The Role
We seek an Associate Director to join our busy and collaborative Rating Department. The role focuses on supporting clients with large, complex portfolios by providing an accurate, effective and timely rating appeal service.
The role will involve working closely with colleagues in Birmingham and the wider department (and other business lines) throughout the UK to deliver our business plan(s) and to support the company’s ambition for growth. A key focus is to build on our excellent reputation and increase our market share in strategically identified and specialist sectors.
The successful candidate will have responsibility for some client relationships, which includes working with other stakeholders outside of BNP Paribas Real Estate.
Responsibilities
• Deliver substantial fee income commensurate with role – equivalent to a minimum of 3x basic salary per annum
• Provision of sound and profitable advice and transactions to clients
• Undertake a role in the promotion and development of the Rating offering within the wider BNP Paribas business
• Actively manage client base to deliver financial goals
• Provide accurate management information to the Head of Rating and Senior Director(s) as required
• Contribute directly towards improving the Rating team’s profitability
• Contribute to Surveyor and Graduate development
• Actively manage client base to deliver financial goals
• Maintain and build client relationships
• Actively sell our Rating capability to clients
• Be effective in winning new business
• Develop relationships and grow business from existing and new clients
• Develop a solid track record of repeat instructions
• Identify cross selling opportunities and execute them
• Monitor the pipeline of current and prospective assignments in Rating and action
• Monitor service to clients via regular reviews and promptly rectify any shortfall in quality
• Where required assist in our Key Account Management programme to ensure we understand client Rating needs
• Develop a strong network of relationships and proactively sell services across the Group
• Work with colleagues outside of Rating in the achievement of our company vision and objectives
• Manage fee negotiations, billing and actively manage debtors
• Bill regularly and collect fees as quickly as possible
• Accurately fore cast fees when required to do so by the Head of Rating and Senior Directors
• Assist the Senior team in the development of initiatives to improve profitability
Person specification
Qualifications
• Educated to degree level
• MRICS
Experience
• Demonstrable record of delivery in the UK Real Estate market with a strong Rating background
• and track record in the market place
• Previous experience and evidence of enhancing performance through growth and profitability
• Developing market profile as a new business generator
We are proud to offer award-winning benefits to support and reward our employees:
• Health & Leisure: Private medical cover, 27 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
• Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme – you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
BNP Paribas Real Estate is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, colour, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status.
The Role
The Cash and Banking Controller is responsible for ensuring the cash management of the properties is managed in an effective and timely manner, in accordance with Client requirements and RICS Client Monies regulations.
Responsibilities
• Ensure that all Cash and Banking services are delivered to a consistently high standard and to the service levels required by the Client;
• Monitoring and delivering the allocation of cash received, identifying the source funds and ensuring all sums received are posted to the correct accounts with 24 hours of receipt. Resolving unidentifiable items and reviewing and clearing bank reconciliations;
• Payments must be made in a timely manner and ensuing that under no circumstances the bank account balances are overdrawn;
• Working with surveyors, Clients and team members;
• Helping to manage any cash and banking software and file outputs and inputs;
• Supporting the contractual compliance across the team, including performing within the SLAs and KPIs on behalf of BNPPRE; and
• Assisting in continuously improving processes for market leading best practise financial management and in accordance with all relevant legislation.
• Work with the management team to improve the efficiency, effectiveness and control of their day-to-day work;
• Act as the principal contact point for Clients, surveyors, and other relevant parties on all aspects of cash and banking service delivery;
• Monitoring and delivering the allocation of cash received, identifying the source funds and ensuring all sums received are posted to the correct accounts with 24 hours of receipt. Resolving unidentifiable items, reviewing and clearing bank reconciliations and ensuing that under no circumstances the bank account balances are overdrawn;
• Ensure that services are delivered in accordance with the agreed contract;
• Work with team members on client monies management;
• Ensuring all necessary Quality Assurance reviews have been undertaken and signed off before issue; and
• Assist in internal and external audits of financial information, procedures and controls.
Person specification
Qualifications
• Working towards a recognised cash and banking or accounting qualification (CIMA, ACCA) or qualified through experience would be beneficial however not essential.
