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1x Permanent, Full Time 1x 18 Months Fixed Term Contract The objective of the Client Relationship Management team is to maintain a trusted, collaborative, and sustainable partnership with our Partner Funds as we see change in their strategic objectives, the regulatory environment, and political landscape. Being the first point of contact for clients, a key part of the team's role is to represent their needs and continuously challenge Border to Coast to provide better levels of service. The key responsibilities of the function are as follows: High-quality customer experience - being responsible for the day-to-day relationship with our Partner Funds and their first point of contact, a key part of the team's role is to provide a high quality customer experience across all aspects of interaction; Supporting effective oversight - with overall responsibility for reporting and leading on presentations with our Partner Funds, we ensure that our clients have the means to carry out effective oversight of Border to Coast Customer focused collaboration - we work to understand our customer's needs and objectives to ensure solutions are designed in collaboration with our Partner Funds, thus enabling the development of the partnership. The team is central to the organisation, working with senior leadership and other functions to ensure the voice of the Customer is shared and understood across teams. About the Role: As an Assistant Client Relationship Manager, you will be critical the day-to-day management of our Clients. You'll provide support to our Client Relationship Managers as they work to development long-term trusted client relationships. You'll liaise directly with our Clients, attend Client meetings and coordinate and draft regular updates to our Partner Funds covering a range of investment topics. You'll work with Investment and Operations colleagues to respond to Client requests in a timely and efficient manner, tracking the progress of requests for the purposes of internal reporting. You will also support the ongoing maintenance of our CRM system, ensuring information on our Clients and our interactions is accessible on a single platform. You'll support in the management of stakeholders throughout the launch process of new funds, including attendance and support at Client workshops, and assist in the production of internal management information. You will take part in a structured programme of training to learn the fundamentals of our organisation, our Clients and our solutions, building a broad knowledge of investments, the LGPS and relationship management. Central to the organisation, you will interact with individuals across a range of teams and provide training to our graduates as part of their rotation into the team. About You: This is the perfect opportunity for someone who is looking to further develop their career within investments, pensions and relationship management. You should have strong interpersonal, communication and presentation skills as well as the ability to develop and maintain strong internal and customer relationships. You will have strong skills in time management, attention to detail and accuracy as well as analytical skills and the ability to understand and evaluate financial data. You will be strong in time management, with the ability to manage multiple customer requests, projects and priorities and basic knowledge of financial markets, investment products and asset management. Educated to degree level and preferably working towards an investments or finance qualification, it would be great if you have existing experience in a customer related role within the investments, actuarial or financial services industry or have in-house investments experience with a pension scheme. With high levels of integrity and trustworthiness, you'll have the ability to hold open, honest and productive conversations internally and with Clients. You'll be comfortable using spreadsheet software such as Microsoft Excel, to collect, sort and evaluate data. You should also have collaboration and teamwork skills to effectively obtain inputs and work together with other functions. Presentation skills to create and deliver effective presentations is desirable, as is knowledge of pensions, pension schemes and the LGPS. About Us: Border to Coast Pensions Partnership is a collaboration of 11 Local Government Pension Funds with a total asset value of c.£60 billion (as of the 31st of March 2023). Border to Coast is a FCA regulated investment company created to pool the investments of like-minded Local Government Pension Scheme (LGPS) funds - our 'Partner Funds'. Established in 2018, we are the largest LGPS pools in the UK, and the largest UK asset manager outside London and Edinburgh. Our purpose is to make a difference for the Local Government Pension Scheme. We seek to do this by providing cost-effective, innovative, and responsible investment opportunities that deliver returns over the long-term. This is on behalf of the more than 1.1 million LGPS members, 2,800 local participating employers, and the millions of taxpayers associated with our Partner Funds. Since launch, Border to Coast has been awarded 'Best Pool of the Year' at the LAPF Investment Awards three years out of four, most recently won the 'Pool Innovation of the Year' and named at the Professional Pensions UK Pensions Awards as 'Equity' and 'Alternatives Manager of the Year'. Closing Date - 24th May 2024
