Ref: 23314 The Skills You'll Need: Relevant qualification in Accounting, Taxation, or Finance (e.g., ATT, CTA, ACCA, ACA or equivalent preferred), proven experience in UK tax compliance, strong knowledge of VAT, Corporation Tax, PAYE, EORI and UK GAAP within automotive or motor sector. Your New Salary: Up to 60k depending on the experience Office based Perm Reports to: Senior Finance Manager Start: ASAP Location: Central London Role Overview: The Tax Officer will be responsible for overseeing all tax-related matters within the company, ensuring full compliance with UK tax regulations. The successful candidate will manage corporate and payroll taxes, VAT submissions, import/export duties, and maintain direct communication with HMRC. Tax Officer - What You'll be Doing: Key Responsibilities Tax Compliance & HMRC Liaison Act as the primary point of contact with HMRC for all tax-related matters Ensure full compliance with UK tax legislation and reporting requirements Respond to HMRC enquiries, investigations, and correspondence Maintain accurate tax records and documentation Corporate & Business Taxes Prepare and submit Corporation Tax returns Manage business rates and other applicable company taxes Monitor tax deadlines and ensure timely submissions and payments VAT Management Prepare and submit VAT returns (including Margin Scheme if applicable to vehicle sales) Ensure correct VAT treatment of vehicle sales, imports, exports, and intra-EU transactions Conduct VAT reconciliations and resolve discrepancies Import/Export & Customs Duties Oversee customs declarations and import/export tax compliance Ensure correct calculation and payment of customs duties Liaise with freight agents and customs brokers when necessary Payroll & Employment Taxes Oversee PAYE, National Insurance Contributions (NIC), and other payroll-related taxes Review and verify payroll calculations to ensure accuracy and compliance Ensure RTI (Real Time Information) submissions are completed accurately and on time Financial Control & Reporting Work closely with the Finance team to ensure accurate tax reporting Support audits and provide tax documentation as required Identify tax planning opportunities and advise management on tax efficiency Work closely with the Finance team to ensure accurate ME/YE closings Tax Officer - The Skills You'll Need to Succeed: Qualifications & Experience Relevant qualification in Accounting, Taxation, or Finance (e.g., ATT, CTA, ACCA, ACA or equivalent preferred) At least 5 years proven experience in UK tax compliance Strong knowledge of VAT, Corporation Tax, PAYE, EORI and UK GAAP Experience in the automotive industry is desirable Familiarity with HMRC systems and online filing platforms Skills Strong analytical and problem-solving skills Excellent attention to detail Strong communication skills and ability to liaise with HMRC and external advisors Ability to work independently and manage multiple deadlines Proficiency in accounting software and Microsoft Excel Please view all our Team China jobs at people-first-recruitment Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Mar 19, 2026
Full time
Ref: 23314 The Skills You'll Need: Relevant qualification in Accounting, Taxation, or Finance (e.g., ATT, CTA, ACCA, ACA or equivalent preferred), proven experience in UK tax compliance, strong knowledge of VAT, Corporation Tax, PAYE, EORI and UK GAAP within automotive or motor sector. Your New Salary: Up to 60k depending on the experience Office based Perm Reports to: Senior Finance Manager Start: ASAP Location: Central London Role Overview: The Tax Officer will be responsible for overseeing all tax-related matters within the company, ensuring full compliance with UK tax regulations. The successful candidate will manage corporate and payroll taxes, VAT submissions, import/export duties, and maintain direct communication with HMRC. Tax Officer - What You'll be Doing: Key Responsibilities Tax Compliance & HMRC Liaison Act as the primary point of contact with HMRC for all tax-related matters Ensure full compliance with UK tax legislation and reporting requirements Respond to HMRC enquiries, investigations, and correspondence Maintain accurate tax records and documentation Corporate & Business Taxes Prepare and submit Corporation Tax returns Manage business rates and other applicable company taxes Monitor tax deadlines and ensure timely submissions and payments VAT Management Prepare and submit VAT returns (including Margin Scheme if applicable to vehicle sales) Ensure correct VAT treatment of vehicle sales, imports, exports, and intra-EU transactions Conduct VAT reconciliations and resolve discrepancies Import/Export & Customs Duties Oversee customs declarations and import/export tax compliance Ensure correct calculation and payment of customs duties Liaise with freight agents and customs brokers when necessary Payroll & Employment Taxes Oversee PAYE, National Insurance Contributions (NIC), and other payroll-related taxes Review and verify payroll calculations to ensure accuracy and compliance Ensure RTI (Real Time Information) submissions are completed accurately and on time Financial Control & Reporting Work closely with the Finance team to ensure accurate tax reporting Support audits and provide tax documentation as required Identify tax planning opportunities and advise management on tax efficiency Work closely with the Finance team to ensure accurate ME/YE closings Tax Officer - The Skills You'll Need to Succeed: Qualifications & Experience Relevant qualification in Accounting, Taxation, or Finance (e.g., ATT, CTA, ACCA, ACA or equivalent preferred) At least 5 years proven experience in UK tax compliance Strong knowledge of VAT, Corporation Tax, PAYE, EORI and UK GAAP Experience in the automotive industry is desirable Familiarity with HMRC systems and online filing platforms Skills Strong analytical and problem-solving skills Excellent attention to detail Strong communication skills and ability to liaise with HMRC and external advisors Ability to work independently and manage multiple deadlines Proficiency in accounting software and Microsoft Excel Please view all our Team China jobs at people-first-recruitment Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Are you ready to take the next step in your career as a Commercial Account Handler? Our client, a well-respected insurance broker with a national presence, is looking for a detail-focused and client-oriented professional to join their friendly, dynamic team. With nearly 50 years of experience, they combine the energy of a modern brokerage with the reliability of a long-established group. The role offers a salary of £35,000-£40,000 per year, depending on experience. You'll receive 25 days' holiday plus bank holidays and full support towards professional qualifications. This is a great opportunity to manage a varied portfolio and gain exposure to a wide range of commercial and high-net-worth risks. Our client is part of a larger group, which brings strength and market presence while keeping a lively, collaborative, and forward-thinking culture. They are based in Cheshire and have a long-standing reputation within the insurance brokerage sector. As a Commercial Account Handler, you will: Manage a mixed portfolio of Commercial SME and high-net-worth personal lines clients Handle new business and renewals, delivering exceptional service at every stage Work across general commercial, commercial combined, professional indemnity, property & liability, and HNW personal