-based sales position focused on introducing private clients to alternative investment opportunities across gold, fine wine and rare whisky. \n The ideal candidate will have a proven background in telesales, investment sales, financial services, brokerage ... \n \n ZIPC1_UKTJ

The Company:A highly respected and professional Wealth Management firm with ambitious growth plans.The Role:The Paraplanning Team Leader will actively manage a team of Paraplanners who are supporting Wealth Planners by carrying out high-quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management.The Paraplanning Team Leader would have significant Paraplanning experience to be able to support Wealth Planners delivering more complex advice. Prepare client centric suitability reports and other documentation, adhering to the Company's processes and compliance framework.The Paraplanning Team Leader will oversee the workload of the Paraplanning team and will deal with day-to-day workload issues and team absences. Contribute to efficiency improvement initiatives and sharing of best practice.Support the Head of Paraplanning to ensure that processes are followed correctly and consistently across the Paraplanning teams, with involvement in process changes and improvements where required. Responsible for the management of a team including supporting their training and development.The Paraplanning Team Leader will undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services the client has, to enable the Wealth Planner to recommend a suitable solution to meet the client's needs and objectives with a good outcome. Undertake accurate calculations and cash-flow modelling where needed to support recommendations.The Paraplanning Team Leader will prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on our knowledge of the client.The CandidateSenior level Paraplanning experience – with Team Management / Team Leadership experience.Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, with experience of dealing with more complex areas of financial planning adviceRQF level 4 Diploma in Regulated Financial Planning (or equivalent)Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).Experience of XPlan (Desired)Experience of Cashflow Planning software (Desired).Excellent interpersonal and communication skillsTPBN1_UKTJ

About Us We are seeking a Sr. Director of Engineering to lead our X-Ops Platform organization. The leader will be responsible for all aspects of the platform ranging from vision, strategy and roadmap to product delivery and service execution. The leader will coordinate with stakeholders to align business priorities and support engineering teams in delivering secure, high-quality software at scale using modern AI technologies. You will set strategy and standards for how we build, run, and improve our platforms and operational tooling across the engineering lifecycle - partnering closely with Product, Security, IT, and Engineering leaders. Success in this role looks like improved developer productivity, strong service reliability and resilience, clear operational governance, and efficiency in cloud and platform spend and close alignment with Sophos X-Ops goals. You bring enough technical depth to challenge and support senior engineers and architects, while spending most of your time enabling teams, aligning stakeholders, and ensuring execution against clear outcomes. You will have a strong grounding in Cyber Security, Cloud Computing and AI frameworks and development practices. You will lead and grow multiple teams and managers, fostering strong engineering practices and a culture of ownership. You will collaborate with senior stakeholders across Engineering, Product, Security, IT, and Finance to ensure platform roadmaps and operational priorities support company goals. This role is based in Abingdon UK with remote working and teams also in India and Hungary. Periodic in-person leadership and team collaboration and travel are needed. • Set the vision, strategy, and operating model for the X-Ops Platform organisation (e.g., Delivery Roadmap, AI First Developer Experience, CI/CD, Observability, SRE, Cloud & Infrastructure Enablement), • Lead, coach, and develop engineering leaders (directors, managers and senior ICs), building high-performing teams with clear ownership and strong engineering culture, • Own platform reliability, resilience, and operational excellence: incident management, on-call standards, SLIs/SLOs, post-incident learning, and continuous improvement, • Partner with product engineering and threat research leaders to improve productivity and delivery throughput across the software and service lifecycle, • Drive cloud efficiency and cost transparency (FinOps): budgeting, forecasting, unit economics, and optimisation initiatives in partnership with Finance and Engineering, • Establish platform governance and standards (architecture, security, compliance, data handling, vendor/tooling choices) while enabling appropriate team autonomy, • Build strong cross-functional alignment peer X-Ops leaders, and other operational stakeholders to ensure aligned feature delivery and service operations., • Actively drive responsible AI adoption within the organisation:, • Establish guidance, guardrails, and enablement for approved AI tools and workflows, • Measure impact and promote best practices that improve quality, speed, and operational effectiveness while protecting sensitive data, • Define and track meaningful metrics and outcomes; communicate progress, risks, and trade-offs clearly to executive stakeholders, • Cyber Security background and acumen, • Significant engineering leadership experience, including leading leaders and scaling teams in a platform, infrastructure, SRE, DevOps, or operations-focused environment, • Strong track record of building reliable, secure platforms and improving developer productivity through pragmatic, outcome-driven investment, • Experience establishing operational excellence practices (incident response, on-call, observability, SLOs, post-incident learning) and driving continuous improvement, • Ability to set strategy and translate it into execution via roadmaps, prioritisation, and clear measures of success, • Strong stakeholder management and executive communication skills, with the ability to align across Engineering, Product, Security, IT, and Finance, • Commercial and financial acumen, including experience with cloud cost management, budgeting, and performance metrics, • Commitment to responsible AI adoption—setting guardrails, enabling teams, and demonstrating measurable improvements in productivity and quality Desirable skills • Experience building and operating platforms at scale in a SaaS environment, ideally with multi-region cloud deployment, • Familiarity with modern CI/CD, Infrastructure as Code, containerisation, and observability tooling, • Strong security and compliance mindset; experience partnering with security teams to embed controls into platform capabilities, • Experience with organisational design, operating cadence, and change management in a complex engineering organisation, • Exposure to FinOps practices and tooling, including unit cost models and cost allocation/chargeback approaches, • Comfort working with technical teams and/or technical concepts, • Experience improving processes, introducing new ways of working, or leading small change initiatives, • Experience with AI-assisted productivity or development tools in a professional setting #li-remote #b2 #li-FC2 Ready to Join Us?At Sophos, we believe in the power of diverse perspectives to fuel innovation. Research shows that candidates sometimes hesitate to apply if they don't check every box in a job description. We challenge that notion. Your unique experiences and skills might be exactly what we need to enhance our team. Don't let a checklist hold you back – we encourage you to apply. What's Great About Sophos?· Sophos operates a remote-first working model, making remote work the primary option for most employees. However, some roles may necessitate a hybrid approach. While we are a remote first organization, applicants must have legal authorization to work in the jurisdiction where the position is posted, without requiring employer sponsorship.· Our people – we innovate and create, all of which are accompanied by a great sense of fun and team spirit· Employee-led diversity and inclusion networks that build community and provide education and advocacy· Annual charity and fundraising initiatives and volunteer days for employees to support local communities· Global employee sustainability initiatives to reduce our environmental footprint· Global fitness and trivia competitions to keep our bodies and minds sharp· Global wellbeing days for employees to relax and recharge · Monthly wellbeing webinars and training to support employee health and wellbeing Our Commitment To YouWe’re proud of the diverse and inclusive environment we have at Sophos, and we’re committed to ensuring equality of opportunity. We believe that diversity, combined with excellence, builds a better Sophos, so we encourage applicants who can contribute to the diversity of our team. All applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, sex, gender reassignment, marital status, race, religion or belief, color, age, military veteran status, disability, pregnancy, maternity or sexual orientation. We want to give you every opportunity to show us your best self, so if there are any adjustments we could make to the recruitment and selection process to support you, please let us know. Data ProtectionIf you choose to explore an opportunity, and subsequently share your CV or other personal details with Sophos, these details will be held by Sophos for 12 months in accordance with our Privacy Policy and used by our recruitment team to contact you regarding this or other relevant opportunities at Sophos. If you would like Sophos to delete or update your details at any time, please follow the steps set out in the Privacy Policy describing your individual rights. For more information on Sophos’ data protection practices, please consult our Privacy Policy _We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. L&G Retail supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products. We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas. Joining us means helping create brighter financial futures for all our customers. We are seeking a skilled RPA Developer to join our dynamic team. In this role, you will be responsible for the design, development, maintenance, and support of Robotic Process Automations (RPA) using Blue Prism, as well as solutions built with Visual Basic for Applications (VBA), across our DC Operations. The ideal candidate will bring a creative and pragmatic approach to problem-solving, identifying opportunities to streamline manual processes through automation. You will play a key role in driving operational efficiency while ensuring robust change control practices are followed and measurable benefits are consistently tracked. What you'll be doing: • Ensuring the ongoing performance and reliability of RPA solutions and VBA applications across DC Operations. Promptly resolving issues, conduct root cause analysis, and maintain comprehensive documentation in line with established standards, • Creating and deploying robust RPA solutions and VBA that align with best practices. Leveraging technical expertise to develop innovative, value-driven automation that reduces manual processing where a strong return on investment can be demonstrated, • Working closely with non-technical stakeholders to define and assess business requirements. Ensuring mutual understanding of deliverables and incorporate all value-adding elements into the final solution, • Defining, following, and continuously improving development lifecycles to ensure requirements are well-documented, agreed upon, and delivered effectively, • Managing automation projects from inception to completion. Influencing and engaging senior stakeholders to secure buy-in and ensure alignment with strategic goals and resource optimisation, • Identifying opportunities to enhance operational efficiency through data analysis and insight. Designing and implementing tools that proactively support business needs and drive performance improvements, • Providing technical support for key Management Information (MI) and work management systems. Safeguarding data integrity and develop enhancements that enable accurate, efficient information retrieval and reporting, • Offering expert guidance and mentorship in programming, testing, and automation practices. Fostering knowledge sharing and support the development of team capabilities Who we're looking for: • Knowledge of past and present products, and the purpose of the products. In addition ensure that knowledge is acquired and maintained on new product propositions., • Advanced knowledge of appropriate systems utilised across DC Savings (FPF etc), • Expert understanding of SQL (Transact & DB2) to build efficient, complex queries & Database Applications., • Extensive Expert knowledge of Robotic Process Automation and Visual Basic for Applications (VBA) so that Applications can be built and supported to best practice standards., • Ability to support defect/ issue analysis, data investigations and business acceptance testing, • Excellent numeric aptitude, having a strong analytical and problem solving ability, • Ability to recognise and define complex patterns and relationships in data held in MI systems and databases, • Ability to model and document detailed application requirements, translating technical specifications into programmed applications, • Ability to functionally test developed applications to ensure performance against technical specifications Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: • The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes, • Generous pension contribution, • Life assurance, • Healthcare Plan (permanent employees only), • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday, • Competitive family leave, • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only), • There are the many discounts we offer – both for our own products and at a range of high street stores and online, • In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

