45 St James S Place Wealth Management jobs in London
Portfolio Management Officer
London, London
Altum Consulting
Posted today
Job Viewed
Job Description
We are supporting a leading organisation in the appointment of a Portfolio Management Officer within their centralised transformation function.
This role will be dedicated to managing an enterprise-wide transformation portfolio, ensuring governance, prioritisation, and value delivery across a variety of programmes and initiatives. Acting as a gatekeeper for quality assurance throughout the project lifecycle, you will work closely with colleagues across the business to support robust business cases, cost/benefit analysis, and successful adoption of change.
- Maintaining and quality-controlling the integrated transformation roadmap.
- Supporting governance through stage gate processes and business planning.
- Preparing portfolio reporting and governance materials.
- Challenging assumptions on costs/benefits to ensure sound decision-making.
- Identifying and managing dependencies and risks across initiatives.
- Building strong cross-functional relationships to support project success.
You will have experience in PMO and/or portfolio planning, strong communication and stakeholder management skills, and the ability to work independently in a fast-paced environment. Proficiency in MS Office is essential, with knowledge of PPM tools, Agile/Waterfall methodologies, and business case development desirable.
This is an excellent opportunity to play a pivotal role in shaping portfolio governance and contributing to the success of a high-profile transformation function within a collaborative and forward-thinking organisation.
This advertiser has chosen not to accept applicants from your region.
0
Transformation Management Office - Portfolio Management Lead
London, London
McDonald's
Posted 12 days ago
Job Viewed
Job Description
Company Description:
About Us
McDonald's has run its business in the UK since 1974 and currently operates over 1500 restaurants across the UK and Ireland, serving almost four million customers each day. McDonald's is one of the UK's largest private sector employers, employing over 170,000 people.
Hybrid Working
This role is based in our East Finchley office working 3 days in the office and 2 days remotely
Job Description:
The Opportunity
We are excited to appoint a Transformation Management Office (TMO) Portfolio Management Lead for UK & Ireland to manage a portfolio of programs and projects for the market, coordinating and streamlining immediate activities and acting as a governance body overseeing the overarching Transformation plan.
You will be 100% dedicated to portfolio management efforts related to Enterprise Transformation and will work across functions, programs, projects and initiatives to plan and govern an integrated management approach. This will include providing strategic alignment, execution excellence and management of all transformation programmes being delivered within the UK&I market.
This individual will develop and uphold programme and project management governance standards and processes as defined by the Global and UK&I Transformation Management Offices. This role aims to ensure the alignment of market transformation with enterprise goals and priorities, solving and advocating for market-specific nuances and challenges (e.g., capacity / resourcing). The role will also drive transformation in connection with other local priorities, projects and business-as-usual activities.
What will my accountabilities be?
+ Leads the Portfolio team: Manages the team and produces regular updates on the progress of defined KPIs to ensure it is on track.
+ Market Alignment:
+ + Coordinate market transformation across business functions to ensure alignment and delivery of the Accelerating the Arches vision across the three strategic advantages - Consumer, Restaurant, Company.
+ Collaborate closely with the Transformation Director UKI and Global Enterprise Transformation Office to seamlessly integrate and execute programs, such as GBS, ArchOS, MCX, etc. in market.
+ Integrated Market Roadmap:
+ Build and maintain the UK&I Transformation Plan - a forward-looking prioritised list of projects to be delivered over the next 3 years.
+ Drive the integration of the market roadmap with broader functional teams (e.g. Technology, National Operations) and ongoing change control in alignment with governance and process.
+ Governance & Oversight:
+ Management of all in-flight programs and projects in accordance with the Transformation plan across all functional areas, including:
+
+ + Work with Head of Project Delivery to triage and escalate risks and proactively resolve issues;
+ Continuously evaluate and refine the Transformation roadmap, adapting plans to accommodate changing priorities, resources, or external factors;
+ Manage the Change Control Process ensuring that all changes go through the appropriate governance and sign-off depending on their size; and
+ Ensure that all Governance forums in the Enterprise Transformation Office structure are operating effectively.
+ Capacity Planning and Execution Management: Alongside the Head of Project Delivery, understand resource and skill needs of market personnel to support transformation initiatives. Support mobilisation of in-market teams for each initiative in partnership with global programs (part-time SMAs, full-time, backfills, etc.).
+ Cross-Functional Stakeholder Management and Escalation: Act as key liaison with various stakeholders, including Global, segment and market leadership to drive alignment. Escalate key issues and risks as needed. Partner with Change Management & Project Delivery teams to foster buy-in across teams and with 3rd parties (Suppliers, Franchisees) and effectively communicate progress and key changes throughout the transformation.
+ Ensure Maximum Return on Investment: Support the Transformation Office with ensuring that the projects being delivered within the UK&I Transformation portfolio represent the greatest return on investment for the organisation and the fullest alignment to the strategic drivers.
+ Integrated Dependency Management: Identify, track and resolve the top-level dependencies between all in-flight projects and programs. Facilitate horizontal coordination among market teams to promote a shared understanding of interdependencies.
+ Impactful & Value Adding Reporting: Produce high quality reporting information as input to key governance sessions. Ensures all reporting is accurate and value adding for senior stakeholders, with a focus on any action required or decisions that need to be made.
+ Provide outside-in perspectives on best practices: Provide regular outside-in perspectives on best practices and approaches to achieving successful business transformation through Portfolio Management and drive a spirit of continuous improvement.
What Team will I be a part of?
