Base Location: SSEN Solent Park Depot (Portsmouth) Salary: £29,504 - £34,757 + a range of benefits to support your finances, wellbeing and family. Working Pattern: 12 months Fixed Term Contract Full Time The role SSEN is seeking a Mobile Generation Administrator to support the Mobile Diesel Generation team in delivering mobile power solutions for both planned and emergency work. The successful candidate will prioritise the use of SSE's own fleet and coordinate with external contractors when additional resources are required. You will Manage financial records by inputting financial data accurately and on time. Handle iBuy/Procurement tasks which include Purchase Orders, receipting invoices, and monitoring invoice disputes and payments. Coordinate Mobile Generation hire/off hire via telephony/email, ensuring efficient & effective dispatch to support of front-line engineers. Maintain operational reports through daily, weekly, and monthly data input and updates. Ensure office and desk housekeeping and provide ad hoc support the business during weather events as required. You have Proficient experience in the use of a wide variety of key software programmes including but not limited to iBuy, Excel, Word, Sims, Google, Web-fleet. A high level of attention to detail when inputting data and completing tasks. The ability to prioritise workloads under demanding situations. The ability to communicate effectively at all levels both written and verbal. A positive, adaptable enthusiastic attitude to work, constantly seeking ways to improve the workplace. About SSE SSE's purpose is to provide energy needed today while building a better world of energy for tomorrow. We do this by developing, building, operating and investing in electricity infrastructure and businesses needed in the energy transition. Our Transforming for Growth investment plansees us investing £33bn in critical electricity infrastructure across the five years to 2030. SSEN Distribution, part of the wider SSE group, powers 3.9 million UK homes and businesses. Our team of more than 4,200 skilled engineers, customer service advisors and energy experts keep customers connected to a safe, reliable supply of electricity while investing in and developing the flexible networks needed for our low carbon future. Flexible benefits to fit your life Enjoy discounts on private healthcare and gym memberships. Wellbeing benefits like a free online GP and 24/7 counselling service. Interest free loans on tech and transport season tickets, or a new bike with our Cycle to Work scheme. As well as generous family entitlements such as maternity and adoption pay, and paternity leave. Work with an equal opportunity employer SSE will make any reasonable adjustments you need to ensure that your application and experience with us is positive. Please contact / to discuss how we can support you. We're dedicated to fostering an open and inclusive workplace where people from all backgrounds can thrive. We create equal opportunities for everyone to succeed and especially welcome applications from those who may not be well represented in our workforce or industry. Ready to apply? Start your online application using the Apply Now box on this page. We only accept applications made online. We'll be in touch after the closing date to let you know if we'll be taking your application further. If you're offered a role with SSE, you'll need to complete a criminality check and a credit check before you start work.
Jan 10, 2026
Full time
Base Location: SSEN Solent Park Depot (Portsmouth) Salary: £29,504 - £34,757 + a range of benefits to support your finances, wellbeing and family. Working Pattern: 12 months Fixed Term Contract Full Time The role SSEN is seeking a Mobile Generation Administrator to support the Mobile Diesel Generation team in delivering mobile power solutions for both planned and emergency work. The successful candidate will prioritise the use of SSE's own fleet and coordinate with external contractors when additional resources are required. You will Manage financial records by inputting financial data accurately and on time. Handle iBuy/Procurement tasks which include Purchase Orders, receipting invoices, and monitoring invoice disputes and payments. Coordinate Mobile Generation hire/off hire via telephony/email, ensuring efficient & effective dispatch to support of front-line engineers. Maintain operational reports through daily, weekly, and monthly data input and updates. Ensure office and desk housekeeping and provide ad hoc support the business during weather events as required. You have Proficient experience in the use of a wide variety of key software programmes including but not limited to iBuy, Excel, Word, Sims, Google, Web-fleet. A high level of attention to detail when inputting data and completing tasks. The ability to prioritise workloads under demanding situations. The ability to communicate effectively at all levels both written and verbal. A positive, adaptable enthusiastic attitude to work, constantly seeking ways to improve the workplace. About SSE SSE's purpose is to provide energy needed today while building a better world of energy for tomorrow. We do this by developing, building, operating and investing in electricity infrastructure and businesses needed in the energy transition. Our Transforming for Growth investment plansees us investing £33bn in critical electricity infrastructure across the five years to 2030. SSEN Distribution, part of the wider SSE group, powers 3.9 million UK homes and businesses. Our team of more than 4,200 skilled engineers, customer service advisors and energy experts keep customers connected to a safe, reliable supply of electricity while investing in and developing the flexible networks needed for our low carbon future. Flexible benefits to fit your life Enjoy discounts on private healthcare and gym memberships. Wellbeing benefits like a free online GP and 24/7 counselling service. Interest free loans on tech and transport season tickets, or a new bike with our Cycle to Work scheme. As well as generous family entitlements such as maternity and adoption pay, and paternity leave. Work with an equal opportunity employer SSE will make any reasonable adjustments you need to ensure that your application and experience with us is positive. Please contact / to discuss how we can support you. We're dedicated to fostering an open and inclusive workplace where people from all backgrounds can thrive. We create equal opportunities for everyone to succeed and especially welcome applications from those who may not be well represented in our workforce or industry. Ready to apply? Start your online application using the Apply Now box on this page. We only accept applications made online. We'll be in touch after the closing date to let you know if we'll be taking your application further. If you're offered a role with SSE, you'll need to complete a criminality check and a credit check before you start work.
Senior Pensions Administrator page is loaded Senior Pensions Administratorlocations: Crawley - Sutherland House: Caithness - William Smith Housetime type: Full timeposted on: Posted Todayjob requisition id: R16626Management LevelHEQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers. Role Summary The Senior Pension Administrator Role will be responsible for the implementation of training and development of Pension Administrators and authorising/quality marking work completed by the Pension Administration team. The role is collaborative in nature and the candidate will be required to liaise with a fellow Senior Pension Administrator, Pension Technical Analyst and Team Manager to ensure all authorisations, support and guidance is completed correctly and in a timely manner, aiming towards continuous improvement of customer service. Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration services to customers, working to agreed targets To complete / check casework and provide feedback Resolving customer enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Performing and issuing pension calculations including manual calculations Carrying out projects and ad-hoc activities, as determined by your Team Leader Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Excellent attention to detail and capable of following defined processes and procedures Strong communication skills Strong desire to deliver exceptional customer service The ability to develop positive and productive working relationships Computer literate with a willingness to learn a variety of systems Strong numeracy and literacy skills The desire to deliver exceptional customer service The ability to develop positive and productive working relationships What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues.We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.
