Overview of salaries statistics of the profession "Investment Director in UK"

Company Secretary - Investment Trusts Job description Role summary: This is a full time position and will involve a large element of client contact, particularly at fund board level as well as with senior members of staff within our client base. Key responsibilities: Arranging and attendance at client board & shareholder meetings; Preparation of board packs for distribution in advance of board meetings; Liaison with Directors, Investment Advisors, other service providers and Shareholders to arrange relevant meetings and resolutions; Drafting minutes of client board and Post meeting preparation, including Matters Arising, filing of Companies House documentation, NSM filing, RNS notifications as required; Making statutory filings and regulatory notifications on behalf of client; Generally maintaining the statutory records of client entities; Ensuring that entities administered are operating within the scope of their Memorandum and Articles of Association, Committee Terms of Reference, law, regulation, FCA and stock exchange obligations; Maintaining meeting and corporate reporting schedules; Coordinating the production of Annual and Interim reports; Drafting of corporate governance reports for board meetings and Annual and Interim reports; Arranging D&O insurance; Ensure client websites are maintained Undertake other ad hoc work such as Board and service provider evaluations; production of additional circulars, IPO documentation and all other work deemed necessary in order to satisfy the needs of a listed fund. Requirements Skills / Experience: 5+ years post qualification experience; Listed company experience, Experience with listed funds (investment trusts, real estate investment trusts, VCTS) is desirable but not necessary; Preferably CGI (formerly known as ICSA) qualified or ACCA / ICAEW qualified accountant with relevant company secretarial experience; Understanding of company secretarial aspects of listed entities on the London Stock Exchange; Full working knowledge and understanding of relevant company law; Knowledge and understanding of regulations that are applicable to listed companies; Full working knowledge of stock exchange requirements in London and other appropriate exchanges, such as Euronext; Understanding of other applicable regulations including DTR and MAR; Understanding of corporate governance principles and be able to adopt a professional yet commercial approach to the application of corporate governance within entities under administration; Excellent organisational skills; Excellent Microsoft Office skills; Experience of using Board communication portals such as Diligent, Virtual Boardroom, Convene; Confident in abilities to communicate verbally and in writing. #LI-Hybrid #LI-TM1

Support the business' strategic goals, taking a project-based approach and working with the appropriate senior leads and business partners to ensure the key work streams are driving the transformational change expected and are supportive of the customer proposition.Working collaboratively with the Head of Delivery and Delivery Director to effectively track project costs for technology projects, manage month-end capital accruals with clear understanding of year to date and year to go spend.Business Partner to the Transformation Office, through provision of monthly reporting for project spend with associated benefits to date, forecast spend and benefits and decision support for the prioritisation process.Key support to the governance process for value streams, ensuring investment appraisals are done to a high standard and post investment reviews are conducted.Drive management action, financial control and robust decision making to ensure strong ROI on all investments and key learnings are captured through the post investment reviews.Professional Qualification (ACCA,CIMA or equivalent)Excellent commercial acumen - ability to understand the business objectives and focus activity to yield the greatest Commercial benefitDynamic and results-driven individual with high levels of energy, flexibility and commitmentAn effective communicator with excellent presentation skills and gravitas; articulate and persuasive; able to build strong relationships and influence across the business at all levelsEmbraces change and seeks and encourages fresh ideas in an ever-changing environment. Ability to support colleagues to adapt to change across the businessAn ability to thrive in a fast-paced and pressurised environmentAn ability to analyse complex data to inform decision makingA proven track record of high performance in a commercial finance business partnering roleExperience of good cross-functional working

Joining this firm as a Senior Manager you will bring your career background as an all-round accounts, tax, audit etc adviser to sole traders, partnerships and mix of limited company OMBs, groups, subsidiaries, charities, not for profit and other clients with a client based moulded to suit around the background and client preferences of the right addition. You will manage a sizable fee base of clients, in a client facing advisory capacity, looking to develop relationships with the clients and drive the growth of this office for the future through new client growth, business development along with managing teams and playing a lead role in their development and progression. The office has huge potential for further growth and expansion and you will play a lead role in the future development and direction of this already successful firm of accountants. A clear path to progression and Partner/ Director levels are also on offer for the right professional.You will hold any of the ACA /ACCA/CTA qualifications with a career background within accountancy practice, having developed your career to around the Senior Manager levels. You will have an all-around. general practitioner accounts/tax/audit etc career background gained within any of small, medium/large size, mid tier, or top tier accounting firm background and you will be seeking a challenging, long term career move in the profession at this level with a clear route on offer to progress.

Joining this firm as a Senior Manager you will bring your career background as an all-round accounts, tax, audit etc adviser to sole traders, partnerships and mix of limited company OMBs, groups, subsidiaries, charities, not for profit and other clients with a client based moulded to suit around the background and client preferences of the right addition. You will manage a sizable fee base of clients, in a client facing advisory capacity, looking to develop relationships with the clients and drive the growth of this office for the future through new client growth, business development along with managing teams and playing a lead role in their development and progression. The office has huge potential for further growth and expansion and you will play a lead role in the future development and direction of this already successful firm of accountants. A clear path to progression and Partner/ Director levels are also on offer for the right professional.You will hold any of the ACA /ACCA/CTA qualifications with a career backgroundwtihin accountancy practice, having developed your career to around the Senior Manager levels. You will have an all-around. general practitioner accounts/tax/audit etc career background gained within any of small, medium/large size, mid tier, or top tier accounting firm background and you will be seeking a challenging, long term career move in the profession at this level with a clear route on offer to progress.