You will be part of the Strategy, Insights and Transformation team in the UK&I market and will work within the Transformation team, reporting directly to the Transformation Director. This teams connect people across our business to focus on delivering the right projects, in the best way, to achieve our business goals. It proactively and independently challenges and innovates, working diligently to improve the way we work and deliver change as a business. You will be required to work collaboratively with colleagues right across the business and with external partners to amplify the impact you can have. This is a truly exciting time to lead the Transformation team and collaborate across the business to influence the outcomes for change.
Who are my customers?
Given the central nature of the role, your 'customers' are wide and varied. With engagement and influencing being strengths, you will also have the emotional intelligence and flexibility in thinking and acting to engage with relevancy and authenticity at every level. Your key customers (not exclusive) include:
+ Transformation Management Office - retain alignment and report on delivery of the Accelerating the Arches vision.
+ UK&I Change Steering Group - use governance optimally to hold the business to account.
+ Project leads - advocate and demonstrate innovative and agile ways of executing change.
+ UK&I Communications team - ensure our strategic storytelling is simple, clear and consistent.
+ Franchisees - collaborate and value them as a business partner and change enabler.
+ Suppliers and partners - demonstrate our scale through smart partnering and resource sharing.
+ Restaurants - making sure that in whatever we do we stay grounded and keep it real.
Qualifications:
What background do I need to have?
What You Need To Succeed (minimum Qualifications)
Educations & Certifications:
+ Bachelor's degree in business management, or related field. Desirable: Master's degree education.
+ Project Mgmt. Professional (PMP®) Certified
Skills and Experience:
Project Management:
+ Managing and optimising program and project teams, and/or executing Change or Transformation projects for clients and business customers in relevant industries. This will include being able to effectively communicate complex project management processes in simple language as well as being able to win buy-in to the required changes
+ Designing and executing project plans & managing budgets
Alignment with Corporate Strategy:
+ Aligns with other PMO Leads and other project delivery stakeholders across the business to prioritise initiatives.
Stakeholder Management:
+ Ability to establish and maintain strong relationships while working in a matrixed environment across complex stakeholders and drive alignment to transformation.
+ Strong communication skills, both written and verbal, with the ability to make the complicated simple
Excellent Execution:
+ Monitors performance metrics and adjusts processes & priorities as needed.
+ Drives continuous improvement and best practices.
Personal Qualities:
+ Resilient and adaptable, able to work in ambiguous situations
+ Collaborative and customer-driven approach
+ Adept at role modelling new behaviours, mindsets and ways of working
+ Willingness and ability to live the McDonald's values every day: Serve, Inclusion, Integrity, Community, and Family.
Additional Information:
Company Vision and Culture
Our Global vision is to build a better McDonald's and in the UK and Ireland we are working hard to be the UK & Irelands best-loved restaurant company.
McDonald's is defined by its culture. Our culture shapes and informs everything we think and everything we do. Our culture influences the way we interact with each other, and how we interact with customers, franchisees and suppliers. Our culture motivates and inspires us to attract and retain great talent, creating positive, energising, exceptional working environment for us all.
Our values drive our culture and shape our beliefs, our priorities and our actions. They influence the decisions we make, how we treat one another and how we show up as a brand to the world.
Serve: We put our customers and our people first
Inclusion: We open our doors to everyone
Integrity: We do the right thing
Community: We are good neighbours
Family: We get better together
At McDonald's we are People from all Walks of Life.
People are at the heart of everything we do, and they make the McDonald's experience. We embrace diversity and are committed to creating an inclusive culture that means people can be their best authentic self in our restaurants and offices, which helps us to better serve our customers. We have a strong heritage of diversity and representation within our communities, which we are proud of. The diversity of our people, customers, Franchisees and suppliers gives us strength.
We do not tolerate inequality, injustice or discrimination of any kind. These are hugely important issues and a brand with our reach and relevance means we have a very meaningful role to play.
We also recognise our responsibility as a large employer to continue being active in our communities, helping to develop skills and drive aspirations that will help people to be more aware of the world of work and more successful within it, whether with McDonald's or elsewhere."
#LI-Hybrid
Requsition ID: REF9168J_
About Us
McDonald's has run its business in the UK since 1974 and currently operates over 1500 restaurants across the UK and Ireland, serving almost four million customers each day. McDonald's is one of the UK's largest private sector employers, employing over 170,000 people.
Hybrid Working
This role is based in our East Finchley office working 3 days in the office and 2 days remotely
Job Description:
The Opportunity
We are excited to appoint a Transformation Management Office (TMO) Portfolio Management Lead for UK & Ireland to manage a portfolio of programs and projects for the market, coordinating and streamlining immediate activities and acting as a governance body overseeing the overarching Transformation plan.
You will be 100% dedicated to portfolio management efforts related to Enterprise Transformation and will work across functions, programs, projects and initiatives to plan and govern an integrated management approach. This will include providing strategic alignment, execution excellence and management of all transformation programmes being delivered within the UK&I market.
This individual will develop and uphold programme and project management governance standards and processes as defined by the Global and UK&I Transformation Management Offices. This role aims to ensure the alignment of market transformation with enterprise goals and priorities, solving and advocating for market-specific nuances and challenges (e.g., capacity / resourcing). The role will also drive transformation in connection with other local priorities, projects and business-as-usual activities.
What will my accountabilities be?
+ Leads the Portfolio team: Manages the team and produces regular updates on the progress of defined KPIs to ensure it is on track.
+ Market Alignment:
+ + Coordinate market transformation across business functions to ensure alignment and delivery of the Accelerating the Arches vision across the three strategic advantages - Consumer, Restaurant, Company.