• GCSE level qualifications including Maths and English;
Experience / person specification
• Monitoring and delivering the allocation of cash received, identifying the source funds and ensuring all sums received are posted to the correct accounts with 24 hours of receipt. Resolving unidentifiable items, reviewing and clearing bank reconciliations and ensuing that under no circumstances the bank account balances are overdrawn;
• Ensure that services are delivered in accordance with the agreed contract;
• Work with team members on client monies management;
• Ensuring all necessary Quality Assurance reviews have been undertaken and signed off before issue; and
• Assist in internal and external audits of financial information, procedures and controls.
- Heath & Leisure: Private medical cover, 25 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
- Financial: Pension, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme – you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
.Job Title: Data Privacy Manager
Location: Solihull; a flexible hybrid working model which supports you as well as enabling you to work collaboratively with your colleagues
Hours: Full time
______________________________________________
A bit about us:
At BNP Paribas Personal Finance, we are proud to be part of a global banking group. Our mission is simple: to provide straightforward consumer finance solutions that empower customers to make responsible financial decisions. We partner with some of the UK’s most well-known retailers and brands to help their customers finance purchases in a responsible way.
The Role:
As a Data Governance Manager, you will Ensure UK GDPR, PECR 2003 and BCBS239 compliance. You will drive continuous improvements across the business and maximise the income and benefit of available data, alongside increasing confidence and consistency in the quality of data. This role will report into the Head of Data Governance within BNP Paribas Personal Finance UK as part of the first line of defence.
Key Responsibilities:
- Completion of data governance documentation such Data Protection Impact Assessments (DPIA), Record of Processing Activities (RoPA), Cookie Privacy Assessments & Legitimate Interest Assessments.
- Assessing data quality across BNP PF, complete root cause analysis where data is impacted.
- Managing multiple stakeholders and understand technology and commercial concepts quickly, e.g. working closely with Risk and Finance teams to ensure BCBS239 compliance and working closely with IT and marketing teams to manage cookies.
- Identifying areas of improvement in local practices, relative to managing data governance. Contributing to complex projects, orientating the project to deliver maximum business benefit whilst adhering to the data governance, protection and management principles.
- Representing the data governance team across analytical groups & business areas to provide advice & support on data infrastructure, data integrity, quality and privacy. Advising of system recommendations and technical approaches to maintain controls / validation.
- Remaining up to date with the requirements of GDPR and helping build remedial work programs to highlight ongoing risks.
- Championing and growing awareness and knowledge of data governance to enhance the data culture across the organisation.
- Acting as a subject matter expert on data related issues, working collaboratively with various stakeholders to communicate data risks and administer guidance, training and educational materials when required.
- Working effectively under pressure with competing and rapidly changing priorities
Skills & Attributes:
- Extensive knowledge of data architecture and quality
- Substantial experience of working within a data governance or protection setting, with a strong understanding of UK GDPR, PECR and BCB239
- Strong ability to embed information, business process and system wide changes to a technical and non-technical audience
- Strong ability to extract information by questioning, active listening and interviewing
- Demonstrable stakeholder and relationship management skills
- Project management experience is desirable
What’s in it for you?
Joining BNP Paribas Personal Finance means becoming part of a Top Employer UK dedicated to making a difference to the lives of our customers. Along with a fulfilling career, you’ll be able to enjoy a benefits package which you can tailor to your lifestyle and needs, with key highlights including;
- Competitive salary and a contributory pension scheme
- Access to our Health Cash Plan Scheme
- A multi-award-winning flexible benefits platform offering life insurance, private medical insurance, or lifestyle benefits that include discounts on dining, cinema, and days out
- The opportunity to buy and sell holidays, giving you even more control over your work-life balance
Could this be you?
Making a positive impact is at the heart of everything we do – whether for our colleagues, customers, partners, or the community. We live by our values: We’re positive, we’re brave, and we own it. We believe a positive attitude and a passion for making things happen matter most. Don’t let confidence hold you back – there’s no such thing as a ‘perfect’ candidate. If you meet 75% of the requirements for this role, we want to hear from you! Whether you’re considering a career change or exploring a sector jump, we welcome applicants with transferable skills.
Apply now to express your interest and discover how you can make a meaningful contribution to our dynamic team.
To learn more about careers at BNP Paribas Personal Finance UK, visit our website: https://www.bnpparibas-pf.co.uk/careers.
Equal Opportunities Disclaimer
BNP Paribas Personal Finance promotes equality of opportunity and is committed to ensure that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientation.
