Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Made up of over 250 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. Act as audit lead on a range of financial services entities. The expectation is that on large assignments this role will be supported by one (or more) Managers. Overall responsibility for each assignment will be retained by the Partner Responsible for leading and directing all aspects of audit services delivered Responsible for maximising profitability from a portfolio and taking responsibility for budgeting, WiP control and billing Support Partners in group sales and marketing activity, including playing a leading role in pitch teams, attendance at group networking, and other marketing events as appropriate Contribute to development of new business relationships and business proposals through high level sales and marketing activity. This will include winning work. Support Partners with the implementation and communication of any new business strategy for existing entities, target firms and the internal business Engage directly on technical and audit judgement decisions When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: ACA/ICAS qualified or overseas equivalent Significant experience of auditing within the financial services sector including businesses within one or more of the asset management, capital markets and insurance sectors Knowledge of the CASS rules and experience of client money and assets audits, reporting to the FCA. Excellent working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements Managing and developing staff (not only audit teams), i.e. coordinating staff projects, mentoring, counselling, appraising, recruiting etc. Proven experience in managing a wide portfolio of concurrent projects and project teams in a project management framework You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
May 16, 2024
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Made up of over 250 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. Act as audit lead on a range of financial services entities. The expectation is that on large assignments this role will be supported by one (or more) Managers. Overall responsibility for each assignment will be retained by the Partner Responsible for leading and directing all aspects of audit services delivered Responsible for maximising profitability from a portfolio and taking responsibility for budgeting, WiP control and billing Support Partners in group sales and marketing activity, including playing a leading role in pitch teams, attendance at group networking, and other marketing events as appropriate Contribute to development of new business relationships and business proposals through high level sales and marketing activity. This will include winning work. Support Partners with the implementation and communication of any new business strategy for existing entities, target firms and the internal business Engage directly on technical and audit judgement decisions When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: ACA/ICAS qualified or overseas equivalent Significant experience of auditing within the financial services sector including businesses within one or more of the asset management, capital markets and insurance sectors Knowledge of the CASS rules and experience of client money and assets audits, reporting to the FCA. Excellent working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements Managing and developing staff (not only audit teams), i.e. coordinating staff projects, mentoring, counselling, appraising, recruiting etc. Proven experience in managing a wide portfolio of concurrent projects and project teams in a project management framework You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Accounts Semi Senior Location: London Job Type: Full-time Salary: Competitive We are seeking an Accounts Semi Senior to join our dynamic team. This role involves a variety of responsibilities including Accounts, VAT, and Management accounts. The ideal candidate will have the ability and motivation to take ownership of client engagements with support from managers, deliver high-quality accounts preparation and corporation tax services, and develop enduring client relationships. Day to day of the role: Taking initial ownership of client engagements with managerial support. Delivering high-quality accounts preparation and corporation tax services. Building and maintaining client relationships. Completing basic audit reconciliations and assisting managers with simple audit tasks. Preparing statutory financial statements from client data and identifying high-level risk areas or concerns. Understanding and reviewing VAT returns, as well as submitting them. Assisting with the preparation of Management Accounts, eventually preparing them monthly or quarterly independently. Required Skills & Qualifications: ACA/ACCA or equivalent part-qualified with two years of experience in accounting. Working knowledge of IFRS/UKGAAP/FR102. Familiarity with Xero, CCH, QuickBooks, Sage, and Dext. Benefits: 22 days annual leave plus bank holidays. Study Support Package. Office hours from Monday to Friday, 09:00 to 17:30, with some flexibility to work from home occassionaly. To apply for this Accounts Semi Senior role, please submit your CV and cover letter detailing your relevant experience and interest in the position.
May 08, 2024
Full time
Accounts Semi Senior Location: London Job Type: Full-time Salary: Competitive We are seeking an Accounts Semi Senior to join our dynamic team. This role involves a variety of responsibilities including Accounts, VAT, and Management accounts. The ideal candidate will have the ability and motivation to take ownership of client engagements with support from managers, deliver high-quality accounts preparation and corporation tax services, and develop enduring client relationships. Day to day of the role: Taking initial ownership of client engagements with managerial support. Delivering high-quality accounts preparation and corporation tax services. Building and maintaining client relationships. Completing basic audit reconciliations and assisting managers with simple audit tasks. Preparing statutory financial statements from client data and identifying high-level risk areas or concerns. Understanding and reviewing VAT returns, as well as submitting them. Assisting with the preparation of Management Accounts, eventually preparing them monthly or quarterly independently. Required Skills & Qualifications: ACA/ACCA or equivalent part-qualified with two years of experience in accounting. Working knowledge of IFRS/UKGAAP/FR102. Familiarity with Xero, CCH, QuickBooks, Sage, and Dext. Benefits: 22 days annual leave plus bank holidays. Study Support Package. Office hours from Monday to Friday, 09:00 to 17:30, with some flexibility to work from home occassionaly. To apply for this Accounts Semi Senior role, please submit your CV and cover letter detailing your relevant experience and interest in the position.
