Product Manager - Financial Management Products
Posted today
Job Viewed
Job Description
We’re Civica, and we create software that helps deliver critical services for citizens all around the world.
From local government, to education, health, and care, over 5,000 public bodies across the globe use our software to provide essential services to over 100 million citizens.
Our aspiration is to be a GovTech champion everywhere we work, supporting the needs of citizens and those who serve them every day. Building on 21 years of continuous growth and success, we're at a pivotal point in our journey to realise that aspiration.
Why you will love this opportunity as Product Manager at Civica
As a Product Manager, you will be responsible for defining the strategic vision for your team driven by Civica’s overall vision and creating product roadmaps that align to Civica’s strategic goals.
You will be responsible for leading other product managers, collaborating with product design, user research, engineering and commercial teams. Overseeing lifecycle management of your product, ensuring alignment with the company’s mission and vision of becoming a global GovTech champion, whilst delivering critical products and services to citizens around the world.
You will be an expert in creating clear and precise customer and outcome focused requirements. You will lead by example and have hands on execution of the product strategy for your product delivery, ensuring that product development practices and roadmaps are aligned to our global vision, to maximise productivity and growth.
What you will do to be successful in this role as Product Manager
Key responsibilities:
- Develop and maintain a deep understanding of customer needs, market trends, and business goals to define and refine the product roadmap
- Work closely with various stakeholders, including engineering, design, marketing, commercial, and customer success teams to ensure successful product development and launch
- Conduct customer interviews, surveys, and market research to gather feedback and insights that inform product decisions
- Hands-on approach to defining and prioritising product requirements to guide the engineering process
- Oversee the entire product development lifecycle, from concept to launch, ensuring timely and successful delivery of product features and releases
- Plan and execute successful product launches collaborating closely with Product Marketing team, including developing launch plans, positioning, and messaging
- Analyse data and metrics to measure product performance, identify areas for improvement, and make informed data-driven product decisions
- Champion a strong culture of knowledge sharing and product decision and design documentation
Requirements
- Strong product management experience, working in a modern software or product led organisation
- Experience operating with Agile development methodologies to manage product development and collaborate with engineering teams
- Ability to navigate and address the complexities of product lifecycle management.
- Strong analytical skills to collect, analyse, and interpret data to inform product decisions and identify market opportunities
- Capable of prioritising features, requirements, and tasks based on customer needs, business goals, and technical feasibility
- Driving force behind building and execute a product roadmap and strategy that aligns with customer needs and company goals
- Ability to work effectively with cross-functional teams, including engineering, design, marketing, sales, and customer success
- Experience crafting compelling stories to communicate product vision, value, and benefits to various stakeholders at different levels
We Want You to Bring Your Whole Self to Work
There is no such thing as the perfect candidate, so if you think you have what it takes but don't necessarily meet every single point on the list above, please still get in touch. We'd love to have a chat and see if you could be a great fit.
Why You'll Love Working with Us
As a company, we're passionate about what we do and the citizens we serve. If you, too, want to champion the use of technology in public services to improve outcomes for citizens and public sector organizations, then Civica is the right place for you. We will help you unlock the best version of yourself, achieve career growth, and make a real difference to people and communities.
We know that when our people are happy, they work better and have greater job satisfaction. Here's what you can expect:
Benefits
Time Off & Work-Life Balance
25 Days Annual Leave + bank holidays – plus the option to buy up to 10 extra days!
Days of Difference – Up to 3 extra days off for volunteering.
Financial Well-being & Security
Pension Contributions – 5% employer match to support your future.
Income Protection – Up to 75% salary cover for long-term illness.
Life Assurance – 4x salary tax-free lump sum.
Critical Illness Cover – £25,000 lump sum (extendable to dependents).
Health & Perks
Private Medical Insurance – Fast access to private healthcare.
Health Cash Plan – Claim back physio, therapies & more.
Dental Insurance – Cover for routine & emergency care.
Affinity Groups – Join employee-led communities.
Bounty Bonus – Refer a friend & get rewarded.
At Civica, we are committed to building an inclusive and diverse workplace where everyone feels valued and supported. We believe that a variety of perspectives drives innovation and excellence, and we welcome applicants from all backgrounds, cultures, and experiences.