Joining the Exeter office as Senior Manager / Associate Director with progression on offer you will take on a wide ranging, sizable portfolio of clients, managing teams and work closely with the partner group, delivering compliance and planning/advisory services across accounts/tax and wider service delivery. You will progress to become a director/partner on a negotiable and workable time scale, with a clear path and route mapped out between both sides to fit and work around the right candidate. You will take a lead on the future development, growth and direction of the firm, managing the wider supporting their development and growing the team and firm.You will hold any of the ACA/ACCA/CTA qualifications with a career background in accountancy practice having developed your career to the Senior Manager / Associate Director / Partner Designate levels. You will have an all-around general practitioner career background gained within any of small, medium/large size, mid-tier, or top tier firm background with a technical skill set across any of accounts / tax / audit etc as an all-round general practitioner and you will be seeking a challenging, long term career move in the profession at this level.

Joining the firm at the Senior Manager / Director levels entirely mouldable around the background and fit of the right professional, you will be based out of the firms Taunton offices and will take responsibility for a portfolio of health care / medical sector focused clients managing the provision of all round accounting / tax compliance and wider advisory focused work. You will work closely alongside Partners, managing a wider team of managerial, qualified and trainee staff developing and growing this team. You will work on the further growth and expansion of this sector of the firm with a clear progression and development path on offer for the right candidate.The ideal candidate will be qualified across any of ACA, ACCA and/or CTA, with a career background developed in any of a large, national firm accountancy practice background and/or, a regional independent firm background of any size. You will be at least an experienced Senior Manager level professional, seeking the right long term, career move. You will be able to demonstrate both the technical expertise, with the additional competencies they will be looking for in the right individual with client facing, business development abilities and the aptitude to progress in the firm, as a key addition. Ideally you will have experience of dealing with health care / medical sector clients and an interest in focusing within this field.

The AD of Commercial Operations will be responsible for 4 Heads of Service, managing voids and repairs, planned works, M&E and ground maintenance.Lead the internal maintenance service (DLO) to deliver a positive value for money and engaged customer experience.Take a strategic lead in the procurement and development of long term relationships with Sub-Contractors and Merchant suppliers.Ensure working practicies are effective and health and safety and safeguarding compliant.Manage risk associated to repair and capital investment works, ensuring the Director is informed regarding any areas of concern.Ensure the IMS and Contractors are compliant with H&S legislation, regulations and approved codes of practice.Update and review the IMS Business Plan with a commercial eye, translating this to annual financial and performance targets.Ensuring contractual and commercial arrangements across the IMS and its supply chain provide service infrastructure and logistics, enabling service delivery and value for money objectives to be met.Key contact for contractual matters.Management of procurement and tender activities within the Directorate, including pre-qualification management, tender submission and pricing/negotiations, with appropriate engagement of emh's procurement team as required.Ensuring that all commercial risks are identified and adequality managed.Responsible person for CDM compliance across all workstreamsResponsible for operational statutory compliance related to large scale investment programmes and repairs serviceResponsible for safeguarding across all workstreamsIt is desirable that the successful candidate holds the following experience and qualifications.A degree, management qualification or relevant professional qualification preferably in construction/Asset Management.It is key that you hold a proven track record of demonstrating commercial acumen, developing strategic business plans to deliver a commercially focused model, budget management and achieving value for money whilst retaining excellent customer satisfaction.Proven experience of devising and implementing strategy related to the delivery of capital investment, decarbonisation, grounds maintenance and revenue work streams with a blended direct delivery and contractor model.Substantial experience of working within property management service, delivering effective, efficient value for money services.Significant senior management experience.

This role sits within the Development team and is focused predominantly on fundraising, working primarily through private client advisors to raise the profile of donor-advised funds and attract donor-advised fund assetsThis fundraising role proactively implements business development plans for our coient by focusing on attracting new donor-advised fund accounts and contributionsAs Director of Development, you will work within the wider Development team to build and manage relationships primarily with private client advisors (legal, tax, and wealth management professionals) and with donors directlyYou will also work to increase the visibility of our client and donor-advised funds and provide the highest level of private client service to our client's donors and their advisorsMeet and exceed annual fundraising goals by securing contributions from new and existing donorsBuild a network and establish relationships with intermediary private client advisors (legal, tax, and wealth management advisors) to enhance the profile of our client and the use of DAFsProvide seamless, integrated and holistic guidance to private client advisors and donorsClearly articulate the proposition, including all aspects of contributions, investments, and grantmakingProvide relationship management to high net worth prospects and donors to drive loyalty, secure gifts and increase contributionsWork collaboratively with all internal teams to deliver the highest level private of client serviceOur client is looking for a highly confident, polished professional who is passionate about philanthropy.Advanced degree or equivalent experienceProven private client service and relationship management experienceStrong interpersonal and communications skills and demonstrated ability to deliver highly personalised service to HNW clients and their advisorsFundraising experience, in a donor-advised fund environment or elsewhere. Private sector fundraising /asset raising experience consideredPassion for philanthropy and the need to make giving more effective for donors. Motivated by helping donors structure their assets for charitable purposesAbility to think strategically and operate tactically to achieve results and the ability to work independentlyComfort with ambiguity and proven ability to manage competing prioritiesAbility to balance the needs of donors and advisors within the capabilities of the organisationDesirable:Knowledge of giving vehicles available to achieve a donor's charitable objectives (e.g. private foundations/charitable trusts, donor-advised funds, and social impact investing vehicles)Understanding and experience with HNW wealth and estate/wealth transfer planningKnowledge of charitable planning for tax purposesKnowledge of illiquid asset donations (e.g. private equity/hedge fund interests)Knowledge of investment products targeted towards HNW individuals, including alternative investments, hedge funds, and private equityKnowledge of best practices in philanthropic giving globally, including UK, Middle East, and USExperience using CRM systems such as Salesforce