Audit Manager - CASS - Financial Services Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Made up of over 450 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. We'll help you succeed The Client Assets (CASS) work we do is underpinned by quality. We deliver CASS audits which are trusted and transparent which can be relied upon by companies and the FCA . You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. To join BDO's CASS practice, y ou'll be someone with: ACA /ACCA/ ICAS qualified or overseas equivalent. Previous experience of managing and coaching people. Good working knowledge of the FCA's CASS rulebook and the FRC's Assurance Standard for client asset engagements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance. Controls experience. Project Management experience. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
May 08, 2024
Full time
Audit Manager - CASS - Financial Services Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Made up of over 450 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. We'll help you succeed The Client Assets (CASS) work we do is underpinned by quality. We deliver CASS audits which are trusted and transparent which can be relied upon by companies and the FCA . You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. To join BDO's CASS practice, y ou'll be someone with: ACA /ACCA/ ICAS qualified or overseas equivalent. Previous experience of managing and coaching people. Good working knowledge of the FCA's CASS rulebook and the FRC's Assurance Standard for client asset engagements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance. Controls experience. Project Management experience. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Made up of over 250 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. Act as audit lead on a range of financial services entities. The expectation is that on large assignments this role will be supported by one (or more) Managers. Overall responsibility for each assignment will be retained by the Partner Responsible for leading and directing all aspects of audit services delivered Responsible for maximising profitability from a portfolio and taking responsibility for budgeting, WiP control and billing Support Partners in group sales and marketing activity, including playing a leading role in pitch teams, attendance at group networking, and other marketing events as appropriate Contribute to development of new business relationships and business proposals through high level sales and marketing activity. This will include winning work. Support Partners with the implementation and communication of any new business strategy for existing entities, target firms and the internal business Engage directly on technical and audit judgement decisions When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: ACA/ICAS qualified or overseas equivalent Significant experience of auditing within the financial services sector including businesses within one or more of the asset management, capital markets and insurance sectors Knowledge of the CASS rules and experience of client money and assets audits, reporting to the FCA. Excellent working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements Managing and developing staff (not only audit teams), i.e. coordinating staff projects, mentoring, counselling, appraising, recruiting etc. Proven experience in managing a wide portfolio of concurrent projects and project teams in a project management framework You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
May 08, 2024
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Made up of over 250 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. Act as audit lead on a range of financial services entities. The expectation is that on large assignments this role will be supported by one (or more) Managers. Overall responsibility for each assignment will be retained by the Partner Responsible for leading and directing all aspects of audit services delivered Responsible for maximising profitability from a portfolio and taking responsibility for budgeting, WiP control and billing Support Partners in group sales and marketing activity, including playing a leading role in pitch teams, attendance at group networking, and other marketing events as appropriate Contribute to development of new business relationships and business proposals through high level sales and marketing activity. This will include winning work. Support Partners with the implementation and communication of any new business strategy for existing entities, target firms and the internal business Engage directly on technical and audit judgement decisions When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: ACA/ICAS qualified or overseas equivalent Significant experience of auditing within the financial services sector including businesses within one or more of the asset management, capital markets and insurance sectors Knowledge of the CASS rules and experience of client money and assets audits, reporting to the FCA. Excellent working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements Managing and developing staff (not only audit teams), i.e. coordinating staff projects, mentoring, counselling, appraising, recruiting etc. Proven experience in managing a wide portfolio of concurrent projects and project teams in a project management framework You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Made up of over 250 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You will; Identify risk matters and raises with a manager and/or partner, while exercising judgement within agreed parameters. Produce work for the Manager and/or Partner review clearly highlighting issues and providing potential solutions to issues identified. Identify and understand the needs of the audited entity, suggesting potential solutions on technical matters and communicate and agree potential solutions with managers. Active engagement with senior staff in order to gain a good understanding of their business and ensure the efficient execution of the audit Take primary responsibility for monitoring progress against budget, and when the actual differs from the budget then gain a full understanding for the Manager. Supervise, coach and develop junior members of staff within teams. Ensure compliance with internal (audit methodology and risk management) and external (regulatory) requirements. Participate in group, stream and firm wide activities. Technical Knowledge, Professional Qualifications and Experience Newly Qualified ACA/ICAS Qualified or overseas equivalent. Educated up to degree level or CTS. Experience supervising and coaching junior members of staff on site. Working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements. Working knowledge of firm services, issues regarding advice, and regulation and compliance, including anti-money laundering. Demonstrable knowledge of current economic and market trends Sector experience. Experience with listed audited entities. Experience auditing international groups. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
May 08, 2024