We are an equal opportunity employer. We do not discriminate based on race, ethnicity, religion, gender, sexual orientation, disability, age, or any other legally protected characteristic. Our recruitment process is designed to ensure fairness and transparency, so every candidate has an equal chance to contribute to our mission.
If you need any adjustments or accommodations to participate in our recruitment process, please let us know. We are here to support you.
Administrative Assistant in IT Financial Management
Posted 13 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Mitsubishi UFJ Financial Group (MUFG) is one of the worldu2019s leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG has a global network with 1,100 offices in over 40 countries. The Group has over 140,000 employees, offering services including corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking.
The Groupu2019s operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japanu2019s leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japanu2019s largest securities firms.
Financial Management team is a part of the IT Planning, Reporting and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.
**NUMBER OF DIRECT REPORTS**
**MAIN PURPOSE OF THE ROLE**
Financial Management team, IT Planning, Reporting & Administration Gr, governs IT Project budget-related things.
The individual in this role primarily focuses on the former part, i.e. Bank Project Governance, leads the business line with one direct report, and reports to Head of Financial Management team. The main purpose of the role includes:
Defining, establishing, and maintaining the Project governance framework and processes in MUFG Bank EMEA and continually assessing them for more effectiveness and productivity.
Managing IT Investment budgets across EMEA region so as to ensure financial discipline and maximise cost-benefit performance in close liaison with various major stakeholders in EMEA and counterparts in Bank Head Office.
Making effective use of accumulated Project data (e.g. cost owner, agreed cost allocations, etc.), serving as a bridge between Investment and Expense realms.
**KEY RESPONSIBILITIES**
Specifically, you will be accountable and responsible for taking appropriate action with respect to the Companyu2019s and EMEATechnology, including:
Responsible for:
Manage the Bank Project Governance business line in the team
Establish and maintain system investment-related procedures in Bank EMEA
Proactively drive continuous improvement of the relevant processes and procedures (including various workflows) and templates in line with organisational needs
Manage investment budget and funding demands of all Bank system development projects in EMEA in a timely and accurate manner
Scrutinise IT solutions, project plans and development costs through investment project application form review processes, Provide guidance on procedures, processes, tools and techniques. Facilitate collaboration between stakeholders in this respect.
Manage/maintain databases and create reports for decision-making
Support Technology management with ad hoc tasks as and when required
**WORK EXPERIENCE**
Essential:
Demonstrable practical experience with demand and financial planning required; previous experience with PMO/PLC processes and controls beneficial
Preferred:
Experience working in IT department in banking industry
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
Essential
Basic knowledge of IT beneficial
Skills in detailed format checks and checking the consistency of amounts
Preferred:
Advanced Microsoft Office Skills, in particular MS Excel, IT literate
Highly numerate, analytical and logical, with attention to detail and the ability to systematically break apart complex problems
**Education / Qualifications:**
Essential
Degree level education
Preferred:
Preferably degree educated or similar qualification or practical experience
Japanese Language skills beneficial
**Please note MUFG operate a hybrid working policy with 3 days per week in the office.**
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
Administrative Assistant in IT Financial Management
Posted 13 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Mitsubishi UFJ Financial Group (MUFG) is one of the worldu2019s leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG has a global network with 1,100 offices in over 40 countries. The Group has over 140,000 employees, offering services including corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking.
The Groupu2019s operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japanu2019s leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japanu2019s largest securities firms.
Financial Management team is a part of the IT Planning, Reporting and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.
**NUMBER OF DIRECT REPORTS**
**MAIN PURPOSE OF THE ROLE**
Financial Management team, IT Planning, Reporting & Administration Gr, governs IT Project budget-related things.
The individual in this role primarily focuses on the former part, i.e. Bank Project Governance, leads the business line with one direct report, and reports to Head of Financial Management team. The main purpose of the role includes:
Defining, establishing, and maintaining the Project governance framework and processes in MUFG Bank EMEA and continually assessing them for more effectiveness and productivity.
Managing IT Investment budgets across EMEA region so as to ensure financial discipline and maximise cost-benefit performance in close liaison with various major stakeholders in EMEA and counterparts in Bank Head Office.
Making effective use of accumulated Project data (e.g. cost owner, agreed cost allocations, etc.), serving as a bridge between Investment and Expense realms.