VIE – Expert en optimisation et automatisation des processus de recouvrement- Swindon H/F
Concrètement votre quotidien?
BNP Paribas, première banque de l’Union Européenne, s’engage à construire une finance innovante, responsable et durable. Au sein d’Arval UK, filiale du Groupe, vous intégrerez l’équipe Collections, au cœur des enjeux d’optimisation des processus et de transformation digitale.
En tant que VIE Expert en optimisation et automatisation des processus de recouvrement, vous jouerez un rôle clé pour accompagner l’équipe dans la normalisation des processus, l’analyse des écarts et l’amélioration continue. Vous serez amené(e) à :
- Collaborer avec l’équipe pour examiner et harmoniser les processus de recouvrement (Corporate/Retail, Réglementé/Non-Réglementé),
- Réaliser des analyses de lacunes et proposer des axes d’amélioration,
- Piloter et participer à des projets d’optimisation opérationnelle,
- Automatiser la collecte et le reporting des données en lien avec les équipes IT et Data,
- Soutenir la mise en place d’outils et de technologies d’automatisation,
- Favoriser une culture d’amélioration continue et suivre les indicateurs de performance.
L’environnement de travail, c’est important !
Le poste est basé à Swindon, au sein des locaux Arval UK.
Vous évoluerez dans un environnement hybride (présentiel/distanciel), en étroite collaboration avec les équipes Collections, Conformité, Ventes, Finance et Transformation métier, pour fluidifier les processus et améliorer l’expérience client.
Et après ?
Ce poste vous permettra de développer une expertise pointue en gestion du risque de crédit et en transformation digitale, tout en acquérant une expérience significative en gestion de projet, analyse prédictive et optimisation des processus. Vous pourrez évoluer vers des fonctions à responsabilités accrues dans la stratégie de recouvrement, la gestion des risques ou l’optimisation des processus, en France ou à l’international, au sein du Groupe BNP Paribas.
Pourquoi rejoindre BNP Paribas ?
Notre monde change : notre manière de nous informer, de consommer… et de travailler aussi ! Aujourd’hui, ce qui compte dans un job, c’est de vivre de véritables expériences, d’apprendre, de partager objectifs et résultats avec ses collègues. Bref, de tracer son propre chemin, différent, responsable et durable. Chez BNP Paribas, nous recrutons nos collaborateurs avec l’idée qu’ils nous aideront à concevoir le monde et la banque de demain.
Vous voulez connaître toutes les raisons de nous rejoindre ? Rendez-vous sur https://group.bnpparibas
Et la rémunération ?
Elle est fixée par Business France et consultable directement sur leur site.
Etes-vous notre prochain VIE ?
A vous de nous convaincre !
Vous êtes titulaire d’un Master obtenu en université ou en école d’ingénieur avec une spécialisation en Informatique et/ou Gestion de projet.
Vous disposez de connaissances en analyse de données, gestion de projet, amélioration des processus et justifiez d’une expérience (stage et alternance inclus) d’au moins 1 an.
Vous parlez couramment anglais et maîtrisez Excel et Power BI.
De plus, votre adaptabilité et votre capacité à décider seront des atouts essentiels. Ajoutez à cela vos compétences analytiques, votre capacité à synthétiser et votre communication pour finir de nous convaincre.
Dans un monde qui change, la diversité, l’équité et l’inclusion sont des valeurs clés pour le bien-être et la performance des équipes. Chez BNP Paribas, nous souhaitons accueillir et retenir tous les talents sans distinction : c’est ainsi que nous construirons, ensemble, la finance de demain, innovante, responsable et durable.
Enfin, nous attachons une importance particulière à ce que nos futurs collaborateurs agissent au quotidien avec responsabilité éthique et professionnelle.
À tout moment pendant le processus de recrutement, les informations figurant sur votre CV, vos données d’identification et vos antécédents pourront être vérifiées.
Durée et disponibilité
Ce poste est à pourvoir dès que possible pour une durée de 12 mois.
Avant de postuler, veillez à vérifier les conditions d’éligibilité pour cette destination : Faire son V.I.E au Royaume-Uni (businessfrance.fr) et ajouter à votre espace candidat un CV et une lettre de motivation en anglais.
Marketing Operations Manager
1-year fixed-term contract, maternity cover
Swindon – Hybrid
We’re Arval BNP Paribas – we’re a global leader in vehicle leasing and the fourth largest leasing company in the UK. Our passion for Service, Sustainability, and Solutions is brought to life by each and every one of our people – who we call Journey Makers.