lines risks Provide tailored insurance solutions for clients with varying premiums Use Acturis confidently to manage accounts and maintain accurate records Build strong, long-term client relationships, offering professional advice and guidance Support business development and growth within your portfolio Package and Benefits The Commercial Account Handler role includes: Annual salary of £35,000-£40,000+, negotiable for the right candidate 25 days' holiday plus bank holidays Annual bonus - circa £3k Full support for professional qualifications A supportive, professional working environment with genuine growth opportunities About You The ideal Commercial Account Handler will have: Experience in commercial insurance broking and/or personal lines HNW Competency in Acturis A confident, professional approach with clients and insurers Strong organisational skills and a willingness to learn and develop If you're currently in roles such as Commercial Insurance Advisor, Commercial Account Handler, Personal Lines Account Handler, or Account Executive, this role offers the chance to broaden your technical expertise while managing a diverse and engaging portfolio. This is a fantastic opportunity for an Account Handler ready to progress their career within a reputable, forward-thinking brokerage. If you're looking to make a real impact and work with a varied client base, we'd love to hear from you. AW_FIN
Mar 19, 2026
Full time
Are you ready to take the next step in your career as a Commercial Account Handler? Our client, a well-respected insurance broker with a national presence, is looking for a detail-focused and client-oriented professional to join their friendly, dynamic team. With nearly 50 years of experience, they combine the energy of a modern brokerage with the reliability of a long-established group. The role offers a salary of £35,000-£40,000 per year, depending on experience. You'll receive 25 days' holiday plus bank holidays and full support towards professional qualifications. This is a great opportunity to manage a varied portfolio and gain exposure to a wide range of commercial and high-net-worth risks. Our client is part of a larger group, which brings strength and market presence while keeping a lively, collaborative, and forward-thinking culture. They are based in Cheshire and have a long-standing reputation within the insurance brokerage sector. As a Commercial Account Handler, you will: Manage a mixed portfolio of Commercial SME and high-net-worth personal lines clients Handle new business and renewals, delivering exceptional service at every stage Work across general commercial, commercial combined, professional indemnity, property & liability, and HNW personal lines risks Provide tailored insurance solutions for clients with varying premiums Use Acturis confidently to manage accounts and maintain accurate records Build strong, long-term client relationships, offering professional advice and guidance Support business development and growth within your portfolio Package and Benefits The Commercial Account Handler role includes: Annual salary of £35,000-£40,000+, negotiable for the right candidate 25 days' holiday plus bank holidays Annual bonus - circa £3k Full support for professional qualifications A supportive, professional working environment with genuine growth opportunities About You The ideal Commercial Account Handler will have: Experience in commercial insurance broking and/or personal lines HNW Competency in Acturis A confident, professional approach with clients and insurers Strong organisational skills and a willingness to learn and develop If you're currently in roles such as Commercial Insurance Advisor, Commercial Account Handler, Personal Lines Account Handler, or Account Executive, this role offers the chance to broaden your technical expertise while managing a diverse and engaging portfolio. This is a fantastic opportunity for an Account Handler ready to progress their career within a reputable, forward-thinking brokerage. If you're looking to make a real impact and work with a varied client base, we'd love to hear from you. AW_FIN
Your new company An excellent job opportunity has arisen for a Financial Adviser within a well-established and progressive financial advisory company. The company has continued to grow year-on-year in the last 5 years through a combination of promoting from within and acquiring IFA firms with established client banks. Flexible working culture. Your new role Employed role servicing and developing an existing client bank providing advice both online and face-to-face across the full range of financial planning. You will be provided with a broad range of clients to work with to continue building upon existing relationships. Paraplanning and administration support provided. Flexibility to manage your own diary. What you'll need to succeed Essential to be minimum Level 4 Diploma qualified, have proven experience as an adviser, strong client relationship skills, the ability to build trust and retain clients. What you'll get in return Employed package offering a highly competitive basic salary, a generous bonus scheme (no validation), plus a good benefits package which includes company pension contribution, health insurance, and up to 30 days holiday. Advisers also have the opportunity to further increase basic salary linked to AUM. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Mar 19, 2026
Full time
Your new company An excellent job opportunity has arisen for a Financial Adviser within a well-established and progressive financial advisory company. The company has continued to grow year-on-year in the last 5 years through a combination of promoting from within and acquiring IFA firms with established client banks. Flexible working culture. Your new role Employed role servicing and developing an existing client bank providing advice both online and face-to-face across the full range of financial planning. You will be provided with a broad range of clients to work with to continue building upon existing relationships. Paraplanning and administration support provided. Flexibility to manage your own diary. What you'll need to succeed Essential to be minimum Level 4 Diploma qualified, have proven experience as an adviser, strong client relationship skills, the ability to build trust and retain clients. What you'll get in return Employed package offering a highly competitive basic salary, a generous bonus scheme (no validation), plus a good benefits package which includes company pension contribution, health insurance, and up to 30 days holiday. Advisers also have the opportunity to further increase basic salary linked to AUM. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Sovereign Network Group (SNG) is a top Housing Group, focused on giving good, cheaper homes and services in lasting, strong communities. We follow our values and have a clear social aim, putting our customers first in all we do. We have a great chance for a Legal Adviser to join our In-House Legal team. You'll report to one of our Legal Counsels (Development & Sales) and Senior Legal Counsel (Development & Sales) working in the Development & Sales Legal Focus Area to handle property sales - mainly general home sales but maybe new build sales too - for SNG with support from one of our Legal Counsels (Development & Sales). This team deals with selling existing homes, Shared Ownership and Open Market new build homes. Based in Basingstoke , you'll work both from home and the office. You'll need to travel to our other offices and sometimes visit sites, so you should be happy to travel and have a way to get around. The role Your role will be key in making sure our customers have a smooth experience when buying property from SNG. With full training provided, we'll give you the skills and knowledge you'll need to manage your own set of property sales. The role focuses on selling homes and other property types. Your main duties will include: Writing and sending documents like contracts, leases, transfers and shared ownership leases. Answering questions from buyers' lawyers and estate agents to move sales forward. Getting updates on sales and sharing these with our Sales teams. Checking mortgages to ensure they meet Sovereign Network Group's rules. Reviewing plans to make sure they follow Land Registry guidelines. Checking files to see if they're ready for exchange and advising what to do next. Helping senior team members with tasks and supporting the wider Legal team when needed. Office tasks related to property sales and general team work, projects and admin. What we're looking for Our ideal person will have experience handling property sales and a property law qualification would be good but isn't essential. You might have a law degree, Graduate Diploma in Law, be studying for SQE or working toward a CILEX or similar qualification. You'll also need: Experience working in a law firm, in-house legal department, housing group or local council and managing your own legal work. A history of handling property sales on your own and understanding the key steps in a property sale. Experience in legal matters relating to home sales. Good planning skills with the ability to organise and rank your work well. Some business sense and good thinking and problem-solving skills. Strong speaking and writing skills. Good eye for detail with the ability to work flexibly to deliver our service. Ability to build good working relationships in the Legal team, with internal clients and other partners. Ability to make good decisions and be discreet. Good academic background and IT skills. Experience using a case management system to enter and check data. Experience in an office-based role. Equality and Diversity is key to creating an inclusive culture at Sovereign Network Group and we value the importance of varied thinking, especially in our leadership roles. We welcome people with a growth mindset who share these values and want to join an organisation that's leading change. What you'll receive from us Along with a very competitive salary, we have some great benefits at SNG, including: 25 Days Holiday + Bank Holidays (with an extra day every year up to 30 days) Option to buy or sell holiday as part of our flexible benefits package 3 extra paid Wellbeing days and 2 paid volunteering days Good matched pension scheme up to 12% and Life cover at 4x salary Enhanced maternity/adoption pay Enhanced paternity pay - 6 weeks full pay (after 26 weeks' service) Options for private medical insurance, dental insurance and critical illness cover Wellbeing discounts, including Gym Memberships and access to a 24/7 virtual GP service It's an exciting time to join SNG as we continue our change journey and work towards meeting the goals in our ambitious plans. If you're looking for a new opportunity, then we'd love to hear from you!
Mar 19, 2026
Full time
Sovereign Network Group (SNG) is a top Housing Group, focused on giving good, cheaper homes and services in lasting, strong communities. We follow our values and have a clear social aim, putting our customers first in all we do. We have a great chance for a Legal Adviser to join our In-House Legal team. You'll report to one of our Legal Counsels (Development & Sales) and Senior Legal Counsel (Development & Sales) working in the Development & Sales Legal Focus Area to handle property sales - mainly general home sales but maybe new build sales too - for SNG with support from one of our Legal Counsels (Development & Sales). This team deals with selling existing homes, Shared Ownership and Open Market new build homes. Based in Basingstoke , you'll work both from home and the office. You'll need to travel to our other offices and sometimes visit sites, so you should be happy to travel and have a way to get around. The role Your role will be key in making sure our customers have a smooth experience when buying property from SNG. With full training provided, we'll give you the skills and knowledge you'll need to manage your own set of property sales. The role focuses on selling homes and other property types. Your main duties will include: Writing and sending documents like contracts, leases, transfers and shared ownership leases. Answering questions from buyers' lawyers and estate agents to move sales forward. Getting updates on sales and sharing these with our Sales teams. Checking mortgages to ensure they meet Sovereign Network Group's rules. Reviewing plans to make sure they follow Land Registry guidelines. Checking files to see if they're ready for exchange and advising what to do next. Helping senior team members with tasks and supporting the wider Legal team when needed. Office tasks related to property sales and general team work, projects and admin. What we're looking for Our ideal person will have experience handling property sales and a property law qualification would be good but isn't essential. You might have a law degree, Graduate Diploma in Law, be studying for SQE or working toward a CILEX or similar qualification. You'll also need: Experience working in a law firm, in-house legal department, housing group or local council and managing your own legal work. A history of handling property sales on your own and understanding the key steps in a property sale. Experience in legal matters relating to home sales. Good planning skills with the ability to organise and rank your work well. Some business sense and good thinking and problem-solving skills. Strong speaking and writing skills. Good eye for detail with the ability to work flexibly to deliver our service. Ability to build good working relationships in the Legal team, with internal clients and other partners. Ability to make good decisions and be discreet. Good academic background and IT skills. Experience using a case management system to enter and check data. Experience in an office-based role. Equality and Diversity is key to creating an inclusive culture at Sovereign Network Group and we value the importance of varied thinking, especially in our leadership roles. We welcome people with a growth mindset who share these values and want to join an organisation that's leading change. What you'll receive from us Along with a very competitive salary, we have some great benefits at SNG, including: 25 Days Holiday + Bank Holidays (with an extra day every year up to 30 days) Option to buy or sell holiday as part of our flexible benefits package 3 extra paid Wellbeing days and 2 paid volunteering days Good matched pension scheme up to 12% and Life cover at 4x salary Enhanced maternity/adoption pay Enhanced paternity pay - 6 weeks full pay (after 26 weeks' service) Options for private medical insurance, dental insurance and critical illness cover Wellbeing discounts, including Gym Memberships and access to a 24/7 virtual GP service It's an exciting time to join SNG as we continue our change journey and work towards meeting the goals in our ambitious plans. If you're looking for a new opportunity, then we'd love to hear from you!