* Significant external audit experience gained within a professional services environment with sound knowledge of UK GAAP/IFRS/GAAS.* Experience of working large business, listed and international client* Experience of (and appetite for) business development activities such as targeting, preparation of proposal documents, proposal presentations and attendance of networking events * Demonstrable working knowledge of accounting and auditing standards, industry specifics and their application. * Good working knowledge of skill requirements of staff at various levels to ensure work undertaken by appropriate individual. * Strong communication skills in order to liaise with clients, Partners, staff and other professionals. * Previous experience of management and motivation of staff to ensure best performance. * Organisation to ensure needs of clients, partners and staff are all met.* Monitoring costs against budget for individual clients Professional Qualifications and Education* Qualified accountant (ACA, ACCA). Planning and organising - to ensure all client work is carried out within the appropriate timescales through continual monitoring of progression of the workTechnical experience to ensure audit conducted to correct standard and accounts preparation is accurate and meaningful for the type of industry. To be able to answer staff and client technical queries and make technical decisions.Commercial awareness - to have a good understanding of the commercial factors affecting the client and to be able to monitor the commercial effectiveness of work done by reviewing costs against budget.Teamwork - working as a team with the other managers, Partners and staff to ensure the department as a whole meets its objectives and all client demands are exceeded etc and dealing with differences.Problem solving - technical knowledge to resolve client issues and organisation to be flexible to meet client and director demands.Customer focus - ensuring clients expectations are exceeded, by providing a first-class service at all times.Business Development - ability to develop trusted advisor status with clients

CAREERS THAT CHANGE THE WORLD OUR CULTURE Cambridge Associates believes culture is central to your success and ours. We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority. o We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work. OUR CLIENTS Cambridge Associates believes our clients come first. Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world. OUR PEOPLE Cambridge Associates believes we do our best when you do your best. At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together. But enough about us. Tell us about YOU o Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe? o Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility? o Do you strive to work in an environment that encourages innovation and teamwork? o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture? o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan? o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks? o Do you excel at: multi-tasking, interfacing with internal customers, and problem solving? THE OPPORTUNITY The Senior Team Assistant will perform a wide variety of administrative functions to an assigned group, which may include Investment Directors, Investment Associates, and department staff. In addition, a Senior Team Assistant will take on high-level duties such as conducting research, creating materials, preparing correspondence, and special projects. The Senior Team Assistant will respond to information requests, exhibit excellent judgement, think outside the box, and consistently seek to contribute to those he/she supports, our clients, and the firm at large by assuming greater responsibilities. The Senior Team Assistant may also mentor staff and take on leadership roles. RESPONSIBILITIES Works closely and effectively with Investment Directors and Investment Team to keep them well informed of commitments and responsibilities, informing them of conflicts, and following up proactively Extensive calendar management: schedule many internal and external meetings involving heavy coordination with internal staff Make complex and detailed travel arrangements using travel agency and Concur (online travel booking tool) Manage multiple tasks with a high degree of efficiency and discretion Support marketing efforts and researching backgrounds and bios when needed Work with Office Services team to support onsite Client and team meetings Provide administrative support to several Investment Directors and Investment Team: Create and maintain Box files on behalf of the team Schedule conference rooms, provide internal and external meeting support in Outlook and in person Serve as a virtual support resource for MS Teams, Webex and Zoom as needed and on behalf of Investment Team Monitor MS Teams Channels for team requests Research information via CA Home and Internet Prepare and reconcile timesheets, expense reports, and Amex statements Schedule manager meetings involving coordination with meeting planners Pull manager comments, manager quarterly letters, and factsheets for Investment Team as needed Maintain Client Contacts in CRM Dynamics Organize and manage business contacts in Outlook on behalf of Investment Directors Communicate and ensure the Firm’s standards for formatting are applied to all correspondence, presentations, and materials Prepare materials for yearly conferences and speaking engagements Prepare FedEx labels for shipment Provide coverage for Investment Directors and management staff during administrative team member absences Works closely with Administrative Manager to mentor and train team members May perform special projects and assume certain responsibilities as assigned by the Administrative Manager or Practice Management Teams QUALIFICATIONS Demonstratable experience in an administrative/secretarial role Advanced knowledge of MS Word, Excel (levels 1 and 2), PowerPoint, and Outlook is required. Experience with Adobe Acrobat is preferred. Knowledge of Box, Concur, MS Dynamics, MS Teams, Oracle, WebEx a plus Proactive approach to problem solving with strong decision-making capabilities Ability to multi-task and prioritize multiple requests Excellent organizational skills and attention to detail In depth knowledge of administrative procedures and tools Ability to use resources efficiently and effectively Eagerness to learn and ability to work independently while being a team player Exhibits initiative to forge productive cross-team/department relationships with members who are high frequency touch points Excellent writing and proofreading skills with an emphasis on accuracy, spelling, punctuation, and grammar Strong verbal skills with ability to listen and mentor others Must be able to maintain a high degree of confidentiality Ability to communicate effectively cross-office, with clients and other CA departments and interact effectively in a service-oriented environment.