**KEY RESPONSIBILITIES**
Specifically, you will be accountable and responsible for taking appropriate action with respect to the Companyu2019s and EMEATechnology, including:
Responsible for:
Manage the Bank Project Governance business line in the team
Establish and maintain system investment-related procedures in Bank EMEA
Proactively drive continuous improvement of the relevant processes and procedures (including various workflows) and templates in line with organisational needs
Manage investment budget and funding demands of all Bank system development projects in EMEA in a timely and accurate manner
Scrutinise IT solutions, project plans and development costs through investment project application form review processes, Provide guidance on procedures, processes, tools and techniques. Facilitate collaboration between stakeholders in this respect.
Manage/maintain databases and create reports for decision-making
Support Technology management with ad hoc tasks as and when required
**WORK EXPERIENCE**
Essential:
Demonstrable practical experience with demand and financial planning required; previous experience with PMO/PLC processes and controls beneficial
Preferred:
Experience working in IT department in banking industry
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
Essential
Basic knowledge of IT beneficial
Skills in detailed format checks and checking the consistency of amounts
Preferred:
Advanced Microsoft Office Skills, in particular MS Excel, IT literate
Highly numerate, analytical and logical, with attention to detail and the ability to systematically break apart complex problems
**Education / Qualifications:**
Essential
Degree level education
Preferred:
Preferably degree educated or similar qualification or practical experience
Japanese Language skills beneficial
**Please note MUFG operate a hybrid working policy with 3 days per week in the office.**
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
Administrative Assistant in IT Financial Management
Posted 10 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Mitsubishi UFJ Financial Group (MUFG) is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG has a global network with 1,100 offices in over 40 countries. The Group has over 140,000 employees, offering services including corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking.
The Group's operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japan's leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japan's largest securities firms.
Financial Management team is a part of the IT Planning, Reporting and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.
**NUMBER OF DIRECT REPORTS**
**MAIN PURPOSE OF THE ROLE**
Financial Management team, IT Planning, Reporting & Administration Gr, governs IT Project budget-related things.
The individual in this role primarily focuses on the former part, i.e. Bank Project Governance, leads the business line with one direct report, and reports to Head of Financial Management team. The main purpose of the role includes:
+ Defining, establishing, and maintaining the Project governance framework and processes in MUFG Bank EMEA and continually assessing them for more effectiveness and productivity.
+ Managing IT Investment budgets across EMEA region so as to ensure financial discipline and maximise cost-benefit performance in close liaison with various major stakeholders in EMEA and counterparts in Bank Head Office.
+ Making effective use of accumulated Project data (e.g. cost owner, agreed cost allocations, etc.), serving as a bridge between Investment and Expense realms.
**KEY RESPONSIBILITIES**
+ Specifically, you will be accountable and responsible for taking appropriate action with respect to the Company's and EMEATechnology, including:
+ Responsible for:
+ Manage the Bank Project Governance business line in the team
+ Establish and maintain system investment-related procedures in Bank EMEA
+ Proactively drive continuous improvement of the relevant processes and procedures (including various workflows) and templates in line with organisational needs
+ Manage investment budget and funding demands of all Bank system development projects in EMEA in a timely and accurate manner
+ Scrutinise IT solutions, project plans and development costs through investment project application form review processes, Provide guidance on procedures, processes, tools and techniques. Facilitate collaboration between stakeholders in this respect.
+ Manage/maintain databases and create reports for decision-making
+ Support Technology management with ad hoc tasks as and when required
**WORK EXPERIENCE**
Essential:
+ Demonstrable practical experience with demand and financial planning required; previous experience with PMO/PLC processes and controls beneficial
Preferred:
+ Experience working in IT department in banking industry
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
Essential
+ Basic knowledge of IT beneficial
+ Skills in detailed format checks and checking the consistency of amounts
Preferred:
+ Advanced Microsoft Office Skills, in particular MS Excel, IT literate
+ Highly numerate, analytical and logical, with attention to detail and the ability to systematically break apart complex problems
**Education / Qualifications:**
Essential
+ Degree level education
Preferred:
+ Preferably degree educated or similar qualification or practical experience
+ Japanese Language skills beneficial
**Please note MUFG operate a hybrid working policy with 3 days per week in the office.**
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Financial Controller - Investment Management
Posted today
Job Viewed
Job Description
Looking for a Financial Controller to join the team within an Investment Management firm, supporting the wider finance function, investment team and the MD.