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Made up of over 250 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You will; Identify risk matters and raises with a manager and/or partner, while exercising judgement within agreed parameters. Produce work for the Manager and/or Partner review clearly highlighting issues and providing potential solutions to issues identified. Identify and understand the needs of the audited entity, suggesting potential solutions on technical matters and communicate and agree potential solutions with managers. Active engagement with senior staff in order to gain a good understanding of their business and ensure the efficient execution of the audit Take primary responsibility for monitoring progress against budget, and when the actual differs from the budget then gain a full understanding for the Manager. Supervise, coach and develop junior members of staff within teams. Ensure compliance with internal (audit methodology and risk management) and external (regulatory) requirements. Participate in group, stream and firm wide activities. Technical Knowledge, Professional Qualifications and Experience Newly Qualified ACA/ICAS Qualified or overseas equivalent. Educated up to degree level or CTS. Experience supervising and coaching junior members of staff on site. Working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements. Working knowledge of firm services, issues regarding advice, and regulation and compliance, including anti-money laundering. Demonstrable knowledge of current economic and market trends Sector experience. Experience with listed audited entities. Experience auditing international groups. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Audit Manager - CASS - Financial Services Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Made up of over 450 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. We'll help you succeed The Client Assets(CASS)work we do is underpinned by quality. We deliver CASS audits which are trusted and transparent which can be relied upon by companies and the FCA . You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. To join BDO's CASS practice, you'll be someone with: ACA /ACCA/ ICAS qualified or overseas equivalent. Previous experience of managing and coaching people. Good working knowledge of the FCA's CASS rulebook and the FRC's Assurance Standard for client asset engagements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance. Controls experience. Project Management experience. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
May 08, 2024
Full time
Audit Manager - CASS - Financial Services Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Made up of over 450 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. We'll help you succeed The Client Assets(CASS)work we do is underpinned by quality. We deliver CASS audits which are trusted and transparent which can be relied upon by companies and the FCA . You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. To join BDO's CASS practice, you'll be someone with: ACA /ACCA/ ICAS qualified or overseas equivalent. Previous experience of managing and coaching people. Good working knowledge of the FCA's CASS rulebook and the FRC's Assurance Standard for client asset engagements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance. Controls experience. Project Management experience. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the role: The primary function of the Head of CASS is to oversee the firms' reconciliation processes (custody assets & client money) and provide overarching support for the firms' compliance with CASS by ensuring other CASS related activities / responsibilities are being appropriately managed. What you will be doing: Supporting the firm's compliance with the relevant CASS rules in the FCA handbook, including but not limited to: Ensure compliant custody asset and client money reconciliations. Ensure break management processes and escalations are in line with the firms' risk appetite. Regular communication with all operational departments with the monitoring and tracking of client and market open item positions. CASS breach management from initial discovery and review through to closure and ensuring delivery of remediation activity. Oversee the due diligence process for all counterparties within the CASS footprint. Maintenance of the CASS resolution pack, work with other operational areas to ensure accuracy and completeness at all times. CASS Committee - support the production of the papers for the monthly governance meeting ensuring duties can be discharged appropriately given the quality and informative nature of the CASS papers. Production of the firms CMAR on a monthly basis ensuring accuracy, completeness and validity of all information provided. Ensure timely update to all CASS policies with the appropriate approvals documented. Oversee the updates and accuracy of the CASS mapping framework ensuring that all controls are appropriately captured and documented. Keep up to date with industry changes from a CASS compliance perspective. Management of the annual CASS audit ensuring the timely provision of information to the audit team and support of management responses to auditor / firm identified breaches within the audit opinion. Support the business with closure of any control deficiencies identified by internal / external audit teams. Management of the annual audit assurance work. Ensure all CASS processes are mapped and documented accordingly, creation and maintenance of CASS 'footprint' documentation. Input into projects ensuring CASS compliance is considered at each stage and provide challenge on existing processes to ensure these are being carried out compliantly. Support CASS training where necessary across the business. Maintain the first line of compliance defence by ensuring individual adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance Treat clients fairly at all times Maintain the first line of defence by operating risk controls assigned to the teams under your leadership. Use the training and competence scheme to maintain the appropriate knowledge, skills and expertise to carry out the role competently Adhere to company policies and procedures are all time including but not limited to; Code of Code, Information security, human resource policies and compliance policies and procedures Enhance financial controls and drive process improvements where necessary. Oversee the daily review of all Figaro Balance Sheet balances and ensure that they are in line, investigate and report variances to relevant teams to solve including: Reconciling suspense accounts and providing audit trail; Production of Management Information on open items/issues Ensure data for department Month End reporting is collated and completed in a timely manner to agreed service levels Act as an escalation point of contact for team members / managers in relation to complex queries and be the SME for CASS related queries. Selects, trains, develops and leads an effective team building a world class CASS operation. What you bring: Educated to at least Degree Level or equivalent in a financial, numerical, business or technical discipline. Experience of the different functions within the operational areas within a Wealth Management firm and their interdependencies. Significant experience of working in a CASS team with a detailed understanding of the CASS rules and their practical application. Detailed knowledge of reconciliations and exceptions management. Good understanding of the life cycle of a trade & of industry rules and regulations. Experience of Microsoft Office or similar applications. A thorough understanding of other operational areas procedures and processes. Excellent verbal and written communication skills to technical and non-technical audiences. Excellent problem solving, team and time management skills managing multiple deadlines for self and others. Works under minimal supervision on complex projects What we offer you: A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities A broad range of professional education and personal development possibilities - FIS is your final career step! A competitive salary and company benefits. The chance to work on some of the most challenging, relevant issues in financial services & technology. A work environment built on collaboration, flexibility and respect.