Senior Manager - Corporate Tax (Hybrid) Option to work in any of their Central London, Buckinghamshire or Oxfordshire offices. Salary - Up to £95,000 plus a comprehensive benefits package. ACA, CTA or ACCA qualified. Are you a Senior Corporate Tax Manager looking for a new challenge or, a Corporate Tax Manager ready for the next stage of your career? If so, then this exciting opportunity is not to be missed. We are working exclusively with a growing and ambitious firm of independent Chartered Accountants who are looking for an experienced corporate tax professional to step into this newly created role. The firm offers meaningful career progression, genuine flexibility around working patterns and location, and the chance to play a key role in shaping the future of our tax advisory services. The role The Corporate Tax - Senior Manager will help grow and deliver high-quality advisory work within our expanding corporate tax team. You will be based in either our Central London, Buckinghamshire and Oxfordshire offices, with some work likely across all three offices. You will engage directly with a wide range of clients, from fast-growth businesses to established international groups. The role is primarily advisory and project-focused, with direct client contact and significant exposure to complex and interesting work. Key responsibilities and skills Advisory & Project Work You will lead and deliver a broad range of corporate tax advisory projects, including: • Corporate reconstructions, demergers and group reorganisations • EMI share schemes and wider employee incentive planning • EIS and SEIS structuring and applications • Transaction tax support, including due diligence and SPA review • Shareholder tax advice on exit/sale • International tax matters and cross-border structuring Compliance + Advisory Assignments You may also oversee assignments such as: • Corporate Interest Restriction • R&D claims • Capital allowances planning Client Relationship Management • Build and maintain strong, long-term client relationships • Deliver clear, commercial tax advice • Identify additional opportunities to support clients Business Development & Network Engagement • Support partners/directors in client meetings and BD activities • Attend Praxity conferences to develop international relationships and support cross-border projects • Contribute to the marketing of the tax service line, including events and seminars Team Leadership • Supervise, coach, and develop team members • Mentor junior professionals and support their technical development • Review complex corporation tax returns (as required, though not the core focus) The candidate We are looking for a confident, proactive tax adviser who thrives in a collaborative environment and enjoys a variety of advisory work. You should be comfortable working autonomously, interacting directly with clients, and taking ownership of projects. Experience in every area listed above is not essential, we welcome strong corporate tax advisers who are eager to expand their skill set. You may be based in our Central London office, Buckinghamshire office, Oxfordshire office or, across all locations. Our benefits • Competitive salary and benefits package • 28 days plus bank holidays (or pro rata equivalent) • Purchase up to 5 additional days holiday (or pro rata equivalent) • Hybrid working (2 days WFH) and flexibility around working patterns • Private Health Insurance • Private Medical Insurance • Extra one day holiday awarded after 5 years, 8 years and 10 years • Employee assistance programme (EAP) for counselling services, legal and medical support • Death in Service 4x base salary (after probation) • Medicash Health Plan • Enhanced maternity/paternity/adoption leave • Auto Enrolment Pension Scheme • Paid car parking - All employees are entitled to claim car parking expenses for parking charges. Wellbeing and lifestyle benefits • Employee Referral Scheme • One Volunteer Day annually • Flu voucher / Eye Care voucher • Personal financial advice annually from external financial advisor • Monthly in-house massage sessions
Mar 19, 2026
Full time
Senior Manager - Corporate Tax (Hybrid) Option to work in any of their Central London, Buckinghamshire or Oxfordshire offices. Salary - Up to £95,000 plus a comprehensive benefits package. ACA, CTA or ACCA qualified. Are you a Senior Corporate Tax Manager looking for a new challenge or, a Corporate Tax Manager ready for the next stage of your career? If so, then this exciting opportunity is not to be missed. We are working exclusively with a growing and ambitious firm of independent Chartered Accountants who are looking for an experienced corporate tax professional to step into this newly created role. The firm offers meaningful career progression, genuine flexibility around working patterns and location, and the chance to play a key role in shaping the future of our tax advisory services. The role The Corporate Tax - Senior Manager will help grow and deliver high-quality advisory work within our expanding corporate tax team. You will be based in either our Central London, Buckinghamshire and Oxfordshire offices, with some work likely across all three offices. You will engage directly with a wide range of clients, from fast-growth businesses to established international groups. The role is primarily advisory and project-focused, with direct client contact and significant exposure to complex and interesting work. Key responsibilities and skills Advisory & Project Work You will lead and deliver a broad range of corporate tax advisory projects, including: • Corporate reconstructions, demergers and group reorganisations • EMI share schemes and wider employee incentive planning • EIS and SEIS structuring and applications • Transaction tax support, including due diligence and SPA review • Shareholder tax advice on exit/sale • International tax matters and cross-border structuring Compliance + Advisory Assignments You may also oversee assignments such as: • Corporate Interest Restriction • R&D claims • Capital allowances planning Client Relationship Management • Build and maintain strong, long-term client relationships • Deliver clear, commercial tax advice • Identify additional opportunities to support clients Business Development & Network Engagement • Support partners/directors in client meetings and BD activities • Attend Praxity conferences to develop international relationships and support cross-border projects • Contribute to the marketing of the tax service line, including events and seminars Team Leadership • Supervise, coach, and develop team members • Mentor junior professionals and support their technical development • Review complex corporation tax returns (as required, though not the core focus) The candidate We are looking for a confident, proactive tax adviser who thrives in a collaborative environment and enjoys a variety of advisory work. You should be comfortable working autonomously, interacting directly with clients, and taking ownership of projects. Experience in every area listed above is not essential, we welcome strong corporate tax advisers who are eager to expand their skill set. You may be based in our Central London office, Buckinghamshire office, Oxfordshire office or, across all locations. Our benefits • Competitive salary and benefits package • 28 days plus bank holidays (or pro rata equivalent) • Purchase up to 5 additional days holiday (or pro rata equivalent) • Hybrid working (2 days WFH) and flexibility around working patterns • Private Health Insurance • Private Medical Insurance • Extra one day holiday awarded after 5 years, 8 years and 10 years • Employee assistance programme (EAP) for counselling services, legal and medical support • Death in Service 4x base salary (after probation) • Medicash Health Plan • Enhanced maternity/paternity/adoption leave • Auto Enrolment Pension Scheme • Paid car parking - All employees are entitled to claim car parking expenses for parking charges. Wellbeing and lifestyle benefits • Employee Referral Scheme • One Volunteer Day annually • Flu voucher / Eye Care voucher • Personal financial advice annually from external financial advisor • Monthly in-house massage sessions
