Global Workplace Solutions (GWS) is a division of CBRE which supports occupier clients of all sizes, through facilities management, project management, advisory and transaction services, realising potential in every dimension. Our vision is to create the real estate solutions of tomorrow, so businesses and people thrive. Our client, BT, is one of the world's leading communications services companies for the provision of fixed-line services, broadband, mobile and TV products and services as well as networked IT services. On the BT account, our CBRE workplace team provides facilities management and project services across a large and diverse property portfolio across the UK. The estate includes offices, contact centres, telephone exchanges and retail outlets. Our strategic goals for the BT account are to have high performing and engaged colleagues working in a world class safety culture, whilst delivering exceptional customer experiences, service excellence and value for money. We encourage new ways of working, driving innovation, whilst always living to our RISE values. Respect Integrity Service Excellence The role: Area Operations Manager (AOM) The purpose of our Area Operations Manager is to own and manage a cluster of buildings, providing a clean, safe and effective working environment for our customers, visitors and colleagues - enabling them to be brilliant. You have overall management responsibility for your cluster in line with all quality, health and safety, environmental and company procedures related to general legislation and customer/tenant requirements. This includes adherence to all budgetary costs and customer service standards. Key responsibilities are as follows: Act as a single point of contact for your allocated buildings, managing relationships with customers, suppliers, and your team to deliver the target working environment Responsible for health and safety compliance onsite, including that of third-party service providers and completion of all maintenance records. This includes ensuring that BT are regularly updated Preparation, control, and monitoring of the service agreement in accordance with the BT contract and associated budgets Compile and maintain all required management information/records. This includes asset register, emergency plans and all related records and management reports that form part of the CBRE logbook system Further develop and maintain excellent customer/tenant relationships, ensuring that they receive the highest standards of service in relation to their operational needs, attending meetings as applicable Liaise with local authorities as appropriate Proactively manage risk and deal with insurance issues relating to your cluster Manage major work programmes on site, acting as the liaison point for all parties involved Produce management reports in accordance with the needs of the business Play a lead role in the management and control of incidents (e.g. business continuity or environmental impact), owning timely and appropriate communication/escalation across customer and P&FS business Develop an exceptional partnership working collaboratively with all supply partners and P&FS colleagues to deliver and improve appropriate workplace environments Liaise with projects once any works are complete to ensure smooth transition into business-as-usual activity Identify, track and influence key PMS/KPI and financial performance metrics to deliver required performance in your cluster Actively support the success of your Area, Region and BU Monitor and identify areas for improvement as a matter of course Identify and act on safety trends and reports to create interventions to protect the business, our people and drive continuous safety improvement Measure and track quality at all levels in your cluster and act where quality standards drop below expectation Ensure mandatory processes are in place, and are compliant including but not limited to; line management auditing, QHSE objective setting and tracking, Dynamic RA, H&S scenario training and RIDDOR investigations Lead a direct team including full line management of all colleagues within your cluster, encouraging a customer focused culture Ensure your team has the skills and motivation to carry out their roles to the best of their abilities Be visible and accessible to the team and customer Ensure direct reports are appraised annually and development plans put in place and followed through Ensure direct reports have clarity over objectives and continual achievement against these Train, develop, induct and mentor direct reports, building a culture of continual development Build a robust succession plan for the cluster, using development programmes and activities to ensure ready and able candidates are available at all times Represent CBRE in a professional and credible manner to customers and the public Deliver in the following areas (as a minimum) ensuring performance standards are met: QHSE o Health & Safety, Environment, Risk Mgmt & Quality Operations o MFM App, WO Mgmt (PPM, Reactive, Corrective), Asset Data Mgmt, PMS, Supplier Mgmt, Projects, Audits & Contract Administration Finance o P&L, Balance Sheet, Forecast / Budget, WIP, Purchasing, WebQuote, Account Receivables, Account Payables People Management o Recruitment, Development, Engagement, Performance Management, People Management Procurement and Services o Service delivery and performance management, technology compliance, margin improvement, BU procurement and service plan, reporting, governance and assurance Fair treatment of suppliers at all times, professional supplier management and arbitration of disputes Work closely with the procurement team to ensure maximum use of preferred suppliers Be available and on call outside normal working hours, to manage incidents and escalations across the estate Person Specification: Previous facilities management experience, this includes line management responsibility and contractor management Excellent customer service, interpersonal and communication skills High degree and knowledge reference of Health and Safety legislation, environmental protection requirements and ideally IOSH or NEBOSH qualified The ability to understand complex problems and make recommendations whilst remaining calm under pressure Able to demonstrate an empowering and inspiring leadership style Strong commercial acumen is essential, and experience of managing a P&L is preferable Analytical skills, competent in performance management - analysis and reporting techniques BIFM qualification desirable
May 05, 2024
Full time
Global Workplace Solutions (GWS) is a division of CBRE which supports occupier clients of all sizes, through facilities management, project management, advisory and transaction services, realising potential in every dimension. Our vision is to create the real estate solutions of tomorrow, so businesses and people thrive. Our client, BT, is one of the world's leading communications services companies for the provision of fixed-line services, broadband, mobile and TV products and services as well as networked IT services. On the BT account, our CBRE workplace team provides facilities management and project services across a large and diverse property portfolio across the UK. The estate includes offices, contact centres, telephone exchanges and retail outlets. Our strategic goals for the BT account are to have high performing and engaged colleagues working in a world class safety culture, whilst delivering exceptional customer experiences, service excellence and value for money. We encourage new ways of working, driving innovation, whilst always living to our RISE values. Respect Integrity Service Excellence The role: Area Operations Manager (AOM) The purpose of our Area Operations Manager is to own and manage a cluster of buildings, providing a clean, safe and effective working environment for our customers, visitors and colleagues - enabling them to be brilliant. You have overall management responsibility for your cluster in line with all quality, health and safety, environmental and company procedures related to general legislation and customer/tenant requirements. This includes adherence to all budgetary costs and customer service standards. Key responsibilities are as follows: Act as a single point of contact for your allocated buildings, managing relationships with customers, suppliers, and your team to deliver the target working environment Responsible for health and safety compliance onsite, including that of third-party service providers and completion of all maintenance records. This includes ensuring that BT are regularly updated Preparation, control, and monitoring of the service agreement in accordance with the BT contract and associated budgets Compile and maintain all required management information/records. This includes asset register, emergency plans and all related records and management reports that form part of the CBRE logbook system Further develop and maintain excellent customer/tenant relationships, ensuring that they receive the highest standards of service in relation to their operational needs, attending meetings as applicable Liaise with local authorities as appropriate Proactively manage risk and deal with insurance issues relating to your cluster Manage major work programmes on site, acting as the liaison point for all parties involved Produce management reports in accordance with the needs of the business Play a lead role in the management and control of incidents (e.g. business continuity or environmental impact), owning timely and appropriate communication/escalation across customer and P&FS business Develop an exceptional partnership working collaboratively with all supply partners and P&FS colleagues to deliver and improve appropriate workplace environments Liaise with projects once any works are complete to ensure smooth transition into business-as-usual activity Identify, track and influence key PMS/KPI and financial performance metrics to deliver required performance in your cluster Actively support the success of your Area, Region and BU Monitor and identify areas for improvement as a matter of course Identify and act on safety trends and reports to create interventions to protect the business, our people and drive continuous safety improvement Measure and track quality at all levels in your cluster and act where quality standards drop below expectation Ensure mandatory processes are in place, and are compliant including but not limited to; line management auditing, QHSE objective setting and tracking, Dynamic RA, H&S scenario training and RIDDOR investigations Lead a direct team including full line management of all colleagues within your cluster, encouraging a customer focused culture Ensure your team has the skills and motivation to carry out their roles to the best of their abilities Be visible and accessible to the team and customer Ensure direct reports are appraised annually and development plans put in place and followed through Ensure direct reports have clarity over objectives and continual achievement against these Train, develop, induct and mentor direct reports, building a culture of continual development Build a robust succession plan for the cluster, using development programmes and activities to ensure ready and able candidates are available at all times Represent CBRE in a professional and credible manner to customers and the public Deliver in the following areas (as a minimum) ensuring performance standards are met: QHSE o Health & Safety, Environment, Risk Mgmt & Quality Operations o MFM App, WO Mgmt (PPM, Reactive, Corrective), Asset Data Mgmt, PMS, Supplier Mgmt, Projects, Audits & Contract Administration Finance o P&L, Balance Sheet, Forecast / Budget, WIP, Purchasing, WebQuote, Account Receivables, Account Payables People Management o Recruitment, Development, Engagement, Performance Management, People Management Procurement and Services o Service delivery and performance management, technology compliance, margin improvement, BU procurement and service plan, reporting, governance and assurance Fair treatment of suppliers at all times, professional supplier management and arbitration of disputes Work closely with the procurement team to ensure maximum use of preferred suppliers Be available and on call outside normal working hours, to manage incidents and escalations across the estate Person Specification: Previous facilities management experience, this includes line management responsibility and contractor management Excellent customer service, interpersonal and communication skills High degree and knowledge reference of Health and Safety legislation, environmental protection requirements and ideally IOSH or NEBOSH qualified The ability to understand complex problems and make recommendations whilst remaining calm under pressure Able to demonstrate an empowering and inspiring leadership style Strong commercial acumen is essential, and experience of managing a P&L is preferable Analytical skills, competent in performance management - analysis and reporting techniques BIFM qualification desirable
Global Workplace Solutions (GWS) is a division of CBRE which supports occupier clients of all sizes, through facilities management, project management, advisory and transaction services, realising potential in every dimension. Our vision is to create the real estate solutions of tomorrow, so businesses and people thrive. Our client, BT, is one of the world's leading communications services companies for the provision of fixed-line services, broadband, mobile and TV products and services as well as networked IT services. On the BT account, our CBRE workplace team provides facilities management and project services across a large and diverse property portfolio across the UK. The estate includes offices, contact centres, telephone exchanges and retail outlets. Our strategic goals for the BT account are to have high performing and engaged colleagues working in a world class safety culture, whilst delivering exceptional customer experiences, service excellence and value for money. We encourage new ways of working, driving innovation, whilst always living to our RISE values. Respect Integrity Service Excellence The role: Area Operations Manager (AOM) The purpose of our Area Operations Manager is to own and manage a cluster of buildings, providing a clean, safe and effective working environment for our customers, visitors and colleagues - enabling them to be brilliant. You have overall management responsibility for your cluster in line with all quality, health and safety, environmental and company procedures related to general legislation and customer/tenant requirements. This includes adherence to all budgetary costs and customer service standards. Key responsibilities are as follows: Act as a single point of contact for your allocated buildings, managing relationships with customers, suppliers, and your team to deliver the target working environment Responsible for health and safety compliance onsite, including that of third-party service providers and completion of all maintenance records. This includes ensuring that BT are regularly updated Preparation, control, and monitoring of the service agreement in accordance with the BT contract and associated budgets Compile and maintain all required management information/records. This includes asset register, emergency plans and all related records and management reports that form part of the CBRE logbook system Further develop and maintain excellent customer/tenant relationships, ensuring that they receive the highest standards of service in relation to their operational needs, attending meetings as applicable Liaise with local authorities as appropriate Proactively manage risk and deal with insurance issues relating to your cluster Manage major work programmes on site, acting as the liaison point for all parties involved Produce management reports in accordance with the needs of the business Play a lead role in the management and control of incidents (e.g. business continuity or environmental impact), owning timely and appropriate communication/escalation across customer and P&FS business Develop an exceptional partnership working collaboratively with all supply partners and P&FS colleagues to deliver and improve appropriate workplace environments Liaise with projects once any works are complete to ensure smooth transition into business-as-usual activity Identify, track and influence key PMS/KPI and financial performance metrics to deliver required performance in your cluster Actively support the success of your Area, Region and BU Monitor and identify areas for improvement as a matter of course Identify and act on safety trends and reports to create interventions to protect the business, our people and drive continuous safety improvement Measure and track quality at all levels in your cluster and act where quality standards drop below expectation Ensure mandatory processes are in place, and are compliant including but not limited to; line management auditing, QHSE objective setting and tracking, Dynamic RA, H&S scenario training and RIDDOR investigations Lead a direct team including full line management of all colleagues within your cluster, encouraging a customer focused culture Ensure your team has the skills and motivation to carry out their roles to the best of their abilities Be visible and accessible to the team and customer Ensure direct reports are appraised annually and development plans put in place and followed through Ensure direct reports have clarity over objectives and continual achievement against these Train, develop, induct and mentor direct reports, building a culture of continual development Build a robust succession plan for the cluster, using development programmes and activities to ensure ready and able candidates are available at all times Represent CBRE in a professional and credible manner to customers and the public Deliver in the following areas (as a minimum) ensuring performance standards are met: QHSE o Health & Safety, Environment, Risk Mgmt & Quality Operations o MFM App, WO Mgmt (PPM, Reactive, Corrective), Asset Data Mgmt, PMS, Supplier Mgmt, Projects, Audits & Contract Administration Finance o P&L, Balance Sheet, Forecast / Budget, WIP, Purchasing, WebQuote, Account Receivables, Account Payables People Management o Recruitment, Development, Engagement, Performance Management, People Management Procurement and Services o Service delivery and performance management, technology compliance, margin improvement, BU procurement and service plan, reporting, governance and assurance Fair treatment of suppliers at all times, professional supplier management and arbitration of disputes Work closely with the procurement team to ensure maximum use of preferred suppliers Be available and on call outside normal working hours, to manage incidents and escalations across the estate Person Specification: Previous facilities management experience, this includes line management responsibility and contractor management Excellent customer service, interpersonal and communication skills High degree and knowledge reference of Health and Safety legislation, environmental protection requirements and ideally IOSH or NEBOSH qualified The ability to understand complex problems and make recommendations whilst remaining calm under pressure Able to demonstrate an empowering and inspiring leadership style Strong commercial acumen is essential, and experience of managing a P&L is preferable Analytical skills, competent in performance management - analysis and reporting techniques BIFM qualification desirable
