• Lead the development and delivery of a workforce strategy aligned to organisational values.
• Champion DEI and embed inclusive practices across all people processes.
• Oversee learning and development, including capability reviews and performance frameworks.
• Manage a £400k L&D and DEI budget to deliver high-impact interventions.
• Guide staff engagement through surveys and action planning.

• Proven experience leading L&D and DEI strategy in complex organisations.
• Strong data-led decision-making and budget management skills.
• A collaborative, coaching-led approach to leadership and change.

Business Analyst – Salesforce & Business Projects

Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £450 - £550 (depending on experience)

Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance.

We are looking for an experienced Business Process Analyst to join our client’s transformation initiative, focusing on Salesforce and business process optimisation. In this role, you will analyse, design, and optimise business processes, ensuring that Salesforce solutions align with organisational objectives.  As such, you will help the organisation improve efficiency, reduce costs, and enhance customer experience, driving long-term value and business success.

Key Responsibilities:

• Process Analysis: Evaluate and map current business processes, identifying areas for improvement and ensuring alignment with Salesforce capabilities.
• Requirements Gathering: Collaborate with business stakeholders to capture functional and non-functional requirements, translating them into actionable business process changes.
• Salesforce Optimisation: Work with Salesforce teams to ensure processes are streamlined and efficiently integrated within the platform, driving improved operational efficiency.
• Process Redesign: Design and document optimised business processes that leverage Salesforce to enhance productivity, reduce costs, and improve customer satisfaction.
• Stakeholder Engagement: Work closely with business leaders to ensure that process changes meet business needs, with clear communication and regular feedback loops.
• Continuous Improvement: Identify opportunities for ongoing process improvements, ensuring Salesforce solutions evolve alongside business needs.
• Training & Support: Assist in the development of user training and documentation to support the adoption of new processes and Salesforce functionalities.

Required Skills & Experience:

• Proven experience as a Business Process Analyst, with hands-on experience in process mapping, process improvement, and change management.
• Strong knowledge of Salesforce and experience working with Salesforce solutions to enhance business processes.
• Ability to gather and document requirements effectively and work closely with business stakeholders to ensure alignment with business goals.
• Strong analytical and problem-solving skills, with the ability to design and implement effective process improvements.
• Familiarity with process modelling tools such as BPMN or Visio.
• Excellent communication skills, both verbal and written, with the ability to engage stakeholders at all levels.

Desirable Skills:

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst).
• Previous experience in financial services or asset management sectors.
• Experience in working with Agile methodologies.

Project Manager - Salesforce Projects

Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £500 - £650 (depending on experience)

Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance. 

We are looking for an experienced Project Manager to lead and oversee Salesforce-driven projects within our client’s business transformation efforts. In this pivotal role, you will manage all aspects of Salesforce implementations, enhancements, and optimisations, ensuring the business maximises the platform’s potential for operational efficiency, customer experience improvement, and revenue growth.

This is role will play a critical part in delivering business value through strategic use of Salesforce. By driving project success, you will help the business streamline operations, improve customer relationships, and accelerate decision-making. Your expertise will directly contribute to achieving the company’s long-term goals by enabling a more connected, efficient, and data-driven organisation.

Key Responsibilities:

• Project Leadership: Lead the successful delivery of Salesforce projects, ensuring timely, within-budget, and high-quality execution, from inception to post-go-live support.
• Stakeholder Management: Work closely with business stakeholders to define project scope, gather requirements, and align Salesforce solutions with organisational objectives.
• Process Optimisation: Drive process improvements across business functions through Salesforce solutions, streamlining operations, reducing costs, and enhancing productivity.
• Resource & Risk Management: Proactively manage project resources, timelines, and risks, ensuring that issues are mitigated and that deliverables are met on time.
• Change Management: Oversee user adoption strategies, ensuring smooth transition and integration of Salesforce tools within the business, and managing stakeholder expectations.
• Reporting & Governance: Provide regular project status updates, reporting on key performance indicators (KPIs), and maintaining clear documentation and governance frameworks.
• Collaboration with Technical Teams: Work with internal and external technical teams to ensure seamless configuration, integration, and data migration processes.

Required Skills & Experience:

• Proven experience managing Salesforce implementation and optimisation projects, ideally across multiple business functions.#
• Strong project management background with a deep understanding of Agile and Waterfall methodologies.
• Excellent stakeholder management skills, with the ability to navigate complex business environments.
• Hands-on experience with Salesforce CRM, with knowledge of common applications such as Sales Cloud, Service Cloud, and Marketing Cloud.
• Strong analytical mindset with the ability to leverage Salesforce for improved business outcomes.
• Excellent communication skills, both verbal and written, with the ability to translate technical concepts for non-technical audiences.

