TPF Recruitment are supporting a fantastic firm of chartered accountants based in Sidcup who are searching for a Personal Tax Manager/ Senior Manager to join their tax team. This is an excellent opportunity to join one of Kent's leading accountancy practices in an exciting position offering fantastic exposure and future progression prospects. Our client is also open to part time applicants and is also offering flexible working hours and a hybrid working pattern. There is a lot of flexible on the remit of the position and a large proportion of the responsibilities will be built around the candidates experience and aspirations. You will be responsible for: Managing a portfolio of personal clients with complex tax affairs, focusing on UK individuals, HNWIs, and some trusts. Tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues Reviewing and completing more complex tax returns Overseeing your teams compliance function and making sure all deadlines are met Manage HMRC enquiries and dealing with HMRC correspondence of both compliance and advisory nature Managing junior members of staff including helping them with technical and personal development Supporting the Director's with the growth and development of the tax department Requirements Ideally CTA and/or, ATT/ACA/ACCA qualified, you will have developed a personal tax career within an accountancy practice or specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will likely have focused down the personal tax route with a strong compliance and tax planning skill set. Benefits 55,000 - 70,000 dependent on experience and background, negotiable. 25 days annual leave + bank holidays Auto Enrolment Pension Scheme Informal annual bonus scheme Private Healthcare Work Mobile Phone Critical Illness cover Death in Service Scheme x4 Interest free loan Commission on new clients Hybrid and flexible working
Jun 28, 2025
Full time
TPF Recruitment are supporting a fantastic firm of chartered accountants based in Sidcup who are searching for a Personal Tax Manager/ Senior Manager to join their tax team. This is an excellent opportunity to join one of Kent's leading accountancy practices in an exciting position offering fantastic exposure and future progression prospects. Our client is also open to part time applicants and is also offering flexible working hours and a hybrid working pattern. There is a lot of flexible on the remit of the position and a large proportion of the responsibilities will be built around the candidates experience and aspirations. You will be responsible for: Managing a portfolio of personal clients with complex tax affairs, focusing on UK individuals, HNWIs, and some trusts. Tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues Reviewing and completing more complex tax returns Overseeing your teams compliance function and making sure all deadlines are met Manage HMRC enquiries and dealing with HMRC correspondence of both compliance and advisory nature Managing junior members of staff including helping them with technical and personal development Supporting the Director's with the growth and development of the tax department Requirements Ideally CTA and/or, ATT/ACA/ACCA qualified, you will have developed a personal tax career within an accountancy practice or specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will likely have focused down the personal tax route with a strong compliance and tax planning skill set. Benefits 55,000 - 70,000 dependent on experience and background, negotiable. 25 days annual leave + bank holidays Auto Enrolment Pension Scheme Informal annual bonus scheme Private Healthcare Work Mobile Phone Critical Illness cover Death in Service Scheme x4 Interest free loan Commission on new clients Hybrid and flexible working
As a Sales Advisor within our branches, you are pivotal to the success of the business. You will build relationships with trade customers on a regular basis both in person in the branch and over the phone, aiming to win new business and cement relationships with existing trade customers ultimately delivering on our customer promise. Why work for LKQ People First:We value our employees just as much as our customers. Work-Life Balance:Flexible working options to support your lifestyle. Career Growth:Genuine opportunities for progression in a thriving industry. Passion for Excellence:Join a team dedicated to being the best at what we do. Key Responsibilities Build relationships with customers aiming to win sales, improve margin and have excellent customer service within the branch Become an expert in LKQ Euro Car Parts product offerings to customers and be seen as the trusted advisor Working collaboratively with the other areas of the branch, ensuring that the customer needs are met Ensure all call backs are completed in a timely manner Work closely with other internal teams across the business to understand our products and be one step ahead of our customer needs Work with the Warehouse Supervisor to understand customer returns and look to reduce our return rate by building better relationships with our customers Utilising relevant business data to understand the opportunities across all customer bands and product groups Skills and Experience Great communication skills demonstrate the ability to develop customer relationships and drive customer connectivity High levels of focus, energy and drive Good business acumen Always delivering best in class service to establish customer experience excellence What we offer Competitive Salary- We regularly review our salaries to keep your earnings competitive. Enhanced Annual Leave - Enjoy a great work-life balance with plenty of time off to recharge. Exciting Career Growth- Unlock personal development and career opportunities across the UK & Europe. Pension Contributions - We invest in your future with our contributory pension scheme. Life Assurance for Peace of Mind- Providing financial security for you and your loved ones. 24/7 Employee Assistance Programme- Confidential support for you and your family, whenever you need it. Exclusive Gym Discounts- Stay fit and healthy with reduced memberships at top health clubs. Comprehensive Healthcare Perks- Access an online GP, a hospital plan, and other wellness benefits. Cycle to Work Scheme- Save money while staying active with tax-free bike purchases. Retail & Staff Discounts- Enjoy exclusive savings on popular brands and products.
Jun 28, 2025
Full time
As a Sales Advisor within our branches, you are pivotal to the success of the business. You will build relationships with trade customers on a regular basis both in person in the branch and over the phone, aiming to win new business and cement relationships with existing trade customers ultimately delivering on our customer promise. Why work for LKQ People First:We value our employees just as much as our customers. Work-Life Balance:Flexible working options to support your lifestyle. Career Growth:Genuine opportunities for progression in a thriving industry. Passion for Excellence:Join a team dedicated to being the best at what we do. Key Responsibilities Build relationships with customers aiming to win sales, improve margin and have excellent customer service within the branch Become an expert in LKQ Euro Car Parts product offerings to customers and be seen as the trusted advisor Working collaboratively with the other areas of the branch, ensuring that the customer needs are met Ensure all call backs are completed in a timely manner Work closely with other internal teams across the business to understand our products and be one step ahead of our customer needs Work with the Warehouse Supervisor to understand customer returns and look to reduce our return rate by building better relationships with our customers Utilising relevant business data to understand the opportunities across all customer bands and product groups Skills and Experience Great communication skills demonstrate the ability to develop customer relationships and drive customer connectivity High levels of focus, energy and drive Good business acumen Always delivering best in class service to establish customer experience excellence What we offer Competitive Salary- We regularly review our salaries to keep your earnings competitive. Enhanced Annual Leave - Enjoy a great work-life balance with plenty of time off to recharge. Exciting Career Growth- Unlock personal development and career opportunities across the UK & Europe. Pension Contributions - We invest in your future with our contributory pension scheme. Life Assurance for Peace of Mind- Providing financial security for you and your loved ones. 24/7 Employee Assistance Programme- Confidential support for you and your family, whenever you need it. Exclusive Gym Discounts- Stay fit and healthy with reduced memberships at top health clubs. Comprehensive Healthcare Perks- Access an online GP, a hospital plan, and other wellness benefits. Cycle to Work Scheme- Save money while staying active with tax-free bike purchases. Retail & Staff Discounts- Enjoy exclusive savings on popular brands and products.
At Deloitte, we don't just implement SAP solutions - we empower our clients to lead in the digital age. Our teams blend deep industry expertise across audit and assurance, strategy, risk and transactions, technology and transformation consulting, and tax and legal with a passion for leveraging SAP technologies to unlock new possibilities. We hand-pick exceptional SAP specialists who thrive on tackling complex challenges and driving impactful outcomes. Our collaborative spirit, fueled by our shared values of leadership, integrity, care, inclusion, and collaboration, ensures we deliver measurable results that matter. When you partner with Deloitte SAP, you're choosing a team dedicated to your success, every step of the way. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, we lead the way , serve with integrity , take care of each other , fosterinclusion , and collaborate for measurable impact . These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Your expertise on these will help accomplish all good things possible. Technical Skills : Integration Expertise: Proven ability to design and develop integration solutions between SAP and third-party systems, including experience with: Middleware platforms (e.g., MuleSoft, Dell Boomi). Creating and maintaining integration flows, mappings, and adapters for cloud and on-premise applications. Troubleshooting and Support: Strong debugging and problem-solving skills to monitor, diagnose, and resolve integration issues, ensuring system stability and performance. Documentation and Compliance: Experience in preparing technical documentation and adhering to best practices and security standards. Additional Skills: SAP Knowledge: Basic understanding of SAP ECC and S/4HANA. Soft Skills: Excellent analytical, problem-solving, and communication skills. Ability to work independently and as part of a team. Familiarity with AEM (Advanced Event Mesh). Experience with Integration Advisor and the Integration Solution Advisory Methodology (ISA-M). Connect to your skills and professional experience All candidates must be UK security cleared to SC level or be willing/eligible to be security cleared Proven Integration Experience : You've successfully delivered 2 end-to-end integration implementations or worked in end user support role, ensuring seamless integration. You're passionate about developing and implementing integration solutions that drive business processes. You possess a deep technical understanding of SAP middle wares, integration strategies, and best practices. SAP PI/PO, Cloud Integration, Groovy Scripts, Node.js. Proactively engage in client discussions, confidently providing technical insights and raising potential challenges and risks to support informed decision-making. SAP Integration Suite Certifications or equivalent. Data Transformation Expertise: Proficiency in data transformation techniques, languages (XSLT, JSON, XML), Groovy Scripts and relevant tools. EDI, SFTP, B2B integration, and third party middleware (MuleSoft, Dell Bhoomi etc.) CAP Programming: Knowledge of and experience with Cloud Application Programming Model (CAP) for developing service-based applications. Connect to your business - Technology and Transformation Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters. Enterprise, Technology and Performance Our clients want to achieve maximum value from digital transformation investments in Finance, Supply Chain and IT operations. That's where we come in. By taking a holistic view of performance improvement, including strategy, process design and technology enablement, we support the smooth operation of transformations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "Our team is a very friendly, inclusive, and supportive group with some of the smartest and most professional people who will always encourage you to play to your strengths. The projects are not only very interesting and challenging but you also get to see the impact you have made on the client in real-time. Along with the meaningful work, you also have access to learning and development opportunities, social events, CSR programmes, and most importantly your well-being." - Vandana, Technology & Transformation Our hybrid working policy You'll be based in Bristol, Manchester or Newcastle with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers WPFULL SLTTECH BAENTER LOCBRI LOCMAN LOCNEW
Jun 28, 2025
Full time
At Deloitte, we don't just implement SAP solutions - we empower our clients to lead in the digital age. Our teams blend deep industry expertise across audit and assurance, strategy, risk and transactions, technology and transformation consulting, and tax and legal with a passion for leveraging SAP technologies to unlock new possibilities. We hand-pick exceptional SAP specialists who thrive on tackling complex challenges and driving impactful outcomes. Our collaborative spirit, fueled by our shared values of leadership, integrity, care, inclusion, and collaboration, ensures we deliver measurable results that matter. When you partner with Deloitte SAP, you're choosing a team dedicated to your success, every step of the way. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, we lead the way , serve with integrity , take care of each other , fosterinclusion , and collaborate for measurable impact . These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Your expertise on these will help accomplish all good things possible. Technical Skills : Integration Expertise: Proven ability to design and develop integration solutions between SAP and third-party systems, including experience with: Middleware platforms (e.g., MuleSoft, Dell Boomi). Creating and maintaining integration flows, mappings, and adapters for cloud and on-premise applications. Troubleshooting and Support: Strong debugging and problem-solving skills to monitor, diagnose, and resolve integration issues, ensuring system stability and performance. Documentation and Compliance: Experience in preparing technical documentation and adhering to best practices and security standards. Additional Skills: SAP Knowledge: Basic understanding of SAP ECC and S/4HANA. Soft Skills: Excellent analytical, problem-solving, and communication skills. Ability to work independently and as part of a team. Familiarity with AEM (Advanced Event Mesh). Experience with Integration Advisor and the Integration Solution Advisory Methodology (ISA-M). Connect to your skills and professional experience All candidates must be UK security cleared to SC level or be willing/eligible to be security cleared Proven Integration Experience : You've successfully delivered 2 end-to-end integration implementations or worked in end user support role, ensuring seamless integration. You're passionate about developing and implementing integration solutions that drive business processes. You possess a deep technical understanding of SAP middle wares, integration strategies, and best practices. SAP PI/PO, Cloud Integration, Groovy Scripts, Node.js. Proactively engage in client discussions, confidently providing technical insights and raising potential challenges and risks to support informed decision-making. SAP Integration Suite Certifications or equivalent. Data Transformation Expertise: Proficiency in data transformation techniques, languages (XSLT, JSON, XML), Groovy Scripts and relevant tools. EDI, SFTP, B2B integration, and third party middleware (MuleSoft, Dell Bhoomi etc.) CAP Programming: Knowledge of and experience with Cloud Application Programming Model (CAP) for developing service-based applications. Connect to your business - Technology and Transformation Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters. Enterprise, Technology and Performance Our clients want to achieve maximum value from digital transformation investments in Finance, Supply Chain and IT operations. That's where we come in. By taking a holistic view of performance improvement, including strategy, process design and technology enablement, we support the smooth operation of transformations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "Our team is a very friendly, inclusive, and supportive group with some of the smartest and most professional people who will always encourage you to play to your strengths. The projects are not only very interesting and challenging but you also get to see the impact you have made on the client in real-time. Along with the meaningful work, you also have access to learning and development opportunities, social events, CSR programmes, and most importantly your well-being." - Vandana, Technology & Transformation Our hybrid working policy You'll be based in Bristol, Manchester or Newcastle with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers WPFULL SLTTECH BAENTER LOCBRI LOCMAN LOCNEW
CBSbutler Holdings Limited trading as CBSbutler
Wrecclesham, Surrey
Our client, a top 40 accountancy practice with offices across Central and Southern England have a new opportunity for a Private Client Tax Advisor to join their Farnham Private Client Tax team. This is a permanent full-time role with hybrid and flexible working options available. We would like to hear from you if you have UK practice experience, have worked in a similar role, have some accounts experience and ideally ATT qualified. About the job: You will work closely with Partners to support a wide variety of personal and business clients, complete tax returns and P11D compliance as well as support internal business development activities. You will manage a portfolio of personal tax clients and you will be encouraged to attend client meetings . You will also provide assistance to junior members of the team. You will deal with HMRC correspondence and manage queries on behalf your clients. What you can expect: In return you can expect to work for an employer who is on a strong growth trajectory. You will have a range of attractive benefits available to you and you will be offered hybrid working after successful completion of your probation period. You will also have the opportunity to flex your hours around the core working hours of 10-4. For an opportunity to work for a standout organisation we would love to hear from you.