May 04, 2024
Full time
Global Workplace Solutions (GWS) is a division of CBRE which supports occupier clients of all sizes, through facilities management, project management, advisory and transaction services, realising potential in every dimension. Our vision is to create the real estate solutions of tomorrow, so businesses and people thrive. Our client, BT, is one of the world's leading communications services companies for the provision of fixed-line services, broadband, mobile and TV products and services as well as networked IT services. On the BT account, our CBRE workplace team provides facilities management and project services across a large and diverse property portfolio across the UK. The estate includes offices, contact centres, telephone exchanges and retail outlets. Our strategic goals for the BT account are to have high performing and engaged colleagues working in a world class safety culture, whilst delivering exceptional customer experiences, service excellence and value for money. We encourage new ways of working, driving innovation, whilst always living to our RISE values. Respect Integrity Service Excellence The role: Area Operations Manager (AOM) The purpose of our Area Operations Manager is to own and manage a cluster of buildings, providing a clean, safe and effective working environment for our customers, visitors and colleagues - enabling them to be brilliant. You have overall management responsibility for your cluster in line with all quality, health and safety, environmental and company procedures related to general legislation and customer/tenant requirements. This includes adherence to all budgetary costs and customer service standards. Key responsibilities are as follows: Act as a single point of contact for your allocated buildings, managing relationships with customers, suppliers, and your team to deliver the target working environment Responsible for health and safety compliance onsite, including that of third-party service providers and completion of all maintenance records. This includes ensuring that BT are regularly updated Preparation, control, and monitoring of the service agreement in accordance with the BT contract and associated budgets Compile and maintain all required management information/records. This includes asset register, emergency plans and all related records and management reports that form part of the CBRE logbook system Further develop and maintain excellent customer/tenant relationships, ensuring that they receive the highest standards of service in relation to their operational needs, attending meetings as applicable Liaise with local authorities as appropriate Proactively manage risk and deal with insurance issues relating to your cluster Manage major work programmes on site, acting as the liaison point for all parties involved Produce management reports in accordance with the needs of the business Play a lead role in the management and control of incidents (e.g. business continuity or environmental impact), owning timely and appropriate communication/escalation across customer and P&FS business Develop an exceptional partnership working collaboratively with all supply partners and P&FS colleagues to deliver and improve appropriate workplace environments Liaise with projects once any works are complete to ensure smooth transition into business-as-usual activity Identify, track and influence key PMS/KPI and financial performance metrics to deliver required performance in your cluster Actively support the success of your Area, Region and BU Monitor and identify areas for improvement as a matter of course Identify and act on safety trends and reports to create interventions to protect the business, our people and drive continuous safety improvement Measure and track quality at all levels in your cluster and act where quality standards drop below expectation Ensure mandatory processes are in place, and are compliant including but not limited to; line management auditing, QHSE objective setting and tracking, Dynamic RA, H&S scenario training and RIDDOR investigations Lead a direct team including full line management of all colleagues within your cluster, encouraging a customer focused culture Ensure your team has the skills and motivation to carry out their roles to the best of their abilities Be visible and accessible to the team and customer Ensure direct reports are appraised annually and development plans put in place and followed through Ensure direct reports have clarity over objectives and continual achievement against these Train, develop, induct and mentor direct reports, building a culture of continual development Build a robust succession plan for the cluster, using development programmes and activities to ensure ready and able candidates are available at all times Represent CBRE in a professional and credible manner to customers and the public Deliver in the following areas (as a minimum) ensuring performance standards are met: QHSE o Health & Safety, Environment, Risk Mgmt & Quality Operations o MFM App, WO Mgmt (PPM, Reactive, Corrective), Asset Data Mgmt, PMS, Supplier Mgmt, Projects, Audits & Contract Administration Finance o P&L, Balance Sheet, Forecast / Budget, WIP, Purchasing, WebQuote, Account Receivables, Account Payables People Management o Recruitment, Development, Engagement, Performance Management, People Management Procurement and Services o Service delivery and performance management, technology compliance, margin improvement, BU procurement and service plan, reporting, governance and assurance Fair treatment of suppliers at all times, professional supplier management and arbitration of disputes Work closely with the procurement team to ensure maximum use of preferred suppliers Be available and on call outside normal working hours, to manage incidents and escalations across the estate Person Specification: Previous facilities management experience, this includes line management responsibility and contractor management Excellent customer service, interpersonal and communication skills High degree and knowledge reference of Health and Safety legislation, environmental protection requirements and ideally IOSH or NEBOSH qualified The ability to understand complex problems and make recommendations whilst remaining calm under pressure Able to demonstrate an empowering and inspiring leadership style Strong commercial acumen is essential, and experience of managing a P&L is preferable Analytical skills, competent in performance management - analysis and reporting techniques BIFM qualification desirable
What the Hiring Manager Says At Quilter Cheviot Financial Planning, we are continuing to grow and develop our financial planning capability. As we continue to welcome new Financial Planners, we have a real opportunity to shape the future of our region and the wider QCFP business. Growing our business in the South West is a key strategic objective to enhance our holistic financial planning offering to existing, new and integrated clients within the Wealth Division. In supporting this growth plan, we also have the opportunity to create new initiatives and ways of working. To support this, we are seeking a dynamic leader to support Financial Planners with our organic growth strategy. From recruitment and onboarding, to training, coaching and development, we are looking for a people leader with a genuine commitment to motivating and developing Financial Planners to drive high levels of performance and to identify new initiatives to deliver a market leading service to our clients, whilst ensuring that the most suitable client outcome is at the forefront. Richard Fraser, Regional Financial Planning Director - North East, Midlands & South West About the Role Level: 4 Department: Quilter Cheviot Financial Planning (QCFP) Location: Exeter (Covering the South West) Contract type: Permanent Due to expansion and growth, Quilter Cheviot Financial Planning is recruiting a Financial Planning Manager to work with our dynamic and forward-thinking financial planning team. Our Financial Planning Manager is responsible for managing a team of Financial Planners regionally, all of whom are responsible for the ongoing servicing/retention as well as identification of new business. The focus of this role is leadership, management and development of Financial Planners as well as supporting business growth and the delivery of advice direct to our clients. The ideal candidate for this role will have demonstrable experience in Financial Planning and experience in a managerial role within a wealth/asset management background. You must have a sound understanding of the end-to-end advisory process in the private client markets. The role will include the following duties: Sales Management Management of a team of Financial Planners Manage the required production to ensure profitability of QCFP in line with business plan and corporate objectives Oversee the relationship between your team of Financial Planners and their QC Investment Manager counterparts Plan joint initiatives between your Financial Planners and QC IM's to enhance joint business development opportunities in the professional connections arena Support, lead and manage local initiatives and events Monitor business production and embedded client contact and sales strategy Oversight of employment contractual arrangements & performance appraisals Continued development of team to ensure they are meeting high standards of advice Observation of client meetings and providing coaching and feedback to enable enhanced performance for the Financial Planner and continuous improvement to the client experience Establishing, delivering and analysing Management Information relating to QCFP including production and servicing data Ensure any MI required is collated and reported where required Support recruitment and ongoing professional development of high-quality Financial Planners to maintain and grow the business in line with business plan. This will include Interviewing and overseeing, assessment of candidates and decision on most suitable individuals to perform relevant roles Ensure all updates and key communications from QCFP are disseminated to all Financial Planners People & Leadership Embody leadership characteristics and Quilter's values to inspire and motivate both immediate team and people in the wider organisation Manage aligned Financial Planner team in the Region to deliver the core QCFP proposition Contribute to cross-group co-operation and participation in value-adding initiatives with other parts of the wider Quilter Group Work with the Senior Leadership team to help develop colleagues as well as identifying and nurturing talent Work collaboratively with the other members of the Regional leadership team Contribute to the development of a diverse workforce Relationship Management Build and maintain mutually beneficial, trust based internal and external relationships with key stakeholders Act as a role model to encourage open and constructive relationships whilst mentoring others to build effective internal and external relationships Resolve disagreements and operational problems that impact on the effectiveness of the team using appropriate methods to ensure fair outcomes for all parties Continuous Improvement Contribute to a culture of service excellence and continuous improvement in processes and business results Encourage an environment where new ideas, creative solutions and innovation are valued Ensure that all professional contact is conducted in accordance with The Consumer Duty Ensure that all advisers are trained and qualified and are aware of their role, responsibilities and obligations within the FCA rules and regulations Technical Competencies Knowledge of sales management, client advice, systems & processes that support QCFP financial planners to meet the required production levels Full understanding of compliance & training & competency requirements to ensure QCFP is always within the required compliance guidelines & parameters Market and industry awareness Behavioural Competencies Building capability and developing people Proven ability to lead and motivate people Developed problem solving ability Driving action About You Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs. You'll have proven experience in the financial services industry within the advice space with a background in investments, linked products, collective investment schemes, life insurance and/or employee benefits. You will need to have knowledge of sales management, client advice, as well as processes that support financial planners to meet the required performance levels. Technical competence in advice is essential. to ensure we stay within the required compliance guidelines and parameters. You'll need knowledge and understanding of the competitor market and economic climate, with experience of investments, financial planning and investment consulting. You'll also have the following financial planning skills: Client relationship and service excellence Business development & origination skills Highly developed compliance and risk skills within an advice context Change skills - maturity and experience in navigating rapidly changing environments Self-learning and ability to distil industry developments Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures. In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. Core Benefits Holiday: 26 days Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions Private Medical Insurance: Single cover as standard, cover can be increased at your own cost Life Assurance: 4x your salary, cover can be increased at your own cost Income Protection: 75% of salary payable after 26 weeks of absence In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
May 04, 2024
Full time
What the Hiring Manager Says At Quilter Cheviot Financial Planning, we are continuing to grow and develop our financial planning capability. As we continue to welcome new Financial Planners, we have a real opportunity to shape the future of our region and the wider QCFP business. Growing our business in the South West is a key strategic objective to enhance our holistic financial planning offering to existing, new and integrated clients within the Wealth Division. In supporting this growth plan, we also have the opportunity to create new initiatives and ways of working. To support this, we are seeking a dynamic leader to support Financial Planners with our organic growth strategy. From recruitment and onboarding, to training, coaching and development, we are looking for a people leader with a genuine commitment to motivating and developing Financial Planners to drive high levels of performance and to identify new initiatives to deliver a market leading service to our clients, whilst ensuring that the most suitable client outcome is at the forefront. Richard Fraser, Regional Financial Planning Director - North East, Midlands & South West About the Role Level: 4 Department: Quilter Cheviot Financial Planning (QCFP) Location: Exeter (Covering the South West) Contract type: Permanent Due to expansion and growth, Quilter Cheviot Financial Planning is recruiting a Financial Planning Manager to work with our dynamic and forward-thinking financial planning team. Our Financial Planning Manager is responsible for managing a team of Financial Planners regionally, all of whom are responsible for the ongoing servicing/retention as well as identification of new business. The focus of this role is leadership, management and development of Financial Planners as well as supporting business growth and the delivery of advice direct to our clients. The ideal candidate for this role will have demonstrable experience in Financial Planning and experience in a managerial role within a wealth/asset management background. You must have a sound understanding of the end-to-end advisory process in the private client markets. The role will include the following duties: Sales Management Management of a team of Financial Planners Manage the required production to ensure profitability of QCFP in line with business plan and corporate objectives Oversee the relationship between your team of Financial Planners and their QC Investment Manager counterparts Plan joint initiatives between your Financial Planners and QC IM's to enhance joint business development opportunities in the professional connections arena Support, lead and manage local initiatives and events Monitor business production and embedded client contact and sales strategy Oversight of employment contractual arrangements & performance appraisals Continued development of team to ensure they are meeting high standards of advice Observation of client meetings and providing coaching and feedback to enable enhanced performance for the Financial Planner and continuous improvement to the client experience Establishing, delivering and analysing Management Information relating to QCFP including production and servicing data Ensure any MI required is collated and reported where required Support recruitment and ongoing professional development of high-quality Financial Planners to maintain and grow the business in line with business plan. This will include Interviewing and overseeing, assessment of candidates and decision on most suitable individuals to perform relevant roles Ensure all updates and key communications from QCFP are disseminated to all Financial Planners People & Leadership Embody leadership characteristics and Quilter's values to inspire and motivate both immediate team and people in the wider organisation Manage aligned Financial Planner team in the Region to deliver the core QCFP proposition Contribute to cross-group co-operation and participation in value-adding initiatives with other parts of the wider Quilter Group Work with the Senior Leadership team to help develop colleagues as well as identifying and nurturing talent Work collaboratively with the other members of the Regional leadership team Contribute to the development of a diverse workforce Relationship Management Build and maintain mutually beneficial, trust based internal and external relationships with key stakeholders Act as a role model to encourage open and constructive relationships whilst mentoring others to build effective internal and external relationships Resolve disagreements and operational problems that impact on the effectiveness of the team using appropriate methods to ensure fair outcomes for all parties Continuous Improvement Contribute to a culture of service excellence and continuous improvement in processes and business results Encourage an environment where new ideas, creative solutions and innovation are valued Ensure that all professional contact is conducted in accordance with The Consumer Duty Ensure that all advisers are trained and qualified and are aware of their role, responsibilities and obligations within the FCA rules and regulations Technical Competencies Knowledge of sales management, client advice, systems & processes that support QCFP financial planners to meet the required production levels Full understanding of compliance & training & competency requirements to ensure QCFP is always within the required compliance guidelines & parameters Market and industry awareness Behavioural Competencies Building capability and developing people Proven ability to lead and motivate people Developed problem solving ability Driving action About You Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs. You'll