Private

2 weeks ago

Southampton, Southampton, United Kingdom Aztec Full time
Head of Private Equity | Southampton | Aztec Group 6158 Home / Careers / Vacancies

Head of Private Equity

Reports to Group Head of Private Equity


This role is accountable for the oversight of both delivery and development of the Private Equity Asset Class in Southampton in a manner that is aligned to the Aztec Group brand values and strategic business goals.

This role forms part of the wider Strategic Leadership Team for Private Equity, which make up the Private Equity Oversight Committee - tasked with strategic oversight of the Private Equity business across all service lines and Geographies.


Supporting a planned growth strategy, the individual will collaborate with Client and Market Development teams to shape and drive the Business Development Strategy for Private Equity and to convert new business opportunities into successful client relationships.

Accountable for the leadership of the PE Asset Class Team within Southampton to deliver:

High levels of employee motivation and engagement, building and maintaining strong, trusting and authentic relationships with the teams


Accountable for the design and delivery of a business plan for the growth and delivery of the Private Equity Asset Class in Southampton, for approval by the PE Oversight Committee.


Accountable for PE Southampton performance against approved budgets / reforecasts, revenue targets and other KPIs, ensuring that the Private Equity team meets targets and fully contributes to the success of the wider Aztec business.

Collaborate with leaders across all product lines (including Fund, Corporate, Depositary, Tax, AIFM and ESG Services) to ensure an aligned client experience, support cross-selling opportunities within existing clients, and ensure joined up proposals for new prospects

Acting as the point of senior escalation within Southampton, for significant issues related to Private Equity Clients to ensure speedy and satisfactory resolution of issues and incidents

Collaborate with the Business Development Team, to develop a network of meaningful contacts including prospects and influencers in order to grow Aztec's Private Equity business

Collaborate with the Client Service and PE Operations teams to ensure that transformation and change initiatives are developed and deployed effectively to support the Private Equity strategy, acting as active sponsor where required and deploying resources on key initiatives to ensure success

Assess client satisfaction for all services provided within the Private Equity Asset Class for Southampton, and ensure a proactive approach is taken to any additional service opportunities or substandard service provision

This role is a member of the Private Equity Oversight Committee, which has collective accountability for the setting and ongoing management of the group-wide strategy for the Private Equity Asset Class across all Geographies


This role will chair the Management Group for Southampton, to ensure all aspects of the PE Asset Class business is proactively managed to deliver the objectives/KPI's agreed with the PE Oversight Board and that appropriate action is taken to correct any divergence.

Provide the most important clients with a Red Carpet experience by maintaining and building client relationships to support the D&ADs and teams responsible for those clients, and act as the highest "in-geography" authority in the event of any issues within the client teams

Accountable for ensuring that robust staff succession and career progression plans are developed

Coaching, development and objective setting for direct reports and senior team members

Relationship building (the foundation of a high-performing team)

Candidate will be ACA, ACCA, ICAEW or ICSA qualified

Considerable practical business and post qualification experience in the Financial Services sector with a focus on fund administration and/or accounting

Computer literacy and word processing skills are essential, including advanced proficiency in accounting tools, such as Microsoft Excel

strong problem solving and capability to make decisions based on accurate and timely analysis


We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development.

  • Private Dentist

    2 weeks ago

    Southampton, Southampton, United Kingdom MBR Dental Full time

    Private Dentist / Southampton, Hampshire MBR Dental are currently assisting a dental practice located in Southampton, Hampshire to recruit a private dentist to join their team on a permanent basis. Independent private dental practice. Position available asap with notice period taken into consideration. Full or Part Time position available. Full time,...

  • Private Client Lawyer

    1 month ago

    Southampton, Southampton, United Kingdom Grist Legal Recruitment Full time

    Private Client Lawyer A Private Client Layer is required by a Southampton law firm to provide legal fee earning for their private client department. The Private Client Lawyer will be required to work upon a range of private client matters including wills, probate, estate administration, advising upon inheritance tax and LPA's under supervision of the...

  • Private Client Solicitor

    2 weeks ago

    Southampton, Southampton, United Kingdom Capio Recruitment Full time £42,000 - £62,000

    Title- Private Client Associate-Senior Associate Are you an experienced Private Client Solicitor looking for a new opportunity with a reputable law firm in Southampton? We are currently seeking a dedicated individual to join our dynamic team at a leading law firm specializing in private client services.About Us: We are a well-established law firm with...

  • Private Client

    2 weeks ago

    Southampton, Southampton, United Kingdom The Legists Full time

    A top 100 UK Law Firm with offices throughout the South East including London and with widespread recognition in the Legal 500 has an exciting opportunity for an experienced Private Client Solicitor or Legal Executive to join their specialist team of PrivateWealth lawyers based in their Southampton office at Associate level. This firm takes prides in its...

  • Private Client Solicitor

    2 weeks ago

    Southampton, Southampton, United Kingdom G2 Legal Limited Full time

    This growing Legal 500 law firm in Southampton is expanding and is looking for an experienced Private Client Solicitor or Legal Executive to join the private client team, in this key placement. As the Private Client Solicitor you will be handling a varied caseload andbuilding trusted, long-term relationships with clientsto include wills, probate, COP, IHT,...

  • Private Client Lawyer

    2 weeks ago

    Southampton, Southampton, United Kingdom Grist Legal Recruitment Full time

    Private Client Lawyer A regional law firm with an office in Southampton require and experienced Private Client Lawyer to join their Private Client department to undertake a varied caseload. The successful Private Client Lawyer may be a qualified Solicitor or Legal Executive with the ability to run cases from start to finish involving drafting and advising...