Jun 28, 2025
Full time
Our client, a top 40 accountancy practice with offices across Central and Southern England have a new opportunity for a Private Client Tax Advisor to join their Farnham Private Client Tax team. This is a permanent full-time role with hybrid and flexible working options available. We would like to hear from you if you have UK practice experience, have worked in a similar role, have some accounts experience and ideally ATT qualified. About the job: You will work closely with Partners to support a wide variety of personal and business clients, complete tax returns and P11D compliance as well as support internal business development activities. You will manage a portfolio of personal tax clients and you will be encouraged to attend client meetings . You will also provide assistance to junior members of the team. You will deal with HMRC correspondence and manage queries on behalf your clients. What you can expect: In return you can expect to work for an employer who is on a strong growth trajectory. You will have a range of attractive benefits available to you and you will be offered hybrid working after successful completion of your probation period. You will also have the opportunity to flex your hours around the core working hours of 10-4. For an opportunity to work for a standout organisation we would love to hear from you.
Tax Director (Partner Designate) - Belfast MCS Group are looking for a Tax Director (Partner Designate) to join a well established accountancy practice based in Belfast. The Company: Our client is a well-established accountancy practice based in Belfast. They provide a range of services including Advisory, Audit & Accounts, Tax & Payroll services to their extensive customer base across NI & Ireland. Now is a great time to be joining the company as they look to add a Tax Director (Partner Designate) due to continued growth of their client base. The Rewards: As the successful Tax Director (Partner Designate) you will receive the following: Negotiable base salary + extensive benefits; Flexible/Hybrid working (3 days office/2 days home); Parking; Opportunity work for a highly reputable and growing business. The Role: As the successful Tax Director (Partner Designate) you will report directly to the Partners and will be responsible for the following: Oversee the tax function; Overseeing all tax matters for a portfolio of clients across NI, ROI & UK; Taking an active role in business development; Developing and supporting a growing team; Other duties as outlined in the full job description. The Person: The successful Tax Director (Partner Designate) will meet the following criteria: ACA, ACCA or CTA qualified; Open to mixed tax, corporate tax or personal tax background; Strong Senior Manager, Associate Director or Director experience; Strong management experience. To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Adam Macklin, Head of Accountancy & Financial Services at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
Jun 27, 2025
Full time
Tax Director (Partner Designate) - Belfast MCS Group are looking for a Tax Director (Partner Designate) to join a well established accountancy practice based in Belfast. The Company: Our client is a well-established accountancy practice based in Belfast. They provide a range of services including Advisory, Audit & Accounts, Tax & Payroll services to their extensive customer base across NI & Ireland. Now is a great time to be joining the company as they look to add a Tax Director (Partner Designate) due to continued growth of their client base. The Rewards: As the successful Tax Director (Partner Designate) you will receive the following: Negotiable base salary + extensive benefits; Flexible/Hybrid working (3 days office/2 days home); Parking; Opportunity work for a highly reputable and growing business. The Role: As the successful Tax Director (Partner Designate) you will report directly to the Partners and will be responsible for the following: Oversee the tax function; Overseeing all tax matters for a portfolio of clients across NI, ROI & UK; Taking an active role in business development; Developing and supporting a growing team; Other duties as outlined in the full job description. The Person: The successful Tax Director (Partner Designate) will meet the following criteria: ACA, ACCA or CTA qualified; Open to mixed tax, corporate tax or personal tax background; Strong Senior Manager, Associate Director or Director experience; Strong management experience. To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Adam Macklin, Head of Accountancy & Financial Services at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
You will be part of a small team of financial accountants for the Barclays Bank UK Retirement Fund (UKRF) pension fund (c200,000 members and c£24bn of assets) responsible for providing financial accounting and administrative support to the UKRF and Barclays Pensions and Benefits cost centres, including: Review of the quarterly and year-end statutory pension fund investment accounting schedules, regulatory and tax reporting, and financial operations (in line with pension scheme accounting standards) prepared by the scheme accountants. Produce the annual budget for the pension scheme, and maintain budgetary and cost control information including the production of cost reporting and budget related papers. To provide operational support on financial, investment and tax activities including related projects. Key Accountabilities To review and analyse pension scheme accounting functions and tax processes for, but not limited to, the following areas: Oversight over the reconciliation of the investment records to ensure the accuracy of the financial information using asset valuations reported by third parties and the custodians, and ensuring the timely resolution of queries.Liaising with in-house investment managers and the custodians on investment operation activity to maintain financial control oversight. Review the scheme's annual report and financial statements including liaising with the external auditor and other stakeholders. Assist with collating information for the quarterly VAT returns and supporting the completion of tax documentation. Management of the production of the annual report and financial statements for investment related entities. Day-to-day management for key suppliers including custodians, auditors and tax advisors. Support preparation of draft papers for governance committees on financial and tax activity. To support the pension scheme's budgetary and cost management activities including: Supporting the production of the pension scheme's annual expenses budget including spend reporting to budget owners, re-forecasts and the production of summary reporting to stakeholders. Produce accurate and timely monthly and quarterly budget reports including variance and trend analysis. Assist with MI for the Pensions and Benefits cost centres. To ensure duties are carried out in full compliance with regulatory requirements, the UKRF's Risk Management Framework and Barclays' internal policies including Ensuring that adequate financial investment controls are designed, documented and operated for all financial entities (UKRF and UKRF's subsidiaries).This includes the ownership of investment controls included in the UKRF's risk register, supporting operational controls to comply with SOX reporting and maintaining the relevant sections of the finance procedures manual. Providing attestations for the operation of controls including IT access control and the administration of finance controls. To review and approve invoice and expense payment instructions. Essential Skills/Basic Qualifications: Professional accounting qualification - ACCA, ACA, CIMA. Knowledge of investment asset classes and investment valuation methodologies. Analytical skills to deal with a variety and large quantity of financial data from various sources. Experienced with Microsoft Office applications especially a strong proficiency in Excel to handle complex data and automate financial reporting. Experience of accounting, financial management and control in a highly regulated environment including use of accounting software. Desirable skills/Preferred Qualifications: Knowledge of pension scheme accounting. Purpose of the role To manage the financial operations of the organisation, ensuring the accuracy, integrity, and reliability of financial reporting. Accountabilities Management of the preparation and presentation of accurate and timely financial statements, and other accounting records in accordance with the relevant accounting standards, rules and regulations. Support in identification,assessment,and mitigation of financial risks, and report on these financial risks to senior colleagues. Development and maintenance of a robust system of internal controls to safeguard assets, ensure that there is no fraudulent misreporting, and ensure the accuracy of financial data, including regular assessment of the effectiveness of internal controls addressing any weaknesses or gaps. . Development and implementation of up-to-date financial policies and procedures to ensure consistent and effective financial practices across the organisation. Management of the selection, implementation, and maintenance of financial systems and software applications, including collaboration with IT colleagues to integrate financial systems with other enterprise systems. Preparation and submission of statutory and regulatory reports to authorities, and provision of support to other departments in their preparation and review of regulatory reports. Coordination with external auditors and regulatory authorities in support of audits and examinations. Assistant Vice President Expectations Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jun 27, 2025
Full time
You will be part of a small team of financial accountants for the Barclays Bank UK Retirement Fund (UKRF) pension fund (c200,000 members and c£24bn of assets) responsible for providing financial accounting and administrative support to the UKRF and Barclays Pensions and Benefits cost centres, including: Review of the quarterly and year-end statutory pension fund investment accounting schedules, regulatory and tax reporting, and financial operations (in line with pension scheme accounting standards) prepared by the scheme accountants. Produce the annual budget for the pension scheme, and maintain budgetary and cost control information including the production of cost reporting and budget related papers. To provide operational support on financial, investment and tax activities including related projects. Key Accountabilities To review and analyse pension scheme accounting functions and tax processes for, but not limited to, the following areas: Oversight over the reconciliation of the investment records to ensure the accuracy of the financial information using asset valuations reported by third parties and the custodians, and ensuring the timely resolution of queries.Liaising with in-house investment managers and the custodians on investment operation activity to maintain financial control oversight. Review the scheme's annual report and financial statements including liaising with the external auditor and other stakeholders. Assist with collating information for the quarterly VAT returns and supporting the completion of tax documentation. Management of the production of the annual report and financial statements for investment related entities. Day-to-day management for key suppliers including custodians, auditors and tax advisors. Support preparation of draft papers for governance committees on financial and tax activity. To support the pension scheme's budgetary and cost management activities including: Supporting the production of the pension scheme's annual expenses budget including spend reporting to budget owners, re-forecasts and the production of summary reporting to stakeholders. Produce accurate and timely monthly and quarterly budget reports including variance and trend analysis. Assist with MI for the Pensions and Benefits cost centres. To ensure duties are carried out in full compliance with regulatory requirements, the UKRF's Risk Management Framework and Barclays' internal policies including Ensuring that adequate financial investment controls are designed, documented and operated for all financial entities (UKRF and UKRF's subsidiaries).This includes the ownership of investment controls included in the UKRF's risk register, supporting operational controls to comply with SOX reporting and maintaining the relevant sections of the finance procedures manual. Providing attestations for the operation of controls including IT access control and the administration of finance controls. To review and approve invoice and expense payment instructions. Essential Skills/Basic Qualifications: Professional accounting qualification - ACCA, ACA, CIMA. Knowledge of investment asset classes and investment valuation methodologies. Analytical skills to deal with a variety and large quantity of financial data from various sources. Experienced with Microsoft Office applications especially a strong proficiency in Excel to handle complex data and automate financial reporting. Experience of accounting, financial management and control in a highly regulated environment including use of accounting software. Desirable skills/Preferred Qualifications: Knowledge of pension scheme accounting. Purpose of the role To manage the financial operations of the organisation, ensuring the accuracy, integrity, and reliability of financial reporting. Accountabilities Management of the preparation and presentation of accurate and timely financial statements, and other accounting records in accordance with the relevant accounting standards, rules and regulations. Support in identification,assessment,and mitigation of financial risks, and report on these financial risks to senior colleagues. Development and maintenance of a robust system of internal controls to safeguard assets, ensure that there is no fraudulent misreporting, and ensure the accuracy of financial data, including regular assessment of the effectiveness of internal controls addressing any weaknesses or gaps. . Development and implementation of up-to-date financial policies and procedures to ensure consistent and effective financial practices across the organisation. Management of the selection, implementation, and maintenance of financial systems and software applications, including collaboration with IT colleagues to integrate financial systems with other enterprise systems. Preparation and submission of statutory and regulatory reports to authorities, and provision of support to other departments in their preparation and review of regulatory reports. Coordination with external auditors and regulatory authorities in support of audits and examinations. Assistant Vice President Expectations Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Account Executive (FlexiPay) We are looking for an Account Executive in our FlexiPay Sales team. This is an exciting opportunity to join our FlexiPay Sales team and play a part in scaling one of Funding Circle's newest products! This is a fantastic starting point to a challenging and rewarding career in B2B sales. Salary: £30,000 + £7,800 OTE Who are we? We're Funding Circle. We back small businesses to succeed. At Funding Circle, we believe the world needs small businesses. That's why we've made it our mission to help them get the finance they need to grow. With more than a decade of expertise under our belt, we've built a game-changer of a platform with cutting-edge data and technology that's reshaping the landscape of SME lending. Say goodbye to lengthy applications and hello to lightning-fast decisions! In just minutes, SMEs across the UK can get a decision, giving them access to competitive funding in a flash. We know that good business is about good people. So we pride ourselves on providing meaningful, human support as well as fast, hassle free processes to deliver an unbeatable customer experience. The role As an Account Executive in FlexiPay, you embody one of our most important selling points: personal support for our customers. Every day you will speak to a diverse range of SME business owners to gain an understanding of their business, find out about their goals and explain how Funding Circle can help in achieving them. You will be: Responsible for driving sign-ups, converting leads and encouraging repeat usage of the product whilst also collecting valuable customer insights that will feed directly into the ongoing development of the FlexiPay product Establishing instant rapport with your customers via telephone & email to cultivate successful relationships Pitching the Funding Circle proposition against alternative funding options available Managing a high-volume, fast-paced pipeline; supporting your clients through each stage of the application Being responsible for your own monthly target and continuously developing & improving your approach to help you get there Proactively problem solving, identifying and confidently mitigating any risks, issues or control weaknesses that arise in your day-to-day What we're looking for Experience of working in a telesales or phone based environment Motivated by success in numbers and driven to achieve your monthly targets Able to easily connect with people and demonstrate natural interpersonal skills - including teamwork! Good organisation skills and ability to manage your workload autonomously Quick to learn and invested in your own development At Funding Circle we are committed to building diverse teams so please apply even if your past experience doesn't align perfectly with the requirements. Want to learn more? We have a huge impact on the businesses that borrow through our platform, the communities they serve and the overall economy (last year £7.2bn of GDP generated). You can read our full Impact Report here: To see what our customers think, visit our Trustpilot page: And we're still evolving! Our award-winning multi-product platform is solving more SME finance challenges than ever before. We think big, rally together and meet the needs of SME customers like no other. Why join us? At Funding Circle, we celebrate and support the differences that make you, you. We're proud to be an equal-opportunity workplace and affirmative-action employer. We truly believe that diversity makes us better . As a flexible-first employer we offer hybrid working at Funding Circle, and we've long believed in a 'best of both' approach to in-office collaboration and non-office days. We expect our teams to be in our London office three times a week, where you can take advantage of our newly refurbished hybrid working space, barista made coffee and subsidised lunches (via JustEat) every day! We back our Circlers to build their own incredible career, making a difference to small businesses every day. Our Circler proposition is designed to support employees both in and out of work, and it is anchored around four pillars: Health, Wealth, Development & Lifestyle. A few highlights: Flexibility: We provide you with a benefit allowance so that you can tailor your benefit selection to you and your family's needs. Health: Private Medical Insurance, Dental Insurance, Health Cash Plan, Health Assessments (including female fertility health assessments), eyecare vouchers, flu jabs, Wellhub (for discounted flexible gym membership and access to wellbeing apps) access to a free Employee Assistance Programme and free Digital GP for yourself and any children under 16. Wealth: Life Assurance, Income Protection, Critical Illness Cover, financial coaching through Octopus Money Coach, a tax-advantaged share scheme, a free mortgage advisor partnership and discounts across numerous retailers through Perks at Work. Development: Dedicated annual Learning & Development allowance and full access to internal learning platform. Lifestyle: Electric Car Scheme, Cycle to Work scheme, Season Ticket Loans, and more! And finally, we have award winning parental leave policies supporting parents through enhanced maternity, partner and adoption leave, as well as additional leave for parental bereavement and for fertility treatments. Ready to make a difference? We'd love to hear from you.
