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private client tax manager
Curtis Recruitment
Private Client Tax Senior Manager
Curtis Recruitment Oxford, Oxfordshire
We are recruiting for a Private Client Tax Senior Manager on behalf of a renowned accountancy practice, with the role being available at either of the firms Reading, Newbury or Oxford office. The role is available within the Private Client Tax Team due to continued growth and ongoing success. Along with a competitive salary the firm will offer the Private Client Tax Senior Manager a supportive work click apply for full job details
Jan 10, 2026
Full time
We are recruiting for a Private Client Tax Senior Manager on behalf of a renowned accountancy practice, with the role being available at either of the firms Reading, Newbury or Oxford office. The role is available within the Private Client Tax Team due to continued growth and ongoing success. Along with a competitive salary the firm will offer the Private Client Tax Senior Manager a supportive work click apply for full job details
Artemis Human Capital
Associate Director - Corporate Tax
Artemis Human Capital City, Belfast
Overview Artemis Human Capital is delighted to be partnering with a leading local accountancy firm as they seek to appoint anAssociate Directorto theircorporate taxteam. This is a high-impact role for a senior tax professional who's ready to step into a strategic leadership position with a well-respected, growing practice. This opportunity offers excellent long-term progression potential, with aclear route to Director or Partner, alongside a collaborative working environment, a tailored client base, and a competitive benefits package. Benefits A competitive salary of up to £80,000per annum. Attractive performance-relatedbonusscheme. Hybrid & flexible workingoptions. Early finish Friday. City centrecar parking. Awell resourced & collaborativetax team! Strongcareer progressionpathway. Atailored client portfolio. Comprehensive wider benefits package (includingprivate health care&enhanced parental leave). Roles & Responsibilities As Associate Director, you'll be a key member of senior leadership & will assist with driving success of the corporate tax function. Day-to-day, your role will involve: Taking lead on complex corporate tax advisory projects. Managing a portfolio of clients tailored to your specialist areas. Supporting with business development. Advising on transactions including M&A, restructures, & tax due diligence. Reviewing compliance work & ensuring technical excellent across the team. Coaching & mentoring junior team members to support with development. What You'll Bring ACA and/or CTA qualification with at least 3 years' post-qualifying experience. Strong track record in corporate tax. Strategic thinker with excellent technical knowledge. Strong communication & client management skills. Previous experience in a senior or managerial role within practice. If you're ready to take your career to the next level and play a key role in shaping the future of a successful tax team, get in touch withBeth Gaultat Artemis Human Capital or click the link below to apply in confidence. Tagged as: ACA, Corporate Tax, Tax Accountant
Jan 10, 2026
Full time
Overview Artemis Human Capital is delighted to be partnering with a leading local accountancy firm as they seek to appoint anAssociate Directorto theircorporate taxteam. This is a high-impact role for a senior tax professional who's ready to step into a strategic leadership position with a well-respected, growing practice. This opportunity offers excellent long-term progression potential, with aclear route to Director or Partner, alongside a collaborative working environment, a tailored client base, and a competitive benefits package. Benefits A competitive salary of up to £80,000per annum. Attractive performance-relatedbonusscheme. Hybrid & flexible workingoptions. Early finish Friday. City centrecar parking. Awell resourced & collaborativetax team! Strongcareer progressionpathway. Atailored client portfolio. Comprehensive wider benefits package (includingprivate health care&enhanced parental leave). Roles & Responsibilities As Associate Director, you'll be a key member of senior leadership & will assist with driving success of the corporate tax function. Day-to-day, your role will involve: Taking lead on complex corporate tax advisory projects. Managing a portfolio of clients tailored to your specialist areas. Supporting with business development. Advising on transactions including M&A, restructures, & tax due diligence. Reviewing compliance work & ensuring technical excellent across the team. Coaching & mentoring junior team members to support with development. What You'll Bring ACA and/or CTA qualification with at least 3 years' post-qualifying experience. Strong track record in corporate tax. Strategic thinker with excellent technical knowledge. Strong communication & client management skills. Previous experience in a senior or managerial role within practice. If you're ready to take your career to the next level and play a key role in shaping the future of a successful tax team, get in touch withBeth Gaultat Artemis Human Capital or click the link below to apply in confidence. Tagged as: ACA, Corporate Tax, Tax Accountant
Finance Business Partner
Arthur J. Gallagher & Co. (AJG)
Introduction At Gallagher Re, we bring clarity to complexity by helping clients around the world make confident, data-driven decisions in a rapidly evolving risk landscape. Here, you'll be part of a team that leverages world-class analytics and deep reinsurance expertise to deliver strategic advisory services and transactional excellence. Together, we transform advanced insights and market intelligence into strategies that protect businesses, drive performance, and shape the future of reinsurance. We're a community of decision makers, future shapers, and trusted experts working side by side to deliver meaningful impact through innovative thinking and practical solutions. At Gallagher Re, your curiosity is welcomed, your growth is championed, and your work truly matters. This is a place where you'll have the freedom to explore new ideas, take ownership of your career, and collaborate with people who are as driven and inquisitive as you are. Overview Ready to Make an Impact? JoinGallagher Re as aFinance Business Partner and help shape the future of a global industry leader! Gallagher Re, a key division of Gallagher International Brokerage, is seeking a proactive and dynamicFinance Business Partnerto join our team. Operating at the heart of the reinsurance market, Gallagher Re is a global leader in delivering innovative and tailored reinsurance solutions to clients worldwide. This is your chance to take on a critical role in driving financial excellence, supporting strategic decision-making, and contributing to the success of a business built on innovation, collaboration, and growth. Be part of something extraordinary - apply today! How you'll make an impact As a Finance Business Partner, you'll be the trusted advisor, providing expert financial insights and guidance. Providing the leadership with: Strategic Financial Support:Deliver high-quality financial analysis, advice, and modelling to enable well-informed decision-making aligned with company objectives. Business Partnering & Decision Support: Analyse financial performance, challenge business decisions, and provide clear insights to leaders. Collaboration Focus: Cultivate positive connections with collaborators, challenge performance, and support growth initiatives to drive profitability. Monthly Management Reporting:Lead and support the financial close process, present management accounts, and embed financial control in business processes. Budgeting & Forecasting:Coordinate annual budget processes, improve forecasting models, and ensure accurate allocation of overhead expenses. Change Management:Contribute to finance inputs for new systems and drive improvement initiatives across the business. Leadership & Development:Support the management and development of colleagues, ensuring exceptional service delivery. About You Qualified accountant (ACA, CIMA, or ACCA) with experience supporting non-accounting managers in financial analysis and modelling. Currently working in a large and complex business - either within a leading blue chip, financial services or publicly listed firm. Robust stakeholder engagement within a complex matrix is essential. Great communicator, able to build strong personal relationships at all levels. Strong commercial awareness and influencing skills. Proactive. Prepared to take ownership of assigned tasks and multi-task. Proven knowledge of Management Accounting techniques and Financial Accounting principles. Excellent teammate with a can-do attitude. Able to work to tight deadlines. Able to communicate key messages clearly and concisely. Experience in cost management and reduction. Good awareness of what constitutes good conduct in a regulatory environment. Eligibility to work in the UK. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jan 10, 2026
Full time
Introduction At Gallagher Re, we bring clarity to complexity by helping clients around the world make confident, data-driven decisions in a rapidly evolving risk landscape. Here, you'll be part of a team that leverages world-class analytics and deep reinsurance expertise to deliver strategic advisory services and transactional excellence. Together, we transform advanced insights and market intelligence into strategies that protect businesses, drive performance, and shape the future of reinsurance. We're a community of decision makers, future shapers, and trusted experts working side by side to deliver meaningful impact through innovative thinking and practical solutions. At Gallagher Re, your curiosity is welcomed, your growth is championed, and your work truly matters. This is a place where you'll have the freedom to explore new ideas, take ownership of your career, and collaborate with people who are as driven and inquisitive as you are. Overview Ready to Make an Impact? JoinGallagher Re as aFinance Business Partner and help shape the future of a global industry leader! Gallagher Re, a key division of Gallagher International Brokerage, is seeking a proactive and dynamicFinance Business Partnerto join our team. Operating at the heart of the reinsurance market, Gallagher Re is a global leader in delivering innovative and tailored reinsurance solutions to clients worldwide. This is your chance to take on a critical role in driving financial excellence, supporting strategic decision-making, and contributing to the success of a business built on innovation, collaboration, and growth. Be part of something extraordinary - apply today! How you'll make an impact As a Finance Business Partner, you'll be the trusted advisor, providing expert financial insights and guidance. Providing the leadership with: Strategic Financial Support:Deliver high-quality financial analysis, advice, and modelling to enable well-informed decision-making aligned with company objectives. Business Partnering & Decision Support: Analyse financial performance, challenge business decisions, and provide clear insights to leaders. Collaboration Focus: Cultivate positive connections with collaborators, challenge performance, and support growth initiatives to drive profitability. Monthly Management Reporting:Lead and support the financial close process, present management accounts, and embed financial control in business processes. Budgeting & Forecasting:Coordinate annual budget processes, improve forecasting models, and ensure accurate allocation of overhead expenses. Change Management:Contribute to finance inputs for new systems and drive improvement initiatives across the business. Leadership & Development:Support the management and development of colleagues, ensuring exceptional service delivery. About You Qualified accountant (ACA, CIMA, or ACCA) with experience supporting non-accounting managers in financial analysis and modelling. Currently working in a large and complex business - either within a leading blue chip, financial services or publicly listed firm. Robust stakeholder engagement within a complex matrix is essential. Great communicator, able to build strong personal relationships at all levels. Strong commercial awareness and influencing skills. Proactive. Prepared to take ownership of assigned tasks and multi-task. Proven knowledge of Management Accounting techniques and Financial Accounting principles. Excellent teammate with a can-do attitude. Able to work to tight deadlines. Able to communicate key messages clearly and concisely. Experience in cost management and reduction. Good awareness of what constitutes good conduct in a regulatory environment. Eligibility to work in the UK. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Associate Pension Consultant
Arthur J. Gallagher & Co. (AJG)
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Are you ready to elevate your career with an outstanding opportunity in the Finance and Insurance sector? Join Arthur J. Gallagher & Co. as an Associate Pensions Consultant and become a part of a team that values excellence, collaboration, and innovation. This role is crafted for professionals who are eager to provide elite service and make a tangible impact on our diverse client portfolio! How you'll make an impact Support Lead Consultant: Assist in daily account management for a client portfolio, ensuring flawless service delivery. Client Interaction: Anticipate and respond to client needs with timely, flexible service, developing and maintaining positive relationships with corporate clients. Revenue and Growth: Assist in achieving revenue targets through client retention and growth, conducting pension market reviews, and helping to implement pension schemes. Governance and Compliance: Provide pension governance duties, manage action points from meetings, and ensure client compliance with Automatic Enrolment duties. Employee Engagement: Assist with employee 1:1s, onsite presentations, and prepare communications for workplace pension schemes and benefits. Technical Expertise: Maintain up-to-date technical knowledge of employee benefits, support salary exchange guidance, and address scheme member queries. Relationship Building: Develop internal and third-party relationships for efficient service delivery. Presentation Preparation: Prepare compelling PowerPoint presentations for clients. Financial Oversight: Assist in monitoring income and maintaining financial control over budgets. Time Management: Manage time effectively to meet client deadlines and service levels. About You Technical Expertise: Strong knowledge of Corporate DC pensions; additional familiarity with Group Risk and Healthcare is advantageous. Training and Development: Enthusiastic about ongoing training and development to stay current with industry, sector, and technical knowledge. Consulting Skills: Proficient in communication, questioning, listening, report writing, and presenting. Technical Proficiency: Strong skills in Microsoft Office (Excel, Word, PowerPoint) and internal systems. Regulatory Knowledge: Understanding of regulatory requirements for both 'advised' and 'non-advised' sales. Experience: Previous experience in a similar role within Financial Services or administration is preferred. Customer Service: Outstanding customer service and relationship-building skills. Communication: Strong verbal and written communication abilities. Organizational Skills: Outstanding organizational skills to meet tight deadlines and manage multiple tasks efficiently. Attention to Detail: High accuracy and attention to detail in documentation. Be part of a dynamic team where your contributions are valued and your professional growth is supported. At Arthur J. Gallagher & Co., we believe in encouraging an inclusive and collaborative environment where ambitious professionals can thrive and compete on a global stage. Join us to not only meet but exceed client expectations with your proven skills and dedication! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jan 10, 2026
Full time