have proven experience in the financial services industry within the advice space with a background in investments, linked products, collective investment schemes, life insurance and/or employee benefits. You will need to have knowledge of sales management, client advice, as well as processes that support financial planners to meet the required performance levels. Technical competence in advice is essential. to ensure we stay within the required compliance guidelines and parameters. You'll need knowledge and understanding of the competitor market and economic climate, with experience of investments, financial planning and investment consulting. You'll also have the following financial planning skills: Client relationship and service excellence Business development & origination skills Highly developed compliance and risk skills within an advice context Change skills - maturity and experience in navigating rapidly changing environments Self-learning and ability to distil industry developments Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures. In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. Core Benefits Holiday: 26 days Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions Private Medical Insurance: Single cover as standard, cover can be increased at your own cost Life Assurance: 4x your salary, cover can be increased at your own cost Income Protection: 75% of salary payable after 26 weeks of absence In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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 that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed This is an exciting opportunity to join a fast-growing business with the potential for career progression. Our offices have a fantastic culture and this particular service line can offer a flexible schedule and work-life balance. We have adopted a hybrid working policy with the ability to work from the office, at the clients or home based on the needs of the project. The role offers a great opportunity to develop your existing internal controls and risk management knowledge within a national, supportive and close-knit team. High quality training and development will be provided to the successful candidate. We work on a large variety of clients, across sectors, listed and global companies. We work with clients to design and build their internal controls and also provide assurance of their existing control framework. As a Manager you will be project manager and lead client relationships as well as assisting delivering complex projects. You will work closely with and support more senior members of the team in the strategic development of the stream including assisting with strategy, driving marketing and business development. Services you can expect to fall within your portfolio are delivery of US SoX testing, design and implementation of controls as well as ad- hoc advisory services. You will determine resource requirements to service your assignments, monitor progress against budget and time-frames, review work of more junior members of staff and resolve issues prior to Senior Manager, Director and Partner review. In addition to client facing work, you will also work to provide support to departmental issues including coaching and feedback to more junior members of staff, ensuring compliance with the stream's policies and procedures and the firm's risk management procedures. Key skills: Confident communicator, strong organisation, team player and able to research and resolve technical challenges. You'll be someone with: Qualified ACA, ACCA, MIIA or CCAB or equivalent Good working knowledge of SOX or UK internal controls frameworks Awareness of compliance, legislative and market issues relevant to client businesses. Ability to prioritise and plan effectively, adopting a logical and methodical approach in order to meet tight deadlines and balance client needs. Working knowledge of Microsoft packages including Word, Excel and Powerpoint. Desirable Previous delivering SOX controls projects or UK internal controls frameworks Previous experience in a manager role within practice. Experience of risk management, internal audit and systems/controls testing You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your 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 for the companies we work with and satisfying experiences for our colleagues, 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 04, 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 that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed This is an exciting opportunity to join a fast-growing business with the potential for career progression. Our offices have a fantastic culture and this particular service line can offer a flexible schedule and work-life balance. We have adopted a hybrid working policy with the ability to work from the office, at the clients or home based on the needs of the project. The role offers a great opportunity to develop your existing internal controls and risk management knowledge within a national, supportive and close-knit team. High quality training and development will be provided to the successful candidate. We work on a large variety of clients, across sectors, listed and global companies. We work with clients to design and build their internal controls and also provide assurance of their existing control framework. As a Manager you will be project manager and lead client relationships as well as assisting delivering complex projects. You will work closely with and support more senior members of the team in the strategic development of the stream including assisting with strategy, driving marketing and business development. Services you can expect to fall within your portfolio are delivery of US SoX testing, design and implementation of controls as well as ad- hoc advisory services. You will determine resource requirements to service your assignments, monitor progress against budget and time-frames, review work of more junior members of staff and resolve issues prior to Senior Manager, Director and Partner review. In addition to client facing work, you will also work to provide support to departmental issues including coaching and feedback to more junior members of staff, ensuring compliance with the stream's policies and procedures and the firm's risk management procedures. Key skills: Confident communicator, strong organisation, team player and able to research and resolve technical challenges. You'll be someone with: Qualified ACA, ACCA, MIIA or CCAB or equivalent Good working knowledge of SOX or UK internal controls frameworks Awareness of compliance, legislative and market issues relevant to client businesses. Ability to prioritise and plan effectively, adopting a logical and methodical approach in order to meet tight deadlines and balance client needs. Working knowledge of Microsoft packages including Word, Excel and Powerpoint. Desirable Previous delivering SOX controls projects or UK internal controls frameworks Previous experience in a manager role within practice. Experience of risk management, internal audit and systems/controls testing You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your 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 for the companies we work with and satisfying experiences for our colleagues, 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 As experts on a wide number of issues, our Audit Quality Directorate (AQD) provides support to our specialists in audit/assurance and other business streams. From being on-hand to help with complex enquiries, to implementing and advising on policy and processes, AQD are the people tasked with finding solutions to some of our teams' most complex technical issues. As part of this supportive and knowledgeable team, you'll have a chance to use and develop your technical skills and experience, find solutions to technical queries and contribute daily to the firm's commitment to deliver high quality output. Learn on the job. Lead and manage projects. Build a network of experienced specialists. Whatever level you are, this could be the role for you. 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. Within the last year, we have increased our audit headcount by more than 250 people (14%), invested heavily in new partners, and commenced a significant investment programme in our central quality support team, including our Technical Standards Group (TSG). Due to this continued investment, we are recruiting for Senior Managers within this team As part of the Audit Advisory team, providing advice and ensuring compliance with ISAs and the firm's audit methodology. This role will have a focus on developing new methodology in the exciting and emerging are of climate reporting and the nature and extent of the assurance services the firm offers In this challenging and rewarding role you will be responsible for: Working closely with other members of our Audit Advisory and Financial Reporting Advisory teams to co-ordinate the development and enhancement of our audit approach in relation to ESG matters Developing a network of specialists within local and sector teams Writing and updating related guidance material Development and delivery of ESG audit methodology training content Provision of support for the development and delivery of 'group learning sessions' which are led by partners and managers in the audit stream Carrying out file reviews for the purposes of internal quality control or testing and to check implementation and application of requirements You'll be someone: ACA or similar professional accountancy qualification Considers themselves an expert with regards to the UK auditing standards An awareness of the regulatory requirements in Jersey, Guernsey, Isle of Man or Ireland is useful but not essential. 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 04, 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 As experts on a wide number of issues, our Audit Quality Directorate (AQD) provides support to our specialists in audit/assurance and other business streams. From being on-hand to help with complex enquiries, to implementing and advising on policy and processes, AQD are the people tasked with finding solutions to some of our teams' most complex technical issues. As part of this supportive and knowledgeable team, you'll have a chance to use and develop your technical skills and experience, find solutions to technical queries and contribute daily to the firm's commitment to deliver high quality output. Learn on the job. Lead and manage projects. Build a network of experienced specialists. Whatever level you are, this could be the role for you. 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. Within the last year, we have increased our audit headcount by more than 250 people (14%), invested heavily in new partners, and commenced a significant investment programme in our central quality support team, including our Technical Standards Group (TSG). Due to this continued investment, we are recruiting for Senior Managers within this team As part of the Audit Advisory team, providing advice and ensuring compliance with ISAs and the firm's audit methodology. This role will have a focus on developing new methodology in the exciting and emerging are of climate reporting and the nature and extent of the assurance services the firm offers In this challenging and rewarding role you will be responsible for: Working closely with other members of our Audit Advisory and Financial Reporting Advisory teams to co-ordinate the development and enhancement of our audit approach in relation to ESG matters Developing a network of specialists within local and sector teams Writing and updating related guidance material Development and delivery of ESG audit methodology training content Provision of support for the development and delivery of 'group learning sessions' which are led by partners and managers in the audit stream Carrying out file reviews for the purposes of internal quality control or testing and to check implementation and application of requirements You'll be someone: ACA or similar professional accountancy qualification Considers themselves an expert with regards to the UK auditing standards An awareness of the regulatory requirements in Jersey, Guernsey, Isle of Man or Ireland is useful but not essential. 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 The Technology Risk Assurance (TRA) team sits right at the heart of the Audit practice. We leverage our deep technical expertise to evaluate the risks associated with the use of technology for businesses in a number of sectors - from Consumer Markets, Retail, Technology Media & Telecoms, Natural Resources, Energy & Shipping and Financial Services. We use data analytics procedures to look for trends, anomalies and also understand IT and business processes whilst identifying the risks. It's exciting and interesting work that can include evaluating risks around emerging technologies such as Blockchain, Artificial Intelligence (AI), Robotics Process Automation (RPA) as well as cyber related risks. As part of our TRA team, you'll receive all the support you need to reach your potential and build your technical skills. 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 be someone; With IT General Controls & Business Process Control experience Experience of integrating controls testing and data analytics into an external audit approach Interpreting the financial audit impact of IT risks and control weaknesses Experience of cyber risk management and business resilience IT system implementation risks and controls IT Governance and IT Compliance Reviews Service Auditor Reporting 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 04, 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 The Technology Risk Assurance (TRA) team sits right at the heart of the Audit practice. We leverage our deep technical expertise to evaluate the risks associated with the use of technology for businesses in a number of sectors - from Consumer Markets, Retail, Technology Media & Telecoms, Natural Resources, Energy & Shipping and Financial Services. We use data analytics procedures to look for trends, anomalies and also understand IT and business processes whilst identifying the risks. It's exciting and interesting work that can include evaluating risks around emerging technologies such as Blockchain, Artificial Intelligence (AI), Robotics Process Automation (RPA) as well as cyber related risks. As part of our TRA team, you'll receive all the support you need to reach your potential and build your technical skills. 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 be someone; With IT General Controls & Business Process Control experience Experience of integrating controls testing and data analytics into an external audit approach Interpreting the financial audit impact of IT risks and control weaknesses Experience of cyber risk management and business resilience IT system implementation risks and controls IT Governance and IT Compliance Reviews Service Auditor Reporting 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 Playing an important support role at BDO, our Secretarial and Administration team contributes to our success by taking responsibility for planning and organisation. Their proactive approach to what we do ensures our projects operate seamlessly and co-operation remains strong across our firm. Whatever the challenge, they provide the foundations on which we can excel. Joining this team, you'll enjoy a friendly and supportive environment - and plenty of variety to keep you on your toes. Want to play your part in our international operation? We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both 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 to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Business Support Hub (BSH) is recruiting additional Senior Assistants to join their busy team. The BSH sits within the National Business Support Stream (NBSS) and provides administration support to the client facing members of the firm. The BSH is committed to delivering exceptional support and quality work across all areas of the business, whether it be creating engaging documents, assisting with the client take-on process or involvement in one-off projects. The role focusses on Quality Assurance and becoming a subject matter expert in all areas where the BSH provides support. The successful candidate will play a key role in contributing to the success of the Business Support Hub and will be an integral part of the team, delivering training and providing feedback. In this key role you will: Review all documents prepared by the BSH Assistants checking spelling, formatting and compliance with the firm's brand guidelines Deal with complex and challenging tickets with the support of other team members if required Proactively manage your work queue and call out any issues to the team associate Support the team Associate in maintaining SLA's Engage with requestors to understand the task if required Pro-actively engage, build & maintain relationships with requestors Become an integral part of the wider business support operation via team huddles, covering for colleagues as and providing feedback coaching to colleagues Stepping up as cover for the Associate in their absence as required Maintain a high quality of work throughout all processes in line with Quality Assurance frameworks Adhere to the BDO workable framework Be open to feedback to improve performance You'll be someone with: Excellent attention to detail, literacy & numeracy skills IT skills - strong working knowledge of MS Office (i.e., Outlook, Excel, Word, Teams) and similar desktop applications Willingness to learn new systems is essential Well presented with a professional level of communication - both verbal and written Strong time management, organization skills and the ability to priorities and complete tasks with limited supervision Ability to work well in a team environment Experience in working in an admin role 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 03, 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 Playing an important support role at BDO, our Secretarial and Administration team contributes to our success by taking responsibility for planning and organisation. Their proactive approach to what we do ensures our projects operate seamlessly and co-operation remains strong across our firm. Whatever the challenge, they provide the foundations on which we can excel. Joining this team, you'll enjoy a friendly and supportive environment - and plenty of variety to keep you on your toes. Want to play your part in our international operation? We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both 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 to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Business Support Hub (BSH) is recruiting additional Senior Assistants to join their busy team. The BSH sits within the National Business Support Stream (NBSS) and provides administration support to the client facing members of the firm. The BSH is committed to delivering exceptional support and quality work across all areas of the business, whether it be creating engaging documents, assisting with the client take-on process or involvement in one-off projects. The role focusses on Quality Assurance and becoming a subject matter expert in all areas where the BSH provides support. The successful candidate will play a key role in contributing to the success of the Business