Search are currently partnering a highly profitable, PE backed business based in Leeds to assist in hiring a newly created role of Head of Management Accounts Reporting into the Head of Finance you will oversee the production of management accounts and associated KPI schedules and drive the mining, consolidation, interrogation and presentation of key data across the division alongside managing a number of management accountants. Key responsibilities: Production & review of monthly management accounts with supporting KPI data Interrogate all relevant operational data streams to produce insightful analytics Financial planning and forecasting Oversee integrity of nominal ledgers and balance sheet accuracy Lead, manage, develop and motivate the finance team Prepare and deliver the relevant departmental management information relevant to budget holders Cash flow forecasting and cash management Assist with year-end statutory audit To be considered for the role: Qualified Accountant (ACCA, CIMA, ACA) Advanced excel skills Previous experience of leading a small team Strong commercial acumen & demonstrable examples of business partnering finance & non-finance stakeholders Salary: £55,000 - £65,000 Bonus Hybrid working Strong private pension Onsite parking Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Portfolio are proud to be exclusively representing our award-wining, multinational Professional services client in their search for a Head of Retention and Growth. This is a brand-new role, created due to the growth and success of the team in their Global Headquarters based in the heart of Manchester. The successful candidate for this role will have significant experience with an operational / retention background working with senior leadership and cross-functional teams to improve retention and operational growth. Reporting to the Director of Operations the successful candidate will have experience of working within a client experience & retention team. They will have worked with sales targets for retention and growth. They will be confident to project manage large volumes of retention successes, as well as being able to identify insights that can help develop future client growth. The role will also require you to lead a team of Client Experience Account Managers and Retention Specialists and your focus will be to retain more of our existing client base and add growth. The Head of Growth and Retention will also be responsible for: Manage the core metrics linked to client retention and client cancellation requests. Identifying recurring trends, for example, non-usage cancellation requests Daily team management, conducting regular individual and team reviews and identify training needs and ensure that training is subsequently undertaken and service delivery improvements are made Monitor and review client retention reasons to escalate and identify as areas for improvement Producing regular reports and dashboards to the Operations Director and Senior Leadership teams on overall retention performance. Job Goals and Metrics To ensure that client retention is maintained at a minimum agreed figure To ensure client requests are contacted within 24hrs Individual and overall Team performance is regularly monitored To monitor and review client retention interactions to ensure they are dealt with professionally, courteously and in a timely manner with a root cause analysis undertaken To produce dashboards and reports, highlighting retention figures, SLA adherence This position has a high level of visibility across the organisation, and you will need to be a strong leader who is able to communicate clearly and compellingly at all levels of the company. You will be joining a high growth business and we are therefore looking for. New innovative ideas to improve client retention and growth. A "can-do" attitude. Ability to work in a fast-paced environment with strong time management skills. The ability to present complex information in a clear and concise manner to a variety of audiences. Highly collaborative approach, with the ability to work in a fast passed environment. Excellent People Management Skills. A dynamic and flexible approach, as well as the ability to work under pressure. 47077BG INDMANS
The Head of Finance will be responsible for overseeing, organising, and managing the financial operations and strategy for Habasit UK. The role requires proven leadership skills, a strong understanding of finance, and the ability to contribute to the growth and success of the business by supporting the MD with strategic financial advice and input. Client Details Habasit is a world-leading manufacturer of belting solutions with 75 years of experience in the industry. They have a global presence in over 70 countries and a diverse team of professionals that employs over 3,800 people around the world. Description The mission of the Head of Finance is to be the Business Partner & advisor to the Managing Director / Head of Market Area, working closely with the Finance Manager and the Head of Region (HOR) to take responsibility for the complete financial management, control, and reporting for Habasit (UK) Limited - Selling Unit and Production Unit. Support the Finance Manager in managing the Finance team, developing individuals within the teams. Ensure financial information produced is accurate, timely and in accordance with region, & Group regulations. Produce financial information that will facilitate challenge to all areas of the business to improve profitability. Assist in managing an effective relationship with external financial bodies e.g. auditors, banking providers and third-party financial advisors. Challenge status quo within all areas of the business improving flexibility, responsiveness, value creation and efficiency of business through business control, financial control, and planning. Introduce change to work processes. Leadership of local finance function. Profile Your Education and Experience Finance Qualification required (ACA, ACCA or CIMA), possessing a broad base of post qualification experience coupled with exposure to operating at Head of Finance level. Minimum of Advanced IT skills, especially Microsoft. Your Personality Strong link to Habasit Core Values. Leadership (high social competencies, able to motivate and effectively drive people). Deep knowledge (identifying and pitching new ideas). Customer insights (entrepreneurial attitude, curious, business driven). Service orientation (natural networker and think in game changing solutions). Innovation (never sit on the sidelines and feel comfortable on the frontier, taking unconventional paths to achieve goals). Job Offer Habasit offer an attractive place to work and personal development in an empowered working culture. You will benefit from the expertise and opportunities of a solid global group of companies and the reputation of its products. This role is based in Elland, with a hybrid working pattern on offer. Is this role for you? If you are eager to join a dynamic, innovative, and diverse team and to quickly progress while making a difference in an impact-oriented culture, then the Head of Finance role could be a great fit.