Current jobs related to Head of Asset Investment and Financial Planning - London, Greater London - TristoneNash
-
London, Greater London, United Kingdom TristoneNash Full timeJob SummaryTristoneNash is seeking a seasoned professional to fill the role of Head of Asset Investment and Financial Planning. This position requires a strategic thinker with expertise in asset management, financial planning, and investment strategy.Key ResponsibilitiesAsset Management StrategyDevelop and implement a comprehensive asset management strategy...
-
London, Greater London, United Kingdom TristoneNash Full timeJob SummaryTristoneNash is seeking a seasoned professional to fill the role of Head of Asset Investment and Financial Planning. This position requires a strategic thinker with expertise in asset management, financial planning, and investment strategy.Key ResponsibilitiesAsset Management StrategyDevelop and implement a comprehensive asset management strategy...
-
Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About Quilter Financial PlanningQuilter Financial Planning is a leading financial planning business that provides purpose-led financial planning services to its clients. Our business is built on a strong foundation of values, including doing the right thing, being totally dedicated, always improving, and enjoying the journey.Job SummaryWe are seeking a...
-
Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About Quilter Financial PlanningQuilter Financial Planning is a leading financial planning business that provides purpose-led financial planning services to its clients. Our business is built on a strong foundation of values, including doing the right thing, being totally dedicated, always improving, and enjoying the journey.Job SummaryWe are seeking a...
-
Investment Planning Advisor
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob Opportunity at Quilter Financial PlanningAbout the Role:We are seeking an experienced Financial Advisor to join our team on both an employed and self-employed basis.As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for growth and development.The Benefits:All leads are...
-
Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob DescriptionWe are seeking two experienced Financial Planning Specialists to join our team at Quilter Financial Planning. As a leading provider of financial planning services, we are committed to delivering exceptional advice and guidance to our clients.Key Responsibilities:Provide expert financial planning advice to clients, including investment,...
-
Director of Asset Investments
3 weeks ago
London, Greater London, United Kingdom Asset Partners Full timeJob Title: Director of Asset InvestmentsAbout Asset Partners:Asset Partners is a leading investment firm that specializes in impact-driven investments. We are committed to making a positive impact on the world while generating strong returns for our clients.Job Summary:We are seeking an experienced Investment Director to join our team. The successful...
-
Director of Asset Investments
3 weeks ago
London, Greater London, United Kingdom Asset Partners Full timeJob Title: Director of Asset InvestmentsAbout Asset Partners:Asset Partners is a leading investment firm that specializes in impact-driven investments. We are committed to making a positive impact on the world while generating strong returns for our clients.Job Summary:We are seeking an experienced Investment Director to join our team. The successful...
-
Director of Asset Investments
2 weeks ago
London, Greater London, United Kingdom Asset Partners Full timeJob Title: Director of Asset InvestmentsAbout Asset Partners:Asset Partners is a leading investment firm that specializes in impact-driven investments. We are committed to making a positive impact on the world while generating strong returns for our clients.Job Summary:We are seeking an experienced Investment Director to join our team. The successful...
-
Director of Asset Investments
2 weeks ago
London, Greater London, United Kingdom Asset Partners Full timeJob Title: Director of Asset InvestmentsAbout Asset Partners:Asset Partners is a leading investment firm that specializes in impact-driven investments. We are committed to making a positive impact on the world while generating strong returns for our clients.Job Summary:We are seeking an experienced Investment Director to join our team. The successful...
-
Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial planning advice to our clients, helping them achieve their long-term goals and aspirations.Key ResponsibilitiesDevelop and maintain strong...
-
Director of Asset Investments
3 weeks ago
London, Greater London, United Kingdom Asset Partners Full timeJob Title: Investment Director for Growth EquityAbout Asset Partners:Asset Partners is a leading investment firm that specializes in growth equity investments. We are committed to partnering with talented individuals who share our vision of creating long-term value for our clients.Job Summary:We are seeking an experienced Investment Director to join our...
-
Director of Asset Investments
3 weeks ago
London, Greater London, United Kingdom Asset Partners Full timeJob Title: Investment Director for Growth EquityAbout Asset Partners:Asset Partners is a leading investment firm that specializes in growth equity investments. We are committed to partnering with talented individuals who share our vision of creating long-term value for our clients.Job Summary:We are seeking an experienced Investment Director to join our...
-
Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Planning Specialist, you will play a key role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' needsProvide expert advice on investment and...
-
Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Planning Specialist, you will play a key role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' needsProvide expert advice on investment and...
