What Jobs are available for Financial Advisory Services in Rochdale?

The National Wealth Fund is recruiting for multiple roles across its Banking & Investments and Portfolio Management teams. These positions offer the opportunity to lead and support complex transactions, manage high-value assets, and shape strategic investment decisions that deliver financial returns and national impact.

Client Details

The National Wealth Fund has a mandate to mobilise 27.8bn of capital to accelerate investment in clean energy, transport, digital infrastructure, water, and waste. With a mission to reduce carbon emissions and stimulate local economic growth, the Fund blends public purpose with private sector rigour, offering a unique platform for professionals to make a lasting impact.

Description

We are hiring across three key roles:

• Assistant Director - Equity (Banking & Investments)
• Salary: 90,000 - 130,000
• Demonstratable experience of leading bespoke private equity transactions, collaborate with co-investors, and drive due diligence and investment approvals. This role requires deep experience in equity investments, including early-stage and high growth transactions, and the ability to structure deals using a full suite of financial products.

• Assistant Director - Portfolio Management
• Salary: 90,000 - 120,000
• As AD you will focus on managing and enhancing NWFs overall portfolio including a number of early stage, high-growth businesses along with providing strategic oversight, mitigate risks, and contribute to the design of portfolio systems. The role demands strong infrastructure portfolio management skills and experience across debt structuring, refinancing, credit analysis, and equity fund management.

• Manager - Portfolio Management
• Salary: 60,000 - 80,000
• Support the active management of debt, equity, and guarantee assets, monitor project progress, and contribute to investment committee reporting. Ideal for candidates with a strong understanding of financial investment products and experience in managing high-value projects. This might be a good fit for Big4 candidates looking to make a move into Portfolio Management.

Asset class: Preferred experience to include deal exposure across Climate Change, Green Steel, Wind, Solar, Carbon Storage, Battery Storage, Hydrogen et al

Private Equity Experience: Transaction experience of products relevant to NWF's offering, including equity, equity funds, fixed and floating loans, guarantees (including inflation-linked debt guarantees), debt structuring, credit analysis, and monitoring/management activities.

Profile

We are looking for individuals with:

• Proven experience in investment, lending, or asset management.
• Strong analytical and financial modelling skills.
• Commercial acumen and the ability to navigate complex transactions.
• Excellent communication and stakeholder management abilities.
• Private Equity Experience: Transaction experience of products relevant to NWF's offering, including equity, equity funds, fixed and floating loans, guarantees (including inflation-linked debt guarantees), debt structuring, credit analysis, and monitoring/management activities.
• Sector experience in infrastructure, energy, transport, or related fields is highly desirable.

Private Equity Experience: Transaction experience of products relevant to NWF's offering, including equity, equity funds, fixed and floating loans, guarantees (including inflation-linked debt guarantees), debt structuring, credit analysis, and monitoring/management activities.

Job Offer

• Salary Range: 60,000 - 130,000 depending on role and experience.
• Bonus: Up to 3 months' salary based on performance.
• Flexible Benefits: 10% of salary (up to 15k) to tailor your package.
• Pension: Up to 20% employer contribution.
• Annual Leave: 30 days plus buy/sell options.
• Hybrid Working: Minimum 3 days/week in Leeds office.
• Additional Perks: Sabbatical leave, volunteering days, professional development support, and cutting-edge tech setup.

This is a unique chance to advance your career in investing and portfolio management within the public sector. If you are based in or near Leeds and meet the criteria, we encourage you to apply today!

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field from a top-tier university.
• Minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or transaction services.
• Proficiency in financial modeling, valuation techniques, and accounting principles.
• Expertise in Microsoft Excel (advanced modeling) and PowerPoint (presentation development).
• Strong analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication and presentation skills.
• Ability to manage multiple projects, work effectively under pressure, and meet tight deadlines.
• High level of integrity, professionalism, and attention to detail.
• Demonstrated interest and understanding of capital markets and corporate finance.
• Previous experience in M&A advisory or capital markets is highly preferred.