Jun 27, 2025
Full time
Account Executive (FlexiPay) We are looking for an Account Executive in our FlexiPay Sales team. This is an exciting opportunity to join our FlexiPay Sales team and play a part in scaling one of Funding Circle's newest products! This is a fantastic starting point to a challenging and rewarding career in B2B sales. Salary: £30,000 + £7,800 OTE Who are we? We're Funding Circle. We back small businesses to succeed. At Funding Circle, we believe the world needs small businesses. That's why we've made it our mission to help them get the finance they need to grow. With more than a decade of expertise under our belt, we've built a game-changer of a platform with cutting-edge data and technology that's reshaping the landscape of SME lending. Say goodbye to lengthy applications and hello to lightning-fast decisions! In just minutes, SMEs across the UK can get a decision, giving them access to competitive funding in a flash. We know that good business is about good people. So we pride ourselves on providing meaningful, human support as well as fast, hassle free processes to deliver an unbeatable customer experience. The role As an Account Executive in FlexiPay, you embody one of our most important selling points: personal support for our customers. Every day you will speak to a diverse range of SME business owners to gain an understanding of their business, find out about their goals and explain how Funding Circle can help in achieving them. You will be: Responsible for driving sign-ups, converting leads and encouraging repeat usage of the product whilst also collecting valuable customer insights that will feed directly into the ongoing development of the FlexiPay product Establishing instant rapport with your customers via telephone & email to cultivate successful relationships Pitching the Funding Circle proposition against alternative funding options available Managing a high-volume, fast-paced pipeline; supporting your clients through each stage of the application Being responsible for your own monthly target and continuously developing & improving your approach to help you get there Proactively problem solving, identifying and confidently mitigating any risks, issues or control weaknesses that arise in your day-to-day What we're looking for Experience of working in a telesales or phone based environment Motivated by success in numbers and driven to achieve your monthly targets Able to easily connect with people and demonstrate natural interpersonal skills - including teamwork! Good organisation skills and ability to manage your workload autonomously Quick to learn and invested in your own development At Funding Circle we are committed to building diverse teams so please apply even if your past experience doesn't align perfectly with the requirements. Want to learn more? We have a huge impact on the businesses that borrow through our platform, the communities they serve and the overall economy (last year £7.2bn of GDP generated). You can read our full Impact Report here: To see what our customers think, visit our Trustpilot page: And we're still evolving! Our award-winning multi-product platform is solving more SME finance challenges than ever before. We think big, rally together and meet the needs of SME customers like no other. Why join us? At Funding Circle, we celebrate and support the differences that make you, you. We're proud to be an equal-opportunity workplace and affirmative-action employer. We truly believe that diversity makes us better . As a flexible-first employer we offer hybrid working at Funding Circle, and we've long believed in a 'best of both' approach to in-office collaboration and non-office days. We expect our teams to be in our London office three times a week, where you can take advantage of our newly refurbished hybrid working space, barista made coffee and subsidised lunches (via JustEat) every day! We back our Circlers to build their own incredible career, making a difference to small businesses every day. Our Circler proposition is designed to support employees both in and out of work, and it is anchored around four pillars: Health, Wealth, Development & Lifestyle. A few highlights: Flexibility: We provide you with a benefit allowance so that you can tailor your benefit selection to you and your family's needs. Health: Private Medical Insurance, Dental Insurance, Health Cash Plan, Health Assessments (including female fertility health assessments), eyecare vouchers, flu jabs, Wellhub (for discounted flexible gym membership and access to wellbeing apps) access to a free Employee Assistance Programme and free Digital GP for yourself and any children under 16. Wealth: Life Assurance, Income Protection, Critical Illness Cover, financial coaching through Octopus Money Coach, a tax-advantaged share scheme, a free mortgage advisor partnership and discounts across numerous retailers through Perks at Work. Development: Dedicated annual Learning & Development allowance and full access to internal learning platform. Lifestyle: Electric Car Scheme, Cycle to Work scheme, Season Ticket Loans, and more! And finally, we have award winning parental leave policies supporting parents through enhanced maternity, partner and adoption leave, as well as additional leave for parental bereavement and for fertility treatments. Ready to make a difference? We'd love to hear from you.
Principal Consultant - BD. Marketing & Communications - Professional Services (non-legal) Director of Business Development - Bristol Region Top 10 UK Accounting Firm An exciting opportunity has opened with one of the UK's top 10 accounting firm. This is a newly created, senior leadership role focused on driving business development across the Bristol region. Known for helping clients navigate complexity and unlock potential, this firm offers a full suite of services including tax, accountancy, advisory, corporate finance, and restructuring. They are now investing in strategic growth across the South West. About the Role: This is a high-impact position where you'll lead the regional business development strategy, originate new opportunities, and build meaningful partnerships. The role offers the chance to shape commercial direction, collaborate across service lines, and influence the firm's market presence in Bristol and beyond. Key Responsibilities: Originate and convert new business opportunities across the Bristol region. Build and nurture strategic alliances and client relationships. Lead regional sales strategy and pipeline development. Collaborate with partners to develop winning proposals and bids. Champion best practices in sales and marketing integration. Drive commercial performance and exceed personal sales targets. What's Needed: 10+ years of experience in business development or a related field. Strong strategic planning and execution skills. Proven ability to build relationships and influence at senior levels. Commercially astute with deep market insight. Demonstrated leadership and mentoring experience. Excellent communication, negotiation, and presentation skills. A proactive, adaptable, and collaborative approach. Why This Role Stands Out: It's a newly created role with the freedom to shape strategy and impact. You'll be part of a top-tier firm with a strong reputation and ambitious growth plans. The role offers visibility, influence, and the chance to make a lasting mark in the region. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Jun 27, 2025
Full time
Principal Consultant - BD. Marketing & Communications - Professional Services (non-legal) Director of Business Development - Bristol Region Top 10 UK Accounting Firm An exciting opportunity has opened with one of the UK's top 10 accounting firm. This is a newly created, senior leadership role focused on driving business development across the Bristol region. Known for helping clients navigate complexity and unlock potential, this firm offers a full suite of services including tax, accountancy, advisory, corporate finance, and restructuring. They are now investing in strategic growth across the South West. About the Role: This is a high-impact position where you'll lead the regional business development strategy, originate new opportunities, and build meaningful partnerships. The role offers the chance to shape commercial direction, collaborate across service lines, and influence the firm's market presence in Bristol and beyond. Key Responsibilities: Originate and convert new business opportunities across the Bristol region. Build and nurture strategic alliances and client relationships. Lead regional sales strategy and pipeline development. Collaborate with partners to develop winning proposals and bids. Champion best practices in sales and marketing integration. Drive commercial performance and exceed personal sales targets. What's Needed: 10+ years of experience in business development or a related field. Strong strategic planning and execution skills. Proven ability to build relationships and influence at senior levels. Commercially astute with deep market insight. Demonstrated leadership and mentoring experience. Excellent communication, negotiation, and presentation skills. A proactive, adaptable, and collaborative approach. Why This Role Stands Out: It's a newly created role with the freedom to shape strategy and impact. You'll be part of a top-tier firm with a strong reputation and ambitious growth plans. The role offers visibility, influence, and the chance to make a lasting mark in the region. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Associate Tax Director - M&A - Manchester Location: Manchester Type: Permanent Tax Associate Director - Manchester M&A TAX Advisory Salary: £80,000 - £100,000 + Bonus + Benefits We are currently working with a Big 4 accountancy firm in Manchester, looking to expand their M&A team. You will join one of the UK's leading M&A teams, working with large infrastructure funds, Private Equity houses, multinational companies, and emerging capital providers. Your new role: Advising UK and international clients on transaction tax and broader commercial M&A issues, managing a portfolio of high-profile projects. Conducting due diligence related to mergers and acquisitions. What we are looking for: Experience with international clients. Prior M&A tax experience. Interested in learning more? Contact Sam Minor at or email . We are committed to promoting diversity and inclusion. We welcome applicants from all backgrounds and encourage you to let us know if there are any accommodations needed during the recruitment process.
Jun 27, 2025
Full time
Associate Tax Director - M&A - Manchester Location: Manchester Type: Permanent Tax Associate Director - Manchester M&A TAX Advisory Salary: £80,000 - £100,000 + Bonus + Benefits We are currently working with a Big 4 accountancy firm in Manchester, looking to expand their M&A team. You will join one of the UK's leading M&A teams, working with large infrastructure funds, Private Equity houses, multinational companies, and emerging capital providers. Your new role: Advising UK and international clients on transaction tax and broader commercial M&A issues, managing a portfolio of high-profile projects. Conducting due diligence related to mergers and acquisitions. What we are looking for: Experience with international clients. Prior M&A tax experience. Interested in learning more? Contact Sam Minor at or email . We are committed to promoting diversity and inclusion. We welcome applicants from all backgrounds and encourage you to let us know if there are any accommodations needed during the recruitment process.
