Investor Relations and Treasury Manager

Job Introduction

** ** At Saga we’re radically flexible which means our colleagues have total autonomy over where they work – home, hybrid or hub. This role has a hybrid element which means our team come together when we need to collaborate in London & Folkestone***

As our Investor Relations and Treasury Senior Manager, you’ll will provide a critical link between our business and the financial community.

Your role will be multi-faceted with a focus on ensuring the Company’s overall strategy is well understood by external stakeholders and that the business has the capital structure to support that strategy.

From an Investor Relations perspective, this involves creating effective materials to convey the Saga story by means of press releases, presentations and interacting with investors and analysts on a one-to-one basis, while the Treasury side of the team manages the Group’s liquidity, debt, hedging and investments.

Next to this external focus, the team is responsible for keeping Executive Management and the Board abreast of developments impacting the capital markets and the trading of Saga plc securities.

The Investor Relations and Treasury Senior Manager is a key leader within the team, deputising for the Head of Investor Relations and Treasury and taking accountability for the business-as-usual operations while playing a pivotal role in any ad hoc projects as required.

Role Responsibility

• The creation of presentations, press releases and other communication materials for our annual results cycle, capital markets events and presentations to analysts, brokers, and investors.
• Day to day management of the analyst consensus, including liaising with equity and industry analysts, reviewing draft re-search, responding to questions and summarising them for senior management.
• Delivery of seamless end-to-end Annual Report & Accounts and AGM processes.
• Driving the production of comprehensive competitor analysis, including financial metrics and insightful commentary.
• Being the escalation point for retail investor interaction and day-to-day Treasury operations.
• Coaching and supporting the team.

The Ideal Candidate

• Ideally experience within, or alongside, relevant Investor Relations or Treasury role
• Proven track record business partnering with senior stakeholders
• Travel or Financial Services experience desirable
• Accounting or Financial background, ideally ACA, ACCA or CIMA qualified
• Highly numerate, with strong financial and business acumen
• Excellent written, oral and presentation skills with the ability to deliver information in a concise way
• Excellent influencing and relationship building skills. Able to quickly establish credibility by winning respect and co-operation
• Analytically strong with a willingness to question and challenge
• Ability to multi-task, be exceptionally well organised and meet established deadlines

Extreme attention to detail; high level of accuracy; ability to work under pressure

Our Saga Values:

• Precision Pace - Always owning and making things happen. 
• Empathy – Always aware of others. 
• Curiosity – Always asking why.
• Collaboration – Always one team, the Saga team!

Package Description

Our people are everything to us. The way they deliver exceptional experiences every day for our customers, for their colleagues. The way they own what they do. Their 'Why's it like that?' curiosity. How they always think of others and work together to get things done. For us, for you, make do will never do. Good enough? Not even close. Come and do the best work of your life alongside lovely colleagues. Come to Saga.

The standard benefits when you join Saga include:

• Remote working available where possible
• 25 days annual leave plus bank holidays with the choice to buy a further 5 days annual leave per year
• Free private medical insurance after 1 years' service
• Workplace Pension
• AXA Be Supported
• A range of reductions and offers from leading retailers, travel groups and entertainment companies

About the Company

Having spent our first 30 years focused on travel, Saga launched Saga Magazine and developed home and motor insurance and financial services in the 1980s. Private medical and pet insurance followed in the 1990s, along with the launch of our own cruise ship operation. The strength of the Saga brand provides the Group with the ability to develop in-house or partner with suppliers to offer our customers and members highly differentiated, competitively priced products which meet their evolving needs.

Saga exists to help our customers and members lead the life they want to lead. To succeed in this, we know that the most important thing to do is to listen to our customers and members. At the heart of our business model is our drive to know more about our customers’ wants and needs so we are best placed to serve them.

Applying this approach over the past 70 years has enabled us to become the UK's specialist provider of products and services to people aged over 50 in the UK. The Saga brand has become one of the most recognised and trusted brands amongst UK consumers in this demographic and is recognised for its high quality products and exceptional standards of service. These include cruises and holidays, insurance, personal finance and the Saga Magazine.

When you join Saga you will see that we are committed to treating all employees fairly and to offering equal opportunities in all aspects of employment and advancement.

We value diversity not just because it is the right thing to do, but because diverse teams perform better. Creating a culture in which everyone feels welcome and offering equal opportunities in all aspects of employment and advancement is incredibly important to us. Fair consideration is given to applications from all applicants, including those with disabilities and those over who are over 50 as we are champions of age inclusivity.

We are an official Disability Confident Committed employer and ensure that our recruitment process is inclusive and accessible and we will make reasonable adjustments as required.

We are a member of the 30% Club and partner with Women Ahead which offers us a fantastic opportunity to take part in a leading, global, cross-company, leadership mentoring scheme to champion female talent.

We are a signatory of the Armed Services Covenant and have received a Silver Award from the Employer Recognition Scheme. 

To all recruitment agencies: Saga does not accept agency CVs unless specifically engaged on the role by the Talent Acquisition Team. Please do not forward CVs to our recruiters, employees or any other company location. Any engagement with employees or provision of CVs to employees within Saga where you have not engaged with the Talent Acquisition Team will be considered speculative and Saga will not be responsible for any fees related to CVs received in this unsolicited manner.

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Saga Group