Dec 18, 2022
Full time
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the role: The primary function of the Head of CASS is to oversee the firms' reconciliation processes (custody assets & client money) and provide overarching support for the firms' compliance with CASS by ensuring other CASS related activities / responsibilities are being appropriately managed. What you will be doing: Supporting the firm's compliance with the relevant CASS rules in the FCA handbook, including but not limited to: Ensure compliant custody asset and client money reconciliations. Ensure break management processes and escalations are in line with the firms' risk appetite. Regular communication with all operational departments with the monitoring and tracking of client and market open item positions. CASS breach management from initial discovery and review through to closure and ensuring delivery of remediation activity. Oversee the due diligence process for all counterparties within the CASS footprint. Maintenance of the CASS resolution pack, work with other operational areas to ensure accuracy and completeness at all times. CASS Committee - support the production of the papers for the monthly governance meeting ensuring duties can be discharged appropriately given the quality and informative nature of the CASS papers. Production of the firms CMAR on a monthly basis ensuring accuracy, completeness and validity of all information provided. Ensure timely update to all CASS policies with the appropriate approvals documented. Oversee the updates and accuracy of the CASS mapping framework ensuring that all controls are appropriately captured and documented. Keep up to date with industry changes from a CASS compliance perspective. Management of the annual CASS audit ensuring the timely provision of information to the audit team and support of management responses to auditor / firm identified breaches within the audit opinion. Support the business with closure of any control deficiencies identified by internal / external audit teams. Management of the annual audit assurance work. Ensure all CASS processes are mapped and documented accordingly, creation and maintenance of CASS 'footprint' documentation. Input into projects ensuring CASS compliance is considered at each stage and provide challenge on existing processes to ensure these are being carried out compliantly. Support CASS training where necessary across the business. Maintain the first line of compliance defence by ensuring individual adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance Treat clients fairly at all times Maintain the first line of defence by operating risk controls assigned to the teams under your leadership. Use the training and competence scheme to maintain the appropriate knowledge, skills and expertise to carry out the role competently Adhere to company policies and procedures are all time including but not limited to; Code of Code, Information security, human resource policies and compliance policies and procedures Enhance financial controls and drive process improvements where necessary. Oversee the daily review of all Figaro Balance Sheet balances and ensure that they are in line, investigate and report variances to relevant teams to solve including: Reconciling suspense accounts and providing audit trail; Production of Management Information on open items/issues Ensure data for department Month End reporting is collated and completed in a timely manner to agreed service levels Act as an escalation point of contact for team members / managers in relation to complex queries and be the SME for CASS related queries. Selects, trains, develops and leads an effective team building a world class CASS operation. What you bring: Educated to at least Degree Level or equivalent in a financial, numerical, business or technical discipline. Experience of the different functions within the operational areas within a Wealth Management firm and their interdependencies. Significant experience of working in a CASS team with a detailed understanding of the CASS rules and their practical application. Detailed knowledge of reconciliations and exceptions management. Good understanding of the life cycle of a trade & of industry rules and regulations. Experience of Microsoft Office or similar applications. A thorough understanding of other operational areas procedures and processes. Excellent verbal and written communication skills to technical and non-technical audiences. Excellent problem solving, team and time management skills managing multiple deadlines for self and others. Works under minimal supervision on complex projects What we offer you: A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities A broad range of professional education and personal development possibilities - FIS is your final career step! A competitive salary and company benefits. The chance to work on some of the most challenging, relevant issues in financial services & technology. A work environment built on collaboration, flexibility and respect.
Our wealth management client is looking for Financial advisors to be based in the Valencia region, Spain. Their client base is constantly expanding across the world and their aim is to become local to their global client base. In order to keep up with this expansion, they require a number of independent investment advisors to join their ranks. Our client always seeks to recruit the highest performing individuals to act on behalf of their clients. Their office is a friendly, busy and motivational place to work. For all roles, they provide regional Medical Plans and competitive salaries. They place great emphasis on professional development and career progression. If you are committed, talented and positive, you are sure to receive recognition. Get in touch if you: Have a genuine passion for client satisfaction Have at least 5 years experience as an IFA, in Bancassurance or as part of a private practice Comply with UK FCA-level standards Are a self-starter as well as a team player Can demonstrate a comprehensive record of client satisfaction Can demonstrate a commitment to unimpeachable integrity In return, my client offers: Qualified leads : our ongoing back-office investment in this area is second-to-none Industry-leading remuneration. This is not an empty promise - just speak to their existing IFAs Full financial support for additional qualifications up to Level 6 Chartered status (or equivalent) Positive and flexible support in the areas of sponsorship, accommodation and office facilities Our client is the leading provider of financial services to expats in the UAE, with regulated operations in the UK, Asia, Europe and South Africa - as well as a dedicated administration hub in Sri Lanka. If you feel you meet these criteria, then please get in touch with your CV. Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of 5 years experience working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment advisory sales experience. mailerlite_form form_id=2 Sponsored by: Tagged as: advisor , Barcelona , careers , Costa del Sol , financial , Financial Adviser , Financial Jobs , IFA Jobs , International Financial Advisor , Investment Advisor Jobs , investments , jobs , Malaga , Mallorca , Marbella , Offshore IFA , Pensions , QROPS , Spain , UK Financial Advisors , UK Pensions , wealth , Wealth Advisor , Wealth Management Advisor , Wealth Manager
Dec 15, 2022
Full time