With an enduring pipeline of exciting financial modelling assignments and advisory mandates, an opportunity has opened to join our financial modelling team This role offers an opportunity to build an extensive knowledge of financial modelling to complement their existing strong accounting, finance, and Excel skills, whilst also developing client-facing, project management and consulting competence. We offer a diverse, welcoming and supportive working environment. Upon completion of our in-house training programme, you will benefit from immediate 'on the job' experience that comes with working for a small, dynamic company. The role requires working to tight deadlines, prioritising workload, project management and providing a high level of client service at all times. The level of responsibility you will be given will only be limited by your willingness to learn and to take on new challenges. As your familiarity with best practice financial modelling increases, the opportunity to support junior members of our team through mentoring and on-the-job training will arise. Learn more Duties & Experience Duties The responsibilities for this role are broad and not restricted to simply modelling all-day, every-day. We like to form well-rounded individuals who are technically proficient, but are also commercially astute, and able to apply themselves to wider business initiatives. The key responsibilities are: Working with senior team members to scope, design and develop complex financial models for financing transactions and operational infrastructure assets and companies Responding to day-to-day queries raised by clients and other advisers in respect of these financial models and participation in client meetings Assisting our financial advisory team on live transactions, primarily in a financial modelling and analysis capacity but sometimes through wider commercial input (e.g. reviewing key documentation) Upon gaining sufficient experience, develop and train junior team members Contributing to business development initiatives (attending industry events, market research, networking with similar-level peers working for our clients and prospective clients) Experience We are looking for talented and well-rounded individuals, although there is no 'correct' background, the following experience is helpful in ensuring you are fully equipped for the role: Minimum 2 years' experience in a role with exposure to corporate/project finance transactions and/or accounting/tax related work (e.g. at an advisory firm, bank, professional services firm etc.); and Previous experience of developing and/or reviewing and/or maintaining financial models; and Minimum 2:1 undergraduate degree from a leading university (exceptional candidates without such qualifications will be considered); or Holder of ACA, CFA or other accounting/finance related qualification Some key skills we look for are: Experience and desire to use Microsoft Excel as a tool for problem solving Strong numerical and analytical skills, combined with sound commercial awareness Excellent attention to detail Well-developed communication skills (verbal and written English) Ability to operate effectively as part of a small project team with both senior and junior colleagues Ability to operate confidently in front of clients and build credible relationships at all levels Ability to work independently and prioritise workload without significant direction and under pressure Ability to quickly grasp complex concepts and convey these succinctly, clearly, and confidently Comfortable developing solutions where client requirements are unclear, or where these change at short notice Learn more Why EvoInfra? Life at EvoInfa gives you the opportunity to thrive in a dynamic, entrepreneurial and supportive environment, providing an invaluable platform to further your career in infrastructure finance Early Exposure Our analysts put their new skills to use on live projects from the start with the support of experienced colleagues Small Team Our flat structure and compact team means analysts can make an impact and are noticed rather than being just another 'cog in the wheel' Progression Your development is solely based on your drive and commitment to succeed and an attitude to go 'above-and-beyond' You will join a growing team of analysts contributing to a vibrant collegiate feel, producing quality output within an enjoyable working atmosphere Bespoke Training Although we employ best-in-class methods for training our analysts, we appreciate people learn in different ways and we adapt to this Study Our analysts are encouraged to study for the ACA/CFA qualifications, with company support provided, including study-leave Join Us! Apply Now We're constantly searching for talented individuals to join our growing and diverse team. If the role we've described resonates with you, we'd love to hear from you! Simply apply here with your current CV and a cover letter sharing your background and why you think this role is a great fit for you. Contact Us First Name Last Name Email Contact Number Salary Expectations Available Start Date CV Upload Right To Work In The UK Yes No Right To Work In the UK Comments How did you find us? LinkedIn Website Recruiter Employee Referral get in touch with us today Contact us Whether you have a project we can help take to the next stage or you would simply like to know more about EvoInfra connect with us today
Jun 27, 2025
Full time
With an enduring pipeline of exciting financial modelling assignments and advisory mandates, an opportunity has opened to join our financial modelling team This role offers an opportunity to build an extensive knowledge of financial modelling to complement their existing strong accounting, finance, and Excel skills, whilst also developing client-facing, project management and consulting competence. We offer a diverse, welcoming and supportive working environment. Upon completion of our in-house training programme, you will benefit from immediate 'on the job' experience that comes with working for a small, dynamic company. The role requires working to tight deadlines, prioritising workload, project management and providing a high level of client service at all times. The level of responsibility you will be given will only be limited by your willingness to learn and to take on new challenges. As your familiarity with best practice financial modelling increases, the opportunity to support junior members of our team through mentoring and on-the-job training will arise. Learn more Duties & Experience Duties The responsibilities for this role are broad and not restricted to simply modelling all-day, every-day. We like to form well-rounded individuals who are technically proficient, but are also commercially astute, and able to apply themselves to wider business initiatives. The key responsibilities are: Working with senior team members to scope, design and develop complex financial models for financing transactions and operational infrastructure assets and companies Responding to day-to-day queries raised by clients and other advisers in respect of these financial models and participation in client meetings Assisting our financial advisory team on live transactions, primarily in a financial modelling and analysis capacity but sometimes through wider commercial input (e.g. reviewing key documentation) Upon gaining sufficient experience, develop and train junior team members Contributing to business development initiatives (attending industry events, market research, networking with similar-level peers working for our clients and prospective clients) Experience We are looking for talented and well-rounded individuals, although there is no 'correct' background, the following experience is helpful in ensuring you are fully equipped for the role: Minimum 2 years' experience in a role with exposure to corporate/project finance transactions and/or accounting/tax related work (e.g. at an advisory firm, bank, professional services firm etc.); and Previous experience of developing and/or reviewing and/or maintaining financial models; and Minimum 2:1 undergraduate degree from a leading university (exceptional candidates without such qualifications will be considered); or Holder of ACA, CFA or other accounting/finance related qualification Some key skills we look for are: Experience and desire to use Microsoft Excel as a tool for problem solving Strong numerical and analytical skills, combined with sound commercial awareness Excellent attention to detail Well-developed communication skills (verbal and written English) Ability to operate effectively as part of a small project team with both senior and junior colleagues Ability to operate confidently in front of clients and build credible relationships at all levels Ability to work independently and prioritise workload without significant direction and under pressure Ability to quickly grasp complex concepts and convey these succinctly, clearly, and confidently Comfortable developing solutions where client requirements are unclear, or where these change at short notice Learn more Why EvoInfra? Life at EvoInfa gives you the opportunity to thrive in a dynamic, entrepreneurial and supportive environment, providing an invaluable platform to further your career in infrastructure finance Early Exposure Our analysts put their new skills to use on live projects from the start with the support of experienced colleagues Small Team Our flat structure and compact team means analysts can make an impact and are noticed rather than being just another 'cog in the wheel' Progression Your development is solely based on your drive and commitment to succeed and an attitude to go 'above-and-beyond' You will join a growing team of analysts contributing to a vibrant collegiate feel, producing quality output within an enjoyable working atmosphere Bespoke Training Although we employ best-in-class methods for training our analysts, we appreciate people learn in different ways and we adapt to this Study Our analysts are encouraged to study for the ACA/CFA qualifications, with company support provided, including study-leave Join Us! Apply Now We're constantly searching for talented individuals to join our growing and diverse team. If the role we've described resonates with you, we'd love to hear from you! Simply apply here with your current CV and a cover letter sharing your background and why you think this role is a great fit for you. Contact Us First Name Last Name Email Contact Number Salary Expectations Available Start Date CV Upload Right To Work In The UK Yes No Right To Work In the UK Comments How did you find us? LinkedIn Website Recruiter Employee Referral get in touch with us today Contact us Whether you have a project we can help take to the next stage or you would simply like to know more about EvoInfra connect with us today
Account Executive (FlexiPay) We are looking for an Account Executive in our FlexiPay Sales team. This is an exciting opportunity to join our FlexiPay Sales team and play a part in scaling one of Funding Circle's newest products! This is a fantastic starting point to a challenging and rewarding career in B2B sales. Salary: £30,000 + £7,800 OTE Who are we? We're Funding Circle. We back small businesses to succeed. At Funding Circle, we believe the world needs small businesses. That's why we've made it our mission to help them get the finance they need to grow. With more than a decade of expertise under our belt, we've built a game-changer of a platform with cutting-edge data and technology that's reshaping the landscape of SME lending. Say goodbye to lengthy applications and hello to lightning-fast decisions! In just minutes, SMEs across the UK can get a decision, giving them access to competitive funding in a flash. We know that good business is about good people. So we pride ourselves on providing meaningful, human support as well as fast, hassle free processes to deliver an unbeatable customer experience. The role As an Account Executive in FlexiPay, you embody one of our most important selling points: personal support for our customers. Every day you will speak to a diverse range of SME business owners to gain an understanding of their business, find out about their goals and explain how Funding Circle can help in achieving them. You will be: Responsible for driving sign-ups, converting leads and encouraging repeat usage of the product whilst also collecting valuable customer insights that will feed directly into the ongoing development of the FlexiPay product Establishing instant rapport with your customers via telephone & email to cultivate successful relationships Pitching the Funding Circle proposition against alternative funding options available Managing a high-volume, fast-paced pipeline; supporting your clients through each stage of the application Being responsible for your own monthly target and continuously developing & improving your approach to help you get there Proactively problem solving, identifying and confidently mitigating any risks, issues or control weaknesses that arise in your day-to-day What we're looking for Experience of working in a telesales or phone based environment Motivated by success in numbers and driven to achieve your monthly targets Able to easily connect with people and demonstrate natural interpersonal skills - including teamwork! Good organisation skills and ability to manage your workload autonomously Quick to learn and invested in your own development At Funding Circle we are committed to building diverse teams so please apply even if your past experience doesn't align perfectly with the requirements. Want to learn more? We have a huge impact on the businesses that borrow through our platform, the communities they serve and the overall economy (last year £7.2bn of GDP generated). You can read our full Impact Report here: To see what our customers think, visit our Trustpilot page: And we're still evolving! Our award-winning multi-product platform is solving more SME finance challenges than ever before. We think big, rally together and meet the needs of SME customers like no other. Why join us? At Funding Circle, we celebrate and support the differences that make you, you. We're proud to be an equal-opportunity workplace and affirmative-action employer. We truly believe that diversity makes us better . As a flexible-first employer we offer hybrid working at Funding Circle, and we've long believed in a 'best of both' approach to in-office collaboration and non-office days. We expect our teams to be in our London office three times a week, where you can take advantage of our newly refurbished hybrid working space, barista made coffee and subsidised lunches (via JustEat) every day! We back our Circlers to build their own incredible career, making a difference to small businesses every day. Our Circler proposition is designed to support employees both in and out of work, and it is anchored around four pillars: Health, Wealth, Development & Lifestyle. A few highlights: Flexibility: We provide you with a benefit allowance so that you can tailor your benefit selection to you and your family's needs. Health: Private Medical Insurance, Dental Insurance, Health Cash Plan, Health Assessments (including female fertility health assessments), eyecare vouchers, flu jabs, Wellhub (for discounted flexible gym membership and access to wellbeing apps) access to a free Employee Assistance Programme and free Digital GP for yourself and any children under 16. Wealth: Life Assurance, Income Protection, Critical Illness Cover, financial coaching through Octopus Money Coach, a tax-advantaged share scheme, a free mortgage advisor partnership and discounts across numerous retailers through Perks at Work. Development: Dedicated annual Learning & Development allowance and full access to internal learning platform. Lifestyle: Electric Car Scheme, Cycle to Work scheme, Season Ticket Loans, and more! And finally, we have award winning parental leave policies supporting parents through enhanced maternity, partner and adoption leave, as well as additional leave for parental bereavement and for fertility treatments. Ready to make a difference? We'd love to hear from you.
Jun 27, 2025
Full time
Account Executive (FlexiPay) We are looking for an Account Executive in our FlexiPay Sales team. This is an exciting opportunity to join our FlexiPay Sales team and play a part in scaling one of Funding Circle's newest products! This is a fantastic starting point to a challenging and rewarding career in B2B sales. Salary: £30,000 + £7,800 OTE Who are we? We're Funding Circle. We back small businesses to succeed. At Funding Circle, we believe the world needs small businesses. That's why we've made it our mission to help them get the finance they need to grow. With more than a decade of expertise under our belt, we've built a game-changer of a platform with cutting-edge data and technology that's reshaping the landscape of SME lending. Say goodbye to lengthy applications and hello to lightning-fast decisions! In just minutes, SMEs across the UK can get a decision, giving them access to competitive funding in a flash. We know that good business is about good people. So we pride ourselves on providing meaningful, human support as well as fast, hassle free processes to deliver an unbeatable customer experience. The role As an Account Executive in FlexiPay, you embody one of our most important selling points: personal support for our customers. Every day you will speak to a diverse range of SME business owners to gain an understanding of their business, find out about their goals and explain how Funding Circle can help in achieving them. You will be: Responsible for driving sign-ups, converting leads and encouraging repeat usage of the product whilst also collecting valuable customer insights that will feed directly into the ongoing development of the FlexiPay product Establishing instant rapport with your customers via telephone & email to cultivate successful relationships Pitching the Funding Circle proposition against alternative funding options available Managing a high-volume, fast-paced pipeline; supporting your clients through each stage of the application Being responsible for your own monthly target and continuously developing & improving your approach to help you get there Proactively problem solving, identifying and confidently mitigating any risks, issues or control weaknesses that arise in your day-to-day What we're looking for Experience of working in a telesales or phone based environment Motivated by success in numbers and driven to achieve your monthly targets Able to easily connect with people and demonstrate natural interpersonal skills - including teamwork! Good organisation skills and ability to manage your workload autonomously Quick to learn and invested in your own development At Funding Circle we are committed to building diverse teams so please apply even if your past experience doesn't align perfectly with the requirements. Want to learn more? We have a huge impact on the businesses that borrow through our platform, the communities they serve and the overall economy (last year £7.2bn of GDP generated). You can read our full Impact Report here: To see what our customers think, visit our Trustpilot page: And we're still evolving! Our award-winning multi-product platform is solving more SME finance challenges than ever before. We think big, rally together and meet the needs of SME customers like no other. Why join us? At Funding Circle, we celebrate and support the differences that make you, you. We're proud to be an equal-opportunity workplace and affirmative-action employer. We truly believe that diversity makes us better . As a flexible-first employer we offer hybrid working at Funding Circle, and we've long believed in a 'best of both' approach to in-office collaboration and non-office days. We expect our teams to be in our London office three times a week, where you can take advantage of our newly refurbished hybrid working space, barista made coffee and subsidised lunches (via JustEat) every day! We back our Circlers to build their own incredible career, making a difference to small businesses every day. Our Circler proposition is designed to support employees both in and out of work, and it is anchored around four pillars: Health, Wealth, Development & Lifestyle. A few highlights: Flexibility: We provide you with a benefit allowance so that you can tailor your benefit selection to you and your family's needs. Health: Private Medical Insurance, Dental Insurance, Health Cash Plan, Health Assessments (including female fertility health assessments), eyecare vouchers, flu jabs, Wellhub (for discounted flexible gym membership and access to wellbeing apps) access to a free Employee Assistance Programme and free Digital GP for yourself and any children under 16. Wealth: Life Assurance, Income Protection, Critical Illness Cover, financial coaching through Octopus Money Coach, a tax-advantaged share scheme, a free mortgage advisor partnership and discounts across numerous retailers through Perks at Work. Development: Dedicated annual Learning & Development allowance and full access to internal learning platform. Lifestyle: Electric Car Scheme, Cycle to Work scheme, Season Ticket Loans, and more! And finally, we have award winning parental leave policies supporting parents through enhanced maternity, partner and adoption leave, as well as additional leave for parental bereavement and for fertility treatments. Ready to make a difference? We'd love to hear from you.
Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Director, Finance Transformation, Business Consulting, Belfast or Derry/Londonderry Location: Belfast Other locations: Anywhere in Region Date: May 8, 2025 Requisition ID: The Team and the opportunity Our Finance Transformation team delivers globally integrated Finance service offerings to our clients. Our Finance team assists clients in building Finance functions that are business-focused, cost-effective and agile in meeting the needs of all their stakeholders. These offerings include: Agile Business Finance - Delivering an optimised Finance function by ensuring a collaborative alignment between Finance, Business and Technology to build an Innovation-led Finance function to help empower teams, enhance capabilities and realise benefits faster. Value and Performance Management - Enabling Finance functions to identify and deliver sustainable long term value through optimised planning, reporting and analytics. Global Business Services - Developing high performing operating models through process simplification, standardisation and leveraging enabling technologies. Finance Strategy and Operating Model - Development of a digital finance vision; target operating model; case for change, benefits realisation and transformation roadmap. Key to many of our Finance Transformation engagements is the identification, evaluation and deployment of the right technology to support our clients' business agenda. In particular, this involves intertwining our Finance and Shared Services portfolio with other offerings like cyber security, analytics, RPA and digital technologies. We are seeking an experienced consulting professional who will drive the continued growth of our Finance Transformation services in Ireland - both by developinga portfolio of businessbuilt onvalued relationships with external clients and growing an EY team with specialised skills in this area to meet our clients' needs. This role can be filled in Belfast or Derry/Londonderry. Your key responsibilities As a Director for our Finance Transformation services, you will be required to: Develop and maintain long-term client relationships and networks including the development of relationships with team members across all EY practices to serve client needs Lead business development and client pursuit efforts with a strong insight of the market and past sales record of having won new business and developed existing accounts Act as a Subject Matter Expert on Finance matters and stay abreast of emerging business and industry trends relevant to our clients' business, such as Business Analytics, Robotic Process Automation and Managed Services Effectively lead delivery of client engagements, including: Managing and motivating client engagement teams with diverse skills and backgrounds Drive high-quality work products within expected timeframes and on budget Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes Manage expectations of client service delivery Demonstrate expertise and in-depth technical capabilities in the areas of Finance operations and processes; Finance operating models; Global Business Services and Finance technologies Foster an innovative and inclusive team-oriented work environment and play an active role in counselling and mentoring junior consultants within the organisation Demonstrate ability to quickly assimilate to new knowledge and possess good business acumen Skills and attributes for success Significant relevant experience required at this level . Key areas of experience include previous consulting experience and experience within Finance Reporting (VPM) and Finance Process & Automation MBA, ACCA/ACA/CIMA and/or PMP/Prince2 qualification Strong market focus with ability to identify and build new opportunities and client relationships and a proven ability to write and shape proposals Experience managing senior stakeholders, providing constructive challenge and robust advice to the senior management including C-suite. Development of strategic Finance and IT relationships with C-suite decision makers Experience across the complete lifecycle of Transformation projects, from concept through execution and ongoing operations Excellent Technology knowledge and experience, covering current trends and best practice Consulting, complemented by strong Finance functional and operations understanding Characteristics of a forward thinker and self-motivator that thrives on new challenges and adapts quickly to learning new knowledge Ability to work collaboratively in a team environment and manage a team of junior consulting professionals What working at EY offers We offer a competitive remuneration package. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support and coaching from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that's right for you All our employees are given a benefits package which they can tailor to suit their individual preferences. Our range of benefits include: Pension Maternity & Paternity leave Discounted health insurance Bike to work Scheme Web Doctor - Free unlimited online GP consultations for you and your family Recognition Awards The purchase of additional annual leave Cash incentives for referrals Hybrid Working Free Gym membership TECH MBA paid by EY Travel Pass Wellness rooms Available in some offices EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. When you join EY, you will be supported to ensure that you are enhancing your skills from day one. Continuous learning, where you can develop the mindset and skills to navigate whatever comes next. As you grow and develop here, you'll discover opportunities to help customise your career journey, so that it's as unique as you are - success is defined by you, we will provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership, we will give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture, you will be embraced for who you are and empowered to use your voice to help others find theirs. We have embraced Hybrid working at EY adding greater flexibility and autonomy to the roles of our employees. About EY As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. Inclusion & Diversity Wehold a collective commitment to foster an environment where all differences are valued and respected, practices are equitable and everyone experiences a sense of belonging: Inclusion, diversity, and equity are part of who we are at EY. We believe that the highest-performing teams maximize the power of different perspectives and backgrounds. These teams are both diverse and inclusive and are willing to invite and learn from other perspectives. Our ability to include various viewpoints into our mindsets, behaviours and operations is fundamental to driving innovation, building strong relationships, and delivering the best solutions for our clients. We recognise the strength that comes from having a diverse workforce and building a culture where we support all our people to achieve their potential. You'll be embraced for who you are and empowered to use your voice to help others find theirs. As an equal opportunities' employer, we welcome applications from people of all backgrounds. Reasonable accommodations are offered at every stage of our recruitment process. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world.That's Why, EY. Apply now. IMPORTANT: Where Agency assistance is required, our Talent Team will engage directly with suppliers. CVs / Profiles should not be shared directly with Hiring Managers. Unsolicited CVs / Profiles supplied to EY by Recruitment Agencies will not be accepted for this role. EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited . click apply for full job details
Jun 27, 2025
Full time
Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Director, Finance Transformation, Business Consulting, Belfast or Derry/Londonderry Location: Belfast Other locations: Anywhere in Region Date: May 8, 2025 Requisition ID: The Team and the opportunity Our Finance Transformation team delivers globally integrated Finance service offerings to our clients. Our Finance team assists clients in building Finance functions that are business-focused, cost-effective and agile in meeting the needs of all their stakeholders. These offerings include: Agile Business Finance - Delivering an optimised Finance function by ensuring a collaborative alignment between Finance, Business and Technology to build an Innovation-led Finance function to help empower teams, enhance capabilities and realise benefits faster. Value and Performance Management - Enabling Finance functions to identify and deliver sustainable long term value through optimised planning, reporting and analytics. Global Business Services - Developing high performing operating models through process simplification, standardisation and leveraging enabling technologies. Finance Strategy and Operating Model - Development of a digital finance vision; target operating model; case for change, benefits realisation and transformation roadmap. Key to many of our Finance Transformation engagements is the identification, evaluation and deployment of the right technology to support our clients' business agenda. In particular, this involves intertwining our Finance and Shared Services portfolio with other offerings like cyber security, analytics, RPA and digital technologies. We are seeking an experienced consulting professional who will drive the continued growth of our Finance Transformation services in Ireland - both by developinga portfolio of businessbuilt onvalued relationships with external clients and growing an EY team with specialised skills in this area to meet our clients' needs. This role can be filled in Belfast or Derry/Londonderry. Your key responsibilities As a Director for our Finance Transformation services, you will be required to: Develop and maintain long-term client relationships and networks including the development of relationships with team members across all EY practices to serve client needs Lead business development and client pursuit efforts with a strong insight of the market and past sales record of having won new business and developed existing accounts Act as a Subject Matter Expert on Finance matters and stay abreast of emerging business and industry trends relevant to our clients' business, such as Business Analytics, Robotic Process Automation and Managed Services Effectively lead delivery of client engagements, including: Managing and motivating client engagement teams with diverse skills and backgrounds Drive high-quality work products within expected timeframes and on budget Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes Manage expectations of client service delivery Demonstrate expertise and in-depth technical capabilities in the areas of Finance operations and processes; Finance operating models; Global Business Services and Finance technologies Foster an innovative and inclusive team-oriented work environment and play an active role in counselling and mentoring junior consultants within the organisation Demonstrate ability to quickly assimilate to new knowledge and possess good business acumen Skills and attributes for success Significant relevant experience required at this level . Key areas of experience include previous consulting experience and experience within Finance Reporting (VPM) and Finance Process & Automation MBA, ACCA/ACA/CIMA and/or PMP/Prince2 qualification Strong market focus with ability to identify and build new opportunities and client relationships and a proven ability to write and shape proposals Experience managing senior stakeholders, providing constructive challenge and robust advice to the senior management including C-suite. Development of strategic Finance and IT relationships with C-suite decision makers Experience across the complete lifecycle of Transformation projects, from concept through execution and ongoing operations Excellent Technology knowledge and experience, covering current trends and best practice Consulting, complemented by strong Finance functional and operations understanding Characteristics of a forward thinker and self-motivator that thrives on new challenges and adapts quickly to learning new knowledge Ability to work collaboratively in a team environment and manage a team of junior consulting professionals What working at EY offers We offer a competitive remuneration package. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support and coaching from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that's right for you All our employees are given a benefits package which they can tailor to suit their individual preferences. Our range of benefits include: Pension Maternity & Paternity leave Discounted health insurance Bike to work Scheme Web Doctor - Free unlimited online GP consultations for you and your family Recognition Awards The purchase of additional annual leave Cash incentives for referrals Hybrid Working Free Gym membership TECH MBA paid by EY Travel Pass Wellness rooms Available in some offices EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. When you join EY, you will be supported to ensure that you are enhancing your skills from day one. Continuous learning, where you can develop the mindset and skills to navigate whatever comes next. As you grow and develop here, you'll discover opportunities to help customise your career journey, so that it's as unique as you are - success is defined by you, we will provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership, we will give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture, you will be embraced for who you are and empowered to use your voice to help others find theirs. We have embraced Hybrid working at EY adding greater flexibility and autonomy to the roles of our employees. About EY As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. Inclusion & Diversity Wehold a collective commitment to foster an environment where all differences are valued and respected, practices are equitable and everyone experiences a sense of belonging: Inclusion, diversity, and equity are part of who we are at EY. We believe that the highest-performing teams maximize the power of different perspectives and backgrounds. These teams are both diverse and inclusive and are willing to invite and learn from other perspectives. Our ability to include various viewpoints into our mindsets, behaviours and operations is fundamental to driving innovation, building strong relationships, and delivering the best solutions for our clients. We recognise the strength that comes from having a diverse workforce and building a culture where we support all our people to achieve their potential. You'll be embraced for who you are and empowered to use your voice to help others find theirs. As an equal opportunities' employer, we welcome applications from people of all backgrounds. Reasonable accommodations are offered at every stage of our recruitment process. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world.That's Why, EY. Apply now. IMPORTANT: Where Agency assistance is required, our Talent Team will engage directly with suppliers. CVs / Profiles should not be shared directly with Hiring Managers. Unsolicited CVs / Profiles supplied to EY by Recruitment Agencies will not be accepted for this role. EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited . click apply for full job details
Front Office Risk and Control Officer London (GB) • Edinburgh (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: Sitting within the Front Office, the role of the Front Office Risk & Control Team is to help ensure that good client outcomes are being achieved, and portfolios are being correctly managed in line with relevant regulatory standards, internal policies, and procedures. Brief Role Objective: The Front Office Risk & Control Officer will report into the Head of Front Office Risk & Control, with a strong focus on Suitability for our Discretionary Management Service and Wealth Planning Service. The Team also provide support to strategic initiatives and day-to-day issues which may arise - within both the Front Office function and wider business. Monitoring will include a combination of pre-planned assurance work together with dealing with ad hoc queries and requests for information. The role holder is expected to be passionately focused on good client outcomes and the prevention of foreseeable harms. Key Responsibilities: Support the design and upkeep of the Team's monitoring processes to ensure adherence with key regulatory requirements and internal policies, procedures, group standards. Complete regular monitoring tasks (including Suitability), in line with the Team's monitoring plan. A key focus of this role will include monitoring in relation to our Discretionary Management Services and Wealth Planning Services (e.g. pension accumulation, retirement planning, inheritance tax planning). Support the production and ongoing development of effective MI / KPIs (at business, team, and individual level) to monitor ongoing competence, adherence to policies and procedures, and to demonstrate that the right client outcomes are being achieved. Support the resolution of any breaches of client mandates. Support production of periodic reports to Boards and Committees as required. Support Front Office staff and key stakeholders across the business, acting as a key contact for first line Suitability matters. Strong collaboration and sharing of best practice with teams within the Front Office and the wider business, including Risk & Compliance. Support the delivery of key Front Office Risk & Control initiatives - developments within the team, with a focus on efficiency, intelligent use of data and, where appropriate, help introduce automation. To coordinate and provide Suitability related training as agreed. Your profile Key Skills and Technical Requirements: Educated to degree level or equivalent professional experience. Experience of working in a discretionary or advisory investment management environment with a focus on Retail investors. Awareness of the current financial services environment. Relevant industry or professional Compliance qualification. Other Skills and Attributes: Strong knowledge and application of FCA Suitability requirements; and good knowledge of FCA conduct of business rules as they relate to both discretionary portfolio management and wealth planning services. Strong knowledge and awareness of the relevant rules and guidance of the JFSC and SEC. Client centric. Investment focused - good understanding of client investment needs; a working knowledge of fixed income, equity and cash type instruments, investment concepts and characteristics. Strong interpersonal skills and teamwork - an ability to build and nurture relationships with a diverse range of personalities at a variety of different levels in addition to leading a team. Strong presentation and communication skills. Strong negotiation and influencing skills: capable of representing the client which may necessitate constructively challenging Investment Managers / Wealth Planners. Attention to detail and strong focus on accuracy of information. Self-confident and able to influence effectively. Self-motivated. Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news