Who We Are: Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 10 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by $400 million in funding from top-tier global investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial, Unbound, Peak XV, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. As a Senior Engineer, you will be responsible for designing, implementing, and maintaining the systems and services that form Alpaca's foundation and empower millions of users who trade billions of dollars worth of assets. You will be responsible for regional recruitment initiatives, supporting cross-functional team projects, mentoring talent on our engineering principles and practices, and fostering Alpaca culture in the region. As Senior Engineer, you will also serve as the operational reliability and engineering lead and the incident commander during regional business hours, ensuring proactive 24x7 stability. For this role, we are seeking an experienced full-stack engineer dedicated to delivering high-quality, seamless software solutions. The ideal candidate has a proven track record of designing and building scalable applications and is comfortable challenging conventions and advocating for innovative solutions. In this position, you will have the autonomy to architect and implement solutions that meet our strategic objectives while also a collaborative, cross-functional team. • Design a highly scalable, mission-critical brokerage system., • Develop and enhance the middle- and back-office systems, including gRPC microservices, a React-based UI for internal administration and API developers, and third-party vendor integrations., • Work closely with Alpaca's core teams to enhance and transform the core framework, enabling support for multiple languages, currencies, and markets., • Collaborate with tech leads in other regions both synchronously and asynchronously, using Slack and occasional meetings outside of regular working hours to align with global teams., • Troubleshoot incidents and reported bugs to maintain system integrity and performance., • Thrive in a global environment, effectively navigating regulatory requirements and building scalable solutions to support Alpaca's international growth., • You may be asked to be on-call to assist with timely engineering projects., • Strong problem-solving skills paired with a proactive mindset., • Proficiency in Go or similar backend languages, with expertise in designing robust and efficient system architectures., • Strong communication skills to collaborate effectively with global teams, local regulators, vendors, and internal stakeholders., • Ability to act as incident commander and lead and troubleshoot incidents or bugs with authority., • Strong computer science fundamentals and proven software engineering architecture experience, • Ability to work independently in a fully remote, globally distributed team, and under pressure in a fast-paced environment., • Strategic thinking and the ability to translate technical concepts into business strategies., • Experience with event-driven design., • Experience with AI tooling such as Cursor, Claude Code, Codex or others., • Experience working in a startup or fast-growing technology company., • Knowledge of emerging technologies., • Experience with domain-driven design, • Experience working with global teams, • Experience in the financial services industry, specifically with online trading platforms, brokerage systems, or fintech companies., • Experience in designing and developing complex financial systems, preferably including double-entry accounting., • Understanding of financial transaction processing, trade lifecycle management, and settlement processes., • Strong experience with online trading systems, including order management, execution, market data processing, and real-time trade processing., • Experience in building scalable, high-availability financial applications that handle multi-currency transactions., • Experience working with financial APIs, market data integrations, and trade settlement processes., • Familiarity with regulatory compliance requirements in financial markets., • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. _

About Uplisting What started in the UK in 2017 is now a fast-growing platform designed to be the go-to solution for hosts and operators who want to streamline their operations and unlock growth. From automated messaging to channel management, from task coordination to financial reporting, Uplisting gives users the reliability and simplicity they need to run professional, efficient, guest-ready businesses. Our mission is simple: to empower the next generation of short-term rental creators by providing flexible, user-friendly, and technology-driven tools that remove friction and spark innovation. Whether someone is managing their first property or scaling a portfolio, we’re here to help turn ambition into sustainable success. In 2023, Uplisting joined the AirDNA community, a collaboration that strengthens our ability to support hosts at every stage of their journey. By combining Uplisting’s powerful operational toolkit with AirDNA’s world-class market intelligence, we’re helping entrepreneurs make smarter decisions, grow faster, and operate with confidence across Airbnb, Vrbo, and beyond. The AirDNA team We’re a curious, driven, and kind group of humans who genuinely love what we do. Our values - Happy, Hungry, Honest - guide how we show up for our customers and for each other. Want to see what that looks like in action? You’ll get a feel once you meet us. We welcome applicants from all backgrounds and encourage you to apply even if you don’t check every box. Passion, potential, and perspective matter here. Together, we’re building a complete ecosystem for short-term rental success - from investment to day-to-day operations. The Role We’re looking for a Fullstack Software Engineer. Join a team modernizing Uplisting's core product. You'll ship end-to-end features that measurably improve the day to day for hosts and property managers, help migrate our front end from Ember to React, and strengthen the connection between Uplisting's operations platform. • Ship production-ready code across the full stack, from API and data layer to UI., • Collaborate on the upcoming migration from Ember to React., • Diagnose and fix scaling, performance, and reliability issues on our platforms., • Own features end-to-end. From pitch to production., • Set the bar on code quality through reviews, testing standards, and clear documentation., • Mentor engineers on React best practices and help shape our technical roadmap., • Use AI tools to speed up your own work and share what works with the team., • Work on Partner integrations with large companies such as AirBnB, Booking.com, VRBO, • 4+ years of professional full stack experience shipping and operating production systems., • Strong React and TypeScript skills, plus solid back-end fundamentals (APIs, data modeling, relational databases)., • Hands-on experience with testing, CI/CD, and basic observability (logs, metrics, alerts)., • A track record of working on/leading non-trivial migrations or modernization work on a live product., • Clear written and verbal communication skills - you can explain trade-offs to engineers and non-engineers alike., • Practical, daily use of AI tools in your workflow, with the judgment to verify what they produce., • Experience with Ember.js or migrating front-end frameworks, or a polyglot with Front End frameworks., • Background in short-term rental, property management, travel, or hospitality tech., • Experience operating multi-tenant SaaS at scale, including performance tuning., • Familiarity with AWS, Heroku, containers, and infrastructure-as-code., • Prior experience formally mentoring other engineers., • Familiarity with the Shape Up methodology, • Ruby (Hanami), • Ember JS, • PostgresQL, • AWS, • Heroku, • Typescript, • React Native, • Terraform, • Any hire made outside of Spain would be a full-time contractor. Benefits for remote UK contractors include:, • OTE salary range: 50,000 - 65,000 GBP (yearly), • Flexible remote environment, • Continuing education stipend, • Language lessons with Preply (French-Italian-Spanish), • A friendly, collaborative team that values clear communication, • Opportunities for growth, mentorship, and learning new technologies, • A mission-driven product with real user impact, • First stage: Virtual interview with the People Team + Hiring Manager (30min), • Second stage: Tech test, • Final stage: Meet the General Manager + Hiring Manager (Online - 30min), • Post-offer / Pre-employment: Reference and employment verification check, • Ideal start date: Q2 2026 £50,000 - £65,000 a yearAirDNA seeks to attract the best-qualified candidates who support the mission, vision and values of the company and those who respect and promote excellence through diversity. We are committed to providing equal employment opportunities (EEO) to all employees and applicants without regard to race, color, creed, religion, sex, age, national origin, citizenship, sexual orientation, gender identity and expression, physical or mental disability, marital, familial or parental status, genetic information, military status, veteran status or any other legally protected classification. The company complies with all applicable state and local laws governing nondiscrimination in employment and prohibits unlawful harassment based on any of the aforementioned protected classes at every location in which the company operates. This applies to all terms, conditions and privileges of employment including but not limited to: hiring, assessments, probation, placement, benefits, promotion, demotion, termination, layoff, recall, transfer, leave of absence, compensation, training and development, social and recreational programs, education assistance and retirement. We are committed to making our application process and workplace accessible for individuals with disabilities. Upon request, AirDNA will reasonably accommodate applicants so they can participate in the application process unless doing so would create an undue hardship to AirDNA or a threat to these individuals, others in the workplace or the company as a whole. To request accommodation, please email _. Please allow for 24 hours to process your request. By applying for the above position, you will confirm that you have reviewed and agreed to our _.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Role: Customer Success Associate Team: Growth Location: Remote/Hybrid working (UK-based). We are currently a remote-first organisation, but hybrid working may be an option in the future. Salary: Up to £34,000 depending on experience, plus equity Hours: Full-Time 37.5 hours per week Please note All communication regarding your application should go through the official application channels or our company careers page. Contacting Vestd employees via email, personal social media, or other informal routes is not appropriate. We also have a zero-tolerance approach to any form of harassment or abuse directed at our team. Candidates who do not respect these boundaries may be disqualified from the recruitment process and, in serious cases, barred from applying in future. _ is a leading sharetech platform for equity management - shares schemes, fund raising, company secretarial and much more. Our regulated platform makes light work of all of the most popular and tax-efficient share scheme types, empowering businesses to attract and retain their talent. Our powerful software also helps investors, and founders seeking investment. Vestd was founded by Ifty Nasir, who lives and breathes our mission. Vestd’s big moonshot aim is to see one billion people worldwide invested in the companies they work hard to grow by 2030. We are all about inclusion and fairness for our customers and our team. Vestd is also a _ company, which means we’re committed to balancing profit with purpose. We care about our people, our customers, and the wider world – and we hold ourselves to the highest social and environmental standards. If you’d like to learn more about Vestd, check out _ short video from our founder, Ifty. At Vestd, we prioritise equality, diversity, and inclusion, so we write about it here rather than at the end of the job advertisement. We’re committed to building a respectful, inclusive, and diverse team. Trust is one of our core values; with that comes a commitment to fairness and transparency. We want to be open about our EDI efforts. _ shows that while men are likely to apply when they meet 60% of a job’s requirements, women and individuals from underrepresented groups often apply only when they meet every criterion. We understand the value of transferable skills and the unique perspectives that diversity brings. That’s why we encourage applications from candidates with unique strengths and experiences. If you need any adjustments or support with your application, please let us know in your application or throughout the process. As Vestd continues to grow its customer base of startups and founder-led businesses, we are expanding our Growth Customer Success team. This role sits at the heart of Vestd’s customer-centric model and plays a key part in supporting high-growth companies as they design, launch and evolve their equity strategies. You will work closely with founders, leadership teams and early HR hires, helping them navigate equity for the first time or as their business scales. This role is about combining excellent customer support with commercial awareness, empathy and a genuine interest in how startups grow. You’ll help customers get value from Vestd at critical moments in their journey, building trust, driving adoption and supporting long-term retention. While this is not a sales role, you will be comfortable having value-led conversations, spotting opportunities to support customers as they grow, and working closely with colleagues to ensure a seamless experience. • Supporting startup and scaleup customers through onboarding, scheme setup and the early stages of their Vestd journey, ensuring they feel confident and supported from day one, • Working directly with founders and leadership teams to understand their business context, growth plans and equity-related challenges, and tailoring support accordingly, • Providing a high-quality, responsive customer success experience across tickets, calls and proactive outreach, • Helping customers adopt Vestd’s platform effectively, encouraging self-serve where appropriate while knowing when hands-on support is needed, • Building trusted relationships with customers, acting as a consistent point of contact during key growth moments such as fundraising, hiring bursts or scheme changes, • Identifying risks to engagement or retention early and working collaboratively to address them, • Spotting opportunities to add value through upgrades, referrals or expanded usage, and partnering with the Growth and Equity Consulting teams where needed, • Developing a strong understanding of equity schemes, fundraising mechanics and the needs of early-stage businesses, and communicating complex concepts in a clear, human way, • Feeding customer insights back into Product, Growth and Marketing to help improve Vestd’s offering and customer experience, • Continual improvement to MRR, • Tickets completed and time to serve SLA, • Improvements in cost to serve, • Reviews, testimonials, • Customer retention, • Referrals, • Upgrades These are the skills and qualifications we consider essential for this role: • Experience working with customers in a B2B, SaaS or professional services environment, ideally supporting growing or founder-led businesses, • Comfortable engaging with startup founders, senior leaders or first-time equity users, with the confidence to ask good questions and build trust, • Minimum 3 years experience in a commercial environment, • Strong written and verbal communication skills, with the ability to explain complex or unfamiliar concepts clearly and calmly, • A customer-first mindset, combined with commercial awareness and an understanding of how customer outcomes link to retention and growth, • Highly organised, able to prioritise effectively in a fast-moving environment, • Customer relationship-building skills, • Curiosity and willingness to develop expertise in equity, share schemes and startup finance over time, • Work collaboratively with team members from different departments (sales, product, marketing), • Confident working remotely, managing your own workload and staying connected to a distributed team These will help you stand out from the pack: • Experience working within finance or a regulated environment, • Startup or scaleup experience, either supporting customers or working within one, • Knowledge of shares and share schemes, • Exposure to founders, fundraising processes or early HR operations, • Experience working with regulated, financial or compliance-led products, • An interest in entrepreneurship, business growth or the startup ecosystem What makes Vestd folk collaborative, adaptable, and eager to grow? • Thrives in a startup environment, ready to tackle diverse challenges with enthusiasm, • Adaptable - open to taking on responsibilities beyond the defined role as needed, • Passionate about contributing to a culture of innovation, collaboration, and continuous improvement, • Embraces technology to improve processes and drive efficiency While the above describes the core responsibilities, this role may from time to time involve tasks beyond this list — as needed to respond to evolving business needs. Our culture is our backbone (BreatheHR named us one of the ‘Top 3 Companies in the UK for Company Culture’), and we take team happiness seriously. Vestd strives to be as principled as possible. We’re all about Goal 8 of the United Nations _. This goal is about ‘Decent work and economic growth,’ and we consider it both with our external activities and internal workings. We’ll do everything we can to help you grow in your role. In return, you’ll want to learn all about our industry and do all you can to help us continue leading it. Vestd is remote-first, so in return for your commitment, diligence, and productivity, you’ll have a lot of autonomy during your working day. Some roles demand office hours (to fit our customers’ schedules), but we are committed to offering flexibility where possible. Happy employees make for happy customers, as demonstrated in our . Vestd’s excellence has also been recognised by The Europas, The Fintech Awards London, The Hustle Awards, TechRound, and BusinessCloud’s Fintech50. See more about our awards . This could be the perfect opportunity if you’re an autonomous, self-driven individual passionate about contributing to a meaningful mission and value being part of a supportive, close-knit team. Vestd is a great place to work. Don’t just take our word for it - take a look at the _ suite of benefits that you can look forward to as one of our folk: • This job remote-first, although attendance is required twice yearly at our in-person get-togethers, • A flexible environment to help you achieve the best work/life balance, • Equity, of course! (After the qualifying period), • Monthly recognition scheme, where we celebrate our folk, • Support with home working equipment*, • A personal training and development budget to keep your career and professional growth on track, • Private medical insurance (after the qualifying period), • Team retreats are held twice a year. They can include an overnight stay and focus on fun and team cohesion, • Great team ethos, connect through regular team and company socials., • 25 days annual leave plus one extra day per year of service (up to five days), • Employer contribution pension scheme (after the qualifying period) We’re looking for somebody with initiative who can focus on the business and their personal growth path. This is a great time to join our team, and it would be a superb role for the right person. *At Vestd we provide our folk with the hardware and software required to support them in their role. As a remote-first business, we expect anyone applying for a job to have a suitable, quiet working space. You must have an appropriate desk/table and chair, with a reliable internet connection. We are accepting rolling applications for this role with no fixed end date - if you are interested in joining the Vestd folk, please apply when you can. We will respond to every applicant, but we may only screen some candidates depending on the number of applications received. Our recruitment pipeline has a few stages, giving you plenty of opportunities to learn about Vestd as we take the time to find someone who is the best fit for the role. We aim to complete the selection process as efficiently as possible, and we are committed to making our candidate experience as inclusive as we can, so please get in touch with us if you require any information or support during the application process or need to ask for any adjustments. A typical selection process might be: • Apply online, • 20-minute screening call, • 45-minute interview with the hiring manager and team member, • Task-based assignment, • 45-minute team cultural interview, • 30-minute interview with the CEO Please note that we record our interviews. These recordings are only viewed by the hiring team and once a role is filled, all recordings are deleted. We do not share any candidate information with anyone outside of Vestd at any time. We are excited to receive your application. When a role is filled, we will let all the applicants know to let them know. This job is based within the UK. You must be primarily UK-based and eligible to work in the country.

Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. L&G Retail supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products. We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas. Joining us means helping create brighter financial futures for all our customers. We are seeking a skilled RPA Developer to join our dynamic team. In this role, you will be responsible for the design, development, maintenance, and support of Robotic Process Automations (RPA) using Blue Prism, as well as solutions built with Visual Basic for Applications (VBA), across our DC Operations. The ideal candidate will bring a creative and pragmatic approach to problem-solving, identifying opportunities to streamline manual processes through automation. You will play a key role in driving operational efficiency while ensuring robust change control practices are followed and measurable benefits are consistently tracked. What you'll be doing: • Ensuring the ongoing performance and reliability of RPA solutions and VBA applications across DC Operations. Promptly resolving issues, conduct root cause analysis, and maintain comprehensive documentation in line with established standards, • Creating and deploying robust RPA solutions and VBA that align with best practices. Leveraging technical expertise to develop innovative, value-driven automation that reduces manual processing where a strong return on investment can be demonstrated, • Working closely with non-technical stakeholders to define and assess business requirements. Ensuring mutual understanding of deliverables and incorporate all value-adding elements into the final solution, • Defining, following, and continuously improving development lifecycles to ensure requirements are well-documented, agreed upon, and delivered effectively, • Managing automation projects from inception to completion. Influencing and engaging senior stakeholders to secure buy-in and ensure alignment with strategic goals and resource optimisation, • Identifying opportunities to enhance operational efficiency through data analysis and insight. Designing and implementing tools that proactively support business needs and drive performance improvements, • Providing technical support for key Management Information (MI) and work management systems. Safeguarding data integrity and develop enhancements that enable accurate, efficient information retrieval and reporting, • Offering expert guidance and mentorship in programming, testing, and automation practices. Fostering knowledge sharing and support the development of team capabilities Who we're looking for: • Knowledge of past and present products, and the purpose of the products. In addition ensure that knowledge is acquired and maintained on new product propositions., • Advanced knowledge of appropriate systems utilised across DC Savings (FPF etc), • Expert understanding of SQL (Transact & DB2) to build efficient, complex queries & Database Applications., • Extensive Expert knowledge of Robotic Process Automation and Visual Basic for Applications (VBA) so that Applications can be built and supported to best practice standards., • Ability to support defect/ issue analysis, data investigations and business acceptance testing, • Excellent numeric aptitude, having a strong analytical and problem solving ability, • Ability to recognise and define complex patterns and relationships in data held in MI systems and databases, • Ability to model and document detailed application requirements, translating technical specifications into programmed applications, • Ability to functionally test developed applications to ensure performance against technical specifications Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: • The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes, • Generous pension contribution, • Life assurance, • Healthcare Plan (permanent employees only), • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday, • Competitive family leave, • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only), • There are the many discounts we offer – both for our own products and at a range of high street stores and online, • In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

Our client is a leading British bank. \n Join us as a Wealth Planner, where you'll play a key role in helping clients shape their financial future through thoughtful planning and investment advice. You'll work closely with new and existing clients to understand their long-term goals and provide bespoke solutions that support their financial and lifestyle needs. Your experience will help clients feel c... \n \n ZIPC1_UKTJ

Entry-Level Executive Search Consultant\n \n Our client is a leading international Executive Search firm specialising in the financial services sector, with an established presence across major global financial centres. \n They partner with some of the world's leading investment firms and financial institutions, advising on senior appointments across areas including Investment Management, Investment Banking... \n \n ZIPC1_UKTJ