Jan 10, 2026
Full time
Senior Pensions Administrator page is loaded Senior Pensions Administratorlocations: Crawley - Sutherland House: Caithness - William Smith Housetime type: Full timeposted on: Posted Todayjob requisition id: R16626Management LevelHEQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers. Role Summary The Senior Pension Administrator Role will be responsible for the implementation of training and development of Pension Administrators and authorising/quality marking work completed by the Pension Administration team. The role is collaborative in nature and the candidate will be required to liaise with a fellow Senior Pension Administrator, Pension Technical Analyst and Team Manager to ensure all authorisations, support and guidance is completed correctly and in a timely manner, aiming towards continuous improvement of customer service. Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration services to customers, working to agreed targets To complete / check casework and provide feedback Resolving customer enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Performing and issuing pension calculations including manual calculations Carrying out projects and ad-hoc activities, as determined by your Team Leader Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Excellent attention to detail and capable of following defined processes and procedures Strong communication skills Strong desire to deliver exceptional customer service The ability to develop positive and productive working relationships Computer literate with a willingness to learn a variety of systems Strong numeracy and literacy skills The desire to deliver exceptional customer service The ability to develop positive and productive working relationships What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues.We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.
About this role About BlackRock Are you a Derivative Operations professional searching for an exciting, challenging, multi-faceted leadership opportunity with the world's largest asset manager? Do you pride yourself on building positive relationships, leading and developing hardworking teams and elevating performance? Look no further! BlackRock is pursuing an Associate to become a part of our team. We recognize that strength comes from diversity, and will embrace your rare skills, eagerness, and passion while giving you freedom to grow expertly and as an individual. BlackRock's Derivative Operations is a distributed team dedicated to providing outstanding operational support across the organisation with a client-centric focus. The group manages the post trade lifecycle for cleared derivatives and collateral management. It plays an integral role within the organisation interacting with multiple internal partners and external parties including OTC counterparts, futures and derivative clearing merchants and Prime Brokers. Facilitation of strong working relationships with all these parties, including external vendors such as custodians and fund administrators is imperative. Key Responsibilities Assist management with the seamless integration of Collateral Management, Exchange Traded Derivative and Cleared OTC functions into a core BlackRock location. Help build a culture of openness, inclusion and proactive engagement at all levels, developing a "bottom up" approach to problem solving that favors creative, data driven, "outside of the box" solutions. Some team leadership responsibilities may be required. Adhere to stringent Operational risk management targets, working to resolve and raise aged or high value collateral or margin exceptions. Act as a technical specialist by actively participating in weekly Technology / Operations meetings, collating and presenting BAU issues requiring remediation and helping ensure strategic projects remain on track. Develop positive relationships with external providers, ensuring BlackRock's value proposition, technology roadmap, industry position is effectively communicated and supported. Participate in regular reviews to ensure BlackRock and our clients receives outstanding levels of service from all third party providers. Assist in business development activities by acting as a subject matter specialist, attending prospect meetings and providing Operational demos to support Aladdin implementation to clients. Experience Self starter who enjoys operating in a fast-paced, high-intensity environment, who can assist with the creation of agendas Creative individual, who possess a passion for problem solving, is numerically proficient, has outstanding analytical skills and can think creatively Deep interest in data, metrics, analysis and trends but also an ability to think strategically and keep sight of the bigger picture Entrepreneurial drive and insight to identify control gaps and drive operational improvement initiatives. Excellent verbal communicator, capable of articulating complex problems in a simplistic manner Experience using data to drive decisions and a willingness to challenge the status quo Identify and resolve Operational risk embedded within the Collateral or Clearing function Gaining a detailed understanding of the Aladdin architecture framework, working with engineers / SME's to implement technology plans and improve system capabilities Project Management and Operational Improvement skills (Prince, Lean, Six Sigma) or experience working with robotics / AI would be advantageous Comfortable collecting and distilling operational improvement requirements from internal and external users to provide technology partners with a clear understanding of improvement opportunities Customer service oriented and experience facing off with clients or partners Outstanding communication and presentation skills, with the ability to convey sophisticated concepts simply and clearly Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please : BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
Jan 10, 2026
Full time
About this role About BlackRock Are you a Derivative Operations professional searching for an exciting, challenging, multi-faceted leadership opportunity with the world's largest asset manager? Do you pride yourself on building positive relationships, leading and developing hardworking teams and elevating performance? Look no further! BlackRock is pursuing an Associate to become a part of our team. We recognize that strength comes from diversity, and will embrace your rare skills, eagerness, and passion while giving you freedom to grow expertly and as an individual. BlackRock's Derivative Operations is a distributed team dedicated to providing outstanding operational support across the organisation with a client-centric focus. The group manages the post trade lifecycle for cleared derivatives and collateral management. It plays an integral role within the organisation interacting with multiple internal partners and external parties including OTC counterparts, futures and derivative clearing merchants and Prime Brokers. Facilitation of strong working relationships with all these parties, including external vendors such as custodians and fund administrators is imperative. Key Responsibilities Assist management with the seamless integration of Collateral Management, Exchange Traded Derivative and Cleared OTC functions into a core BlackRock location. Help build a culture of openness, inclusion and proactive engagement at all levels, developing a "bottom up" approach to problem solving that favors creative, data driven, "outside of the box" solutions. Some team leadership responsibilities may be required. Adhere to stringent Operational risk management targets, working to resolve and raise aged or high value collateral or margin exceptions. Act as a technical specialist by actively participating in weekly Technology / Operations meetings, collating and presenting BAU issues requiring remediation and helping ensure strategic projects remain on track. Develop positive relationships with external providers, ensuring BlackRock's value proposition, technology roadmap, industry position is effectively communicated and supported. Participate in regular reviews to ensure BlackRock and our clients receives outstanding levels of service from all third party providers. Assist in business development activities by acting as a subject matter specialist, attending prospect meetings and providing Operational demos to support Aladdin implementation to clients. Experience Self starter who enjoys operating in a fast-paced, high-intensity environment, who can assist with the creation of agendas Creative individual, who possess a passion for problem solving, is numerically proficient, has outstanding analytical skills and can think creatively Deep interest in data, metrics, analysis and trends but also an ability to think strategically and keep sight of the bigger picture Entrepreneurial drive and insight to identify control gaps and drive operational improvement initiatives. Excellent verbal communicator, capable of articulating complex problems in a simplistic manner Experience using data to drive decisions and a willingness to challenge the status quo Identify and resolve Operational risk embedded within the Collateral or Clearing function Gaining a detailed understanding of the Aladdin architecture framework, working with engineers / SME's to implement technology plans and improve system capabilities Project Management and Operational Improvement skills (Prince, Lean, Six Sigma) or experience working with robotics / AI would be advantageous Comfortable collecting and distilling operational improvement requirements from internal and external users to provide technology partners with a clear understanding of improvement opportunities Customer service oriented and experience facing off with clients or partners Outstanding communication and presentation skills, with the ability to convey sophisticated concepts simply and clearly Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please : BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
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.
