Could you lead one of the UK’s most purpose-driven financial organisations?
Is this the role you are looking for If so read on for more details, and make sure to apply today.
MERJE are working alongside Healthy Investment (Rechabite Friendly Society) on an exclusive basis to identify their next Chief Executive Officer
Who they are?
Member-owned. Values-led. £200M+ funds under management.
Trading as Healthy Investment & Red Rose Assurance. Rooted in the mutual and friendly society movement.
Ethical investment + faith-based assurance under one roof.
The Opportunity
- Succession appointment with the current CEO retiring February 2027.
- Report directly to the Board.
- Shape long-term strategy, culture, and member value.
- Principal ambassador for the organisation.
The Role
- Strategy: Set the direction. Seize the opportunity.
- Governance: Lead with integrity. Earn the Board’s trust.
- Growth: Deliver value that lasts, for members, not shareholders.
- People: Build a team as principled as the organisation they serve.
- Purpose: Where the mission isn’t profit. Its impact.
“A pivotal moment in the Society’s history”
What you will lead?
- Strategic & operational direction.
- Sales, marketing & product innovation.
- Regulatory compliance (PRA, FCA, HMRC).
- A high-performing, values aligned team.
Who they are looking for?
- Experience in regulated financial services.
- Strong governance & financial acumen.
- Board-level gravitas and stakeholder skills.
- Bonus: Mutuals, insurance or member-org background.
Why this role?
- Rare opportunity in the mutual sector.
- Protect a meaningful legacy.
- Deliver real impact for members and community.
- Subject to SMCR regulatory approval.
“This isn’t just a career move, it’s a chance to lead with purpose” Interested? Let’s talk.
Retained search by MERJE. xwzovoh All direct applications to Rechabite will be forwarded to MERJE.
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