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. We are now looking for a senior individual to join the global Financial Services VAT team, with the role being based in London. Forvis Mazars' Financial Services VAT practice is trusted by clients ranging from some of the world's leading banks, insurers and asset managers to smaller niche players in the sector, to deliver a broad range of services. Within this practice, the Financial Services VAT team provides advisory, compliance and assurance and training services to clients across the world with business activities in the UK. Job Purpose To lead the development of the UK sector offering within Forvis Mazars Financial Services VAT team by developing relationships and building sector knowledge, working closely with the other UK partners and directors focussed on this sector as well as the wider international sector leadership team. We are now looking for the right person to help drive the business forward. The right person would: Demonstrate significant experience in the financial services, insurance and/or asset management sector and a strong existing network of sector clients and relationships. Have excellent client relationship building skills, combining commitment to first-rate client service with the curiosity to understand the client's business strategy and assets. Bring execution capacity, technical excellence, BD focus and strategy, helping to implement the existing business and to drive new business. Act as a key point of contact for other Forvis Mazars firms with Financial Services VAT opportunities and other UK service lines. Play a full role in our Financial Services VAT marketing strategy and be seen as a sector expert both within Forvis Mazars and externally. The role is a senior one which would involve high levels of collaboration with multiple other senior individuals across Forvis Mazars (both within the UK and internationally) and the right person would be able to use it as a platform to either push for partnership or develop a leadership role as a partner. Professional Responsibilities: Deliver high quality technical advice, working with a diverse range of financial sector and insurance clients. Business development and broader team management to deliver assignments. Shape and deliver the national sector strategy for Forvis Mazars Financial Services VAT offering. Develop market intelligence and sector knowledge to prepare for new client opportunities and pitches. Take the lead on proposal documents for new opportunities and help to convert these. Build an external network, developing a strong rapport with both existing and target clients and key market constituents. Lead the team in marketing activity as well as building own market profile. Build an internal network within Forvis Mazars (both in the UK and internationally), to maximise the value we bring to clients and opportunities for the firm as a whole. Work as part of an integrated financial services offering, working closely with colleagues across Tax, audit and other advisory teams. Promote Forvis Mazars Financial Services VAT sector knowledge both within the broader teams at Forvis Mazars and to other relevant parts of the firm. Manage delivery of client engagements by directing the team to achieve client objectives across various service offerings Taking the day to day lead role in running assignments, typically with a portfolio of assignments at any one time. People Development Help to develop our team technically by ensuring that they are properly informed on relevant sector dynamics and a commercial understanding; Acting as a mentor to junior team members: help individuals to achieve their potential through coaching, training and development. Reviewing the work of others and provide real time informal feedback. Help to ensure that our deliverables and other outputs are visually effective and clear; Build broader market relationships and knowledge that will help to ensure that our advice is up to date and informed by the latest technical developments and market insights; help to build the culture of the team so that junior team members also become used to doing this; Help to promote a general culture of learning and development across the team from one job to the next; Potential for line management responsibilities for staff in London. Key Requirements for the Role: The right person is likely to have a number of years of substantial experience of VAT advisory work in the Financial Services sector. Proven track record of building business and leading teams. Good understanding of the industry, key sector trends and the key players in the market. Excellent written and oral presentation skills. Demonstrable project management skills and ability to work toward demanding timetables. Track record of building enduring relationships with clients through repeat work. Ability to interpret and present issues, identify risks and opportunities through sound analysis and application of technical knowledge and commercial acumen. Be a highly pro-active, confident leader with a proven ability to build constructive professional relationships at all levels Detailed understanding of engagement and risk processes used in an accountancy firm context, and experience of applying these. Tax qualifications such as the CTA would be desirable but not essential. Fluency in English both written and verbal is mandatory and fluency in a second EU language is desirable Self-motivated, ambitious and hard working. Driven by a passion to provide excellent client service and to build a growing business, with a strong team ethic. Diversity, Equity, and Inclusion At Forvis Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. Forvis Mazars selects candidates based on skills, knowledge, qualifications, and experience.
Mar 19, 2026
Full time
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. We are now looking for a senior individual to join the global Financial Services VAT team, with the role being based in London. Forvis Mazars' Financial Services VAT practice is trusted by clients ranging from some of the world's leading banks, insurers and asset managers to smaller niche players in the sector, to deliver a broad range of services. Within this practice, the Financial Services VAT team provides advisory, compliance and assurance and training services to clients across the world with business activities in the UK. Job Purpose To lead the development of the UK sector offering within Forvis Mazars Financial Services VAT team by developing relationships and building sector knowledge, working closely with the other UK partners and directors focussed on this sector as well as the wider international sector leadership team. We are now looking for the right person to help drive the business forward. The right person would: Demonstrate significant experience in the financial services, insurance and/or asset management sector and a strong existing network of sector clients and relationships. Have excellent client relationship building skills, combining commitment to first-rate client service with the curiosity to understand the client's business strategy and assets. Bring execution capacity, technical excellence, BD focus and strategy, helping to implement the existing business and to drive new business. Act as a key point of contact for other Forvis Mazars firms with Financial Services VAT opportunities and other UK service lines. Play a full role in our Financial Services VAT marketing strategy and be seen as a sector expert both within Forvis Mazars and externally. The role is a senior one which would involve high levels of collaboration with multiple other senior individuals across Forvis Mazars (both within the UK and internationally) and the right person would be able to use it as a platform to either push for partnership or develop a leadership role as a partner. Professional Responsibilities: Deliver high quality technical advice, working with a diverse range of financial sector and insurance clients. Business development and broader team management to deliver assignments. Shape and deliver the national sector strategy for Forvis Mazars Financial Services VAT offering. Develop market intelligence and sector knowledge to prepare for new client opportunities and pitches. Take the lead on proposal documents for new opportunities and help to convert these. Build an external network, developing a strong rapport with both existing and target clients and key market constituents. Lead the team in marketing activity as well as building own market profile. Build an internal network within