Buyer - Engineering 35,000 - 40,000 + Training + Progression Monday - Thursday, 08:00 - 17:00. Friday, 08:00 - 13:00 Near Southampton - Commutable from Eastleigh, Romsey, Winchester and Chandlers Ford Do you have purchasing experience within a manufacturing or engineering environment? Do you want to join an industry leading engineering company who are offering first class training & development and multiple progression opportunities? Due to continued growth, my client is looking for a buyer to join the team at their state of the art facility near Southampton. The successful applicant will have an excellent platform in place to move into a senior role within the team, a great chance to get into management. You will be liaising with multiple long term supplier and managing new accounts for the business. This is a varied role within a growing company that will put the time and investment into you to understand the industry, products and suppliers. You will play a vital role in streamlining company costs and will be working with the production, engineering and sales departments to ensure that the manufacturing facility is operating at maximum efficiency. This is an exciting opportunity to join a family run business who boast an excellent staff retention rate, with many of the team being with the business for 10+ years. With opportunities to progress into more senior roles and the chance to enhance your skills across multiple departments, if you are looking for variety and to make a real difference this is the role for you. For more information please click apply and contact Patrick Walsh - Reference 4768 - (phone number removed) The Role: Working with multiple teams and external suppliers Excellent training and development opportunities Monday - Friday, days The Candidate: Purchasing Experience Looking for a varied role with progression opportunities A commutable distance to the above locations elix Sourcing Solutions is a specialist recruiter for Engineering, IT and Science roles ranging from mid to senior level positions. Please be aware that we will only accept applications from candidates that have a valid work permit to work in the UK. By applying to this job, you are confirming that you do not hold a criminal record and that you know of no legal reason why you would be ineligible for employment. Buyer Administrator Supply Chain Purchasing Purchase Procurement CIPS Suppliers Civils Construction Technician Project Engineer Customer Service Internal Sales Projects CAD Design Engineering Engineered Manufacturer Manufacture Manufacturing Training Production Support Coordinator Coordination Southampton Romsey Eastleigh Hampshire Winchester Chandlers Ford
Jan 10, 2026
Full time
Buyer - Engineering 35,000 - 40,000 + Training + Progression Monday - Thursday, 08:00 - 17:00. Friday, 08:00 - 13:00 Near Southampton - Commutable from Eastleigh, Romsey, Winchester and Chandlers Ford Do you have purchasing experience within a manufacturing or engineering environment? Do you want to join an industry leading engineering company who are offering first class training & development and multiple progression opportunities? Due to continued growth, my client is looking for a buyer to join the team at their state of the art facility near Southampton. The successful applicant will have an excellent platform in place to move into a senior role within the team, a great chance to get into management. You will be liaising with multiple long term supplier and managing new accounts for the business. This is a varied role within a growing company that will put the time and investment into you to understand the industry, products and suppliers. You will play a vital role in streamlining company costs and will be working with the production, engineering and sales departments to ensure that the manufacturing facility is operating at maximum efficiency. This is an exciting opportunity to join a family run business who boast an excellent staff retention rate, with many of the team being with the business for 10+ years. With opportunities to progress into more senior roles and the chance to enhance your skills across multiple departments, if you are looking for variety and to make a real difference this is the role for you. For more information please click apply and contact Patrick Walsh - Reference 4768 - (phone number removed) The Role: Working with multiple teams and external suppliers Excellent training and development opportunities Monday - Friday, days The Candidate: Purchasing Experience Looking for a varied role with progression opportunities A commutable distance to the above locations elix Sourcing Solutions is a specialist recruiter for Engineering, IT and Science roles ranging from mid to senior level positions. Please be aware that we will only accept applications from candidates that have a valid work permit to work in the UK. By applying to this job, you are confirming that you do not hold a criminal record and that you know of no legal reason why you would be ineligible for employment. Buyer Administrator Supply Chain Purchasing Purchase Procurement CIPS Suppliers Civils Construction Technician Project Engineer Customer Service Internal Sales Projects CAD Design Engineering Engineered Manufacturer Manufacture Manufacturing Training Production Support Coordinator Coordination Southampton Romsey Eastleigh Hampshire Winchester Chandlers Ford
Financial Adviser Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Adviser to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best - advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client's individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients' financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients' changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years' experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jan 09, 2026
Full time
Financial Adviser Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Adviser to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best - advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client's individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients' financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients' changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years' experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
HR Data Analyst Leeds - hybrid Permanent Summary We are seeking a strategic and detail-focused HR Data Analyst to enhance how we capture, manage, and use people data. This role is pivotal in ensuring that HR data is accurate, compliant, and insightful which will be supporting both legislative requirements and business decision-making. You will take the lead in designing a fit-for-purpose suite of reports and dashboards, improving data accessibility for employees and managers, and uncovering and communicating trends that shape our people strategy. Some of the key deliverables for the role will include: Data capture and integrity Ensuring data meets business and legal needs Collaborate with HR and system administrators to improve data accuracy and consistency in Dayforce Define and uphold data quality standard including validation and regular audits Lead initiatives to keep people data clean, Current and reliable for reporting and analysis Align HR data with broader business data sets by working with IT, Finance, and other teams. Act as HR's data conscience, ensuring GDPR compliance and proper handling of personal and management information. Reporting Design tailored HR reports and dashboards for various stakeholders Enable self-service access to HR data and insights Continuously improve reporting processes for accuracy, timeliness and usability Automate recurring reports to boost efficiency and reduce manual effort. Ensure compliance with data privacy, security, and confidentiality standards Use data visualisation tools (e.g. Power BI) for clear, user-friendly reporting Support report creation and automation for monthly and board level reporting Analysis and insights Analyse workforce trends (e.g. headcount, attrition, diversity, engagement, performance Deliver clear, actionable insights to guide HR strategy and operations Provide proactive analytics to support business initiatives Collaborate cross functionality to interpret data and support decision making Present insights to senior leaders using compelling visuals and storytelling Explore predictive analytics to enhance HR and business outcomes Oversee the full reporting lifecycle, ensuring access to a robust and evolving analytics suite Capability Building and Continuous Improvement Champion training, capability building, and data governance across the HR and operational teams. Foster continuous improvement culture by enhancing user efficiency and uphold data integrity. Lead user requirement definition and prioritisation, acting as a trusted advisor to senior HR and Payroll stakeholders in designing scalable solutions. What we're looking for: Ideally been a HR focused Data Analyst or similar role Previous experience with Dayforce (or any other HR/People System Proven experience with reporting tools such as Power BI, Tableau, SQL Solid experience in using Excel Understanding of data governance, compliance and regulatory reporting (pay, GDPR etc) Benefits include : 25 Days Holiday + Bank Holidays with an option to Buy/Sell additional days Pension with a?leading provider and?up to?8% employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Life Assurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to choose from inc: Dental Insurance, Gym Membership, Give As You Earn, Travel Insurance, Tax Free Bikes 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 09, 2026
Full time
HR Data Analyst Leeds - hybrid Permanent Summary We are seeking a strategic and detail-focused HR Data Analyst to enhance how we capture, manage, and use people data. This role is pivotal in ensuring that HR data is accurate, compliant, and insightful which will be supporting both legislative requirements and business decision-making. You will take the lead in designing a fit-for-purpose suite of reports and dashboards, improving data accessibility for employees and managers, and uncovering and communicating trends that shape our people strategy. Some of the key deliverables for the role will include: Data capture and integrity Ensuring data meets business and legal needs Collaborate with HR and system administrators to improve data accuracy and consistency in Dayforce Define and uphold data quality standard including validation and regular audits Lead initiatives to keep people data clean, Current and reliable for reporting and analysis Align HR data with broader business data sets by working with IT, Finance, and other teams. Act as HR's data conscience, ensuring GDPR compliance and proper handling of personal and management information. Reporting Design tailored HR reports and dashboards for various stakeholders Enable self-service access to HR data and insights Continuously improve reporting processes for accuracy, timeliness and usability Automate recurring reports to boost efficiency and reduce manual effort. Ensure compliance with data privacy, security, and confidentiality standards Use data visualisation tools (e.g. Power BI) for clear, user-friendly reporting Support report creation and automation for monthly and board level reporting Analysis and insights Analyse workforce trends (e.g. headcount, attrition, diversity, engagement, performance Deliver clear, actionable insights to guide HR strategy and operations Provide proactive analytics to support business initiatives Collaborate cross functionality to interpret data and support decision making Present insights to senior leaders using compelling visuals and storytelling Explore predictive analytics to enhance HR and business outcomes Oversee the full reporting lifecycle, ensuring access to a robust and evolving analytics suite Capability Building and Continuous Improvement Champion training, capability building, and data governance across the HR and operational teams. Foster continuous improvement culture by enhancing user efficiency and uphold data integrity. Lead user requirement definition and prioritisation, acting as a trusted advisor to senior HR and Payroll stakeholders in designing scalable solutions. What we're looking for: Ideally been a HR focused Data Analyst or similar role Previous experience with Dayforce (or any other HR/People System Proven experience with reporting tools such as Power BI, Tableau, SQL Solid experience in using Excel Understanding of data governance, compliance and regulatory reporting (pay, GDPR etc) Benefits include : 25 Days Holiday + Bank Holidays with an option to Buy/Sell additional days Pension with a?leading provider and?up to?8% employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Life Assurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to choose from inc: Dental Insurance, Gym Membership, Give As You Earn, Travel Insurance, Tax Free Bikes 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.
