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Experience Level
Mid to Senior
Qualifications
The ideal candidate will have a strong background in finance, with proven experience in financial planning and analysis. A degree in Finance, Accounting, or a related field is required. You should possess excellent analytical skills, proficiency in financial software, and the ability to communicate complex financial concepts clearly. Experience in a leadership role is a plus, as we are looking for someone who can influence and inspire others.
About the job
Lottie is hiring a Strategic Finance Lead in London. This role focuses on shaping financial strategy and supporting the long-term sustainability of the business. The position involves building and maintaining financial models that inform key decisions, analyzing data to spot trends, and working with teams across the company to improve financial outcomes.
What You Will Do
Develop and implement financial models to support business planning and decision-making
Analyze financial data to identify patterns and emerging trends
Collaborate with other departments to optimize financial performance
Provide insights that guide company growth and help strengthen Lottie's competitive position
Location
This position is based in London.
About Lottie
Lottie is a forward-thinking company located in London, dedicated to revolutionizing the industry with innovative solutions that enhance financial transparency and efficiency. Our team is passionate about leveraging technology to create value for our clients and stakeholders, fostering an inclusive and dynamic workplace culture.
About NOVA Wealth:NOVA Wealth is an innovative startup determined to revolutionize financial advice delivery in the UK. Our commitment to a customer-centric approach is fundamental to every client interaction. By harnessing advanced technology, we empower our advisers to provide exceptional service while minimizing daily administrative tasks.Our mission is t…
About NOVA:NOVA Wealth is an innovative startup dedicated to transforming financial advice delivery in the UK. We believe that a human adviser is essential to every client relationship, and by harnessing technology, we empower our advisers to enhance service levels while reducing administrative burdens.Our mission is to revolutionize the advice industry by providing superior customer outcomes at a lower cost, making quality financial guidance accessible to a broader audience. With our customer-focused advisers and cutting-edge Lifeline technology, we enable clients to not only make informed financial decisions but also to pursue their desired lifestyles.About the Role:At NOVA, we embrace a unique approach. We have eliminated lengthy, paper-based suitability reports, opting instead for a fully digital method of providing comprehensive, holistic advice.We are searching for visionary Partners (Financial Advisers) who are eager to challenge the status quo and strive for better client outcomes. We want our Partners to concentrate on client engagement rather than administrative tasks.This exciting role is perfect for self-motivated individuals who aspire to break away from traditional wealth management models and build their own client portfolios. You will play a pivotal role in our growth, helping individuals maximize their financial potential and reimagining the experience of receiving financial advice.Key Responsibilities: Developing new business opportunities by utilizing our integrated lead generation channels to create your own client base. Delivering holistic financial advice with a planning-oriented approach, identifying clients' unique financial needs and guiding them toward their ideal futures. Providing exceptional client service to foster lasting relationships with both mass affluent and high-net-worth clients.
About NOVA Wealth:NOVA Wealth is an innovative and rapidly evolving startup aiming to revolutionize financial advice delivery in the UK. We believe that human advisors should be central to every client relationship, and by harnessing technology, we empower our advisors to offer enhanced service while minimizing everyday administrative burdens.Our mission is to create a transformative solution in the advisory sector that promotes better customer outcomes at a lower cost for a broader audience. With our customer-focused advisors supported by cutting-edge Lifeline technology, we enable clients to not only make informed financial decisions but also to achieve their dream lifestyles.About the Role:Salesforce is fundamental to NOVA's service delivery, serving as our CRM platform, which includes Financial Services Cloud, Sales Cloud, and Service Cloud. It also functions as an operational workflow platform, where we develop new applications to meet our growing data and process requirements. Our tech stack also incorporates Pardot, CRM analytics, and Heroku.As we expand, we are seeking adept Salesforce Developers to join our team and facilitate the necessary changes at NOVA. In this pivotal role, you will collaborate closely with the product team and business subject matter experts to identify challenges and implement effective solutions.This position is ideal for individuals passionate about leveraging technology to solve problems, utilizing the full potential of the Salesforce platform to empower NOVA colleagues to provide a best-in-class offering to our customers. As part of a small, agile team, you will have the autonomy and responsibility to manage the entire process without extensive oversight, allowing you to gain a deep understanding of the challenges we face and develop innovative solutions.Key Responsibilities:Engaging with stakeholders to gather requirements and comprehend business processes, translating them into technical solutions on the Salesforce platform.Developing and maintaining Apex and Lightning Web Components.Continuously enhancing our delivery methodologies, utilizing GitHub and Gearset.Designing and implementing tailored solutions on the Salesforce platform, integrating with other business applications like Docusign, and facilitating inbound and outbound integrations with our tools.Conducting data migrations and ensuring data quality management.Establishing best practices and maintaining technical documentation.Offering technical support and troubleshooting for Salesforce-related issues.