Jun 27, 2025
Full time
Front Office Risk and Control Officer London (GB) • Edinburgh (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: Sitting within the Front Office, the role of the Front Office Risk & Control Team is to help ensure that good client outcomes are being achieved, and portfolios are being correctly managed in line with relevant regulatory standards, internal policies, and procedures. Brief Role Objective: The Front Office Risk & Control Officer will report into the Head of Front Office Risk & Control, with a strong focus on Suitability for our Discretionary Management Service and Wealth Planning Service. The Team also provide support to strategic initiatives and day-to-day issues which may arise - within both the Front Office function and wider business. Monitoring will include a combination of pre-planned assurance work together with dealing with ad hoc queries and requests for information. The role holder is expected to be passionately focused on good client outcomes and the prevention of foreseeable harms. Key Responsibilities: Support the design and upkeep of the Team's monitoring processes to ensure adherence with key regulatory requirements and internal policies, procedures, group standards. Complete regular monitoring tasks (including Suitability), in line with the Team's monitoring plan. A key focus of this role will include monitoring in relation to our Discretionary Management Services and Wealth Planning Services (e.g. pension accumulation, retirement planning, inheritance tax planning). Support the production and ongoing development of effective MI / KPIs (at business, team, and individual level) to monitor ongoing competence, adherence to policies and procedures, and to demonstrate that the right client outcomes are being achieved. Support the resolution of any breaches of client mandates. Support production of periodic reports to Boards and Committees as required. Support Front Office staff and key stakeholders across the business, acting as a key contact for first line Suitability matters. Strong collaboration and sharing of best practice with teams within the Front Office and the wider business, including Risk & Compliance. Support the delivery of key Front Office Risk & Control initiatives - developments within the team, with a focus on efficiency, intelligent use of data and, where appropriate, help introduce automation. To coordinate and provide Suitability related training as agreed. Your profile Key Skills and Technical Requirements: Educated to degree level or equivalent professional experience. Experience of working in a discretionary or advisory investment management environment with a focus on Retail investors. Awareness of the current financial services environment. Relevant industry or professional Compliance qualification. Other Skills and Attributes: Strong knowledge and application of FCA Suitability requirements; and good knowledge of FCA conduct of business rules as they relate to both discretionary portfolio management and wealth planning services. Strong knowledge and awareness of the relevant rules and guidance of the JFSC and SEC. Client centric. Investment focused - good understanding of client investment needs; a working knowledge of fixed income, equity and cash type instruments, investment concepts and characteristics. Strong interpersonal skills and teamwork - an ability to build and nurture relationships with a diverse range of personalities at a variety of different levels in addition to leading a team. Strong presentation and communication skills. Strong negotiation and influencing skills: capable of representing the client which may necessitate constructively challenging Investment Managers / Wealth Planners. Attention to detail and strong focus on accuracy of information. Self-confident and able to influence effectively. Self-motivated. Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news
Job Title: Group Head of Finance Location: Hybrid (UK-based preferred) Reports To: CEO Companies: Penman Consulting Group Role Overview: The Group Head of Finance will be responsible for the overall financial leadership, strategy, planning, and governance of both Penman Consulting and Active Steward. This is a senior leadership role requiring hands-on oversight of the day-to-day finance operations while also contributing to strategic decision-making and long-term planning across the group. Key Responsibilities: Strategic Leadership Develop and execute group-wide financial strategy aligned with business goals and growth objectives. Provide strategic insights and financial analysis to support investment, expansion, and operational initiatives. Support the CEOs and Boards in budgeting, forecasting, scenario modelling, and business planning. Oversee all aspects of financial reporting, management accounts, cash flow, and treasury for both companies. Manage budgeting, reforecasting, and variance analysis processes. Ensure accuracy, consistency, and compliance in consolidated reporting across entities. Regulatory & Compliance Ensure compliance with all relevant statutory, tax, and regulatory requirements in the UK and any other jurisdictions in which the group operates. Liaise with auditors, tax advisors, and regulatory bodies during audits and reporting cycles. Maintain up-to-date financial policies and procedures across the group. Operational Finance Manage accounts payable/receivable, payroll, and expense processes. Oversee and optimise financial systems, tools, and integrations (e.g., accounting platforms, ERP systems). Support procurement and contract financial reviews. Team & Stakeholder Management Lead and develop finance staff and external providers (e.g., accountants/bookkeepers). Act as a key liaison between finance and other departments including HR, operations, and technology. Present regular financial updates to stakeholders and provide input for investor or client reporting where needed. Skills & Experience: Qualified accountant (e.g., ACA, ACCA, CIMA) with at least 5-10 years of senior finance experience. Proven experience managing finances across multiple entities or a group structure. Strong understanding of UK financial, tax, and regulatory environments. Demonstrated ability to think strategically and act operationally. Excellent communication, leadership, and stakeholder management skills. Experience in consultancy, scientific services, ESG, or SaaS environments. Knowledge of R&D tax credits, grants, or other innovation finance mechanisms. Familiarity with financial technology platforms and automation. Language skills in French, Dutch, or Flemish is a distinct advantage, reflecting the group's international operations. Knowledge of Belgian financial, tax, and regulatory environments is highly beneficial, particularly in support of cross-border compliance and operational alignment. If you have any queries, please contact us.
Jun 27, 2025
Full time
Job Title: Group Head of Finance Location: Hybrid (UK-based preferred) Reports To: CEO Companies: Penman Consulting Group Role Overview: The Group Head of Finance will be responsible for the overall financial leadership, strategy, planning, and governance of both Penman Consulting and Active Steward. This is a senior leadership role requiring hands-on oversight of the day-to-day finance operations while also contributing to strategic decision-making and long-term planning across the group. Key Responsibilities: Strategic Leadership Develop and execute group-wide financial strategy aligned with business goals and growth objectives. Provide strategic insights and financial analysis to support investment, expansion, and operational initiatives. Support the CEOs and Boards in budgeting, forecasting, scenario modelling, and business planning. Oversee all aspects of financial reporting, management accounts, cash flow, and treasury for both companies. Manage budgeting, reforecasting, and variance analysis processes. Ensure accuracy, consistency, and compliance in consolidated reporting across entities. Regulatory & Compliance Ensure compliance with all relevant statutory, tax, and regulatory requirements in the UK and any other jurisdictions in which the group operates. Liaise with auditors, tax advisors, and regulatory bodies during audits and reporting cycles. Maintain up-to-date financial policies and procedures across the group. Operational Finance Manage accounts payable/receivable, payroll, and expense processes. Oversee and optimise financial systems, tools, and integrations (e.g., accounting platforms, ERP systems). Support procurement and contract financial reviews. Team & Stakeholder Management Lead and develop finance staff and external providers (e.g., accountants/bookkeepers). Act as a key liaison between finance and other departments including HR, operations, and technology. Present regular financial updates to stakeholders and provide input for investor or client reporting where needed. Skills & Experience: Qualified accountant (e.g., ACA, ACCA, CIMA) with at least 5-10 years of senior finance experience. Proven experience managing finances across multiple entities or a group structure. Strong understanding of UK financial, tax, and regulatory environments. Demonstrated ability to think strategically and act operationally. Excellent communication, leadership, and stakeholder management skills. Experience in consultancy, scientific services, ESG, or SaaS environments. Knowledge of R&D tax credits, grants, or other innovation finance mechanisms. Familiarity with financial technology platforms and automation. Language skills in French, Dutch, or Flemish is a distinct advantage, reflecting the group's international operations. Knowledge of Belgian financial, tax, and regulatory environments is highly beneficial, particularly in support of cross-border compliance and operational alignment. If you have any queries, please contact us.
Front Office Risk and Control Officer London (GB) • Edinburgh (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: Sitting within the Front Office, the role of the Front Office Risk & Control Team is to help ensure that good client outcomes are being achieved, and portfolios are being correctly managed in line with relevant regulatory standards, internal policies, and procedures. Brief Role Objective: The Front Office Risk & Control Officer will report into the Head of Front Office Risk & Control, with a strong focus on Suitability for our Discretionary Management Service and Wealth Planning Service. The Team also provide support to strategic initiatives and day-to-day issues which may arise - within both the Front Office function and wider business. Monitoring will include a combination of pre-planned assurance work together with dealing with ad hoc queries and requests for information. The role holder is expected to be passionately focused on good client outcomes and the prevention of foreseeable harms. Key Responsibilities: Support the design and upkeep of the Team's monitoring processes to ensure adherence with key regulatory requirements and internal policies, procedures, group standards. Complete regular monitoring tasks (including Suitability), in line with the Team's monitoring plan. A key focus of this role will include monitoring in relation to our Discretionary Management Services and Wealth Planning Services (e.g. pension accumulation, retirement planning, inheritance tax planning). Support the production and ongoing development of effective MI / KPIs (at business, team, and individual level) to monitor ongoing competence, adherence to policies and procedures, and to demonstrate that the right client outcomes are being achieved. Support the resolution of any breaches of client mandates. Support production of periodic reports to Boards and Committees as required. Support Front Office staff and key stakeholders across the business, acting as a key contact for first line Suitability matters. Strong collaboration and sharing of best practice with teams within the Front Office and the wider business, including Risk & Compliance. Support the delivery of key Front Office Risk & Control initiatives - developments within the team, with a focus on efficiency, intelligent use of data and, where appropriate, help introduce automation. To coordinate and provide Suitability related training as agreed. Your profile Key Skills and Technical Requirements: Educated to degree level or equivalent professional experience. Experience of working in a discretionary or advisory investment management environment with a focus on Retail investors. Awareness of the current financial services environment. Relevant industry or professional Compliance qualification. Other Skills and Attributes: Strong knowledge and application of FCA Suitability requirements; and good knowledge of FCA conduct of business rules as they relate to both discretionary portfolio management and wealth planning services. Strong knowledge and awareness of the relevant rules and guidance of the JFSC and SEC. Client centric. Investment focused - good understanding of client investment needs; a working knowledge of fixed income, equity and cash type instruments, investment concepts and characteristics. Strong interpersonal skills and teamwork - an ability to build and nurture relationships with a diverse range of personalities at a variety of different levels in addition to leading a team. Strong presentation and communication skills. Strong negotiation and influencing skills: capable of representing the client which may necessitate constructively challenging Investment Managers / Wealth Planners. Attention to detail and strong focus on accuracy of information. Self-confident and able to influence effectively. Self-motivated. Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news
Jun 27, 2025
Full time
Front Office Risk and Control Officer London (GB) • Edinburgh (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: Sitting within the Front Office, the role of the Front Office Risk & Control Team is to help ensure that good client outcomes are being achieved, and portfolios are being correctly managed in line with relevant regulatory standards, internal policies, and procedures. Brief Role Objective: The Front Office Risk & Control Officer will report into the Head of Front Office Risk & Control, with a strong focus on Suitability for our Discretionary Management Service and Wealth Planning Service. The Team also provide support to strategic initiatives and day-to-day issues which may arise - within both the Front Office function and wider business. Monitoring will include a combination of pre-planned assurance work together with dealing with ad hoc queries and requests for information. The role holder is expected to be passionately focused on good client outcomes and the prevention of foreseeable harms. Key Responsibilities: Support the design and upkeep of the Team's monitoring processes to ensure adherence with key regulatory requirements and internal policies, procedures, group standards. Complete regular monitoring tasks (including Suitability), in line with the Team's monitoring plan. A key focus of this role will include monitoring in relation to our Discretionary Management Services and Wealth Planning Services (e.g. pension accumulation, retirement planning, inheritance tax planning). Support the production and ongoing development of effective MI / KPIs (at business, team, and individual level) to monitor ongoing competence, adherence to policies and procedures, and to demonstrate that the right client outcomes are being achieved. Support the resolution of any breaches of client mandates. Support production of periodic reports to Boards and Committees as required. Support Front Office staff and key stakeholders across the business, acting as a key contact for first line Suitability matters. Strong collaboration and sharing of best practice with teams within the Front Office and the wider business, including Risk & Compliance. Support the delivery of key Front Office Risk & Control initiatives - developments within the team, with a focus on efficiency, intelligent use of data and, where appropriate, help introduce automation. To coordinate and provide Suitability related training as agreed. Your profile Key Skills and Technical Requirements: Educated to degree level or equivalent professional experience. Experience of working in a discretionary or advisory investment management environment with a focus on Retail investors. Awareness of the current financial services environment. Relevant industry or professional Compliance qualification. Other Skills and Attributes: Strong knowledge and application of FCA Suitability requirements; and good knowledge of FCA conduct of business rules as they relate to both discretionary portfolio management and wealth planning services. Strong knowledge and awareness of the relevant rules and guidance of the JFSC and SEC. Client centric. Investment focused - good understanding of client investment needs; a working knowledge of fixed income, equity and cash type instruments, investment concepts and characteristics. Strong interpersonal skills and teamwork - an ability to build and nurture relationships with a diverse range of personalities at a variety of different levels in addition to leading a team. Strong presentation and communication skills. Strong negotiation and influencing skills: capable of representing the client which may necessitate constructively challenging Investment Managers / Wealth Planners. Attention to detail and strong focus on accuracy of information. Self-confident and able to influence effectively. Self-motivated. Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news
