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About the Role
Drive the delivery of the UK Investment strategy, business planning and governance agenda. Act as a trusted adviser to the Head of Investments, UK, ensuring the leadership team runs effectively, decisions are well informed, and priorities are turned into action.
Responsibilities
- Lead the annual and three-year business planning cycles for UK Investment, coordinating input and ensuring alignment with broader strategy.
- Design and facilitate strategy sessions and leadership offsites, translating outcomes into clear priorities, owners and timelines.
- Coordinate regular business performance reviews, partnering with Finance to produce insightful management information.
- Track the delivery of strategic initiatives, escalating issues and recommending corrective action.
- Own and maintain the UK Investment governance framework, ensuring committee structures and delegated authorities remain fit for purpose.
- Coordinate the preparation, quality review and timely circulation of ExCo, Board, IBRC and RCC papers.
- Support the Board and its committees by managing forward agendas, annual cycles of business and action and decision logs.
- Lead periodic governance and committee effectiveness reviews, recommending and implementing improvements.
- Prepare Board packs, executive summaries and reports for the Head of Investments, UK.
- Lead meeting preparation for the Head of Investments, UK, including agendas, briefing notes and follow-up on actions.
- Act as a sounding board to the Head of Investments, UK, helping to prioritise their time and managing stakeholder interactions.
- Lead or support cross-functional projects and ad hoc strategic priorities as directed by the Head of Investments, UK.
Requirements
- Experience in a Chief of Staff, strategy, business management, governance or similar role within financial services, ideally in investment management, asset management or fiduciary management.
- Strong understanding of corporate governance in a regulated firm, including how Boards and committees operate, and of the FCA regulatory environment, including the Senior Managers & Certification Regime (SM&CR).
- Proven ability to run business planning cycles and translate strategy into measurable plans, KPIs and management information.
- Excellent writing skills, with experience drafting Board papers, leadership reports and executive summaries for senior and non-executive audiences.
- Strong commercial and financial acumen, comfortable interpreting budget, P&L and performance data.
- Highly organised, with strong project management skills and the ability to manage multiple priorities and deadlines.
- Handles highly confidential and sensitive information with discretion and sound judgement.
- Confident using data and digital tools (e.g. Excel, PowerPoint, Power BI) to produce clear, insightful reporting.
- Knowledge of the UK investment market, including pension scheme investment and fiduciary management, is desirable.
- Understanding of and commitment to the regulatory and statutory responsibilities of an FCA-regulated firm.
- Trusted adviser with the credibility to challenge and influence senior leaders.
- Team player able to collaborate, influence and integrate within a fast paced environment.
- Structured, analytical thinker with a pragmatic, solutions-focused approach.
- Proactive and forward-thinking, anticipating issues before they arise.
- Resilient to change and able to work effectively in a fast-paced, changing environment.
- Champion of diversity within the workplace.
- Ability to build credibility and strong relationships at all levels, including the Board, ExCo and senior leaders within the UK and more widely.
Skills
- Business Planning
- Strategy Facilitation
- Performance Review Coordination
- Initiative Tracking
- Governance Framework Management
- Committee Paper Preparation
- Board Support
- Meeting Preparation
- Stakeholder Management
- Project Management
- Data Analysis
- Financial Acumen
- Relationship Building
- Influencing
- Collaboration
- Problem Solving
- Adaptability
- Diversity Advocacy
Location
- UK
Work Type
- Onsite
- Hybrid
Experience Level
- Senior
About the Company
- Aon is in the business of better decisions.
- At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
- As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.