Desirable Skills:

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Project Management).
• Experience in driving digital transformation initiatives within large-scale organisations.
• Previous experience with integrating third-party tools and applications into Salesforce.

We are pleased to be representing our client, a unique organisation committed to making a positive impact on the community. They are seeking a skilled and proactive Business Analyst to join their team and help drive meaningful improvements.

The Role

Hybrid working with 1-2 days a week in the Oxford office.

Working closely with stakeholders, the Business Analyst is responsible for conducting in-depth analysis to understand and define business processes. This role is key to identifying problems, highlighting opportunities for improvement, and translating project visions into clear, unambiguous requirements that lead to successful solutions. You will be reporting to the Senior Business Analyst.

Key Responsibilities:

• Working with the Senior Business Analyst to establish a standard business analysis approach and language to be used across the change portfolio.
• Mapping current "as-is" state structures and processes using techniques like value chain and business process mapping.
• Analysing data gathered on current processes to produce options and recommendations for key decisions.
• Developing and mapping "to-be" processes and structures, identifying the associated changes and their impacts to support effective implementation.
• Eliciting and capturing business requirements for new or improved tools and technology.
• Proactively engaging with internal and external stakeholders to align processes and standards where appropriate.

Who We Are Looking For:

We are seeking an individual with proven experience and a strong toolkit of business analysis techniques. The ideal candidate will possess:

• A recognised professional Business Analyst qualification (e.g., BCS, IIBA).
• Expert knowledge of requirements elicitation, definition, and management.
• Experience with organisational design methodology and process design.
• Experience using value chain mapping techniques.
• The ability to work at a fast pace and under pressure to meet tight deadlines.
• Excellent planning, organisational, and stakeholder management skills.
• The ability to work cohesively within a team and build effective stakeholder relationships.
• Expert proficiency in MS Office, particularly Excel and PowerPoint, with an ability to create strong visual outputs.

Cyber Security Engineer  

Salary: £45,000 - £60,000
Location:  Home based with some travel

Build & Mature Security Practices

Portare Solutions is partnering with a key client, an organisation in a significant growth phase, to find a Cyber Security Engineer. This is a brilliant chance to join a growing team and directly contribute to enhancing their security infrastructure and practices. 

About The Opportunity 

You'll be part of a dynamic team responsible for the day-to-day operation of the security infrastructure, keeping a close eye on security events, and responding effectively. You'll be involved in designing, implementing, monitoring, and supporting IT security toolsets, tackling complex issues in a large-scale enterprise hybrid environment. The role is a mix of BAU and project work, including Azure security projects (with a strong M365 focus), automation, and ensuring new applications are deployed securely. It's an exciting time to join as the organisation is undergoing large-scale transformation and IT maturity improvements. 

Your Key Responsibilities Will Include: 

• Helping to build and mature Microsoft Security practices using the Azure M365 stack and E5 capabilities.
• Evaluating the effectiveness and coverage of security products and tooling to continuously monitor and protect assets.
• Identifying, mitigating, and managing security threats, vulnerabilities, and risks.
• Working closely with the managed security operation centre.
• Assessing and responding to external threat intelligence reports.
• Conducting internal audits of security controls.
• Supporting ISO27001, NIST, Cyber Essentials Plus, and other audit programmes.
• Providing support and guidance within IT and the wider business to ensure policy compliance.
• Supporting the continuous improvement of security policies, procedures, standards, and guidelines.
• Implementing and improving technical processes for efficient and secure methodologies.
• Supporting the management and investigation of security events, including post-incident reviews.
• Developing awareness materials to improve the security culture.
• Researching security enhancements and making recommendations.
• Staying current on information technology trends and security standards. 

Who We're Looking For 

We are seeking a candidate with solid technical IT Security experience. 

Experience & Expertise: 

• Demonstrable experience in a similar technical IT Security role for a medium to large enterprise.
• Demonstrable specific M365 experience is essential (Sharepoint Online, Purview, InTune, Defender, Sentinel, Azure AD/Entra).
• Knowledge & understanding of security principles across: SIEM, Antivirus, DLP, Firewalls, Open Source Filtering tools, Cloud security (Azure), EDR, Scanning/vulnerability tools, IdAM (PAM).
• Experience working with a SOC is desirable.
• Knowledge of Windows Servers and Linux Servers.
• Familiarity with Endpoint and network security technologies.
• Knowledge of IT Security and Governance best practices and industry standards (ISO27001, NIST, Cyber Essentials etc).
• Strong understanding of technical security risk, threat, and vulnerability management principles.
• Ability to drive own workload, identifying risks and requirements, and working flexibly. 