Culturally, we’re a friendly bunch – more human than corporate – and we serve a diverse customer base. From families choosing their first electric vehicle, to global brands seeking to switch their fleets to electric vehicles – whatever our customers’ mobility needs, we have a solution to offer.
Why join Arval?
In addition to the benefits and opportunities that come with being part of a progressive global banking group, we have a supportive and collaborative culture where wellbeing and work-life balance are taken seriously. Which is why we recently won the Wellbeing category of the 2024 Business Car Awards.
About the role
As Marketing Operations Manager your purpose will be to lead the delivery of customer acquisition and in-life communications. Your team is responsible for marketing and communications for both corporate and regulated retail customers. You’ll manage the operational marketing budget and ensure marketing activities adhere to governance and regulatory requirements whilst delivering the required outcomes.
This role is a 1-year fixed-term contract, to cover maternity leave.
Some of your key responsibilities will include:
- Day-to-day leadership of the marketing operations team
- Working collaboratively with product and sales teams to deliver end-to-end marketing campaigns
- Utilising data and analytics to deliver insights and ensure a data-led approach to performance marketing
- Ensure good governance, regulatory requirements and sustainability standards are applied consistently across all campaigns
What we’re looking for
You’re a knowledgeable marketing manager with a strong sense of accountability and a bias for action. You’re a capable people leader with strong communication and interpersonal skills and a desire to get the best out of your people.
You’ll also be able to demonstrate:
- Experience of managing results-oriented digital marketing practices
- Proven ability to generate high quality leads for corporate and consumer channels
- Ability to deliver results in a regulated environment with a high degree of corporate governance
- Commercial acumen with the ability to balance strategy and operational delivery
The package
We offer a basic starting salary of up to £60,000, plus a bonus of up to £8,900. We also offer 25 days holiday as standard, plus bank holidays, an extra day off for your birthday, and the option to purchase an additional 5 days.
We also provide a comprehensive benefits package, including:
- Company car or cash alternative of £6,000 per annum
- Private medical cover, including a digital GP service
- Company pension with up to 10% employer contribution
- Discounts on our products and services and discounts in many high street brands
- 2 paid volunteering days every year
- Free on-site gym
- Subsidised restaurant serving chef-prepared breakfast and lunch, plus discounted Costa Coffee
- Plus, a range of flexible benefits to suit your lifestyle
Ready to make a difference?
Sound interesting? Click to apply and a member of our Talent Acquisition team will review your CV.
We’re passionate about being consciously inclusive employer, with a strong Speak Up culture. We’re also proud to be a Ban the Box employer as part of our commitment to a fair and inclusive society for all.
Interview process
- Telephone interview our Talent Acquisition team
- Two-stage interview process
If you’re not shortlisted, we’ll still let you know the outcome of your application.
What are you waiting for? Apply today and we’ll be in touch.
Main Job Purpose
Within Securities Services the Sales and Relationship Management team is key to ensuring the continued growth of the Channel Islands across both traditional (Global Custody, FDS, TDS and Fund Administration) and alternative (Private Capital) business lines. There are two main elements to the role:
- delivering against a local sales pipeline and ASC target as well as contributing to global, often transformational, deals.
- protecting and building strategic relationships with local and global clients, with accountability for local client P&L
The Head of Sales and Relationship Management is responsible for ensuring the Relationship Managers (RMs) and Sales Leads in Jersey and Guernsey are equipped to develop long-term client relationships in line with best practice and meet their sales targets, creating a dynamic team structure that encourages self-drive and ambition, whilst also ensuring up to date product knowledge and an understanding of local and global sales campaigns.
The Head of Sales and Relationship Management must also ensure that the team comply with local governance and global reporting, including Business Acceptance committees.
Key Responsibilities
- Define local sales targets both upsell and new prospects and steer progress to those targets
- Work with regional and global sales leads and communities to ascertain contribution to deals where the Channel Islands is a booking location
- Monitor existing local relationships to ensure strong connectivity and sustained credibility
- Support the team in fostering an inclusive client dialogue, promoting the one-bank approach and fostering the collaboration with FIC and MFS, to maximise cross-selling opportunities
- Ensure client strategies are properly documented, aligned with business strategy (relevant product mix to maximise client profitability) and client selectivity guidelines, leveraging PowerSales methodology, account plans and best practice: Conduct annual client reviews, covering strategy, risk, profitability.
