49 jobs found

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our Investment Risk team, we are looking for a: Investment Risk Data Analyst You will join a global business of more than 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Global Chief Risk Officer and support the Risk function by managing and analyzing data across platforms such as Bloomberg PORT and MARS, while ensuring data quality, developing risk analytics, and enhancing automation in risk management. The role can be based in Geneva, London or Luxembourg. YOUR ROLE Engagement with LOIM Investment Risk Managers and other primary stakeholders to design, develop and implement clear analytical solutions across all asset classes Take ownership of risk and performance dashboards and underlying data sourcing processes Help drive the migration of existing processes to automated processes and platforms in line with the team vision to increasingly leverage Artificial Intelligence. Management of existing data sets, ensuring the analytics tools are correctly sourcing data from data sources external to the immediate team Maintaining risk calculations and process feeds to external calculators Respond and prioritize ad-hoc requests for information as they arise Challenge existing processes and data feeds with the wider LOIM-IT and data community YOUR PROFILE You hold a Degree in Mathematics, Data Science, Finance or Statistics, You have experience in data analysis of large-scale, distributed data sets, in process automation You are interested in the financial industry and have domain knowledge of investment and securities and/or Artificial Intelligence applications. Understanding of risk management concepts including VaR, stress testing, and scenario analysis. You have the ability to challenge and provide supportive criticism You are familiar with BI tools (ie Tableau), process workflow automation tools (ie Alteryx), programming languages (Python). You have strong analytical and data manipulation skills and excellent statistical modelling skills Autonomous and self-motivated, you pay strong attention to detail. Flexible and results-oriented, with excellent problem-solving skills. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

Power Platforms Specialist City of London/hybrid Circa £60K + strong bonus and benefits Power Apps, D365, Power Automate Power Platforms Analyst is required to join the Business Applications function of a highly prestigious financial services organisation. As a Power Platforms Administrator, you will play a critical role in managing, customising, supporting the ongoing and optimisation of its Microsoft Power Platform estate, including Dynamics 365, Power Apps, Power Automate and Dataverse. Key Responsibilities: Manage day-to-day platform operations, including user access, configuration, governance and environment oversight. Monitor capacity, licensing and system performance, escalating issues where needed. Support development activities, including testing enhancements and contributing to backlog refinement. Act as the first point of contact for platform queries, incidents and user guidance. Maintain platform documentation and support user communications. Identify opportunities for continuous improvement and assess new Microsoft feature releases. Key Requirements: Hands-on experience with Power Apps, Power Automate and Dataverse. Understanding of Dynamics 365 Customer Engagement and admin functions. Strong analytical and problem-solving abilities, with attention to detail. Clear communication skills and confidence working with technical and business stakeholders. Familiarity with regulated environments and governance processes. This role offers the chance to grow your expertise and make a meaningful impact within a forward-thinking, digitally evolving wealth management organisation. For a full consultation on this pivotal role, send your CV to ARC IT Recruitment.

