Could you lead one of the UK’s most purpose-driven financial organisations?

A rare CEO opportunity – 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.

“A pivotal moment in the Society’s history”

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.

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?

• Proven executive (CEO / Director level).
• 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.