About NOVA Wealth:NOVA Wealth is an innovative startup on a mission to revolutionize the financial advisory landscape in the UK. We believe in placing a human adviser at the core of each client relationship while utilizing cutting-edge technology to enhance our advisers' capabilities. Our goal is to deliver exceptional service while minimizing the mundane administrative tasks that often hinder productivity.We are dedicated to creating a transformative experience in the advisory sector, focusing on better outcomes for clients at a lower cost. Our customer-centric advisers, supported by our groundbreaking Lifeline technology, empower clients to not only make informed financial decisions but also to realize their aspirations.About the Role:We are seeking a highly skilled and technically proficient Senior Paraplanner to join our dynamic team. In your role as a Financial Planner, you will not only be a part of our specialist planning team but also take on significant responsibilities that go beyond traditional paraplanning roles. While this is not a client-facing position, you will play an integral role in the financial planning process, taking charge of our comprehensive advice methodology, crafting tailored recommendations, and designing financial plans for our clients.This position is ideal for those who are passionate about the financial services industry and eager to take on increased responsibilities within a forward-thinking company. At NOVA, we are committed to a planning-centric approach that leverages technology to enable our planning team to concentrate on what truly matters—providing exceptional advice for our clients.Your Responsibilities: Developing exceptional financial advice for our clients Serving as a technical expert in all areas of financial planning Conducting cash flow analysis and projections Evaluating clients’ existing financial products and investments Managing individual planning projects that require technical acumen Upholding the highest standards of advice for our clients Enhancing and optimizing our processes and methodologies Collaborating with our technology team to streamline administrative tasks and improve efficiency Mentoring and supporting junior colleagues and administrative staff Qualifications:Client-Focused: A dedication to placing clients at the forefront of all endeavors, with strong relationship-building skills, meticulous attention to detail, and a commitment to simplifying processes for clients.Entrepreneurial Spirit: A proactive mindset that aligns with our mission to disrupt the financial advisory industry through innovative thinking and a tenacity for success.Technologically Savvy: Comfort and proficiency with technology tools and platforms that enhance financial planning.
About NOVA Wealth:NOVA Wealth is an innovative startup dedicated to revolutionizing the financial advisory landscape in the UK. Our belief is that a personal adviser is integral to every client's journey. By harnessing advanced technology, we empower our advisers to provide exceptional service while minimizing the daily administrative burdens that can hinder efficiency.At NOVA, our mission is to transform the advice industry, ensuring better financial outcomes at reduced costs for a wider audience. Our customer-centric advisers, paired with our cutting-edge Lifeline technology, enable clients to not only make informed financial decisions but also to pursue their dream lifestyles.Role Overview:We invite you to embark on an exciting career journey as a Graduate Operations Specialist. In this role, you will support the essential day-to-day operations of our business, from client onboarding to the development and implementation of streamlined processes. Your proactive attitude and eagerness to learn about personal finance and business operations will be paramount.This position offers a fantastic opportunity to launch your career in financial planning. You will receive support towards attaining the CII Diploma (Chartered Insurance Institute), which will require commitment and self-directed study.This diverse role is ideal for individuals with a passion for learning and the opportunity to shape the future of our company from its inception.Key Responsibilities:Onboarding clients and managing relationships, including gathering personal and financial information, engaging with clients, and executing our recommendations.Ownership of operational processes, continuously seeking opportunities for innovation and improvement.Serve as a primary point of contact for operational inquiries.Maintain accurate information across various systems.Learn and uphold key regulatory requirements to ensure compliance.Foster a collaborative culture by engaging with team members and proposing new ideas.The chosen candidate will be enthusiastic about pursuing the CII Diploma in Regulated Financial Planning, which equips you with essential knowledge and skills in investment principles, taxation, retirement planning, and protection products.