Our wealth management client is looking for Financial advisors to be based in the Valencia region, Spain. Their client base is constantly expanding across the world and their aim is to become local to their global client base. In order to keep up with this expansion, they require a number of independent investment advisors to join their ranks. Our client always seeks to recruit the highest performing individuals to act on behalf of their clients. Their office is a friendly, busy and motivational place to work. For all roles, they provide regional Medical Plans and competitive salaries. They place great emphasis on professional development and career progression. If you are committed, talented and positive, you are sure to receive recognition. Get in touch if you: Have a genuine passion for client satisfaction Have at least 5 years experience as an IFA, in Bancassurance or as part of a private practice Comply with UK FCA-level standards Are a self-starter as well as a team player Can demonstrate a comprehensive record of client satisfaction Can demonstrate a commitment to unimpeachable integrity In return, my client offers: Qualified leads : our ongoing back-office investment in this area is second-to-none Industry-leading remuneration. This is not an empty promise - just speak to their existing IFAs Full financial support for additional qualifications up to Level 6 Chartered status (or equivalent) Positive and flexible support in the areas of sponsorship, accommodation and office facilities Our client is the leading provider of financial services to expats in the UAE, with regulated operations in the UK, Asia, Europe and South Africa - as well as a dedicated administration hub in Sri Lanka. If you feel you meet these criteria, then please get in touch with your CV. Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of 5 years experience working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment advisory sales experience. mailerlite_form form_id=2 Sponsored by: Tagged as: advisor , Barcelona , careers , Costa del Sol , financial , Financial Adviser , Financial Jobs , IFA Jobs , International Financial Advisor , Investment Advisor Jobs , investments , jobs , Malaga , Mallorca , Marbella , Offshore IFA , Pensions , QROPS , Spain , UK Financial Advisors , UK Pensions , wealth , Wealth Advisor , Wealth Management Advisor , Wealth Manager
Quality is at the heart of what we do. Combining passionate people with leading technology, we work together to build trust in society. We put the team first and solve important problems by challenging the organisations we audit and being open to challenge ourselves. We take pride in our work and the profession, recognising audit as a deep specialism. Hear from our UK Head of Audit about the evolution of the Audit and what opportunities PwC could have for you. It's a really exciting time to be joining us. We're growing our teams across all areas of our Audit practice and investing a huge amount in our people, their skills and the technology available, as we continue to radically modernise our business and the way we serve our clients. Learn more about The Future of Audit. A career in our Financial Services Audit practice, within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad international reach. We focus on using the latest technology to reduce the level of manual testing ensuring you'll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients' information.Our team helps financial organisations navigate regulatory complexity while strengthening trust and transparency in their business. Our clients cover industries within banking and capital markets, private equity, insurance, and consumer finance. While many of the rules of business have changed, the fundamentals haven't. You'll work alongside senior members of the client's management team in planning the audit process from beginning to end, ensuring completeness, accuracy, and fair presentation of our client's information.About the roleYour role will be to assist our teams in providing services to our B&CM clients. You will work within teams, reporting to a Manager and/or Senior Manager, to deliver reviews across a range of CASS audit engagements, the potential for some advisory engagements, as well as assisting with wider engagement activities including budgeting, resource management, strategy and market insights/business development. Responsibilities will include: Delivering CASS audits with potential opportunities on CASS advisory projects over a diverse range of our clients within set deadlines. Conducting fieldwork in accordance with PwC's CASS audit methodology and quality assurance standards, communicating findings to clients and preparing written reports. Building effective working relationships with clients and team members. Leading and coaching junior staff. Assisting with wider day-to-day engagement delivery including planning, budget management and periodic reporting to clients. Participating in team and firm activities to contribute to the broader B&CM strategy, and strengthen the CASS proposition. Proactively develop technical knowledge through self-study, training, qualifications and industry reading. Promoting CASS insights by running client Webex, conference and helping to support our social media campaigns; and Helping us transform and change our approach to CASS work including the development and use of technology. For the right individual, the role provides an outstanding opportunity to progress, develop and be rewarded for achievement as part of a successful and high profile part of the PwC business." Skills requiredYour audit skills will be matched by an ability to create new initiatives, respond to change and be flexible in your approach to meeting team goals. Experience in delivering audit reviews. A passion for delivering value and insight to clients through our audit services. Experience of risk and control identification and performing controls testing. Strong analytical and engagement management skills. The ability to work effectively in different teams for varying periods of time, building good working relationships with both colleagues and client personnel at all levels. Experience in providing coaching and feedback for junior staff and identifying development opportunities to build upon the strengths of team members. Experience of identifying and effectively reporting issues and recommendations for improvement to clients. Ability to adapt and re-prioritise quickly in dynamic circumstances and deliver under tight deadlines. Previous experience in working with a variety of large to medium sized clients within professional services. Ideally, an audit, internal audit or risk/controls background. The location Find out more about our PwC office locations . Not the role for you? Did you know PwC offer flexible contract arrangements as well as contingent work (ie temporary or day rate contracting)? The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Jan 23, 2022
Full time