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and directly advise the owners and management teams leading them. We’ll broaden your horizons Playing an important support role at BDO, our Secretarial and Administration team contributes to our success by taking responsibility for planning and organisation. Their proactive approach to what we do ensures our projects operate seamlessly and co-operation remains strong across our firm. Whatever the challenge, they provide the foundations on which we can excel. Joining this team, you’ll enjoy a friendly and supportive environment – and plenty of variety to keep you on your toes. Want to play your part in our international operation? We’ll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You’ll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Operations PMO (Portfolio Management Office) was created in Jun’21 and is responsible for maximising BDOs change investment; helping deliver Change in the most effective and efficient way; track, record and report on expectation, help build change delivery capability across the firm; and bring in teams to help the firm deliver. Our motto is “Do Less, Better – helping BDO deliver the right change initiatives, the right way, faster” The Operations PMO is led by the PMO Director who reports into the COO. The team currently consists of a PMO Director, two senior PMO managers, Change Management Senior Manager and a number of key delivery roles. This newly formed team are looking for a Senior Personal Assistant, who may have an interest in project management and the PMO function, but this is not necessary. This person will be an integral member of the team who takes responsibility for the admin and organisation of this fast growing department. Reporting into the PMO Director, responsibilities will be: Extensive diary management for the PMO Director Undertaking a varied range of secretarial and admin tasks connected with supporting the team and ensuring the smooth and efficient operation of the department Co-ordinate key governance meetings – calendar/diary management, meeting preparation, attendance tracking, log and track actions and/or minutes when necessary Oversee PMO mailbox (timely addressing / escalating issues as appropriate) Collate project related info for meetings and MI Document /MI (Information) Management – including maintaining document libraries/templates Facilitate Operations PMO ‘Scrum’ meetings HR admin i.e. new joiner and leaver administration Assisting Change Manager with admin and organisation of training sessions and workshops Proactive planning Undertaking and leading internal department projects Supporting new starters Guide less experienced team members in BDO administrative tasks (e.g. Workday, Travel, IT issues) Requirements are: Previous experience of office/administration/secretarial skills Accurate keyboard skills Good knowledge of all Microsoft packages Good planning and organisation skills Good communication and stakeholder management skills Team player Curiosity Forward thinking and preparation Knowledge of SharePoint Problem solving / creative thinking Time management Prioritisation Facilitation Collaboration You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to our business. We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. #LI-RZ1