- Identify where relevant the need for local sales campaigns and drive their execution
- Drive selective sales efforts with a view to maximise profitability and fully taking risks into account
- Ensure an effective, high performing and consistent deal management process, locally and across locations including global colleagues
- Support client & business retention, with a view at minimising revenue losses and maximising profitability
- Steer local activity & performance (collective & individual) through standard KPIs & dashboards, ensuring high quality data in Client Vision
- Support the ongoing development of sales skills and competencies across the Channel Islands leadership team.
- Ensure full adhesion to:
- Compliance, Financial Security & Risks policies, such as KYC, AML, ABC
- Regulatory obligations
- Standard BP2S processes & procedures such as ESG assessments, pricing models (3P) and Business Acceptance Process (BAP)
- Work with local leadership team to ensure sufficient time is spent on building and maintaining market relationships and relationship with strategic industry influencers: partner with Client Line to ensure competitor analysis is maintained.
Additional Job Requirements – Essential Requirements
- Sales Planning
- Competitive analysis
- Marketing concepts
- People Management
- Client Management
- Risk Management
- Problem Solving
- Presentation Skills
Additional Job Requirements – Desired Requirements
- Financial planning and strategy
- Language skills an advantage
Qualifications & Industry Experience – Essential Requirements
- Minimum five years’ experience in Securities Services Industry
- Minimum five years’ experience in a client development role
- Industry knowledge, particularly Investment operations
Qualifications & Industry Experience – Desired Requirements
- Experience in selling the following products: Private Capital, TDS, Global Custodian and Fund Administration
- Experience with multi-jurisdictional deal teams
Personal Style – Essential Requirements
- Lead from the front
- Results driven
- Excellent interpersonal and written/oral communication skills
- Ability to build long term relationships both internally and externally
- Persuasive negotiator
- Client and quality driven
- Able to lead and motivate
- Ability to work under own initiative
- Effective team player
- Adaptability to changing environments
Manager Conduct Responsibilities
In a controlled risk environment and in alignment with the global strategy, managers must ensure full compliance with Conduct policies:
- Ensure Conduct governance is fully operational, as per standard guidelines: Conduct is a standard item at the agenda of management or team meetings, Conduct dilemma are well managed and documented, the escalation process is in place, Conduct responsibilities are delegated throughout the perimeter in charge.
- Be aware of the Conduct risks arising in the perimeter in charge and make sure that appropriate mitigating processes and controls are in place.
- Ensure Conduct principles are fully embedded in processes including people management processes (appraisal, promotion, mobility, recruitment, …).
- Develop understanding of Conduct principles by ensuring staff participation to awareness & training sessions.
Regulatory requirements
25 hours CPD required per annum.
- Is the employee a “Principal Person – No
- Is the employee a “Key Person” – No
- Is the employee a “Senior Manager” – Yes
*according to the meanings given under Article 1(1) of the Financial Services Commission (Jersey) Law 19981 as supplemented by the Commission’s Notice designating “senior management functions” dated 12 January 2023 and effective 13 March 2023.
Main Job Purpose
To work as part of the Fund Administration team providing Private Capital fund administration,
corporate services and investor services to private capital funds and underlying fund vehicles
ensuring that they are fully compliant with fund documentation, legal and regulatory requirements
to which they are subject.
Ensuring that the provision of fund administration services are aligned with the client SLA’s, all
internal and external deadlines are understood and met and all operational policies,
procedures and checklists are followed.
Reporting to the Fund Administration Manager.
