Job Title: Portfolio Executive – 6 month Contract

Location: North West (Home Based)

Salary: £50-£55k plus benefits

About the Company:

We are recruiting for a Fund management company, currently managing a number of funds across the North of England.

Reason for the vacancy – long term sick cover – may have the opportunity to extend but wouldn’t like to commit to this.

Job Description:

  • The Portfolio Executive will assist in the management of portfolio investments and will seek to minimise the risk of financial loss and maximise the profit.
  • The ideal candidate will build close working relationships internally and with external business introducers and service providers. 
  • Produce and maintain relevant, accurate monitoring systems for all client companies’ activities.
  • Monitor and assess relevant information including financial information to prepare necessary reports on performance of portfolio companies.

Skills and experience needed (essential or preferred):

  • Strong banking technical skills
  • Experience of working in a Relationship Management role within a bank or similar financial environment and in particular experience of analysing financial information to a high level.

For more information then please contact Melanie Phillips on 07538 919456 or by email on

Business Architect – Banking or Financial Services experience highly desirable

Location: Remote-based (weekly travel to London required)

Salary: £60,000 – £110,000 DOE + Benefits + Bonus

A global bank is currently seeking a Business Architect to join their Transformational Change Team. You will join an extremely busy team who are currently focusing acting as an advisory platform to enable large-scale transformational change across a portfolio. You will bring with you refined business architecture skills as well as a highly analytical mindset and the ability to influence senior stakeholders confidently and efficiently. In addition, you will be technically savvy to understand the technical implications and the relevant assets needed for these digital transformations to occur.

In return, you will gain exceptional exposure to a highly varied portfolio of projects and be visible to the banks’ most senior stakeholders. There is the scope for progression of the team which in turn, will allow you to develop your career in a forward-thinking and innovative environment. Furthermore, you will earn a competitive salary along with a generous benefits and bonus package.

To be considered for this role, you must:

  • Be able to illustrate previous Business Architecture experience.
  • Ideally come from a banking or financial services background.
  • Have previous experience of Business Analysis.
  • Have been heavily involved with digital transformation projects and ideally have been involved in multiple projects at any one time.
  • Possess a strong understanding of digital technologies such as AI and robotics.
  • Be a hugely effective communicator and problem-solver.

If you feel you have the prerequisite skills and experience for this role then we want to hear from you. To apply, please send your CV via the link below or get in touch with Sophie Cooper at or Tracy Fletcher at

Job Title: Head of Operations – Retail and Consumer Finance

Location: Preston, North West

Salary: £50,000 – £55,000 + Benefits + Bonus

Are you an expert in the Retail and Consumer Finance landscape?

Do you have an in-depth knowledge of all things compliance and risk?

Are you looking for a new role where you will be highly influential within an evolving business?

If so, we want to hear from you!

We are currently looking for a highly knowledgeable and experienced Operations professional to join our expanding and evolving client based in Preston. They are looking for somebody who has ample experience in the Retail and Consumer Finance landscape to oversee areas such as risk, compliance, legal, relationship management and loan processing.

The business is currently going through and exciting time of growth and evolution to achieve their vision. You will play an integral role in the delivery of this and influence the way these aims are delivered. You will act as a conduit between the Sales, Relationship Management and Development Department to ensure that all changes and improvements are delivered efficiently and quickly. Beyond this, you will be a key figure in BAU operations.

To be considered for this role, you must:

  • Have proven experience in the Retail and Consumer Finance landscape,
  • Be highly experienced in Operations Management within the financial services,
  • Have an in-depth knowledge of risk, compliance, and loan processing,
  • Possess exceptional communication skills and be confident to challenge ideas and express your own,
  • Be commercially savvy with an understanding of laws, rules, and regulations of the consumer finance market,
  • Be a collaborative and team-oriented worker.

If you feel you have the prerequisite skills and experience, then we want to hear from you. Contact Sophie Cooper on or ring her on 07432 582 338.

Job Title: Customer Service Representative

Location: Leeds

Salary: £18,945 rising to £20,774 after probation + excellent benefits package

Our client has won some seriously impressive awards for the outstanding way they treat both their customers and staff, they are absolutely passionate about delivering brilliant customer service. They really do put their customers and their colleagues at the heart of everything they do. They are growing quickly and investing in their future so are creating exciting new opportunities for talented people to join the team.

  • You’ll be enabling customers to find a sustainable solution to managing their personal debt.
  • You’ll use either telephone or digital (webchat, email) communication channels, when interacting with customers.
  • You’ll demonstrate effective questioning and listening skills and really know what it means to show empathy, all the while finding a sustainable solution for them.
  • You’ll treat customers fairly and put them at the heart of everything you say and do.
  • You’ll interact with customers in vulnerable circumstances and find the right outcome for them.

What you’ll need

  • You’ll have developed excellent customer services skills.
  • You’ll have an empathetic and approachable manner and sharp listening skills so that you can pick up on verbal cues and clues.
  • You’ll be computer literate and have some experience of inputting customer data onto CRM systems.
  • You’ll be organised, and comfortable working to achieve targets which focus on quality, accuracy and compliance.

For more information then please contact Melanie Phillips on

Business Developer

Location: Based Liverpool or Cheshire Area

Salary: £45,000 – £55,000 Depending on Experience

Experience in Cash Flow Lending essential

Full details upon application.

For more information contact either Sophie Cooper on or Melanie Phillips on