About NOVA Wealth:NOVA Wealth is an innovative and rapidly expanding startup aimed at revolutionizing financial advice delivery in the UK. We are committed to placing a human adviser at the center of every client relationship while harnessing technology to empower our advisers. This approach allows us to enhance service levels significantly and minimize the administrative burdens that often hinder performance. Our mission is to transform the advisory landscape, delivering superior customer outcomes at lower costs, thus benefiting a broader audience. With our customer-focused advisers and cutting-edge Lifeline technology, we empower individuals to not only make informed financial decisions but also to realize their dream lifestyles.About the Role:At NOVA, we transcend traditional advertising; we create dynamic growth loops. This position is designed for a hands-on builder who will architect and amplify our paid acquisition strategies rather than merely executing a predefined plan. We are on the lookout for a Performance Marketing Lead who thrives on execution and is passionate about the intricacies of campaign design and the thrill of optimizing conversion funnels.As the catalyst for our paid acquisition initiatives, you will oversee daily operations, scaling efforts, and relentless optimization of our performance channels. Your role is not limited to budget oversight; you will actively engage with the platforms, fine-tuning campaigns, experimenting with creative elements, and ensuring that every pound spent is maximized to disseminate our transformative financial advice to a wider audience.Key Responsibilities:Channel Mastery: Take a hands-on approach with Google Ads, LinkedIn, and Meta. You will be tasked with building, launching, and managing campaigns from inception to execution, ensuring impeccable technical implementation.Rapid Experimentation: Lead a fast-paced testing strategy. From refining headlines and CTA buttons to optimizing landing page designs, you will continuously iterate to discover the ultimate lead generation formula.Funnel Optimization: Own the customer journey from initial click to first meeting. You will identify and eliminate conversion barriers, ensuring a seamless connection between marketing efforts and our service offerings.Data Integrity & Reporting: Maintain an unwavering focus on data accuracy. You will be responsible for daily performance monitoring and play a key role in shaping our tracking and attribution methodologies, ensuring accurate measurement of key events, funnel stages, and conversion signals to swiftly respond to changes in customer acquisition cost or lead quality.Creative Collaboration: Serve as a liaison between performance analytics and creative processes, utilizing data insights to inform and enhance creative outputs.
Titan Wealth is an innovative and rapidly expanding wealth management firm, dedicated to creating a more equitable, efficient, and effective financial services model. Our mission is to empower financial advisers and their clients to achieve their financial aspirations through superior advice-led wealth management services.We foster a vibrant work environment that thrives on opportunity, encouraging both individual and collaborative contributions to ensure we deliver optimal outcomes for our clients in the long run.We are seeking an exceptional Business Analyst to join our Group Change function. In this pivotal role, you will support a portfolio of strategic change programs and M&A integration initiatives across the organization.As a Business Analyst, you will be at the forefront of intricate change, collaborating with teams across front office, operations, finance, risk/compliance, technology, and external partners. Your contributions will be essential in shaping change, defining operating models, facilitating integrations, and converting business strategies into actionable deliverables.This role is not solely focused on documentation; it demands an individual who thrives in fast-paced environments, navigates ambiguity, influences senior stakeholders, and drives change through to completion.This is a hybrid office-based position, requiring attendance in the office three days a week. This is a full-time, permanent role.
Role Overview Lottie is hiring a Strategic Finance Lead in London. This role focuses on shaping financial strategy and supporting the long-term sustainability of the business. The position involves building and maintaining financial models that inform key decisions, analyzing data to spot trends, and working with teams across the company to improve financial outcomes. What You Will Do Develop and implement financial models to support business planning and decision-making Analyze financial data to identify patterns and emerging trends Collaborate with other departments to optimize financial performance Provide insights that guide company growth and help strengthen Lottie's competitive position Location This position is based in London.
About Titan Wealth Titan Wealth is a growing wealth management firm based in London, serving clients in the UK and internationally. The company focuses on building a more equitable and efficient business model to deliver advice-driven wealth management services. Titan Wealth supports financial advisers and their clients in reaching their financial goals. Work Culture The team values both individual initiative and collaboration. Employees are encouraged to contribute ideas and work together to achieve strong results for clients over the long term. Role Overview: Senior Analytics Engineer This position sits within the wealth management division and works closely with the central data team. The Senior Analytics Engineer will shape, model, and analyze data that supports decision-making across advisory, investment, operations, and client service teams.
Join our dynamic team at Wakam as a Finance Manager or Finance Lead, where you will play a pivotal role in managing financial operations and strategies. This position offers an exciting opportunity to contribute to the growth and success of our organization.