Responsibilities:
- Coordinate and supervise the accounting processes and, working in partnership with the external SPV administrators and accounting firms, produce accurate and timely information, in particular focusing on:
- Quarterly accounts and investor reporting;
- Transaction and deal support.
- Monitor and review transactions including capital calls, distribution calculations and notices;
- Review management fee and carry calculations;
- Assist with forecasting of liquidity requirements for SPV entities;
- Ensure robust controls around cash movements from SPVs, including working with the asset manager/ property manager to correctly monitor and report cashflows in relation to underlying properties;
- Maintain, establish and implement financial and information reporting systems and comply with reporting frameworks (e.g., IFRS, FRS102) and other relevant legislation.
- Develop an understanding of investment holding structures and ensure these are maintained correctly.
- Work with SPV administrators, accounting firms and auditors for a successful and timely completion of the annual audits by providing support to the external auditors throughout the audit process and carrying out a thorough review of the financial statements for all SPVs.
- Work with the SPV administrators to ensure investors receive timely financial information and reporting.
- Work alongside the Asset Manager/ property manager in relation to financial and compliance matters Management Company group entities
- Supervise and coordinate the external accounting firms in the preparation of the quarterly management accounts, budgets, cash flow forecasts, corporation tax and VAT returns.
Qualifications:
- Bachelor’s or Master’s degree from a top University, ideally Mathematics, Sciences, Engineering, Economics or related disciplines
- 0-2 years PQE working for an investment manager and/or advisory firm, with some of this likely spent in real estate.
- Qualified ACA/ ACCA/ CA
Financial Controller - Investment Management
Posted today
Job Viewed
Job Description
Senior Prudential and Financial Risk Management Auditor
Posted 27 days ago
Job Viewed
Job Description
Hello, we’re Starling. We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way. We’re a fully licensed UK bank with the culture and spirit of a fast-moving, disruptive tech company. We’re a bank, but better: fairer, easier to use and designed to demystify money for everyone. We employ more than 4,000 people across our London, Southampton, Cardiff and Manchester offices.
We're looking for a talented Prudential and Financial Risk Management Senior Auditor to join our growing Internal Audit team.
You should be an experienced Prudential and Financial Risk Management Auditor, ideally with a background working in the banking or regulated financial services sector. You will be passionate about making a real impact to the Bank's controls and business processes because this is key to our mission. With limited supervision, you will be required to develop relationships with management and to plan and execute audits in Prudential and Financial Risk and other areas of Starling Bank.
You will support and help Starling's senior management to protect the assets, reputation and sustainability of Starling as it continues on its growth path and delivers fantastic products and services.
This position focuses on areas such as Prudential, Treasury and Finance (e.g. Regulatory Reporting) and Model Risk management.
What you will be doing
- Contribute to audits over Prudential / Financial Risk, Model Risk management and remediation areas respectively, using the support of Starling's in-house team and co-source providers.
- Undertaking specialist regulatory reviews on areas such as ICAAP/ILAAP documentation, and ALM activities (e.g. IRRBB, Capital etc) and the Resolvability Assessment Framework
- Planning audits, documenting processes to be reviewed, identifying risks and the key actual controls in place to mitigate the identified risks, and attending meetings with internal/external stakeholders
- Document work papers to ensure consistency with audit methodology and quality standards, including formulation of logical and supportable conclusions
- Support the delivery of value-add and insightful audit reports, ensuring factual accuracy is agreed upon and managing stakeholder communications
- Draw and articulate well-formulated conclusions and pragmatic recommendations, as well as inspire and be an agent of positive change throughout Starling
- Build and maintain strong professional relationships at all levels
- Demonstrable influencing and negotiating skills, able to manage challenging conversations and also challenge in a constructive manner to support sustainable growth and ensure appropriate outcomes for our customers
- Liaise with Prudential and Financial Risk management in tracking progress in addressing audit recommendations and confirming their closure
- Develop and maintain broad regulatory knowledge and experience. Stay abreast of business/industry changes and their effect on the team's audit plan, audit methodology and risk assessments
- Contributes proactively to achieving Internal Audit’s performance objectives and works effectively as part of a team
Requirements
- Financial Services experience as an auditor or a strong understanding of audit processes in Financial risk or Treasury such as Liquidity Risk Management and Asset Liability Management
- Experience or exposure to regulatory compliance applicable to UK regulated Banks
- Strong relationship management and influencing skills, coupled with excellent planning and presentation skills
- Experience in delivering integrated audits, supporting business auditors in identifying relevant Prudential / Financial risks and designing appropriate audit techniques
- Good understanding and exposure to the full audit lifecycle including the ability to plan, execute and draft audit findings to a good standard.