+ Collaborate closely with the Transformation Director UKI and Global Enterprise Transformation Office to seamlessly integrate and execute programs, such as GBS, ArchOS, MCX, etc. in market.
+ Integrated Market Roadmap:
+ Build and maintain the UK&I Transformation Plan - a forward-looking prioritised list of projects to be delivered over the next 3 years.
+ Drive the integration of the market roadmap with broader functional teams (e.g. Technology, National Operations) and ongoing change control in alignment with governance and process.
+ Governance & Oversight:
+ Management of all in-flight programs and projects in accordance with the Transformation plan across all functional areas, including:
+
+ + Work with Head of Project Delivery to triage and escalate risks and proactively resolve issues;
+ Continuously evaluate and refine the Transformation roadmap, adapting plans to accommodate changing priorities, resources, or external factors;
+ Manage the Change Control Process ensuring that all changes go through the appropriate governance and sign-off depending on their size; and
+ Ensure that all Governance forums in the Enterprise Transformation Office structure are operating effectively.
+ Capacity Planning and Execution Management: Alongside the Head of Project Delivery, understand resource and skill needs of market personnel to support transformation initiatives. Support mobilisation of in-market teams for each initiative in partnership with global programs (part-time SMAs, full-time, backfills, etc.).
+ Cross-Functional Stakeholder Management and Escalation: Act as key liaison with various stakeholders, including Global, segment and market leadership to drive alignment. Escalate key issues and risks as needed. Partner with Change Management & Project Delivery teams to foster buy-in across teams and with 3rd parties (Suppliers, Franchisees) and effectively communicate progress and key changes throughout the transformation.
+ Ensure Maximum Return on Investment: Support the Transformation Office with ensuring that the projects being delivered within the UK&I Transformation portfolio represent the greatest return on investment for the organisation and the fullest alignment to the strategic drivers.
+ Integrated Dependency Management: Identify, track and resolve the top-level dependencies between all in-flight projects and programs. Facilitate horizontal coordination among market teams to promote a shared understanding of interdependencies.
+ Impactful & Value Adding Reporting: Produce high quality reporting information as input to key governance sessions. Ensures all reporting is accurate and value adding for senior stakeholders, with a focus on any action required or decisions that need to be made.
+ Provide outside-in perspectives on best practices: Provide regular outside-in perspectives on best practices and approaches to achieving successful business transformation through Portfolio Management and drive a spirit of continuous improvement.
What Team will I be a part of?
You will be part of the Strategy, Insights and Transformation team in the UK&I market and will work within the Transformation team, reporting directly to the Transformation Director. This teams connect people across our business to focus on delivering the right projects, in the best way, to achieve our business goals. It proactively and independently challenges and innovates, working diligently to improve the way we work and deliver change as a business. You will be required to work collaboratively with colleagues right across the business and with external partners to amplify the impact you can have. This is a truly exciting time to lead the Transformation team and collaborate across the business to influence the outcomes for change.
Who are my customers?
Given the central nature of the role, your 'customers' are wide and varied. With engagement and influencing being strengths, you will also have the emotional intelligence and flexibility in thinking and acting to engage with relevancy and authenticity at every level. Your key customers (not exclusive) include:
+ Transformation Management Office - retain alignment and report on delivery of the Accelerating the Arches vision.
+ UK&I Change Steering Group - use governance optimally to hold the business to account.
+ Project leads - advocate and demonstrate innovative and agile ways of executing change.
+ UK&I Communications team - ensure our strategic storytelling is simple, clear and consistent.
+ Franchisees - collaborate and value them as a business partner and change enabler.
+ Suppliers and partners - demonstrate our scale through smart partnering and resource sharing.
+ Restaurants - making sure that in whatever we do we stay grounded and keep it real.
Qualifications:
What background do I need to have?
What You Need To Succeed (minimum Qualifications)
Educations & Certifications:
+ Bachelor's degree in business management, or related field. Desirable: Master's degree education.
+ Project Mgmt. Professional (PMP®) Certified
Skills and Experience:
Project Management:
+ Managing and optimising program and project teams, and/or executing Change or Transformation projects for clients and business customers in relevant industries. This will include being able to effectively communicate complex project management processes in simple language as well as being able to win buy-in to the required changes
+ Designing and executing project plans & managing budgets
Alignment with Corporate Strategy:
+ Aligns with other PMO Leads and other project delivery stakeholders across the business to prioritise initiatives.
Stakeholder Management:
+ Ability to establish and maintain strong relationships while working in a matrixed environment across complex stakeholders and drive alignment to transformation.
+ Strong communication skills, both written and verbal, with the ability to make the complicated simple
Excellent Execution:
+ Monitors performance metrics and adjusts processes & priorities as needed.
+ Drives continuous improvement and best practices.
Personal Qualities:
+ Resilient and adaptable, able to work in ambiguous situations
+ Collaborative and customer-driven approach
+ Adept at role modelling new behaviours, mindsets and ways of working
+ Willingness and ability to live the McDonald's values every day: Serve, Inclusion, Integrity, Community, and Family.
Additional Information:
Company Vision and Culture
Our Global vision is to build a better McDonald's and in the UK and Ireland we are working hard to be the UK & Irelands best-loved restaurant company.
McDonald's is defined by its culture. Our culture shapes and informs everything we think and everything we do. Our culture influences the way we interact with each other, and how we interact with customers, franchisees and suppliers. Our culture motivates and inspires us to attract and retain great talent, creating positive, energising, exceptional working environment for us all.