  • Private Client Lawyer

    2 weeks ago

    Southampton, Southampton, United Kingdom Grist Legal Recruitment Full time

    Private Client Lawyer A regional law firm with an office in Southampton require and experienced Private Client Lawyer to join their Private Client department to undertake a varied caseload. The successful Private Client Lawyer may be a qualified Solicitor or Legal Executive with the ability to run cases from start to finish involving drafting and advising...

  • Private Client Lawyer

    2 months ago

    Southampton, Southampton, United Kingdom Grist Legal Recruitment Full time

    Private Client Lawyer A regional law firm with an office in Southampton require and experienced Private Client Lawyer to join their Private Client department to undertake a varied caseload. The successful Private Client Lawyer may be a qualified Solicitor or Legal Executive with the ability to run cases from start to finish involving drafting and advising...

  • Head of Private Equity ›

    2 weeks ago

    Southampton, Southampton, United Kingdom Aztec Full time

    Head of Private Equity | Southampton | Aztec Group 6158 Home / Careers / Vacancies Head of Private Equity Job ID: | Location: Southampton Reports to Group Head of Private Equity This role is accountable for the oversight of both delivery and development of the Private Equity Asset Class in Southampton in a manner that is aligned to the Aztec Group...

  • Private Client Solicitor

    2 weeks ago

    Southampton, Southampton, United Kingdom Chadwick Nott Full time

    Private Client SolicitorSouthampton4 + PQE£50,000 + DOEExciting plans for further strategic growth mean that this Legal 500 firm now seeks to recruit an experienced Private Client Lawyer. The successful individual will join their award winning Wills, Trusts and Estate team dealing with a wide range of work including :Domestic/Foreign Wills, assets and...

  • Private Client Solicitor

    1 month ago

    Southampton, Southampton, United Kingdom Chadwick Nott Full time

    Private Client SolicitorSouthampton4 + PQE£50,000 + DOEExciting plans for further strategic growth mean that this Legal 500 firm now seeks to recruit an experienced Private Client Lawyer. The successful individual will join their award winning Wills, Trusts and Estate team dealing with a wide range of work including :Domestic/Foreign Wills, assets and...

  • Private Client Solicitor

    2 weeks ago

    Southampton, Southampton, United Kingdom Search Consultancy Full time

    Private Client Lawyer required. My client is long established full service firm with an expanding network of offices in Hampshire and beyond. They are known for high quality and personal service for their clients throughout the region. The Private Client team has a particularly strong reputation, offering expertise across the full spectrum of work,...

  • Private Client Solicitor

    2 weeks ago

    Southampton, Southampton, United Kingdom JMC Legal Recruitment Full time

    This regional heavyweight firm boasts several offices across the South East and as a result of their continued success, they are seeking a Private Client Solicitor 3+ years PQE to join their Southampton, Hampshire office. This established regional firm has been serving clients for over 55 years, and their commitment to putting clients first has led to...

  • Private Wealth Partner

    2 weeks ago

    Southampton, Southampton, United Kingdom Douglas Scott Legal Recruitment Full time

    Private Wealth or Private Client Partner or Senior Associate, Southampton AreaThis is a superb opportunity to join a well established and highly regarded law firm who are looking to strengthen their Private Client team.You will be a partner or senior associate looking to progress and take on your next challenge. Ideally you will have trained and gained...

  • Private Client Solicitor

    6 days ago

    Southampton, Southampton, United Kingdom Douglas Scott Legal Recruitment Full time

    Private Client Solicitor , SouthamptonThis is a superb opportunity to join a well known regional firm who are looking to strengthen in the Southampton area.You can expect to find a mixed caseload of Wills and Probate matters, along wih trusts, estate administration, LPA's and some court of protection matters.ideally you'll be at 3+ years PQE as a solicitor...

  • Private Client Solicitor

    2 weeks ago

    Southampton, Southampton, United Kingdom JMC Legal Recruitment Full time

    Job DescriptionThis successful law firm with multiple offices in the South East is looking for a Private Client Solicitor with 3+ years of experience to join their Southampton, Hampshire office.About the FirmThis well-established regional firm has been serving clients for over five decades, continuously expanding its services. They have a team of over 100...

  • Private Client Solicitor

    2 weeks ago

    Southampton, Southampton, United Kingdom JMC Legal Recruitment Full time

    This regional heavyweight firm boasts several offices across the South East and as a result of their continued success, they are seeking a Private Client Solicitor 3+ years PQE to join their Southampton, Hampshire office.The FirmThis established regional firm has been serving clients for over 55 years, and their commitment to putting clients first has led to...

  • Private Client Solicitor

    1 week ago

    Southampton, Southampton, United Kingdom JMC Legal Recruitment Full time

    This regional heavyweight firm boasts several offices across the South East and as a result of their continued success, they are seeking a Private Client Solicitor 2+ years PQE to join their Southampton, Hampshire office.The FirmThis established regional firm has been serving clients for over 55 years, and their commitment to putting clients first has led to...

  • Private Client Legal Assistant

    2 weeks ago

    Southampton, Southampton, United Kingdom Grist Legal Recruitment Full time

    Private Client Legal Assistant A Private Client Legal Assistant is required by a Southampton law firm to provide legal support to their private client department. The Private Client Legal Assistant will be required to provide legal secretarial support by means of typing correspondence, arranging appointments, preparing bills, producing legal documents,...

  • Private Client

    2 weeks ago

    Southampton, Southampton, United Kingdom Search Consultancy Full time

    A top 100 UK Law Firm with offices throughout the South East including London and with widespread recognition in the Legal 500 has an exciting opportunity for an experienced Private Client Solicitor or Legal Executive to join their specialist team of PrivateWealth lawyers based in their Southampton office at Associate level.This firm takes prides in its...