Join the Team
We Are UMi
UMi is an employee-owned business with strong values, you can make a big difference to our community and the world around us.
In 2022, we earned B Corp certification, highlighting our excellence in governance, environment, workers, community, and customer impact.
Since 2007, we’ve helped more than 630,000 businesses to do more and go further by finding and packaging the best information, expertise and finance for them to get more of what they want.
If you have a passion for supporting and championing business, take a look at our current vacancies and join the team.
Current Vacancies
How to Join the Team
To apply, send your covering letter and CV to workwithus@weareumi.co.uk before the closing date.
Make sure you clearly state which vacancy you're applying for.
Your covering letter should detail how your recent experience meets the requirements detailed in the job description and what strengths, knowledge, skills and personal qualities you would bring to the role and UMi.
SERViCE AND iNVESTMENT EXECUTiVE
Salary: Circa £23,088 p.a. + a range of great benefits (including wellbeing days, employee healthcare cash plan, and hybrid working options)
Place of work: Navigators Point, Belmont Business Park, Durham, DH1 1TW
Working Hours: 37 hours per week, Monday to Friday
Are you passionate about providing outstanding customer service and supporting businesses to succeed? If so, we’d love for you to join our team!
We’re looking for someone with excellent attention to detail, strong organisational skills, and a customer-focused approach. Ideally, you’ll have experience handling customer enquiries, assessing business needs, and supporting clients through a variety of services.
You will play a key role in ensuring a smooth and efficient customer journey, managing service requests, processing investment applications, and completing compliance checks. You’ll engage with customers across multiple channels, providing expert guidance and signposting them to the right support.
What We're Looking For:
- Customer Service: A commitment to delivering an exceptional experience, engaging empathetically with customers across phone, email, and webchat.
- Business Understanding: The ability to assess client needs, understand business challenges, and provide appropriate solutions.
- Attention to Detail: A meticulous approach to processing applications, conducting compliance checks, and managing documentation.
- Communication Skills: Strong verbal and written communication skills, with the ability to build rapport and offer clear guidance.
- Organisation & Efficiency: Effective diary management, scheduling appointments for advisers, and prioritising workload.
- Tech Proficiency: Confidence in using digital tools, CRM systems, and virtual communication platforms.
- Problem-Solving: The ability to think critically and proactively resolve customer enquiries.
If you possess the skills, experience, and commitment to guide businesses towards success, we want to hear from you. For detailed information about the role and the skills we're looking for, please refer to the linked job description.
Apply now to join an incredible team and a world-class employee-owned business, that as a certified B Corp, balances people, profit and planet equally.
Closing Date: Friday 21st February 2025
Please note applications will be reviewed on a rolling basis, and the vacancy may therefore close earlier if we receive a strong response rate and/or good calibre of applicants. We will notify you if this happens.
Working with Agencies
Where we may need additional support to fill a role, we will ONLY work with those recruitment agencies we have on our preferred suppliers list, if required.
If your agency would like to be considered for placing candidates, you are required to fill out this form.
Upon review of your submission, we will save your details as a potential supplier. Submitting the form does not mean you are approved to work on any live vacancies. Please do not follow up on completion of this form with further emails or calls or speculatively contact us regarding our live vacancies.
Approved suppliers will be alerted when we require support on any of our vacancies.
Benefits of working for UMi
Pay
UMi staff are paid more than the National Minimum Wage and Real Living Wage.
Holidays
25 days holiday per year, to increase annually at 3 years’ service up to a maximum of 28 days.
Wellbeing Days
As a team that advocates positive wellbeing, you will have 6 days leave per year to take time out for yourself, recharge and return to work with a clear mindset.
Flexible Working
Choose a working pattern that allows the best work-life balance for you.
We’re Employee-Owned
Being owned by your employees can mean different things to businesses that adopt it. For UMi, it means all shares in the company are held in trust.
The board of the UMi Employee Ownership Trust (EOT) is made up of staff from across the business, working at all different levels, as well as an independent director and representatives from the main UMi Board.
UMi Holdings is committed to making contributions to an Employee Ownership Fund based on our profitability and long-term balance sheet strength and the EOT Board can recommend how best to use the Fund.
By being employee owned, we can create long-term value for the team and focus on what’s right for the long-term sustainability of our business.
Credentials
- In a 2021 company survey, 95% of UMi staff said they believed they could make a valuable contribution the success of the organisation.
- In a 2021 wellbeing survey, 86% of UMi staff agreed that they were happy with the balance between work and home life.
- In a 2021 leadership survey, 94% of UMi staff agreed that the business is run on strong values and principles.
Best Mid-Sized Company
UMi is one of the UK’s top 100 best mid-sized companies to work for, achieving its highest ever placing of 33rd at Best Companies Live 2021.
We were also ranked as the 8th best consultancy business to work for in the UK, and the 12th best business in the North East to work for.
World-Class Employer ⭐⭐⭐
UMi is considered a ‘World Class’ organisation to work for, having achieved the maximum three-star accreditation from Best Companies.
This standard is reserved only for UK businesses demonstrating the highest standards of workplace engagement.
Living Wage Employer
UMi is an accredited Living Wage Employer, committed to paying a wage based on the cost of living to all our team.