Our values drive our culture and shape our beliefs, our priorities and our actions. They influence the decisions we make, how we treat one another and how we show up as a brand to the world.
Serve: We put our customers and our people first
Inclusion: We open our doors to everyone
Integrity: We do the right thing
Community: We are good neighbours
Family: We get better together
At McDonald's we are People from all Walks of Life.
People are at the heart of everything we do, and they make the McDonald's experience. We embrace diversity and are committed to creating an inclusive culture that means people can be their best authentic self in our restaurants and offices, which helps us to better serve our customers. We have a strong heritage of diversity and representation within our communities, which we are proud of. The diversity of our people, customers, Franchisees and suppliers gives us strength.
We do not tolerate inequality, injustice or discrimination of any kind. These are hugely important issues and a brand with our reach and relevance means we have a very meaningful role to play.
We also recognise our responsibility as a large employer to continue being active in our communities, helping to develop skills and drive aspirations that will help people to be more aware of the world of work and more successful within it, whether with McDonald's or elsewhere."
#LI-Hybrid
Requsition ID: REF9168J_
This advertiser has chosen not to accept applicants from your region.
1
Senior Project Manager, Practice Lead, Portfolio Management
London, London
NTT America, Inc.
Posted 12 days ago
Job Viewed
Job Description
**Make an impact with NTT DATA**
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Additional Career Level Description:**
**Knowledge and application:**
+ Applies advanced wide-ranging experience and in-depth professional knowledge to develop and resolve complex models and procedures in creative way; Directs the application of existing principles and guides development of new policies and ideas; Determines own methods and procedures on new assignments
**Problem solving:**
+ Understands and works on complex issues where analysis of situation or data requires an in-depth evaluation of variable factors, solutions may need to be devised from limited information; Exercises judgment in selecting methods, evaluating, adapting of complex techniques and evaluation criteria for obtaining results.
**Interaction:**
+ Frequently advises key people outside own area of expertise on complex matters, using persuasion in delivering messages .
**Impact:**
+ Develops and manages operational initiatives to deliver tactical results and achieve medium-term goals.
**Accountability:**
+ May be accountable through team for delivery of tactical business targets; Work is reviewed upon completion and is consistent with departmental objectives.
**Workplace type** **:**
Hybrid Working
**About NTT DATA**
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
**Equal Opportunity Employer**
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Additional Career Level Description:**
**Knowledge and application:**
+ Applies advanced wide-ranging experience and in-depth professional knowledge to develop and resolve complex models and procedures in creative way; Directs the application of existing principles and guides development of new policies and ideas; Determines own methods and procedures on new assignments
**Problem solving:**
+ Understands and works on complex issues where analysis of situation or data requires an in-depth evaluation of variable factors, solutions may need to be devised from limited information; Exercises judgment in selecting methods, evaluating, adapting of complex techniques and evaluation criteria for obtaining results.
**Interaction:**
+ Frequently advises key people outside own area of expertise on complex matters, using persuasion in delivering messages .
**Impact:**
+ Develops and manages operational initiatives to deliver tactical results and achieve medium-term goals.
**Accountability:**
+ May be accountable through team for delivery of tactical business targets; Work is reviewed upon completion and is consistent with departmental objectives.
**Workplace type** **:**
Hybrid Working
**About NTT DATA**
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
**Equal Opportunity Employer**
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.
This advertiser has chosen not to accept applicants from your region.
2
Geo Strategist, Europe North & West, Regional Portfolio Management - EMEA
London, London
Amazon
Posted 12 days ago
Job Viewed
Job Description
Description
Work hard, have fun, make history. That's what we do every day at Amazon. Global Real Estate and Facilities (GREF) in the Europe, Middle East, and Africa (EMEA) region manages an extensive corporate office portfolio encompassing approximately 10 million rentable square feet (RSF) spread over 43 countries, 86 cities, and 139 buildings. Currently, GREF's EMEA operations are organized into nine distinct areas to efficiently serve its diverse customer base, including various business teams, leaders, and vendors who utilize Amazon's corporate offices. Looking ahead to 2025, GREF plans to restructure its services to align more closely with major Amazon organizations such as AWS, Stores, Devices, and FGBS. This strategic realignment will consolidate the existing nine areas into five geographical regions or "Geos," mirroring the operational and reporting structures of Amazon's key business units.
Amazon's GREF team is seeking a Geo Strategist, a leader who will be expected to align real estate strategy to business needs in partnership with key GREF Stakeholders and maintain a customer centric approach. The role will partner with all Amazon teams and functions such as PP, PR, TRAD (Talent Research & Development), along with internal GREF teams, such as Global Business Partnering, Space and Occupancy planning, and Design and Construction, to support the implementation of workplace design, space, and strategic needs for the Geo in order to support business requirements. This role will support GEO 2: Europe North & West, which will oversee 6 countries, 17 cities, 30 buildings, and 2.1 MM RSF. This position requires the candidate to be based within this specific geo, facilitating direct and efficient support for GREF's operations in the region.
The optimal candidate is an experienced and engaging professional who will excel within an entrepreneurial culture - providing vision, leadership, and communication - not afraid to dive deep into details and take ownership. They should also understand the nuance of being approachable and consultative- providing direction/recommendations and fostering transparent relationships. The candidate must be able to balance frugality with creativity in offering solutions and approach problem-solving with an emphasis on root cause. An ideal candidate is able to navigate high level of ambiguity and demonstrate a bias for action, taking calculated risks in a fast-paced environment.