Forvis Mazars (both in the UK and internationally), to maximise the value we bring to clients and opportunities for the firm as a whole. Work as part of an integrated financial services offering, working closely with colleagues across Tax, audit and other advisory teams. Promote Forvis Mazars Financial Services VAT sector knowledge both within the broader teams at Forvis Mazars and to other relevant parts of the firm. Manage delivery of client engagements by directing the team to achieve client objectives across various service offerings Taking the day to day lead role in running assignments, typically with a portfolio of assignments at any one time. People Development Help to develop our team technically by ensuring that they are properly informed on relevant sector dynamics and a commercial understanding; Acting as a mentor to junior team members: help individuals to achieve their potential through coaching, training and development. Reviewing the work of others and provide real time informal feedback. Help to ensure that our deliverables and other outputs are visually effective and clear; Build broader market relationships and knowledge that will help to ensure that our advice is up to date and informed by the latest technical developments and market insights; help to build the culture of the team so that junior team members also become used to doing this; Help to promote a general culture of learning and development across the team from one job to the next; Potential for line management responsibilities for staff in London. Key Requirements for the Role: The right person is likely to have a number of years of substantial experience of VAT advisory work in the Financial Services sector. Proven track record of building business and leading teams. Good understanding of the industry, key sector trends and the key players in the market. Excellent written and oral presentation skills. Demonstrable project management skills and ability to work toward demanding timetables. Track record of building enduring relationships with clients through repeat work. Ability to interpret and present issues, identify risks and opportunities through sound analysis and application of technical knowledge and commercial acumen. Be a highly pro-active, confident leader with a proven ability to build constructive professional relationships at all levels Detailed understanding of engagement and risk processes used in an accountancy firm context, and experience of applying these. Tax qualifications such as the CTA would be desirable but not essential. Fluency in English both written and verbal is mandatory and fluency in a second EU language is desirable Self-motivated, ambitious and hard working. Driven by a passion to provide excellent client service and to build a growing business, with a strong team ethic. Diversity, Equity, and Inclusion At Forvis Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. Forvis Mazars selects candidates based on skills, knowledge, qualifications, and experience.
Corporate Tax Advisory Assistant Manager Manchester £42,000 - £50,000 (hybrid work model & wider benefits) We are currently partnering with a Big 4, global leader in professional services who are looking to grow their team with the appointment of a new Assistant Manager for corporate tax, to sit within their Business Tax department and focus on Sports related, international assignments.This firm provides opportunities to work with major multinational clients, including well-known household names headquartered in the US. You will be supporting public and private sector investments, advising on the international tax landscape and M&A for events-based projects.This is a unique opportunity to benefit from a flexible work model and move into a Big 4 firm, that takes pride in giving their consultants high levels of exposure to a diverse portfolio of interesting sports clients. Your New Role: This role is within the Tax Advisory practice, where you will collaborate across service lines, working closely with the Sports Business Group in the Strategy, Risk & Transactions Advisory team. You will facilitate client investments through M&A in major sports transactions, collaborating with governments, public sector entities, and private investors to maximise investment impact and drive economic growth through sport. You will build strong relationships with senior tax and finance leaders across the sports industry and enjoy a varied role with the flexibility to focus on areas that align with your career goals, including tax compliance, reporting, advisory, and transactions. You will manage diverse teams in an inclusive culture, recognising contributions and mentoring junior members to support their development. Why consider this role and firm? Hybrid working policy with the flexibility to work from home for two days per week Exposure to high profile, international sports clientele that are deemed household names Private Medical Insurance Annual Bonus Scheme based on firm wide & personal performance Enhanced Maternity and Paternity (6 months full pay) What you'll need to succeed: ACA/CTA/ACCA qualified You will come from a professional services background and be experienced in advising on transactions, including structuring and diligence. Experience managing and delivering tax advisory projects, including international restructuring, refinancing, transfer pricing, and M&A assignments. While sports industry experience is not required, candidates should show a wide interest in key sports markets. Want to find out more about this role? If you believe that this position is of interest or would like to find out more information, call Victoria Walker on or email As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Mar 19, 2026
Full time
Corporate Tax Advisory Assistant Manager Manchester £42,000 - £50,000 (hybrid work model & wider benefits) We are currently partnering with a Big 4, global leader in professional services who are looking to grow their team with the appointment of a new Assistant Manager for corporate tax, to sit within their Business Tax department and focus on Sports related, international assignments.This firm provides opportunities to work with major multinational clients, including well-known household names headquartered in the US. You will be supporting public and private sector investments, advising on the international tax landscape and M&A for events-based projects.This is a unique opportunity to benefit from a flexible work model and move into a Big 4 firm, that takes pride in giving their consultants high levels of exposure to a diverse portfolio of interesting sports clients. Your New Role: This role is within the Tax Advisory practice, where you will collaborate across service lines, working closely with the Sports Business Group in the Strategy, Risk & Transactions Advisory team. You will facilitate client investments through M&A in major sports transactions, collaborating with governments, public sector entities, and private investors to maximise investment impact and drive economic growth through sport. You will build strong relationships with senior tax and finance leaders across the sports industry and enjoy a varied role with the flexibility to focus on areas that align with your career goals, including tax compliance, reporting, advisory, and transactions. You will manage diverse teams in an inclusive culture, recognising contributions and mentoring junior members to support their development. Why consider this role and firm? Hybrid working policy with the flexibility to work from home for two days per week Exposure to high profile, international sports clientele that are deemed household names Private Medical Insurance Annual Bonus Scheme based on firm wide & personal performance Enhanced Maternity and Paternity (6 months full pay) What you'll need to succeed: ACA/CTA/ACCA qualified You will come from a professional services background and be experienced in advising on transactions, including structuring and diligence. Experience managing and delivering tax advisory projects, including international restructuring, refinancing, transfer pricing, and M&A assignments. While sports industry experience is not required, candidates should show a wide interest in key sports markets. Want to find out more about this role? If you believe that this position is of interest or would like to find out more information, call Victoria Walker on or email As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