The Opportunity: \n \n The PCA group provides regulated financial and investment advice to potential clients and all existing clients in the UK and across Europe. As a Business Assurance Analyst, you will review and assess suitability reports related to money purchase pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts to ensure that all financial and investment advice recommendations are in our clients' best interests and meet internal standards. \n \n The Day-to-Day: \n \n\n • Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority\n, • Proactively contact internal clients and seek further information and any necessary clarifications\n, • Provide feedback to report writers and respond to any follow-up enquiries\n, • Provide feedback to the Training Program Manager within the PCA group on areas that require further improvement and development in the advice team\n, • Discuss possible process improvements with management and senior management\n, • Attend roundtable meetings with report writers to discuss themes identified in reviews and suggest areas for improvement\n\n Your Qualifications: \n \n\n • University graduate or equivalent combination of education/experience\n, • Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning\n, • Level 6/Chartered status would be an advantage, as would AF3/G60 PTS qualification\n, • Very strong understanding of financial planning principles with a specialism in pension planning\n, • Very strong understanding of the FCA's COBS requirements for suitability\n, • Experience in file reviewing personal recommendations for retail clients\n, • Explain complex issues in writing and face-to-face\n, • Dynamic people skills with the ability to provide an efficient, professional and courteous service to internal clients\n\n Why Fisher Investments Europe: \n \n 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. \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: \n\n • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents\n, • 28 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, • $10,000* fertility, hormonal health and family-forming benefit\n, • 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\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\n *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: \n \n The PCA group provides regulated financial and investment advice to potential clients and all existing clients in the UK and across Europe. As a Business Assurance Analyst, you will review and assess suitability reports related to money purchase pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts to ensure that all financial and investment advice recommendations are in our clients' best interests and meet internal standards. \n \n The Day-to-Day: \n \n\n • Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority\n, • Proactively contact internal clients and seek further information and any necessary clarifications\n, • Provide feedback to report writers and respond to any follow-up enquiries\n, • Provide feedback to the Training Program Manager within the PCA group on areas that require further improvement and development in the advice team\n, • Discuss possible process improvements with management and senior management\n, • Attend roundtable meetings with report writers to discuss themes identified in reviews and suggest areas for improvement\n\n Your Qualifications: \n \n\n • University graduate or equivalent combination of education/experience\n, • Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning\n, • Level 6/Chartered status would be an advantage, as would AF3/G60 PTS qualification\n, • Very strong understanding of financial planning principles with a specialism in pension planning\n, • Very strong understanding of the FCA's COBS requirements for suitability\n, • Experience in file reviewing personal recommendations for retail clients\n, • Explain complex issues in writing and face-to-face\n, • Dynamic people skills with the ability to provide an efficient, professional and courteous service to internal clients\n\n Why Fisher Investments Europe: \n \n 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. \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: \n\n • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents\n, • 28 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, • $10,000* fertility, hormonal health and family-forming benefit\n, • 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\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\n *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

We are looking for a Customer Support Executive who possesses a passion for customer care and will work with our team of talented Customer Support Executives & colleagues across the business to provide the best possible end to end customer experience. What you can expect to be doing: • Dealing with all queries that come in through live chat, email and through social media., • Troubleshooting technical issues and optimising user experience., • Reporting bugs and UX issues to other members of the team., • Active participation in app growth and development. What we’re looking for: • Flexibility to work between the hours of 8am to 10pm Monday - Sunday (Shift basis) 39 Hours a week, this may include working on either Saturday or Sunday.., • You can get your head around a complex system quickly., • You find it easy to juggle and prioritise different tasks., • You’re chilled under pressure., • You are friendly and naturally engaging with a positive can-do attitude to customer support., • Committed to providing excellent customer support, written and verbal. What we’re really looking for: ✍️ Someone with a genuine interest in Chip and is excited about being part of a fast-growing company and our mission to build the investment super app of the future. Although we’re in the financial space, and under the scrutiny that comes with it, the current customer support team works well together, and even sometimes with a smile. We’re sure you’ve got the technical skills, otherwise, you would have stopped reading by now, so let us be clear on what will make us want to work with you. We want a real person, with interests outside of work, to join our team. You could be a dancer, a gamer, a musician, a parent, a hockey fan, or even that one person that still writes Twilight fan-fiction. Doesn’t matter to us. At the interview stages, we will be looking for empathy, eq, fun stories, and the ability to smile even when things are tough. PERKS 🎁 • £24,762 per annum, • Discretionary Performance-Related Bi-Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary., • Workplace pension scheme - We invest in your future with a workplace pension scheme, contributing 5% on earnings up to £24,762. Plan ahead with confidence while you grow your career! 🚀, • Private medical insurance (medical history disregarded), • Employee Assistance Programme, • Cycle to work scheme, • Season ticket loan, • Free ChipX subscription for UK-based employees, • We are an equal-opportunity employer and value diversity, • Flexible working arrangements, • 28 days holiday plus bank holidays, plus the days between Christmas and New Year ✈️, • Annual training budget for courses, workshops, or conferences to help you advance your career., • £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing, • Company laptop, • Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup 🚀 Our Interview Process: 📖 • Short take-home task, • Video interview with Head of Talent, • Video interview with the hiring manager & Team Lead, • Final interview with VP of Customer Support About Chip Our mission is to make our customers wealthy. We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain… and we're not slowing down. Chip serves over 300,000 active customers and looks after over £6billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose. Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip. Our vision We know planning for your future can be a tedious, daunting task often avoided, so we want to change that. We're building the wealth app for our community, giving them one place for saving and investing. We're giving customers control and guidance to effortlessly build their long-term wealth using award-winning tech, while celebrating their achievements along the way. Who we are Chip has a creative and diverse team of 190, from all different backgrounds and industries. We’re driven and passionate people, but no one takes themselves too seriously. Don’t just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022, 2024 & 2025 British Bank Awards. Our Values Be ACCOUNTABLE Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible Be BOLD Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers Be COLLABORATIVE Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together Equal Opportunities We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It’s talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities. Note to Agencies Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We've been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors and commercially supported by major financial institutions, we're scaling quickly as adoption of AI in financial services accelerates. Our Wealth platform helps financial advice firms transform how advisers and paraplanners work, using AI to automate documentation, improve compliance and streamline client servicing. From meeting summaries and document generation to compliance file checking and workflow automation, we're helping firms deliver a better experience for both advisers and their clients. We're looking for a Product Manager – Wealth to lead the evolution of Aveni Assist, our flagship AI-powered platform for financial advice firms. The role This role is responsible for the strategy, roadmap and delivery of Aveni Assist, driving its continued evolution across core adviser workflows including meeting summaries, document generation, Letters of Authority, fact finds and compliance file checking. Unlike an early-stage product, Aveni Assist already has an established customer base and a strong market presence. Your focus will be on scaling the product through continuous improvement—enhancing customer workflows, increasing adoption and satisfaction, and delivering measurable value that drives retention and growth. This is a hands-on, high-ownership product role. You'll work closely with the Head of Product (Wealth) on product strategy while independently leading customer discovery, roadmap prioritisation, delivery and release planning. You'll collaborate with Engineering, Design, Customer Success and Commercial teams to ensure we're solving the right problems and delivering the highest-value outcomes. We're looking for someone who enjoys understanding complex customer needs, making evidence-based decisions and building products that customers genuinely value. What you'll be doing You'll own the Aveni Assist roadmap end-to-end, balancing investment between new capabilities, product quality and platform improvements to maximise customer and commercial impact. You'll lead continuous discovery with advisers, paraplanners, compliance teams and prospects, building a deep understanding of customer workflows and translating insight into product decisions. You'll rapidly validate ideas using prototypes, customer research and experimentation, reducing delivery risk before committing engineering effort. You'll own beta programmes for new capabilities, working closely with customers to gather structured feedback and determine when features are ready for general release. You'll partner closely with Engineering and Design to translate strategy into clear delivery plans, maintaining a healthy backlog and ensuring features are released with a high standard of quality. You'll build strong relationships across Engineering, Customer Success, Commercial and Marketing, acting as a trusted voice for the product and ensuring customer insight informs decision-making across the business. You'll use customer feedback, usage analytics and product metrics to guide prioritisation, measure success and continually improve the product. You'll stay informed about industry trends, adviser technology, AI developments and FCA regulation, ensuring Aveni Assist continues to lead the market. What we're looking for We're looking for someone with a proven track record as a Product Manager in a B2B SaaS environment, ideally with experience scaling an established product by improving customer satisfaction, adoption and retention. You'll have demonstrable experience leading customer discovery, translating customer insight into product decisions and working closely with Engineering and Design to deliver high-quality software. You'll have excellent product judgement, strong communication skills and the confidence to make difficult prioritisation decisions, balancing customer needs with commercial objectives. You'll be analytically rigorous, comfortable using both qualitative and quantitative data to inform decisions, and capable of building trusted relationships across technical and commercial teams. We're particularly interested in people who are proactive, self-directed and passionate about improving products through continuous iteration and customer feedback. Nice to have Experience with AI-powered products or machine learning technologies would be valuable, as would experience within financial services, wealth management or other regulated industries. Knowledge of FCA Consumer Duty, adviser technology platforms or wealth management workflows would be advantageous, but isn't essential. Experience running beta programmes, defining quality standards for AI-generated outputs or contributing to go-to-market activities would also be beneficial. Why join Aveni? You’ll work on genuinely difficult and meaningful problems at the intersection of AI, regulation and financial services. You’ll help shape a product category that is becoming increasingly important as financial institutions move from experimenting with AI to deploying it safely, responsibly and at scale. You’ll have real ownership, visibility and the opportunity to influence both product direction and market positioning at an important stage of Aveni’s growth. Benefits at Aveni What you’ll love: Remote-first working across the UK Company-wide offsites and regular in-person gatherings Work abroad policy Optional Personal Development Plan Flexible benefits platform, so you can choose the benefits that matter most to you Life insurance, income protection, critical illness cover and pension, with up to 5% matched employer contribution Private health and dental care At Aveni, we believe diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of the requirements, we’d still encourage you to apply if you believe you’d be a great fit.