HR Business Partner (Tech) Department: People Employment Type: Permanent - Full Time Location: London Reporting To: Jim Morris Compensation: £50,000 - £75,000 / year Description London, office-first Freetrade's mission is to become the default place to invest. Investing has been too complicated and expensive for too long, keeping millions from making the most of their savings. We're changing that. We're building our team and looking for people who are excited to reshape how our customers invest and grow their wealth. If you're driven by solving complex problems and building innovative products, you'll fit right in. 2025 is a big year for us. In January, we announced a game changing deal to become part of the IG Group. We'll continue to operate as an independent business while gaining access to the resources and support of an established leader in the space. This year, we're accelerating our roadmap and taking our products to the next level. We're building new features like mutual funds, bonds, and family investment tools. We're also exploring how we can leverage AI to deliver an even better experience for our customers. We're hiring a Senior HR Business Partner to work closely with our Tech Domain: Engineering, Product, Data and Product Design. Your mission is to make these teams purr. You'll build strong relationships with managers and team members alike, acting as a trusted advisor and coach. You'll partner with leaders to drive high performance, shape team culture, and create an environment where people can do their best work. If you're passionate about HR fundamentals, love building systems that scale, and thrive in fast-moving, growth-stage companies, this role is for you. The People Team We believe the People team should be one of the most trusted, connected, and impactful parts of the business. We operate a Business Partnering model, supporting our leaders and teams closely. Our CPO sits on the Exec Team, giving us real influence over culture and business outcomes. You'll join a collaborative, low-ego team that includes: A Lead HRBP in London (your line manager) A UK-remote Senior Payroll & Benefits Specialist managing, international payroll, compliance and HR governance. A Budapest-based People Lead driving local HR delivery. A soon-to-be-hired People Experience Specialist enhancing engagement, onboarding and internal comms. We're building practical, exciting frameworks that enhance the employee experience, without unnecessary complexity. We're honest, calm under pressure, and act with empathy and commercial savvy. What You'll Do What We're Looking For You'll thrive in this role if you: Know your HR fundamentals inside-out: employment law, documentation, confidentiality. Are well-versed in performance management, and can support managers in cultivating high-performing teams Have experience supporting technical or product teams in a high-growth, fast-paced environment. Stay calm in a storm. People bring us all sorts; and you're a steady, trusted voice. Know how to build relationships and influence others, even when the message is tough. Have strong project management skills -you're methodical, organised, and finish what you start. Have a bias for action. You don't wait for permission to make things better. Know when to fly solo and when to bring in others. Make pragmatic choices. You know what will add value and what's just busywork. Balance empathy with outcomes. You aim to do what's right for both people and the business. Communicate clearly, in writing, in person, and in your use of data. Bonus points if you love storytelling, and if you're passionate about Freetrade's mission to become the default place to invest. The Tools We Use We use a thoughtful mix of tools to stay efficient, collaborative, and data-driven: BambooHR: Our central HRIS for employee records, time off, and data reporting. Slack: For company and team communication, as well as quick cross-functional collaboration. G-Suite: We work extensively in Google Sheets (reporting, tracking), Docs (comms and guides), and Slides (presentations). Jira: For ticketing workflows DocuSign: For contracts and signed documentation Confluence: Our Company-wide wiki tool. Benefits This is a rare chance to join a People team with: Exec-level support for your work. Budget and autonomy to build something impactful. A business that's growing and transforming, with all the opportunity that brings. A team that genuinely wants to do good work, and have fun doing it. Freetrade is the place to accelerate your career. Our benefits package and ways of working are designed to attract and retain the most talented people who are dedicated to making an impact at Freetrade. Here's what's on offer in 2025: Office first culture - we have beautiful office spaces in central London and Budapest where four days a week you collaborate with colleagues in person, one of our core behaviours is that we're a team that works better together. Values - at Freetrade we live and breathe our values: Honesty , Focus and Grit . Expect to be asked about these in your interview! Benefits In London: Competitive salary - carefully benchmarked. Holidays - 25 days plus UK public holidays. Your birthday off, plus one extra day for every year at Freetrade. Enhanced pension - We'll match your contributions up to 5%. Group Life Insurance - Protect your loved ones with coverage at 5x your salary, ensuring financial security in any circumstance. Private Health Insurance - Which includes access to high quality medical care, mental health support, dental and vision plans, Wellness programs and preventative care initiatives are also provided to ensure the wellbeing of your entire family. Income Protection Cover - Safeguard your income with comprehensive coverage, ensuring financial stability in the event of illness or injury. Enhanced parental leave - Time off when it matters most. Flexibility for those who need it - We're office-first, but life happens. Whether you're a parent or have care responsibilities, we focus on output and trust you to manage your time. Learning & Development - We fund industry qualifications so you can grow as a financial services professional. Cycle to Work scheme - Get a high quality bike and gear through our salary sacrifice scheme, spreading the cost with tax free monthly installments. Paid Sick Leave - Receive 10 days of fully paid sick leave each calendar year. Following the completion of our acquisition by IG Group, you can expect our benefits package to further improve as we align with the broader offerings available across the group. Interview Process We keep things simple and transparent. Our process typically includes: Initial interview - A chat with one of our Talent Specialists. Hiring Manager interview - A deep dive into your skills and experience. Task Presentation - Show us how you think and solve problems. Executive interview - A conversation with our stakeholders, where we also assess cultural fit. We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability - we want to hear from you. We're very open about what we're working on, and the best places to learn more are our buzzing community forum and our blog. To find out more about how we look after your personal data when you apply for a job with us, please see our Recruitment Privacy Policy here. Please note we are not accepting agency CVs.
Jun 27, 2025
Full time
HR Business Partner (Tech) Department: People Employment Type: Permanent - Full Time Location: London Reporting To: Jim Morris Compensation: £50,000 - £75,000 / year Description London, office-first Freetrade's mission is to become the default place to invest. Investing has been too complicated and expensive for too long, keeping millions from making the most of their savings. We're changing that. We're building our team and looking for people who are excited to reshape how our customers invest and grow their wealth. If you're driven by solving complex problems and building innovative products, you'll fit right in. 2025 is a big year for us. In January, we announced a game changing deal to become part of the IG Group. We'll continue to operate as an independent business while gaining access to the resources and support of an established leader in the space. This year, we're accelerating our roadmap and taking our products to the next level. We're building new features like mutual funds, bonds, and family investment tools. We're also exploring how we can leverage AI to deliver an even better experience for our customers. We're hiring a Senior HR Business Partner to work closely with our Tech Domain: Engineering, Product, Data and Product Design. Your mission is to make these teams purr. You'll build strong relationships with managers and team members alike, acting as a trusted advisor and coach. You'll partner with leaders to drive high performance, shape team culture, and create an environment where people can do their best work. If you're passionate about HR fundamentals, love building systems that scale, and thrive in fast-moving, growth-stage companies, this role is for you. The People Team We believe the People team should be one of the most trusted, connected, and impactful parts of the business. We operate a Business Partnering model, supporting our leaders and teams closely. Our CPO sits on the Exec Team, giving us real influence over culture and business outcomes. You'll join a collaborative, low-ego team that includes: A Lead HRBP in London (your line manager) A UK-remote Senior Payroll & Benefits Specialist managing, international payroll, compliance and HR governance. A Budapest-based People Lead driving local HR delivery. A soon-to-be-hired People Experience Specialist enhancing engagement, onboarding and internal comms. We're building practical, exciting frameworks that enhance the employee experience, without unnecessary complexity. We're honest, calm under pressure, and act with empathy and commercial savvy. What You'll Do What We're Looking For You'll thrive in this role if you: Know your HR fundamentals inside-out: employment law, documentation, confidentiality. Are well-versed in performance management, and can support managers in cultivating high-performing teams Have experience supporting technical or product teams in a high-growth, fast-paced environment. Stay calm in a storm. People bring us all sorts; and you're a steady, trusted voice. Know how to build relationships and influence others, even when the message is tough. Have strong project management skills -you're methodical, organised, and finish what you start. Have a bias for action. You don't wait for permission to make things better. Know when to fly solo and when to bring in others. Make pragmatic choices. You know what will add value and what's just busywork. Balance empathy with outcomes. You aim to do what's right for both people and the business. Communicate clearly, in writing, in person, and in your use of data. Bonus points if you love storytelling, and if you're passionate about Freetrade's mission to become the default place to invest. The Tools We Use We use a thoughtful mix of tools to stay efficient, collaborative, and data-driven: BambooHR: Our central HRIS for employee records, time off, and data reporting. Slack: For company and team communication, as well as quick cross-functional collaboration. G-Suite: We work extensively in Google Sheets (reporting, tracking), Docs (comms and guides), and Slides (presentations). Jira: For ticketing workflows DocuSign: For contracts and signed documentation Confluence: Our Company-wide wiki tool. Benefits This is a rare chance to join a People team with: Exec-level support for your work. Budget and autonomy to build something impactful. A business that's growing and transforming, with all the opportunity that brings. A team that genuinely wants to do good work, and have fun doing it. Freetrade is the place to accelerate your career. Our benefits package and ways of working are designed to attract and retain the most talented people who are dedicated to making an impact at Freetrade. Here's what's on offer in 2025: Office first culture - we have beautiful office spaces in central London and Budapest where four days a week you collaborate with colleagues in person, one of our core behaviours is that we're a team that works better together. Values - at Freetrade we live and breathe our values: Honesty , Focus and Grit . Expect to be asked about these in your interview! Benefits In London: Competitive salary - carefully benchmarked. Holidays - 25 days plus UK public holidays. Your birthday off, plus one extra day for every year at Freetrade. Enhanced pension - We'll match your contributions up to 5%. Group Life Insurance - Protect your loved ones with coverage at 5x your salary, ensuring financial security in any circumstance. Private Health Insurance - Which includes access to high quality medical care, mental health support, dental and vision plans, Wellness programs and preventative care initiatives are also provided to ensure the wellbeing of your entire family. Income Protection Cover - Safeguard your income with comprehensive coverage, ensuring financial stability in the event of illness or injury. Enhanced parental leave - Time off when it matters most. Flexibility for those who need it - We're office-first, but life happens. Whether you're a parent or have care responsibilities, we focus on output and trust you to manage your time. Learning & Development - We fund industry qualifications so you can grow as a financial services professional. Cycle to Work scheme - Get a high quality bike and gear through our salary sacrifice scheme, spreading the cost with tax free monthly installments. Paid Sick Leave - Receive 10 days of fully paid sick leave each calendar year. Following the completion of our acquisition by IG Group, you can expect our benefits package to further improve as we align with the broader offerings available across the group. Interview Process We keep things simple and transparent. Our process typically includes: Initial interview - A chat with one of our Talent Specialists. Hiring Manager interview - A deep dive into your skills and experience. Task Presentation - Show us how you think and solve problems. Executive interview - A conversation with our stakeholders, where we also assess cultural fit. We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability - we want to hear from you. We're very open about what we're working on, and the best places to learn more are our buzzing community forum and our blog. To find out more about how we look after your personal data when you apply for a job with us, please see our Recruitment Privacy Policy here. Please note we are not accepting agency CVs.
Senior Trusts Manager About the Company Our client is a highly respected independent trust company, established to acquire and manage UK trust businesses from major banking institutions. The firm is led by an expert team with over a century of combined experience in trust management and has rapidly expanded through multiple acquisitions. Currently managing over 5,000 trusts with nearly £2 billion in assets, the company prides itself on delivering exceptional client service through a team of dedicated professionals from legal, tax, and financial advisory backgrounds. With continued expansion, including future plans for further UK and international offices, this is an exciting time to join a dynamic and forward-thinking trust business. The Role: As a Senior Trust Manager, you will play a pivotal role in leading and developing a team of trust professionals while managing a diverse portfolio of high-value family trusts. This is a hands-on role requiring a proactive and client-focused professional who can maintain the highest standards of trust administration, compliance, and risk management. You will also contribute to the company's strategic projects and technical training, ensuring that the trust division remains at the forefront of industry best practices. Key Responsibilities: Portfolio Management: Successfully oversee and manage a portfolio of complex family trusts, delivering outstanding client service. Team Leadership: Mentor, support, and develop a team of trust case managers, ensuring they deliver high-quality trust administration. Compliance & Risk Oversight: Ensure all trust cases comply with regulatory requirements, company policies, and best practices. Technical Training & Development: Provide ongoing training and technical guidance to the team, enhancing their trust knowledge and expertise. Business Strategy & Projects: Support the business by leading or contributing to key technical projects and initiatives. Client & Stakeholder Engagement: Build strong relationships with clients, professional advisors, and internal teams, ensuring seamless trust management and service delivery. Operational Excellence: Identify and implement process improvements to enhance the efficiency and effectiveness of trust case management. What We're Looking For: Essential: STEP qualification and/or relevant legal degree. Minimum 5 years' experience managing trusts within a professional services environment. In-depth knowledge of UK trust taxation and regulatory requirements. Strong leadership skills with experience managing and mentoring a team. Excellent decision-making, organisational, and communication skills. Ability to work both independently and collaboratively within a multidisciplinary team. Desirable: Experience with high-net-worth and complex family trusts. Previous experience in a similar independent trust company setting. Proficiency in Microsoft Office and trust administration software. Why Join? Work within a prestigious and rapidly growing independent trust business. Be part of a team that values expertise, collaboration, and professional development. Competitive salary and benefits package. Hybrid working opportunities and career progression. How to Apply If you are a dedicated trust professional looking for your next challenge, apply now to join a forward-thinking organisation where your expertise will be valued and rewarded. Origin Legal is handling a number of Private Wealth vacancies throughout the South of England. If you are a Solicitor, Legal Executive or Paralegal looking to consider your options, please get in touch for a confidential discussion. Origin Legal follows strict best-practice recruitment guidelines monitored by the Recruitment and Employment Confederation (REC). Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who can demonstrate the skills necessary to fulfil the role.