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Are you ready to elevate your career with an outstanding opportunity in the Finance and Insurance sector? Join Arthur J. Gallagher & Co. as an Associate Pensions Consultant and become a part of a team that values excellence, collaboration, and innovation. This role is crafted for professionals who are eager to provide elite service and make a tangible impact on our diverse client portfolio! How you'll make an impact Support Lead Consultant: Assist in daily account management for a client portfolio, ensuring flawless service delivery. Client Interaction: Anticipate and respond to client needs with timely, flexible service, developing and maintaining positive relationships with corporate clients. Revenue and Growth: Assist in achieving revenue targets through client retention and growth, conducting pension market reviews, and helping to implement pension schemes. Governance and Compliance: Provide pension governance duties, manage action points from meetings, and ensure client compliance with Automatic Enrolment duties. Employee Engagement: Assist with employee 1:1s, onsite presentations, and prepare communications for workplace pension schemes and benefits. Technical Expertise: Maintain up-to-date technical knowledge of employee benefits, support salary exchange guidance, and address scheme member queries. Relationship Building: Develop internal and third-party relationships for efficient service delivery. Presentation Preparation: Prepare compelling PowerPoint presentations for clients. Financial Oversight: Assist in monitoring income and maintaining financial control over budgets. Time Management: Manage time effectively to meet client deadlines and service levels. About You Technical Expertise: Strong knowledge of Corporate DC pensions; additional familiarity with Group Risk and Healthcare is advantageous. Training and Development: Enthusiastic about ongoing training and development to stay current with industry, sector, and technical knowledge. Consulting Skills: Proficient in communication, questioning, listening, report writing, and presenting. Technical Proficiency: Strong skills in Microsoft Office (Excel, Word, PowerPoint) and internal systems. Regulatory Knowledge: Understanding of regulatory requirements for both 'advised' and 'non-advised' sales. Experience: Previous experience in a similar role within Financial Services or administration is preferred. Customer Service: Outstanding customer service and relationship-building skills. Communication: Strong verbal and written communication abilities. Organizational Skills: Outstanding organizational skills to meet tight deadlines and manage multiple tasks efficiently. Attention to Detail: High accuracy and attention to detail in documentation. Be part of a dynamic team where your contributions are valued and your professional growth is supported. At Arthur J. Gallagher & Co., we believe in encouraging an inclusive and collaborative environment where ambitious professionals can thrive and compete on a global stage. Join us to not only meet but exceed client expectations with your proven skills and dedication! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Associate Pension Consultant
Arthur J. Gallagher & Co. (AJG) Edinburgh, Midlothian
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Are you ready to elevate your career with an outstanding opportunity in the Finance and Insurance sector? Join Arthur J. Gallagher & Co. as an Associate Pensions Consultant and become a part of a team that values excellence, collaboration, and innovation. This role is crafted for professionals who are eager to provide elite service and make a tangible impact on our diverse client portfolio! How you'll make an impact Support Lead Consultant: Assist in daily account management for a client portfolio, ensuring flawless service delivery. Client Interaction: Anticipate and respond to client needs with timely, flexible service, developing and maintaining positive relationships with corporate clients. Revenue and Growth: Assist in achieving revenue targets through client retention and growth, conducting pension market reviews, and helping to implement pension schemes. Governance and Compliance: Provide pension governance duties, manage action points from meetings, and ensure client compliance with Automatic Enrolment duties. Employee Engagement: Assist with employee 1:1s, onsite presentations, and prepare communications for workplace pension schemes and benefits. Technical Expertise: Maintain up-to-date technical knowledge of employee benefits, support salary exchange guidance, and address scheme member queries. Relationship Building: Develop internal and third-party relationships for efficient service delivery. Presentation Preparation: Prepare compelling PowerPoint presentations for clients. Financial Oversight: Assist in monitoring income and maintaining financial control over budgets. Time Management: Manage time effectively to meet client deadlines and service levels. About You Technical Expertise: Strong knowledge of Corporate DC pensions; additional familiarity with Group Risk and Healthcare is advantageous. Training and Development: Enthusiastic about ongoing training and development to stay current with industry, sector, and technical knowledge. Consulting Skills: Proficient in communication, questioning, listening, report writing, and presenting. Technical Proficiency: Strong skills in Microsoft Office (Excel, Word, PowerPoint) and internal systems. Regulatory Knowledge: Understanding of regulatory requirements for both 'advised' and 'non-advised' sales. Experience: Previous experience in a similar role within Financial Services or administration is preferred. Customer Service: Outstanding customer service and relationship-building skills. Communication: Strong verbal and written communication abilities. Organizational Skills: Outstanding organizational skills to meet tight deadlines and manage multiple tasks efficiently. Attention to Detail: High accuracy and attention to detail in documentation. Be part of a dynamic team where your contributions are valued and your professional growth is supported. At Arthur J. Gallagher & Co., we believe in encouraging an inclusive and collaborative environment where ambitious professionals can thrive and compete on a global stage. Join us to not only meet but exceed client expectations with your proven skills and dedication! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jan 10, 2026
Full time
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Are you ready to elevate your career with an outstanding opportunity in the Finance and Insurance sector? Join Arthur J. Gallagher & Co. as an Associate Pensions Consultant and become a part of a team that values excellence, collaboration, and innovation. This role is crafted for professionals who are eager to provide elite service and make a tangible impact on our diverse client portfolio! How you'll make an impact Support Lead Consultant: Assist in daily account management for a client portfolio, ensuring flawless service delivery. Client Interaction: Anticipate and respond to client needs with timely, flexible service, developing and maintaining positive relationships with corporate clients. Revenue and Growth: Assist in achieving revenue targets through client retention and growth, conducting pension market reviews, and helping to implement pension schemes. Governance and Compliance: Provide pension governance duties, manage action points from meetings, and ensure client compliance with Automatic Enrolment duties. Employee Engagement: Assist with employee 1:1s, onsite presentations, and prepare communications for workplace pension schemes and benefits. Technical Expertise: Maintain up-to-date technical knowledge of employee benefits, support salary exchange guidance, and address scheme member queries. Relationship Building: Develop internal and third-party relationships for efficient service delivery. Presentation Preparation: Prepare compelling PowerPoint presentations for clients. Financial Oversight: Assist in monitoring income and maintaining financial control over budgets. Time Management: Manage time effectively to meet client deadlines and service levels. About You Technical Expertise: Strong knowledge of Corporate DC pensions; additional familiarity with Group Risk and Healthcare is advantageous. Training and Development: Enthusiastic about ongoing training and development to stay current with industry, sector, and technical knowledge. Consulting Skills: Proficient in communication, questioning, listening, report writing, and presenting. Technical Proficiency: Strong skills in Microsoft Office (Excel, Word, PowerPoint) and internal systems. Regulatory Knowledge: Understanding of regulatory requirements for both 'advised' and 'non-advised' sales. Experience: Previous experience in a similar role within Financial Services or administration is preferred. Customer Service: Outstanding customer service and relationship-building skills. Communication: Strong verbal and written communication abilities. Organizational Skills: Outstanding organizational skills to meet tight deadlines and manage multiple tasks efficiently. Attention to Detail: High accuracy and attention to detail in documentation. Be part of a dynamic team where your contributions are valued and your professional growth is supported. At Arthur J. Gallagher & Co., we believe in encouraging an inclusive and collaborative environment where ambitious professionals can thrive and compete on a global stage. Join us to not only meet but exceed client expectations with your proven skills and dedication! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Associate Pension Consultant
Arthur J. Gallagher & Co. (AJG) City, Manchester
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Are you ready to elevate your career with an outstanding opportunity in the Finance and Insurance sector? Join Arthur J. Gallagher & Co. as an Associate Pensions Consultant and become a part of a team that values excellence, collaboration, and innovation. This role is crafted for professionals who are eager to provide elite service and make a tangible impact on our diverse client portfolio! How you'll make an impact Support Lead Consultant: Assist in daily account management for a client portfolio, ensuring flawless service delivery. Client Interaction: Anticipate and respond to client needs with timely, flexible service, developing and maintaining positive relationships with corporate clients. Revenue and Growth: Assist in achieving revenue targets through client retention and growth, conducting pension market reviews, and helping to implement pension schemes. Governance and Compliance: Provide pension governance duties, manage action points from meetings, and ensure client compliance with Automatic Enrolment duties. Employee Engagement: Assist with employee 1:1s, onsite presentations, and prepare communications for workplace pension schemes and benefits. Technical Expertise: Maintain up-to-date technical knowledge of employee benefits, support salary exchange guidance, and address scheme member queries. Relationship Building: Develop internal and third-party relationships for efficient service delivery. Presentation Preparation: Prepare compelling PowerPoint presentations for clients. Financial Oversight: Assist in monitoring income and maintaining financial control over budgets. Time Management: Manage time effectively to meet client deadlines and service levels. About You Technical Expertise: Strong knowledge of Corporate DC pensions; additional familiarity with Group Risk and Healthcare is advantageous. Training and Development: Enthusiastic about ongoing training and development to stay current with industry, sector, and technical knowledge. Consulting Skills: Proficient in communication, questioning, listening, report writing, and presenting. Technical Proficiency: Strong skills in Microsoft Office (Excel, Word, PowerPoint) and internal systems. Regulatory Knowledge: Understanding of regulatory requirements for both 'advised' and 'non-advised' sales. Experience: Previous experience in a similar role within Financial Services or administration is preferred. Customer Service: Outstanding customer service and relationship-building skills. Communication: Strong verbal and written communication abilities. Organizational Skills: Outstanding organizational skills to meet tight deadlines and manage multiple tasks efficiently. Attention to Detail: High accuracy and attention to detail in documentation. Be part of a dynamic team where your contributions are valued and your professional growth is supported. At Arthur J. Gallagher & Co., we believe in encouraging an inclusive and collaborative environment where ambitious professionals can thrive and compete on a global stage. Join us to not only meet but exceed client expectations with your proven skills and dedication! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jan 10, 2026
Full time
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Are you ready to elevate your career with an outstanding opportunity in the Finance and Insurance sector? Join Arthur J. Gallagher & Co. as an Associate Pensions Consultant and become a part of a team that values excellence, collaboration, and innovation. This role is crafted for professionals who are eager to provide elite service and make a tangible impact on our diverse client portfolio! How you'll make an impact Support Lead Consultant: Assist in daily account management for a client portfolio, ensuring flawless service delivery. Client Interaction: Anticipate and respond to client needs with timely, flexible service, developing and maintaining positive relationships with corporate clients. Revenue and Growth: Assist in achieving revenue targets through client retention and growth, conducting pension market reviews, and helping to implement pension schemes. Governance and Compliance: Provide pension governance duties, manage action points from meetings, and ensure client compliance with Automatic Enrolment duties. Employee Engagement: Assist with employee 1:1s, onsite presentations, and prepare communications for workplace pension schemes and benefits. Technical Expertise: Maintain up-to-date technical knowledge of employee benefits, support salary exchange guidance, and address scheme member queries. Relationship Building: Develop internal and third-party relationships for efficient service delivery. Presentation Preparation: Prepare compelling PowerPoint presentations for clients. Financial Oversight: Assist in monitoring income and maintaining financial control over budgets. Time Management: Manage time effectively to meet client deadlines and service levels. About You Technical Expertise: Strong knowledge of Corporate DC pensions; additional familiarity with Group Risk and Healthcare is advantageous. Training and Development: Enthusiastic about ongoing training and development to stay current with industry, sector, and technical knowledge. Consulting Skills: Proficient in communication, questioning, listening, report writing, and presenting. Technical Proficiency: Strong skills in Microsoft Office (Excel, Word, PowerPoint) and internal systems. Regulatory Knowledge: Understanding of regulatory requirements for both 'advised' and 'non-advised' sales. Experience: Previous experience in a similar role within Financial Services or administration is preferred. Customer Service: Outstanding customer service and relationship-building skills. Communication: Strong verbal and written communication abilities. Organizational Skills: Outstanding organizational skills to meet tight deadlines and manage multiple tasks efficiently. Attention to Detail: High accuracy and attention to detail in documentation. Be part of a dynamic team where your contributions are valued and your professional growth is supported. At Arthur J. Gallagher & Co., we believe in encouraging an inclusive and collaborative environment where ambitious professionals can thrive and compete on a global stage. Join us to not only meet but exceed client expectations with your proven skills and dedication! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Associate Pension Consultant
Arthur J. Gallagher & Co. (AJG) City, Birmingham