Quality is at the heart of what we do. Combining passionate people with leading technology, we work together to build trust in society. We put the team first and solve important problems by challenging the organisations we audit and being open to challenge ourselves. We take pride in our work and the profession, recognising audit as a deep specialism. Hear from our UK Head of Audit about the evolution of the Audit and what opportunities PwC could have for you. It's a really exciting time to be joining us. We're growing our teams across all areas of our Audit practice and investing a huge amount in our people, their skills and the technology available, as we continue to radically modernise our business and the way we serve our clients. Learn more about The Future of Audit. A career in our Financial Services Audit practice, within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad international reach. We focus on using the latest technology to reduce the level of manual testing ensuring you'll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients' information.Our team helps financial organisations navigate regulatory complexity while strengthening trust and transparency in their business. Our clients cover industries within banking and capital markets, private equity, insurance, and consumer finance. While many of the rules of business have changed, the fundamentals haven't. You'll work alongside senior members of the client's management team in planning the audit process from beginning to end, ensuring completeness, accuracy, and fair presentation of our client's information.About the roleYour role will be to assist our teams in providing services to our B&CM clients. You will work within teams, reporting to a Manager and/or Senior Manager, to deliver reviews across a range of CASS audit engagements, the potential for some advisory engagements, as well as assisting with wider engagement activities including budgeting, resource management, strategy and market insights/business development. Responsibilities will include: Delivering CASS audits with potential opportunities on CASS advisory projects over a diverse range of our clients within set deadlines. Conducting fieldwork in accordance with PwC's CASS audit methodology and quality assurance standards, communicating findings to clients and preparing written reports. Building effective working relationships with clients and team members. Leading and coaching junior staff. Assisting with wider day-to-day engagement delivery including planning, budget management and periodic reporting to clients. Participating in team and firm activities to contribute to the broader B&CM strategy, and strengthen the CASS proposition. Proactively develop technical knowledge through self-study, training, qualifications and industry reading. Promoting CASS insights by running client Webex, conference and helping to support our social media campaigns; and Helping us transform and change our approach to CASS work including the development and use of technology. For the right individual, the role provides an outstanding opportunity to progress, develop and be rewarded for achievement as part of a successful and high profile part of the PwC business." Skills requiredYour audit skills will be matched by an ability to create new initiatives, respond to change and be flexible in your approach to meeting team goals. Experience in delivering audit reviews. A passion for delivering value and insight to clients through our audit services. Experience of risk and control identification and performing controls testing. Strong analytical and engagement management skills. The ability to work effectively in different teams for varying periods of time, building good working relationships with both colleagues and client personnel at all levels. Experience in providing coaching and feedback for junior staff and identifying development opportunities to build upon the strengths of team members. Experience of identifying and effectively reporting issues and recommendations for improvement to clients. Ability to adapt and re-prioritise quickly in dynamic circumstances and deliver under tight deadlines. Previous experience in working with a variety of large to medium sized clients within professional services. Ideally, an audit, internal audit or risk/controls background. The location Find out more about our PwC office locations . Not the role for you? Did you know PwC offer flexible contract arrangements as well as contingent work (ie temporary or day rate contracting)? The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Quality is at the heart of what we do. Combining passionate people with leading technology, we work together to build trust in society. We put the team first and solve important problems by challenging the organisations we audit and being open to challenge ourselves. We take pride in our work and the profession, recognising audit as a deep specialism. Hear from our UK Head of Audit about the evolution of the Audit and what opportunities PwC could have for you. It's a really exciting time to be joining us. We're growing our teams across all areas of our Audit practice and investing a huge amount in our people, their skills and the technology available, as we continue to radically modernise our business and the way we serve our clients. Learn more about The Future of Audit. A career in our Financial Services Audit practice, within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad international reach. We focus on using the latest technology to reduce the level of manual testing ensuring you'll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients' information.Our team helps financial organisations navigate regulatory complexity while strengthening trust and transparency in their business. Our clients cover industries within banking and capital markets, private equity, insurance, and consumer finance. While many of the rules of business have changed, the fundamentals haven't. You'll work alongside senior members of the client's management team in planning the audit process from beginning to end, ensuring completeness, accuracy, and fair presentation of our client's information.About the roleYour role will be to assist our teams in providing services to our B&CM clients. You will work within teams, reporting to a Manager and/or Senior Manager, to deliver reviews across a range of CASS audit engagements, the potential for some advisory engagements, as well as assisting with wider engagement activities including budgeting, resource management, strategy and market insights/business development. Responsibilities will include: Delivering CASS audits with potential opportunities on CASS advisory projects over a diverse range of our clients within set deadlines. Conducting fieldwork in accordance with PwC's CASS audit methodology and quality assurance standards, communicating findings to clients and preparing written reports. Building effective working relationships with clients and team members. Leading and coaching junior staff. Assisting with wider day-to-day engagement delivery including planning, budget management and periodic reporting to clients. Participating in team and firm activities to contribute to the broader B&CM strategy, and strengthen the CASS proposition. Proactively develop technical knowledge through self-study, training, qualifications and industry reading. Promoting CASS insights by running client Webex, conference and helping to support our social media campaigns; and Helping us transform and change our approach to CASS work including the development and use of technology. For the right individual, the role provides an outstanding opportunity to progress, develop and be rewarded for achievement as part of a successful and high profile part of the PwC business." Skills requiredYour audit skills will be matched by an ability to create new initiatives, respond to change and be flexible in your