- Desire to learn and ability to juggle multiple priorities, overcome challenges and adapt to a fast-paced environment
- Self-starter and can do approach with a level of flexibility to adapt to work in a fast paced, nimble yet highly regulated environment
- Able to work collaboratively in a team environment and confident with agile ways of working
- A good understanding of the 2025 Institute of Internal Auditors (IIA) standards
- Excellent attention to detail, highly organised with a proactive approach
- Broad regulatory knowledge and experience, as well as staying abreast of business/industry changes and their effect on the team's audit plan, audit methodology and risk assessments
Benefits
- 25 days holiday (plus take your public holiday allowance whenever works best for you)
- An extra day’s holiday for your birthday
- Annual leave is increased with length of service, and you can choose to buy or sell up to five extra days off
- 16 hours paid volunteering time a year
- Salary sacrifice, company enhanced pension scheme
- Life insurance at 4x your salary
- Private Medical Insurance with VitalityHealth including mental health support and cancer care. Partner benefits include discounts with Waitrose, Mr&Mrs Smith and Peloton
- Generous family-friendly policies
- Perkbox membership giving access to retail discounts, a wellness platform for physical and mental health, and weekly free and boosted perks
- Access to initiatives like Cycle to Work and Salary Sacrificed Gym partnerships
About Us
You may be put off applying for a role because you don't tick every box. Forget that! While we can’t accommodate every flexible working request, we're always open to discussion. So, if you're excited about working with us, but aren’t sure if you're 100% there yet, get in touch anyway.
We’re on a mission to radically reshape banking – and that starts with our brilliant team. Whatever came before, we’re proud to bring together people of all backgrounds and experiences who love working together to solve problems.
Starling Bank is an equal opportunity employer, and we’re proud of our ongoing efforts to foster diversity & inclusion in the workplace. Individuals seeking employment at Starling Bank are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law.
By submitting your application, you agree that Starling Bank may collect your personal data for recruiting and related purposes. Our Privacy Notice explains what personal information we may process, where we may process your personal information, its purposes for processing your personal information, and the rights you can exercise over our use of your personal information.
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Financial Planning Assistant
Posted today
Job Viewed
Job Description
We are working with a leading wealth management firm based in the heart of London to recruit a Financial Planning Assistant. This is an outstanding opportunity for a highly organised and client-focused professional to join a well-regarded team advising ultra-high-net-worth clients, with portfolios ranging from £1M to over £B.
The successful candidate will work closely with two experienced advisers, supporting the full client lifecycle - from onboarding and ongoing relationship management to preparing review meetings and helping implement complex advice.
Key Responsibilities:
- Act as a key liaison between clients and internal teams, ensuring delivery of an exceptional client experience
- Prepare review meeting packs, attend client meetings, take notes, and manage follow-up actions
- Oversee the implementation of advice, working closely with technical and administrative colleagues
- Support onboarding of new clients, including preparation of proposals and necessary documentation
- Contribute to “shortened advice” cases (e.g. ISAs, pension contributions/withdrawals)
- Maintain accurate records and ensure all CRM systems are up to date
- Own and manage the annual review diary to ensure timely and compliant reviews
- Liaise confidently with clients, internal stakeholders, and external third parties (lawyers, accountants, providers)
What We’re Looking For:
- Minimum of 5 years’ experience in a client support or relationship role within financial planning or private wealth
- Strong communication skills and the confidence to engage with high-net-worth clients and senior professionals
- A high level of attention to detail, organisational ability, and confidence handling numbers
- Desire to progress within financial planning - exam support will be offered
- A team player with a proactive mindset and a genuine interest in building long-term client relationships
Package:
- Salary: £35,000 5,000 depending on experience
- Annual discretionary bonus
- Private Medical Insurance
- Income Protection
- Season Ticket Loan
- Death in Service cover
- Employee Assistance Programme
- Subsidised Gym Membership
- Cycle to Work Scheme
- Hybrid working
This is a brilliant opportunity to join a high-profile wealth management business offering long-term career growth, excellent support, and exposure to some of the most interesting work in the sector.