Overview: We’re looking for a Senior Associate to join the D.F. King team in our Gresham Street office in London or our city centre office in Leeds on a hybrid basis. You’ll support and assist the team with managing Proxy Solicitation, M&A and Corporate Governance projects. Taking responsibility for managing the day-to-day management of projects and campaigns and client relations along with the Director of the UK and the team as a whole. You’ll need to have prior experience of proxy solicitation, or capital markets as maybe an Asset Manager or Proxy Advisor. You’ll also need excellent French and English language skills. If you don’t have all the experience for a Senior Associate role , maybe you’ve just left university for example, then we’re also looking for an Associate . We will train you to enable your career to grow with us, so if you have an interest in Proxy Solicitation, ESG and Corporate Governance Advisory Services and excellent French and English language skills, this may be the role for you. Both roles are client facing, up to C-Suite level and in an exciting and fast-paced environment. What you’ll be doing: Providing clients with actionable intelligence on investor stewardship policies and practices Supporting the team to address and advise on clients’ Corporate Governance practices, with the support of the internal Corporate Governance team in relation to best practice and D.F. King’s mandate Assisting the team and Director of UK with the execution and delivery of D.F. King’s Proxy Solicitation and Corporate Governance Advisory Services Preparing client reporting and assisting with client relations Obtaining intelligence on investor stewardship behaviour through research and direct engagement Building and maintaining relationships with financial institutions (investment houses, pension funds, custodian banks etc.), clients, institutional investors and other parties Researching and sharing intelligence on major corporate governance subjects, topics and themes Drafting or assisting with drafting, Corporate Governance studies on a particular company’s proposed resolutions or the organisation/participation in corporate governance roadshows for D.F. King’s clients Increasing your own knowledge of Proxy Solicitation, ESG, M&A tendering/voting mechanism market regulations, and investor stewardship policies and practice, in order to progress and gain autonomy What we’re looking for: Excellent written and verbal communication skills in both English and French Very strong Excel, Word and PowerPoint skills A team player who will take responsibility of their clients’ needs and who will happily support and assist the wider team with other group projects An interest and desire to learn about Corporate Governance, ESG, Capital Markets and Investor Relations An analytical mind, with strong report writing skills and a solutions-based approach to addressing challenges Experience of working with or for Proxy Solicitation firms, Proxy Advisory agencies, Investor Relations consultancies or Institutional Investors would be advantageous for the Senior Associate A proactive, conscientious individual with the drive and desire to succeed Excellent attention to detail with the diligence and accuracy to produce client reports About Link Group / Corporate Markets: A global, digitally enabled business connecting millions of people with their assets – safely, securely and responsibly. From equities, pension and superannuation to investments, property and other financial assets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences. Our Corporate Markets division provides clients with a comprehensive corporate markets offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry (transfer agency), custody, fund administration, and employee share plans. We also offer company secretarial support, as well as various specialist offerings such as all types of insolvency solutions and class action services. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe. Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading technology platforms. What’s in it for you? A competitive salary plus benefits. 23 days’ holiday to start, (rising to 25) plus Bank Holidays, with the opportunity to buy extra leave. Company matched pension scheme, life assurance, a cycle2work scheme, fully paid maternity, adoption and shared parental leave, paternity pay…and plenty more. Voluntary benefits designed to suit your lifestyle – from discounts on retail and socialising, to health & wellbeing, travel and technology. There could be the possibility of flexible working options You’ll get the chance to follow your chosen career path anywhere in Link Group. You’ll be joining a network of 7,000 experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn new skills and develop in your career and we’ll provide the support you need to do just that. What we hope you’ll do next: Choose ‘Apply now’ to fill out our short application, so that we can find out more about you. We’re an equal opportunity employer, which means we’ll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion and we’re committed to creating an inclusive environment for all employees. Candidates must have the relevant work rights to be considered for an opportunity at Link Group. Successful applicants will be required to complete background screening prior to commencement of employment. Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics. Founded in 1942, D.F. King is an expert in stakeholder engagement, providing comprehensive global advisory and execution services for equity and debt transactions, as well as support in insolvency matters. We are the largest analyser of share registers globally and the dominant provider of equity ownership analytics in multiple markets. We help listed companies identify and track their shareholders, as well as their behaviour, using either local ownership disclosure provisions or our own proprietary methodologies. Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values. We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential. We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities. Candidates must have the relevant work rights to be considered for an opportunity at Link Group. Successful applicants will be required to complete background screening prior to commencement of employment.

The Value of Active Minds About Jupiter Jupiter is one of the UK’s leading investment management companies with just over 500 employees and £51.4 billion worth of assets under management (as at 30th June 2023). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA, APAC and the US. The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground’s Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings. We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance. Background This role reports into the Company Secretary within the Legal, Governance & Secretariat Division. It involves developing close working relationships across the Group including with directors, and internal teams such as Legal, Finance, Compliance, Risk and external suppliers. The function seeks to deliver excellence in corporate governance through the support it provides to a range of stakeholders, including: the Jupiter JFMplc Board and Board Committees; Jupiter’s subsidiary boards; JFMplc’s shareholders; and Colleagues within the organisation (i.e. Legal, Compliance, Finance etc) The Governance & Secretariat team comprises the Company Secretary, who reports into the General Counsel, this vacancy, a Fund Management Company Secretary, a Deputy Company Secretary and a Personal Assistant. The function is accountable for the development of best in class governance processes for the company’s legal entities, being a trusted advisor to the Group Boards and for providing proactive support to Group initiatives, for example the Annual Report and Accounts process, group reorganisations etc. The purpose of this role is to support the Governance & Secretariat team in providing a timely, accurate and excellent company secretarial service. Key Responsibilities Principal responsibilities to include: Board Support Acting as Secretary to the UK domiciled regulated investment management entities and overseas operating Boards. Producing board and committee papers for the Group entities, committees and Company Secretary as required. Seeking efficiencies, consistency and best practice in the running of boards and committees across the Group and strengthening the support for regulated entity chairs and boards. Statutory & Regulatory Assisting in the production of the Group’s Annual Report and Accounts and liaising with colleagues in other functions, including Investor Relations, Finance and Corporate Communications, to deliver an efficient year-end process. Assisting with the Group’s compliance with MAR including maintenance of restricted persons list and notifications. Managing statutory compliance across the Group- both in the UK and internationally- and seeking improvements in record-keeping, reporting and filing processes. Assisting with applicable statutory and regulatory filings in the UK, including those required by Companies House and the Financial Conduct Authority as the UK listing authority. Preparing and processing RNS announcements. Retail Shareholder Management Work with the Group’s registrars, organising dividend payments, setting the dates for annual events and managing share registration activities. Assist with the production of AGM documents and management of the event. Address ad-hoc shareholder queries. Other responsibilities Providing support to the team, addressing queries from within business in relation to the work of the team. Providing general support to the Company Secretary Desired Skills / Experience Role Relevant Experience The ideal candidate will: Have broad governance experience, ideally with previous experience of working within small teams. Have good experience of supporting boards and committees, including minute writing and agenda management. Have strong organisational skills and the ability to effectively prioritise work. Operate with high ethical standards and act with integrity. Have experience of working within a listed financial services/ regulated business. Have strong technical and analytical skills with the ability to think broadly on issues, proactively offer ideas and solutions and apply sound judgement in problem solving. Be a proven team player. Technical and Professional Knowledge The successful candidate will have the following skills and capabilities: A thorough understanding and working knowledge of current legal/governance/compliance practices and techniques, especially the Companies Act, UK Listing Rules and Market Abuse Regulation. The energy and tenacity to drive continuous improvements in policies, procedures and quality of service. Good technical skills and strong experience with Board portals end entity management systems. Additional Role Details This role is subject to the Conduct Rules set by the FCA. Don’t meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don’t think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.