-
Head of Commercial Asset Management
2 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeKey ResponsibilitiesAs the Head of Commercial Asset Management, you will be responsible for producing internal reporting and research on behalf of Distribution, including strategy, planning, governance, competitor and market intelligence.Key Objectives:Refine and promote our vision for SalesforceEnsure IT teams deliver CRM requirements of the businessDrive...
-
Head of Commercial Asset Management
2 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeKey ResponsibilitiesAs the Head of Commercial Asset Management, you will be responsible for producing internal reporting and research on behalf of Distribution, including strategy, planning, governance, competitor and market intelligence.Key Objectives:Refine and promote our vision for SalesforceEnsure IT teams deliver CRM requirements of the businessDrive...
-
Head of Asset Management
2 days ago
London, Greater London, United Kingdom Insight Investment Full timeHead of CRM TransformationInsight Investment is seeking a seasoned professional to lead the CRM transformation initiative. As the business owner for the CRM application, the successful candidate will drive the development of a robust and user-friendly platform that meets the needs of the business.Key ResponsibilitiesDevelop and implement a comprehensive CRM...
-
Head of Asset Management
2 days ago
London, Greater London, United Kingdom Insight Investment Full timeHead of CRM TransformationInsight Investment is seeking a seasoned professional to lead the CRM transformation initiative. As the business owner for the CRM application, the successful candidate will drive the development of a robust and user-friendly platform that meets the needs of the business.Key ResponsibilitiesDevelop and implement a comprehensive CRM...
-
Head of Investment Risk Oversight
4 weeks ago
London, Greater London, United Kingdom Impax Asset Management Full timeJob SummaryWe are seeking an experienced Investment Risk Manager to join our team at Impax Asset Management. As a key member of our risk management function, you will be responsible for providing independent investment and liquidity risk oversight across our Listed Investments business.Key ResponsibilitiesInvestment Risk OversightEnsure that investment risk...
Head of Asset Investment and Financial Planning
3 months ago
Job role:
nOversee the delivery of the Asset Management Strategy assuming responsibility for the management of the 5-year and 30-year financial plan which will include oversight and management of all associated data requirements, including stock and EPC programmes, in line with Board approved targets.
Lead on strategic investment planning and stock interventions across all assets.nResponsible for ensuring the long term investment plans represent value for money and continue to improve the quality of existing homes.nLead on stock planning for EPC Band C and carbon net zero programmes of work.
Responsibilities:
nDevelop and deliver a data intelligence strategy which maximises the benefits associated with Internet of Things (IOT) technologies, and dynamic data collection through existing interactions with our homes.
Accountable for the development and delivery of annual and five year planned maintenance programmes.Ensuring investment programmes reflect the ambitions within the Asset Management Strategy and responding appropriately to regional investment priorities.nEnsure that leasehold interests are considered when planning investments and timescales, including time allowances for Section 20 consultation to ensure the full recovery of leasehold costs as and when applicable.
Partner with Treasury Team to ensure that investment programmes are in line with financial metrics.
Maintain 100% decent homes compliance, with appropriate monitoring of stock performance.nLead on implications and implementation of Decent Homes 2 standard.
Ensure that major asset projects are assessed for viability and correctly approved through the governance structure.
Support the development and implementation of GIS software. Ensure the software adopts to manage portfolio considerations remains suitable and where relevant support integration requirements.
Ensure that the objectives and asset strategy are understood across the business by creating and embedding a business partner approach.
Experience required:
nProven substantive experience in asset management database management.nCarbon literate, with sound proven knowledge environmental and sustainability practices relating to retrofit.
Demonstrable experience in asset management and asset optimisation with the ability to lead and manage both investment programmes and stock assessments.
Ability to produce and display complex information and data including complex business plan multi-year budgets simply to clearly articulate and share knowledge with various audiences, including external stakeholders.
Proven experience of supporting and leading a small team within a senior leadership role, demonstrating credibility, strong influencing and communication skills, personal drive and ambition to make a difference.
Able to demonstrate analytical skills, decision-making, intellectual curiosity, intellectual honesty, pro-active and effective communication skills, both written and verbal.
Proven experience of building relationships and managing multi-stakeholder relationships along with the ability to influence, negotiate, generate confidence, trust and respect whilst working strategically across a large organisation.
Proficient in Microsoft Office packages including Outlook, Word and Excel, as well as the ability to build and operate spreadsheets and database to provide "real time" data.nFull driving licence and/or ability to travel in a timely and efficient manner to attend meetings and events in areas not covered by public transport.