Jun 27, 2025
Full time
Senior Trusts Manager About the Company Our client is a highly respected independent trust company, established to acquire and manage UK trust businesses from major banking institutions. The firm is led by an expert team with over a century of combined experience in trust management and has rapidly expanded through multiple acquisitions. Currently managing over 5,000 trusts with nearly £2 billion in assets, the company prides itself on delivering exceptional client service through a team of dedicated professionals from legal, tax, and financial advisory backgrounds. With continued expansion, including future plans for further UK and international offices, this is an exciting time to join a dynamic and forward-thinking trust business. The Role: As a Senior Trust Manager, you will play a pivotal role in leading and developing a team of trust professionals while managing a diverse portfolio of high-value family trusts. This is a hands-on role requiring a proactive and client-focused professional who can maintain the highest standards of trust administration, compliance, and risk management. You will also contribute to the company's strategic projects and technical training, ensuring that the trust division remains at the forefront of industry best practices. Key Responsibilities: Portfolio Management: Successfully oversee and manage a portfolio of complex family trusts, delivering outstanding client service. Team Leadership: Mentor, support, and develop a team of trust case managers, ensuring they deliver high-quality trust administration. Compliance & Risk Oversight: Ensure all trust cases comply with regulatory requirements, company policies, and best practices. Technical Training & Development: Provide ongoing training and technical guidance to the team, enhancing their trust knowledge and expertise. Business Strategy & Projects: Support the business by leading or contributing to key technical projects and initiatives. Client & Stakeholder Engagement: Build strong relationships with clients, professional advisors, and internal teams, ensuring seamless trust management and service delivery. Operational Excellence: Identify and implement process improvements to enhance the efficiency and effectiveness of trust case management. What We're Looking For: Essential: STEP qualification and/or relevant legal degree. Minimum 5 years' experience managing trusts within a professional services environment. In-depth knowledge of UK trust taxation and regulatory requirements. Strong leadership skills with experience managing and mentoring a team. Excellent decision-making, organisational, and communication skills. Ability to work both independently and collaboratively within a multidisciplinary team. Desirable: Experience with high-net-worth and complex family trusts. Previous experience in a similar independent trust company setting. Proficiency in Microsoft Office and trust administration software. Why Join? Work within a prestigious and rapidly growing independent trust business. Be part of a team that values expertise, collaboration, and professional development. Competitive salary and benefits package. Hybrid working opportunities and career progression. How to Apply If you are a dedicated trust professional looking for your next challenge, apply now to join a forward-thinking organisation where your expertise will be valued and rewarded. Origin Legal is handling a number of Private Wealth vacancies throughout the South of England. If you are a Solicitor, Legal Executive or Paralegal looking to consider your options, please get in touch for a confidential discussion. Origin Legal follows strict best-practice recruitment guidelines monitored by the Recruitment and Employment Confederation (REC). Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who can demonstrate the skills necessary to fulfil the role.
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 click apply for full job details
Jun 27, 2025
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 click apply for full job details
We are seeking a proactive and experienced Private Client Tax Manager to join our client's Private Client Services team. The successful candidate will manage a portfolio of personal tax clients, including high-net-worth individuals, non-domiciled individuals, and trusts. This role involves delivering high-quality compliance services and providing advisory support on a range of personal tax matters click apply for full job details
Jun 27, 2025
Full time
We are seeking a proactive and experienced Private Client Tax Manager to join our client's Private Client Services team. The successful candidate will manage a portfolio of personal tax clients, including high-net-worth individuals, non-domiciled individuals, and trusts. This role involves delivering high-quality compliance services and providing advisory support on a range of personal tax matters click apply for full job details
Senior Research Advisor We re looking for a credible, strategic, and impact-driven individual to join the organisation at a pivotal moment for stroke research and improvement, in this remote working role. Position: CE374 Senior Research Advisor Location: Home-based, UK, Nationwide. However, occasional travel will be required as part of this role (may include team meetings or other work-related meetings) Salary: Circa £60,000 per annum, negotiable depending on experience (inner London weighting £3,950 per annum or outer London weighting £2,275 per annum may be applied in accordance with where you live) Hours: 35 hours per week Contract: This is a 12 month fixed-term contract. Benefits: 25 days annual leave plus bank holidays (this will increase with service up to 30 days, full time equivalent) cashback and discount scheme, employee assistance programme, learning and development, pension scheme, Life Assurance, Eye Care vouchers, Long Service Award, Tax-free childcare, Health Cash Plan, Working Pattern Agreement, flexible working opportunities available. Closing Date: 7 July 2025. We reserve the right to close this vacancy early if we receive sufficient applications for the role. Interview Date: 17 July 2025 Interviews will be held via video conferencing. Please let us know if this will present any challenges when you email your application. The Role Reporting to the Associate Director of Systems Engagement, the Senior Research Advisor will take the lead in translating the Association s refreshed research strategy into action, shaping its implementation plan and designing the governance and delivery mechanisms needed to ensure its success. This includes evolving funding schemes, aligning internal systems and team capabilities, and scoping the future role in real-time quality improvement and implementation science. This is a rare opportunity to influence a future-facing research and improvement agenda in a leading UK health charity. The Senior Research Advisor will act as a senior advisor and thought partner to the leadership team, bringing expertise in applied research, translational science, and funding strategy. You will play a central role in shaping credibility and influence as a system leader, ensuring the Association drives forward a culture of testing, learning, and scaling what works. Key responsibilities will include: Leading the development of a robust implementation plan for the Association s refreshed research strategy, including the structures, processes, and partnerships needed for successful delivery. Redesigning funding schemes to support translational research, implementation, and real-world outcomes. Strengthening research governance and embedding QI and research into organisational strategy. Providing senior-level insight and support for the research and health systems insight and engagement teams. Positioning the Association as a visible and credible actor in stroke research and improvement. About You You will have: A PhD and significant senior-level experience in health research leadership. Proven ability to develop research strategies and funding mechanisms that accelerate translation and implementation. Strong system leadership credentials, with a track record of influencing across sectors. Deep knowledge of stroke, cardiovascular disease or neuroscience. A confident and flexible approach to agile working, with the ability to thrive in fast-paced, evolving environments. This is a home-based role with occasional travel required. To fulfil the role, you must be a resident of the UK and have the right to work in the UK. Please submit your CV, (including details of your current address), and a supporting statement of no more than two pages, demonstrating how you meet the person specification and what you bring to the role in terms of your skills and experience. If you are applying under the Disability Confident scheme, please indicate this in your supporting statement. Finding strength through support The organisation is the only charity in the UK providing lifelong support for all stroke survivors and their families. Providing tailored support to tens of thousands of stroke survivors each year. This support includes one-to-one and group support, funding vital scientific research into stroke prevention, acute treatment, recovery and long-term care, and campaigning to secure the best care for everyone affected by stroke. They are here for stroke survivors and their loved ones, from the moment they enter the new and frightening post-stroke world, supporting them every step of the way as they find their strength and their way back to life. It s only thanks to the generosity of supporters and donors that they can provide vital support. The Association is driven by an ambition to improve the lives of everyone affected by stroke. This means they re determined to create an equitable and inclusive workplace that benefits from the difference, and thrives on the diversity, of our people. Guided by an approach to solving inequity in stroke, the team are prioritising listening to, and learning from, lived experience across the charity. The charity are working to improve the representation of this lived experience at all levels within the Association and are eager to recruit applicants from a variety of communities and backgrounds. We are keen to receive applications from people affected by stroke, people of colour, members of LGBT+ communities, and disabled people because these identities and experiences are underrepresented and would add enormous value to how the organisation work. A Disability Confident employer, the organisation is making great progress focusing on flexible working, reasonable adjustments and access to work. The charity has a variety of staff network groups and are committed to continuously improving diversity and inclusion efforts. If you have questions, or access needs, we re happy to discuss any support and adjustments we can make throughout the recruitment process so that you re able to contribute your best in a way that meets your needs. You may also have experience in areas such as Research, Researcher, Research Advisor, Senior Researcher, Senior Research Advisor, Lead Researcher, Lead Research Advisor, Health Research, Health Researcher, Health Research Advisor, Senior Health Researcher, Senior Health Research Advisor. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Jun 27, 2025
Full time
Senior Research Advisor We re looking for a credible, strategic, and impact-driven individual to join the organisation at a pivotal moment for stroke research and improvement, in this remote working role. Position: CE374 Senior Research Advisor Location: Home-based, UK, Nationwide. However, occasional travel will be required as part of this role (may include team meetings or other work-related meetings) Salary: Circa £60,000 per annum, negotiable depending on experience (inner London weighting £3,950 per annum or outer London weighting £2,275 per annum may be applied in accordance with where you live) Hours: 35 hours per week Contract: This is a 12 month fixed-term contract. Benefits: 25 days annual leave plus bank holidays (this will increase with service up to 30 days, full time equivalent) cashback and discount scheme, employee assistance programme, learning and development, pension scheme, Life Assurance, Eye Care vouchers, Long Service Award, Tax-free childcare, Health Cash Plan, Working Pattern Agreement, flexible working opportunities available. Closing Date: 7 July 2025. We reserve the right to close this vacancy early if we receive sufficient applications for the role. Interview Date: 17 July 2025 Interviews will be held via video conferencing. Please let us know if this will present any challenges when you email your application. The Role Reporting to the Associate Director of Systems Engagement, the Senior Research Advisor will take the lead in translating the Association s refreshed research strategy into action, shaping its implementation plan and designing the governance and delivery mechanisms needed to ensure its success. This includes evolving funding schemes, aligning internal systems and team capabilities, and scoping the future role in real-time quality improvement and implementation science. This is a rare opportunity to influence a future-facing research and improvement agenda in a leading UK health charity. The Senior Research Advisor will act as a senior advisor and thought partner to the leadership team, bringing expertise in applied research, translational science, and funding strategy. You will play a central role in shaping credibility and influence as a system leader, ensuring the Association drives forward a culture of testing, learning, and scaling what works. Key responsibilities will include: Leading the development of a robust implementation plan for the Association s refreshed research strategy, including the structures, processes, and partnerships needed for successful delivery. Redesigning funding schemes to support translational research, implementation, and real-world outcomes. Strengthening research governance and embedding QI and research into organisational strategy. Providing senior-level insight and support for the research and health systems insight and engagement teams. Positioning the Association as a visible and credible actor in stroke research and improvement. About You You will have: A PhD and significant senior-level experience in health research leadership. Proven ability to develop research strategies and funding mechanisms that accelerate translation and implementation. Strong system leadership credentials, with a track record of influencing across sectors. Deep knowledge of stroke, cardiovascular disease or neuroscience. A confident and flexible approach to agile working, with the ability to thrive in fast-paced, evolving environments. This is a home-based role with occasional travel required. To fulfil the role, you must be a resident of the UK and have the right to work in the UK. Please submit your CV, (including details of your current address), and a supporting statement of no more than two pages, demonstrating how you meet the person specification and what you bring to the role in terms of your skills and experience. If you are applying under the Disability Confident scheme, please indicate this in your supporting statement. Finding strength through support The organisation is the only charity in the UK providing lifelong support for all stroke survivors and their families. Providing tailored support to tens of thousands of stroke survivors each year. This support includes one-to-one and group support, funding vital scientific research into stroke prevention, acute treatment, recovery and long-term care, and campaigning to secure the best care for everyone affected by stroke. They are here for stroke survivors and their loved ones, from the moment they enter the new and frightening post-stroke world, supporting them every step of the way as they find their strength and their way back to life. It s only thanks to the generosity of supporters and donors that they can provide vital support. The Association is driven by an ambition to improve the lives of everyone affected by stroke. This means they re determined to create an equitable and inclusive workplace that benefits from the difference, and thrives on the diversity, of our people. Guided by an approach to solving inequity in stroke, the team are prioritising listening to, and learning from, lived experience across the charity. The charity are working to improve the representation of this lived experience at all levels within the Association and are eager to recruit applicants from a variety of communities and backgrounds. We are keen to receive applications from people affected by stroke, people of colour, members of LGBT+ communities, and disabled people because these identities and experiences are underrepresented and would add enormous value to how the organisation work. A Disability Confident employer, the organisation is making great progress focusing on flexible working, reasonable adjustments and access to work. The charity has a variety of staff network groups and are committed to continuously improving diversity and inclusion efforts. If you have questions, or access needs, we re happy to discuss any support and adjustments we can make throughout the recruitment process so that you re able to contribute your best in a way that meets your needs. You may also have experience in areas such as Research, Researcher, Research Advisor, Senior Researcher, Senior Research Advisor, Lead Researcher, Lead Research Advisor, Health Research, Health Researcher, Health Research Advisor, Senior Health Researcher, Senior Health Research Advisor. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