Executive Assistant to the Founder & CEO Location: UK – Hybrid / Flexible Working Contract: Permanent | Full-time Thomas & Co International is a growing, multi-award-winning tax and advisory firm supporting entrepreneurs, privately owned businesses, high-net-worth individuals and internationally mobile clients across the UK and overseas. The firm has doubled revenue for four consecutive years and now operates with a team of 35+ high performers. As the firm continues to scale, we are looking for an exceptional Executive Assistant to provide direct, high-trust support to our Founder & CEO. This is a senior support role for someone exceptional at managing complexity, anticipating needs and operating with absolute discretion. The successful candidate will work as the Founder’s right hand across the full spread of his commercial, content and personal commitments. Our Founder & CEO Josh Thomas was recently named in the Forbes 30 Under 30 Europe list in the Finance category. He has built one of the largest personal brands in the tax advisory space, reaching millions of views each month and landing him in entrepreneurial circles out of reach to most. You can explore his thought leadership and insights via his _. The Role This role provides direct, comprehensive support to the Founder across the full spread of his commercial and personal commitments. You will own his diary, travel and communications, coordinate across the firm’s commercial workstreams and content production, and act as a trusted gatekeeper for his time and standards. On any given week, you may be coordinating complex international travel, preparing briefing notes for a high-net-worth client meeting, supporting a podcast or speaking engagement, liaising with editors on content campaigns, and managing inbound requests from media, partners and prospective clients. The work spans operational, strategic and personal, and requires someone who can hold all of it with discretion, polish and pace. Key Responsibilities: • Own and manage the Founder’s diary, ensuring time is allocated effectively across commercial, content, partnership and personal commitments., • Coordinate complex domestic and international travel, including flights, accommodation, ground transport and full itineraries., • Manage inbound communications, prioritising correspondence and acting as a first-line filter for the Founder’s time., • Prepare for meetings, including agendas, briefing notes and supporting documents, and ensure agreed actions are tracked through to completion., • Coordinate across internal team members and external partners to keep commercial workstreams progressing on the Founder’s behalf., • Act as a key point of contact for high-profile clients, partners and brand collaborators, representing the Founder’s standards in every interaction., • Support the Founder’s content and personal brand operation, coordinating with editors, podcast hosts, event organisers and partnership brands., • Manage personal commitments, lifestyle administration, restaurant and event bookings, and ad-hoc personal tasks., • Maintain absolute discretion across all confidential business and personal information at all times. Experience and Qualifications: • Significant experience as an Executive Assistant or Chief of Staff to a Founder, CEO or senior public-facing executive., • Track record supporting a Founder or principal who attracts inbound media, podcast, public speaking and investment opportunities is highly advantageous., • Highly commercially aware, with the capability to act and operate on the Founder’s behalf in commercial conversations and inbound opportunity discussions., • Demonstrated ability to manage complex domestic and international diary and travel logistics with precision., • Experience operating within high-net-worth, professional services or comparable environments such as luxury, finance or talent management is highly advantageous., • Confident handling sensitive and confidential information with absolute discretion., • Excellent written communication, with strong drafting and proofreading skills., • Highly proficient with diary, productivity and project management tools (Google Workspace, Slack, Asana or equivalent)., • Comfortable coordinating with content production teams (editors, videographers, podcast hosts) is advantageous., • Willingness to travel domestically and internationally as required, including to the Founder’s overseas base., • Willingness to flex working hours where required to support the Founder’s schedule, with appropriate boundaries respected. Personal Qualities: • Highly polished, professional and well-presented, with the ability to represent the Founder and the firm to an exceptional standard., • Anticipatory by nature, with a strong instinct for what the Founder needs before being asked., • Calm and composed under pressure, with the resilience to manage competing priorities and last-minute changes., • Discreet, trustworthy and committed to absolute confidentiality., • Strong judgement, comfortable making decisions on the Founder’s behalf where appropriate., • Excellent communicator, both written and verbal., • Genuinely committed to enabling the Founder to operate at his highest level. What We Offer A highly competitive remuneration package designed to recognise both individual contribution and collective team success. Our approach combines financial reward, career progression and personal wellbeing to support our people in continued growth and development. Joining us means working directly alongside one of the most recognisable founders in UK tax advisory, with full visibility of the commercial, content and brand operation that has built Thomas & Co International into the firm it is today. We measure contribution, not just length of service. If you are looking for a role with genuine pace, real proximity to decision-making and the chance to enable a high-profile founder to operate at his absolute peak, then Thomas & Co International is your calling. Benefits Package: • Highly competitive base salary., • Wellness subscription., • Life assurance cover., • An additional day’s leave for your birthday, plus a holiday buy-back scheme., • Hybrid and flexible working arrangements., • Direct daily proximity to senior leadership and decision-making., • Clear opportunity for career progression in a fast-growing firm. We are an equal opportunities employer and welcome applications from all backgrounds. Applicants must have the right to work in the UK, as visa sponsorship is not available for this role.

CUSTOMER SUCCESS MANAGER Location: Remote, UK Employment Type: Full-Time Gross annual base salary: GBP- 55,000 – 71,500 (Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria) Summary At OneStream we are redefining the future of finance with the goal of becoming the Operating System for Modern Finance. Our unified, cloud-based Corporate Performance Management (CPM) platform empowers organizations to optimize processes, make data-driven decisions, and achieve unparalleled operational excellence. As a Customer Success Manager (CSM), you will play an Integral role in our mission to ensure every customer achieves their goals and becomes a referenceable success, you will oversee a portfolio of customers guiding them through their entire journey—from initial onboarding to sustained engagement, retention, and growth. In this role, the CSM will act as the primary advocate for your customers, understanding their unique business objectives and helping them realize maximum value from their OneStream investment. You will build deep relationships with key stakeholders, proactively address their needs, and deliver tailored solutions to drive customer satisfaction and success. The CSM will collaborate with the sales team to identify upselling and cross-selling opportunities, helping customers unlock the full value of OneStream’s capabilities. By fostering trust and delivering results, you’ll drive customer adoption and support their long-term goals. This role requires a customer-centric mindset, strong communication and problem-solving skills, and a proven ability to manage complex customer relationships. Prior experience in Customer Success, Account Management, or a related field is essential. This is a hybrid position. The successful candidate should be located within approximately one hour’s commuting distance of either our London office (postcode EC2V 5BT, nearest Tube station: Bank) or our Manchester office (postcode M2 3NN close to Manchester Central) to enable effective in-person collaboration with customers and customer-facing colleagues when required. Primary Duties and Responsibilities Managing your portfolio of customers • Partner with sales to complete a comprehensive sales transition process., • Operate as a business partner to your customer and their delivery team by knowing their strategy and plan., • Primary ownership and accountability for driving your customer’s adoption, expansion, satisfaction, and renewal., • Understand customer’s OneStream contractual agreements (Cloud/SaaS, Term, etc.), • Understand customer’s contractual agreements with their delivery team whether it is with a Partner or with OneStream Services (Scope, Timeline, staffing)., • Manage and execute the customer’s onboarding process., • Develop strong working relationships with your customers and their delivery team., • Establish and execute cadence-based “Business Review” meetings with your customer., • Identify and mitigate risks that threaten your customer’s satisfaction, growth, or renewal., • Align with Customer Success leadership on regional metrics., • Develop and grow your knowledge of OneStream’s Platform and MarketPlace Solutions and share that knowledge with customers., • Promote awareness of Regional OneStream Communities and customer educational events., • Keep management informed of progress and obstacles on your portfolio of customers. Customer Advocacy • Learn and understand what customers value in their partnership with OneStream., • Actively listen to customers and help them understand how they can get the most value from their investment in OneStream., • Champion your customer’s requests by collaborating with the Customer, their delivery team and various OneStream departments (Customer Support, Cloud, Technical SME’s, Product Mgmt. etc.)., • When necessary, be the respectful challenger to set and manage your customer’s expectations. Required Education and Experience • Professional Experience: Minimum of 5 years overall., • Customer Success Expertise: At least 3 years in a Customer Success role within a SaaS technology company, supporting solutions primarily used by Finance or IT departments and engaging with senior decision-makers such as CFOs, CIOs, or CISOs., • Customer Outcome Management: Demonstrated ability to keep customers focused on achieving their desired business outcomes throughout their initiatives., • Relationship Management: Proven experience in building and managing strong customer relationships., • Finance Process Knowledge: Conceptual understanding of key finance processes Preferred Education and Experience • Education: Degree in Business, Accounting, Finance, Information Technology, or a related field., • Relationship Management: Proven experience in building and managing strong customer relationships., • Consulting Background: Experience in management consulting or technology consulting., • Corporate Performance Management (CPM): Hands-on experience as a Customer Success Manager or in a customer facing position., • CPM Software Expertise: Prior experience with one or more of the following: OneStream, Oracle EPM Suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.), SAP BPC (Outlooksoft), SAP BOFC (Cartesis),IBM Cognos, Anaplan Other CPM solutions Knowledge, Skills, and Abilities • A team player with a bias towards action., • Excellent interpersonal and communication skills., • Professional verbal and written communication skills., • Professional relationship building skills., • Strong ability to problem-solve in a collaborative environment., • Strong organizational and planning skills., • Highly self-motivated and directed., • Keen attention to detail., • Proven analytical, evaluative, and problem-solving abilities., • Exceptional customer service orientation., • Ability to operate in a demanding environment managing simultaneous priorities. Travel Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer). Who We Are OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com. Why Join The OneStream Team • Transparency around corporate structure, salary, and benefits, • Core value of customer success, • Variety of project work (not industry-specific), • Strong culture and camaraderie, • Multiple training opportunities All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship. OneStream is an Equal Opportunity Employer. #LI-KT1 #LI-Remote