Quantity Surveyor / Assets An excellent opportunity for a skilled Quantity Surveyor with strong commercial insight to support investment, cost control and contract management across property improvement programmes. If youve also worked in the following roles, wed also like to hear from you: Commercial Manager, Cost Planner, Project Surveyor, Contract Administrator, Commercial Surveyor, Cost Manager, click apply for full job details
Jan 09, 2026
Full time
Quantity Surveyor / Assets An excellent opportunity for a skilled Quantity Surveyor with strong commercial insight to support investment, cost control and contract management across property improvement programmes. If youve also worked in the following roles, wed also like to hear from you: Commercial Manager, Cost Planner, Project Surveyor, Contract Administrator, Commercial Surveyor, Cost Manager, click apply for full job details
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. This is an opportunity for talented, high performing and ambitious individual to join the Audit Quality Indicators Team in the AQD in an exciting period and help to shape the role and the expanding team. You will report into the Audit Quality Indicators Partner and work closely with Audit Quality Indicators Team Lead. Perform key reconciliation and monitoring controls involving external sources and our internal systems, in particular those systems holding information on our audited entities, audit files, and e-signing activity Monitor compliance with policies relevant to the audit stream, investigate outliers and non-compliance and report on findings Perform regular data reconciliations performed by the data administrator Respond to internal or external requests for ad-hoc reporting or analysis You'll be someone with: the ability to operate with the highest integrity given the sensitive and confidential nature of much that you will be dealing with A conscientious and thorough approach with excellent accuracy and attention to detail An ability to develop further knowledge of rules, policies and procedures High motivation, with a desire to seek new ways of improving our internal controls External audit or internal audit experience IT literate with an excellent knowledge of Excel Strong communication skills; both written and oral Good interpersonal skills, with ability to create productive relationships across the firm and network and to influence other senior professionals. Take personal responsibility and accountability for own work Have the ability to work both independently and collaboratively as part of a small team and be able to use own initiative Ability to prioritise multiple tasks effectively and cope well under the pressure of deadlines Ability to communicate effectively with partners and staff at all levels You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jan 09, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. This is an opportunity for talented, high performing and ambitious individual to join the Audit Quality Indicators Team in the AQD in an exciting period and help to shape the role and the expanding team. You will report into the Audit Quality Indicators Partner and work closely with Audit Quality Indicators Team Lead. Perform key reconciliation and monitoring controls involving external sources and our internal systems, in particular those systems holding information on our audited entities, audit files, and e-signing activity Monitor compliance with policies relevant to the audit stream, investigate outliers and non-compliance and report on findings Perform regular data reconciliations performed by the data administrator Respond to internal or external requests for ad-hoc reporting or analysis You'll be someone with: the ability to operate with the highest integrity given the sensitive and confidential nature of much that you will be dealing with A conscientious and thorough approach with excellent accuracy and attention to detail An ability to develop further knowledge of rules, policies and procedures High motivation, with a desire to seek new ways of improving our internal controls External audit or internal audit experience IT literate with an excellent knowledge of Excel Strong communication skills; both written and oral Good interpersonal skills, with ability to create productive relationships across the firm and network and to influence other senior professionals. Take personal responsibility and accountability for own work Have the ability to work both independently and collaboratively as part of a small team and be able to use own initiative Ability to prioritise multiple tasks effectively and cope well under the pressure of deadlines Ability to communicate effectively with partners and staff at all levels You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
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.