Team Secretary – Progression to PA – Financial Services £40,000 + 15% discretionary bonus + monthly cash allowance City – hybrid A fantastic opportunity for a Team Secretary with proven experience in Financial/Professional Services to join a globally recognised Trading/Investment company in the City. This role is working closely with the PA to Chief Representative in a fast-paced, busy role. Offering excellent benefits and career progression into a PA role long-term. The Role: Diary management including coordinating meetings, lunches, dinners and parties Organising international travel – business and personal Booking restaurants and other venues for client and company functions Meeting and greeting high profile clients Coordinating client hospitality such as booking hotels, arranging transport, buying gifts etc. Managing all budgets and expenses on behalf of the Chief Representative Booking golf club memberships and handling all fees/renewals Supporting the HR department with ad-hoc duties Provide cover for the PA to Chief Representative and PA to Managing Director as and when required Essential requirements: 1-2 years proven experience as a Team Secretary/Assistant within Financial Services Excellent written and verbal communication skills Strong knowledge of MS Office including Word, Excel, PowerPoint and Outlook Experience covering for PA’s Highly organised with the ability to use you own initiative Our mission: To be the leading Executive Secretarial & Support recruitment consultancy in London, for employers and jobseekers alike. To receive regular updates of our current vacancies why not set up job alerts. EQUAL OPPORTUNITIES Morgan Spencer Recruitment is committed to equal opportunities and actively seeks applications from all sectors of the community irrespective ce of gender, race, colour, nationality, ethnic or national origin, disability, marital status, sexual orientation, having responsibility for dependents, age, religion/beliefs, or any other reason which cannot be shown to be justified. CONFIDENTIALITY: All applications are dealt with in strictest confidence and will be processed in accordance with the Data Protection Act 1998 Morgan Spencer Limited, registered in England & Wales No: 4254114

Why work for us? A career at Janus Henderson is more than a job, it’s about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity Assist in the production of board papers ensuring they are properly collated and dispatched within agreed timescales Source supporting information and drafting routine reports as required for inclusion in the Board papers Make the necessary arrangements for Board meetings and general ad hoc meetings, e.g. room bookings, refreshments etc. Support the production of the annual report and accounts, half yearly reports and interim management statements to shareholders of the investment trusts, including Prepare mailing requirements and ordering of label data from various providers Maintain the statutory records, registers and annual returns for the investment trusts including maintenance of the Diligent Entities database system Submit returns to the Registrar of Companies Share the responsibility for making all stock exchange(s) announcements e.g. daily net asset values, voting rights, dispensation, substantial shareholder, share buy-back, dividends, results, director’s dealings, (keeping director’s dealings up to date), etc. in accordance with agreed procedures Circulate monthly portfolio valuations Assist the Company Secretaries to ensure loan facility compliance certificates are signed off and dispatched within agreed timescales each month Check the website entries for the trusts to ensure that investment trust client information is accurate and up to date Maintain the filing system for the investment trust clients Prepare agendas, letters and general correspondence as required Assist with special ad hoc projects as directed by the Company Secretaries Assist with ad hoc departmental matters Liaise with appropriate external suppliers Work closely with the other assistants in the team and provide cover as necessary. Carry out other duties as assigned What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Excellent Health and Wellbeing benefits including corporate membership to ClassPass Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more All-inclusive approach to Diversity, Equity and Inclusion Maternal/paternal leave benefits and family services Complimentary subscription to Headspace – the mindfulness app All employee events including networking opportunities and social activities Lunch allowance for use within our subsidized onsite canteen Must have skills Good written and oral communication skills Strong organisational skills and able to prioritise effectively Strong attention to detail Able to work as part of a team and prepared to share team structure responsibilities Experience of Microsoft Office, Excel and Outlook is essential Nice to have skills Numerate Able to work under pressure and use own initiative Supervisory responsibilities No Potential for growth Mentoring Leadership development programs Regular training Career development services Continuing education courses You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. At Janus Henderson Investors we’re committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from all backgrounds. Don’t worry if you don’t think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can’t accommodate every flexible working request we’re happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at [email protected] Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here. Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