Support Hub and will be an integral part of the team, delivering training and providing feedback. In this key role you will: Review all documents prepared by the BSH Assistants checking spelling, formatting and compliance with the firm's brand guidelines Deal with complex and challenging tickets with the support of other team members if required Proactively manage your work queue and call out any issues to the team associate Support the team Associate in maintaining SLA's Engage with requestors to understand the task if required Pro-actively engage, build & maintain relationships with requestors Become an integral part of the wider business support operation via team huddles, covering for colleagues as and providing feedback coaching to colleagues Stepping up as cover for the Associate in their absence as required Maintain a high quality of work throughout all processes in line with Quality Assurance frameworks Adhere to the BDO workable framework Be open to feedback to improve performance You'll be someone with: Excellent attention to detail, literacy & numeracy skills IT skills - strong working knowledge of MS Office (i.e., Outlook, Excel, Word, Teams) and similar desktop applications Willingness to learn new systems is essential Well presented with a professional level of communication - both verbal and written Strong time management, organization skills and the ability to priorities and complete tasks with limited supervision Ability to work well in a team environment Experience in working in an admin role 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 that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed This is an exciting opportunity to join a fast-growing business with the potential for career progression. Our offices have a fantastic culture and this particular service line can offer a flexible schedule and work-life balance. We have adopted a hybrid working policy with the ability to work from the office, at the clients or office based on the needs of the project. The role offers a great opportunity to develop your existing internal controls and risk management knowledge within a national, supportive and close-knit team. High quality training and development will be provided to the successful candidate. We work on a large variety of clients largely within the large and listed space. We work with clients to design and build their internal controls and also provide assurance of their existing control framework. As a Senior Manager you will be responsible for delivering multiple assignments of high complexity and variety. You will work closely with and support more senior members of the team in the strategic development of the stream including assisting with strategy, drive marketing and business development.Services you can expect to fall within your portfolio are delivery of US SoX testing, design and implementation of controls as well as ad- hoc advisory services. You will work independently and be accountable for the delivery of the project to the Partner or Director for review including determination of resource requirements to service your assignments, monitor progress against budget and time-frames, review work of more junior members of staff and resolve issues prior to Partner review. In addition to client facing work, you will also work to provide support to and drive departmental issues including coaching and feedback to more junior members of staff, ensuring compliance with the stream's policies and procedures and the firm's risk management procedures. Key skills: Confident communicator, strong organisation, team player and able to research and resolve technical challenges. You'll be someone with: Qualified ACA, ACCA, MIIA or CCAB or equivalent SOX experience or UK internal controls frameworks Awareness of compliance, legislative and market issues relevant to client businesses. Ability to prioritise and plan effectively, adopting a logical and methodical approach in order to meet tight deadlines and balance client needs. Working knowledge of Microsoft packages including Word, Excel and Powerpoint. Desirable Previous experience in a manager role within practice. Experience of risk management, internal audit and systems/controls testing Strong working knowledge of UK reporting standards (including UK GAAP and You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your 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 for the companies we work with and satisfying experiences for our colleagues, 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 03, 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 that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed This is an exciting opportunity to join a fast-growing business with the potential for career progression. Our offices have a fantastic culture and this particular service line can offer a flexible schedule and work-life balance. We have adopted a hybrid working policy with the ability to work from the office, at the clients or office based on the needs of the project. The role offers a great opportunity to develop your existing internal controls and risk management knowledge within a national, supportive and close-knit team. High quality training and development will be provided to the successful candidate. We work on a large variety of clients largely within the large and listed space. We work with clients to design and build their internal controls and also provide assurance of their existing control framework. As a Senior Manager you will be responsible for delivering multiple assignments of high complexity and variety. You will work closely with and support more senior members of the team in the strategic development of the stream including assisting with strategy, drive marketing and business development.Services you can expect to fall within your portfolio are delivery of US SoX testing, design and implementation of controls as well as ad- hoc advisory services. You will work independently and be accountable for the delivery of the project to the Partner or Director for review including determination of resource requirements to service your assignments, monitor progress against budget and time-frames, review work of more junior members of staff and resolve issues prior to Partner review. In addition to client facing work, you will also work to provide support to and drive departmental issues including coaching and feedback to more junior members of staff, ensuring compliance with the stream's policies and procedures and the firm's risk management procedures. Key skills: Confident communicator, strong organisation, team player and able to research and resolve technical challenges. You'll be someone with: Qualified ACA, ACCA, MIIA or CCAB or equivalent SOX experience or UK internal controls frameworks Awareness of compliance, legislative and market issues relevant to client businesses. Ability to prioritise and plan effectively, adopting a logical and methodical approach in order to meet tight deadlines and balance client needs. Working knowledge of Microsoft packages including Word, Excel and Powerpoint. Desirable Previous experience in a manager role within practice. Experience of risk management, internal audit and systems/controls testing Strong working knowledge of UK reporting standards (including UK GAAP and You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your 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 for the companies we work with and satisfying experiences for our colleagues, 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.
Job Description: Job Title Tax Director Location London Corporate Title Director Group Tax's responsibility is to manage the Bank's worldwide tax position, with responsibilities ranging from advising on the tax consequences of transactions, ensuring compliance with local tax obligations, producing tax data for financial and other reporting purposes, handling tax audits and disputes, to working with industry and governmental bodies on the development of legislation and practice. You will report directly to the Regional Head of Tax and will be based in London. As a senior member of the team you will form part of the regional leadership team. What we'll offer you A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its centre. You can expect: Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a Hybrid Working Model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them Competitive salary and non-contributory pension 30 days' holiday plus bank holidays, with the option to purchase additional days Life Assurance and Private Healthcare for you and your family A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits The opportunity to support a wide ranging CSR programme + 2 days' volunteering leave per year Your key responsibilities Providing tax advice and support to front office teams, other infrastructure functions and to other teams for various business divisions with a strong focus on Asset Management Reviewing new products, fund launches and transactions and considering them for approval, in line with applicable internal policies Maintaining processes and controls applicable to the Tax Advisory function Monitoring significant changes in tax law and practice across the region and ensuring that relevant changes are communicated Country coverage and overseeing tax legislative developments and tax advisory support in non-UK CE jurisdictions, including managerial responsibilities over foreign tax teams of approx. 3-4 team members Providing sign-offs in relation to functional area of responsibility to support financial reporting, Your skills and experience Proven experience of tax advisory work within the tax department of a professional services firm or equivalent experience within the advisory team of an in-house tax function A broad base of technical UK corporate tax knowledge. Banking tax experience and some experience of tax systems outside the UK is desirable but not a requirement Able to attract, retain and develop diverse talent, leading by example to promote high standards of performance and conduct; ensuring tax technical knowledge is kept up to date across the team Comfortable handling escalations, consistently communicating and upholding Group Tax requirements through engagement with senior stakeholders Able to summarise complex technical subject matter, with clear conclusions and recommendations, for a non-technical audience, both in written form and in oral discussions. How we'll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs We value diversity and as an equal opportunities' employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (e.g. screen readers, assistive hearing devices, adapted keyboards) About us Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do. Deutsche Bank in the UK is proud to have been named a Times Top 50 Employer for Gender Equality for three consecutive years. Additionally, we have been awarded a Silver Award from Stonewall for two years running and named in their Top 100 Employers for 2023 for our work supporting LGBTQ+ inclusion. Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer. We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation. Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
May 02, 2024
Full time
Job Description: Job Title Tax Director Location London Corporate Title Director Group Tax's responsibility is to manage the Bank's worldwide tax position, with responsibilities ranging from advising on the tax consequences of transactions, ensuring compliance with local tax obligations, producing tax data for financial and other reporting purposes, handling tax audits and disputes, to working with industry and governmental bodies on the development of legislation and practice. You will report directly to the Regional Head of Tax and will be based in London. As a senior member of the team you will form part of the regional leadership team. What we'll offer you A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its centre. You can expect: Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a Hybrid Working Model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them Competitive salary and non-contributory pension 30 days' holiday plus bank holidays, with the option to purchase additional days Life Assurance and Private Healthcare for you and your family A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits The opportunity to support a wide ranging CSR programme + 2 days' volunteering leave per year Your key responsibilities Providing tax advice and support to front office teams, other infrastructure functions and to other teams for various business divisions with a strong focus on Asset Management Reviewing new products, fund launches and transactions and considering them for approval, in line with applicable internal policies Maintaining processes and controls applicable to the Tax Advisory function Monitoring significant changes in tax law and practice across the region and ensuring that relevant changes are communicated Country coverage and overseeing tax legislative developments and tax advisory support in non-UK CE jurisdictions, including managerial responsibilities over foreign tax teams of approx. 3-4 team members Providing sign-offs in relation to functional area of responsibility to support financial reporting, Your skills and experience Proven experience of tax advisory work within the tax department of a professional services firm or equivalent experience within the advisory team of an in-house tax function A broad base of technical UK corporate tax knowledge. Banking tax experience and some experience of tax systems outside the UK is desirable but not a requirement Able to attract, retain and develop diverse talent, leading by example to promote high standards of performance and conduct; ensuring tax technical knowledge is kept up to date across the team Comfortable handling escalations, consistently communicating and upholding Group Tax requirements through engagement with senior stakeholders Able to summarise complex technical subject matter, with clear conclusions and recommendations, for a non-technical audience, both in written form and in oral discussions. How we'll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs We value diversity and as an equal opportunities' employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (e.g. screen readers, assistive hearing devices, adapted keyboards) About us Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do. Deutsche Bank in the UK is proud to have been named a Times Top 50 Employer for Gender Equality for three consecutive years. Additionally, we have been awarded a Silver Award from Stonewall for two years running and named in their Top 100 Employers for 2023 for our work supporting LGBTQ+ inclusion. Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer. We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation. Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
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 that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry BDO Financial Services Advisory is aiming to be a disrupting influence and supplier of choice for Financial Services firms in Scotland. This is an exciting opportunity for an entrepreneurially minded manager to help shape the strategy and direction of this newly formed department in Scotland. This Manager role will involve working directly with the FS Advisory Partner in Scotland, and the wider Partner and Director team across the UK, to develop and deliver the go to market strategy, develop client relationships and other business development. As a Manager you'll deliver governance, risk management and/or conduct risk related assignments of high complexity and variety in line with BDO's defined methodologies. The successful candidate will have the opportunity to work on a variety of advisory and independent assurance projects for financial services firms and will also have the opportunity to develop propositions and services for BDO's existing and future clients. You'll be someone with: Excellent knowledge of the Financial Services sector and the UK regulatory environment and have significant depth of knowledge in governance and risk management. Significant experience of financial services risk management and / or conduct and compliance related experience. This could be achieved through working within a professional services or financial services firm. Proven experience in managing a wide portfolio of concurrent projects and project teams in a project management framework. Demonstrable experience and expertise in undertaking advisory and assurance reviews in governance / risk management / conduct risk. Understanding and practical application of reviewing the three lines of defence model. Strong analytical and problem-solving skills, with the ability to present information in a clear and concise manner. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both 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 to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your 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 for the companies we work with and satisfying experiences for our colleagues, 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 01, 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 that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry BDO Financial Services Advisory is aiming to be a disrupting influence and supplier of choice for Financial Services firms in Scotland. This is an exciting opportunity for an entrepreneurially minded manager to help shape the strategy and direction of this newly formed department in Scotland. This Manager role will involve working directly with the FS Advisory Partner in Scotland, and the wider Partner and Director team across the UK, to develop and deliver the go to market strategy, develop client relationships and other business development. As a Manager you'll deliver governance, risk management and/or conduct risk related assignments of high complexity and variety in line with BDO's defined methodologies. The successful candidate will have the opportunity to work on a variety of advisory and independent assurance projects for financial services firms and will also have the opportunity to develop propositions and services for BDO's existing and future clients. You'll be someone with: Excellent knowledge of the Financial Services sector and the UK regulatory environment and have significant depth of knowledge in governance and risk management. Significant experience of financial services risk management and / or conduct and compliance related experience. This could be achieved through working within a professional services or financial services firm. Proven experience in managing a wide portfolio of concurrent projects and project teams in a project management framework. Demonstrable experience and expertise in undertaking advisory and assurance reviews in governance / risk management / conduct risk. Understanding and practical application of reviewing the three lines of defence model. Strong analytical and problem-solving skills, with the ability to present information in a clear and concise manner. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both 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 to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your 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 for the companies we work with and satisfying experiences for our colleagues, 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.