Introduction Saab UK is part of Scandinavia's largest defence company, bringing together the best of Swedish and British innovation. Saab offers world-leading solutions and services in defence, aviation, space, and civil security to keep people and society safe. Our UK presence has been growing at pace, meaning we can offer a wide range of opportunities for personal fulfilment and career growth. We currently employ over 600 people across eight sites in the UK, and our specialisations include software engineering, underwater robotics, radars, AI, and armed forces training. What you will be part of: Explore a wealth of possibilities. Take on challenges, create smart inventions, and grow beyond. This is a place for curious minds, brave pioneers, and everyone in between. Together, we achieve the extraordinary, each bringing our unique perspectives. Your part matters. Saab is a leading defence and security company with an enduring mission, to help nations keep their people and society safe. Empowered by its 26,000 talented people, Saab constantly pushes the boundaries of technology to create a safer and more sustainable world. Saab designs, manufactures and maintains advanced systems in aeronautics, weapons, command and control, sensors and underwater systems. Saab is headquartered in Sweden. It has major operations all over the world and is part of the domestic defence capability of several nations. The Role: This is an initial 6 month contract role within our UK IT Business Unit. The IT Solution Architect will be responsible for designing and implementing technology solutions that align with business objectives and technical requirements. This role bridges the gap between business needs and IT capabilities, ensuring that solutions are scalable, secure, and cost-effective. The Solution Architect works closely with stakeholders, developers, and project managers to deliver robust architectures that support organisational goals. Key Responsibilities: Solution Design & Architecture to a high standard. Develop high-level and detailed solution architectures for IT systems and applications. Ensure solutions comply with enterprise architecture standards, security policies, and regulatory requirements. Create architectural diagrams, models, and documentation for proposed solutions. Stakeholder Engagement Collaborate with business analysts, project managers, and technical teams to understand requirements. Present architectural solutions to stakeholders and obtain buy-in. Technology Evaluation Assess emerging technologies and recommend adoption where appropriate. Conduct feasibility studies and cost-benefit analyses for proposed solutions. Governance & Standards Define and enforce architectural principles, guidelines, and best practices. Ensure consistency and integration across systems and platforms. Implementation Support Provide technical leadership during solution implementation. Troubleshoot architectural issues and guide development teams. Perform Risk Management. Identify potential risks in solution design and propose mitigation strategies. Ensure compliance with data protection and cybersecurity standards. Qualifications and Skills: Bachelor's degree in Computer Science, Information Technology, or related field. 7+ years in IT roles, with at least 3 years in solution architecture. Experience in large-scale system design and implementation. Certifications (Preferred). TOGAF, AWS/Azure Solution Architect, ITIL. Knowledge of enterprise architecture frameworks (e.g., TOGAF, Zachman). Proficiency in cloud platforms (AWS, Azure, GCP) and hybrid architectures. Experience with APIs, microservices, and integration patterns. Understanding of networking, security, and infrastructure principles. Analytical & Problem-Solving. Ability to translate business requirements into technical solutions. Strong analytical skills for evaluating complex systems. Communication & Leadership. Excellent verbal and written communication skills. Ability to influence and negotiate with stakeholders at all levels. Self-motivated, resilient and able to work under pressure. Excellent communication and presentation skills. By submitting an application to Saab UK you consent to undertaking workforce screening activities that may include but are not limited to: Baseline Personnel Security checks, National Security Vetting, reference checks, verification of working rights and in all circumstances preferred candidates will be placed through a security interview.

Job Title: Project Manager - FS Experience Mandatory Location: Northampton or Manchester/hybrid Salary/Rate: Up to 358 per day inside IR35 Start Date: 15/12/2025 Job Type: Contract Company Introduction Client is looking for Project Manager with deep experience in Agile methodologies and Change Management to lead strategic initiatives within the Banking and Financial Services domain. The role involves managing complex projects across digital banking, regulatory compliance, and operational transformation, ensuring successful delivery and stakeholder alignment in a fast-paced, regulated environment. Job Responsibilities/Objectives Lead end-to-end delivery of projects across retail banking, corporate banking, payments, or risk & compliance domains. Apply Agile frameworks (Scrum, Kanban, SAFe) to drive iterative delivery and continuous improvement. Collaborate with cross-functional teams including Product Owners, Business Analysts, Developers, and QA. Manage project scope, timelines, budgets, and resource allocation. Drive stakeholder engagement across business units, technology teams, and