Qualifications: 

• Recognised IT or Information Security qualifications (Cisco, SANS, ISO27001, CCSP, CISA, or SSCP) desirable.
• AZ500, SC200, SC900 desirable.
• CEH desirable. 

Skills & Behaviours: 

• Intuitive and self-motivating.
• Enjoys problem-solving through research and investigation.
• Excellent verbal and written communication abilities.
• Excellent interpersonal skills.
• Ability to work accurately and at pace in a rapidly changing risk environment.
• Ability to respond to risks and issues quickly.
• An innovative thinker and detail oriented.
• Friendly and approachable.
• Willingness to learn and undertake training. 

Why Join? 

This is a fantastic opportunity to contribute to a growing security team within an organisation undergoing significant transformation. You'll work with modern tech, help build out key security practices and be part of a supportive environment. 

Ready for the Challenge? 

If you are a proactive Cyber Security Engineer with strong M365 experience looking to make an impact, we encourage you to apply! 

Cyber Security Analyst 

Salary:  £30,000 - £40,000
Location:  Home based with some travel

Monitor, Assess & Protect

Portare Solutions is delighted to be partnering with a key client, an organisation undergoing significant expansion, to recruit an Information Security Analyst. This role is perfect for someone looking to be part of a core team responsible for the day-to-day security operations and maturity. 

About The Opportunity 

You will be part of a small team dedicated to the day-to-day operation of the security infrastructure, monitoring events, and responding accordingly. You'll assist in designing, implementing, monitoring, and supporting IT security systems, often tackling complex issues. The role involves a mix of BAU and project work, including Azure security projects, general automation, and ensuring new applications are deployed securely. It's an exciting time to join as the organisation is embarking on large scale transformation and IT maturity. 

Your Key Responsibilities Will Include: 

• Evaluating the effectiveness and coverage of security products and tooling.
• Identifying, mitigating, and managing security risks, threats, and vulnerabilities.
• Monitoring and reviewing the security operation centre output.
• Assessing and responding to external threat intelligence reports.
• Conducting IT audits and security assessments throughout the business against policies and standards.
• Supporting ISO27001, PCI DSS, and other internal/external audit programmes.
• Providing support and guidance within IT and the wider business to ensure policy compliance.
• Supporting the continuous improvement of security policies, procedures, standards, and guidelines.
• Implementing and improving technical processes for efficient and secure methodologies.
• Supporting the management and investigation of security events, including post-incident reviews.
• Developing awareness materials to improve the security culture.
• Researching security enhancements and making recommendations.
• Staying current on information technology trends and security standards. 

Who We're Looking For 

We are seeking a candidate with experience in a technical IT Security role. 

Experience & Expertise: 

• Experience in a similar technical IT Security role involving a broad range of tech, including:
• Knowledge & understanding of security principles across: SIEM, Antivirus, DLP, Firewalls, Open Source Filtering tools, Cloud security (Azure), IdAM (PAM on-prem/cloud), EDR, Scanning/vulnerability tools.
• Familiarity with Windows Server & Networking.
• Experience with Incident response.
• Knowledge of Endpoint and network security technologies.
• Awareness of IT Security and Governance best practices.
• Strong understanding of technical security risk, threat, and vulnerability management principles.
• Knowledge of international security standards and frameworks (ISO27001, PCI-DSS, NIST).
• Ability to drive own workload, identifying risks and requirements, and working flexibly. 

Qualifications: 

• Recognised IT or Information Security qualifications (Cisco, SANS, ISO27001, CCSP, CISA, or SSCP) desirable.
• CEH desirable.
• Relevant degree qualification desirable but not essential. 

Skills & Behaviours: 

• Intuitive and self-motivating.
• Enjoys problem-solving through research and investigation.
• Excellent verbal and written communication abilities.
• Excellent interpersonal skills.
• Ability to work accurately and at pace in a rapidly changing risk environment.
• Ability to respond to risks and issues quickly.
• An innovative thinker and detail oriented.
• Friendly and approachable.
• Willingness to learn and undertake training. 

Why Join? 

This is a great opportunity to be part of a core security team, contribute to key security operations, and develop your skills within an organisation undergoing exciting transformation. 