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategoryCustomer SuccessJob Details About Salesforce Salesforce is the AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.For our customers who wish to get the most value out of Salesforce with enterprise and rapid support, delivered by our most skilled experts, they purchase our Signature Success Plan. When you have Signature, you unlock our deepest level of partnership, most skilled expertise, and tools to stay agile. As a Customer Success Manager (CSM), you will serve as a named resource and partner for Salesforce's customer organizations. You are a trusted advisor, forging deep relationships with your customers and account teams and maintaining an awareness of key events, needs, potential risks, and value drivers. With a continual focus on your customers' business needs, you will help to improve their overall technical and operational health, helping them to realize the maximum value out of their Salesforce investment. You will act as a point of contact for any major customer incidents, being responsible for managing expectations and communications through the resolution of such incidents. These activities will enable you to proactively set the customer up for success through optimisation of the platform, with special care during critically important peak events. This will require deep technical knowledge of the Salesforce platform, and the ability to work closely across internal and external teams to provide a unified Signature experience. Your Impact Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within customer organisations that have purchased Signature. Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer. Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer. Acting as an advisor to your customers for the adoption of new features of Salesforce's annual release schedules and identifying potential challenges and risks to your customer's implementation. Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success. Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues. The CSM may be required for occasional travel to customer sites and may need to be available for some after-hour or weekend coverage, depending on the customer's need. Minimum Requirements Minimum of 7 years of work experience in one or more of the following: Technical Customer Success, Salesforce CRM or SaaS platform use, project leadership, technology solutions development, technical solutions, and/or solutions architecture. Experience with Salesforce Sales Cloud and/or Service Cloud and/or a relevant competing platform. 4+ years' experience in management consulting services, Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organisation, including executive and C-level. Skills for analysing technical concepts and translating them into business terms and mapping business requirements into technical features. Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. Knowledge of software development process and design methodologies. Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects. Preferred Requirements Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, and Commerce Cloud Consultant). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Experience working with Enterprise-level customers. Note: This role is office-flexible, and the expectation is to be in office 3 days per weekUnleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
Jan 09, 2026
Full time
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategoryCustomer SuccessJob Details About Salesforce Salesforce is the AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.For our customers who wish to get the most value out of Salesforce with enterprise and rapid support, delivered by our most skilled experts, they purchase our Signature Success Plan. When you have Signature, you unlock our deepest level of partnership, most skilled expertise, and tools to stay agile. As a Customer Success Manager (CSM), you will serve as a named resource and partner for Salesforce's customer organizations. You are a trusted advisor, forging deep relationships with your customers and account teams and maintaining an awareness of key events, needs, potential risks, and value drivers. With a continual focus on your customers' business needs, you will help to improve their overall technical and operational health, helping them to realize the maximum value out of their Salesforce investment. You will act as a point of contact for any major customer incidents, being responsible for managing expectations and communications through the resolution of such incidents. These activities will enable you to proactively set the customer up for success through optimisation of the platform, with special care during critically important peak events. This will require deep technical knowledge of the Salesforce platform, and the ability to work closely across internal and external teams to provide a unified Signature experience. Your Impact Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within customer organisations that have purchased Signature. Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer. Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer. Acting as an advisor to your customers for the adoption of new features of Salesforce's annual release schedules and identifying potential challenges and risks to your customer's implementation. Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success. Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues. The CSM may be required for occasional travel to customer sites and may need to be available for some after-hour or weekend coverage, depending on the customer's need. Minimum Requirements Minimum of 7 years of work experience in one or more of the following: Technical Customer Success, Salesforce CRM or SaaS platform use, project leadership, technology solutions development, technical solutions, and/or solutions architecture. Experience with Salesforce Sales Cloud and/or Service Cloud and/or a relevant competing platform. 4+ years' experience in management consulting services, Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organisation, including executive and C-level. Skills for analysing technical concepts and translating them into business terms and mapping business requirements into technical features. Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. Knowledge of software development process and design methodologies. Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects. Preferred Requirements Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, and Commerce Cloud Consultant). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Experience working with Enterprise-level customers. Note: This role is office-flexible, and the expectation is to be in office 3 days per weekUnleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
Financial Adviser Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Adviser to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client s individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jan 09, 2026
Full time
Financial Adviser Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Adviser to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client s individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. This is an opportunity for talented, high performing and ambitious individual to join the Audit Quality Indicators Team in the AQD in an exciting period and help to shape the role and the expanding team. You will report into the Audit Quality Indicators Partner and work closely with Audit Quality Indicators Team Lead. Perform key reconciliation and monitoring controls involving external sources and our internal systems, in particular those systems holding information on our audited entities, audit files, and e-signing activity Monitor compliance with policies relevant to the audit stream, investigate outliers and non-compliance and report on findings Perform regular data reconciliations performed by the data administrator Respond to internal or external requests for ad-hoc reporting or analysis You'll be someone with: the ability to operate with the highest integrity given the sensitive and confidential nature of much that you will be dealing with A conscientious and thorough approach with excellent accuracy and attention to detail An ability to develop further knowledge of rules, policies and procedures High motivation, with a desire to seek new ways of improving our internal controls External audit or internal audit experience IT literate with an excellent knowledge of Excel Strong communication skills; both written and oral Good interpersonal skills, with ability to create productive relationships across the firm and network and to influence other senior professionals. Take personal responsibility and accountability for own work Have the ability to work both independently and collaboratively as part of a small team and be able to use own initiative Ability to prioritise multiple tasks effectively and cope well under the pressure of deadlines Ability to communicate effectively with partners and staff at all levels You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jan 09, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. This is an opportunity for talented, high performing and ambitious individual to join the Audit Quality Indicators Team in the AQD in an exciting period and help to shape the role and the expanding team. You will report into the Audit Quality Indicators Partner and work closely with Audit Quality Indicators Team Lead. Perform key reconciliation and monitoring controls involving external sources and our internal systems, in particular those systems holding information on our audited entities, audit files, and e-signing activity Monitor compliance with policies relevant to the audit stream, investigate outliers and non-compliance and report on findings Perform regular data reconciliations performed by the data administrator Respond to internal or external requests for ad-hoc reporting or analysis You'll be someone with: the ability to operate with the highest integrity given the sensitive and confidential nature of much that you will be dealing with A conscientious and thorough approach with excellent accuracy and attention to detail An ability to develop further knowledge of rules, policies and procedures High motivation, with a desire to seek new ways of improving our internal controls External audit or internal audit experience IT literate with an excellent knowledge of Excel Strong communication skills; both written and oral Good interpersonal skills, with ability to create productive relationships across the firm and network and to influence other senior professionals. Take personal responsibility and accountability for own work Have the ability to work both independently and collaboratively as part of a small team and be able to use own initiative Ability to prioritise multiple tasks effectively and cope well under the pressure of deadlines Ability to communicate effectively with partners and staff at all levels You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Bristol We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Jan 09, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Bristol We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Jan 09, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Senior Operational Due Diligence Analyst page is loaded Senior Operational Due Diligence Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03679# Business Unit:Compliance, Risk and Internal Audit# Job Description: Role Summary Every day, we seek to improve financial security for people. Joining our team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. The Operational Due Diligence Senior Analyst will identify and assess operational risk factors at prospective and currently funded traditional and alternative (hedge fund, private equity, private real estate, infrastructure) investment managers through the performance of operational due diligence reviews. The responsibilities of the individual in this position include: Evaluating business, compliance, and operational risks associated with traditional and alternative investment managers relative