Key job responsibilities
- Develop and lead the implementation of strategic initiatives to support business requirements
- Write documents and provide writing support in line with Amazon standards
- Supporting in person and remote meetings with internal GREF stakeholders and customers
- Collaborate with global business partnering and business leaders to understand their real estate and portfolio needs, ensuring these requirements are accurately captured and addressed
- Collaborate with a variety of stakeholders, including but not limited to, Amazon Financial Planning & Analysis (FP&A), Finance Leaders, and PXT to validate headcount data (i.e., forecasted demand)
- Maintain clear and consistent communication with business units, providing updates and addressing any concerns or questions related to real estate and portfolio matters
- Work in a matrix reporting structure, encompassing both dotted and hard reporting lines
- Cross functionally engage and coordinate with Regional Portfolio Strategist
Basic Qualifications
- Significant experience of program or project management
- Significant experience developing real estate strategies, working in space planning, occupancy planning, program management or customer experience
Preferred Qualifications
- Experience using data and metrics to determine and drive improvements
- Experience owning program strategy, end-to-end delivery, and communicating results to senior leadership
- Customer-experience focused; consistently exceeding expectations and prioritizing customer needs
- Exhibit excellence in reporting; capable of synthesizing complex information into clear, actionable insights
- Communicates effectively with stakeholders at all levels, providing regular updates and maintaining transparency
- While independent and self-driven, values collaboration, working effectively with cross-functional teams to achieve common goals
- Problem-solving mindset: actively seeking opportunities to identify and address areas for improvement
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Work hard, have fun, make history. That's what we do every day at Amazon. Global Real Estate and Facilities (GREF) in the Europe, Middle East, and Africa (EMEA) region manages an extensive corporate office portfolio encompassing approximately 10 million rentable square feet (RSF) spread over 43 countries, 86 cities, and 139 buildings. Currently, GREF's EMEA operations are organized into nine distinct areas to efficiently serve its diverse customer base, including various business teams, leaders, and vendors who utilize Amazon's corporate offices. Looking ahead to 2025, GREF plans to restructure its services to align more closely with major Amazon organizations such as AWS, Stores, Devices, and FGBS. This strategic realignment will consolidate the existing nine areas into five geographical regions or "Geos," mirroring the operational and reporting structures of Amazon's key business units.
Amazon's GREF team is seeking a Geo Strategist, a leader who will be expected to align real estate strategy to business needs in partnership with key GREF Stakeholders and maintain a customer centric approach. The role will partner with all Amazon teams and functions such as PP, PR, TRAD (Talent Research & Development), along with internal GREF teams, such as Global Business Partnering, Space and Occupancy planning, and Design and Construction, to support the implementation of workplace design, space, and strategic needs for the Geo in order to support business requirements. This role will support GEO 2: Europe North & West, which will oversee 6 countries, 17 cities, 30 buildings, and 2.1 MM RSF. This position requires the candidate to be based within this specific geo, facilitating direct and efficient support for GREF's operations in the region.
The optimal candidate is an experienced and engaging professional who will excel within an entrepreneurial culture - providing vision, leadership, and communication - not afraid to dive deep into details and take ownership. They should also understand the nuance of being approachable and consultative- providing direction/recommendations and fostering transparent relationships. The candidate must be able to balance frugality with creativity in offering solutions and approach problem-solving with an emphasis on root cause. An ideal candidate is able to navigate high level of ambiguity and demonstrate a bias for action, taking calculated risks in a fast-paced environment.
Key job responsibilities
- Develop and lead the implementation of strategic initiatives to support business requirements
- Write documents and provide writing support in line with Amazon standards
- Supporting in person and remote meetings with internal GREF stakeholders and customers
- Collaborate with global business partnering and business leaders to understand their real estate and portfolio needs, ensuring these requirements are accurately captured and addressed
- Collaborate with a variety of stakeholders, including but not limited to, Amazon Financial Planning & Analysis (FP&A), Finance Leaders, and PXT to validate headcount data (i.e., forecasted demand)
- Maintain clear and consistent communication with business units, providing updates and addressing any concerns or questions related to real estate and portfolio matters
- Work in a matrix reporting structure, encompassing both dotted and hard reporting lines
- Cross functionally engage and coordinate with Regional Portfolio Strategist
Basic Qualifications
- Significant experience of program or project management
- Significant experience developing real estate strategies, working in space planning, occupancy planning, program management or customer experience
Preferred Qualifications
- Experience using data and metrics to determine and drive improvements
- Experience owning program strategy, end-to-end delivery, and communicating results to senior leadership
- Customer-experience focused; consistently exceeding expectations and prioritizing customer needs
- Exhibit excellence in reporting; capable of synthesizing complex information into clear, actionable insights
- Communicates effectively with stakeholders at all levels, providing regular updates and maintaining transparency
- While independent and self-driven, values collaboration, working effectively with cross-functional teams to achieve common goals
- Problem-solving mindset: actively seeking opportunities to identify and address areas for improvement
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
This advertiser has chosen not to accept applicants from your region.
3
Middle East & Africa Portfolio Strategist , GREF - Regional Portfolio Management EMEA
London, London
Amazon
Posted 12 days ago
Job Viewed
Job Description
Description
Are you ready to shape the future of Amazon's Middle East & Africa (MEA) corporate office portfolio? As a MEA Portfolio Strategist, you'll drive sustainable and employee-centric real estate strategies across 13 countries, optimizing our 1.1MM RSF portfolio. In this role, you'll have the opportunity to make a significant impact on Amazon's MEA real estate landscape. You'll collaborate with cross-functional teams to develop innovative strategies that align with business needs and support our commitment to sustainability. Your expertise will be crucial in creating workplaces that foster health, wellness, connection, and innovation for Amazon employees across the region.