Ready to Contribute? 

If you are a motivated Information Security Analyst looking to join a growing team and help protect vital assets, we encourage you to apply! 

Senior Technical Security Architect

• Salary: £70,000 - £80,000 
• Location: Home based with some travel

Join a Growing Organisation in Transformation 

Portare Solutions is delighted to be partnering with a key client, a leading organisation undergoing significant expansion, to recruit a Senior Technical Security Architect.  
This is an exceptional opportunity for a seasoned security professional to play a pivotal role in shaping and strengthening their information security posture. 

About The Opportunity 

As an integral member of a dedicated IT Security team, you'll be instrumental in designing, implementing, monitoring, and supporting robust IT security systems. This role encompasses both business-as-usual operations and exciting project-based work, with a particular emphasis on Microsoft M365 and Azure security initiatives, automation, and ensuring the secure deployment of new applications. Our client is currently in a period of large-scale transformation and continuous IT Security maturity improvements. 

Your Key Responsibilities Will Include: 

• Architecting and technically leading the implementation of security improvement solutions.
• Collaborating closely with other IT architecture teams to develop secure solutions.
• Acquiring and maintaining comprehensive knowledge of security products and services, advocating for their adoption.
• Continuously enhancing knowledge regarding security aspects of common technologies.
• Providing proactive mentoring and guidance to other IT teams to foster security skills.
• Designing and implementing critical security controls aligned with regulatory frameworks (e.g., ISO 27001, Cyber Essentials Plus).
• Leading the administration of security policies within the Microsoft 365 environment (SharePoint, Exchange, Intune MDM).
• Partnering with the IT Security Team to administer security policies for Endpoints (MS Defender, EDR, Purview).
• Participating as a core member of the Incident Response team.
• Reviewing and signing off Data Privacy Impact Assessments (DPIA) for third parties.
• Building secure enterprise IT systems that balance user needs with security, flexibility, and risk appetite.
• Effectively communicating highly technical information to non-technical colleagues.
• Operating effectively within dynamic, fast-paced agile environments.
• Leading and influencing highly specialised technical teams, guiding decision-making.
• Proactively identifying technical challenges and translating them into understandable descriptions.
• Ensuring all information assurance activities are met, including risk assessments.
• Ensuring strict alignment with the department's Security Strategy and Enterprise Security Architecture models. 

Who We're Looking For 

We are seeking a candidate with a strong background in Information Technology and a proven track record in security architecture. 

Experience & Expertise: 

• Demonstrable expertise in Information Technology, operating at a senior level.
• Proven experience in developing and implementing Enterprise Security Strategies.
• Extensive experience designing and implementing security solutions through to operational handover, particularly in multi-supplier and multi-platform environments.
• In-depth knowledge of security principles across: SIEM, Antivirus, DLP, Firewalls, Cloud security (Azure), IDAM (PAM on-prem/cloud), EDR, and Scanning/vulnerability tools.
• Proficiency in Windows Server & Networking, expertise in secure network design, and experience with Incident Response and Endpoint & Network Security Technologies.
• Expertise with the Microsoft Azure platform, including designing security architecture and standards, and reviewing security measures for enterprise SaaS/web applications on Azure.
• Knowledge of technical infrastructure across multiple IT domains (UNIX, Platform, Database, Networks).
• Awareness of market and industry trends, and familiarity with IT Security and Governance best practices. 

Qualifications: 

• ITIL qualified.
• Recognised IT or Information Security qualifications such as CISSP, CISM, Cisco, SANS, ISO27001, CCSP, CISA, or SSCP are highly desirable.
• A relevant degree qualification is desirable but not essential. 

Skills & Behaviours: 

• Exceptional verbal and written communication abilities.
• Strong interpersonal skills.
• Demonstrated ability to perform accurately and efficiently in a rapidly evolving risk environment.
• A proactive approach to identifying and responding to risks and issues swiftly.
• An innovative mindset combined with meticulous attention to detail.
• Extensive judgement skills within the IT and information security industry. 

Why Join? 

This is a fantastic chance to join an organisation during a period of significant growth and transformation. You'll have the opportunity to make a tangible impact on critical security maturity improvements, work with cutting-edge technologies, and collaborate with highly skilled teams. 

Ready to Make Your Mark? 

If you are a driven and experienced Senior Technical Security Architect looking for your next challenge in a dynamic environment, we want to hear from you! 