Paraplanner – London (Hybrid) – £45,000 \n A fantastic opportunity has arisen for a qualified or part-qualified Paraplanner to join a well-established, fast-growing financial planning firm in London. This is an ideal role for someone looking to take the next step in their career within a supportive, forward-thinking environment. \n You’ll be joining a collaborative team where your expertise will directly contribute to delivering high-quality financial advice and exceptional client outcomes. \n The Role \n As a Paraplanner, you will work closely with Financial Advisers, supporting the end-to-end financial planning process. This is a varied and analytical role with real scope for progression. \n Key responsibilities include: \n\n • Conducting detailed financial analysis to support client recommendations\n, • Gathering and organising client data (income, assets, liabilities, etc.)\n, • Producing suitability reports and investment proposals\n, • Modelling financial planning scenarios using industry software\n, • Researching financial products and investment solutions\n, • Ensuring all work is compliant with FCA regulations\n, • Maintaining accurate and up-to-date client records\n, • Supporting advisers in developing tailored financial strategies\n\n About You \n You’ll be a proactive and detail-oriented professional who thrives in a fast-paced financial planning environment. \n Requirements: \n\n • Level 4 Diploma (CII) achieved or in progress\n, • Experience in a paraplanning or similar financial services role\n, • Strong knowledge of pensions, investments, tax, and protection\n, • Ability to perform basic tax calculations\n, • Excellent organisational skills and ability to manage deadlines\n, • Strong written and verbal communication skills\n\n Desirable: \n\n • Experience with back-office systems such as Intelliflo or Genovo\n, • Ambition to progress towards Chartered status (fully supported)\n\n What’s on Offer \n\n • Salary up to £45,000\n, • Hybrid working model (office + remote flexibility)\n, • Clear progression pathway and ongoing professional development\n, • Support towards further qualifications and Chartered status\n, • Collaborative and supportive team culture\n\n If you’re looking to develop your career in paraplanning within a growing and reputable firm, this is an opportunity not to be missed.

SOX Testing Senior Associate to VP - Investment Bank (equivalent senior manager level - sole contributor) \n Qualified accountant \n From Big 4 or Top 60 Practice auditing FS clients (banks, commodities, brokerage, investment banks, traders), strong SOX \n Client Details \n Global Brokerage house with expanding digital lines \n Solid leadership team, long term vision \n Description \n SOX Testing Senior Associate to VP - Investment Bank \n City of London - 3x days a week in office \n Brokerage - financial services \n \n \n\n • Build and maintain relationships with control owners and key stakeholders across Risk, Treasury, Finance, Operations, and Revenue-Generating Business Functions, developing a strong understanding of business activities and operational processes\n, • \n Review and assess internal control activities across multiple business areas, including: \n\n • Maintaining process documentation and control frameworks to ensure compliance with internal control and regulatory requirements \n • Reviewing and testing controls to assess design and operating effectiveness through ongoing monitoring and periodic evaluation \n • Supporting the implementation, monitoring, and validation of controls designed to mitigate financial reporting risks and strengthen the control environment \n\n • \n Perform scheduled testing of financial control activities relating to balance sheet and profit-and-loss processes, ensuring control owners appropriately consider: \n\n • Compliance with internal control requirements, including end-user computing controls, information used in controls, and management review controls \n The adequacy of systems, processes, and governance arrangements supporting financial reporting and regulatory compliance \n\n • Support annual internal control and compliance testing activities, including application-level controls, third-party assurance reporting, key technology-dependent controls, and coordination with relevant technology and operational teams\n, • Act as a role model by demonstrating high standards of integrity, professionalism, and ethical conduct\n, • Comply with the organisation's Code of Conduct and all relevant policies and procedures\n, • Maintain awareness of and adherence to internal policies relevant to the role and associated responsibilities\n, • Escalate policy breaches, control deficiencies, and compliance concerns through appropriate channels\n, • Promptly identify and escalate risk events and incidents\n, • Contribute to risk management, governance, and control enhancement initiatives as required\n\n \n Profile \n SOX Testing Senior Associate to VP - Investment Bank \n City of London - 3x days a week in office \n Brokerage - financial services \n \n\n • Experience with Internal or external audit preferable as it pertains to SOX compliance - and PCAOB auditing standards\n, • Big 4 Audit or Top 60 Practice - working with relevant Bank, Investment Bank, Capital Markets, Brokerage, Trading clients\n, • Qualified Accountant\n\n Job Offer \n SOX Testing Senior Associate to VP - Investment Bank \n \n\n • Base from £75,000 to £100,000\n, • Exceptional company benefits package (will disclose on application)\n, • Competitive bonus scheme\n

I'm partnering with a large, well-known organisation going through a significant period of change and investment. As the business continues to evolve, reward is becoming an increasingly important part of the agenda, creating an opportunity for someone to genuinely influence how performance is recognised and rewarded across the organisation. \n Working closely with senior leaders, you'll play a key role in shaping bonus and incentive programmes, using data and insight to support business decisions and challenge traditional approaches to reward. A particular focus will be helping thebusiness move beyond purely company-wide performance measures and explore new ways of recognising individual and team contribution. \n What you'll be doing \n\n • Leading reward analysis, modelling and bonus calculations\n, • Supporting the design and development of incentive schemes\n, • Partnering with senior stakeholders across the business\n, • Providing data-driven reward insights and recommendations\n, • Translating complex reward information into practical business decisions\n, • Contributing to a number of exciting reward projects during a period of transformation\n\n About you \n You'll likely come from a Reward background and becomfortable balancing technical reward expertise with strong stakeholder management. \n We're looking forsomeone who can: \n\n • Demonstrate strong reward and compensation experience\n, • Work confidently with data, modelling and financial analysis\n, • Bring experience of bonus and incentive schemes\n, • Influence and engage senior stakeholders\n, • Build credibility and gain buy-in across the business\n, • Combine commercial thinking with a people-focused approach\n\n Why join? \n This is a chance to join a business where reward has real visibility and support from senior leadership. You'll have the opportunity to shape new approaches, work closely with decision-makers and make a tangible impact as the organisation embarks onan exciting new chapter. \n If you're looking for a role that offers autonomy, exposure and the opportunity to help shape the future reward agenda, I'd love to hear from you. \n Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Our client is a leading financial services firm that is making a significant investment in its Market Surveillance function. This is an exciting opportunity to join a growing team that plays a key role in ensuring compliance with market abuse regulations while supporting the firm's commitment to integrity and transparency. \n The Role: \n We are working with our client to recruit an experienced Surveillance Officer at the Associate level. Reporting to the Head of Market Abuse, this role offers broad exposure across the full surveillance lifecycle. From reviewing initial alerts and escalating issues to conducting detailed investigations and submitting STORs to the FCA, this position provides variety and ownership. \n The role also involves monitoring a wide range of products, including Equities (listed, Futures & Options), Commodities (listed/non-physical), and other financial instruments. It is well-suited for individuals who enjoy hands-on work and want to be involved in every stage of the process. \n Key Responsibilities: \n\n • Reviewing alerts generated by surveillance systems and identifying potential issues\n, • Escalating concerns for further investigation when necessary\n, • Conducting detailed investigations into potential market abuse or misconduct\n, • Preparing and submitting Suspicious Transaction and Order Reports (STORs) to the FCA\n, • Monitoring trading activity across a broad range of products, including Equities, Commodities, Futures & Options, and other financial instruments\n, • Collaborating with internal teams to address compliance concerns and improve processes where needed\n\n What We Are Looking For: \n\n • Hands-on experience in market surveillance within financial services\n, • A solid understanding of market abuse regulations and reporting requirements (e.g., STOR submissions)\n, • Familiarity with trading products such as Equities, Commodities, Futures & Options\n, • Strong analytical skills with excellent attention to detail\n, • Clear communication skills-both written and verbal-and the ability to collaborate effectively with others\n\n Preferred Skills: \n\n • Experience using trade surveillance systems like SMARTS, Actimize, or similar platforms\n, • Knowledge of FCA regulations related to market abuse\n, • A proactive approach to problem-solving and improving processes\n\n What's On Offer: \n\n • Salary: Negotiable based on experience at the Associate level\n, • The chance to work in a high-performing team within a respected financial institution\n, • Exposure to a wide range of products and end-to-end involvement in the surveillance lifecycle\n, • A hybrid working model offering flexibility while maintaining collaboration in a City-based office\n\n Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Our client, a well-established UK professional services firm, is looking for a qualified or recently qualified Corporate Tax professional to join their tax department in London and help grow the corporate tax offering to clients. \n Why This Firm \n This is a firm that's growing quickly, with revenue climbing at a strong double-digit rate in its most recent financial year, and it's putting real investment into its people as a result: award-winning development programmes, structured training, and genuine opportunities to progress quickly rather than wait years for the next step up. \n What The Job Actually Involves \n You'll manage the production of corporate tax returns and computations for a portfolio of client companies, alongside assisting on advisory projects for a broader range of corporate clients. You'll be in direct contact with clients around the information they need to provide, their liabilities, upcoming deadlines, returns to be signed off, and any tax planning opportunities worth flagging. \n It's a varied mix of work, covering owner-managed businesses through to small and large international groups, with a genuine split between advisory and compliance work. You'll get exposure to complex tax issues as you go, and the chance to coach and pass on knowledge to more junior members of the team. \n What You'll Need \n\n • CTA, ACA or ACCA qualified, or recently qualified and ready to take the next step\n, • Confidence managing a portfolio of clients directly, including deadlines, liabilities and client communication\n, • Comfortable working across both compliance and advisory tax work\n, • An interest in developing technically and progressing quickly within the firm\n\n What's On Offer \n This role comes with a generous holiday allowance inclusive of bank holidays, with the option to buy or sell additional days. On top of a competitive salary, there's a discretionary annual bonus plus a performance-based award for those who go above and beyond. Core hours offer flexibility, with contracted home-working days each week. There's also free, confidential 24-hour support through an Employee Assistance Programme, including unlimited counselling sessions and virtual GP access extended to your family. \n If you're a Corporate Tax professional looking to build your career with a firm that's genuinely investing in its people, get in touch.

