Investment Associate

£45,000 - £53,000 + excellent benefits, including 27 days holiday, 2:1 pension (up to 12% employer contribution), plus many more

Location: Flexible with 1-2 days per week in the London office. Also expectation for client meetings nationwide, with flexibility on working from home at other time. 

Did you know that there are at least 20m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services?

That’s nearly a third of all adults in the UK.

We are Fair4All Finance. We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. 

We are continuing our work following our latest round of funding, and as a result we are now seeking an Investment Associate who will play a central role in scaling the provision of fair, affordable credit and shaping long-term financial inclusion across the UK.

Working within our growing Investment team, you will support the assessment, execution and monitoring of social investments that help transform the financial services sector. This includes working with commercial lenders, community finance providers, fintech innovators and strategic partners to design funding solutions with strong social impact.

You will bring analytical strength, relationship-building capability, and a commitment to improving customer outcomes. Whether your background is in banking, social investment, financial services, or a mission-driven environment, this role offers a unique opportunity to use your skills for meaningful social change.

Key Responsibilities

• Support the management of a portfolio of existing social investments and grants.

• Build and maintain strong, trusting relationships with investees and delivery partners.

• Help assess risk, progress against plan, and performance against contractual expectations.

• Monitor financial and social impact performance metrics.

• Analyse trends and ensure insights are integrated into internal systems and reporting cycles.

• Communicate findings clearly to internal teams and senior stakeholders.

• Assist with due diligence for potential investments in commercial lenders, community finance organisations and other opportunities.

• Support evidence-led recommendations to the Investment Committee.

• Contribute to negotiation processes, ensuring that social purpose is embedded in legal documentation.

• Lead or support strategically important investment-related projects.

• Collaborate across teams—including Innovation & Development, Policy & Strategy, and Evaluation—to drive systems change in financial inclusion.

• Contribute to the expansion and evolution of Fair4All Finance’s investment approach as new dormant assets funding becomes available.

Essential experience & qualifications:

• Strong analytical skills, commercial acumen and high numerical capability.

• To be able to process and analyse reporting data, track progress of investments and/or projects against plan 

• Clear, confident communication skills—both written and verbal.

• Ability to build strong relationships with stakeholders at all levels, including senior leaders.

• Confidence working alongside senior decision-makers and presenting evidence.

• Ability to work independently, manage ambiguity and navigate complex situations.

• A proactive, collaborative approach to working in a small and growing team.

Desirable experience

• Due diligence

• Experience of making impact investments into social enterprises   

• Experience making investments into fintechs and/or early-stage companies.

• Community finance or consumer finance sectors.

• Financial modelling skills

• Exposure to negotiating or reviewing investment legal documents.

Person Profile

• Passionate about improving financial resilience and tackling exclusion.

• Curious, proactive and solutions-focused, able to explore new methodologies and ideas.

• Comfortable with ambiguity and capable of navigating evolving priorities.

• A brilliant team player, supportive, collaborative, with a positive attitude.

• Organised and reliable, with strong attention to detail and follow-through.

• A relationship builder, able to establish trust and credibility quickly.

• Committed to continuous development, both personal and professional.

• Someone who thrives in a purpose-led, innovative, and growing organisation

 Who are Fair4All Finance?

We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. 

Founded in 2019, we are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes.

Our vision is of a society where the long-term financial wellbeing of all people is supported by a fair and accessible financial sector. 

You can find more information on us and our work at www.fair4allfinance.org.uk.

Fair4All Finance is a Disability Confident Committed scheme member. 

Fair4All Finance is a Disability Confident Committed member. We’re committed to an inclusive workplace and will offer an initial interview to disabled applicants who meet the essential criteria for the role. You’ll be able to indicate this in your application.  

If you do require any support or reasonable adjustments during the process, please contact us at jobs@fair4allfinance.org.uk. 

Our Benefits include:

Financial Security:

• Pension (2:1 up to 12% employer contribution), group life assurance, critical illness, and income protection, family leave

Wellbeing:

• 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme)

Personal & Professional Development:

• Individual discretionary Training budget

• Book Club – mission aligned, up to 4 per year

Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds, including age, gender identity, disability, marital status, race, sexual orientation, pregnancy, and socioeconomic status.

We ensure fair and equitable treatment for all team members and applicants and actively recruit from a diverse candidate pool. We are open to making reasonable adjustments to support candidates and promote flexible working for a healthy work-life balance.

To apply, submit your application via Applied by Friday 9th January at 5pm

For informal enquiries, please contact us at jobs@fair4allfinance.org.uk.

Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses. Your CV will only be reviewed at a later stage in the process.

Due to the nature of our work, and depending on the role, successful applicants may be required to undergo pre-employment checks, which include employment reference, financial and criminal record checks. All checks will be role appropriate and your recruiter will confirm which checks are required. We manage our checks via TrustID.

All applicants must have an existing Right to Work in the UK