Key Responsibilities
- Preparing fund distribution and call notices to investors in accordance with the fund agreements and legal and regulatory requirements, including liaison with the Investor Relations team regarding the sending of notices to investors
- Work with the Investor Relations team to deal with ad hoc investor queries and maintaining databases
- Prepare payment instructions accurately for approved invoices, FX transactions, investments, distributions and any other ad hoc payments
- Work with the Investor Relations team to update and control static data of investors of the Funds, including bank details
- Assist in analysing investment proposals to ensure potential fund acquisition meet fund investment criteria
- Liaise with specialist internal operations such as compliance and CDD to ensure that funds comply with statutory and regulatory requirements
- Upload invoices in BNPs proprietary workflow management system and maintain accurate data records
- Assist in execution of documents and ad hoc administrative client and investor requests
- Liaise with various external and internal parties in the day-to-day administration of the Fund and other custom reporting and projects for specific investor needs
- Assist the team with internal and external auditor requests and assist with the year-end/interim audit process via a monitored timetable and audit requirement list
- Assist the Corporate Services team with the preparation of board packs as required for all scheduled and ad hoc board meetings
- Provide input in relation to the review and monitoring of existing business processes, procedures and checklists to maximize efficiency and productivity in the Private Capital Team
- Execute group project opportunities relating to the implementation of new systems or platforms and the appropriate operational procedures
- Ensure compliance with all relevant internal processes, procedures and controls when discharging you Fund Administration duties, using the appropriate system or platform in order to do so.
Technical Skills – Essential Requirements
- Proper and effective administration skills
- Good time management skills
- Good prioritisation skills to deal with a high volume of time sensitive tasks quickly and appropriately
- Sound problem solving skills
- Good working knowledge of Microsoft Office Package with an emphasis on Excel and Word.
Technical Skills – Desired Requirements
- Good understanding of fund structures and fund cash flows
- Good understanding of the Private Capital industry
Qualifications & Industry Experience – Essential Requirements
- An interest to study towards a relevant qualification
Qualifications & Industry Experience – Desired Requirements
- Prior experience of Private Capital and fund administration
Personal Style – Essential Requirements
- To be a team player and to help and step in to assist other members of the team when required
- Good interpersonal and communication skills and able to deal with various parties both internal and external
- Organisational skills are key, with an ability to manage workloads and to meet all deadlines
- Demonstrable motivation and ability to learn new applications and processes
- Good attention to detail
Personal Style – Desired Requirements
- Ability to work consistently to meet client deadlines
Main Job Purpose
To work as part of the Fund Administration team providing Private Capital fund administration, corporate services and investor services to private equity funds and underlying private equity fund vehicles ensuring that they are fully compliant with fund documentation, legal and regulatory requirements to which they are subject.
Ensuring that the provision of fund administration services are aligned with the client SLA’s, all internal and external deadlines are understood and met and all operational policies, procedures and checklists are followed.
Reporting to the Fund Administration Manager.
Key Responsibilities:
- Prepare fund distribution and call notices to investors in accordance with the fund agreements and legal and regulatory requirements, including liaison with the Investor Relations team regarding the sending of notices to investors
- Work with the Investor Relations team to deal with ad hoc investor queries and maintaining databases
- Prepare and/or review payment instructions accurately for approved invoices, FX transactions, investments, distributions and any other ad hoc payments
- Prepare and/or review investor correspondence template (i.e. for sending of monthly financial reports and notices) where relevant
- Work with the Investor Relations team to update and control static data of investors of the Funds, including bank details
- Assist in analysing investment proposals to ensure potential fund acquisition meet fund investment criteria
- Liaise with specialist internal operations such as compliance and CDD to ensure that funds comply with statutory and regulatory requirements
- Assist in updating the foreign exchange and invoices log
- Prepare and/or review bridge facility reporting required for the funds Assist in execution of documents and other ad hoc administrative client and investor requests
- Liaise with various external and internal parties (e.g. client, external auditor, other BNP offices etc) in the day to day administration of the Fund and other custom reporting and projects for specific investor needs.