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Are you ready to elevate your career with an outstanding opportunity in the Finance and Insurance sector? Join Arthur J. Gallagher & Co. as an Associate Pensions Consultant and become a part of a team that values excellence, collaboration, and innovation. This role is crafted for professionals who are eager to provide elite service and make a tangible impact on our diverse client portfolio! How you'll make an impact Support Lead Consultant: Assist in daily account management for a client portfolio, ensuring flawless service delivery. Client Interaction: Anticipate and respond to client needs with timely, flexible service, developing and maintaining positive relationships with corporate clients. Revenue and Growth: Assist in achieving revenue targets through client retention and growth, conducting pension market reviews, and helping to implement pension schemes. Governance and Compliance: Provide pension governance duties, manage action points from meetings, and ensure client compliance with Automatic Enrolment duties. Employee Engagement: Assist with employee 1:1s, onsite presentations, and prepare communications for workplace pension schemes and benefits. Technical Expertise: Maintain up-to-date technical knowledge of employee benefits, support salary exchange guidance, and address scheme member queries. Relationship Building: Develop internal and third-party relationships for efficient service delivery. Presentation Preparation: Prepare compelling PowerPoint presentations for clients. Financial Oversight: Assist in monitoring income and maintaining financial control over budgets. Time Management: Manage time effectively to meet client deadlines and service levels. About You Technical Expertise: Strong knowledge of Corporate DC pensions; additional familiarity with Group Risk and Healthcare is advantageous. Training and Development: Enthusiastic about ongoing training and development to stay current with industry, sector, and technical knowledge. Consulting Skills: Proficient in communication, questioning, listening, report writing, and presenting. Technical Proficiency: Strong skills in Microsoft Office (Excel, Word, PowerPoint) and internal systems. Regulatory Knowledge: Understanding of regulatory requirements for both 'advised' and 'non-advised' sales. Experience: Previous experience in a similar role within Financial Services or administration is preferred. Customer Service: Outstanding customer service and relationship-building skills. Communication: Strong verbal and written communication abilities. Organizational Skills: Outstanding organizational skills to meet tight deadlines and manage multiple tasks efficiently. Attention to Detail: High accuracy and attention to detail in documentation. Be part of a dynamic team where your contributions are valued and your professional growth is supported. At Arthur J. Gallagher & Co., we believe in encouraging an inclusive and collaborative environment where ambitious professionals can thrive and compete on a global stage. Join us to not only meet but exceed client expectations with your proven skills and dedication! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jan 10, 2026
Full time
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Are you ready to elevate your career with an outstanding opportunity in the Finance and Insurance sector? Join Arthur J. Gallagher & Co. as an Associate Pensions Consultant and become a part of a team that values excellence, collaboration, and innovation. This role is crafted for professionals who are eager to provide elite service and make a tangible impact on our diverse client portfolio! How you'll make an impact Support Lead Consultant: Assist in daily account management for a client portfolio, ensuring flawless service delivery. Client Interaction: Anticipate and respond to client needs with timely, flexible service, developing and maintaining positive relationships with corporate clients. Revenue and Growth: Assist in achieving revenue targets through client retention and growth, conducting pension market reviews, and helping to implement pension schemes. Governance and Compliance: Provide pension governance duties, manage action points from meetings, and ensure client compliance with Automatic Enrolment duties. Employee Engagement: Assist with employee 1:1s, onsite presentations, and prepare communications for workplace pension schemes and benefits. Technical Expertise: Maintain up-to-date technical knowledge of employee benefits, support salary exchange guidance, and address scheme member queries. Relationship Building: Develop internal and third-party relationships for efficient service delivery. Presentation Preparation: Prepare compelling PowerPoint presentations for clients. Financial Oversight: Assist in monitoring income and maintaining financial control over budgets. Time Management: Manage time effectively to meet client deadlines and service levels. About You Technical Expertise: Strong knowledge of Corporate DC pensions; additional familiarity with Group Risk and Healthcare is advantageous. Training and Development: Enthusiastic about ongoing training and development to stay current with industry, sector, and technical knowledge. Consulting Skills: Proficient in communication, questioning, listening, report writing, and presenting. Technical Proficiency: Strong skills in Microsoft Office (Excel, Word, PowerPoint) and internal systems. Regulatory Knowledge: Understanding of regulatory requirements for both 'advised' and 'non-advised' sales. Experience: Previous experience in a similar role within Financial Services or administration is preferred. Customer Service: Outstanding customer service and relationship-building skills. Communication: Strong verbal and written communication abilities. Organizational Skills: Outstanding organizational skills to meet tight deadlines and manage multiple tasks efficiently. Attention to Detail: High accuracy and attention to detail in documentation. Be part of a dynamic team where your contributions are valued and your professional growth is supported. At Arthur J. Gallagher & Co., we believe in encouraging an inclusive and collaborative environment where ambitious professionals can thrive and compete on a global stage. Join us to not only meet but exceed client expectations with your proven skills and dedication! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Pension Administrator - Apprentice (Liverpool)
LGBT Great City, Liverpool
Pension Administrator - Apprentice (Liverpool) Liverpool, United Kingdom Looking to start your career but do not want to pay university fees? Considering changing your career pathway and want to gain a professional qualification? Then look no further as we have the perfect opportunity for you! September 2026 start - 18 months programme leading to permanent role Friendly supportive inclusive teams to help you succeed Above average apprenticeship salary plus competitive discretionary annual bonus and salary review Private Medical Cover Pension Gym membership/Cinema/Shopping discounts Social/sporting groups if you want to take part! Once you qualify, we offer many progression opportunities with a career to be proud of! Pension Administration Apprenticeship Location: Liverpool Start date: September 2026 Apprenticeship Level: Workplace Pensions Administrator Level 3 Selection Process: CV / Telephone Interview / Assessment Centre Who are we? Barnett Waddingham (part of Howden Employee Benefits) is a leading independent UK professional services consultancy advising on risk, pensions, investment and insurance. With over 1700 people across 11 offices, our core purpose is based around empowering people to secure better futures. We are a sustainable and thriving client and people focussed organisation, committed to doing the right thing. We are dependent on talented and well-trained employees who enjoy working for a leading organisation and we pride ourselves on being a friendly, supportive and inclusive firm and we have a solid structure in place to ensure you have all of the training to start your career. We are committed to our core purpose of doing the right thing. This is underpinned by our core behaviours, building relationships, finding solutions and delivering impact. What is it like to work here? We empower everyone that works for us by educating, inspiring and enabling so that everyone can reach their full potential and grow their career. As a "Best Companies Top 100 Best Large Companies to work for in the UK" and being recognised as one of the 'best places to work in the UK' in 2024, people who join us tend to stay, thriving in a professional learning environment and caring, inclusive, friendly culture. We understand it can be very daunting either starting your first job after school or college or if you are changing careers. We can help you make that transition; our approachable teams will support you as you not only start your career, but also as you continue to progress among the many pathways we can offer. What will you do as a Pension Administration Apprentice? Pension administrators look after pension scheme members and make sure they receive the right pension at the right time and advise them of their rights and benefits to make important decisions about their retirement. Here are just a few of the day-to-day tasks you can be involved in: Communicating with clients, their members and advisers via email, letter, and telephone. Process client pension payrolls, including calculations of net pay, arranging payments, liaison with tax offices and preparation of year end returns. The preparation of computer-generated benefit calculations and related correspondence Attending team meetings to understand the priorities and offering support as required. Plus, lots more including interesting project work What qualification will I study for? Working with our training provider, you will study for the Workplace Pensions Administrator Level 3 qualification. The apprentice programme is well structured with the support of a skills coach, friendly mentors, and line managers to ensure you succeed in your role and study. We will also teach you how to use our systems and provide all the pensions knowledge and skills you need to be able to communicate information to members and advise clients. Can I progress beyond the apprenticeship? There are lots of career opportunities to explore beyond your apprenticeship. You will be encouraged to continue to study and develop your skills if you wish to do so and many of our apprentices have gone on to more senior roles within Barnett Waddingham. What do we look for? We are looking for a friendly customer-focused approach with good attention to detail. You will demonstrate a positive attitude, be organized, have good problem-solving skills and enjoy working with numbers. We are looking for strong communicators with the ability to build effective working relationships with external clients as well as your team members and you will be keen to develop new skills. You could already have some of these skills through any employment (including hospitality/retail work) work experience/volunteering or any hobbies/interests/sports. Entry requirements Ideally A-Level standard or equivalent with grade C or higher in 2 or more subjects. You will need a minimum of 5 GCSE's Grade 4 (C) or equivalent including Maths and English Accessibility We are a Disability Confident Employer. If you require any reasonable adjustments, please do let us know during the recruitment process and we will do our very best to support you.
Jan 10, 2026
Full time
Pension Administrator - Apprentice (Liverpool) Liverpool, United Kingdom Looking to start your career but do not want to pay university fees? Considering changing your career pathway and want to gain a professional qualification? Then look no further as we have the perfect opportunity for you! September 2026 start - 18 months programme leading to permanent role Friendly supportive inclusive teams to help you succeed Above average apprenticeship salary plus competitive discretionary annual bonus and salary review Private Medical Cover Pension Gym membership/Cinema/Shopping discounts Social/sporting groups if you want to take part! Once you qualify, we offer many progression opportunities with a career to be proud of! Pension Administration Apprenticeship Location: Liverpool Start date: September 2026 Apprenticeship Level: Workplace Pensions Administrator Level 3 Selection Process: CV / Telephone Interview / Assessment Centre Who are we? Barnett Waddingham (part of Howden Employee Benefits) is a leading independent UK professional services consultancy advising on risk, pensions, investment and insurance. With over 1700 people across 11 offices, our core purpose is based around empowering people to secure better futures. We are a sustainable and thriving client and people focussed organisation, committed to doing the right thing. We are dependent on talented and well-trained employees who enjoy working for a leading organisation and we pride ourselves on being a friendly, supportive and inclusive firm and we have a solid structure in place to ensure you have all of the training to start your career. We are committed to our core purpose of doing the right thing. This is underpinned by our core behaviours, building relationships, finding solutions and delivering impact. What is it like to work here? We empower everyone that works for us by educating, inspiring and enabling so that everyone can reach their full potential and grow their career. As a "Best Companies Top 100 Best Large Companies to work for in the UK" and being recognised as one of the 'best places to work in the UK' in 2024, people who join us tend to stay, thriving in a professional learning environment and caring, inclusive, friendly culture. We understand it can be very daunting either starting your first job after school or college or if you are changing careers. We can help you make that transition; our approachable teams will support you as you not only start your career, but also as you continue to progress among the many pathways we can offer. What will you do as a Pension Administration Apprentice? Pension administrators look after pension scheme members and make sure they receive the right pension at the right time and advise them of their rights and benefits to make important decisions about their retirement. Here are just a few of the day-to-day tasks you can be involved in: Communicating with clients, their members and advisers via email, letter, and telephone. Process client pension payrolls, including calculations of net pay, arranging payments, liaison with tax offices and preparation of year end returns. The preparation of computer-generated benefit calculations and related correspondence Attending team meetings to understand the priorities and offering support as required. Plus, lots more including interesting project work What qualification will I study for? Working with our training provider, you will study for the Workplace Pensions Administrator Level 3 qualification. The apprentice programme is well structured with the support of a skills coach, friendly mentors, and line managers to ensure you succeed in your role and study. We will also teach you how to use our systems and provide all the pensions knowledge and skills you need to be able to communicate information to members and advise clients. Can I progress beyond the apprenticeship? There are lots of career opportunities to explore beyond your apprenticeship. You will be encouraged to continue to study and develop your skills if you wish to do so and many of our apprentices have gone on to more senior roles within Barnett Waddingham. What do we look for? We are looking for a friendly customer-focused approach with good attention to detail. You will demonstrate a positive attitude, be organized, have good problem-solving skills and enjoy working with numbers. We are looking for strong communicators with the ability to build effective working relationships with external clients as well as your team members and you will be keen to develop new skills. You could already have some of these skills through any employment (including hospitality/retail work) work experience/volunteering or any hobbies/interests/sports. Entry requirements Ideally A-Level standard or equivalent with grade C or higher in 2 or more subjects. You will need a minimum of 5 GCSE's Grade 4 (C) or equivalent including Maths and English Accessibility We are a Disability Confident Employer. If you require any reasonable adjustments, please do let us know during the recruitment process and we will do our very best to support you.
