Head of Data

Location: Fareham, UK

Wealth Management

Competitive Salary

We are working with a dynamic, forward-looking wealth management business that is redefining how clients experience investment and financial planning. Combining digital innovation with trusted advisory expertise, the business is scaling rapidly, delivering personalised client solutions and driving operational excellence across its platform. Positioned at the forefront of the sector, the firm is helping shape the future of wealth management.

We are seeking a highly strategic and technically skilled Head of Data who will be responsible for ensuring data capability and governance underpin strategic priorities, drive value creation and enable data driven product, client and commercial decisions. The role combines hands on technical leadership with strong commercial acumen and outstanding stakeholder engagement to accelerate the monetisation of data across platforms, products and client solutions.

Key Responsibilities

• Partnering with the CEO and Executive Leadership Team to optimise data strategy and execution, ensuring alignment across data governance, engineering, analytics and product initiatives.
• Leading high priority data initiatives, including data platform enhancements, data product development, pricing and commercial models for data-enabled solutions and market and customer analytics, ensuring recommendations are actionable and data-driven.
• Driving end-to-end execution of data led initiatives, tracking progress, resolving roadblocks and fostering a culture of accountability across data, tech and commercial teams.
• Monitoring data platform and analytics performance, supporting commercial decision making and identifying opportunities for optimisation, innovation and growth.
• Embedding risk management, data privacy and regulatory alignment across data.

The Ideal Candidate

• Proven experience in a senior data leadership role within wealth management, asset management or broader financial services (e.g., Head of Data, Chief Data Officer or equivalent).
• Strong strategic, operational and analytical skills, with a track record of delivering cross functional data driven programmes to completion.
• Demonstrable experience leading complex data or digital transformations, including data architecture, data governance, ML/AI enablement and data monetisation.
• Exceptional communication and interpersonal skills, with the confidence to engage senior executives, boards and external partners.
• Commercially astute, able to align data strategy and delivery with business outcomes, revenue opportunities and client value propositions.
• Highly organised, proactive and able to manage competing priorities in a fast p paced environment.
• Deep understanding of regulatory frameworks, data privacy and data management best practices relevant to UK wealth management.
• Hands on but strategically focused: comfortable contributing technically when needed while driving the overarching data strategy and commercial ambitions.

For more information, please apply for this role or contact Elliot O'Shea-Cowan at elliot.oshea-cowan@phippscameron.com.

Business Unit Director

Greater Bochum, Germany

Financial Services

Up to 120,000€

We are retained by a high-growth, PE-backed financial services group seeking a Business Unit Director to lead a well-established office within its network. With a strong foundation and a dedicated team already in place, this is an opportunity to take full ownership of a thriving branch while leveraging the resources and expertise of a nationwide organisation.

As part of a planned succession, the successful candidate will assume a leadership role that blends operational oversight, commercial strategy, and team development. Within approximately 10 months, you will step fully into the Branch Director position, making this a rare chance to lead, grow, and leave your mark on a business unit with significant potential.

This role is ideal for a commercially minded leader who thrives in a dynamic environment and is passionate about client success and team performance.

Key Responsibilities:

• Leading a small branch, specialising in insurance solutions in the B2B space.
• Managing day-to-day operations to ensure smooth workflows and exceptional client service.
• Driving business growth through client retention, relationship building, and targeted acquisition of new customers.
• Overseeing commercial performance, including KPIs, budgeting, and operational efficiency.
• Optimising internal processes to maintain compliance and deliver best-in-class advisory standards.
• Collaborating with the wider corporate group to align branch strategy with organisational goals.

The Ideal Candidate:

• Proven experience in financial services or insurance; candidates from related industries with strong operational or sales backgrounds will also be considered.
• Demonstrated leadership capability or ambition to progress from a deputy role into full branch management.
• Strong commercial acumen, confident in interpreting business KPIs and understanding economic drivers.
• Customer-centric mindset with excellent interpersonal skills and ability to craft tailored solutions.
• Energetic and pragmatic approach suited to a dynamic SME environment.
• Personal qualities: reliable, decisive, and collaborative, with a long-term commitment to branch leadership.