Day to day you will collaborate with regional key-stakeholders to develop and implement portfolio-wide MEA transaction strategies, present recommendations to regional leadership supporting portfolio optimization and growth, champion sustainable practices, including 'Green Leasing' initiatives, and engage in cross-regional knowledge sharing and best practice implementation.
Key job responsibilities
- Create 10-year city-wide Masterplan frameworks providing a holistic long-term strategic vision that aligns with broader Amazon goals within an urban, developmental policies and trends (geopolitical, social and economic) context.
- Lead engagement and alignment with regional leadership on strategy paper deliverables, looking ahead 3-6-9 months. Ensure alignment of strategic recommendations and facilitate transition over to Transaction Management to execute.
- Own the Critical Lease Events within region, ensuring timely Plan of Record decisions in alignment with key stakeholders over a rolling 36-month time horizon.
- Leverage technology to enhance decision-making through real estate research and analytics.
- Support the development of best practices to drive performance across the portfolio.
- Collaborate with AMER and APAC peers to ensure consistency and the sharing of best practices and lessons learned.
- Support the GREF Spend Approval process in line with Amazon's Spend & Transaction Policy.
- Work in a matrix reporting structure, encompassing both dotted and hard reporting lines.
- Ensure 100% procedural compliance at all times.
About the team
We're a diverse and inclusive group of professionals passionate about real estate and innovation. Our team values collaboration, creativity, and continuous learning. We work together to support Amazon's growth while maintaining a supportive and engaging work environment.
Basic Qualifications
- Significant professional experience in a corporate real estate strategic consulting environment
- Bachelor's degree or higher with relevant professional qualifications
- Proficiency in productivity software, including Microsoft Office suite and Smartsheet
Preferred Qualifications
- Strong communication and writing skills
- Ability to influence peers and stakeholders
- Problem-solving skills in ambiguous situations
- Knowledge of MEA real estate markets and trends
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Are you ready to shape the future of Amazon's Middle East & Africa (MEA) corporate office portfolio? As a MEA Portfolio Strategist, you'll drive sustainable and employee-centric real estate strategies across 13 countries, optimizing our 1.1MM RSF portfolio. In this role, you'll have the opportunity to make a significant impact on Amazon's MEA real estate landscape. You'll collaborate with cross-functional teams to develop innovative strategies that align with business needs and support our commitment to sustainability. Your expertise will be crucial in creating workplaces that foster health, wellness, connection, and innovation for Amazon employees across the region.
Day to day you will collaborate with regional key-stakeholders to develop and implement portfolio-wide MEA transaction strategies, present recommendations to regional leadership supporting portfolio optimization and growth, champion sustainable practices, including 'Green Leasing' initiatives, and engage in cross-regional knowledge sharing and best practice implementation.
Key job responsibilities
- Create 10-year city-wide Masterplan frameworks providing a holistic long-term strategic vision that aligns with broader Amazon goals within an urban, developmental policies and trends (geopolitical, social and economic) context.
- Lead engagement and alignment with regional leadership on strategy paper deliverables, looking ahead 3-6-9 months. Ensure alignment of strategic recommendations and facilitate transition over to Transaction Management to execute.
- Own the Critical Lease Events within region, ensuring timely Plan of Record decisions in alignment with key stakeholders over a rolling 36-month time horizon.
- Leverage technology to enhance decision-making through real estate research and analytics.
- Support the development of best practices to drive performance across the portfolio.
- Collaborate with AMER and APAC peers to ensure consistency and the sharing of best practices and lessons learned.
- Support the GREF Spend Approval process in line with Amazon's Spend & Transaction Policy.
- Work in a matrix reporting structure, encompassing both dotted and hard reporting lines.
- Ensure 100% procedural compliance at all times.
About the team
We're a diverse and inclusive group of professionals passionate about real estate and innovation. Our team values collaboration, creativity, and continuous learning. We work together to support Amazon's growth while maintaining a supportive and engaging work environment.
Basic Qualifications
- Significant professional experience in a corporate real estate strategic consulting environment
- Bachelor's degree or higher with relevant professional qualifications
- Proficiency in productivity software, including Microsoft Office suite and Smartsheet
Preferred Qualifications
- Strong communication and writing skills
- Ability to influence peers and stakeholders
- Problem-solving skills in ambiguous situations
- Knowledge of MEA real estate markets and trends
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
This advertiser has chosen not to accept applicants from your region.
4
Middle East & Africa Portfolio Strategist ,GREF u2013 Regional Portfolio Management EMEA
London, London
Amazon
Posted 13 days ago
Job Viewed
Job Description
Description
Are you ready to shape the future of Amazonu2019s Middle East & Africa (MEA) corporate office portfolio? As a MEA Portfolio Strategist, youu2019ll drive sustainable and employee-centric real estate strategies across 13 countries, optimizing our 1.1MM RSF portfolio. In this role, you'll have the opportunity to make a significant impact on Amazon's MEA real estate landscape. You'll collaborate with cross-functional teams to develop innovative strategies that align with business needs and support our commitment to sustainability. Your expertise will be crucial in creating workplaces that foster health, wellness, connection, and innovation for Amazon employees across the region.