Private Client Tax Associate Director
Menter a Busnes Cheltenham, Gloucestershire
Private Client Tax Associate Director Vacancy Ref: 53179 DM This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment contract. Are you a Private Client Tax Senior Manager or Associate Director specialising in farms and estates ready to take your next step? Is your rural tax expertise being fully recognised at Associate Director level? Do you enjoy being the trusted adviser to farming families across generations? Are you CTA and ACA/ACCA qualified? Company Established and largest independent accountants and business advisers. About this role Senior, strategic leadership role offering the opportunity to shape the future of our Private Client service line while working with a prestigious portfolio of clients across the rural and agricultural sector Manage a diverse portfolio of clients, including partnerships, sole traders, and high-net-worth individuals Lead complex advisory projects and tax planning for farmers and landowners, covering Capital Gains Tax, Inheritance Tax, and succession planning Act as a senior mentor and role model, supporting and developing colleagues to foster a high-performance culture within the team Collaborate closely with the Farms and Estates accounts team to deliver a seamless, holistic client experience Drive business development, strengthening existing relationships and identifying new opportunities for growth Provide strategic tax advice to commercial farming businesses, addressing both personal and business tax matters Outstanding Benefits They believe in rewarding their people with benefits that reflect their contribution and support their well being - both professionally and personally. Salary: £81,100 - £100,000+ dep on exp On-site parking Profit share scheme 28 days annual leave (plus the option to purchase up to 30 days in total) Clear and transparent progression structure Life assurance - 6x annual salary Enhanced employer pension contribution Health & well being support Enhanced maternity and paternity leave Regular firm-wide and team social events to celebrate success and build connection You must have CTA and ACA/ACCA qualified, with a solid background in private client tax Proven experience advising high-net-worth individuals, ideally with exposure to rural and agricultural clients A strong leader and mentor, passionate about developing and empowering others Commercially astute, with excellent communication skills and the ability to build trusted, long-term client relationships Genuine interest in capital taxes, trusts, and succession planning, with the confidence to deliver complex advisory work How to Apply Please click on the apply now button or email your CV to Donna Morgan - As we are a specialist recruitment business within the Agricultural and Farming industry, we do require that ALL applicants must hold an NVQ Level 2, Scottish NVQ Level 2 or an equivalent qualification which is relevant and necessary for the job that you are applying for. The Industry (Key Words) Associate Director Private Client Tax (Farms & Estates), Associate Director Rural & Landed Estates Tax, Associate Director - Trusts, Estates & Agricultural Tax, Senior Tax Manager - Farms & Estates, Senior Manager - Private Client & Rural Tax We thank all applicants who apply for this role. However, only those shortlisted for interview will be contacted. Rest assured your application will be handled in complete confidence and your personal details will not be shared with any third party without your prior consent. About Us Established in 2013, Agricultural and Farming Jobs provide expert recruitment, headhunting, and job advertising services across agriculture, horticulture, food and fresh produce, veterinary, animal health, agrochemicals, machinery, technical and engineering, and specialist education sectors across the UK and internationally.
Jan 10, 2026
Full time
Private Client Tax Associate Director Vacancy Ref: 53179 DM This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment contract. Are you a Private Client Tax Senior Manager or Associate Director specialising in farms and estates ready to take your next step? Is your rural tax expertise being fully recognised at Associate Director level? Do you enjoy being the trusted adviser to farming families across generations? Are you CTA and ACA/ACCA qualified? Company Established and largest independent accountants and business advisers. About this role Senior, strategic leadership role offering the opportunity to shape the future of our Private Client service line while working with a prestigious portfolio of clients across the rural and agricultural sector Manage a diverse portfolio of clients, including partnerships, sole traders, and high-net-worth individuals Lead complex advisory projects and tax planning for farmers and landowners, covering Capital Gains Tax, Inheritance Tax, and succession planning Act as a senior mentor and role model, supporting and developing colleagues to foster a high-performance culture within the team Collaborate closely with the Farms and Estates accounts team to deliver a seamless, holistic client experience Drive business development, strengthening existing relationships and identifying new opportunities for growth Provide strategic tax advice to commercial farming businesses, addressing both personal and business tax matters Outstanding Benefits They believe in rewarding their people with benefits that reflect their contribution and support their well being - both professionally and personally. Salary: £81,100 - £100,000+ dep on exp On-site parking Profit share scheme 28 days annual leave (plus the option to purchase up to 30 days in total) Clear and transparent progression structure Life assurance - 6x annual salary Enhanced employer pension contribution Health & well being support Enhanced maternity and paternity leave Regular firm-wide and team social events to celebrate success and build connection You must have CTA and ACA/ACCA qualified, with a solid background in private client tax Proven experience advising high-net-worth individuals, ideally with exposure to rural and agricultural clients A strong leader and mentor, passionate about developing and empowering others Commercially astute, with excellent communication skills and the ability to build trusted, long-term client relationships Genuine interest in capital taxes, trusts, and succession planning, with the confidence to deliver complex advisory work How to Apply Please click on the apply now button or email your CV to Donna Morgan - As we are a specialist recruitment business within the Agricultural and Farming industry, we do require that ALL applicants must hold an NVQ Level 2, Scottish NVQ Level 2 or an equivalent qualification which is relevant and necessary for the job that you are applying for. The Industry (Key Words) Associate Director Private Client Tax (Farms & Estates), Associate Director Rural & Landed Estates Tax, Associate Director - Trusts, Estates & Agricultural Tax, Senior Tax Manager - Farms & Estates, Senior Manager - Private Client & Rural Tax We thank all applicants who apply for this role. However, only those shortlisted for interview will be contacted. Rest assured your application will be handled in complete confidence and your personal details will not be shared with any third party without your prior consent. About Us Established in 2013, Agricultural and Farming Jobs provide expert recruitment, headhunting, and job advertising services across agriculture, horticulture, food and fresh produce, veterinary, animal health, agrochemicals, machinery, technical and engineering, and specialist education sectors across the UK and internationally.
NG Bailey
Environmental Advisor - Health & Safety
NG Bailey Leeds, Yorkshire
Environmental Advisor - Health & SafetyLeeds, Wakefield, Washington, Scotland, Hybrid Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : This is an exciting new role here at Freedom with a focus on the hot topic of Sustainability! You will be reporting into the Environment & Sustainability Manager, within the SHEQ department, this role will support the business by complying with environmental regulations, working across our projects and operations to audit, report and ensure compliance; coordinating aspects of pollution control, waste management, energy efficiency and environmental health, and identifying sustainability opportunities; working with environmental data to report internally and externally; and maintaining our ISO 14001 accredited environmental management system. Some of the key deliverables in this role will include: Contribute to the maintenance of our ISO 14001 accredited environmental management system, including coordinating and maintaining aspects and impacts registers, environmental management plans, site waste management plans and procedures, and supporting onsite environmental documentation. Gather, cleanse, analyse and report environmental data to produce reports and data to meet the needs of both the business and clients in line with target dates. Audit, monitor, ensure compliance and support initiatives on sites and projects- relating to waste and circular economy, pollution control, carbon and energy efficiency, biodiversity. Ensure compliance with environmental legislation and keep up to date with relevant UK, EU and international regulations and legislation. Provide in-house subject matter expertise and environmental support to project teams. Support the Environment & Sustainability Manager with environmental investigations. Identify opportunities for reducing energy consumption and waste across projects and operations. Update and implement appropriate training to staff on environmental awareness, best practice, regulatory changes and emerging environmental issues and mitigation. Carry out impact assessments to identify, assess and reduce environmental risks and financial costs. Liaise with clients and stakeholders, both internal and external, to ensure environmental expectations and requirements are met across projects. Support the Land Management and Ecology teams to ensure projects adhere to biodiversity protection measures. Work in partnership with Procurement teams to assess and advise on the sustainability credentials of suppliers and materials. Research and promote innovative solutions to support our Net Positive Strategy commitments and operational environmental targets. Does this sound like a role you have envisaged yourself in? What we're looking for: Experience in environmental management and ISO 14001 (up to 5 years): Proven experience managing and auditing environmental performance, for example, within engineering, construction, or facilities management sectors. Knowledge of environmental legislation: Familiarity with UK and EU environmental regulations. Data analysis, report writing and presentation skills: Strong ability to analyse data, prepare reports and communicate environmental progress to senior leadership and clients with attention to detail maintaining high standards. Problem-solving and analytical skills: Ability to identify environmental risks and propose practical solutions that align with business goals and improve environmental performance. Excellent communication/interpersonal skills with stakeholders of all levels and the ability to work both independently and as part of a team. Qualifications: Full UK Driving license. Environmental degree or equivalent experience: Relevant academic qualification or professional certifications related to environmental management. Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Car Allowance Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Jan 10, 2026
Full time
Environmental Advisor - Health & SafetyLeeds, Wakefield, Washington, Scotland, Hybrid Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : This is an exciting new role here at Freedom with a focus on the hot topic of Sustainability! You will be reporting into the Environment & Sustainability Manager, within the SHEQ department, this role will support the business by complying with environmental regulations, working across our projects and operations to audit, report and ensure compliance; coordinating aspects of pollution control, waste management, energy efficiency and environmental health, and identifying sustainability opportunities; working with environmental data to report internally and externally; and maintaining our ISO 14001 accredited environmental management system. Some of the key deliverables in this role will include: Contribute to the maintenance of our ISO 14001 accredited environmental management system, including coordinating and maintaining aspects and impacts registers, environmental management plans, site waste management plans and procedures, and supporting onsite environmental documentation. Gather, cleanse, analyse and report environmental data to produce reports and data to meet the needs of both the business and clients in line with target dates. Audit, monitor, ensure compliance and support initiatives on sites and projects- relating to waste and circular economy, pollution control, carbon and energy efficiency, biodiversity. Ensure compliance with environmental legislation and keep up to date with relevant UK, EU and international regulations and legislation. Provide in-house subject matter expertise and environmental support to project teams. Support the Environment & Sustainability Manager with environmental investigations. Identify opportunities for reducing energy consumption and waste across projects and operations. Update and implement appropriate training to staff on environmental awareness, best practice, regulatory changes and emerging environmental issues and mitigation. Carry out impact assessments to identify, assess and reduce environmental risks and financial costs. Liaise with clients and stakeholders, both internal and external, to ensure environmental expectations and requirements are met across projects. Support the Land Management and Ecology teams to ensure projects adhere to biodiversity protection measures. Work in partnership with Procurement teams to assess and advise on the sustainability credentials of suppliers and materials. Research and promote innovative solutions to support our Net Positive Strategy commitments and operational environmental targets. Does this sound like a role you have envisaged yourself in? What we're looking for: Experience in environmental management and ISO 14001 (up to 5 years): Proven experience managing and auditing environmental performance, for example, within engineering, construction, or facilities management sectors. Knowledge of environmental legislation: Familiarity with UK and EU environmental regulations. Data analysis, report writing and presentation skills: Strong ability to analyse data, prepare reports and communicate environmental progress to senior leadership and clients with attention to detail maintaining high standards. Problem-solving and analytical skills: Ability to identify environmental risks and propose practical solutions that align with business goals and improve environmental performance. Excellent communication/interpersonal skills with stakeholders of all levels and the ability to work both independently and as part of a team. Qualifications: Full UK Driving license. Environmental degree or equivalent experience: Relevant academic qualification or professional certifications related to environmental management. Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Car Allowance Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Customer Success Manager
S-RM