external vendors. Develop and execute change management strategies to support adoption of new systems, processes, or regulatory changes. Ensure compliance with banking regulations (e.g., RBI, SEBI, Basel III) and internal governance standards. Facilitate Agile ceremonies, retrospectives, and workshops to build agile maturity. Track and report project performance using dashboards and KPIs aligned with business outcomes. Required Skills/Experience The ideal candidate will have the following: Bachelor's degree in Business, Finance, IT, or related field (MBA or PMP preferred). Project management experience in the banking or financial services industry. Strong experience in Agile delivery and enterprise-level change management. Certifications such as PMI-ACP, CSM, SAFe Agilist, or Prosci Change Practitioner. Familiarity with banking systems (e.g., core banking, loan origination, digital channels). Excellent communication, stakeholder management, and leadership skills. Proficiency in tools like Jira, Confluence, MS Project, and Power BI. Preferred Skills Experience in digital transformation, fintech integration, or regulatory change programs. Understanding of financial products and services (e.g., credit, payments, wealth management). Exposure to Lean, Six Sigma, or other process improvement methodologies. Ability to manage vendor relationships and third-party integrations. If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format. Disclaimer Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies. Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our Investment Risk team, we are looking for a: Investment Risk Data Analyst You will join a global business of more than 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Global Chief Risk Officer and support the Risk function by managing and analyzing data across platforms such as Bloomberg PORT and MARS, while ensuring data quality, developing risk analytics, and enhancing automation in risk management. The role can be based in Geneva, London or Luxembourg. YOUR ROLE Engagement with LOIM Investment Risk Managers and other primary stakeholders to design, develop and implement clear analytical solutions across all asset classes Take ownership of risk and performance dashboards and underlying data sourcing processes Help drive the migration of existing processes to automated processes and platforms in line with the team vision to increasingly leverage Artificial Intelligence. Management of existing data sets, ensuring the analytics tools are correctly sourcing data from data sources external to the immediate team Maintaining risk calculations and process feeds to external calculators Respond and prioritize ad-hoc requests for information as they arise Challenge existing processes and data feeds with the wider LOIM-IT and data community YOUR PROFILE You hold a Degree in Mathematics, Data Science, Finance or Statistics, You have experience in data analysis of large-scale, distributed data sets, in process automation You are interested in the financial industry and have domain knowledge of investment and securities and/or Artificial Intelligence applications. Understanding of risk management concepts including VaR, stress testing, and scenario analysis. You have the ability to challenge and provide supportive criticism You are familiar with BI tools (ie Tableau), process workflow automation tools (ie Alteryx), programming languages (Python). You have strong analytical and data manipulation skills and excellent statistical modelling skills Autonomous and self-motivated, you pay strong attention to detail. Flexible and results-oriented, with excellent problem-solving skills. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our Investment Risk team, we are looking for a: Investment Risk Data Analyst You will join a global business of more than 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Global Chief Risk Officer and support the Risk function by managing and analyzing data across platforms such as Bloomberg PORT and MARS, while ensuring data quality, developing risk analytics, and enhancing automation in risk management. The role can be based in Geneva, London or Luxembourg. YOUR ROLE Engagement with LOIM Investment Risk Managers and other primary stakeholders to design, develop and implement clear analytical solutions across all asset classes Take ownership of risk and performance dashboards and underlying data sourcing processes Help drive the migration of existing processes to automated processes and platforms in line with the team vision to increasingly leverage Artificial Intelligence. Management of existing data sets, ensuring the analytics tools are correctly sourcing data from data sources external to the immediate team Maintaining risk calculations and process feeds to external calculators Respond and prioritize ad-hoc requests for information as they arise Challenge existing processes and data feeds with the wider LOIM-IT and data community YOUR PROFILE You hold a Degree in Mathematics, Data Science, Finance or Statistics, You have experience in data analysis of large-scale, distributed data sets, in process automation You are interested in the financial industry and have domain knowledge of investment and securities and/or Artificial Intelligence applications. Understanding of risk management concepts including VaR, stress testing, and scenario analysis. You have the ability to challenge and provide supportive criticism You are familiar with BI tools (ie Tableau), process workflow automation tools (ie Alteryx), programming languages (Python). You have strong analytical and data manipulation skills and excellent statistical modelling skills Autonomous and self-motivated, you pay strong attention to detail. Flexible and results-oriented, with excellent problem-solving skills. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our Investment Risk team, we are looking for a: Investment Risk Data Analyst You will join a global business of more than 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Global Chief Risk Officer and support the Risk function by managing and analyzing data across platforms such as Bloomberg PORT and MARS, while ensuring data quality, developing risk analytics, and enhancing automation in risk management. The role can be based in Geneva, London or Luxembourg. YOUR ROLE Engagement with LOIM Investment Risk Managers and other primary stakeholders to design, develop and implement clear analytical solutions across all asset classes Take ownership of risk and performance dashboards and underlying data sourcing processes Help drive the migration of existing processes to automated processes and platforms in line with the team vision to increasingly leverage Artificial Intelligence. Management of existing data sets, ensuring the analytics tools are correctly sourcing data from data sources external to the immediate team Maintaining risk calculations and process feeds to external calculators Respond and prioritize ad-hoc requests for information as they arise Challenge existing processes and data feeds with the wider LOIM-IT and data community YOUR PROFILE You hold a Degree in Mathematics, Data Science, Finance or Statistics, You have experience in data analysis of large-scale, distributed data sets, in process automation You are interested in the financial industry and have domain knowledge of investment and securities and/or Artificial Intelligence applications. Understanding of risk management concepts including VaR, stress testing, and scenario analysis. You have the ability to challenge and provide supportive criticism You are familiar with BI tools (ie Tableau), process workflow automation tools (ie Alteryx), programming languages (Python). You have strong analytical and data manipulation skills and excellent statistical modelling skills Autonomous and self-motivated, you pay strong attention to detail. Flexible and results-oriented, with excellent problem-solving skills. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our Investment Risk team, we are looking for a: Investment Risk Data Analyst You will join a global business of more than 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Global Chief Risk Officer and support the Risk function by managing and analyzing data across platforms such as Bloomberg PORT and MARS, while ensuring data quality, developing risk analytics, and enhancing automation in risk management. The role can be based in Geneva, London or Luxembourg. YOUR ROLE Engagement with LOIM Investment Risk Managers and other primary stakeholders to design, develop and implement clear analytical solutions across all asset classes Take ownership of risk and performance dashboards and underlying data sourcing processes Help drive the migration of existing processes to automated processes and platforms in line with the team vision to increasingly leverage Artificial Intelligence. Management of existing data sets, ensuring the analytics tools are correctly sourcing data from data sources external to the immediate team Maintaining risk calculations and process feeds to external calculators Respond and prioritize ad-hoc requests for information as they arise Challenge existing processes and data feeds with the wider LOIM-IT and data community YOUR PROFILE You hold a Degree in Mathematics, Data Science, Finance or Statistics, You have experience in data analysis of large-scale, distributed data sets, in process automation You are interested in the financial industry and have domain knowledge of investment and securities and/or Artificial Intelligence applications. Understanding of risk management concepts including VaR, stress testing, and scenario analysis. You have the ability to challenge and provide supportive criticism You are familiar with BI tools (ie Tableau), process workflow automation tools (ie Alteryx), programming languages (Python). You have strong analytical and data manipulation skills and excellent statistical modelling skills Autonomous and self-motivated, you pay strong attention to detail. Flexible and results-oriented, with excellent problem-solving skills. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

Want to become a go-to CRM configuration specialist , while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management / IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism. Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant Location Remote UK, Flex Start / Finish times Salary 50 - 60K, Bonus, Equity, 5% Pension, 25 Days, Health plan We re seeking a Configuration Specialist to configure and optimise platforms such as Curo Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact. What you ll need: Hands-on experience configuring CRM systems - Ideally in Wealth Management Strong analytical skills to translate business needs into solutions Confident communicator with client-facing experience Any experience of knowledge of Python, SQL or APIs for automation and integration is a bonus and something you will be able to learn in the role. What s on offer: Remote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects. Interested? Please send your cv for a swift response!