Day to day you will collaborate with regional key-stakeholders to develop and implement portfolio-wide MEA transaction strategies, present recommendations to regional leadership supporting portfolio optimization and growth, champion sustainable practices, including 'Green Leasing' initiatives, and engage in cross-regional knowledge sharing and best practice implementation.
Key job responsibilities
Create 10-year city-wide Masterplan frameworks providing a holistic long-term strategic vision that aligns with broader Amazon goals within an urban, developmental policies and trends (geopolitical, social and economic) context.
Lead engagement and alignment with regional leadership on strategy paper deliverables, looking ahead 3-6-9 months. Ensure alignment of strategic recommendations and facilitate transition over to Transaction Management to execute.
Own the Critical Lease Events within region, ensuring timely Plan of Record decisions in alignment with key stakeholders over a rolling 36-month time horizon.
Leverage technology to enhance decision-making through real estate research and analytics.
Support the development of best practices to drive performance across the portfolio.
Collaborate with AMER and APAC peers to ensure consistency and the sharing of best practices and lessons learned.
Support the GREF Spend Approval process in line with Amazonu2019s Spend & Transaction Policy.
Work in a matrix reporting structure, encompassing both dotted and hard reporting lines.
Ensure 100% procedural compliance at all times.
About the team
We're a diverse and inclusive group of professionals passionate about real estate and innovation. Our team values collaboration, creativity, and continuous learning. We work together to support Amazon's growth while maintaining a supportive and engaging work environment.
Basic Qualifications
Significant professional experience in a corporate real estate strategic consulting environment
Bachelor's degree or higher with relevant professional qualifications
Proficiency in productivity software, including Microsoft Office suite and Smartsheet
Preferred Qualifications
Strong communication and writing skills
Ability to influence peers and stakeholders
Problem-solving skills in ambiguous situations
Knowledge of MEA real estate markets and trends
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region youu2019re applying in isnu2019t listed, please contact your Recruiting Partner.
Are you ready to shape the future of Amazonu2019s Middle East & Africa (MEA) corporate office portfolio? As a MEA Portfolio Strategist, youu2019ll drive sustainable and employee-centric real estate strategies across 13 countries, optimizing our 1.1MM RSF portfolio. In this role, you'll have the opportunity to make a significant impact on Amazon's MEA real estate landscape. You'll collaborate with cross-functional teams to develop innovative strategies that align with business needs and support our commitment to sustainability. Your expertise will be crucial in creating workplaces that foster health, wellness, connection, and innovation for Amazon employees across the region.
Day to day you will collaborate with regional key-stakeholders to develop and implement portfolio-wide MEA transaction strategies, present recommendations to regional leadership supporting portfolio optimization and growth, champion sustainable practices, including 'Green Leasing' initiatives, and engage in cross-regional knowledge sharing and best practice implementation.
Key job responsibilities
Create 10-year city-wide Masterplan frameworks providing a holistic long-term strategic vision that aligns with broader Amazon goals within an urban, developmental policies and trends (geopolitical, social and economic) context.
Lead engagement and alignment with regional leadership on strategy paper deliverables, looking ahead 3-6-9 months. Ensure alignment of strategic recommendations and facilitate transition over to Transaction Management to execute.
Own the Critical Lease Events within region, ensuring timely Plan of Record decisions in alignment with key stakeholders over a rolling 36-month time horizon.
Leverage technology to enhance decision-making through real estate research and analytics.
Support the development of best practices to drive performance across the portfolio.
Collaborate with AMER and APAC peers to ensure consistency and the sharing of best practices and lessons learned.
Support the GREF Spend Approval process in line with Amazonu2019s Spend & Transaction Policy.
Work in a matrix reporting structure, encompassing both dotted and hard reporting lines.
Ensure 100% procedural compliance at all times.
About the team
We're a diverse and inclusive group of professionals passionate about real estate and innovation. Our team values collaboration, creativity, and continuous learning. We work together to support Amazon's growth while maintaining a supportive and engaging work environment.
Basic Qualifications
Significant professional experience in a corporate real estate strategic consulting environment
Bachelor's degree or higher with relevant professional qualifications
Proficiency in productivity software, including Microsoft Office suite and Smartsheet
Preferred Qualifications
Strong communication and writing skills
Ability to influence peers and stakeholders
Problem-solving skills in ambiguous situations
Knowledge of MEA real estate markets and trends
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region youu2019re applying in isnu2019t listed, please contact your Recruiting Partner.
This advertiser has chosen not to accept applicants from your region.
5
Middle East & Africa Portfolio Strategist ,GREF u2013 Regional Portfolio Management EMEA
London, London
Amazon
Posted 13 days ago
Job Viewed
Job Description
Description
Are you ready to shape the future of Amazonu2019s Middle East & Africa (MEA) corporate office portfolio? As a MEA Portfolio Strategist, youu2019ll drive sustainable and employee-centric real estate strategies across 13 countries, optimizing our 1.1MM RSF portfolio. In this role, you'll have the opportunity to make a significant impact on Amazon's MEA real estate landscape. You'll collaborate with cross-functional teams to develop innovative strategies that align with business needs and support our commitment to sustainability. Your expertise will be crucial in creating workplaces that foster health, wellness, connection, and innovation for Amazon employees across the region.
Day to day you will collaborate with regional key-stakeholders to develop and implement portfolio-wide MEA transaction strategies, present recommendations to regional leadership supporting portfolio optimization and growth, champion sustainable practices, including 'Green Leasing' initiatives, and engage in cross-regional knowledge sharing and best practice implementation.