Customer Success Manager - Commercial, London The Customer Success Manager serves as the key point of contact for S-RM's corporate customers utilising S-RM's Polus suite of managed cyber services solutions. As we build the Managed Cyber Security Services practice, we are looking for someone with a proven track record of managing and expanding customer relationships. The role's duties are varied and complex, requiring independent judgement. Ultimately, the Customer Success Manager is responsible for maintaining and growing the revenue from S-RM's Polus managed services customer base and ensuring a long term high level of satisfaction with solution delivery. Customer Success & Account Management Role Client Relationship Management Serve as the primary point of contact for key S-RM Polus managed services customers in your region Ensure an excellent onboarding experience for new Polus customers by working closely with the pre sales teams Develop pricing and proposals for Polus Managed Services opportunities, providing the necessary support to close deals Lead client engagement through regular update meetings and relationship management Build foundations for successful long term relationships and ensure successful renewals Client Growth & Expansion Work closely with S RM consulting teams and practitioners to identify cross selling and expansion opportunities Coordinate with technical consultants across S RM's regional offices to introduce different services Develop and execute account targets and strategies leveraging consulting resources Customer Support & Operations Provide first line support for managed services clients in your territory Work closely with product leads on customer troubleshooting and technical support Collaborate with cyber operations teams to ensure excellent administrative client experience Process Development & Scaling Design and build automated processes to scale the customer support function Take responsibility for developing processes to optimise renewals and customer retention Be a key contributor to designing and operationalising the client lifecycle management for managed services customers Product Knowledge & Solutions Alignment Develop in-depth knowledge of the Polus suite of managed services offerings Align customer needs with appropriate solutions What we're looking for We think candidates with the following qualifications and experience are likely to succeed within Business Development at S RM. We encourage applications from those who may not meet every box, as we value strong, focused skills in key areas. While existing knowledge of cyber security is not a prerequisite, a keen interest in developing a career in this fast moving sector is essential. The ability to work independently to build relationships with a variety of both technical and non technical stakeholders at S RM's clients Independently develop strategies and ideas to deepen and grow customer relationships Be a self starter able to quickly understand the S RM value proposition and build internal relationships to stay current on our positioning across teams and regions. An interest to develop knowledge and subject matter expertise across new technologies, security, risk management, and global trends and threats will ensure you have credibility and earn trust with prospects. The ability to be flexible and work in a rapidly changing environment is required. Aptitude for technology, knowledge of spreadsheet and Salesforce utilisation. Experience creating offers, writing proposals, participating in RFPs. The successful candidate must have permission to work in London by the start of their employment. Our Benefits 25 days holiday per year in addition to bank holidays (+1 day for every year of service up to a maximum of 30 days) Hybrid working and flexible working hours Matching pension contribution up to 7% and financial education Fertility treatment leave - 5 days of leave per cycle of treatment per year Maternity leave - 26 weeks of full pay followed by 13 weeks of half pay Paternity leave - 6 weeks of full pay Private dental and medical insurance (taxable benefit) for you and your family Virtual GP for you and your family members that live in the same household Various gym discounts for you and your partner Apply for this job Interested in building your career at S RM? Get future opportunities sent straight to your email.
Jan 10, 2026
Full time
Customer Success Manager - Commercial, London The Customer Success Manager serves as the key point of contact for S-RM's corporate customers utilising S-RM's Polus suite of managed cyber services solutions. As we build the Managed Cyber Security Services practice, we are looking for someone with a proven track record of managing and expanding customer relationships. The role's duties are varied and complex, requiring independent judgement. Ultimately, the Customer Success Manager is responsible for maintaining and growing the revenue from S-RM's Polus managed services customer base and ensuring a long term high level of satisfaction with solution delivery. Customer Success & Account Management Role Client Relationship Management Serve as the primary point of contact for key S-RM Polus managed services customers in your region Ensure an excellent onboarding experience for new Polus customers by working closely with the pre sales teams Develop pricing and proposals for Polus Managed Services opportunities, providing the necessary support to close deals Lead client engagement through regular update meetings and relationship management Build foundations for successful long term relationships and ensure successful renewals Client Growth & Expansion Work closely with S RM consulting teams and practitioners to identify cross selling and expansion opportunities Coordinate with technical consultants across S RM's regional offices to introduce different services Develop and execute account targets and strategies leveraging consulting resources Customer Support & Operations Provide first line support for managed services clients in your territory Work closely with product leads on customer troubleshooting and technical support Collaborate with cyber operations teams to ensure excellent administrative client experience Process Development & Scaling Design and build automated processes to scale the customer support function Take responsibility for developing processes to optimise renewals and customer retention Be a key contributor to designing and operationalising the client lifecycle management for managed services customers Product Knowledge & Solutions Alignment Develop in-depth knowledge of the Polus suite of managed services offerings Align customer needs with appropriate solutions What we're looking for We think candidates with the following qualifications and experience are likely to succeed within Business Development at S RM. We encourage applications from those who may not meet every box, as we value strong, focused skills in key areas. While existing knowledge of cyber security is not a prerequisite, a keen interest in developing a career in this fast moving sector is essential. The ability to work independently to build relationships with a variety of both technical and non technical stakeholders at S RM's clients Independently develop strategies and ideas to deepen and grow customer relationships Be a self starter able to quickly understand the S RM value proposition and build internal relationships to stay current on our positioning across teams and regions. An interest to develop knowledge and subject matter expertise across new technologies, security, risk management, and global trends and threats will ensure you have credibility and earn trust with prospects. The ability to be flexible and work in a rapidly changing environment is required. Aptitude for technology, knowledge of spreadsheet and Salesforce utilisation. Experience creating offers, writing proposals, participating in RFPs. The successful candidate must have permission to work in London by the start of their employment. Our Benefits 25 days holiday per year in addition to bank holidays (+1 day for every year of service up to a maximum of 30 days) Hybrid working and flexible working hours Matching pension contribution up to 7% and financial education Fertility treatment leave - 5 days of leave per cycle of treatment per year Maternity leave - 26 weeks of full pay followed by 13 weeks of half pay Paternity leave - 6 weeks of full pay Private dental and medical insurance (taxable benefit) for you and your family Virtual GP for you and your family members that live in the same household Various gym discounts for you and your partner Apply for this job Interested in building your career at S RM? Get future opportunities sent straight to your email.
NG Bailey
Environmental Advisor - Health & Safety
NG Bailey Wakefield, Yorkshire
Environmental Advisor - Health & SafetyLeeds, Wakefield, Washington, Scotland, Hybrid Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : This is an exciting new role here at Freedom with a focus on the hot topic of Sustainability! You will be reporting into the Environment & Sustainability Manager, within the SHEQ department, this role will support the business by complying with environmental regulations, working across our projects and operations to audit, report and ensure compliance; coordinating aspects of pollution control, waste management, energy efficiency and environmental health, and identifying sustainability opportunities; working with environmental data to report internally and externally; and maintaining our ISO 14001 accredited environmental management system. Some of the key deliverables in this role will include: Contribute to the maintenance of our ISO 14001 accredited environmental management system, including coordinating and maintaining aspects and impacts registers, environmental management plans, site waste management plans and procedures, and supporting onsite environmental documentation. Gather, cleanse, analyse and report environmental data to produce reports and data to meet the needs of both the business and clients in line with target dates. Audit, monitor, ensure compliance and support initiatives on sites and projects- relating to waste and circular economy, pollution control, carbon and energy efficiency, biodiversity. Ensure compliance with environmental legislation and keep up to date with relevant UK, EU and international regulations and legislation. Provide in-house subject matter expertise and environmental support to project teams. Support the Environment & Sustainability Manager with environmental investigations. Identify opportunities for reducing energy consumption and waste across projects and operations. Update and implement appropriate training to staff on environmental awareness, best practice, regulatory changes and emerging environmental issues and mitigation. Carry out impact assessments to identify, assess and reduce environmental risks and financial costs. Liaise with clients and stakeholders, both internal and external, to ensure environmental expectations and requirements are met across projects. Support the Land Management and Ecology teams to ensure projects adhere to biodiversity protection measures. Work in partnership with Procurement teams to assess and advise on the sustainability credentials of suppliers and materials. Research and promote innovative solutions to support our Net Positive Strategy commitments and operational environmental targets. Does this sound like a role you have envisaged yourself in? What we're looking for: Experience in environmental management and ISO 14001 (up to 5 years): Proven experience managing and auditing environmental performance, for example, within engineering, construction, or facilities management sectors. Knowledge of environmental legislation: Familiarity with UK and EU environmental regulations. Data analysis, report writing and presentation skills: Strong ability to analyse data, prepare reports and communicate environmental progress to senior leadership and clients with attention to detail maintaining high standards. Problem-solving and analytical skills: Ability to identify environmental risks and propose practical solutions that align with business goals and improve environmental performance. Excellent communication/interpersonal skills with stakeholders of all levels and the ability to work both independently and as part of a team. Qualifications: Full UK Driving license. Environmental degree or equivalent experience: Relevant academic qualification or professional certifications related to environmental management. Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Car Allowance Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Jan 10, 2026
Full time
Environmental Advisor - Health & SafetyLeeds, Wakefield, Washington, Scotland, Hybrid Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : This is an exciting new role here at Freedom with a focus on the hot topic of Sustainability! You will be reporting into the Environment & Sustainability Manager, within the SHEQ department, this role will support the business by complying with environmental regulations, working across our projects and operations to audit, report and ensure compliance; coordinating aspects of pollution control, waste management, energy efficiency and environmental health, and identifying sustainability opportunities; working with environmental data to report internally and externally; and maintaining our ISO 14001 accredited environmental management system. Some of the key deliverables in this role will include: Contribute to the maintenance of our ISO 14001 accredited environmental management system, including coordinating and maintaining aspects and impacts registers, environmental management plans, site waste management plans and procedures, and supporting onsite environmental documentation. Gather, cleanse, analyse and report environmental data to produce reports and data to meet the needs of both the business and clients in line with target dates. Audit, monitor, ensure compliance and support initiatives on sites and projects- relating to waste and circular economy, pollution control, carbon and energy efficiency, biodiversity. Ensure compliance with environmental legislation and keep up to date with relevant UK, EU and international regulations and legislation. Provide in-house subject matter expertise and environmental support to project teams. Support the Environment & Sustainability Manager with environmental investigations. Identify opportunities for reducing energy consumption and waste across projects and operations. Update and implement appropriate training to staff on environmental awareness, best practice, regulatory changes and emerging environmental issues and mitigation. Carry out impact assessments to identify, assess and reduce environmental risks and financial costs. Liaise with clients and stakeholders, both internal and external, to ensure environmental expectations and requirements are met across projects. Support the Land Management and Ecology teams to ensure projects adhere to biodiversity protection measures. Work in partnership with Procurement teams to assess and advise on the sustainability credentials of suppliers and materials. Research and promote innovative solutions to support our Net Positive Strategy commitments and operational environmental targets. Does this sound like a role you have envisaged yourself in? What we're looking for: Experience in environmental management and ISO 14001 (up to 5 years): Proven experience managing and auditing environmental performance, for example, within engineering, construction, or facilities management sectors. Knowledge of environmental legislation: Familiarity with UK and EU environmental regulations. Data analysis, report writing and presentation skills: Strong ability to analyse data, prepare reports and communicate environmental progress to senior leadership and clients with attention to detail maintaining high standards. Problem-solving and analytical skills: Ability to identify environmental risks and propose practical solutions that align with business goals and improve environmental performance. Excellent communication/interpersonal skills with stakeholders of all levels and the ability to work both independently and as part of a team. Qualifications: Full UK Driving license. Environmental degree or equivalent experience: Relevant academic qualification or professional certifications related to environmental management. Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Car Allowance Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
NG Bailey
Environmental Advisor - Health & Safety
NG Bailey Washington, Tyne And Wear
