Careers with Golden Charter

Our people

The success of our business is down to our people and our priority is making Golden Charter a great place to work.  Part of this is achieved by recognising people’s potential, providing opportunities that fit their skills and talents and ensuring the appropriate support is in place.  All of this has contributed to us becoming an industry-leading organisation with sales growth in excess of 130% in the last 5 years.

Our people take pride in the work we do and in all customer interactions because we identify and provide learning and development opportunities that supports the business growth as well as their own development.  At all times, the customer is at the heart of everything we do.

Together we can do great things.


If you want to be part of this and benefit from being a member of an industry-leading business please contact us using the links below.



Danielle Ryan Senior Assurance Analyst

I joined Golden Charter in May 2012 as a Legal Services Appointment Setter within our Contact Centre, moving soon after to become part of the Compliance department as a Quality Assurer. Since moving into the Compliance team I was given the opportunity to further my knowledge and passed both a New Leaf Will Writing course and an International Compliance Association course in Financial Crime Prevention. I am now Senior Assurance Analyst within Golden Charter, I love my role and the challenges it brings. Golden Charter as a whole is a great company to work for, and seeing the progress I have made over the years shows that there are countless opportunities for those willing to develop and learn new skills.

Liam McDonald Business Change Lead

I joined Golden Charter in 2013 as I was attracted to working for a growing business with a philosophy of promoting from within. I started as a Customer Service Advisor and within 18 months I took advantage of this philosophy and was successful in my application for the position of Continuous Improvement Lead. Golden Charter offers great opportunities to develop your career and gives you all of the required support to do so. The fact I have again more recently moved to a new role as Business Change Lead proves that Golden Charter really believes in its people and the value they can add to the business.

Available Positions

If you want to be part of this and benefit from being a member of an industry-leading business contact out HR team.

Positions available in Head Office

Project Manager

We have a fantastic opportunity for a Project Manager to join our expanding Business Transformation team based at our head office in Bearsden, Glasgow. This is a full time, permanent position.


Reporting to the Head of Portfolio Management, the Project Manager will be accountable for ensuring that high quality, on budget projects, are delivered to the agreed objectives and timescales.


Key Responsibilities:

  • Manage project delivery in accordance with Golden Charter change policy and standards.
  • Define and fully document the project scope, objectives, cost and benefits from the outset.
  • Produce and manage project plans, ensuring critical path and interdependencies are identified.
  • Identify and manage dependencies with other projects with the change portfolio.
  • Ensure that internal and external resources required by the project are acquired and managed effectively
  • Ensure project roles and responsibilities are understood and communicated.
  • Identify, assess and manage project risks with the project team to ensure mitigation action is taken
  • Manage and control project budget and costs using processes set out by PMO and Finance.
  • Ensure all formal project controls are visible and managed appropriately to the required standards set out by the PMO and evidenced through project documentation.
  • Actively manage exceptions to plan and escalate appropriately.
  • Support the business sponsor with benefit management planning to ensure these can be evidenced through the project delivery.
  • Effectively communicate progress to all business stakeholders throughout lifecycle of project deliveries using standard reporting provided by PMO.
  • Provide leadership and communication required to maintain stakeholders relationships across change.
  • Perform formal project closedown in accordance with agreed change process, ensuring stakeholders receive a high quality handover.
  • Maintain own knowledge of current project management practices and techniques through personal development.  


