Could you lead one of the UK’s most purpose-driven financial organisations?
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. All direct applications to Rechabite will be forwarded to MERJE.
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