Environmental Advisor - Health & SafetyLeeds, Wakefield, Washington, Scotland, Hybrid Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : This is an exciting new role here at Freedom with a focus on the hot topic of Sustainability! You will be reporting into the Environment & Sustainability Manager, within the SHEQ department, this role will support the business by complying with environmental regulations, working across our projects and operations to audit, report and ensure compliance; coordinating aspects of pollution control, waste management, energy efficiency and environmental health, and identifying sustainability opportunities; working with environmental data to report internally and externally; and maintaining our ISO 14001 accredited environmental management system. Some of the key deliverables in this role will include: Contribute to the maintenance of our ISO 14001 accredited environmental management system, including coordinating and maintaining aspects and impacts registers, environmental management plans, site waste management plans and procedures, and supporting onsite environmental documentation. Gather, cleanse, analyse and report environmental data to produce reports and data to meet the needs of both the business and clients in line with target dates. Audit, monitor, ensure compliance and support initiatives on sites and projects- relating to waste and circular economy, pollution control, carbon and energy efficiency, biodiversity. Ensure compliance with environmental legislation and keep up to date with relevant UK, EU and international regulations and legislation. Provide in-house subject matter expertise and environmental support to project teams. Support the Environment & Sustainability Manager with environmental investigations. Identify opportunities for reducing energy consumption and waste across projects and operations. Update and implement appropriate training to staff on environmental awareness, best practice, regulatory changes and emerging environmental issues and mitigation. Carry out impact assessments to identify, assess and reduce environmental risks and financial costs. Liaise with clients and stakeholders, both internal and external, to ensure environmental expectations and requirements are met across projects. Support the Land Management and Ecology teams to ensure projects adhere to biodiversity protection measures. Work in partnership with Procurement teams to assess and advise on the sustainability credentials of suppliers and materials. Research and promote innovative solutions to support our Net Positive Strategy commitments and operational environmental targets. Does this sound like a role you have envisaged yourself in? What we're looking for: Experience in environmental management and ISO 14001 (up to 5 years): Proven experience managing and auditing environmental performance, for example, within engineering, construction, or facilities management sectors. Knowledge of environmental legislation: Familiarity with UK and EU environmental regulations. Data analysis, report writing and presentation skills: Strong ability to analyse data, prepare reports and communicate environmental progress to senior leadership and clients with attention to detail maintaining high standards. Problem-solving and analytical skills: Ability to identify environmental risks and propose practical solutions that align with business goals and improve environmental performance. Excellent communication/interpersonal skills with stakeholders of all levels and the ability to work both independently and as part of a team. Qualifications: Full UK Driving license. Environmental degree or equivalent experience: Relevant academic qualification or professional certifications related to environmental management. Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Car Allowance Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Jan 10, 2026
Full time
Environmental Advisor - Health & SafetyLeeds, Wakefield, Washington, Scotland, Hybrid Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : This is an exciting new role here at Freedom with a focus on the hot topic of Sustainability! You will be reporting into the Environment & Sustainability Manager, within the SHEQ department, this role will support the business by complying with environmental regulations, working across our projects and operations to audit, report and ensure compliance; coordinating aspects of pollution control, waste management, energy efficiency and environmental health, and identifying sustainability opportunities; working with environmental data to report internally and externally; and maintaining our ISO 14001 accredited environmental management system. Some of the key deliverables in this role will include: Contribute to the maintenance of our ISO 14001 accredited environmental management system, including coordinating and maintaining aspects and impacts registers, environmental management plans, site waste management plans and procedures, and supporting onsite environmental documentation. Gather, cleanse, analyse and report environmental data to produce reports and data to meet the needs of both the business and clients in line with target dates. Audit, monitor, ensure compliance and support initiatives on sites and projects- relating to waste and circular economy, pollution control, carbon and energy efficiency, biodiversity. Ensure compliance with environmental legislation and keep up to date with relevant UK, EU and international regulations and legislation. Provide in-house subject matter expertise and environmental support to project teams. Support the Environment & Sustainability Manager with environmental investigations. Identify opportunities for reducing energy consumption and waste across projects and operations. Update and implement appropriate training to staff on environmental awareness, best practice, regulatory changes and emerging environmental issues and mitigation. Carry out impact assessments to identify, assess and reduce environmental risks and financial costs. Liaise with clients and stakeholders, both internal and external, to ensure environmental expectations and requirements are met across projects. Support the Land Management and Ecology teams to ensure projects adhere to biodiversity protection measures. Work in partnership with Procurement teams to assess and advise on the sustainability credentials of suppliers and materials. Research and promote innovative solutions to support our Net Positive Strategy commitments and operational environmental targets. Does this sound like a role you have envisaged yourself in? What we're looking for: Experience in environmental management and ISO 14001 (up to 5 years): Proven experience managing and auditing environmental performance, for example, within engineering, construction, or facilities management sectors. Knowledge of environmental legislation: Familiarity with UK and EU environmental regulations. Data analysis, report writing and presentation skills: Strong ability to analyse data, prepare reports and communicate environmental progress to senior leadership and clients with attention to detail maintaining high standards. Problem-solving and analytical skills: Ability to identify environmental risks and propose practical solutions that align with business goals and improve environmental performance. Excellent communication/interpersonal skills with stakeholders of all levels and the ability to work both independently and as part of a team. Qualifications: Full UK Driving license. Environmental degree or equivalent experience: Relevant academic qualification or professional certifications related to environmental management. Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Car Allowance Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
NG Bailey
Mobile Commercial Gas Engineer
NG Bailey Cambridge, Cambridgeshire
Mobile Commercial Gas Engineer Cambridge Region Full Time Salary £45k - £48k (DEO) + Company Van (Plus Fuel Card) - Plus Travel time Paid + Flexible Benefits + Plus On Call Allowance (1-11) Due to growth of local contracts, NG Bailey Facilities Services are recruiting a Mobile Commercial Gas to support our contracts in Cambridge area providing PPM and reactive maintenance on commercial gas and mechanical systems. Reporting to the Contracts Manager, you will deliver all Gas & Mechanical statutory and reactive maintenance required across various contracts, some of these will include Schools/Educational Buildings, Commercial Buildings supporting the local engineering teams. The successful candidate will have a background in Commercial Gas maintenance with relevant and current qualifications, this is a Mobile role, therefore a UK Driving License is required as a company van will be provided. The position is Monday to Friday, 40 hours per week with Overtime available. Some of the key deliverables in this role will include: Delivering a customer focused planned, preventative, and reactive maintenance service relating primarily to Gas related equipment and plant to meet our client and statutory obligations. Delivery of mechanical service capability to related components, e.g. gas booster sets, pressurisation units, pressure vessels, water heaters (vented/unvented) etc. Provide Service Support as part of a team providing quality service delivery 24/7, with a future requirement to be part of the out of hours emergency rota team. What we're looking for: An experienced Heating Technician working on Commercial Gas equipment and mechanical systems with a pro-active fault-finding approach to Engineering. A personable engineer who can articulate to clients the necessary steps and actions required to rectify issues when required You will hold current qualifications to work as a Commercial Gas engineer including; ACS Modules CIGA1, CODNCO1, CORT1, ICAE1, ICPN1, TPCP1 & TPCP1A Gas Safe Qualified Enhanced DBS check (or willingness to undergo one) Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people. Some of what you can expect includes: Salary £45k - £48k (DEO) + Company Van (Plus Fuel Card) - Plus Travel time Paid + Flexible Benefits + Plus On Call Allowance (1-11) Travel Time paid other than first and last half hour. Sick Pay 25 Days Holiday plus bank holidays Pension with employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes. Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: We are one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward-thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies. Progression is something we value, and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Jan 10, 2026
Full time
Mobile Commercial Gas Engineer Cambridge Region Full Time Salary £45k - £48k (DEO) + Company Van (Plus Fuel Card) - Plus Travel time Paid + Flexible Benefits + Plus On Call Allowance (1-11) Due to growth of local contracts, NG Bailey Facilities Services are recruiting a Mobile Commercial Gas to support our contracts in Cambridge area providing PPM and reactive maintenance on commercial gas and mechanical systems. Reporting to the Contracts Manager, you will deliver all Gas & Mechanical statutory and reactive maintenance required across various contracts, some of these will include Schools/Educational Buildings, Commercial Buildings supporting the local engineering teams. The successful candidate will have a background in Commercial Gas maintenance with relevant and current qualifications, this is a Mobile role, therefore a UK Driving License is required as a company van will be provided. The position is Monday to Friday, 40 hours per week with Overtime available. Some of the key deliverables in this role will include: Delivering a customer focused planned, preventative, and reactive maintenance service relating primarily to Gas related equipment and plant to meet our client and statutory obligations. Delivery of mechanical service capability to related components, e.g. gas booster sets, pressurisation units, pressure vessels, water heaters (vented/unvented) etc. Provide Service Support as part of a team providing quality service delivery 24/7, with a future requirement to be part of the out of hours emergency rota team. What we're looking for: An experienced Heating Technician working on Commercial Gas equipment and mechanical systems with a pro-active fault-finding approach to Engineering. A personable engineer who can articulate to clients the necessary steps and actions required to rectify issues when required You will hold current qualifications to work as a Commercial Gas engineer including; ACS Modules CIGA1, CODNCO1, CORT1, ICAE1, ICPN1, TPCP1 & TPCP1A Gas Safe Qualified Enhanced DBS check (or willingness to undergo one) Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people. Some of what you can expect includes: Salary £45k - £48k (DEO) + Company Van (Plus Fuel Card) - Plus Travel time Paid + Flexible Benefits + Plus On Call Allowance (1-11) Travel Time paid other than first and last half hour. Sick Pay 25 Days Holiday plus bank holidays Pension with employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes. Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: We are one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward-thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies. Progression is something we value, and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
NG Bailey
Commercial Manager
NG Bailey Stowmarket, Suffolk
Commercial Manager Stowmarket, Suffolk or Basingstoke, Hampshire Permanent Salary Competitive + Car Allowance + Flexible Benefits Role Purpose: Reporting to the Senior Commercial Manager, this role includes the management of the commercial team and practices. Advising on the commercial risks and opportunities on contracts from tender to completion. Being responsible for the commercial performance of several frameworks. Providing commercial support and advice to Work Winning and other functions as required. Support the Senior Commercial Manager in preparing the regional management accounts and Contract Reviews. Key Deliverables: NEC3/4 and bespoke contract management of multiple contracts Manage and develop the Commercial Team ensuring work is delivered on time and to a high standard. Identification & notification of Early Warnings and Compensation Events Management of supply chain contracts and agreements Provide cash forecasts and take responsibility of cash flow forecasting CVR creation and management Establishment and management of monthly project reviews Ensure projects are executed in line with the financial plan and contracts Managing the dispute and defects process with the Client and Subcontractors Manage invoicing and overdue applications or debts Responsible for quotation approvals and ensuring contract orders are in place Oversee the preparation of BoQ, measurements and valuations of works for applications, variations and final accounts with Clients Maintain control of Subcontractor's accounts and minimise the cost of any variations Manage Sub-Contractor AFP's, issue and certify Payment Certificates & PLN (Pay Less Notices) and keeping a full record of the cumulative position of supply chain account Develop a monthly senior project review process with the Senior Commercial Manager Aid with pre-tender review process Attend Client progress meetings and manage contractual KPIs Follow procedures for Client work approval Effective communication with all levels of personnel and enjoy working as a team Develop and maintain positive long term relationships with all stakeholders, ensuring customer satisfaction Provide innovative ideas and continuous improvement Provide cost advice and value engineering solutions Knowledge & Experience: For recruitment and development purposes the following knowledge, skills and experience are required: Essential: Significant Experience of responsibility for the commercial performance of projects A well-developed understanding of various forms of contract, particularly NEC3/4, with the ability to apply these skills at a practical level to live projects Proven record in managing a team Excellent MS Excel skills Desriable: Experience with Civil Engineering and Construction projects Experience of managing volume based projects Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people.? Some of what you can expect includes:? Car Allowance / CarSalary sacrifice car scheme (Hybrid/Electric Vehicle) Pension with a?leading provider and?up to?8% employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes. Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us : Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be