Senior Finance Analyst \n Brent Council \n Ongoing contract \n HA9 0FJ \n £550.00 per day Umbrella \n Your key responsibilities will include: \n\n • Lead the financial management of the company’s capital programme, ensuring accurate monitoring, forecasting, and reporting.\n, • Conducting formal investment appraisals to assess the financial viability of future development opportunities.\n, • Providing strategic financial advice to senior management and the company boards.\n, • Take ownership of liquidity and funding including exploring and negotiating borrowing, grants, capital receipts while ensuring robust risk management.\n, • Developing financial models and projections, including the 30-year business plan, to support decision-making.\n, • Ensuring compliance with relevant statutory financial reporting standards including preparing the capital elements of the Statement of Accounts. Lead on capital-related audit queries while ensuring strong internal controls.\n\n To find out more information please contact Abbie at \n Recruitment is done in line with safe recruitment practices. We are an equal opportunity agency.

Harper May is working with a founder-led technology business that has built a substantial SaaS platform serving the B2B enterprise market. The company is well-funded, operationally mature, and serving a growing customer base across Europe and North America. As the organisation moves toward its next phase-scaling sales infrastructure, expanding into new verticals, and preparing for external capital-the finance function needs reinforcement at leadership level. They are seeking a Head of Finance to drive financial rigour, build commercial capability, and support strategic decision-making. \n The Role \n You will report to the CEO and partner with the commercial and product leadership teams. The Head of Finance owns all aspects of financial planning, reporting, and analysis. This is a role that balances operational leadership-managing systems, controls, and a small team-with strategic input into pricing, customer economics, market expansion, and capital allocation decisions. \n\n • Own financial planning, forecasting, and monthly management reporting with clear commercial narrative\n, • Build and maintain financial controls, audit readiness, and compliance with accounting standards\n, • Lead analysis of customer unit economics, retention, and lifetime value to inform commercial strategy\n, • Work with leadership on scenario planning, fundraising preparation, and investor communication\n, • Manage the finance team and relationships with external advisers and auditors\n, • Provide insight on product roadmap investment, market entry decisions, and operational spending\n\n What we are looking for \n\n • ACA, ACCA, or CIMA qualification\n, • Proven experience in a scaling technology or SaaS business, ideally in a finance leadership role\n, • Strong grasp of SaaS metrics, subscription economics, and growth-stage financial management\n, • Comfortable with strategic finance-comfortable advising on business decisions, not just reporting results\n, • Track record managing small teams and building finance processes from the ground up\n, • Collaborative mindset; ability to communicate financial concepts clearly to non-finance stakeholders\n

\n Finance Business Partner \n \n Salary: £75,000 - £85,000 per annum \n Location: London, Hybrid \n Role type: 12 month fixed term contract \n \n A leading and highly regulated organisation is looking for an experienced Finance Business Partner to join its Finance function for a 12-month maternity cover. \n \n This is a visible and influential role, partnering with senior management and budget holders to provide financial insight, constructive challenge and forward-looking analysis that supports business performance and strategic decision-making. \n \n You will play a key role in strengthening financial accountability, improving management information and ensuring financial decisions are aligned with organisational priorities, governance requirements and value-for-money principles. \n \n The Role \n \n As Finance Business Partner, you will: \n \n\n • Partner with senior stakeholders and budget holders, providing clear and commercially focused financial insight and challenge.\n, • Lead monthly performance reviews, including variance and trend analysis, identifying key risks, opportunities and performance drivers.\n, • Support annual budgeting, in-year forecasting and longer-term financial planning.\n, • Develop financial models and undertake scenario analysis to assess the impact of key decisions, pressures and investment opportunities.\n, • Provide financial input into business cases, investment decisions and wider organisational initiatives.\n, • Develop meaningful KPIs, dashboards and management information to improve visibility and decision-making.\n, • Promote strong financial control and governance, ensuring activity remains within approved budgets and policies.\n, • Contribute to improvements in finance processes, reporting and systems, including the use of automation and business intelligence tools.\n, • Provide ad hoc analysis and support wider Finance and FP&A priorities as required.\n\n \n Essential experience \n \n You will be a fully qualified accountant (ACA, ACCA, CIMA, CIPFA or equivalent) with a minimum of 2 years' post-qualified experience and a strong track record within finance business partnering, FP&A, management reporting or a related commercial finance environment. \n \n\n • Strong experience of budgeting, forecasting, variance analysis and performance reporting.\n, • The ability to translate complex financial and operational information into clear, actionable insight.\n, • Experience supporting strategic planning, business cases, investment appraisal and scenario modelling.\n, • Confidence partnering with senior stakeholders and non-finance colleagues, with the ability to challenge constructively and influence decisions.\n, • Strong Excel and financial systems/data skills, ideally including experience with reporting or business intelligence tools.\n, • A good understanding of financial controls, governance and working within a regulated or accountability-focused environment.\n, • Excellent communication and stakeholder management skills, with the credibility to operate effectively at senior level.\n\n \n If you are a qualified accountant looking for a senior Finance Business Partner position where you can combine commercial insight, financial analysis and strategic stakeholder partnering, we would be keen to hear from you. \n

Advancing People are working with a well-established financial planning practice who are looking to recruit an experienced Paraplanner to join their team on a full time, permanent basis. \n This is an excellent opportunity for an experienced Paraplanner looking to join a professional and client-focused financial planning environment on a remote basis with occasional travel. \n The Role \n As a Paraplanner, you will provide high-quality technical and administrative support throughout the financial advice process, helping to develop and deliver appropriate financial planning solutions for clients. \n You will work closely with the financial adviser and wider practice team, taking responsibility for producing accurate, compliant and client-focused documentation. \n Key Responsibilities include: \n\n • Fully analyse client requirements and accurately record client information.\n, • Research and analyse financial products in line with client objectives.\n, • Construct financial planning solutions across investment, retirement, tax and estate planning.\n, • Produce financial models, illustrations, reports and supporting documentation.\n, • Prepare detailed suitability reports and take responsibility for client files throughout the advice process.\n, • Prepare ongoing advice reviews and investment performance reviews.\n, • Ensure a consistently high standard of client service and attention to detail.\n\n You will ideally have: \n\n • Experience in an SJP Paraplanning role.\n, • Previous experience working within the James's Place environment.\n, • Level 4 Diploma in Financial Planning / PFS qualification, or be actively working towards\n, • Experience across Pension Transfers, Inheritance Tax (IHT) and Investment products.\n, • Up-to-date knowledge of relevant financial services regulation and legislation.\n, • Experience with SOFI and Tweed would be advantageous.\n, • Strong numerical and analytical skills.\n, • Experience producing suitability letters and client-facing documentation.\n, • Strong communication skills and confidence dealing with third parties.\n, • A positive, professional and client-focused approach.\n\n This is a full-time permanent position offering an annual basic salary of up to £45,000 + attractive company benefits \n Remote role with occasional Travel. \n Apply now! \n Advancing People - Recruitment Specialists \n Advancing People Ltd is an Equal Opportunities Employer and acts as both an Employment Business and Employment Agency.

An exciting opportunity has arisen for a commercially focused finance professional to join a large, international organisation operating within a fast-paced logistics and operational environment. This is a highly visible business partnering role, offering significant exposure to senior leadership and the opportunity to influence strategic and operational decision-making across a global network. \n They Key Remits to the role will include; \n \n\n • Lead planning, budgeting and forecasting.\n, • Provide commercial insight and performance analysis.\n, • Drive operational efficiency and cost improvement.\n, • Support investment and strategic decision-making.\n, • Ensure robust financial control and governance.\n, • Develop meaningful performance metrics and reporting.\n, • Champion continuous improvement and automation.\n\n The ideal candidate will be; \n \n\n • ACA, ACCA, CIMA or equivalent.\n, • Proven finance business partnering experience.\n, • Experience in a complex operational environment.\n, • Strong commercial and analytical skills.\n, • Ability to influence and challenge senior stakeholders.\n, • Experience with business cases and investment appraisal.\n, • Excellent communication and stakeholder management.\n, • Proven people leadership and development skills.\n, • Continuous improvement mindset with a focus on automation and efficiency.\n\n If you are a commercially minded finance professional who enjoys partnering with senior stakeholders, driving operational performance and influencing strategic decisions please apply below or email \n \n \n Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

M&A Advisory \n London \n c. £90,000 + bonus + benefits \n Ref: 10549 \n The Opportunity \n An exciting opportunity has arisen to join a highly regarded corporate finance team based in London. The business works with ambitious public and privately owned and companies, providing advice across a range of transactions including acquisitions, disposals, MBOs, MBIs, fundraising and strategic corporate finance. \n Our client is an established UK investment bank with a strong presence both domestically and internationally. They can offer an Associate the opportunity to gain significant exposure to live transactions while working closely with experienced corporate finance professionals and business owners. \n The Role \n This is an ideal opportunity for an experienced corporate financier looking for professional growth and leadership opportunities \n You will be involved across the full transaction lifecycle, including: \n\n • Supporting the execution of M&A and corporate finance transactions\n, • Preparing financial analysis, valuation models and transaction analysis\n, • Producing information memorandums, management presentations and other client materials\n, • Undertaking financial and commercial analysis as part of transaction processes\n, • Supporting due diligence and liaising with clients, advisers and other transaction stakeholders\n, • Working directly with senior members of the team and gaining exposure to clients and business owners\n\n The Candidate \n\n • ACA qualification with 2+ years of M&A lead advisory experience\n, • Strong academic and professional credentials.\n, • Excellent financial analysis and modelling skills\n, • Experience completing multiple buy and/or sell side transactions\n, • Strong communication skills and commercial awareness.\n, • The ambition to develop within a successful and growing advisory business.\n\n How to apply \n If you are looking for a fresh and stimulating opportunity that will fully utilise your considerable skills and experience - then look no further. To apply in confidence please submit a fully detailed CV online detailing your current remuneration package quoting job reference 10549.