About WonderblyWonderbly specializes in crafting personalized books and gifts that enable individuals to commemorate life's special moments in a meaningful way. Our offerings, ranging from enchanting children's stories to cherished keepsake gifts, merge creativity, storytelling, and personalization to deliver truly unique experiences.As we advance our creative strategy to propel our next growth phase, we're focused on enhancing creative output, boosting our video and performance creative capabilities, and establishing a more streamlined in-house production process across various marketing channels including paid media, CRM, onsite efforts, and brand interactions.The RoleWe are seeking a dynamic Creative Lead to oversee and enhance the creative output across Wonderbly's primary marketing channels.This hands-on leadership position requires a blend of exceptional creative insight, commercial acumen, and operational expertise. You will guide the team daily, elevate the quality and consistency of our work, and develop a scalable content and production system, while also being actively involved in the creative process.This position transcends mere creative oversight or high-level direction; we need a leader who can actively create, direct, prioritize, and refine our creative efforts.You will be instrumental in helping Wonderbly generate superior creative content more efficiently, particularly in paid social, CRM, onsite, and video channels, while influencing the evolution of the team over time. Although the initial focus will be on Wonderbly, there will be opportunities to expand and enhance creative capabilities across the broader Wonderbly group.What You’ll DoOwn Creative OutputLead the creative initiatives across paid social, CRM, onsite, and organic channelsEnsure all work aligns with branding, achieves commercial objectives, and is appropriate for each channelAct as the sole custodian of creative quality and deliveryDrive Creative VelocityAccelerate the pace and volume of high-quality creative output across various formatsEnhance workflows, prioritization, and operational methods to mitigate bottlenecksLead Hands-On Creative and ProductionConceive, direct, and contribute to creative projects as neededArt direct shoots and oversee content production from start to finishDeliver impactful outputs efficiently in collaboration with internal teams and external partnersPartner with Growth on Performance CreativeCollaborate closely with Growth teams to enhance the effectiveness of paid creativeTranslate testing requirements into a robust pipeline for static, video, and iterative contentEstablish tighter feedback loops between performance metrics and creative outputsBuild a More Effective Creative EngineEvaluate the need for in-house capabilities versus freelance assistanceEnhance resource allocation and output efficiency while continuously raising the quality of creative and brand presenceContribute to the formation of future team structures and recruitment strategies.
Join our dynamic team at Adams Street Partners as an Associate in Wealth Management. In this pivotal role, you will assist in managing client portfolios, conducting market research, and providing key insights to optimize investment strategies. Your analytical skills will contribute to the development of tailored financial solutions for our clients, ensuring their financial goals are met.
Join mentis as an AI Resident in our Wealth Management department, where you will have the opportunity to work at the intersection of finance and artificial intelligence. This innovative role is designed for individuals passionate about leveraging AI to enhance financial strategies and client experiences. You will collaborate with experts in the field, engage in hands-on projects, and contribute to the development of cutting-edge AI solutions tailored to wealth management.
Titan Wealth is an innovative and rapidly expanding wealth management firm, operating not just in the UK but also on an international scale. Our company is committed to redefining wealth management through a more equitable and efficient business model. We strive to provide exceptional advice-led services that empower financial advisors and their clients to achieve their aspirations and ambitions.At Titan Wealth, we foster a vibrant work environment filled with opportunities for growth and development. We encourage individual initiative and teamwork, allowing us to collaboratively enhance client outcomes for the long term.Role OverviewAs a Procurement Specialist, you will play a key role in building Titan Wealth’s procurement function from the ground up. You will shape supplier strategies, frameworks, and governance structures. This position seamlessly blends strategic sourcing, supplier management, and compliance oversight to maximize value across our organization.Given the significant potential for cost optimization and supplier consolidation, we seek a robust communicator capable of engaging stakeholders, driving change, and effectively implementing new processes. This is a hands-on position requiring strong commercial insight, negotiation prowess, and the ability to thrive in a fast-paced, entrepreneurial setting. Department Development - This pivotal role involves establishing a comprehensive procurement function within Titan Wealth. You will be responsible for designing and implementing procurement frameworks, policies, and processes that lay the groundwork for a scalable and efficient procurement operation. This includes creating supplier management structures, governance models, and reporting mechanisms that align with the Group’s strategic objectives. You will report directly to the Group Head of Procurement and Vendor Management.