Environmental Team Lead Our client, a leading independent Oil & Gas operator, is currently seeking an Environmental Team Lead to join their QSSHE department. This is a full-time permanent position, working Monday to Friday located in Norwich. There may be some required travel to other sites and on occasions visits offshore. The successful Environmental Team Lead will be managing a team of Environmental Advisors, you will provide competent and proactive environmental support to onshore and offshore producing assets. Additionally, you will ensure that all environmental requirements are fully understood, risks, controls and mitigations identified and put in place in a timely, economical and effective fashion, from operations through to decommissioning, including projects, drilling, infill, etc. Key Responsibilities Include: Management of all OPPC, ETS, Chemical permits for offshore. Review all permits submissions to the regulator. Technical input into Terminal Environmental Operations. Produce an Environmental plan that sets out our key initiatives and milestones for delivery in support of ISO14001. Coordinate and lead the maintenance of ISO14001:2015. Complete programmed Audits & Inspections as scheduled. Owner of the Environmental SEMS documents. Ensure the timely submission of all internal and external reporting Represent the company in external affairs concerning environmental management. Provide advice on environmental policy and legislation compliance to the team. Coordinate the monitoring and review of environmental legislative changes and the potential impact on the business. Undertake regular reviews of the performance of personnel and contractors with regard to meeting environmental operating standards through site visits, inspections and/or audits. Undertake site visits to review and support line management in their completion of investigations into the causes of events and the identification of root causes and preventative measures. Working with the training team develop and maintain training and advisory documents and deliver training and advisory sessions to personnel. Ensure OPEP s are maintained. Member of the IMT. Provide input and oversight of environmental element of HSE budget. Line Manager for the Environmental Advisors. Input into project PLANC and providing technical supervisor of the Projects Environmental Advisor. Safety & Environmentally Critical Courses: Bachelor of Science in Environmental Sciences NEBOSH National General Cert in Occupational Health and Safety Incident Investigator course Key Requirements Include: Essential: Strong experience working in the environmental field of the offshore upstream Oil & Gas sector (operator environment) performing at Advisor or Team Leader level. Demonstrable breadth of experience including offshore production, subsea, drilling and well intervention operations. A sound knowledge of the UK regulatory environmental framework and how it can be influenced. Sound knowledge of emissions management and emissions trading schemes relating to offshore Excellent communication skills both written and verbal Degree in Environmental Management, Engineering or similar Trained ISO14001 auditor Working knowledge of SCR2015 PORTAL, EEMS, ETSWAP (or UK equivalent) Knowledge of SECR Preferred: Team Leader or Supervisory Experience 10 years in the Oil and Gas Industry Full Member of IEMA or similar Trained incident investigator MSc Environmental Management or Similar Experience of onshore terminals COMAH NORM Management / RPS Ability to: Build excellent relationship to influences & collaborate with peers & stakeholders to deliver mutual success. As the Environmental Team Lead, you will plan and organise and must be able to multi-task whilst displaying flexibility and strong prioritisation skills. Our client is seeking applicants who take a pragmatic approach to work whilst acting with integrity, as well as influencing multi-disciplined internal and external stakeholders at all levels. You will be working alongside leadership, so it is crucial you are proactive and self-starting with the ability to use personal credibility and relationships to educate and assist others. Benefits: Life Assurance Private Medical Insurance Flexible Benefit Allowance Excellent Pension Provision 25 Days Holiday Discretionary Bonus Profit Units Sharing Scheme For further details, please forward a copy of your CV today Todd Hayes Ltd is an equal opportunities employer. Due to the large number of applications we receive I m afraid we are unable to respond to everyone individually however your details will remain on file should another suitable opportunity become available moving forward. If we can take your application further, we will of course be in touch. Todd Hayes is acting as an Employment Business in relation to this vacancy. Todd Hayes Ltd
May 01, 2024
Full time
Environmental Team Lead Our client, a leading independent Oil & Gas operator, is currently seeking an Environmental Team Lead to join their QSSHE department. This is a full-time permanent position, working Monday to Friday located in Norwich. There may be some required travel to other sites and on occasions visits offshore. The successful Environmental Team Lead will be managing a team of Environmental Advisors, you will provide competent and proactive environmental support to onshore and offshore producing assets. Additionally, you will ensure that all environmental requirements are fully understood, risks, controls and mitigations identified and put in place in a timely, economical and effective fashion, from operations through to decommissioning, including projects, drilling, infill, etc. Key Responsibilities Include: Management of all OPPC, ETS, Chemical permits for offshore. Review all permits submissions to the regulator. Technical input into Terminal Environmental Operations. Produce an Environmental plan that sets out our key initiatives and milestones for delivery in support of ISO14001. Coordinate and lead the maintenance of ISO14001:2015. Complete programmed Audits & Inspections as scheduled. Owner of the Environmental SEMS documents. Ensure the timely submission of all internal and external reporting Represent the company in external affairs concerning environmental management. Provide advice on environmental policy and legislation compliance to the team. Coordinate the monitoring and review of environmental legislative changes and the potential impact on the business. Undertake regular reviews of the performance of personnel and contractors with regard to meeting environmental operating standards through site visits, inspections and/or audits. Undertake site visits to review and support line management in their completion of investigations into the causes of events and the identification of root causes and preventative measures. Working with the training team develop and maintain training and advisory documents and deliver training and advisory sessions to personnel. Ensure OPEP s are maintained. Member of the IMT. Provide input and oversight of environmental element of HSE budget. Line Manager for the Environmental Advisors. Input into project PLANC and providing technical supervisor of the Projects Environmental Advisor. Safety & Environmentally Critical Courses: Bachelor of Science in Environmental Sciences NEBOSH National General Cert in Occupational Health and Safety Incident Investigator course Key Requirements Include: Essential: Strong experience working in the environmental field of the offshore upstream Oil & Gas sector (operator environment) performing at Advisor or Team Leader level. Demonstrable breadth of experience including offshore production, subsea, drilling and well intervention operations. A sound knowledge of the UK regulatory environmental framework and how it can be influenced. Sound knowledge of emissions management and emissions trading schemes relating to offshore Excellent communication skills both written and verbal Degree in Environmental Management, Engineering or similar Trained ISO14001 auditor Working knowledge of SCR2015 PORTAL, EEMS, ETSWAP (or UK equivalent) Knowledge of SECR Preferred: Team Leader or Supervisory Experience 10 years in the Oil and Gas Industry Full Member of IEMA or similar Trained incident investigator MSc Environmental Management or Similar Experience of onshore terminals COMAH NORM Management / RPS Ability to: Build excellent relationship to influences & collaborate with peers & stakeholders to deliver mutual success. As the Environmental Team Lead, you will plan and organise and must be able to multi-task whilst displaying flexibility and strong prioritisation skills. Our client is seeking applicants who take a pragmatic approach to work whilst acting with integrity, as well as influencing multi-disciplined internal and external stakeholders at all levels. You will be working alongside leadership, so it is crucial you are proactive and self-starting with the ability to use personal credibility and relationships to educate and assist others. Benefits: Life Assurance Private Medical Insurance Flexible Benefit Allowance Excellent Pension Provision 25 Days Holiday Discretionary Bonus Profit Units Sharing Scheme For further details, please forward a copy of your CV today Todd Hayes Ltd is an equal opportunities employer. Due to the large number of applications we receive I m afraid we are unable to respond to everyone individually however your details will remain on file should another suitable opportunity become available moving forward. If we can take your application further, we will of course be in touch. Todd Hayes is acting as an Employment Business in relation to this vacancy. Todd Hayes Ltd
Company Description Evelyn Partners is the UKs leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where theyre at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of:Personal,offering advice based on a true understanding of what matters to our clients;Partnership, working with our clients in a joined-up, collaborative way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services Evelyn PartnersandCareers Evelyn Partners Job Description Purpose of Role: To manage your own portfolio of clients, working with Directors/Partners or alone on complex consultancy and advisory projects with a primary focus on the International Private Client Tax market. The role will also entail managing the compliance for the complex clients in your portfolio and helping to grow and manage the wider team. There will be scope to undertake business development of existing and new clients as well as further developing your own International technical and sector knowledge and expertise whilst also having the opportunity to develop new areas of interest. Key responsibilities: Client work Manage portfolio of complex compliance cases Undertake consultancy work Manage portfolio of complex advisory cases Give exceptional client service Technically strong Identifying opportunities on client portfolio Staff management and development Liaison with Partners Appraisals/monitor staff performance On the job training for junior staff on a one-to-one basis Dealing with staff questions Practice Development Involved in business development activities/profile raising locally Able to take advantage of marketing/PR opportunities Compliance Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant Personal Development (Technical & Other) Internal and external seminars and courses Reading Internal meetings Qualifications Education/Qualifications: Qualified tax adviser (CTA) and/or accountant (ACA/CA) Key Experience/Skills: Significant International Private Client Taxexperience gained within the profession and/or industry Technically capable tax adviser who is able to manage complex client work Demonstrable experience of managing people and clients Existing business development skills and appetite to grow business Project management experience Experience of dealing with senior stakeholders both internally and externally Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. JBRP1_UKTJ
May 01, 2024
Full time
Company Description Evelyn Partners is the UKs leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where theyre at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of:Personal,offering advice based on a true understanding of what matters to our clients;Partnership, working with our clients in a joined-up, collaborative way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services Evelyn PartnersandCareers Evelyn Partners Job Description Purpose of Role: To manage your own portfolio of clients, working with Directors/Partners or alone on complex consultancy and advisory projects with a primary focus on the International Private Client Tax market. The role will also entail managing the compliance for the complex clients in your portfolio and helping to grow and manage the wider team. There will be scope to undertake business development of existing and new clients as well as further developing your own International technical and sector knowledge and expertise whilst also having the opportunity to develop new areas of interest. Key responsibilities: Client work Manage portfolio of complex compliance cases Undertake consultancy work Manage portfolio of complex advisory cases Give exceptional client service Technically strong Identifying opportunities on client portfolio Staff management and development Liaison with Partners Appraisals/monitor staff performance On the job training for junior staff on a one-to-one basis Dealing with staff questions Practice Development Involved in business development activities/profile raising locally Able to take advantage of marketing/PR opportunities Compliance Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant Personal Development (Technical & Other) Internal and external seminars and courses Reading Internal meetings Qualifications Education/Qualifications: Qualified tax adviser (CTA) and/or accountant (ACA/CA) Key Experience/Skills: Significant International Private Client Taxexperience gained within the profession and/or industry Technically capable tax adviser who is able to manage complex client work Demonstrable experience of managing people and clients Existing business development skills and appetite to grow business Project management experience Experience of dealing with senior stakeholders both internally and externally Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. JBRP1_UKTJ
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. There is a need for a Manager/Assistant Manager to join the Actuarial team within FS Advisory. This team provides advice on a wide range of issues, including assurance services, external and internal audit, corporate governance and risk advisory, regulatory advisory including section 166 skilled person work and portfolio transfers, actuarial loss-reserving and pricing, taxation, solvency and regulatory compliance, management information systems, litigation support and forensic accounting. Our clients include London underwriters, Syndicates at Lloyd's, P&I clubs and other mutual, reinsurance companies, London market and retail brokers You'll be someone with: An Actuarial qualification Strong technical actuarial knowledge . Open minded and critical thinker. Some experience of at least one of the following in non-life insurance: reserving for accounting purposes; Solvency II Technical Provisions; Solvency II Standard Formula; Capital Modelling; ERM. Experience of IFRS 17/ risk management /data analytics/pricing would also be beneficial. A willingness to get involved in new areas, including an interest in Data Science. High standard of IT literacy, including a strong working-knowledge of MS Excel and a willingness to learn additional applications (eg Access, SQL, R). Able to influence internal / external clients and colleagues. Proven planning and prioritising skills. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the 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 in 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. We can provide the best support for our clients and people when we're working side by side. 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 for our clients 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 them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach 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 01, 2024
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. There is a need for a Manager/Assistant Manager to join the Actuarial team within FS Advisory. This team provides advice on a wide range of issues, including assurance services, external and internal audit, corporate governance and risk advisory, regulatory advisory including section 166 skilled person work and portfolio transfers, actuarial loss-reserving and pricing, taxation, solvency and regulatory compliance, management information systems, litigation support and forensic accounting. Our clients include London underwriters, Syndicates at Lloyd's, P&I clubs and other mutual, reinsurance companies, London market and retail brokers You'll be someone with: An Actuarial qualification Strong technical actuarial knowledge . Open minded and critical thinker. Some experience of at least one of the following in non-life insurance: reserving for accounting purposes; Solvency II Technical Provisions; Solvency II Standard Formula; Capital Modelling; ERM. Experience of IFRS 17/ risk management /data analytics/pricing would also be beneficial. A willingness to get involved in new areas, including an interest in Data Science. High standard of IT literacy, including a strong working-knowledge of MS Excel and a willingness to learn additional applications (eg Access, SQL, R). Able to influence internal / external clients and colleagues. Proven planning and prioritising skills. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the 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 in 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. We can provide the best support for our clients and people when we're working side by side. 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 for our clients 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 them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach 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.