Job Title: Financial Inclusion Adviser (Be Wise)

Location: Homebased - Nationwide

Contract & Hours: Full time, maternity cover- October 2025- September 2026

Salary: £30,000 - £34,066 per annum pro rata

About the role:

Reporting into the Financial Inclusion Team Leader, you will provide high-quality advice and support to residents, applicants and colleagues on welfare rights, affordability, energy issues and financial inclusion. You will help maximise income by supporting residents to make benefit claims or challenge decisions, advocating with stakeholder organisations when residents are unable to pursue matters themselves, assisting residents with budgeting, and signposting to relevant debt or energy support agencies. In doing so, you will support residents to feel more secure in their homes while also helping Anchor to sustain tenancies and minimise arrears.

This role is central to Anchor's commitment to ensuring residents can access consistent, specialist advice at every stage of their housing journey. You will also deliver training to colleagues to improve awareness of welfare benefits and build confidence in supporting residents.

Duties and responsibilities include:

• Provide advice, representation and advocacy on welfare benefits and financial inclusion in line with agreed procedures and quality standards.
• Manage a complex caseload, ensuring accurate case recording and timely outcomes.
• Support residents and colleagues to maximise income and manage affordability through benefit checks and income and expenditure assessments.
• Deliver training and guidance to colleagues on welfare benefits and financial inclusion issues.
• Contribute to Anchor maintaining its Advice Quality Standard accreditation.
• Provide generalist advice on energy efficiency, and advocate on behalf of residents who are unable to communicate independently with their utility providers to resolve disputes.
• Promote Anchor's reputation through the provision of valued, high-quality advice.

About you

You will have:

• Specialist knowledge of welfare benefits, including entitlements, application processes and challenging decisions.
• Experience providing advice in a customer-focused environment.
• Experience supporting vulnerable people facing challenges such as poor health or low literacy.
• Experience managing a complex benefits caseload and meeting outcome targets.
• Ability to carry out income and expenditure assessments to support affordability.
• Ability to explain complex benefit issues clearly and empathetically.
• Strong written communication skills for correspondence with DWP, local authorities and appeals.
• Confidence to deliver training and guidance to colleagues.
• Good IT skills (Word, Excel, Outlook, MS Teams) to support case recording, clear communication and effective record keeping.
• Experience handling confidential information appropriately.

If you would like to learn more about Anchor's Housing Service division, please copy and paste the following link into a new web browser , where you will be able to find details of typical roles we recruit, as well as example role profiles.

Anchor – a great place to work

Anchor is England's largest not-for-profit providers of care and housing for older people. Our heartfelt ambition is to transform housing and care so everyone can have a home where they love living in later life.

We're not-for-profit which means every penny we make or save is invested in the people who live with us, the places they live and the people who work here. That means a better standard of care and customer service, better wages, more investment in training and development and improved facilities.

Our values

Every one of us can make a difference to our residents and play a part in shaping homes and services around their needs.

Our Anchor values of being Accountable, Respectful, Courageous and Honest apply to us all, whether you manage colleagues as part of your role or not.

Displaying our values can influence those around us to do the same. We can all be leaders at Anchor and should all be driven by the same customer ethos. Our Anchor Leadership Framework helps align these values with the skills and behaviours we demonstrate.

A rewarding environment

From health and happiness to finance and your career, we'll give you all the support you need.

Health & happiness

• Gym, fitness and wellbeing discounts
• Mental health support
• Flexible working options
• Access to online GP appointments

Finance

• Pension plan – contribute between 4% and 8% and we'll match it or better
• Quick and easy pension transfer service
• Savings and financial advice, loans, free life assurance
• Discounts on shopping, holidays, phones, technology and more

Career

• Ongoing personal and professional development programme
• Leadership Pathways online learning resources
• Career progression and promotion opportunities

To see our full range of benefits, check out our dedicated being well website Please follow the link or copy and paste into your browser

Celebrating diversity, celebrating you

Anchor is proud to be an equal opportunity employer. We aim to celebrate diversity and inclusion in all that we do, as we know that the more diverse our colleagues are, the better care and support we can give to our residents and each other.

We are proud to have an LGBT+ group for our residents, and also Disability, LGBT+ and race and ethnicity colleague networks. These work to celebrate diversity, address concerns, review policy and practice and empower their members. We also have an Inclusive Ambassador network to allow all colleagues to be part of promoting diversity and to be an ally to others.

We are a Gold Standard Inclusive Employer, a Stonewall Diversity Champion, Menopause Friendly and a signatory to the Care Leaver Covenant, HouseProud Pledge and Age Friendly Employer Pledge schemes.