to the scope of the Global Manager Operational Due Diligence (GMODD) program requirements by conducting desktop and/or on-site reviews of investment managers globally. Conducting/Leading due diligence reviews focusing on several areas including, but not limited to: organizational structure, regulatory compliance, legal entity risks, fund structure risks, allocation policy, valuation policy, cash and collateral management, trading infrastructure, asset monitoring, information technology, background checks, and third-party service providers (e.g., administrator, prime broker, custodian, auditor). Obtaining and analysing investment manager documentation including offering memorandums, fund formation documents, deal documents, financial statements, regulatory filings, due diligence questionnaires, policies and procedures. Identifying key areas of operational risk and confirming that the manager has completed associated remediation actions and/or implemented appropriate mitigating controls. Preparing written reports for internal and external distribution, documenting the due diligence performed, findings and recommendations to support conclusions. Communicating summary conclusions to internally interested parties and conducting follow-up with investment managers on any recommendations or risk findings, as needed. Maintaining and tracking remediation/action plans with managers; escalating material issues to Investment, Legal, Compliance, and Operational Risk and presenting at the appropriate governance forums. Ensuring records management/data systems are maintained and up to date. Proactively identifying and supporting efforts/projects to evolve the team's practice in operational due diligence. Contributing to client deliverables including ODD sections of due diligence reports, RFPs/RFIs and responses to client operational questionnaires; supporting client meetings as subject-matter expert. Staying current with industry best practices and key events across applicable areas (e.g., regulatory, technology/systems, trading). The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelor's Degree in a relevant field (or equivalent experience / qualification) required; MBA or CFA preferred. Significant experience in Business Analyst, Operations, Internal Audit or Compliance role within financial services, including Operational Due Diligence experience. Knowledge of private equity/real estate/hedge fund strategies and trading, valuation and industry best practices is preferred. Experience in private markets operational due diligence (ODD), along with strong understanding of the regulatory framework in the UK. Ability to articulate concerns/issues effectively to internal and external senior investment management professionals and compliance professionals. Demonstrated initiative to work independently and engage, undirected, in execution of responsibilities. Strong attention to detail; ability to consume and triangulate information and data from multiple sources and reconcile conflicts. Ability to support ongoing reviews and lead ad hoc projects while meeting deadlines; ability to multi task and prioritize multiple projects efficiently. Excellent communication skills (oral and written) required. Excellent interpersonal skills integrating tact and diplomacy required. Ability to professionally represent the firm required. Strong collaboration and team skills. Proficient in Microsoft Office; project management and coding skills are preferred. Practical familiarity with generative AI tools (e.g., large language models) for document review and workflow efficiency is preferred. Familiarity with various global regulatory and compliance regimes, rules, and regulations preferred. Familiarity with investment best practices across operations, accounting, technology, and compliance preferred. Willingness and ability for domestic and international travel. (<15%)
Jan 09, 2026
Full time
Senior Operational Due Diligence Analyst page is loaded Senior Operational Due Diligence Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03679# Business Unit:Compliance, Risk and Internal Audit# Job Description: Role Summary Every day, we seek to improve financial security for people. Joining our team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. The Operational Due Diligence Senior Analyst will identify and assess operational risk factors at prospective and currently funded traditional and alternative (hedge fund, private equity, private real estate, infrastructure) investment managers through the performance of operational due diligence reviews. The responsibilities of the individual in this position include: Evaluating business, compliance, and operational risks associated with traditional and alternative investment managers relative to the scope of the Global Manager Operational Due Diligence (GMODD) program requirements by conducting desktop and/or on-site reviews of investment managers globally. Conducting/Leading due diligence reviews focusing on several areas including, but not limited to: organizational structure, regulatory compliance, legal entity risks, fund structure risks, allocation policy, valuation policy, cash and collateral management, trading infrastructure, asset monitoring, information technology, background checks, and third-party service providers (e.g., administrator, prime broker, custodian, auditor). Obtaining and analysing investment manager documentation including offering memorandums, fund formation documents, deal documents, financial statements, regulatory filings, due diligence questionnaires, policies and procedures. Identifying key areas of operational risk and confirming that the manager has completed associated remediation actions and/or implemented appropriate mitigating controls. Preparing written reports for internal and external distribution, documenting the due diligence performed, findings and recommendations to support conclusions. Communicating summary conclusions to internally interested parties and conducting follow-up with investment managers on any recommendations or risk findings, as needed. Maintaining and tracking remediation/action plans with managers; escalating material issues to Investment, Legal, Compliance, and Operational Risk and presenting at the appropriate governance forums. Ensuring records management/data systems are maintained and up to date. Proactively identifying and supporting efforts/projects to evolve the team's practice in operational due diligence. Contributing to client deliverables including ODD sections of due diligence reports, RFPs/RFIs and responses to client operational questionnaires; supporting client meetings as subject-matter expert. Staying current with industry best practices and key events across applicable areas (e.g., regulatory, technology/systems, trading). The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelor's Degree in a relevant field (or equivalent experience / qualification) required; MBA or CFA preferred. Significant experience in Business Analyst, Operations, Internal Audit or Compliance role within financial services, including Operational Due Diligence experience. Knowledge of private equity/real estate/hedge fund strategies and trading, valuation and industry best practices is preferred. Experience in private markets operational due diligence (ODD), along with strong understanding of the regulatory framework in the UK. Ability to articulate concerns/issues effectively to internal and external senior investment management professionals and compliance professionals. Demonstrated initiative to work independently and engage, undirected, in execution of responsibilities. Strong attention to detail; ability to consume and triangulate information and data from multiple sources and reconcile conflicts. Ability to support ongoing reviews and lead ad hoc projects while meeting deadlines; ability to multi task and prioritize multiple projects efficiently. Excellent communication skills (oral and written) required. Excellent interpersonal skills integrating tact and diplomacy required. Ability to professionally represent the firm required. Strong collaboration and team skills. Proficient in Microsoft Office; project management and coding skills are preferred. Practical familiarity with generative AI tools (e.g., large language models) for document review and workflow efficiency is preferred. Familiarity with various global regulatory and compliance regimes, rules, and regulations preferred. Familiarity with investment best practices across operations, accounting, technology, and compliance preferred. Willingness and ability for domestic and international travel. (<15%)
Our client is a world-class aerospace material supplier, providing a comprehensive range of products tailored for the Aviation Maintenance, Repair, and Overhaul (MRO) sector. With rapid growth driven by recent investment, they are expanding their team and are looking for a Sales and Customer Success Representative to be based at offices near St Albans, Hertfordshire On Offer: 37.5 Hours a week with flexible start and finish times between 6am and 7pm Monday - Friday Offering a salary up to £40K dependant on skills and experience with an OTE of £45K+ along with an annual discretionary bonus 22 days annual leave plus bank holidays (increasing by 1 day at years 3, 5, and 7). This changes to 25days after successful completion of probation. Hybrid working (1 day per week from home after 8 10 weeks of onboarding and training) Recommend-a-friend scheme (£1,000 after a successful referral passes probation) Quarterly team dinners, a summer team activity, and a Christmas party Enhanced parental leave (2 weeks at full pay for both maternity and paternity) with Life assurance at 2x base salary (following 3 months of service) Onsite parking Main Purpose of the Sales and Customer Success Representative Serving as a point of contact for customers with queries relating to products, orders and deliveries and provide support for sales team. The ideal candidate is goal-oriented and has a deep knowledge of customer service best practices. Ultimately, you should be able to contribute to high quality customer service and achieve challenging sales targets. Win sales orders while ensuring that the maximum values are obtained for the company as part of the quoting and sales process Support the achievements and growth of sales goals and objectives Ensure that goods are correctly entered on sales orders and on time as quoted to customers and submit regular reports of non-conformity to the Quality Team Ensure that a high level of customer service is given to all customers A high-pressure job; which requires extreme focus, dedication and stamina, you are expected to work out of office hours when required Any other duties assigned by the management; where appropriate Duties & Responsibilities of the Sales and Customer Success Representative Selling multiple product lines to customers Sales orders entering and managing orders Quotations - creating and sending quotes to customers Communicate important feedback from customers internally To aid the company to meet sales targets and report any deviations Stay up-to-date with new products and features Maintain and update sales and customer records Purchasing as and when required to create and send new orders to our suppliers To Be Considered for the Sales and Customer Success Representative Proven work experience as a Sales support or Sales administrator with the ability to sell Experience in the aerospace industry is an advantage. Other industries such as Automotive, Pharmaceuticals can be considered Strong mathematical, analytical and problem solving skills Understanding of sales performance metrics Excellent organizational and multitasking skills with attention to detail with good communication skills, both verbal and written Project and time management skills and ability to work under strict deadlines Bachelor s degree in aerospace industry or a related discipline, will accept applicants who do not have degrees but have a few years of experience with sales Certification in sales, marketing or relevant field is a plus For more details, please contact Willis Global a leading Recruitment Consultancy for the Aviation & Aerospace sector.