Essential Skills


  • Ideally have 5 years of proven experience as a Project Manager delivering complex projects comprising of both internal staff and third party suppliers, to successfully deliver results
  • Formal Project Management Qualifications – Prince 2/PMI
  • Proficient in maintenance of financial project budget and cost management
  • Thorough understanding of the project management process with in-depth experience and demonstrable application of project delivery methodologies
  • Ability to influence others at all levels
  • External and Internal stakeholder management experience
  • Excellent facilitation and presentation skills
  • Excellent written/oral communication skills for reports and presentations
  • Experience in using common project management tolls, especially MS project
  • Proficient user of all MS Office tools



  • Experience working within Transformation Programmes
  • Agile Experience – iterative/agile development methodologies
  • Financial services industry experience


Salary - £45,000 plus annual bonus



  • Fantastic career opportunities 
  • 6% pension contribution
  • Personal and company related annual bonus
  • Life Assurance (4x annual salary)
  • Competitive annual leave plus the option to purchase up to a further 5 days
  • Competitive family friendly (maternity and paternity policies)
  • Free parking
  • Discounted gym membership


Regulatory Compliance Analyst

Golden Charter has a fantastic opportunity for a Regulatory Compliance Analyst to join our Compliance team at our head office in Bearsden, Glasgow. This is a full time, permanent position.

The Regulatory Compliance Analyst will be a trusted advisor to the business, understanding, translating and driving regulatory compliance changes within the organisation.



Policies - Support and Guidance

  • Develop and maintain internal compliance policies ensuring appropriate actions are taken throughout the business to embed policy and changes
  • Review policy adherence; working with individual departments to support improvements where non adherence is identified, agreeing actions with the senior manager to ensure policy is embedded
  • Work with the Internal Comms team to develop and implement an engagement programme for the business to foster a compliance culture throughout the business


Support the Data Protection Officer (DPO)

  • Develop and monitor Data Protection Impact Assessment (DPIA) process and decision log to ensure that changes impacting Personally Identifiable Information (PII) throughout the business are correctly identified and documented
  • Review responses of DPIAs, challenging project sponsors to ensure all risks have been correctly identified and suitably mitigated in line with the regulatory requirements
  • Work with the DPO as a subject matter expert to ensure the organisation is compliant with data privacy legislation


Subject Access Requests (SARs)/Right to Erasure Requests/Data Protection Breaches

  • Respond to requests, liaising with the appropriate departments to ensure all PII is gathered/deleted as per the request and within the regulatory timescales
  • Ensure process documents are maintained and aligned to regulatory requirements
  • Provide monthly management information to the Operations Board, highlighting risks to the business and recommending actions to be taken to mitigate those risks
  • Identify root cause of breaches, give feedback and work with management to reduce the likelihood of reoccurrence


Third Party Governance

  • Participate in the completion of due diligence and tender documents for all third party sellers and/or suppliers, liaising with the wider compliance team to gather information
  • Highlight risks of individual contracts to the project sponsor/relationship owner and Operations Board where necessary; recommend changes that would reduce risk to Golden Charter
  • Maintain records of third party contracts and facilitate changes to contracts via external legal advisors


Compliance input to Projects

  • Provide advice and challenge to project sponsors pre and post business case stage to ensure internal standards and external regulations are considered
  • Input to project groups as subject matter expert in all areas of regulatory compliance
  • Draft compliance documentation required to support any portfolio requirements such as terms and conditions for new or improved products



  • Drive annual Funeral Planning Authority (FPA) re-registration process to completion, liaising with the FPA, key stakeholders and management team to ensure all information is correctly documented
  • Ensure regulatory complaints are resolved by reviewing details, final decision and challenging outcomes prior to the Customer Resolutions Team responding to the FPA
  • Investigate any ICO Complaints and support the DPO as required to resolve any issue, including determining the root cause of the complaint


Key Skills

  • Compliance qualification e.g. ICA certificate or diploma or equivalent qualification
  • Awareness of the FCA and UK regulatory environment
  • Proven background in a compliance or a risk based role
  • Ability to work with a high level of accuracy and meet strict deadlines with little supervision
  • Proven analytical and problem solving skills, with the ability to produce work within set timescales
  • Competent user of Microsoft Word, Excel, PowerPoint and Outlook
  • Excellent verbal, written and presentation skills with the ability to communicate regulatory information to stakeholders


Company Benefits:

  • Free parking
  • Company and personal related annual bonus
  • 6% employer pension contribution
  • Maternity Leave – 24 weeks full pay, 15 weeks SMP
  • Paternity Leave – 2 weeks full pay
  • Discounted gym membership
  • Life Assurance (4x annual salary)
  • Competitive annual leave plus the option to purchase up to a further 5 days
  • Long Service Awards
  • Opportunities for career progression

Sales Suport Advisor

Golden Charter has an excellent opportunity for a Sales Support Advisor to join our head office in Bearsden, Glasgow.