To provide a fully effective service to clients of Debenhams Ottaway by progressing client files under the direction of the Team Leader, and to provide secretarial and administrative assistance to the Team Leader and to others in the Private Client Department when required. Key responsibilities: Activities will be varied and will include, but are not limited to the following: Client Service Taking client instructions and progressing the matter file under the TL’s instructions. This may include amongst other things drafting Wills, Powers of Attorney and dealing with the administration of Estates and Trusts. To provide a courteous and efficient service to clients. To ensure that work sent to clients and related parties is correctly prepared in accordance with the firm’s standards and precedents and the TL’s instructions. To observe the code of practice in all areas as detailed in the Solicitors Code of Conduct and to observe fully the requirements of the Solicitors Accounts Rules. To report complaints from clients or third parties to the HOD. To produce fees in accordance with the fee target set at the beginning of each financial year and to record a minimum of 720 hours of chargeable time per annum (at an average of 60 hours per month) at charging rates agreed by the TL. To introduce clients to lawyers in different departments as appropriate. Matter Administration Maintaining control of an allocated caseload to ensure that standards of matter conduct, file management, administration, time-recording and accounting are maintained at all times. To include: Input onto probate accounting systema for probate matters and generating reports and forms as required Drafting Legal Statements for probate applications Drafting Wills and Lasting Powers of Attorney Preparation of any other documents and work as required by Team Leader To be fully conversant with the firm’s computer systems and follow IT instructions directly and through procedures tabs. To work in a tidy organised manner by reducing unseemly clutter and ensure files are relocated in the cabinets provided. To bill all matters promptly and accurately; to maintain a justifiable and accurate level of work-in-progress; to pay and collect disbursements in accordance with professional and internal practice; to properly account for all client monies and effect transfers from client to office account when appropriate. To collect all outstanding costs and disbursements from clients and ensure that levels of unpaid costs do not exceed those levels authorised by your Team Leader. Secretarial/Administrative Opening and closing client files in accordance with standard procedures including performing on-line money laundering checks Answer the telephone or meet clients who call into the office without an appointment on behalf of the Lawyers, answering queries and taking messages where appropriate and making appropriate file notes Liaison with clients as instructed Maintain Lawyers’ diaries and make appointments Organise internal and external meetings including meeting room bookings and if appropriate organising refreshments. Manage outgoing post and emails as required. Maintaining internal and client files to ensure they are up-to-date at all times. Undertake typing duties for fee earners Collate work received from the outsourcing company including arranging necessary enclosures so that it is ready to send out Liaison with the Accounts Department as appropriate to ensure timely and accurate accounts administration, including receiving cheques, entering on file and passing to accounts Input onto Peppermint/Isokon client and potential client contact details Undertake administrative duties such as photocopying Administration associated with the archiving of files Create and maintain a tidy and well organised office environment. Ensure the faults with the department’s IT, printing, photocopying and fax machines are reported appropriately Work as part of a team, assisting with secretarial and telephone cover as required. Act on instructions from lawyers to perform tasks in connection with client/administrative matters Initial handling of client queries that arise from “drop in” service Update and keep track of legal documents such as wills and deeds as per the required procedure Skills and attributes: Experience of working within a Private Client Department of a Law Firm or relevant legal qualifications would be preferred Secretarial experience in a Law firm is desirable. Knowledge, experience and passion for private client law and practices. Adopts a client-centered focus at all times taking responsibility for the level of client service they provide and takes proactive steps to maximize and improve client relationships Creative problem-solving ability Good written and verbal communication skills Fast and accurate keyboard skills Good grasp of grammar and spelling Computer Literacy in relevant software packages Ability to multi-task, organise, prioritise and plan Ability to work calmly under pressure and with a demanding work load Confident with the ability to interface and develop relationships with a variety of people. Organisation skills including the ability to prioritise work Initiative Ability to follow instructions given Good time keeping Professional appearance To apply for the role please send your CV to the Debenhams Ottaway Recruitment Team – [email protected]

The responsibilities of the successful candidate for this position will include:Act as first point of contact for the fund administrator and investment directors relating to finance matters for investment vehicles within the allocated portfolio.Develop and maintain strong relationships with local fund administrators to ensure effective fund reporting in accordance with the agreed service level agreement.In conjunction with the fund administrators:Ensure accurate and timely delivery of management accounts and financial reporting for certain of the LPsMonitor future cash forecasts, and optimise the movement of cash between portfolio companies, investment vehicles and LPs / investorsValidate investor drawdown and distribution noticesSupervise the preparation of annual tax returns and coordinate the annual audit process for the fund investment entities you are responsible for and work with administrator and accountants / auditors to ensure returns and audits are delivered efficientlyManage company secretarial functions (e.g. organising and recording board meetings for investment approvals, drawdowns / distributions, changes to directorships, approval of accounts, etc.) and ensure records are kept up to date.Liaise with tax, legal advisers and auditors as required - ensuring investment teams provide appropriate support to such advisers.Work closely with the investment team (and portfolio companies as required) to become aware of finance and administration queries between portfolio companies and the fund administrators / investors / Limited Partners, and ensure timely resolutionCollaborate with the investment team during post-completion processPresent financial analysis to Directors of investment vehicle companies and other senior management.Support Compliance Officer and Risk Manager in compliance activitiesSupporting the FinOps team in maintaining financial records, reports and adhoc analysis as and when required.The successful candidate will have the following background:Qualified accountant (ideally ACA)Technically strong, with private equity / limited partnership fund structure experience, having worked in a fund accounting/control positionAbility to understand and evaluate investment fund and company financial statements and accountsStrong financial analysis skillsAble to work in a fast-paced, entrepreneurial environmentQuickly able to inspire confidence and trust from senior team members, and key stakeholders