Wealth management client is looking for a Senior Compliance Advisory Manager to be based in Bath 2 days a week. This full-time wealth management role comes with a salary of up to £75k and excellent benefits (bonus, 34 days holiday, 7% pension, life assurance, private medical, encouraged professional development) The Senior Compliance Advisory Manager is responsible for ensuring the Group complies w click apply for full job details
May 01, 2024
Full time
Wealth management client is looking for a Senior Compliance Advisory Manager to be based in Bath 2 days a week. This full-time wealth management role comes with a salary of up to £75k and excellent benefits (bonus, 34 days holiday, 7% pension, life assurance, private medical, encouraged professional development) The Senior Compliance Advisory Manager is responsible for ensuring the Group complies w click apply for full job details
Are you passionate about navigating the intricate landscape of regulatory compliance? Do you thrive on providing strategic guidance to ensure adherence to industry standards and regulations? If so, we want you to join our clients team. Responsibilities: Provide Expert Compliance Guidance: Offer insightful advice and guidance to the broader business on the interpretation and application of UK regul click apply for full job details
May 01, 2024
Full time
Are you passionate about navigating the intricate landscape of regulatory compliance? Do you thrive on providing strategic guidance to ensure adherence to industry standards and regulations? If so, we want you to join our clients team. Responsibilities: Provide Expert Compliance Guidance: Offer insightful advice and guidance to the broader business on the interpretation and application of UK regul click apply for full job details
Are you a law graduate looking for training and development with a view to achieving qualified status as a Chartered Legal Executive and then Solicitor at the end of your training period? WorkNest is looking for Paralegals to join our Employment Law Team based in Chester. What we're looking for: Possession of a good standard law degree and, ideally, a completed LPC Work in a legal environment or previous paralegal experience preferable but not essential Working knowledge of basic legal principles Interest in developing a knowledge of employment law Efficient working in line with a largely fixed fee model Ability to prioritise and work to deadlines whilst maintaining high standards of service Evidence of commercial awareness and high standards of client care Evidence of a good level of achievement of business objectives and client satisfaction Behaviours aligned with WorkNest values Team player What you'll be doing: During the period of the training, you will provide high quality, pragmatic and efficient advice and assistance to WorkNest's colleagues initially before progressing to deal directly with clients. To provide brilliant service as a junior member of our advisory, litigation or contracts and handbook teams. Main Duties and Responsibilities: To draft, using template documents and following the instructions of the individual adviser, contracts, handbooks and a range of letters and documents for clients. To assist colleagues in the preparation of ET cases. To assist colleagues by researching legal points In due course to provide basic telephone and email advice direct to clients on basic employment law queries, subject to suitable supervision. To make sure all advice to clients is timely, efficient, accurate, practical, and commercial. To adhere to WorkNest's requirements and relevant professional standards in dealings with clients. To undertake conscientiously all training to ensure that learning and development needs are met. To support the team as directed enabling them to provide high quality advice and legally compliant documentation to clients to ensure we provide the best fixed fee legal & ER advisory service in the UK Any other duties as reasonably requested by your line manager to meet the needs of the business. Where you'll be working: The position will be based in our Aldford, Chester office. What's in it for you £23,400 per annum and an attractive company benefits package, including: Health Cash plan Life Assurance Up to £15 per month fitness subsidence Hybrid working arrangements Auto Enrolment Pension contributions after 3 months service Birthday Day off VITO Days - up to 2 days per holiday year paid volunteering Free Will writing service EAP & Wellbeing services Who we are WorkNest is part of the GRC (Governance, Risk and Compliance) division within Marlowe PLC. We are a powerhouse of employment law, HR and health and safety support services, weaving pragmatic advice with powerful technology platforms. We have experienced exceptional growth over the last 24 months, fuelled by the acquisition of several leading business services groups, including: Law at Work, Ellis Whittam, Youmanage, esphr, HRSP, HR Solutions and Vista. Our purpose is to advance the way people work. We achieve this by helping employers proactively overcome their employment, safety, and wellbeing challenges, working alongside internal teams, or providing a fully outsourced solution. In fact, over 40,000 UK employers (in 45 vertical sectors) now seek our help on some of their most sensitive issues. We like to think that this is due to our focus on high quality, pragmatic and professional advice and service. Up for the challenge? If you share our values of Brilliant Service, Optimism, Integrity and One Team, please use the purple 'apply now' button to begin your application. You'll be asked to submit a CV and covering letter outlining how you fulfil the person specification for this post. WorkNest is committed to creating a culture of Inclusion?and ensuring that everyone - job applicants, clients, colleagues, and anyone else we deal with - is treated fairly and with respect. We continuously review our policies and processes to support our aim to create a diverse team, however, please speak to our Talent and Recruitment specialist if there are any adjustments, we need to make to ensure, a genuine equality of opportunity. Closing date: 25th May 2024 REF-213656
May 01, 2024
Full time
Are you a law graduate looking for training and development with a view to achieving qualified status as a Chartered Legal Executive and then Solicitor at the end of your training period? WorkNest is looking for Paralegals to join our Employment Law Team based in Chester. What we're looking for: Possession of a good standard law degree and, ideally, a completed LPC Work in a legal environment or previous paralegal experience preferable but not essential Working knowledge of basic legal principles Interest in developing a knowledge of employment law Efficient working in line with a largely fixed fee model Ability to prioritise and work to deadlines whilst maintaining high standards of service Evidence of commercial awareness and high standards of client care Evidence of a good level of achievement of business objectives and client satisfaction Behaviours aligned with WorkNest values Team player What you'll be doing: During the period of the training, you will provide high quality, pragmatic and efficient advice and assistance to WorkNest's colleagues initially before progressing to deal directly with clients. To provide brilliant service as a junior member of our advisory, litigation or contracts and handbook teams. Main Duties and Responsibilities: To draft, using template documents and following the instructions of the individual adviser, contracts, handbooks and a range of letters and documents for clients. To assist colleagues in the preparation of ET cases. To assist colleagues by researching legal points In due course to provide basic telephone and email advice direct to clients on basic employment law queries, subject to suitable supervision. To make sure all advice to clients is timely, efficient, accurate, practical, and commercial. To adhere to WorkNest's requirements and relevant professional standards in dealings with clients. To undertake conscientiously all training to ensure that learning and development needs are met. To support the team as directed enabling them to provide high quality advice and legally compliant documentation to clients to ensure we provide the best fixed fee legal & ER advisory service in the UK Any other duties as reasonably requested by your line manager to meet the needs of the business. Where you'll be working: The position will be based in our Aldford, Chester office. What's in it for you £23,400 per annum and an attractive company benefits package, including: Health Cash plan Life Assurance Up to £15 per month fitness subsidence Hybrid working arrangements Auto Enrolment Pension contributions after 3 months service Birthday Day off VITO Days - up to 2 days per holiday year paid volunteering Free Will writing service EAP & Wellbeing services Who we are WorkNest is part of the GRC (Governance, Risk and Compliance) division within Marlowe PLC. We are a powerhouse of employment law, HR and health and safety support services, weaving pragmatic advice with powerful technology platforms. We have experienced exceptional growth over the last 24 months, fuelled by the acquisition of several leading business services groups, including: Law at Work, Ellis Whittam, Youmanage, esphr, HRSP, HR Solutions and Vista. Our purpose is to advance the way people work. We achieve this by helping employers proactively overcome their employment, safety, and wellbeing challenges, working alongside internal teams, or providing a fully outsourced solution. In fact, over 40,000 UK employers (in 45 vertical sectors) now seek our help on some of their most sensitive issues. We like to think that this is due to our focus on high quality, pragmatic and professional advice and service. Up for the challenge? If you share our values of Brilliant Service, Optimism, Integrity and One Team, please use the purple 'apply now' button to begin your application. You'll be asked to submit a CV and covering letter outlining how you fulfil the person specification for this post. WorkNest is committed to creating a culture of Inclusion?and ensuring that everyone - job applicants, clients, colleagues, and anyone else we deal with - is treated fairly and with respect. We continuously review our policies and processes to support our aim to create a diverse team, however, please speak to our Talent and Recruitment specialist if there are any adjustments, we need to make to ensure, a genuine equality of opportunity. Closing date: 25th May 2024 REF-213656
About The Role RAC have an exciting new position for a Legal Advisory Team Manager who will be based in our iconic Bradley Stoke office on a permanent, full time basis. RAC Legal Services are part of the RAC group, one of the most recognised brands in the UK. Our hugely successful and expanding Legal Services business provides legal advice and Legal Expenses Insurance services to millions of our high profile corporate partners' customers, consisting of some of the UK's leading Insurer and Broker businesses. This advice is provided over the phone and offers support on a range of private law matters, such as employment issues, consumer rights, property disputes, personal injury and wills and probate. The role is responsible for a team of up to 15 Legal Advisors, managing daily operational performance. You will help to ensure that the team meet operations performance targets through coaching, 121's, feedback and development plans. Coming from a Law background you will help support the team with any complex legal queries alongside the Technical Leads. The team currently work from 0800 -2000 Mon- Fri - hours for this role to be agreed, this is a hybrid working role offering flexibility to the successful candidate. Operational Performance Ensure the team delivers all necessary SLA's and KPI's measures. Support the Operational Manager with the delivery of requirements, such as our Business Continuity Plan (BCP) any Implementation plans, new partnership accounts. Ensure resourcing is effectively maintained and optimised. Match the working shift patterns of the team, to enable the appropriate management is in place during our opening hours as required. Support the work of the Quality Assurance Manager by supporting completion of agreed levels of monitoring (FCA call quality, TCF, complaint cases). Work with the Quality Assurance Manager/s to implement quality/compliance improvements, and drive performance. Informing, developing, motivating, and coaching direct reports to ensure that they have the knowledge and skill to lead their own team to deliver agreed targets and objectives, in addition to delivering a service that strives to exceed customer expectations. Own and drive the Training and Development programme and its modules, both for new starters and existing staff, helping develop our team/reduce attrition rates. Ensuring that own self and DR's utilising performance review meetings to effectively communicate to improve morale, awareness, and performance. Undertake and support formal performance management for underperformance or poor conduct. You will need To be a law graduate (LLB and post graduate qualification e.g. LLM, LPC/LSF or BVC) and/or equivalent legal/insurance qualification or allied industry gained work experience and ideally have good knowledge of insurance law and a thorough understanding and application of the law in general. To be able to demonstrate excellent leadership skills and have evidence of leading a successful team in a customer facing environment or call centre. To have a broad range of IT skills as multiple systems are used within the team. In return, we offer At the RAC, our colleagues do whatever it takes to help our customers. And we believe in rewarding you in return. As well as a competitive salary, there's also an annual bonus scheme in place. Plus, you'll have all these extra benefits; FREE Ultimate breakdown cover for you and your household worth up to £500 FREE on-site parking Flexible benefits you can tailor to suit you Free European Breakdown cover including 7 days car hire to continue your journey Amazing employee benefits including additional discounts on big brands, hotel stays and days out Share Colleague Scheme - a unique opportunity to become an owner of our business and share in the future success of the RAC! Health and wellbeing benefits - including healthcare cash plan and private medical insurance and a number of lifestyle discounted benefits. JBRP1_UKTJ
May 01, 2024
Full time
About The Role RAC have an exciting new position for a Legal Advisory Team Manager who will be based in our iconic Bradley Stoke office on a permanent, full time basis. RAC Legal Services are part of the RAC group, one of the most recognised brands in the UK. Our hugely successful and expanding Legal Services business provides legal advice and Legal Expenses Insurance services to millions of our high profile corporate partners' customers, consisting of some of the UK's leading Insurer and Broker businesses. This advice is provided over the phone and offers support on a range of private law matters, such as employment issues, consumer rights, property disputes, personal injury and wills and probate. The role is responsible for a team of up to 15 Legal Advisors, managing daily operational performance. You will help to ensure that the team meet operations performance targets through coaching, 121's, feedback and development plans. Coming from a Law background you will help support the team with any complex legal queries alongside the Technical Leads. The team currently work from 0800 -2000 Mon- Fri - hours for this role to be agreed, this is a hybrid working role offering flexibility to the successful candidate. Operational Performance Ensure the team delivers all necessary SLA's and KPI's measures. Support the Operational Manager with the delivery of requirements, such as our Business Continuity Plan (BCP) any Implementation plans, new partnership accounts. Ensure resourcing is effectively maintained and optimised. Match the working shift patterns of the team, to enable the appropriate management is in place during our opening hours as required. Support the work of the Quality Assurance Manager by supporting completion of agreed levels of monitoring (FCA call quality, TCF, complaint cases). Work with the Quality Assurance Manager/s to implement quality/compliance improvements, and drive performance. Informing, developing, motivating, and coaching direct reports to ensure that they have the knowledge and skill to lead their own team to deliver agreed targets and objectives, in addition to delivering a service that strives to exceed customer expectations. Own and drive the Training and Development programme and its modules, both for new starters and existing staff, helping develop our team/reduce attrition rates. Ensuring that own self and DR's utilising performance review meetings to effectively communicate to improve morale, awareness, and performance. Undertake and support formal performance management for underperformance or poor conduct. You will need To be a law graduate (LLB and post graduate qualification e.g. LLM, LPC/LSF or BVC) and/or equivalent legal/insurance qualification or allied industry gained work experience and ideally have good knowledge of insurance law and a thorough understanding and application of the law in general. To be able to demonstrate excellent leadership skills and have evidence of leading a successful team in a customer facing environment or call centre. To have a broad range of IT skills as multiple systems are used within the team. In return, we offer At the RAC, our colleagues do whatever it takes to help our customers. And we believe in rewarding you in return. As well as a competitive salary, there's also an annual bonus scheme in place. Plus, you'll have all these extra benefits; FREE Ultimate breakdown cover for you and your household worth up to £500 FREE on-site parking Flexible benefits you can tailor to suit you Free European Breakdown cover including 7 days car hire to continue your journey Amazing employee benefits including additional discounts on big brands, hotel stays and days out Share Colleague Scheme - a unique opportunity to become an owner of our business and share in the future success of the RAC! Health and wellbeing benefits - including healthcare cash plan and private medical insurance and a number of lifestyle discounted benefits. JBRP1_UKTJ