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our Investment Risk team, we are looking for a: Investment Risk Data Analyst You will join a global business of more than 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Global Chief Risk Officer and support the Risk function by managing and analyzing data across platforms such as Bloomberg PORT and MARS, while ensuring data quality, developing risk analytics, and enhancing automation in risk management. The role can be based in Geneva, London or Luxembourg. YOUR ROLE Engagement with LOIM Investment Risk Managers and other primary stakeholders to design, develop and implement clear analytical solutions across all asset classes Take ownership of risk and performance dashboards and underlying data sourcing processes Help drive the migration of existing processes to automated processes and platforms in line with the team vision to increasingly leverage Artificial Intelligence. Management of existing data sets, ensuring the analytics tools are correctly sourcing data from data sources external to the immediate team Maintaining risk calculations and process feeds to external calculators Respond and prioritize ad-hoc requests for information as they arise Challenge existing processes and data feeds with the wider LOIM-IT and data community YOUR PROFILE You hold a Degree in Mathematics, Data Science, Finance or Statistics, You have experience in data analysis of large-scale, distributed data sets, in process automation You are interested in the financial industry and have domain knowledge of investment and securities and/or Artificial Intelligence applications. Understanding of risk management concepts including VaR, stress testing, and scenario analysis. You have the ability to challenge and provide supportive criticism You are familiar with BI tools (ie Tableau), process workflow automation tools (ie Alteryx), programming languages (Python). You have strong analytical and data manipulation skills and excellent statistical modelling skills Autonomous and self-motivated, you pay strong attention to detail. Flexible and results-oriented, with excellent problem-solving skills. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

Your new company An opportunity has arisen to join a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners. They have recently gone through a large organisational change and are in the process of transforming their business and technology processes. The organisation prides themselves on their strong culture. While they have grown through acquisition, they still manage to maintain a collaborative and supportive environment and provide a "family feel" to their employees. Your new role A Senior Business Analyst is required to join a newly created business design function. The design function sits within the Technology department and the role combines knowledge of business architecture and business analysis. This is a specialist role working in a multidisciplined team, alongside Business Design specialists in Architecture and Testing, delivering a unified business design capability.The role is to ensure that business analysis delivers the most effective change, optimising business processes and technological advancements. As a Business Design Specialist, you will provide depth of knowledge across business analysis, working closely with team members and other design specialisms. The unified Business Design Capability aims to cover Technical and Business design, and overall quality engineering (testing). As a design specialist, you will be expected to lead complex business analysis, problem definition, requirements capture and documentation, considering how the existing system estate and capabilities can be utilised and how business outcomes can be tested and proved. You will also be expected to support Design Analysts in the team, who focus on breadth of knowledge across all 3 disciplines. The business design specialist will also assist with the motivation and support of team members on business architecture and analysis activities for the overall product portfolio. They will also support by establishing communities of practice, focusing on BA practices across all product portfolios. What you'll need to succeed You will be a Senior Business Analyst with experience of working on multiple, complex projects and portfolios throughout the full lifecycle. You will have excellent analytical, problem-solving, and decision-making skills. Excellent communication skills with the ability to work effectively with cross-functional teams. Knowledge of Agile methodologies and working in an Agile environment is a plus. You will have highly developed business analytical skills - specifically aimed at the generation of complete business requirements and also business cases for IT change. You will have high levels of initiative, professionalism, independence and resilience and have a proven record of producing quality technical requirements, design and test documentation. You will be able to demonstrate leadership skills and have the ability to work with senior-level stakeholders, ideally with some experience of mentoring and training BAs previously. Experience working in the financial services industry is preferable; knowledge of wealth management is highly desirable. What you'll get in return 65,000 basic salary + bonus Several, including a 25-day holiday and 9% pension Hybrid working - 1-2 days in the office What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