Lead the development and delivery of Financial Strategy, Investment Strategy, Digital Strategy, Systems and Resources and Finance Plan to meet the overall Charities Strategic Aims and Business Plans, ensuring impact and progress are measured against objectives which are monitored and reviewed at regular intervals.Lead on the development and delivery of the Social Value framework, Climate action plan and Environmental Sustainability policy, ensuring effective measurements and KPIs.Develop, establish, and maintain relationships with all internal & external stakeholders and in particular the relevant County organisations, Chair of the Finance & Risk Committee (FRC), andSupport the CEO in the monitoring, review and promotion of the Charities Vision, Values, and Strategic Aims across the whole Charity and external partners / stakeholders.Review and secure the progress of overall in meeting Finance, and Systems objectives, KPI's and outcomes reported to the CEO, Board of Trustees and WSCC as per the contract.Financial management and administration including production of timely finance information, ensuring all finance and accounting functions are efficient, effective, and meet all appropriate financial standards.Financial problem-solving and project management assisting the CEO and Governance in all finance-related issues.Responsible for banking and payments, payroll management, budgeting, cash-flow forecasting, investments, financial management reporting and production of annual accounts.Responsible for property portfolio, insurance, managing financial risk and helping to increase and diversify income.Ensure the Finance team stays up to date with the latest thinking and best practice on Charity Finance and aims to continuously improve and use evidence-based best practice and quality assurance.Continually monitor the cost base to ensure it is both fit for purpose and providing value for money, putting forward to the CEO cost saving proposals as appropriate,Advising Trustees, SLT and the Management Group on financial planning, forecasting & budgetary controls.Act as Company Secretary for theProvide the CEO, Board of Trustees, FRC and Chair of the FRC with regular and appropriate reports on all aspects of the Charities Finances & Risks.Ensure the CEO is advised of potential and current operational, business and finance risks and their mitigation.Ensure that the organisation meets all contractual requirements with West Sussex County Council and/or other contractual agreements that the organisation has in place now and in theProvide a lead role with respect to partnership working; premises action planning; and the systems and digital delivery.Provide support at SLT level for all contract negotiations related to all suppliers, and particularly those regarding IT systems, Client Record Management (CRM) and premises.Monitor all business systems and premises, taking responsibility as appropriate for presenting proposals and implementing programmes as agreed by the SLT and governanceProvide effective leadership to the FinanceDegree or equivalent levelChartered Accountant - CIMA / ACCAExtensive knowledge and ability with various Finance systems (eg Sage, etc)Good knowledge and ability with various business systems (eg CRM, HR, PowerPoint, SharePoint)Evidence of continuing professional educationUnderstanding & experience of Charity Law (Ideal but not essential)Management & Leadership development in the areas of Health and Social Care (Ideal though not essential)Leadership experience gained at senior level in a complex environment, with good, first-hand knowledge of fiduciary management.Experience of developing and supporting IT & systemsEvidence of being part of an executive team providing the delivery of organisational strategy, key targets, service improvements and management of change.Solid track record of effectively managing resources and budgets, with experience of delivering long term financial sustainability and stewardship of valuable resources.

We are currently seeking a seasoned Senior Project Manager to join a vibrant infrastructure team based in their Dublin office. In this role, you will collaborate within a diverse team and oversee a spectrum of building and site development projects spanning aviation, industrial, commercial, residential, healthcare, and education sectors. The ideal candidate will possess chartered status and a proven track record in leading multi-disciplinary design teams within a consultancy setting.Responsibilities:Manage multi-disciplinary design teams to achieve project objectives within defined parameters of schedule, budget, and quality.Collaborate with Project Director to establish project goals and develop strategies for their attainment.Identify, escalate, and mitigate potential contractual and commercial risks in consultation with the Project Director.Delegate tasks, set objectives, and manage project team performance while adhering to corporate policies and procedures.Facilitate effective communication and coordination among clients, project teams, subcontractors, and partners.Own project delivery program and plans, providing regular progress reports and ensuring adherence to cost and schedule targets.Safeguard commercial interests through accurate invoicing, credit control, and financial reporting.Conduct project closure activities, including documentation archiving, lessons learned capture, and client satisfaction assessment.Requirements:Chartered Engineer/Architect or equivalent with experience managing design commissions on large infrastructure projects.Proficiency in managing design teams within a consultancy environment.Demonstrated experience across various building construction projects.Strong interpersonal, organizational, and communication skills.Ability to lead, motivate, and mentor team members effectively.Familiarity with construction contracts, particularly NEC3.Knowledge of project management tools and techniques, including BIM and 3D modeling.Join us for an exciting opportunity to contribute to challenging projects while working alongside a talented and supportive team. We offer a collaborative environment where initiative and dedication are valued, along with opportunities for professional growth and development.

This role supports the CEO and is responsible for leading the financial strategy of the organisationManaging and mentoring the finance and purchasing functions to provide business partnering to other functions Making recommendations structurally and introduce process efficiencies across the business to ensure regular access to resources to fund innovation and projects delivering to strategic goalsSupporting income diversification and revenue (where appropriate) and the innovation leading to new income streamsEnsure statutory and legal financial compliance across all operationsLeading on the development of continuous improvement through the appropriate investment in the development of financial systems, services, analytics and automationPromotion of collaborative and cross functional working across the organisation on both new and existing projects and servicesQualified Accountant Experience as a number one finance lead Prior experience of working in a Not for Profit organisation or membership body Experience of Board level working in a charity environment.Exceptional judgement and decision-making skills particularly in the areas of financial management and risk.A detailed understanding of The Charity commission rules, and Charities SORP