Are you a Superstar? Are you the glue that holds everything together? If so, we would like to hear from you. \n A new role has arisen for a skilled and experienced Senior Administrator within a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? This role is not for the feint hearted as this is a pivotal role within the department \n Our client is a leading Wealth Management firm. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a Senior Administrator to join their team. Your role will be to provide full administrative support to a Director. Your role will be to deal with complex and sophisticated clients, manage cases and deal with providers. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. In short….you will be the glue that holds everything together! \n Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial. \n This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London. \n Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning, \n By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Relationship Manager \n London | Permanent | Hybrid | Up to £65,000 + Benefits \n \n An excellent opportunity has arisen for an enthusiastic and commercially minded Relationship Manager to join a growing international financial services firm. \n \n Based in London, the successful candidate will be responsible for managing and developing relationships with existing UK Financial Intermediary clients, while proactively identifying opportunities to grow and expand those relationships. \n \n This is an excellent opportunity for someone with experience in Wealth Management, Platforms or Financial Services who is looking to combine relationship management with a strong commercial and business development focus. \n \n The successful candidate will: \n \n\n • Maintain and develop relationships with a portfolio of UK Financial Intermediary clients, ensuring a consistently high standard of service.\n, • Work closely with internal departments to coordinate service delivery and resolve client requirements effectively.\n, • Identify opportunities to develop and expand existing client relationships and support the execution of growth plans.\n, • Identify and develop cross-selling opportunities across investment solutions, including funds, managed portfolios and bespoke solutions.\n, • Work collaboratively with investment specialists and other internal teams to develop and close commercial opportunities.\n, • Develop a detailed understanding of the firm's wealth platform, including its operational and systems capabilities.\n, • Maintain a strong understanding of the firm's investment solutions and broader proposition.\n, • Contribute to identifying and defining enhancements to the wealth platform to ensure it remains competitive and relevant to the market.\n, • Support marketing and business development activity, including industry conferences, promotional opportunities and client-facing initiatives.\n, • Work closely with senior management to support the continued development and growth of the UK Financial Intermediary business.\n, • Participate in regular relationship management, pipeline and business strategy meetings.\n\n \n The ideal candidate will have: \n \n\n • Ideally 2+ years' experience in Relationship Management or a similar position within Wealth Management, Platforms or Financial Services.\n, • A strong commercial mindset and an ability to identify and pursue sales and growth opportunities.\n, • Excellent communication and interpersonal skills.\n, • The ability to build strong and trusted relationships with both internal and external stakeholders.\n, • Impeccable attention to detail and strong organisational skills.\n, • Excellent time management and the ability to prioritise effectively against deadlines.\n, • The ability to work independently while also contributing effectively as part of a wider team.\n, • Experience participating in commercial and pricing discussions would be advantageous.\n, • Proficiency in Microsoft Word, Excel and Copilot.\n\n \n The Opportunity \n Salary: Up to £65,000 + benefits \n Location: London \n Working pattern: Hybrid \n Contract: Permanent \n \n If you are an experienced Relationship Manager with a background in Wealth Management, Platforms or Financial Services, and are looking for a commercially focused opportunity within a growing international financial services business, please get in touch for a confidential discussion.

Our client, a leading name within global financial services, are seeking a sales-orientated, driven industry professional to join their UK Wealth Management division. \n As a Relationship Manager, you will build strong relationships with new and prospective investment clients. You will expected to provide a first class service to those using our clients' investment platform, and will work with Wealth Managers to help deliver financial planning services and increase market share. \n All applicants must be qualified to a minimum of Level 4. You must be client-centric and have a sales mindset and have relevant industry experience. \n What's on offer? \n\n • Competitive salary £DOE\n, • Excellent benefits package including bonus, generous pension, PMI\n, • Hybrid working (3 days a week from home)\n, • Development pathway into an Wealth Manager\n, • London City offices\n\n Requirements \n Experience in UK Wealth Management environment (Client Services, Relationship Management/ Sales or Technical/Paraplanning) \n Level 4 Diploma - CII, CISI, LIBF all considered

Your new company \n We are partnering with a major international data centre provider, renowned for its extensive global presence and AI-ready infrastructure. Their facilities support organisations in expanding and scaling digital operations across diverse markets worldwide. \n Your new role \n Reporting to the Senior Director of Global Investment \n\n • Partner with development, investment and commercial teams to assess the financial viability of new data centre developments and expansion opportunities.\n, • Conduct investment appraisals, including NPV, IRR, scenario planning and sensitivity analysis, to support capital allocation decisions.\n, • Provide financial insight and commercial challenges for major infrastructure investment opportunities.\n, • Review financing structures, funding strategies and capital deployment across a portfolio of projects.\n, • Evaluate the commercial impact of customer contracts, utilisation assumptions and revenue drivers on asset performance.\n, • Maintain and enhance business cases, incorporating updated market assumptions, actual performance and funding changes.\n, • Monitor asset performance against investment objectives and original valuation assumptions.\n, • Deliver clear financial analysis and recommendations to senior management, executive committees and board stakeholders.\n, • Support interactions with lenders, investors and capital partners through robust financial analysis, reporting and investment materials.\n\n What you'll need to succeed \n\n • Experience within infrastructure, real estate, or asset-intensive investment environments, with strong exposure to project finance and investment appraisal.\n, • A solid understanding of valuation principles and methodologies, with the ability to assess assumptions and provide commercial challenge.\n, • Proven experience reviewing and interpreting financial models, identifying key drivers, risks, and opportunities to support investment decisions.\n, • Strong investment appraisal experience, including evaluating project feasibility, returns, and capital allocation opportunities.\n, • Working knowledge of financial modelling. Advanced model-building expertise is not required, but you must be comfortable reviewing model outputs and challenging underlying assumptions.\n, • Demonstrable experience supporting investment decisions across multiple projects, portfolios, or geographies.\n, • The ability to connect project finance, valuation, and commercial analysis to provide clear recommendations to stakeholders.\n\n What you need to do now \n If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. \n If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. \n Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

An exciting opportunity has arisen for an experienced Finance Business Partner to join a leading London-based university within its Planning and Business Partnering team. This role plays a key part in delivering financial performance and supporting strategic decision-making across academic Schools. \n You will act as a trusted adviser to senior stakeholders, providing high-quality financial insight, driving performance, and supporting the development of a collaborative and forward-thinking financial culture. This is a highly visible role, contributing to planning, budgeting, forecasting and long-term strategic initiatives. \n Role Information: \n\n • Job title: Finance Business Partner\n, • Department: Finance\n, • Salary: £50,000 - £55,000\n, • Location: London (Hybrid working available)\n\n Key Responsibilities: \n Financial Business Partnering & Performance \n\n • Partner with Schools to deliver financial performance in line with the University’s financial plan.\n, • Build strong relationships with senior leaders, influencing outcomes and promoting financial accountability.\n\n Planning, Budgeting & Forecasting \n\n • Lead on budgeting, forecasting and financial planning activities at School level.\n, • Support the production of year-end results and ensure accurate financial reporting.\n, • Provide training and support to budget holders to strengthen financial management capability.\n\n Analysis & Reporting \n\n • Deliver high-quality financial information and insights to senior management and stakeholders.\n, • Produce analysis on areas such as student numbers, staff costs, programme profitability and project performance.\n, • Support business case development through investment appraisal and financial modelling.\n\n Continuous Improvement & Change \n\n • Identify opportunities to improve financial processes and reporting.\n, • Lead on service improvement initiatives and support change management activities.\n, • Drive a culture of continuous improvement, transparency and innovation within Finance.\n\n Candidate Profile: \n\n • Strong experience in financial business partnering, management accounting or similar\n, • Experience in budgeting, forecasting and financial analysis within a complex organisation\n, • Ability to influence and build relationships with senior stakeholders\n, • Strong understanding of financial controls, governance and value for money principles\n, • Excellent analytical, communication and organisational skills\n, • Experience of managing competing priorities and working to tight deadlines\n\n This vacancy will be actively shortlisted, so early applications are encouraged to avoid missing out. \n Venn Group is an equal opportunities employment agency and welcomes applications from all candidates.

Commercial Finance Manager \n Up to £70,000 + Bonus | London | Hybrid Working \n A leading supermarket business is looking to appoint a Commercial Finance Manager to join its commercial finance team. \n This is a high-profile role partnering closely with senior commercial and operational stakeholders, providing the financial insight and challenge needed to drive sales, profitability and informed decision-making across the business. \n The Role \n You will take ownership of commercial analysis and business partnering across a key area of the organisation, with responsibilities including: \n\n • Partnering with senior commercial and operational stakeholders to improve financial performance\n, • Providing insight into sales, margin, costs and profitability\n, • Supporting commercial decisions around pricing, promotions and investment\n, • Leading budgeting, forecasting and performance reporting\n, • Identifying risks, opportunities and areas for profit improvement\n, • Developing robust financial models and scenario analysis\n, • Translating complex financial information into clear commercial recommendations\n, • Challenging performance and influencing stakeholders across the business\n, • Supporting strategic projects and wider commercial initiatives\n\n The Candidate \n We are looking for a commercially focused finance professional who can combine strong analytical capability with excellent stakeholder management skills. \n You will ideally be: \n\n • ACA, ACCA or CIMA qualified\n, • Experienced within supermarkets, grocery, retail, FMCG or another high-volume consumer business\n, • Strong in commercial finance, FP&A or business partnering\n, • Confident working with senior non-finance stakeholders\n, • Highly analytical with the ability to turn data into actionable commercial insight\n, • Comfortable operating in a fast-paced, constantly changing environment\n\n Package \n Salary: Up to £70,000 \n Bonus: Attractive annual bonus \n Working: Hybrid working \n Location: London \n This is an excellent opportunity to join a major consumer-facing business in a genuinely commercial finance position with significant exposure to senior stakeholders and business-wide decision-making.