Jan 09, 2026
Full time
Our client is a world-class aerospace material supplier, providing a comprehensive range of products tailored for the Aviation Maintenance, Repair, and Overhaul (MRO) sector. With rapid growth driven by recent investment, they are expanding their team and are looking for a Sales and Customer Success Representative to be based at offices near St Albans, Hertfordshire On Offer: 37.5 Hours a week with flexible start and finish times between 6am and 7pm Monday - Friday Offering a salary up to £40K dependant on skills and experience with an OTE of £45K+ along with an annual discretionary bonus 22 days annual leave plus bank holidays (increasing by 1 day at years 3, 5, and 7). This changes to 25days after successful completion of probation. Hybrid working (1 day per week from home after 8 10 weeks of onboarding and training) Recommend-a-friend scheme (£1,000 after a successful referral passes probation) Quarterly team dinners, a summer team activity, and a Christmas party Enhanced parental leave (2 weeks at full pay for both maternity and paternity) with Life assurance at 2x base salary (following 3 months of service) Onsite parking Main Purpose of the Sales and Customer Success Representative Serving as a point of contact for customers with queries relating to products, orders and deliveries and provide support for sales team. The ideal candidate is goal-oriented and has a deep knowledge of customer service best practices. Ultimately, you should be able to contribute to high quality customer service and achieve challenging sales targets. Win sales orders while ensuring that the maximum values are obtained for the company as part of the quoting and sales process Support the achievements and growth of sales goals and objectives Ensure that goods are correctly entered on sales orders and on time as quoted to customers and submit regular reports of non-conformity to the Quality Team Ensure that a high level of customer service is given to all customers A high-pressure job; which requires extreme focus, dedication and stamina, you are expected to work out of office hours when required Any other duties assigned by the management; where appropriate Duties & Responsibilities of the Sales and Customer Success Representative Selling multiple product lines to customers Sales orders entering and managing orders Quotations - creating and sending quotes to customers Communicate important feedback from customers internally To aid the company to meet sales targets and report any deviations Stay up-to-date with new products and features Maintain and update sales and customer records Purchasing as and when required to create and send new orders to our suppliers To Be Considered for the Sales and Customer Success Representative Proven work experience as a Sales support or Sales administrator with the ability to sell Experience in the aerospace industry is an advantage. Other industries such as Automotive, Pharmaceuticals can be considered Strong mathematical, analytical and problem solving skills Understanding of sales performance metrics Excellent organizational and multitasking skills with attention to detail with good communication skills, both verbal and written Project and time management skills and ability to work under strict deadlines Bachelor s degree in aerospace industry or a related discipline, will accept applicants who do not have degrees but have a few years of experience with sales Certification in sales, marketing or relevant field is a plus For more details, please contact Willis Global a leading Recruitment Consultancy for the Aviation & Aerospace sector.
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategoryCustomer SuccessJob Details About Salesforce Salesforce is the AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.The Customer Success team within Signature Success is looking for a driven and customer-focused Customer Success Manager (CSM) to serve as a primary contact point for Salesforce's largest and highest-profile customers. You will have responsibility for partnering with a small number of assigned accounts, maintaining a continual focus on the customer's business goals to improve their overall technical and operational health and realize the maximum value out of their Salesforce investment. The Customer Success Manager maintains awareness of the customer's key events, needs, potential risks, and value drivers. As a trusted advisor, the CSM will build a track record in customer success through superb communication with partners and extensive knowledge of the Salesforce platform to translate their business needs to solutions. You will forge relationships with your customers and account teams, develop a deep technical understanding of their Salesforce implementation, share standard methodologies, and adoption of proactive services. These activities will enable you to proactively set the customer up for success through optimization of the platform, with special care during critically important peak events. As a CSM, you will occasionally act as a point of contact for any major incidents, owning the customer's expectations and communications through the resolution of such incidents. The CSM acts as the technical main interface on behalf of our customers and works closely across both internal and external collaborators, including partners and ISVs, as required to address the customer needs. The ideal CSM has an extraordinary focus on the success of the customer, is an exceptional communicator, exhibits professionalism, is dedicated to meeting and exceeding expectations, enjoys forming relationships, has excellent collaboration skills, and has the ability to learn new technologies quickly. Your Impact Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature. Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer Acting as an advisor to your customers for the adoption of new features of Salesforce's annual release schedules and identifying potential challenges and risks to your customer's implementation Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success. Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues. Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement. Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities. The CSM may be required to occasionally be available for some after-hour or weekend coverage depending on the customer's need. Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs. Minimum Skills: Experienced professional with 8+ years of relevant industry expertise in Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture. Exceptional English communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level. Skills for analyzing technical concepts, translating them into business terms, and mapping business requirements into technical features. Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. Knowledge of software development process and design methodologies. Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects. Preferred Requirements: +2 years in the Salesforce Ecosystem. Salesforce product certifications are a plus ( Administrator , Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant ). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Degree or equivalent experience required. Experience will be evaluated based on the strengths you'll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.) Please note: This position requires the flexibility to travel to the London office 3 days a week. Unleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits,
Jan 09, 2026
Full time
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategoryCustomer SuccessJob Details About Salesforce Salesforce is the AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.The Customer Success team within Signature Success is looking for a driven and customer-focused Customer Success Manager (CSM) to serve as a primary contact point for Salesforce's largest and highest-profile customers. You will have responsibility for partnering with a small number of assigned accounts, maintaining a continual focus on the customer's business goals to improve their overall technical and operational health and realize the maximum value out of their Salesforce investment. The Customer Success Manager maintains awareness of the customer's key events, needs, potential risks, and value drivers. As a trusted advisor, the CSM will build a track record in customer success through superb communication with partners and extensive knowledge of the Salesforce platform to translate their business needs to solutions. You will forge relationships with your customers and account teams, develop a deep technical understanding of their Salesforce implementation, share standard methodologies, and adoption of proactive services. These activities will enable you to proactively set the customer up for success through optimization of the platform, with special care during critically important peak events. As a CSM, you will occasionally act as a point of contact for any major incidents, owning the customer's expectations and communications through the resolution of such incidents. The CSM acts as the technical main interface on behalf of our customers and works closely across both internal and external collaborators, including partners and ISVs, as required to address the customer needs. The ideal CSM has an extraordinary focus on the success of the customer, is an exceptional communicator, exhibits professionalism, is dedicated to meeting and exceeding expectations, enjoys forming relationships, has excellent collaboration skills, and has the ability to learn new technologies quickly. Your Impact Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature. Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer Acting as an advisor to your customers for the adoption of new features of Salesforce's annual release schedules and identifying potential challenges and risks to your customer's implementation Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success. Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues. Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement. Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities. The CSM may be required to occasionally be available for some after-hour or weekend coverage depending on the customer's need. Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs. Minimum Skills: Experienced professional with 8+ years of relevant industry expertise in Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture. Exceptional English communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level. Skills for analyzing technical concepts, translating them into business terms, and mapping business requirements into technical features. Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. Knowledge of software development process and design methodologies. Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects. Preferred Requirements: +2 years in the Salesforce Ecosystem. Salesforce product certifications are a plus ( Administrator , Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant ). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Degree or equivalent experience required. Experience will be evaluated based on the strengths you'll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.) Please note: This position requires the flexibility to travel to the London office 3 days a week. Unleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits,