approach to meeting team goals. Experience in delivering audit reviews. A passion for delivering value and insight to clients through our audit services. Experience of risk and control identification and performing controls testing. Strong analytical and engagement management skills. The ability to work effectively in different teams for varying periods of time, building good working relationships with both colleagues and client personnel at all levels. Experience in providing coaching and feedback for junior staff and identifying development opportunities to build upon the strengths of team members. Experience of identifying and effectively reporting issues and recommendations for improvement to clients. Ability to adapt and re-prioritise quickly in dynamic circumstances and deliver under tight deadlines. Previous experience in working with a variety of large to medium sized clients within professional services. Ideally, an audit, internal audit or risk/controls background. The location Find out more about our PwC office locations . Not the role for you? Did you know PwC offer flexible contract arrangements as well as contingent work (ie temporary or day rate contracting)? The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Dec 03, 2021
Full time
Quality is at the heart of what we do. Combining passionate people with leading technology, we work together to build trust in society. We put the team first and solve important problems by challenging the organisations we audit and being open to challenge ourselves. We take pride in our work and the profession, recognising audit as a deep specialism. Hear from our UK Head of Audit about the evolution of the Audit and what opportunities PwC could have for you. It's a really exciting time to be joining us. We're growing our teams across all areas of our Audit practice and investing a huge amount in our people, their skills and the technology available, as we continue to radically modernise our business and the way we serve our clients. Learn more about The Future of Audit. A career in our Financial Services Audit practice, within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad international reach. We focus on using the latest technology to reduce the level of manual testing ensuring you'll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients' information.Our team helps financial organisations navigate regulatory complexity while strengthening trust and transparency in their business. Our clients cover industries within banking and capital markets, private equity, insurance, and consumer finance. While many of the rules of business have changed, the fundamentals haven't. You'll work alongside senior members of the client's management team in planning the audit process from beginning to end, ensuring completeness, accuracy, and fair presentation of our client's information.About the roleYour role will be to assist our teams in providing services to our B&CM clients. You will work within teams, reporting to a Manager and/or Senior Manager, to deliver reviews across a range of CASS audit engagements, the potential for some advisory engagements, as well as assisting with wider engagement activities including budgeting, resource management, strategy and market insights/business development. Responsibilities will include: Delivering CASS audits with potential opportunities on CASS advisory projects over a diverse range of our clients within set deadlines. Conducting fieldwork in accordance with PwC's CASS audit methodology and quality assurance standards, communicating findings to clients and preparing written reports. Building effective working relationships with clients and team members. Leading and coaching junior staff. Assisting with wider day-to-day engagement delivery including planning, budget management and periodic reporting to clients. Participating in team and firm activities to contribute to the broader B&CM strategy, and strengthen the CASS proposition. Proactively develop technical knowledge through self-study, training, qualifications and industry reading. Promoting CASS insights by running client Webex, conference and helping to support our social media campaigns; and Helping us transform and change our approach to CASS work including the development and use of technology. For the right individual, the role provides an outstanding opportunity to progress, develop and be rewarded for achievement as part of a successful and high profile part of the PwC business." Skills requiredYour audit skills will be matched by an ability to create new initiatives, respond to change and be flexible in your approach to meeting team goals. Experience in delivering audit reviews. A passion for delivering value and insight to clients through our audit services. Experience of risk and control identification and performing controls testing. Strong analytical and engagement management skills. The ability to work effectively in different teams for varying periods of time, building good working relationships with both colleagues and client personnel at all levels. Experience in providing coaching and feedback for junior staff and identifying development opportunities to build upon the strengths of team members. Experience of identifying and effectively reporting issues and recommendations for improvement to clients. Ability to adapt and re-prioritise quickly in dynamic circumstances and deliver under tight deadlines. Previous experience in working with a variety of large to medium sized clients within professional services. Ideally, an audit, internal audit or risk/controls background. The location Find out more about our PwC office locations . Not the role for you? Did you know PwC offer flexible contract arrangements as well as contingent work (ie temporary or day rate contracting)? The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
PwC's Central Technology team ('Tech Connect') is responsible for identifying and deploying innovative AI use cases for PwC and its clients. We use machine learning and natural language processing to build data-driven solutions which solve important problems across our organisation. We work across industries, including healthcare, financial services and professional services to develop their Machine Learning capabilities. We're currently looking for experienced Software Engineers who can lead and coach others to join us across our Manchester, Leeds, Birmingham, and London offices. What we do Software Engineers in our team work on a range of products, for example: A risk and regulation application that helps subject matter experts (e.g. Risk, Auditing) to efficiently profile and analyse large amounts of data on an engagement An NLP platform that accelerates and expands our ability to search large document sets for business insights A real-time health and wellbeing platform to help employees understand and manage their body and mind The Role Software Engineers are responsible for building out the team's products and assets. Designing, implementing, and reviewing high quality, maintainable code Supporting the design and architecture of new software solutions Leading and steering the development of new features or projects Coaching and managing junior engineers on workstreams Training and coaching other members of the team about the tools and practices we use Working with experienced Engineers, Data Scientists and Product Managers to understand and execute requirements Core Skills We make extensive use of the following technologies in our team. Go and Python for backend development HTML, CSS, and Typescript for building our user facing front ends SQL for application data storage Docker for packaging up our code for deployment Git for version control Azure / GCP for our cloud backend Nice-to-haves Exposure to other programming languages (such as Java) Experience with UI frameworks (such as React) Experience working with NoSQL databases (such as Cassandra) Experience working with Elasticsearch Experience working with data pipelining technology (using technologies such as Beam or Kafka) Not the role for you? Did you know PwC offer flexible contract arrangements as well as contingent work (ie temporary or day rate contracting)? The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Dec 01, 2021