- Liaise with internal and external auditors and assist with the year-end/interim audit process via a monitored timetable and audit requirement list
- Assist the Corporate Services team with the preparation of agendas, board minutes and board packs as required for all scheduled and ad hoc board meetings
- Assist the Corporate Services team in updating logs including minutes, shareholder and loan note registers where required
- Assist with the preparation and compilation of board packs
- Ensure compliance with all relevant internal processes, procedures and controls when discharging you Fund Administration duties, using the appropriate system or platform in order to do so
- Provide input in relation to the review and monitoring of existing business processes, procedures and checklists to maximize efficiency and productivity in the Private Capital Team
- Execute group project opportunities relating to the implementation of new systems or platforms and the appropriate operational procedures
Technical Skills – Essential Requirements
- Proper and effective administration skills
- Good time management skills
- Good prioritisation skills to deal with a high volume of time sensitive tasks quickly and appropriately
- Sound problem solving skills
- Good working knowledge of Microsoft Office Package with an emphasis on Excel and Word
Technical Skills – Desired Requirements
- Good understanding of fund structures and fund cash flows
- Good understanding of the Private Capital industry
Qualifications and Industry Experience – Essential Requirements
- An interest to study towards ICSA/ACCA/ACA or a similar qualification
Qualifications and Industry Experience – Essential Requirements
- Prior experience of Private Capital and fund administration
Personal Style – Essential Requirements
- To be a team player and to help and step in to assist other members of the team when required
- Good interpersonal and communication skills and able to deal with various parties both internal and external
- Organisational skils are key, with an ability to manage workloads and to meet all deadlines
- Demonstrable motivation and ability to learn new applications and processes
- Good attention to details
Personal Style – Desired Requirements
- Ability to work consistently to meet client deadlines
The main purpose of the OPC (Operational Permanent Control) team locally is to ensure the effective management of the group policies and procedures to maintain and enhance a robust risk and operational control framework with regard to the first line of defence.
The Head of OPC and the OPC team collaborate locally and globally to manage the non-financial Risk and permanent control framework within the Channel Islands. Their activities cover all operational risks listed in the Group risk libraries, which include but are not limited to fraud, outsourcing/shoring, conduct, IT, GDPR, compliance and breach of regulations.
The post holder has line management responsibility for the resources employed within the OPC function.
Key responsibilities, include the effective implementation, stakeholder engagement, management and quality assurance relating to:
- All aspects of Procedure management (implementation, application, cascading)
- Identification, management and cascading of the risks through the Risk and Control Self-Assessment framework, in close collaboration with key stakeholders
- Ensure the control plan is maintained and enhanced, and control results are reviewed and analysed by the management of the location and when relevant by operational teams / relevant stakeholders and that, according to the results, action plans are defined if needed locally.
- Incident managed to include analysis, quality reviews and corrective measures that have to be implemented, jointly with the relevant stakeholders
- Contribute management information, KPIs and reporting to organized committees and meetings
- Lead a high performing OPC team that positively delivers against the department goals and local strategy
- As a manager, ensure full compliance with Conduct policies
Competencies
- Broad Operational Risk and Control Management experience and risk awareness
- High attention to detail and a strong commitment to quality control
- Effective stakeholder engagement
- Effective Time Management: Be able to work on multiple assignments and complete high-quality work against strict and competing deadlines, with timely updates to stakeholders
- Effective Communicator with excellent writing, reporting and verbal communication skills
- Personal Conduct: demonstrates the highest levels of ethics, integrity and conduct
- Competent and positive people management skills, leading by example
- Effectively communicates and manages change; solution driven
- A can-do attitude with a strong ability to work on own initiative
- Accountability – takes initiative and is accountable for their role
- Analytical ability, with some knowledge of Tableau/PowerBI reporting tools (or similar) a plus
The Role:
We are looking for a Rural Valuer to join the Strutt & Parker Northern Rural Team to co-ordinate all valuations across the north of England. You will lead a network of Valuers and provide professional guidance and support to them as well being responsible for delivery of your own valuation workstream.
Key Skills
• Reliable, friendly, approachable and supportive, able to inspire others, to coach and develop people’s skills
• Entrepreneurial, dynamic and able to apply professional and commercial judgement to deliver results
• Competent and experienced MRICS qualified rural surveyor with experience of delivering work across a range of projects
• Demonstrate team leadership, capable of building relationships with existing and new clients and generating new opportunities
• Possess a composed manner in order to be able to work under pressure
• Good time management and ability to prioritise workloads
• Ability to meet deadlines
• Accuracy and attention to detail
• Excellent communication skills – must be capable of building and maintaining good relationships with team members, other colleagues and clients
• Confident manner with clients and the team
• Flexible approach to work and hours undertaken
• An understanding of confidentiality issues and the use of discretion
• Ability to network, influence, negotiate
Qualifications:
• MRICS (good amount of PQE)
• RICS Registered Valuer
• FAAV qualified is preferable
Experience
• Strong experience in agricultural and rural residential valuations
• Proficient in the use of Word, Excel and mapping software
• Experience in working in a regional setting potentially covering more than one office location.
We are proud to offer award-winning benefits to support and reward our employees:
- Heath & Leisure: Private medical cover, 27 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
- Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme – you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
Strutt and Parker is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, colour, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status.