Jan 10, 2026
Full time
Commercial Manager Stowmarket, Suffolk or Basingstoke, Hampshire Permanent Salary Competitive + Car Allowance + Flexible Benefits Role Purpose: Reporting to the Senior Commercial Manager, this role includes the management of the commercial team and practices. Advising on the commercial risks and opportunities on contracts from tender to completion. Being responsible for the commercial performance of several frameworks. Providing commercial support and advice to Work Winning and other functions as required. Support the Senior Commercial Manager in preparing the regional management accounts and Contract Reviews. Key Deliverables: NEC3/4 and bespoke contract management of multiple contracts Manage and develop the Commercial Team ensuring work is delivered on time and to a high standard. Identification & notification of Early Warnings and Compensation Events Management of supply chain contracts and agreements Provide cash forecasts and take responsibility of cash flow forecasting CVR creation and management Establishment and management of monthly project reviews Ensure projects are executed in line with the financial plan and contracts Managing the dispute and defects process with the Client and Subcontractors Manage invoicing and overdue applications or debts Responsible for quotation approvals and ensuring contract orders are in place Oversee the preparation of BoQ, measurements and valuations of works for applications, variations and final accounts with Clients Maintain control of Subcontractor's accounts and minimise the cost of any variations Manage Sub-Contractor AFP's, issue and certify Payment Certificates & PLN (Pay Less Notices) and keeping a full record of the cumulative position of supply chain account Develop a monthly senior project review process with the Senior Commercial Manager Aid with pre-tender review process Attend Client progress meetings and manage contractual KPIs Follow procedures for Client work approval Effective communication with all levels of personnel and enjoy working as a team Develop and maintain positive long term relationships with all stakeholders, ensuring customer satisfaction Provide innovative ideas and continuous improvement Provide cost advice and value engineering solutions Knowledge & Experience: For recruitment and development purposes the following knowledge, skills and experience are required: Essential: Significant Experience of responsibility for the commercial performance of projects A well-developed understanding of various forms of contract, particularly NEC3/4, with the ability to apply these skills at a practical level to live projects Proven record in managing a team Excellent MS Excel skills Desriable: Experience with Civil Engineering and Construction projects Experience of managing volume based projects Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people.? Some of what you can expect includes:? Car Allowance / CarSalary sacrifice car scheme (Hybrid/Electric Vehicle) Pension with a?leading provider and?up to?8% employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes. Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us : Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be
NG Bailey
Commercial Manager
NG Bailey Basingstoke, Hampshire
Commercial Manager Stowmarket, Suffolk or Basingstoke, Hampshire Permanent Salary Competitive + Car Allowance + Flexible Benefits Role Purpose: Reporting to the Senior Commercial Manager, this role includes the management of the commercial team and practices. Advising on the commercial risks and opportunities on contracts from tender to completion. Being responsible for the commercial performance of several frameworks. Providing commercial support and advice to Work Winning and other functions as required. Support the Senior Commercial Manager in preparing the regional management accounts and Contract Reviews. Key Deliverables: NEC3/4 and bespoke contract management of multiple contracts Manage and develop the Commercial Team ensuring work is delivered on time and to a high standard. Identification & notification of Early Warnings and Compensation Events Management of supply chain contracts and agreements Provide cash forecasts and take responsibility of cash flow forecasting CVR creation and management Establishment and management of monthly project reviews Ensure projects are executed in line with the financial plan and contracts Managing the dispute and defects process with the Client and Subcontractors Manage invoicing and overdue applications or debts Responsible for quotation approvals and ensuring contract orders are in place Oversee the preparation of BoQ, measurements and valuations of works for applications, variations and final accounts with Clients Maintain control of Subcontractor's accounts and minimise the cost of any variations Manage Sub-Contractor AFP's, issue and certify Payment Certificates & PLN (Pay Less Notices) and keeping a full record of the cumulative position of supply chain account Develop a monthly senior project review process with the Senior Commercial Manager Aid with pre-tender review process Attend Client progress meetings and manage contractual KPIs Follow procedures for Client work approval Effective communication with all levels of personnel and enjoy working as a team Develop and maintain positive long term relationships with all stakeholders, ensuring customer satisfaction Provide innovative ideas and continuous improvement Provide cost advice and value engineering solutions Knowledge & Experience: For recruitment and development purposes the following knowledge, skills and experience are required: Essential: Significant Experience of responsibility for the commercial performance of projects A well-developed understanding of various forms of contract, particularly NEC3/4, with the ability to apply these skills at a practical level to live projects Proven record in managing a team Excellent MS Excel skills Desriable: Experience with Civil Engineering and Construction projects Experience of managing volume based projects Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people.? Some of what you can expect includes:? Car Allowance / CarSalary sacrifice car scheme (Hybrid/Electric Vehicle) Pension with a?leading provider and?up to?8% employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes. Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us : Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be
Jan 10, 2026
Full time
Commercial Manager Stowmarket, Suffolk or Basingstoke, Hampshire Permanent Salary Competitive + Car Allowance + Flexible Benefits Role Purpose: Reporting to the Senior Commercial Manager, this role includes the management of the commercial team and practices. Advising on the commercial risks and opportunities on contracts from tender to completion. Being responsible for the commercial performance of several frameworks. Providing commercial support and advice to Work Winning and other functions as required. Support the Senior Commercial Manager in preparing the regional management accounts and Contract Reviews. Key Deliverables: NEC3/4 and bespoke contract management of multiple contracts Manage and develop the Commercial Team ensuring work is delivered on time and to a high standard. Identification & notification of Early Warnings and Compensation Events Management of supply chain contracts and agreements Provide cash forecasts and take responsibility of cash flow forecasting CVR creation and management Establishment and management of monthly project reviews Ensure projects are executed in line with the financial plan and contracts Managing the dispute and defects process with the Client and Subcontractors Manage invoicing and overdue applications or debts Responsible for quotation approvals and ensuring contract orders are in place Oversee the preparation of BoQ, measurements and valuations of works for applications, variations and final accounts with Clients Maintain control of Subcontractor's accounts and minimise the cost of any variations Manage Sub-Contractor AFP's, issue and certify Payment Certificates & PLN (Pay Less Notices) and keeping a full record of the cumulative position of supply chain account Develop a monthly senior project review process with the Senior Commercial Manager Aid with pre-tender review process Attend Client progress meetings and manage contractual KPIs Follow procedures for Client work approval Effective communication with all levels of personnel and enjoy working as a team Develop and maintain positive long term relationships with all stakeholders, ensuring customer satisfaction Provide innovative ideas and continuous improvement Provide cost advice and value engineering solutions Knowledge & Experience: For recruitment and development purposes the following knowledge, skills and experience are required: Essential: Significant Experience of responsibility for the commercial performance of projects A well-developed understanding of various forms of contract, particularly NEC3/4, with the ability to apply these skills at a practical level to live projects Proven record in managing a team Excellent MS Excel skills Desriable: Experience with Civil Engineering and Construction projects Experience of managing volume based projects Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people.? Some of what you can expect includes:? Car Allowance / CarSalary sacrifice car scheme (Hybrid/Electric Vehicle) Pension with a?leading provider and?up to?8% employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes. Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us : Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be
NG Bailey
Assistant Quantity Surveyor
NG Bailey Basildon, Essex
Assistant Quantity SurveyorBasildon, Essex Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : Freedom's Network Services team are looking for an Assistant Quantity Surveyor to be based in Basildon, Essex. Reporting into the Commercial Manager and working within the Commercial Team, this role will support the business unit by assisting with the contractual and financial elements of projects undertaken within the Networks business. This includes electrical, OHL and civil works under a large long-term framework. In addition, the role will include all other activities to enable successful P&L, cash flow and working capital management. Some of the key deliverables in this role will include: Submission and management of quotations to the client Work with the Operations Team for valuations of works for applications, variations and final accounts with both clients and suppliers Submit and manage invoicing with assistance from the Commercial Team Assist with forecasts and budgets Complete project reviews with the Operations Team Manage overdue applications and debt Attend Client progress meetings Follow procedures for Client work approval Effective communication with all levels of personnel Supply chain management Provide innovative ideas and continuous improvement Does this sound like a role you have envisaged yourself in? What we're looking for: Previous experience in an Assistant Quantity Surveyor or similar role - Essential Working knowledge in Microsoft packages such as word, excel and outlook - Essential Excel skills including the use of look ups and pivot tables. - Essential Experience with working on OHL/Electrical Engineering and Construction projects - Desirable Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Car Allowance Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies. Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Jan 10, 2026
Full time
Assistant Quantity SurveyorBasildon, Essex Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : Freedom's Network Services team are looking for an Assistant Quantity Surveyor to be based in Basildon, Essex. Reporting into the Commercial Manager and working within the Commercial Team, this role will support the business unit by assisting with the contractual and financial elements of projects undertaken within the Networks business. This includes electrical, OHL and civil works under a large long-term framework. In addition, the role will include all other activities to enable successful P&L, cash flow and working capital management. Some of the key deliverables in this role will include: Submission and management of quotations to the client Work with the Operations Team for valuations of works for applications, variations and final accounts with both clients and suppliers Submit and manage invoicing with assistance from the Commercial Team Assist with forecasts and budgets Complete project reviews with the Operations Team Manage overdue applications and debt Attend Client progress meetings Follow procedures for Client work approval Effective communication with all levels of personnel Supply chain management Provide innovative ideas and continuous improvement Does this sound like a role you have envisaged yourself in? What we're looking for: Previous experience in an Assistant Quantity Surveyor or similar role - Essential Working knowledge in Microsoft packages such as word, excel and outlook - Essential Excel skills including the use of look ups and pivot tables. - Essential Experience with working on OHL/Electrical Engineering and Construction projects - Desirable Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Car Allowance Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies. Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
NG Bailey
Senior Quantity Surveyor - Commercial
NG Bailey Leeds, Yorkshire
Senior Quantity SurveyorLeeds, London, Birmingham, Hybrid Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : Freedom's Professional Services team are looking for a Senior Quantity Surveyor to be based on flexible Hybrid working Home, London or Leeds. Reporting into the Commercial Manager, this role will support the business unit by managing the contractual and financial elements of tenders and projects undertaken within the unit. In addition, the role will include all other activities to enable successful P&L, cash flow and being responsible for the Commercial performance of several frameworks. Providing commercial support and advice to Work Winning and other functions as required. Support the Commercial Manager in preparing the regional management accounts and contributing to Contract Reviews. Some of the key deliverables in this role will include: Contract management of multiple contracts under NEC3/4, JCT & bespoke contract Proficient in taking off quantities and producing detailed SMM7 Measured Bills using BQ software Measurement and valuations of works for applications, variations and final accounts with both clients and suppliers. Identification & notification of Early Warnings and Compensation Events Ensure all contracts, up and down supply chain, are appropriate and robust Provide Cash Flow Forecasts CVR creation and management Establishment and chair of monthly project reviews Managing the dispute and defects process with the Client and Subcontractors Attend Client progress meetings. Follow procedures for Client work approval Manage invoicing and debts Effective communication with all levels of personnel Supply chain management. Provide innovative ideas and continuous improvement Supporting development of the wider commercial team across Freedom's Network Services business. Does this sound like a role you have envisaged yourself in? What we're looking for: Previous experience in a Senior Quantity Surveyor or similar role - Essential A well-developed understanding of various forms of contract, in particular NEC3/4, with the ability to apply these skills in a practical fashion to live projects - Essential. Experienced in managing the delivery of client services covering a range of civil and structural projects in the power sector, and/or HV electrical projects - Desirable Experience and knowledge of the Transmission and Distribution marketplace, or other relevant Energy sectors - Desirable Experience and knowledge of working within our key client sector markets Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be