For more information, please apply for this role or contact Alba Amigo at alba.amigo@phippscameron.com

Head of Finance (CFO-1) | Location: Bonn, Germany | Sector: Technology Private Equity-backed | Budget : 80,000 EUR to 100,000 EUR + bonus + tbd

We are partnering with a high-growth, PE-backed Technology platform seeking a Head of Finance with a clear and structured 

progression to CFO within 3-5 years.

This is a career-defining opportunity for a high-performing finance professional (6+ years’ experience) with a background in Auditing, 

Finance, Controlling, FP&A, who is ready to step into a full leadership role to build their financial engine from the ground up and grow towards a 

C-suite position

It operates as a key platform within a larger European Software Business. The organisation is entering its next phase of integration, 

optimisation, and strategic expansion under strong Private Equity backing.

This is not a traditional reporting role. It is a strategic and operational finance leadership position, offering:

• Full ownership of finance operations in Germany
• Leadership of budgeting, forecasting, and financial planning
• Direct involvement in M&A, bolt-on acquisitions, and integration
• Business partnering with senior commercial leadership
• Active exposure to PE stakeholders and group leadership

You will build the finance infrastructure required for scale, professionalize reporting, and act as a strategic sounding board to the management. 

Over time, the mandate will expand into full P&L ownership and ultimately CFO responsibilities as a succession plan in the next 3-5 years.

Why This Role is Different

• Clear, credible pathway to CFO – succession planning already aligned
• Direct exposure to private equity and board-level decision-making
• Real transformation environment (post-merger integration + growth)
• Backed by a well-established Private Equity firm
• High autonomy and genuine influence over business strategy

This is designed for someone who wants to accelerate into a C-suite role rather than remain in a specialist track.

Ideal Profile

• 6+ years’ experience of current or previous experience from Big4/6/8 or equivalent level within Auditing
• Experience in PE-backed, technology, or financial services environments is advantageous
• Ambitious, high-energy, and comfortable operating with senior stakeholders and investors.
• You are excited to set up processes, tools, and reporting from scratch rather than just maintaining them.
• You understand what it takes to get a company "deal-ready" and are comfortable with the pace of a 2027 exit timeline.
• Fluent German and English

If interested, feel free to apply directly or email me at onam.agarwal@phippscameron.com with your CV and let's get talking.

Overview

A leading, PE-backed UK financial services platform is seeking a high-calibre strategic professional to play a central role in the development and delivery of its Group Strategy.

Working closely with the CEO, CFO, Head of Strategy and shareholders, this is a highly visible role with exposure to senior stakeholders and the opportunity to influence long-term growth initiatives, including corporate development and M&A activity.

The role blends strategic planning, value creation execution, corporate development support and investor engagement.

Key Responsibilities

• Support the ongoing development, monitoring and delivery of the Group Strategy and Value Creation Plan.

• Provide strategic oversight and analytical support to the CEO, CFO and Head of Strategy on major corporate priorities.

• Contribute to Corporate Development initiatives, including external M&A activity (screening, evaluation, execution support).

• Work closely with the shareholder group on both specific projects and general relationship management.

• Prepare materials for Board and Executive discussions.

• Act as a trusted analytical partner to senior leadership, providing insight and constructive challenge.

• Lead and deliver ad-hoc strategic projects independently.

• Monitor competitive and market dynamics to inform corporate strategy.