Join Capco as a Business Analyst specializing in Wealth & Asset Management. In this dynamic role, you will have the opportunity to work with leading financial institutions, helping them navigate complex challenges and enhance their operational efficiency. Your analytical skills will be instrumental in driving impactful business solutions and fostering innovation within the industry.
Join Capco as an Operational Excellence Lead in our Wealth Operations team. In this pivotal role, you will drive process improvements and implement best practices to optimize operational efficiency. Your expertise will help shape our strategies to deliver exceptional client services and enhance overall operational performance.
Join our dynamic team at AccorHotels as a Finance Assistant, where you will play a crucial role in supporting our financial operations. You will assist with daily financial tasks, ensuring accuracy and compliance while contributing to our mission of delivering exceptional hospitality services.
Full-time|£40K/yr - £60K/yr|Hybrid|London, England, United Kingdom
Corgi Insurance is growing its London team as it expands into the UK and EU. With $108 million raised and a focus on tech startups, the company operates under full regulatory compliance and uses AI to drive its insurance offerings. Role overview This Finance Associate position is entry-level and based in London, with both hybrid and on-site work options. The role covers a wide range of finance tasks, from processing expenses to analyzing vendor relationships. There is room to grow beyond traditional finance responsibilities. The team values initiative, reliability, and a hands-on approach to all aspects of finance operations. Key responsibilities Process expense reimbursements with accuracy and attention to detail. Review vendor relationships and internal workflows to find cost-saving opportunities. Maintain bookkeeping records, identifying trends or irregularities beyond simple data entry. Conduct finance-related research and work closely with colleagues. Communicate directly with vendors and represent the company’s interests in negotiations. Requirements Ready to take on any finance-related task, regardless of seniority. Trustworthy, reliable, and a strong team player. Solid numerical and analytical skills. Motivated to improve processes and excel in responsibilities. Comfortable with open and transparent communication. Work culture Emphasis on decision-making and action: progress is valued over perfection. High energy is expected, no matter the workload. Team members are encouraged to bring solutions, not just highlight problems. Internal competition is used to raise standards across the team. This role fits those eager to build and improve, not those looking to coast. Behaviors that will lead to immediate departure Participating in office politics or gossip. Reacting defensively to constructive feedback. Adding unnecessary processes instead of streamlining operations. Missing deadlines after making commitments. Compensation and details Based in London, with hybrid or on-site options. Salary: £40,000 to £60,000, plus equity. Compensation is based on capability, not just years of experience. How to apply Send a CV to sergio@corgi.com if a high-intensity, high-performance environment is appealing. Those who prefer a different pace are asked not to apply. Corgi Insurance aims to challenge the status quo in insurance and seeks team members who strive for more than mediocrity.
We are seeking a dynamic and strategic Finance Business Partnering Lead to join our team at Egis Group in London. In this pivotal role, you will drive financial insights and support decision-making across various business units. Your expertise will be essential in shaping financial strategies, optimizing resources, and fostering a culture of financial accountability.
Join Us at ConveoAt Conveo, we are revolutionizing the way businesses conduct research. Our AI research platform provides quick, cost-effective, and high-quality insights for both consumer and B2B sectors. Leading brands leverage our AI video interview technology to enhance their marketing, product development, and research initiatives.Why This Role MattersTraditional research methodologies are often slow, costly, and lack depth, which hampers companies' ability to truly understand their customers. By addressing these challenges, we empower organizations to better serve their audiences.About Our TeamYou will become part of a dynamic team that combines exceptional passion and expertise in market research, engineering, and entrepreneurship. We are committed to excellence while enjoying the process.Our Work CultureWe prioritize our clients and their needs, consistently going above and beyond.We work diligently while ensuring that we have fun.To maintain high-quality outcomes, we operate with a streamlined team.Role OverviewAs the Financial Operations Lead, you will be the cornerstone of Conveo’s financial operations. This pivotal role requires you to transform our finance function into a robust and scalable operation capable of supporting our growth through Series B and beyond.You will take ownership of Conveo’s financial health, collaborating with leadership and founders to guide decisions on capital, revenue, expenses, staffing, and expansion. You will be the architect of our financial framework, ensuring accuracy and integrity in our financial records.This position calls for a seasoned professional with expertise in financial control and accounting, someone who can maintain meticulous oversight of Conveo’s financial affairs.