The successful candidate should be able to demonstrate a track record of building strong and productive relationships with remote colleagues and business partners, as well as colleagues both in the team and other internal departments within the company.

Key Responsibilities:

  • Primary point of contact for our remote sales teams and main interface for them with other Head Office departments
  • Providing support to the National Sales Managers and the Head of Sales Operations and Support
  • Producing regular and ad-hoc reports, including daily sales reports for each channel, and carrying our relevant report/data analysis
  • Co-ordination of all mailings and key communications for the sales channels, and managing all incoming queries and correspondence from the sales channels
  • Arranging and tracking all business travel, hotel bookings, national meetings and events requirements in line with business policies and channel budgets
  • Managing the on-boarding process for marketing agents and business partners, including carrying out the relevant compliance checks
  • Raising purchase orders and invoicing, as well as recording and tracking of related expenditure
  • Co-ordinating and tracking all stock deliveries, including marketing collateral and merchandise, for the sales channels
  • Other ad-hoc tasks as required

Personal Attributes:

  • Excellent oral and written communications skills and able to communicate ideas and issues effectively to colleagues and clients
  • Excellent organisational skills and attention to detail
  • Excellent customer service skills, with the ability to empathise with customers, clients and colleagues
  • Good working knowledge of Microsoft applications, including Outlook, Word and Excel
  • Ability to manage own workload, work to tight deadlines and cope under pressure
  • Apply high quality standards to all tasks

Hours - Monday-Friday, 9am-5pm

Salary: £18,500 per annum

Contract - Permanent

Benefits –

  • Free parking
  • 6% employer pension contribution
  • Maternity Leave – 24 weeks full pay, 15 weeks SMP
  • Paternity Leave – 2 weeks full pay
  • Discounted gym membership
  • Life Assurance (4x annual salary)
  • Competitive annual leave plus the option to purchase up to a further 5 days
  • Long Service Awards
  • Opportunities for career progression


Accounts Assistant

Golden Charter is seeking to appoint an experienced Accounts Assistant.  The successful candidate will ideally have previous experience of working within a similar position, however a background in Finance is essential.  This is an excellent opportunity if you are looking for a challenging and exciting role.  This role is fixed term for 12 months.

Key Responsibilities:

  • Daily banking
  • Daily cashbook transactions
  • Bank reconciliations
  • Inspect, investigate and resolve aged discrepancies
  • Set up internal and external bank payments
  • Ensure queries are handled efficiently and effectively in a courteous manner
  • Work closely with other departments to resolve transactional and process queries and issues
  • Drive efficiency and accuracy
  • Comply with data protection rules & compliance
  • Ensuring that Golden Charter’s standards of performance are maintained at all times
  • Provide support where required across the department

Personal Attributes:

  • Excellent verbal and communication skills
  • Advanced Excel Skills
  • Ability to manage and prioritise your own workload
  • Ability to work to tight deadlines and cope under pressure
  • Ability to communicate ideas and issues effectively
  • Be proactive and use your initiative
  • Apply high quality standards to all tasks in hand, no matter how small

This is an excellent opportunity to join a fast growing business and in return you can expect to receive:

Salary: £19,000 per annum

Contract: 12 month fixed term

Hours: 9am to 5pm – Monday to Friday. There may be times when additional hours are required to meet the demands of the role.

Benefits: Pension contribution, free life insurance, subsidised gym membership, various funded social events