Full time
PwC's Central Technology team ('Tech Connect') is responsible for identifying and deploying innovative AI use cases for PwC and its clients. We use machine learning and natural language processing to build data-driven solutions which solve important problems across our organisation. We work across industries, including healthcare, financial services and professional services to develop their Machine Learning capabilities. We're currently looking for experienced Software Engineers who can lead and coach others to join us across our Manchester, Leeds, Birmingham, and London offices. What we do Software Engineers in our team work on a range of products, for example: A risk and regulation application that helps subject matter experts (e.g. Risk, Auditing) to efficiently profile and analyse large amounts of data on an engagement An NLP platform that accelerates and expands our ability to search large document sets for business insights A real-time health and wellbeing platform to help employees understand and manage their body and mind The Role Software Engineers are responsible for building out the team's products and assets. Designing, implementing, and reviewing high quality, maintainable code Supporting the design and architecture of new software solutions Leading and steering the development of new features or projects Coaching and managing junior engineers on workstreams Training and coaching other members of the team about the tools and practices we use Working with experienced Engineers, Data Scientists and Product Managers to understand and execute requirements Core Skills We make extensive use of the following technologies in our team. Go and Python for backend development HTML, CSS, and Typescript for building our user facing front ends SQL for application data storage Docker for packaging up our code for deployment Git for version control Azure / GCP for our cloud backend Nice-to-haves Exposure to other programming languages (such as Java) Experience with UI frameworks (such as React) Experience working with NoSQL databases (such as Cassandra) Experience working with Elasticsearch Experience working with data pipelining technology (using technologies such as Beam or Kafka) Not the role for you? Did you know PwC offer flexible contract arrangements as well as contingent work (ie temporary or day rate contracting)? The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
This hire will look after Fund Oversight, Financial Reporting and Audit, Trustee and ad hoc operational project delivery. Key Points Management and oversight of daily NAV production for ten subfunds Overseeing investor flows and swing pricing NAV reconciliation and position reconciliation with the external Administrator Management of Fair Value pricing decisions Oversight of CASS working with the Administrator Participate in weekly operations and monthly Administrator service review meetings MI reporting and oversight in relation to Fund Accounting and Transfer Agency. Supervise the completion of the annual/semi-annual LIF accounts, liaising with the Administrator, Auditors and Depository Working with the FCA to file annual accounts and managing onsite visits Oversight and management of trustee and depositary. Approval and payment of annual management fees Managing investor queries through the Third Party Distribution and Institutional Sales teams Place subscription/redemption trades with the Irish and UK Administrators on behalf Responsible for the Product Maintenance for this Fund range in the internal Working with product team to enhance and review fund documentation with the Legal team including Prospectus and KIIDs etc Review monthly Factsheets before publication on Lazard website Member of the Valuation Committee, and Lazard Outsourced Services Committee, CASS Committee, Swing Pricing Committee Provide reports for the quarterly LFM Board meetings including regulatory changes, project updates and all relevant matters pertaining to this fund range Prepare reports for various internal committees Support the Head of Operations in Ireland on day to day matters and ad hoc projects Key Requirements Strong experience working in an Asset Management Operations/Oversight or at an external Fund Administrator Sound knowledge of the UK Fund industry and market. Experience managing third-party fund administrators Experience working in an outsourced environment Fund Accounting, Transfer Agency & Financial Reporting experience Good attention to detail and problem-solving capabilities
Nov 30, 2021
Full time
This hire will look after Fund Oversight, Financial Reporting and Audit, Trustee and ad hoc operational project delivery. Key Points Management and oversight of daily NAV production for ten subfunds Overseeing investor flows and swing pricing NAV reconciliation and position reconciliation with the external Administrator Management of Fair Value pricing decisions Oversight of CASS working with the Administrator Participate in weekly operations and monthly Administrator service review meetings MI reporting and oversight in relation to Fund Accounting and Transfer Agency. Supervise the completion of the annual/semi-annual LIF accounts, liaising with the Administrator, Auditors and Depository Working with the FCA to file annual accounts and managing onsite visits Oversight and management of trustee and depositary. Approval and payment of annual management fees Managing investor queries through the Third Party Distribution and Institutional Sales teams Place subscription/redemption trades with the Irish and UK Administrators on behalf Responsible for the Product Maintenance for this Fund range in the internal Working with product team to enhance and review fund documentation with the Legal team including Prospectus and KIIDs etc Review monthly Factsheets before publication on Lazard website Member of the Valuation Committee, and Lazard Outsourced Services Committee, CASS Committee, Swing Pricing Committee Provide reports for the quarterly LFM Board meetings including regulatory changes, project updates and all relevant matters pertaining to this fund range Prepare reports for various internal committees Support the Head of Operations in Ireland on day to day matters and ad hoc projects Key Requirements Strong experience working in an Asset Management Operations/Oversight or at an external Fund Administrator Sound knowledge of the UK Fund industry and market. Experience managing third-party fund administrators Experience working in an outsourced environment Fund Accounting, Transfer Agency & Financial Reporting experience Good attention to detail and problem-solving capabilities