Financial Planning & Reporting Manager
Posted 11 days ago
Job Viewed
Job Description
Financial Planning & Reporting Manager
5 days a week on site
Based in Blackfriars, London
Paying up to 65,000 based on experience
We're looking for a commercially minded Financial Planning & Reporting Manager to join a busy, fast-growing sales-led organisation.
Reporting to the Associate Director of Finance & Reporting, you'll be building new reporting capabilities from the ground up, delivering high-quality analysis, and giving senior leadership the insights they need to drive performance. You'll be hands-on with budgets, forecasts, monthly reporting, and deep-dive analysis into areas such as new business growth, discount profiles, client retention, and cancellations.
You'll also partner closely with the CFO, the Sales Team, and Group Finance - so relationship-building skills will be just as important as your technical expertise. This is a great opportunity for someone who enjoys combining data-driven analysis with commercial thinking, and who wants to make a visible impact.
What you'll be doing:
- Leading the business planning and forecasting processes
- Preparing monthly management reports with clear, actionable insights
- Supporting annual budgets, quarterly forecasts, KPI tracking, and metrics reporting
- Delivering analysis on new business trends, discounting, retention, cancellations, and client base changes
- Working alongside the leadership team on presentations and strategic discussions
- Business partnering with sales and finance teams to improve commercial performance
- Managing a small team of analysts and sales accountants
What we're looking for:
- Strong Excel skills (ideally including macros and VBA), plus confidence in PowerPoint and Word
- A recognised accountancy qualification (or working towards one)
- Proven analytical ability with a proactive, problem-solving mindset
- The ability to manage deadlines while staying adaptable to changing priorities
- An eagerness to understand complex systems, processes, and the mechanics of a business
- A "can-do" approach and the confidence to turn multiple data inputs into clear, concise information
If you thrive in a fast-paced environment, enjoy turning numbers into stories, and want to be part of a business on a steep growth trajectory, we'd love to hear from you.
50219CH
INDLON
Financial Planning Assistant/Support
Posted 2 days ago
Job Viewed
Job Description
Opportunity: Financial Planning Assistant
Location: central London
Salary: £40K + DOE and bonus/benefits
Are you an experienced Financial Planning Assistant looking to take the next step in your career? Our client, a highly respected and long-established chartered Wealth Management firm is currently seeking a motivated and detail-oriented Financial Planning/Wealth Management professional to become part of a dynamic team, supporting private clients, families, small businesses, and charities across the UK with bespoke and impartial advice.
About the Role
As a Financial Planning Assistant, you will play a key part in delivering an exceptional client experience by providing comprehensive administrative support to advisers and the wider client servicing team. You’ll be instrumental in ensuring smooth day-to-day operations and maintaining the highest compliance standards.
Key Responsibilities Include:
Supporting advisers with administrative tasks including preparing valuations and meeting packs
Submitting new business and managing pipelines, including Letters of Authority and chasing provider information
Liaising with clients and providers, and maintaining CRM and back-office systems
Logging fees/commissions, screening emails and calls, and managing diaries
Acting as a point of contact for client queries
Maintaining compliant client files (including AML documentation)
Preparing basic suitability reports
Supporting with ad-hoc tasks and internal projects
About you:
They are seeking an experienced, talented individual who can hit the ground running, with at least 5 years of experience in a Financial Planning Support/Assistant or similar role within a financial planning environment.
You will possess :
A strong understanding of the financial services industry
Familiarity with FCA regulations, particularly the Code of Conduct (COCON)
Previous experience with Intelliflo (Essential) and moneyinfo (desirable)
High proficiency with Microsoft 365 applications
Excellent communication and interpersonal skills
Strong organisational skills and attention to detail
A proactive mindset and the ability to work both independently and as part of a team
Qualifications & Training:
Ongoing training and development opportunities will be provided post-probation
Commitment to continuous learning and regulatory awareness is essential
Personal Attributes:
Professional and positive attitude
Strong work ethic with a commitment to high standards
Willingness to adapt and take on new challenges
Able to thrive under pressure and manage competing deadlines
CV to