United Utilities' (UU) purpose is to deliver great water for a stronger, greener and healthier North West of England. We are committed to providing our services in a way that respects the environment, supports the economy, and benefits society. We value diversity, inclusion and innovation in our workplace, and we foster a culture where our people can grow, excel, and be themselves. We uphold our ethics, values and business model to fulfil our mission and, by setting clear goals and objectives, we create sustainable long-term value for our colleagues, customers and communities. Whether you work with a team that shares your vision or join a network of peers with similar interests, you will find a welcoming and supportive organisation to be part of. We've got a lot to offer. You'll be part of a thriving FTSE 100 company and will enjoy a range of core benefits that reflect your value and value contribution. Benefits A generous annual leave package of 26 days, which increases to 30 days after four years of service (increases one day per year), in addition to 8 bank holidays A competitive pension scheme with up to 14% employer contribution, 21% combined, and life cover Up to 7.5% performance-related bonus scheme, as well as recognition awards for outstanding achievements A comprehensive healthcare plan through our company-funded scheme MyGymDiscounts - gym and wellness benefit that offers up to 25% off on gym memberships and digital fitness subscriptions Best Doctors Salary Finance Wealth at Work courses Deals and discounts EVolve Car Scheme Employee Assistance Plan Mental health first aiders ShareBuy MORE Choices flexible benefits Enhanced parental leave schemes Job Purpose To lead, develop and manage UU's strategic direction for water related activities across the Water business. You will help to develop policies and strategies that support excellent service, add value and support long-term stewardship for water assets. To integrate strategies into wider business plans such as the drought plan, WRMP and the Price Review business plan submission. Accountabilities & Responsibilities As a Business Analyst in the Water Resources team, you will play a vital role in supporting the development and delivery of strategic water resource plans. Your analytical expertise will help ensure the company meets regulatory requirements while delivering sustainable and cost-effective water resource solutions. Key responsibilities include: Supporting the delivery of the Water Resources Management Plan (WRMP), Drought Plan, and the Annual Review of the Water Resources Management Plan through robust data analysis to produce high-quality technical outputs. Preparing and integrating water resource components into the WRMP and Business Plan, ensuring alignment and consistency across key strategic plans. Applying robust water resources planning methodologies to support evidence-based decision-making that balances risk, resilience, and affordability. Translating complex technical outputs into clear, actionable insights for internal stakeholders and senior decision-makers Facilitating effective communication and collaboration between the water resources team, regulators, and key stakeholders Technical Skills & Experience Relevant experience and a good knowledge of water, wastewater and associated practices, techniques, strategies and the operation of water and wastewater assets and business procedures Strong analytical and problem-solving skills, with the ability to interpret complex datasets and draw meaningful conclusions Experience with data handling, analysis, and visualisation tools; with good knowledge of GIS, Power BI and Tableau. Experience in data modelling and analysis using tools such as Python, VBA, and SQL to support water resources planning, regulatory submissions (e.g. WRMP, WINEP), and strategic decision-making. Excellent communication skills, with the ability to present technical information clearly to a range of stakeholders Qualifications Essential Qualifications Degree (or equivalent) in a numerate, scientific, or technical discipline Visa sponsorship may not be available for this role About the Team Water is a vital but limited natural resource. The pressures of population growth, climate change and environmental considerations mean that it's now more important than ever to plan how we will manage water resources. In Water Resources we plan we will continue to deliver a reliable supply of water for customers in the future, while protecting the environment. Utilising the latest techniques we forecast supply and demand and take into account environmental and drought resilience requirements, as well as future customer needs, assessing under regional and national planning frameworks. We define our strategy to achieve a long-term, best value and sustainable plan for water supplies on the North West. We set out the approach to how we manage water supplies to make sure there is always enough for customers, business and the environment. As a result, here in Water Resources, our planning involves making some huge strategic decisions that are critical to the company. We work closely with the Executive to shape the future of United Utilities, providing excellent opportunities for progression

Your new company An opportunity has arisen to join a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners. They have recently gone through a large organisational change and are in the process of transforming their business and technology processes. The organisation prides themselves on their strong culture. While they have grown through acquisition, they still manage to maintain a collaborative and supportive environment and provide a "family feel" to their employees. Your new roleA Senior Business Analyst is required to join a newly created business design function. The design function sits within the Technology department and the role combines knowledge of business architecture and business analysis. This is a specialist role working in a multidisciplined team, alongside Business Design specialists in Architecture and Testing, delivering a unified business design capability.The role is to ensure that business analysis delivers the most effective change, optimising business processes and technological advancements. As a Business Design Specialist, you will provide depth of knowledge across business analysis, working closely with team members and other design specialisms. The unified Business Design Capability aims to cover Technical and Business design, and overall quality engineering (testing).As a design specialist, you will be expected to lead complex business analysis, problem definition, requirements capture and documentation, considering how the existing