Candidate Profile

We are open to candidates from a range of backgrounds, including:

• Corporate Development

• Strategy / Transaction Advisory

• Investment Banking

• Top-tier consulting or professional services

Experience & Qualifications

• Degree educated (essential)

• Professional qualification such as ACA, CFA or similar preferred

• Experience in financial services (wealth, advice, insurance, asset management or related sectors) advantageous

• Exposure to Corporate Development / M&A preferred

Location

• Swindon (preferred) / London - Hybrid (3x in office)

Skills & Attributes

• Strong analytical and financial modelling capability

• Strategic thinker with ability to simplify complex topics

• Confident communicator at executive level

• Able to work autonomously and take ownership

• Commercially aware and comfortable operating in a PE-backed environment

• Diplomatic, discreet and highly professional

• Organised and capable of managing multiple workstreams

Head of Integration

Overview

We are seeking an experienced Head of Integration to lead the post-acquisition integration agenda across a fast-growing, PE-backed financial services platform. This role is critical to ensuring acquisitions are integrated effectively, synergies are realised, and operational, regulatory, and cultural risks are actively managed.

The Head of Integration will work closely with the CEO, COO, CFO, Corporate Development team, and private equity sponsors to translate deal strategy into executable integration plans that support sustainable value creation.

Key Responsibilities

Post-Merger Integration Leadership

• Own the end-to-end integration of acquired businesses following completion.

• Develop and execute integration playbooks, frameworks, and governance structures.

• Lead multiple integrations in parallel across different stages of maturity.

• Ensure integrations are delivered on time, on budget, and in line with investment case assumptions.

Integration Planning & Execution

• Partner with Corporate Development during pre-deal phases to inform integration strategy and risk assessment.

• Translate deal theses into clear integration roadmaps with defined milestones and accountabilities.

• Coordinate integration across all functions including:

  • Operations

  • Finance

  • Risk & Compliance

  • IT / Systems

  • HR & People

  • Commercial and Client Services

Stakeholder Management

• Act as the central point of coordination between acquired management teams and the parent group.

• Build trusted relationships with founders and senior leaders of acquired businesses.

• Provide regular progress updates to the executive team, board, and PE sponsors.

• Manage external advisers where required.

Synergy Realisation & Value Creation

• Identify and track revenue, cost, and operational synergies.

• Monitor performance against integration KPIs and value creation targets.

• Resolve integration issues proactively and escalate risks where appropriate.

• Support cultural alignment while respecting local autonomy where required.

Governance, Risk & Regulatory Oversight

• Ensure integrations comply with regulatory requirements relevant to financial services.

• Support FCA change-in-control processes and post-completion obligations where applicable.

• Embed group governance, controls, and operating standards across acquired businesses.

Candidate Profile

Experience

• Significant experience leading post-merger integrations within financial services (e.g. insurance, wealth, banking, lending, payments, fintech or other regulated sectors).

• Background in:

  • Integration leadership,

  • COO / operations roles, or

  • Consulting / value-creation roles with strong PMI exposure.

• Experience operating in a PE-backed or acquisitive environment strongly preferred.

• Proven ability to manage multiple integrations concurrently.

Skills & Attributes

• Strong operational and commercial mindset.

• Highly organised, structured, and execution-focused.

• Comfortable working with ambiguity in fast-growth environments.

• Strong stakeholder management skills, with the ability to influence at C-suite and board level.

• Pragmatic, hands-on approach with a bias toward getting things done.

• Low-ego, collaborative leadership style.

Location

• London-based role.

• Hybrid working model.

• UK and occasional international travel as required.

About the Company
Our client is a leading, private equity–backed wealth management platform headquartered in Texas. The firm supports a national network of independent financial advisors through a comprehensive ecosystem of advisory, broker-dealer, technology, and operational solutions, enabling long-term growth while preserving advisor independence.

The Role
The Chief of Staff will serve as a trusted advisor and strategic partner to the CEO, driving alignment, clarity, and disciplined execution across the organization. Acting as a bridge between the CEO, executive leadership team, and investors, this individual will translate strategic priorities into actionable plans and ensure consistent follow-through. This role sits at the intersection of strategy, governance, operations, and communication and is ideal for a commercially minded operator with experience in wealth management or broader financial services.