The Business AAB is a tech-enabled business critical services group, providing services that help businesses at every stage of the lifecycle, helping them manage the critical elements that make businesses tick - their people and their finances. AAB are focused on people. They believe in the resilience of the human spirit; that with bravery, hard work and perseverance, people can accomplish amazing things. AAB are human, passionate, bold, motivational, positive, empathetic, driven and straight-talking. The Team At AAB we pride ourselves on providing everyone with an inspiring career opportunity. Our culture keeps the layers simple and the relationship personal. We know that our success is down to one thing, our people, and we make sure looking after our people is at the heart of everything we do. Our Corporate Tax Team are experiencing increasing opportunities and this provide opportunities for corporate tax professionals to support our client's to achieve their goals in a tax efficient manner. Does AAB sound like a good fit for you? We currently have an opening for a Corporate Tax Manager to join our Aberdeen Corporate Tax team. THE ROLE Corporate Tax Manager - Aberdeen Purpose of the role/key responsibilities: Actively manage and control the delivery of all aspects of assignments for a variety of clients, including resourcing the assignments and setting timescales and budgets, liaison between departments of the firm, and presentation of work to clients Develop expertise and undertake detailed technical research of an advanced nature as required, and present this clearly at client meetings or in written form, offer practical solutions and recommendations with due regard for risk Take responsibility for the timely delivery of advisory and compliance services to your clients Line management responsibility of junior staff including monitoring the progress and quality of their work, providing guidance, feedback and on the job training as required. Ensuring effective delegation of work to team members Enforce the firms procedures and culture in relation to feedback, accountability and coaching Work in an agile way to manage workload and ensure delivery to the clients' satisfaction Make effective business decisions in relation to the management of your team Manage the key performance indicators for yourself and your team Play an active role in the sustainability, development and growth of the firm Identify areas and recommendations for improvement in respect of the technology enabled corporation tax compliance process and procedures across the AAB Group Be a primary contact for colleagues, clients, their professional team and your own business network, creating and obtaining referrals for work Identify and progress opportunities to promote the business in the marketplace, seeking new opportunities for the firm and securing new work, with the support of the business development team Be an ambassador for the firm, taking opportunities for networking and client entertaining events Identify where the firm is exposed to risk, look for efficiencies, improve procedures, propose recommendations and solutions and take a leading role in the implementation of change Demonstrate commercial awareness Experience and skill set required for the role: CA, or equivalent, ATT or CTA (or breadth of knowledge equivalent to CTA) Professional, technical and pro-active approach to delivering tax advice to clients Strong written and verbal communication skills Excellent attention to detail The ability to build strong relationships Previous line management experience Experience of Microsoft Office packages (Word, Excel, MS Outlook). Experience of using Alphatax preferred The Benefits Over the years, AAB has been recognised for its excellent working practices by some of the most prestigious award bodies in the UK. We pride ourselves in the fact that our approach across the AAB Group has gained an excellent reputation and is loved by our employees. Some of our benefits are Hybrid, agile and family friendly working practices to enable you to manage your work life alongside your home life Full payment of Private Healthcare for you and your family Private Dental Care Workplace pension Enhanced Maternity and Paternity Pay Ongoing personalised coaching and mentoring programmes to maximise your potential Regular updates from our Health & Wellbeing team, access to all Headspace resources and Employee Assistance Programme as well as access to trained Mental Health First Aiders We're energetic people who like nothing more than having a bit of fun; with our Social Club organising frequent staff events and initiatives Volunteering leave through the Anderson Anderson & Brown Charitable Initiative (AABIE) Financial rewards for helping AAB to grow our client portfolio Reimbursement of your professional subscription and fully funded study leave for all students Life Assurance Generous Employee Referral Bonus Paid sick leave Electric Vehicle Salary Sacrifice Scheme Cycle to Work Scheme Dress for your day Various groups to become involved in such as LGBTQ+, Environmental, Social and Governance, Working Families and Menopause Regular communication from our leadership team regarding AAB Group activities and initiatives JBRP1_UKTJ
May 01, 2024
Full time
The Business AAB is a tech-enabled business critical services group, providing services that help businesses at every stage of the lifecycle, helping them manage the critical elements that make businesses tick - their people and their finances. AAB are focused on people. They believe in the resilience of the human spirit; that with bravery, hard work and perseverance, people can accomplish amazing things. AAB are human, passionate, bold, motivational, positive, empathetic, driven and straight-talking. The Team At AAB we pride ourselves on providing everyone with an inspiring career opportunity. Our culture keeps the layers simple and the relationship personal. We know that our success is down to one thing, our people, and we make sure looking after our people is at the heart of everything we do. Our Corporate Tax Team are experiencing increasing opportunities and this provide opportunities for corporate tax professionals to support our client's to achieve their goals in a tax efficient manner. Does AAB sound like a good fit for you? We currently have an opening for a Corporate Tax Manager to join our Aberdeen Corporate Tax team. THE ROLE Corporate Tax Manager - Aberdeen Purpose of the role/key responsibilities: Actively manage and control the delivery of all aspects of assignments for a variety of clients, including resourcing the assignments and setting timescales and budgets, liaison between departments of the firm, and presentation of work to clients Develop expertise and undertake detailed technical research of an advanced nature as required, and present this clearly at client meetings or in written form, offer practical solutions and recommendations with due regard for risk Take responsibility for the timely delivery of advisory and compliance services to your clients Line management responsibility of junior staff including monitoring the progress and quality of their work, providing guidance, feedback and on the job training as required. Ensuring effective delegation of work to team members Enforce the firms procedures and culture in relation to feedback, accountability and coaching Work in an agile way to manage workload and ensure delivery to the clients' satisfaction Make effective business decisions in relation to the management of your team Manage the key performance indicators for yourself and your team Play an active role in the sustainability, development and growth of the firm Identify areas and recommendations for improvement in respect of the technology enabled corporation tax compliance process and procedures across the AAB Group Be a primary contact for colleagues, clients, their professional team and your own business network, creating and obtaining referrals for work Identify and progress opportunities to promote the business in the marketplace, seeking new opportunities for the firm and securing new work, with the support of the business development team Be an ambassador for the firm, taking opportunities for networking and client entertaining events Identify where the firm is exposed to risk, look for efficiencies, improve procedures, propose recommendations and solutions and take a leading role in the implementation of change Demonstrate commercial awareness Experience and skill set required for the role: CA, or equivalent, ATT or CTA (or breadth of knowledge equivalent to CTA) Professional, technical and pro-active approach to delivering tax advice to clients Strong written and verbal communication skills Excellent attention to detail The ability to build strong relationships Previous line management experience Experience of Microsoft Office packages (Word, Excel, MS Outlook). Experience of using Alphatax preferred The Benefits Over the years, AAB has been recognised for its excellent working practices by some of the most prestigious award bodies in the UK. We pride ourselves in the fact that our approach across the AAB Group has gained an excellent reputation and is loved by our employees. Some of our benefits are Hybrid, agile and family friendly working practices to enable you to manage your work life alongside your home life Full payment of Private Healthcare for you and your family Private Dental Care Workplace pension Enhanced Maternity and Paternity Pay Ongoing personalised coaching and mentoring programmes to maximise your potential Regular updates from our Health & Wellbeing team, access to all Headspace resources and Employee Assistance Programme as well as access to trained Mental Health First Aiders We're energetic people who like nothing more than having a bit of fun; with our Social Club organising frequent staff events and initiatives Volunteering leave through the Anderson Anderson & Brown Charitable Initiative (AABIE) Financial rewards for helping AAB to grow our client portfolio Reimbursement of your professional subscription and fully funded study leave for all students Life Assurance Generous Employee Referral Bonus Paid sick leave Electric Vehicle Salary Sacrifice Scheme Cycle to Work Scheme Dress for your day Various groups to become involved in such as LGBTQ+, Environmental, Social and Governance, Working Families and Menopause Regular communication from our leadership team regarding AAB Group activities and initiatives JBRP1_UKTJ
Practice Group / Department: Corporate Team FS - London Job Description We're Norton Rose Fulbright - a global law firm with over 50 offices and 7,000 employees worldwide. We provide the world's preeminent corporations and financial institutions with a full business law service. As well as the relevant skills and experience, we're looking for people who are innovative, commercial and value the work that they do. To attract the best people, we strive to create a diverse and inclusive environment where everyone can bring their whole selves to work, have a sense of belonging, and realize their full career potential. We value difference and actively promote a culture of respect for each individual, encouraging and creating inclusion. Our new hybrid working model allows our people to have more flexibility in the way they choose to work from both the office and a remote location, while continuing to deliver the highest standards of service. We offer a range of family friendly and inclusive employment policies and provide access to programmes and services aimed at nurturing our people's health and overall wellbeing. The Team This is a permanent Risk Advisory role within our established practice. The practice is now in a renewed phase of growth. As a practice we specialise in a broad range of technical risk and compliance advisory services - focused on regulatory risk - with clients that sit alongside Norton Rose Fulbright's Global Financial Services Regulatory offering. The team is staffed with a mix of compliance and risk consultants and lawyers from across the industry including former regulators, industry practitioners and experienced consultants. Our strong relationship with our traditional in-house legal teams means we offer a fully integrated service. This integration is key to our success as a practice. The team specialises in providing operationally focused regulatory and risk advice, assurance and remediation solutions to clients. It covers a broad range of activities for a diverse mix of premium financial services clients. We are also increasingly supporting broader markets looking for risk-based advisory services. Work can include assisting businesses to achieve regulatory authorisation, building, evaluating and enhancing compliance, risk and governance frameworks, undertaking systems and controls assessments, conducting shadow regulatory reviews, designing and delivering training to Boards, management and staff on risk and regulatory matters to performing remediation services. We have also developed a strong footprint in AML/financial crime and ESG solutions. The team works across EMEA and with global colleagues in other key markets including North America and the Asia Pacific region. The Role Working with the Managing Director of Risk Advisory (EMEA), Team Leaders and the wider Financial Services Partnership to deliver the strategy for the Risk Advisory practice - including collaborating closely with colleagues from our other global offices. Supporting the delivery of a variety of regulatory authorisation, risk and compliance advisory, assurance and remediation engagements with clients in the UK and internationally. Contributing to and leading on business development activities designed to strengthen the overall client base of the Risk Advisory practice. Using industry/consulting experience to support the identification and execution of commercial opportunities, leveraging existing networks and knowledge. Supporting the process of winning regulatory and risk focused projects with clients. Working with other parts of Norton Rose Fulbright and support the identification of cross departmental opportunities. Maintaining, help servicing, and developing client relationships. Key Responsibilities This role requires an individual who has broad risk, regulatory and compliance experience working in either wholesale/asset management (buy and/or sell-side) or commercial/retail financial services and payments providers. The role holder will be able to support the development and management of client relationships, contribute to the winning and delivery of risk consulting projects and work collaboratively with other members of the Risk Consulting practice to deliver pragmatic and value-adding solutions to clients' challenges. This may include, but not be limited to, supporting clients that are seeking to achieve regulatory authorisation, assisting clients with the development, review and assessment of their risk and compliance frameworks, undertaking design and operating effectiveness reviews of clients' systems and controls arrangements and supporting the delivery of remediation projects. The individual will be expected to contribute to and lead on business development initiatives in order to develop and strengthen the Risk Consulting practice's client base and support the building of strong relationships across NRF. Key Skills and Experience Experience and knowledge of regulatory compliance and risk matters within a financial services environment (gained from a consulting business, financial institution or regulator). Strong knowledge of the UK/European financial services regulatory regime and its application in practice across either wholesale or retail financial services markets (gained from a consulting business, financial institution or regulator). Ability to apply technical knowledge and experience on regulatory compliance and risk matters in a clear and practical manner through clear and precise written and verbal communication to support the delivery of client engagements and business development activities. Ability to build and cultivate strong, trusted relationships through working collaboratively with colleagues and clients. Ability to influence senior stakeholders. Highly motivated, with a proven ability to work on own initiative (where required) within a fast- paced, high pressure work environment. Willingness to work outside of immediate areas of expertise (where required) with appropriate supervision. Ability to work flexibly and manage competing priorities. We welcome applications from experienced consultants, industry practitioners, regulators and legal professionals. Proven track record of supporting the delivery of projects, including managing to time and budget and in delivering robust and sustainable solutions. Excellent presentation and interpersonal skills. Excellent standard of written communication and drafting, including the ability to use software such as PowerPoint and Excel. Diversity, Equity and Inclusion