Trust Administrator / Senior Administrator Department: Trust Employment Type: Permanent Location: Guernsey Reporting To: Assistant Trust Manager Description Who we are: Saffery Trust is a director led firm of individually expert, collectively exceptional people. We help clients optimise their personal and business wealth and create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long term. Established in Guernsey in 1977, we are one of the largest independent private client firms on the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: a competitive salary flexible working and dress for your day policies full financial support and study leave for professional development top level health insurance for our people annual performance based bonuses e bikes free for staff use and opportunities to take part in green initiatives regular sports and social events as well as opportunities to support local charities The role We're looking for an enthusiastic Trust Administrator / Senior Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence. This role is a permanent contract, working within a trust and corporate services team to support high net worth individuals and their families. The responsibilities You'll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: Administrator Assisting with the set up and maintenance of client information in the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting with the opening and closing of entity bank accounts and reviewing incoming funds into client bank accounts, working towards becoming competent in liaising with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions. Preparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backs. Preparing routine investment review minutes. Developing an understanding of the firm's policies and procedures and how they impact day to day work. Developing an awareness of tax and taking note of warning messages while gaining knowledge on the formation of legal entities and trusts. Updating the time keeping system in line with expectations and striving to meet utilisation targets. Senior Administrator Setting up and maintaining the client information database and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting team members with the opening and closing of entity bank accounts and reviewing incoming funds to client bank accounts, noting any inconsistencies; liaising with bankers over remittance of money, deposit accounts and investment transactions and settlement instructions. Liaising with intermediaries as directed by senior team members, including proactively making phone calls, attending intermediary meetings, preparing meeting notes where appropriate, and discussing technical matters with senior team members to gain understanding. Preparing routine investment review minutes and liaising with investment advisors and brokers, as required. Working towards competency in the formation of legal entities and trusts and developing knowledge of registry requirements in common jurisdictions. Acting in line with the firm's policies and procedures and demonstrating a good understanding of how they impact day to day work. Gaining and developing an awareness of tax, taking note of warning messages. Completing the time keeping system and meeting utilisation targets. You Administrator Successful attainment of a minimum of 5 GCSEs (or equivalent) at grade 4 (or C) and above, including English and Maths. Effective and confident communication skills and the ability to converse with a range of people. Ability to organise work schedule over the short term, with support if needed. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service. Senior Administrator A sound understanding of tasks covering a range of activities using multiple methods, techniques and processes. May have attained or be working towards STEP or CGI, or equivalent, along with meeting your CPD requirements. Effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation. Ability to identify and resolve non complex issues, with support and direction. Ability to prioritise and complete tasks to achieve deadlines, with support and direction. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service.
Jan 09, 2026
Full time
Trust Administrator / Senior Administrator Department: Trust Employment Type: Permanent Location: Guernsey Reporting To: Assistant Trust Manager Description Who we are: Saffery Trust is a director led firm of individually expert, collectively exceptional people. We help clients optimise their personal and business wealth and create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long term. Established in Guernsey in 1977, we are one of the largest independent private client firms on the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: a competitive salary flexible working and dress for your day policies full financial support and study leave for professional development top level health insurance for our people annual performance based bonuses e bikes free for staff use and opportunities to take part in green initiatives regular sports and social events as well as opportunities to support local charities The role We're looking for an enthusiastic Trust Administrator / Senior Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence. This role is a permanent contract, working within a trust and corporate services team to support high net worth individuals and their families. The responsibilities You'll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: Administrator Assisting with the set up and maintenance of client information in the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting with the opening and closing of entity bank accounts and reviewing incoming funds into client bank accounts, working towards becoming competent in liaising with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions. Preparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backs. Preparing routine investment review minutes. Developing an understanding of the firm's policies and procedures and how they impact day to day work. Developing an awareness of tax and taking note of warning messages while gaining knowledge on the formation of legal entities and trusts. Updating the time keeping system in line with expectations and striving to meet utilisation targets. Senior Administrator Setting up and maintaining the client information database and statutory records including minutes of directors and shareholders meetings, and trustee resolutions. Completing the day to day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements. Assisting team members with the opening and closing of entity bank accounts and reviewing incoming funds to client bank accounts, noting any inconsistencies; liaising with bankers over remittance of money, deposit accounts and investment transactions and settlement instructions. Liaising with intermediaries as directed by senior team members, including proactively making phone calls, attending intermediary meetings, preparing meeting notes where appropriate, and discussing technical matters with senior team members to gain understanding. Preparing routine investment review minutes and liaising with investment advisors and brokers, as required. Working towards competency in the formation of legal entities and trusts and developing knowledge of registry requirements in common jurisdictions. Acting in line with the firm's policies and procedures and demonstrating a good understanding of how they impact day to day work. Gaining and developing an awareness of tax, taking note of warning messages. Completing the time keeping system and meeting utilisation targets. You Administrator Successful attainment of a minimum of 5 GCSEs (or equivalent) at grade 4 (or C) and above, including English and Maths. Effective and confident communication skills and the ability to converse with a range of people. Ability to organise work schedule over the short term, with support if needed. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service. Senior Administrator A sound understanding of tasks covering a range of activities using multiple methods, techniques and processes. May have attained or be working towards STEP or CGI, or equivalent, along with meeting your CPD requirements. Effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation. Ability to identify and resolve non complex issues, with support and direction. Ability to prioritise and complete tasks to achieve deadlines, with support and direction. Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service.
Fantastic opportunity to join an award-winning firm where you will work closely with Client Directors to manage and maintain a variety of entities through the entire life cycle, ensuring the highest standards of service. The role will involve extensive client interaction, and you will also be involved in effective fiduciary decision making. Applicants will need at least 5-10 years experience serving HNW international families, with proven ability in managing complex fiduciary structures. You ll need in depth understanding of local trust and company legislation and regulatory requirements, along with knowledge of investments, property and other asset classes. Strong communication skills are essential, combined with IT literacy, an organised, detail-focussed approach, and the ambition to succeed in dynamic environment. We have new opportunities every day, sometimes every hour! We aim to get them live ASAP, but this isn t always possible during busy times, why not email your CV to our amazing talent team at , or sign up to our job alerts, to make sure you never miss out.
Jan 09, 2026
Full time
Fantastic opportunity to join an award-winning firm where you will work closely with Client Directors to manage and maintain a variety of entities through the entire life cycle, ensuring the highest standards of service. The role will involve extensive client interaction, and you will also be involved in effective fiduciary decision making. Applicants will need at least 5-10 years experience serving HNW international families, with proven ability in managing complex fiduciary structures. You ll need in depth understanding of local trust and company legislation and regulatory requirements, along with knowledge of investments, property and other asset classes. Strong communication skills are essential, combined with IT literacy, an organised, detail-focussed approach, and the ambition to succeed in dynamic environment. We have new opportunities every day, sometimes every hour! We aim to get them live ASAP, but this isn t always possible during busy times, why not email your CV to our amazing talent team at , or sign up to our job alerts, to make sure you never miss out.