system estate and capabilities can be utilised and how business outcomes can be tested and proved. You will also be expected to support Design Analysts in the team, who focus on breadth of knowledge across all 3 disciplines. The business design specialist will also assist with the motivation and support of team members on business architecture and analysis activities for the overall product portfolio. They will also support by establishing communities of practice, focusing on BA practices across all product portfolios. What you'll need to succeed You will be a Senior Business Analyst with experience of working on multiple, complex projects and portfolios throughout the full lifecycle. You will have excellent analytical, problem-solving, and decision-making skills. Excellent communication skills with the ability to work effectively with cross-functional teams. Knowledge of Agile methodologies and working in an Agile environment is a plus. You will have highly developed business analytical skills - specifically aimed at the generation of complete business requirements and also business cases for IT change.You will have high levels of initiative, professionalism, independence and resilience and have a proven record of producing quality technical requirements, design and test documentation. You will be able to demonstrate leadership skills and have the ability to work with senior-level stakeholders, ideally with some experience of mentoring and training BAs previously. Experience working in the financial services industry is preferable; knowledge of wealth management is highly desirable. What you'll get in return £65,000 basic salary + bonus Several, including a 25-day holiday and 9% pensionHybrid working - 1-2 days in the office What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our Investment Risk team, we are looking for a: Investment Risk Data Analyst You will join a global business of more than 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Global Chief Risk Officer and support the Risk function by managing and analyzing data across platforms such as Bloomberg PORT and MARS, while ensuring data quality, developing risk analytics, and enhancing automation in risk management. The role can be based in Geneva, London or Luxembourg. YOUR ROLE Engagement with LOIM Investment Risk Managers and other primary stakeholders to design, develop and implement clear analytical solutions across all asset classes Take ownership of risk and performance dashboards and underlying data sourcing processes Help drive the migration of existing processes to automated processes and platforms in line with the team vision to increasingly leverage Artificial Intelligence. Management of existing data sets, ensuring the analytics tools are correctly sourcing data from data sources external to the immediate team Maintaining risk calculations and process feeds to external calculators Respond and prioritize ad-hoc requests for information as they arise Challenge existing processes and data feeds with the wider LOIM-IT and data community YOUR PROFILE You hold a Degree in Mathematics, Data Science, Finance or Statistics, You have experience in data analysis of large-scale, distributed data sets, in process automation You are interested in the financial industry and have domain knowledge of investment and securities and/or Artificial Intelligence applications. Understanding of risk management concepts including VaR, stress testing, and scenario analysis. You have the ability to challenge and provide supportive criticism You are familiar with BI tools (ie Tableau), process workflow automation tools (ie Alteryx), programming languages (Python). You have strong analytical and data manipulation skills and excellent statistical modelling skills Autonomous and self-motivated, you pay strong attention to detail. Flexible and results-oriented, with excellent problem-solving skills. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our Investment Risk team, we are looking for a: Investment Risk Data Analyst You will join a global business of more than 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Global Chief Risk Officer and support the Risk function by managing and analyzing data across platforms such as Bloomberg PORT and MARS, while ensuring data quality, developing risk analytics, and enhancing automation in risk management. The role can be based in Geneva, London or Luxembourg. YOUR ROLE Engagement with LOIM Investment Risk Managers and other primary stakeholders to design, develop and implement clear analytical solutions across all asset classes Take ownership of risk and performance dashboards and underlying data sourcing processes Help drive the migration of existing processes to automated processes and platforms in line with the team vision to increasingly leverage Artificial Intelligence. Management of existing data sets, ensuring the analytics tools are correctly sourcing data from data sources external to the immediate team Maintaining risk calculations and process feeds to external calculators Respond and prioritize ad-hoc requests for information as they arise Challenge existing processes and data feeds with the wider LOIM-IT and data community YOUR PROFILE You hold a Degree in Mathematics, Data Science, Finance or Statistics, You have experience in data analysis of large-scale, distributed data sets, in process automation You are interested in the financial industry and have domain knowledge of investment and securities and/or Artificial Intelligence applications. Understanding of risk management concepts including VaR, stress testing, and scenario analysis. You have the ability to challenge and provide supportive criticism You are familiar with BI tools (ie Tableau), process workflow automation tools (ie Alteryx), programming languages (Python). You have strong analytical and data manipulation skills and excellent statistical modelling skills Autonomous and self-motivated, you pay strong attention to detail. Flexible and results-oriented, with excellent problem-solving skills. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.