May 01, 2024
Full time
Practice Group / Department: Corporate Team FS - London Job Description We're Norton Rose Fulbright - a global law firm with over 50 offices and 7,000 employees worldwide. We provide the world's preeminent corporations and financial institutions with a full business law service. As well as the relevant skills and experience, we're looking for people who are innovative, commercial and value the work that they do. To attract the best people, we strive to create a diverse and inclusive environment where everyone can bring their whole selves to work, have a sense of belonging, and realize their full career potential. We value difference and actively promote a culture of respect for each individual, encouraging and creating inclusion. Our new hybrid working model allows our people to have more flexibility in the way they choose to work from both the office and a remote location, while continuing to deliver the highest standards of service. We offer a range of family friendly and inclusive employment policies and provide access to programmes and services aimed at nurturing our people's health and overall wellbeing. The Team This is a permanent Risk Advisory role within our established practice. The practice is now in a renewed phase of growth. As a practice we specialise in a broad range of technical risk and compliance advisory services - focused on regulatory risk - with clients that sit alongside Norton Rose Fulbright's Global Financial Services Regulatory offering. The team is staffed with a mix of compliance and risk consultants and lawyers from across the industry including former regulators, industry practitioners and experienced consultants. Our strong relationship with our traditional in-house legal teams means we offer a fully integrated service. This integration is key to our success as a practice. The team specialises in providing operationally focused regulatory and risk advice, assurance and remediation solutions to clients. It covers a broad range of activities for a diverse mix of premium financial services clients. We are also increasingly supporting broader markets looking for risk-based advisory services. Work can include assisting businesses to achieve regulatory authorisation, building, evaluating and enhancing compliance, risk and governance frameworks, undertaking systems and controls assessments, conducting shadow regulatory reviews, designing and delivering training to Boards, management and staff on risk and regulatory matters to performing remediation services. We have also developed a strong footprint in AML/financial crime and ESG solutions. The team works across EMEA and with global colleagues in other key markets including North America and the Asia Pacific region. The Role Working with the Managing Director of Risk Advisory (EMEA), Team Leaders and the wider Financial Services Partnership to deliver the strategy for the Risk Advisory practice - including collaborating closely with colleagues from our other global offices. Supporting the delivery of a variety of regulatory authorisation, risk and compliance advisory, assurance and remediation engagements with clients in the UK and internationally. Contributing to and leading on business development activities designed to strengthen the overall client base of the Risk Advisory practice. Using industry/consulting experience to support the identification and execution of commercial opportunities, leveraging existing networks and knowledge. Supporting the process of winning regulatory and risk focused projects with clients. Working with other parts of Norton Rose Fulbright and support the identification of cross departmental opportunities. Maintaining, help servicing, and developing client relationships. Key Responsibilities This role requires an individual who has broad risk, regulatory and compliance experience working in either wholesale/asset management (buy and/or sell-side) or commercial/retail financial services and payments providers. The role holder will be able to support the development and management of client relationships, contribute to the winning and delivery of risk consulting projects and work collaboratively with other members of the Risk Consulting practice to deliver pragmatic and value-adding solutions to clients' challenges. This may include, but not be limited to, supporting clients that are seeking to achieve regulatory authorisation, assisting clients with the development, review and assessment of their risk and compliance frameworks, undertaking design and operating effectiveness reviews of clients' systems and controls arrangements and supporting the delivery of remediation projects. The individual will be expected to contribute to and lead on business development initiatives in order to develop and strengthen the Risk Consulting practice's client base and support the building of strong relationships across NRF. Key Skills and Experience Experience and knowledge of regulatory compliance and risk matters within a financial services environment (gained from a consulting business, financial institution or regulator). Strong knowledge of the UK/European financial services regulatory regime and its application in practice across either wholesale or retail financial services markets (gained from a consulting business, financial institution or regulator). Ability to apply technical knowledge and experience on regulatory compliance and risk matters in a clear and practical manner through clear and precise written and verbal communication to support the delivery of client engagements and business development activities. Ability to build and cultivate strong, trusted relationships through working collaboratively with colleagues and clients. Ability to influence senior stakeholders. Highly motivated, with a proven ability to work on own initiative (where required) within a fast- paced, high pressure work environment. Willingness to work outside of immediate areas of expertise (where required) with appropriate supervision. Ability to work flexibly and manage competing priorities. We welcome applications from experienced consultants, industry practitioners, regulators and legal professionals. Proven track record of supporting the delivery of projects, including managing to time and budget and in delivering robust and sustainable solutions. Excellent presentation and interpersonal skills. Excellent standard of written communication and drafting, including the ability to use software such as PowerPoint and Excel. Diversity, Equity and Inclusion
The Business AAB is a tech-enabled business critical services group, providing services that help businesses at every stage of the lifecycle, helping them manage the critical elements that make businesses tick - their people and their finances. AAB are focused on people. They believe in the resilience of the human spirit; that with bravery, hard work and perseverance, people can accomplish amazing things. AAB are human, passionate, bold, motivational, positive, empathetic, driven and straight-talking. The Team At AAB we pride ourselves on providing everyone with an inspiring career opportunity. Our culture keeps the layers simple and the relationship personal. We know that our success is down to one thing, our people, and we make sure looking after our people is at the heart of everything we do. Our Corporate Tax Team are experiencing increasing opportunities and this provide opportunities for corporate tax professionals to support our client's to achieve their goals in a tax efficient manner. Does AAB sound like a good fit for you? We currently have an opening for a Corporate Tax Manager to join our Edinburgh Corporate Tax team. THE ROLE Corporate Tax Manager - Edinburgh Purpose of the role/key responsibilities: Actively manage and control the delivery of all aspects of assignments for a variety of clients, including resourcing the assignments and setting timescales and budgets, liaison between departments of the firm, and presentation of work to clients Develop expertise and undertake detailed technical research of an advanced nature as required, and present this clearly at client meetings or in written form, offer practical solutions and recommendations with due regard for risk Take responsibility for the timely delivery of advisory and compliance services to your clients Line management responsibility of junior staff including monitoring the progress and quality of their work, providing guidance, feedback and on the job training as required. Ensuring effective delegation of work to team members Enforce the firms procedures and culture in relation to feedback, accountability and coaching Work in an agile way to manage workload and ensure delivery to the clients' satisfaction Make effective business decisions in relation to the management of your team Manage the key performance indicators for yourself and your team Play an active role in the sustainability, development and growth of the firm Identify areas and recommendations for improvement in respect of the technology enabled corporation tax compliance process and procedures across the AAB Group Be a primary contact for colleagues, clients, their professional team and your own business network, creating and obtaining referrals for work Identify and progress opportunities to promote the business in the marketplace, seeking new opportunities for the firm and securing new work, with the support of the business development team Be an ambassador for the firm, taking opportunities for networking and client entertaining events Identify where the firm is exposed to risk, look for efficiencies, improve procedures, propose recommendations and solutions and take a leading role in the implementation of change Demonstrate commercial awareness Experience and skill set required for the role: CA, or equivalent, ATT or CTA (or breadth of knowledge equivalent to CTA) Professional, technical and pro-active approach to delivering tax advice to clients Strong written and verbal communication skills Excellent attention to detail The ability to build strong relationships Previous line management experience is desirable Experience of Microsoft Office packages (Word, Excel, MS Outlook). Experience of using Alphatax preferred The Benefits Over the years, AAB has been recognised for its excellent working practices by some of the most prestigious award bodies in the UK. We pride ourselves in the fact that our approach across the AAB Group has gained an excellent reputation and is loved by our employees. Some of our benefits are Hybrid, agile and family friendly working practices to enable you to manage your work life alongside your home life Full payment of Private Healthcare for you and your family Private Dental Care Workplace pension Enhanced Maternity and Paternity Pay Ongoing personalised coaching and mentoring programmes to maximise your potential Regular updates from our Health & Wellbeing team, access to all Headspace resources and Employee Assistance Programme as well as access to trained Mental Health First Aiders We're energetic people who like nothing more than having a bit of fun; with our Social Club organising frequent staff events and initiatives Volunteering leave through the Anderson Anderson & Brown Charitable Initiative (AABIE) Financial rewards for helping AAB to grow our client portfolio Reimbursement of your professional subscription and fully funded study leave for all students Life Assurance Generous Employee Referral Bonus Paid sick leave Electric Vehicle Salary Sacrifice Scheme Cycle to Work Scheme Dress for your day Various groups to become involved in such as LGBTQ+, Environmental, Social and Governance, Working Families and Menopause Regular communication from our leadership team regarding AAB Group activities and initiatives JBRP1_UKTJ
Apr 30, 2024
Full time
The Business AAB is a tech-enabled business critical services group, providing services that help businesses at every stage of the lifecycle, helping them manage the critical elements that make businesses tick - their people and their finances. AAB are focused on people. They believe in the resilience of the human spirit; that with bravery, hard work and perseverance, people can accomplish amazing things. AAB are human, passionate, bold, motivational, positive, empathetic, driven and straight-talking. The Team At AAB we pride ourselves on providing everyone with an inspiring career opportunity. Our culture keeps the layers simple and the relationship personal. We know that our success is down to one thing, our people, and we make sure looking after our people is at the heart of everything we do. Our Corporate Tax Team are experiencing increasing opportunities and this provide opportunities for corporate tax professionals to support our client's to achieve their goals in a tax efficient manner. Does AAB sound like a good fit for you? We currently have an opening for a Corporate Tax Manager to join our Edinburgh Corporate Tax team. THE ROLE Corporate Tax Manager - Edinburgh Purpose of the role/key responsibilities: Actively manage and control the delivery of all aspects of assignments for a variety of clients, including resourcing the assignments and setting timescales and budgets, liaison between departments of the firm, and presentation of work to clients Develop expertise and undertake detailed technical research of an advanced nature as required, and present this clearly at client meetings or in written form, offer practical solutions and recommendations with due regard for risk Take responsibility for the timely delivery of advisory and compliance services to your clients Line management responsibility of junior staff including monitoring the progress and quality of their work, providing guidance, feedback and on the job training as required. Ensuring effective delegation of work to team members Enforce the firms procedures and culture in relation to feedback, accountability and coaching Work in an agile way to manage workload and ensure delivery to the clients' satisfaction Make effective business decisions in relation to the management of your team Manage the key performance indicators for yourself and your team Play an active role in the sustainability, development and growth of the firm Identify areas and recommendations for improvement in respect of the technology enabled corporation tax compliance process and procedures across the AAB Group Be a primary contact for colleagues, clients, their professional team and your own business network, creating and obtaining referrals for work Identify and progress opportunities to promote the business in the marketplace, seeking new opportunities for the firm and securing new work, with the support of the business development team Be an ambassador for the firm, taking opportunities for networking and client entertaining events Identify where the firm is exposed to risk, look for efficiencies, improve procedures, propose recommendations and solutions and take a leading role in the implementation of change Demonstrate commercial awareness Experience and skill set required for the role: CA, or equivalent, ATT or CTA (or breadth of knowledge equivalent to CTA) Professional, technical and pro-active approach to delivering tax advice to clients Strong written and verbal communication skills Excellent attention to detail The ability to build strong relationships Previous line management experience is desirable Experience of Microsoft Office packages (Word, Excel, MS Outlook). Experience of using Alphatax preferred The Benefits Over the years, AAB has been recognised for its excellent working practices by some of the most prestigious award bodies in the UK. We pride ourselves in the fact that our approach across the AAB Group has gained an excellent reputation and is loved by our employees. Some of our benefits are Hybrid, agile and family friendly working practices to enable you to manage your work life alongside your home life Full payment of Private Healthcare for you and your family Private Dental Care Workplace pension Enhanced Maternity and Paternity Pay Ongoing personalised coaching and mentoring programmes to maximise your potential Regular updates from our Health & Wellbeing team, access to all Headspace resources and Employee Assistance Programme as well as access to trained Mental Health First Aiders We're energetic people who like nothing more than having a bit of fun; with our Social Club organising frequent staff events and initiatives Volunteering leave through the Anderson Anderson & Brown Charitable Initiative (AABIE) Financial rewards for helping AAB to grow our client portfolio Reimbursement of your professional subscription and fully funded study leave for all students Life Assurance Generous Employee Referral Bonus Paid sick leave Electric Vehicle Salary Sacrifice Scheme Cycle to Work Scheme Dress for your day Various groups to become involved in such as LGBTQ+, Environmental, Social and Governance, Working Families and Menopause Regular communication from our leadership team regarding AAB Group activities and initiatives JBRP1_UKTJ