Key Responsibilities

• Partner with the CEO to prioritize and advance strategic initiatives.
• Drive cross-functional coordination and track execution against key priorities.
• Prepare board and investor materials and support executive readiness.
• Monitor performance metrics and provide actionable insights.
• Improve organizational effectiveness and streamline processes.
• Reinforce the CEO’s vision and support enterprise-wide communication.

Qualifications

• 10+ years of experience in strategy, operations, consulting, or executive support roles.
• Wealth management or financial services experience preferred.
• Strong analytical, communication, and stakeholder management skills.
• High integrity, discretion, and ownership mindset.
• MBA or advanced degree preferred.

This is a high-impact opportunity to operate at the center of a growth-oriented, PE-backed platform and influence enterprise-level decision-making.

Leiter Buchhaltung / Konzernbuchhaltung (m/f/d)

Schleswig-Holstein, Deutschland

Budget : 90,000 – 120,000 EUR

Ich arbeite mit einem schnell wachsenden Unternehmen aus dem Bereich Finanztechnologie zusammen, das sich im Besitz einer Private-Equity-Gesellschaft befindet und einen erfahrenen und praxisorientierten Leiter Konzernbuchhaltung für sein Team in Deutschland sucht.

Diese Schlüsselposition untersteht direkt dem CFO und ist verantwortlich für die Führung der gesamten Finanzbuchhaltung gemäß den geltenden Rechnungslegungsstandards sowie für die Überwachung aller Buchhaltungsvorgänge, während das Unternehmen ehrgeizige Pläne und Strategien (Exit) verfolgt.

Als Leiter der Konzernbuchhaltung werden Sie

• eng mit dem CFO und dem Finanzteam in der deutschen Zentrale zusammenarbeiten
• das Unternehmen bei der Konsolidierung und Durchführung mehrerer Akquisitionen unterstützen und das Wachstum in internationalen Märkten vorantreiben
• eine entscheidende Rolle bei der Gestaltung und Verwaltung von Finanzprozessen spielen, während das Unternehmen seine Aktivitäten konsolidiert und eng mit den anderen Holding-Regionen zusammenarbeitet.
• Sie arbeiten mit dem CFO, den M&A- und Finanzteams an mehreren M&A-Transaktionen in der EU und zentralisieren alle Aktivitäten innerhalb der deutschen Niederlassung auf Konzernebene.

Dies ist eine absolut fantastische Gelegenheit, um Ihre Karriere schnell voranzutreiben und sich viele Türen im Bereich Private Equity zu öffnen.

Hauptaufgaben:

• Überwachung und Verwaltung der täglichen Buchhaltungsabläufe unter Gewährleistung der Genauigkeit und Einhaltung lokaler und internationaler Standards (IFRS/deutsche GAAP).
• Unterstützung des CFO bei der Integration von Akquisitionen in das Unternehmen sowie bei der Konsolidierung und Zentralisierung der Buchhaltungsfunktionen an verschiedenen Standorten.
• Verwaltung der Erstellung von Jahresabschlüssen, Konsolidierungen und Berichten.
• Enge Zusammenarbeit mit dem M&A-Team, dem Finanzteam und dem CFO, um

Ihr Profil:

• Ein praxisorientierter, detailorientierter Buchhaltungsexperte mit mehr als 6 Jahren Erfahrung in einer ähnlichen Position, idealerweise in der Versicherungsbranche, im Finanzdienstleistungssektor oder einem verwandten Bereich.
• Aktuelle oder frühere Erfahrung in der Beratung (idealerweise 1st/2nd Tier/Big 4)
• Fundierte Kenntnisse in den Bereichen M&A-Integration und Zentralisierung der Buchhaltung.
• Fachkenntnisse in IFRS, German GAAP und Vertrautheit mit PE-gestützten Umgebungen sind sehr wünschenswert.
• Erfahrung mit LucaNet wäre von Vorteil.
• Nachgewiesene Fähigkeit, selbstständig in einem schnelllebigen, dynamischen Umfeld zu arbeiten.
• Flüssige Deutsch- und Englischkenntnisse.