Key job responsibilities
Create 10-year city-wide Masterplan frameworks providing a holistic long-term strategic vision that aligns with broader Amazon goals within an urban, developmental policies and trends (geopolitical, social and economic) context.
Lead engagement and alignment with regional leadership on strategy paper deliverables, looking ahead 3-6-9 months. Ensure alignment of strategic recommendations and facilitate transition over to Transaction Management to execute.
Own the Critical Lease Events within region, ensuring timely Plan of Record decisions in alignment with key stakeholders over a rolling 36-month time horizon.
Leverage technology to enhance decision-making through real estate research and analytics.
Support the development of best practices to drive performance across the portfolio.
Collaborate with AMER and APAC peers to ensure consistency and the sharing of best practices and lessons learned.
Support the GREF Spend Approval process in line with Amazonu2019s Spend & Transaction Policy.
Work in a matrix reporting structure, encompassing both dotted and hard reporting lines.
Ensure 100% procedural compliance at all times.
About the team
We're a diverse and inclusive group of professionals passionate about real estate and innovation. Our team values collaboration, creativity, and continuous learning. We work together to support Amazon's growth while maintaining a supportive and engaging work environment.
Basic Qualifications
Significant professional experience in a corporate real estate strategic consulting environment
Bachelor's degree or higher with relevant professional qualifications
Proficiency in productivity software, including Microsoft Office suite and Smartsheet
Preferred Qualifications
Strong communication and writing skills
Ability to influence peers and stakeholders
Problem-solving skills in ambiguous situations
Knowledge of MEA real estate markets and trends
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region youu2019re applying in isnu2019t listed, please contact your Recruiting Partner.
Are you ready to shape the future of Amazonu2019s Middle East & Africa (MEA) corporate office portfolio? As a MEA Portfolio Strategist, youu2019ll drive sustainable and employee-centric real estate strategies across 13 countries, optimizing our 1.1MM RSF portfolio. In this role, you'll have the opportunity to make a significant impact on Amazon's MEA real estate landscape. You'll collaborate with cross-functional teams to develop innovative strategies that align with business needs and support our commitment to sustainability. Your expertise will be crucial in creating workplaces that foster health, wellness, connection, and innovation for Amazon employees across the region.
Day to day you will collaborate with regional key-stakeholders to develop and implement portfolio-wide MEA transaction strategies, present recommendations to regional leadership supporting portfolio optimization and growth, champion sustainable practices, including 'Green Leasing' initiatives, and engage in cross-regional knowledge sharing and best practice implementation.
Key job responsibilities
Create 10-year city-wide Masterplan frameworks providing a holistic long-term strategic vision that aligns with broader Amazon goals within an urban, developmental policies and trends (geopolitical, social and economic) context.
Lead engagement and alignment with regional leadership on strategy paper deliverables, looking ahead 3-6-9 months. Ensure alignment of strategic recommendations and facilitate transition over to Transaction Management to execute.
Own the Critical Lease Events within region, ensuring timely Plan of Record decisions in alignment with key stakeholders over a rolling 36-month time horizon.
Leverage technology to enhance decision-making through real estate research and analytics.
Support the development of best practices to drive performance across the portfolio.
Collaborate with AMER and APAC peers to ensure consistency and the sharing of best practices and lessons learned.
Support the GREF Spend Approval process in line with Amazonu2019s Spend & Transaction Policy.
Work in a matrix reporting structure, encompassing both dotted and hard reporting lines.
Ensure 100% procedural compliance at all times.
About the team
We're a diverse and inclusive group of professionals passionate about real estate and innovation. Our team values collaboration, creativity, and continuous learning. We work together to support Amazon's growth while maintaining a supportive and engaging work environment.
Basic Qualifications
Significant professional experience in a corporate real estate strategic consulting environment
Bachelor's degree or higher with relevant professional qualifications
Proficiency in productivity software, including Microsoft Office suite and Smartsheet
Preferred Qualifications
Strong communication and writing skills
Ability to influence peers and stakeholders
Problem-solving skills in ambiguous situations
Knowledge of MEA real estate markets and trends
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region youu2019re applying in isnu2019t listed, please contact your Recruiting Partner.
This advertiser has chosen not to accept applicants from your region.
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6
Financial Planning Assistant
London, London
mbf
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.
This advertiser has chosen not to accept applicants from your region.
7
Corporate and Portfolio Fund Management Lawyer
London, London
Taylor Root
Posted today
Job Viewed
Job Description
PE Fund looking to appoint a Corporate and Portfolio Management Lawyer.
This is an exciting opportunity to join the investment team in a newly created front office role to support the day-to-day management of the funds at various stages of the investment life cycle for this successful and growing fund.
Seeking a versatile Corporate M&A lawyer (from 4 years’ PQE) with an appetite to broaden their practice including, commercial, DP, employment, IP, fundings, compliance and regulatory matters across European jurisdictions.
You will have trained and qualified at a top City law firm, have over 4 years’ PQE with excellent technical corporate M&A grounding and with solid experience supporting portfolio companies. Experience of Infrastructure Funds is helpful but not essential, as is In-house experience. A pragmatic and commercial approach is key.
This is a rare opportunity to join a dynamic fund and work alongside a lean but supportive legal function in the investment team. Interesting and sustainability-focussed work on offer plus excellent work/life balance and package.
This advertiser has chosen not to accept applicants from your region.
8
Financial Planning & Reporting Manager
EC1 London, London
The Portfolio Group
Posted 10 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
This advertiser has chosen not to accept applicants from your region.
9