Your new company A leading UK-based wealth management firm, renowned for delivering bespoke investment and financial planning services to private clients and trustees. With a distinguished heritage spanning over 280 years and a listing on the London Stock Exchange, the firm combines tradition with innovation. Following a significant transformation driven by a recent acquisition, they are now focused on strengthening their already well-established Change function to support continued growth and strategic evolution. Your new role As a Senior Business Readiness Analyst, you will be joining an established team of Change Analysts and Managers focusing on Front Office projects. This role will specifically sit within the financial planning portfolio and will be required to work directly on key financial planning initiatives. This will include an XPlan integration, focusing on ensuring that the implementation has the adoption required by the business. The Senior Business Readiness Analyst will also be working on a specific new proposition for the Financial planning business. This is at a very early stage and is the beginning of a revolutionary new proposition for the organisation which can transform the way their FP business performs. There will also be several other initiatives which you will be required to work on. What you'll need to succeed Strong Financial Planning experience Some Business Analysis experience Business readiness skills, including change communications, training etc Investment management experience nice to have Solid stakeholder engagement skills What you'll get in return Competitive basic salary Benefits package including 9% pension 25 days annual leave Hybrid working - 2-3 days in the office What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.

Your new company A leading UK-based wealth management firm, renowned for delivering bespoke investment and financial planning services to private clients and trustees. With a distinguished history spanning over 280 years and a listing on the London Stock Exchange, the firm combines tradition with innovation. Following a significant transformation driven by a recent acquisition, they are now focused on strengthening their already well-established Change function to support continued growth and strategic evolution. Your new role A Business Data Analyst is required to join the Front Office Investment Change team. You will be working on a large-scale transformation programme focusing on the consolidation and simplification of pricing rates across the two businesses. You will work closely alongside various Front Office stakeholders to understand and analyse large data-sets through the use of Excel. You will be required to perform standard Business Analysis duties including requirements gathering, business requirement documentation and business readiness activities relating to the Pricing programme. What you'll need to succeed Business Analysis skills - including requirements gathering, workshop facilitation, business requirements documentation etc. Strong Data Analysis skills Advanced level Excel skills (inc Pivot tables, formulas and Macros) Pricing experience would be ideal Financial services experience is preferable. What you'll get in return Competitive basic salary Excellent benefits package inc 9% pension 25 days holiday + Bank holidays Discretionary bonus What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our Investment Risk team, we are looking for a: Investment Risk Data Analyst You will join a global business of more than 400 investment professionals and a network of 13 offices across Europe, Asia and North America. You will report to the Global Chief Risk Officer and support the Risk function by managing and analyzing data across platforms such as Bloomberg PORT and MARS, while ensuring data quality, developing risk analytics, and enhancing automation in risk management. The role can be based in Geneva, London or Luxembourg. YOUR ROLE Engagement with LOIM Investment Risk Managers and other primary stakeholders to design, develop and implement clear analytical solutions across all asset classes Take ownership of risk and performance dashboards and underlying data sourcing processes Help drive the migration of existing processes to automated processes and platforms in line with the team vision to increasingly leverage Artificial Intelligence. Management of existing data sets, ensuring the analytics tools are correctly sourcing data from data sources external to the immediate team Maintaining risk calculations and process feeds to external calculators Respond and prioritize ad-hoc requests for information as they arise Challenge existing processes and data feeds with the wider LOIM-IT and data community YOUR PROFILE You hold a Degree in Mathematics, Data Science, Finance or Statistics, You have experience in data analysis of large-scale, distributed data sets, in process automation You are interested in the financial industry and have domain knowledge of investment and securities and/or Artificial Intelligence applications. Understanding of risk management concepts including VaR, stress testing, and scenario analysis. You have the ability to challenge and provide supportive criticism You are familiar with BI tools (ie Tableau), process workflow automation tools (ie Alteryx), programming languages (Python). You have strong analytical and data manipulation skills and excellent statistical modelling skills Autonomous and self-motivated, you pay strong attention to detail. Flexible and results-oriented, with excellent problem-solving skills. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.