• Hybrid working - 1-2 days in the Oxford office
• Salary - up to £51,500 per annum plus benefits

Senior BI Analyst – Salesforce

Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £400 - £500 (depending on experience)

Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance.

We are looking for a Senior BI Analyst to support our client’s business transformation projects, with a focus on Salesforce and driving data-driven decision-making. In this key role, you will leverage Salesforce data and analytics to provide actionable insights, optimise business processes, and add significant value to the organisation’s performance.

Key Responsibilities:

• Data Analysis & Reporting: Lead the analysis of business data, leveraging Salesforce and other data sources to provide actionable insights that inform business decisions.
• Salesforce Data Optimisation: Work closely with Salesforce teams to ensure data within the platform is clean, structured, and accessible for reporting and analytics.
• KPI & Metrics Development: Develop and track key performance indicators (KPIs) to measure the success of business processes, Salesforce adoption, and overall project performance.
• Business Intelligence Solutions: Design and implement business intelligence solutions to provide real-time, data-driven insights that drive business improvements.
• Stakeholder Engagement: Collaborate with key stakeholders across business functions to understand data needs, presenting findings and recommendations to senior leadership.
• Process Improvement: Identify opportunities for process optimisation based on data analysis, improving operational efficiency and aligning Salesforce processes with business goals.
• Advanced Analytics: Apply advanced analytical techniques such as predictive modelling or trend analysis to uncover opportunities for growth and improvement.
• Training & Support: Provide guidance and support to business teams on best practices for using data and Salesforce reporting tools effectively.

Required Skills & Experience:

• Extensive experience as a Business Intelligence Analyst, with a strong background in data analysis and reporting.
• Proven experience working with Salesforce CRM and other business systems to extract and analyse data.
• Strong knowledge of data visualisation tools such as Tableau, Power BI, or similar platforms.
• Excellent understanding of data governance, quality, and integrity, with the ability to maintain accurate and actionable datasets.
• Strong analytical mindset with the ability to translate complex data into business insights and actionable recommendations.
• Experience developing KPIs and performance dashboards to monitor business performance.
• Excellent communication skills, both verbal and written, with the ability to present data findings to non-technical stakeholders.

Desirable Skills:

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Advanced Analytics).
• Previous experience within financial services, asset management, or related sectors.
• Familiarity with Agile project methodologies.
• Experience working with third-party data integration tools.

Change Manager – Salesforce Projects

Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £450 - £550 (subject to experience)

Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance.

We are seeking an experienced Change Manager to support our client in driving change management efforts their portfolio of salesforce projects. You will focus on managing the people side of Salesforce-driven transformations, ensuring that the business maximises the platform's value by embedding smooth processes, driving user adoption, and enhancing overall organisational performance.

Key Responsibilities:

• Change Strategy: Develop and implement change management strategies for Salesforce projects, aligning them with business objectives and organisational culture.
• Stakeholder Engagement: Work closely with business leaders and teams to understand their needs, address concerns, and ensure stakeholder buy-in.
• User Adoption: Drive effective adoption of Salesforce solutions, creating and executing communication plans, training programmes, and feedback loops.
• Training & Support: Oversee the creation and delivery of end-user training and documentation to ensure seamless usage and maximise productivity.
• Impact Analysis: Assess the impact of Salesforce changes on employees, business processes, and overall operations, and develop mitigation strategies for resistance.
• Performance Measurement: Track and report on user adoption metrics and other KPIs, ensuring continuous improvement in change management processes.
• Collaboration: Work closely with project teams, including technical, business, and Salesforce consultants, to ensure the success of change initiatives.

Required Skills & Experience:

• Proven experience managing change within Salesforce implementation and optimisation projects.
• Strong knowledge of change management methodologies (e.g., Prosci, ADKAR).
• Excellent communication and stakeholder management skills, with the ability to engage people at all levels of the organisation.
• Demonstrated ability to drive user adoption in complex technical environments.
• Experience in delivering training and support for Salesforce or similar CRM platforms.
• Strong problem-solving skills and a proactive approach to addressing resistance to change.

Desirable Skills:

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Project Management).
• Experience in managing change for large-scale, business-critical technology transformations.
• Background in the financial services or investment management industry.
• Why This Role is Key to the Business:

As a Change Manager, you will play a critical role in ensuring the successful adoption of Salesforce solutions. By facilitating smooth transitions and driving user engagement, you will help the business maximise the value of the platform, improve operational efficiency, and enhance customer experiences. Your contribution will be vital to the long-term success of these projects and the broader organisational transformation.