Jan 10, 2026
Full time
Senior Quantity SurveyorLeeds, London, Birmingham, Hybrid Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : Freedom's Professional Services team are looking for a Senior Quantity Surveyor to be based on flexible Hybrid working Home, London or Leeds. Reporting into the Commercial Manager, this role will support the business unit by managing the contractual and financial elements of tenders and projects undertaken within the unit. In addition, the role will include all other activities to enable successful P&L, cash flow and being responsible for the Commercial performance of several frameworks. Providing commercial support and advice to Work Winning and other functions as required. Support the Commercial Manager in preparing the regional management accounts and contributing to Contract Reviews. Some of the key deliverables in this role will include: Contract management of multiple contracts under NEC3/4, JCT & bespoke contract Proficient in taking off quantities and producing detailed SMM7 Measured Bills using BQ software Measurement and valuations of works for applications, variations and final accounts with both clients and suppliers. Identification & notification of Early Warnings and Compensation Events Ensure all contracts, up and down supply chain, are appropriate and robust Provide Cash Flow Forecasts CVR creation and management Establishment and chair of monthly project reviews Managing the dispute and defects process with the Client and Subcontractors Attend Client progress meetings. Follow procedures for Client work approval Manage invoicing and debts Effective communication with all levels of personnel Supply chain management. Provide innovative ideas and continuous improvement Supporting development of the wider commercial team across Freedom's Network Services business. Does this sound like a role you have envisaged yourself in? What we're looking for: Previous experience in a Senior Quantity Surveyor or similar role - Essential A well-developed understanding of various forms of contract, in particular NEC3/4, with the ability to apply these skills in a practical fashion to live projects - Essential. Experienced in managing the delivery of client services covering a range of civil and structural projects in the power sector, and/or HV electrical projects - Desirable Experience and knowledge of the Transmission and Distribution marketplace, or other relevant Energy sectors - Desirable Experience and knowledge of working within our key client sector markets Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be
NG Bailey
Senior Quantity Surveyor - Commercial
NG Bailey
Senior Quantity SurveyorLeeds, London, Birmingham, Hybrid Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : Freedom's Professional Services team are looking for a Senior Quantity Surveyor to be based on flexible Hybrid working Home, London or Leeds. Reporting into the Commercial Manager, this role will support the business unit by managing the contractual and financial elements of tenders and projects undertaken within the unit. In addition, the role will include all other activities to enable successful P&L, cash flow and being responsible for the Commercial performance of several frameworks. Providing commercial support and advice to Work Winning and other functions as required. Support the Commercial Manager in preparing the regional management accounts and contributing to Contract Reviews. Some of the key deliverables in this role will include: Contract management of multiple contracts under NEC3/4, JCT & bespoke contract Proficient in taking off quantities and producing detailed SMM7 Measured Bills using BQ software Measurement and valuations of works for applications, variations and final accounts with both clients and suppliers. Identification & notification of Early Warnings and Compensation Events Ensure all contracts, up and down supply chain, are appropriate and robust Provide Cash Flow Forecasts CVR creation and management Establishment and chair of monthly project reviews Managing the dispute and defects process with the Client and Subcontractors Attend Client progress meetings. Follow procedures for Client work approval Manage invoicing and debts Effective communication with all levels of personnel Supply chain management. Provide innovative ideas and continuous improvement Supporting development of the wider commercial team across Freedom's Network Services business. Does this sound like a role you have envisaged yourself in? What we're looking for: Previous experience in a Senior Quantity Surveyor or similar role - Essential A well-developed understanding of various forms of contract, in particular NEC3/4, with the ability to apply these skills in a practical fashion to live projects - Essential. Experienced in managing the delivery of client services covering a range of civil and structural projects in the power sector, and/or HV electrical projects - Desirable Experience and knowledge of the Transmission and Distribution marketplace, or other relevant Energy sectors - Desirable Experience and knowledge of working within our key client sector markets Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be
Jan 09, 2026
Full time
Senior Quantity SurveyorLeeds, London, Birmingham, Hybrid Permanent - Full Time Competitive (DOE) + Car/ Car Allowance & Flexible Benefits Summary : Freedom's Professional Services team are looking for a Senior Quantity Surveyor to be based on flexible Hybrid working Home, London or Leeds. Reporting into the Commercial Manager, this role will support the business unit by managing the contractual and financial elements of tenders and projects undertaken within the unit. In addition, the role will include all other activities to enable successful P&L, cash flow and being responsible for the Commercial performance of several frameworks. Providing commercial support and advice to Work Winning and other functions as required. Support the Commercial Manager in preparing the regional management accounts and contributing to Contract Reviews. Some of the key deliverables in this role will include: Contract management of multiple contracts under NEC3/4, JCT & bespoke contract Proficient in taking off quantities and producing detailed SMM7 Measured Bills using BQ software Measurement and valuations of works for applications, variations and final accounts with both clients and suppliers. Identification & notification of Early Warnings and Compensation Events Ensure all contracts, up and down supply chain, are appropriate and robust Provide Cash Flow Forecasts CVR creation and management Establishment and chair of monthly project reviews Managing the dispute and defects process with the Client and Subcontractors Attend Client progress meetings. Follow procedures for Client work approval Manage invoicing and debts Effective communication with all levels of personnel Supply chain management. Provide innovative ideas and continuous improvement Supporting development of the wider commercial team across Freedom's Network Services business. Does this sound like a role you have envisaged yourself in? What we're looking for: Previous experience in a Senior Quantity Surveyor or similar role - Essential A well-developed understanding of various forms of contract, in particular NEC3/4, with the ability to apply these skills in a practical fashion to live projects - Essential. Experienced in managing the delivery of client services covering a range of civil and structural projects in the power sector, and/or HV electrical projects - Desirable Experience and knowledge of the Transmission and Distribution marketplace, or other relevant Energy sectors - Desirable Experience and knowledge of working within our key client sector markets Why Join Us? At Freedom, we believe in attracting and retaining the best talent by offering great benefits and career progression opportunities, including: Pension with up to 8% employer contribution Private Medical Insurance Personal Wellbeing and Volunteer Days Salary Sacrifice Car Scheme (Hybrid/Electric Vehicle) Flexible benefits (e.g., Dental Insurance, Gym Memberships, Tax-Free Bikes) Ongoing Training & Development Programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be
CV Elite Limited
Financial Planning Administrator
CV Elite Limited Pill, Somerset
The Role : I am recruiting a Financial Planning Assistant for Paradigm Norton s Bristol office to support with the provision of financial planning and portfolio management services to high-net-worth clients. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however they will not be expected to know the intricacies of financial planning as training and support will be provided. They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning. As well as enjoying a responsible and highly varied role, the successful Financial Planning Assistant will also have the opportunity, if they so choose, to study for professional exams and progress their career in financial planning. Salary and Benefits: Salary up to £35,000 (dependent on experience) plus an exceptional benefits package including 23 days holiday + 12 wellbeing days + bank holidays + hybrid working + support with professional training + 10% employers pension contribution + profit share + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme. Home Working and Flexibility: People matter, and Paradigm Norton believe that having a good work/life balance is crucial to positive mental health and wellbeing. Paradigm Norton operate a hybrid working model, so while this Financial Planning Assistant role is based in Paradigm Norton s Bristol head office (Ham Green, BS20) with easy access to M4/M5, once established we are happy to facilitate a degree of home working (up to 50% of the time). We are also open to part-time working arrangements (shorter working days, 4-day week etc.). The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions. Financial Planning Assistant (Financial Services Administrator), responsibilities include: Providing the administrative assistance involved in providing financial planning and portfolio management services to high-net-worth clients. Assisting the Client Managers with collating data and preparing for client annual reviews. Assisting in the production of relevant paperwork such as valuations, reports, illustrations, client letters, application forms, spreadsheets, presentations etc. Ensuring the client database is up to date, checking and updating valuations, obtaining accurate policy information and updating back-office system accordingly. Processing new business applications and dealing as required Developing relationships with clients, communicating with them by letter, email and phone, arranging client meetings and collating supporting documents. Coordinating the Client Managers activities, correspondence and communication, organising and prioritising accordingly and following up on action points as necessary. Managing incoming post and tasks generated, taking ownership where possible, keeping clients and Client Managers updated, following up on outstanding actions and monitoring through to conclusion. General administration - filing and scanning documents, updating spreadsheets, typing, actioning post and answering the telephone as required. Financial Planning Assistant (Financial Services Administrator), skills required: Previous experience of working in a highly involved support role in a financial services organisation. An understanding of financial planning is not essential, but you will be keen to learn and an interest in financial planning. Enthusiastic, proactive, commercially astute, with a proven record of taking responsibility and self-motivation. Excellent written and verbal communication skills, with strong analytical, administrative and organisational skills and fanatical attention to detail. Intelligent with high levels of numeracy and IT literacy (especially Word, Excel and Outlook) and adaptable to change. A strong relationship builder and excellent team player, with a caring and considerate approach. An affinity with the company values of people matter and setting the bar high . Dawn O Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
Jan 09, 2026
Full time
The Role : I am recruiting a Financial Planning Assistant for Paradigm Norton s Bristol office to support with the provision of financial planning and portfolio management services to high-net-worth clients. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however they will not be expected to know the intricacies of financial planning as training and support will be provided. They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning. As well as enjoying a responsible and highly varied role, the successful Financial Planning Assistant will also have the opportunity, if they so choose, to study for professional exams and progress their career in financial planning. Salary and Benefits: Salary up to £35,000 (dependent on experience) plus an exceptional benefits package including 23 days holiday + 12 wellbeing days + bank holidays + hybrid working + support with professional training + 10% employers pension contribution + profit share + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme. Home Working and Flexibility: People matter, and Paradigm Norton believe that having a good work/life balance is crucial to positive mental health and wellbeing. Paradigm Norton operate a hybrid working model, so while this Financial Planning Assistant role is based in Paradigm Norton s Bristol head office (Ham Green, BS20) with easy access to M4/M5, once established we are happy to facilitate a degree of home working (up to 50% of the time). We are also open to part-time working arrangements (shorter working days, 4-day week etc.). The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions. Financial Planning Assistant (Financial Services Administrator), responsibilities include: Providing the administrative assistance involved in providing financial planning and portfolio management services to high-net-worth clients. Assisting the Client Managers with collating data and preparing for client annual reviews. Assisting in the production of relevant paperwork such as valuations, reports, illustrations, client letters, application forms, spreadsheets, presentations etc. Ensuring the client database is up to date, checking and updating valuations, obtaining accurate policy information and updating back-office system accordingly. Processing new business applications and dealing as required Developing relationships with clients, communicating with them by letter, email and phone, arranging client meetings and collating supporting documents. Coordinating the Client Managers activities, correspondence and communication, organising and prioritising accordingly and following up on action points as necessary. Managing incoming post and tasks generated, taking ownership where possible, keeping clients and Client Managers updated, following up on outstanding actions and monitoring through to conclusion. General administration - filing and scanning documents, updating spreadsheets, typing, actioning post and answering the telephone as required. Financial Planning Assistant (Financial Services Administrator), skills required: Previous experience of working in a highly involved support role in a financial services organisation. An understanding of financial planning is not essential, but you will be keen to learn and an interest in financial planning. Enthusiastic, proactive, commercially astute, with a proven record of taking responsibility and self-motivation. Excellent written and verbal communication skills, with strong analytical, administrative and organisational skills and fanatical attention to detail. Intelligent with high levels of numeracy and IT literacy (especially Word, Excel and Outlook) and adaptable to change. A strong relationship builder and excellent team player, with a caring and considerate approach. An affinity with the company values of people matter and setting the bar high . Dawn O Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.

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