IDEX Consulting are partnering with a prestigious national wealth management firm who are seeking a Financial Planner to join their growing team to inherit an established client book - predominantly based across South Yorkshire and Lincolnshire. This firm is renowned for its exceptional reputation and premium service, specialising in highly affluent and HNW clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.This is a rare opportunity where you will be taking over an existing client book of c.100 clients. They are looking for a driven individual with experience of managing and advising clients, handling complex financial cases as well as having a record of new business generation. Key Requirements: Level 4 qualified, Chartered preferred Proven experience in delivering regulated financial advice Confident in managing HNW clients and navigating intricate casework Passionate, proactive, and self-motivated What's on Offer: Market leading pension scheme that provides up to 15% Employer Contributions Highly attractive bonus structure 30 days annual leave + bank holidays Flexible, hybrid working arrangements Private medical insurance Enhanced family insurance Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 19, 2026
Full time
IDEX Consulting are partnering with a prestigious national wealth management firm who are seeking a Financial Planner to join their growing team to inherit an established client book - predominantly based across South Yorkshire and Lincolnshire. This firm is renowned for its exceptional reputation and premium service, specialising in highly affluent and HNW clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.This is a rare opportunity where you will be taking over an existing client book of c.100 clients. They are looking for a driven individual with experience of managing and advising clients, handling complex financial cases as well as having a record of new business generation. Key Requirements: Level 4 qualified, Chartered preferred Proven experience in delivering regulated financial advice Confident in managing HNW clients and navigating intricate casework Passionate, proactive, and self-motivated What's on Offer: Market leading pension scheme that provides up to 15% Employer Contributions Highly attractive bonus structure 30 days annual leave + bank holidays Flexible, hybrid working arrangements Private medical insurance Enhanced family insurance Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Are you an HR Advisor ready to drive your career forward? Do you thrive in a fast-paced environment, navigating all aspects of HR with precision? Would you like to join a large company where you can truly make a positive impact, just like our new partnership with BMW is helping us accelerate into the future? We're looking for an HR Advisor to assist our site team in leading and implementing our people plan to support our new contract, BMW, in Swindon. We are looking for someone who can drive a culture of positive engagement whilst confidently juggling multiple priorities - from advising stakeholders on HR issues and managing Trade Union relationships, to leading communication strategies, supporting recruitment and induction, and ensuring retention and redeployment activities meet statutory and company requirements. This is a full time, permanent position where you'll be working Monday - Friday, between the hours of 09:00 - 17:00, however we are open to considering part-time hours for the right candidate. Pay, benefits and more: We're looking to pay £32,000.00 per annum with 25 days annual leave plus bank holidays. Your benefits package includes a company sponsored pension scheme, private medical & dental insurance, a 24/7 online GP service, life assurance and a fully comprehensive employee assistance programme. You'll also have access to our MyBenefits platform offering a variety of high street discounts, a cycle to work scheme, cashback cards, a saving scheme and much more! What you'll do on a typical day: Day-to-day you will provide a first level advisory service to the site team. You'll be supporting the delivery of the People Agenda to align culture, talent, structure and processes Provide HR support and advice to managers and employees for the BMW contract Drive and promote Employee Engagement and Health & Wellbeing initiatives Ensure legal compliance with all HR practices and be aware of any employment law changes and update processes as appropriate Create a culture of innovation and problem solving amongst Managers and employees Build harmonious relationships with any Trade Union to ensure optimum working efficiency What you need to succeed at GXO: Experience of working in a similar fast-paced HR team, ideally within a logistics or distribution environment, dealing with complex ER cases CIPD Level 3 qualified, or working towards Experience of undertaking a broad range of tasks including working with and advising line managers on employee relations issues and being involved in setting up processes and systems Knowledge of employment law with experience working within a unionised environment is highly desirable We engineer faster, smarter, leaner supply chains. GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. GXO is an equal opportunity employer. We celebrate, support and thrive on diversity and are committed to creating an inclusive environment for all employees. We believe that diversity and inclusion in our business is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We are an Armed Forces friendly organisation and Disability Confident Leader as part of the Disability Confident Scheme (GIS) and actively welcome applications from people with disabilities. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement
Mar 19, 2026
Full time
Are you an HR Advisor ready to drive your career forward? Do you thrive in a fast-paced environment, navigating all aspects of HR with precision? Would you like to join a large company where you can truly make a positive impact, just like our new partnership with BMW is helping us accelerate into the future? We're looking for an HR Advisor to assist our site team in leading and implementing our people plan to support our new contract, BMW, in Swindon. We are looking for someone who can drive a culture of positive engagement whilst confidently juggling multiple priorities - from advising stakeholders on HR issues and managing Trade Union relationships, to leading communication strategies, supporting recruitment and induction, and ensuring retention and redeployment activities meet statutory and company requirements. This is a full time, permanent position where you'll be working Monday - Friday, between the hours of 09:00 - 17:00, however we are open to considering part-time hours for the right candidate. Pay, benefits and more: We're looking to pay £32,000.00 per annum with 25 days annual leave plus bank holidays. Your benefits package includes a company sponsored pension scheme, private medical & dental insurance, a 24/7 online GP service, life assurance and a fully comprehensive employee assistance programme. You'll also have access to our MyBenefits platform offering a variety of high street discounts, a cycle to work scheme, cashback cards, a saving scheme and much more! What you'll do on a typical day: Day-to-day you will provide a first level advisory service to the site team. You'll be supporting the delivery of the People Agenda to align culture, talent, structure and processes Provide HR support and advice to managers and employees for the BMW contract Drive and promote Employee Engagement and Health & Wellbeing initiatives Ensure legal compliance with all HR practices and be aware of any employment law changes and update processes as appropriate Create a culture of innovation and problem solving amongst Managers and employees Build harmonious relationships with any Trade Union to ensure optimum working efficiency What you need to succeed at GXO: Experience of working in a similar fast-paced HR team, ideally within a logistics or distribution environment, dealing with complex ER cases CIPD Level 3 qualified, or working towards Experience of undertaking a broad range of tasks including working with and advising line managers on employee relations issues and being involved in setting up processes and systems Knowledge of employment law with experience working within a unionised environment is highly desirable We engineer faster, smarter, leaner supply chains. GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. GXO is an equal opportunity employer. We celebrate, support and thrive on diversity and are committed to creating an inclusive environment for all employees. We believe that diversity and inclusion in our business is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We are an Armed Forces friendly organisation and Disability Confident Leader as part of the Disability Confident Scheme (GIS) and actively welcome applications from people with disabilities. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement
We are seeking an individual located in the UK. This is a Remote work from home position, and individual is required to reside and be authorized to work in the United Kingdom. We are on the front line of recruitment, enabling organizations to hire smarter and onboard faster. At First Advantage (Nasdaq: FA), people are at the heart of everything we do. From our customers and partners to our greatest advantage - our team members. Say hello to a rewarding career and come join a leading provider of mission critical background screening solutions to some of the most recognized Fortune 100 and Global 500 brands. We are seeking a remote Sr. Director, Customer Success; Individual must be in United Kingdom. About First Advantage First Advantage (NASDAQ: FA) is a leading provider of global software and data in the HR technology industry. Enabled by proprietary technology and AI, First Advantage's platforms, data, and APIs power comprehensive employment background screening, identity solutions, and verification services. Headquartered in Atlanta, GA, we have an internationally distributed workforce of about 10,000 employees spanning 17 countries. With a strong emphasis on innovation, automation, and customer success, First Advantage empowers 80,000 organizations to modernize their hiring and onboarding processes on a global scale. What You'll Do: The Sr. Director of Customer Success responsible for the Finance Vertical leads a high performing organisation that drives value realisation, retention, and expansion across banks, insurance, payments, capital markets, and fintech customers. This executive owns the end to end post sales customer lifecycle-from onboarding through to renewal-ensuring operational excellence and measurable ROI aligned to finance specific priorities (e.g., risk & compliance, operational efficiency, customer experience, and data security). You will build the vertical strategy for a portfolio of complex enterprise accounts, partnering cross functionally with Sales, Operations, Product, Customer Care, and Marketing to deliver exceptional customer outcomes and sustainable revenue growth. Responsibilities: Strategy & Leadership Define and execute the finance-vertical CS strategy, segmented by sub vertical (banking, insurance, payments) and customer tier (strategic, enterprise, mid market). Build, scale, and mentor a diverse team of Customer Success Managers and Directors. Establish a value framework with finance relevant KPIs, outcome maps, and executive communications (QBRs). Own the renewal and net retention for your customer base (clear rules of engagement and forecast accountability). Customer Outcomes & Advocacy Ensure successful onboarding and time to value with robust project governance for complex, multi stakeholder programs. Drive QBR cadence with key stakeholders; communicate value tied to business cases and regulatory imperatives. Drive adoption, maturity, and expansion through structured success plans, territory maps and executive sponsorship programs. Build customer advocacy (references, case studies, advisory boards) aligned to the finance ecosystem. Cross Functional Partnerships Partner with Product on voice of customer, roadmap validation, beta programs, and finance grade features (security, reporting, controls). Partner with Implementation teams for onboarding, reduce time to value, and ensure high quality project delivery. Align with Sales teams on expansion strategies, whitespace analysis, commercial alignment, and account plans. Collaborate with Support and Engineering on incident management, major incident communications, and reliability narratives. Operational Excellence Design and operationalize a CS operating model: segmentation, coverage, health scoring, success planning, QBR templates, renewals forecast, and escalation paths. Own CS budget, capacity planning, hiring plan, and productivity benchmarks. What You May Need to be Successful: Bachelor's degree or equivalent work experience. MBA highly desired. 3+ years of related experience in Account Management. 2+ years of organizational leadership experience. 5+ years of experience managing accounts valued at over $500k (significant company experience managing complex, high value accounts). Ability to manage and lead during times of change and organizational transformation. Understanding how to work growth businesses in a competitive environment. Excellent tactical execution skills. Strong sense of process and the ability to innovate on process tools and conventions. Ability to craft detailed, well written communications and proposals. Maintain a high emphasis on teamwork, collaboration, and process innovation. Ability to influence others through strong verbal and written communication. Strategic mindset: self directed, organized, analytical, and have excellent problem analysis/problem solving skills. Ability to build relationships, communicate effectively throughout an organization, influence, negotiate, and establish mutually agreeable expectations. Diligent, resourceful, versatile, and able to multitask. Ability to travel at least 25% Preferred: Entrepreneurial style with proven ability to thrive in a dynamic, changing environment where a critical key to success is the ability to optimize and leverage limited resources. Why First Advantage is Your Next Big Career Move First Advantage is going through a technology transformation! We are looking for experts who are excited to work with advanced technologies and provide best in class user experiences, drive the development and deployment of scalable solutions, and smoothly guide our agile teams and clients through meaningful changes as we continue to expand our impact. Benefits Health & Wellbeing: Medical, Vision, Dental, Bike2Work Scheme, Employee Assistance Programme. Personal Financial Planning: Pension with employer contribution, Life Assurance and Financial and Legal Helpline. Personal & Family Leave: Holidays (PTO), Enhanced Maternity Leave, Sick Pay. Career Development: Mentoring Programme, SOAR Programme (Manager development), and Annual Performance Reviews. What Are You Waiting For? Apply Today! You have learned a little about us today - we want to learn about you! If you think this position and our company are a great fit for your areas of interest and expertise, tell us about you by applying now! United States Equal Opportunity Employment: First Advantage is proud to be a global leader in removing barriers and supporting our community members to ensure the changing demographics of the workforce are reflected in our hiring and employment practices. We value all of our candidates, employees, and clients, and place great emphasis on hiring and supporting qualified individuals in each role. We are an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other area protected by applicable law.
Mar 19, 2026
Full time
We are seeking an individual located in the UK. This is a Remote work from home position, and individual is required to reside and be authorized to work in the United Kingdom. We are on the front line of recruitment, enabling organizations to hire smarter and onboard faster. At First Advantage (Nasdaq: FA), people are at the heart of everything we do. From our customers and partners to our greatest advantage - our team members. Say hello to a rewarding career and come join a leading provider of mission critical background screening solutions to some of the most recognized Fortune 100 and Global 500 brands. We are seeking a remote Sr. Director, Customer Success; Individual must be in United Kingdom. About First Advantage First Advantage (NASDAQ: FA) is a leading provider of global software and data in the HR technology industry. Enabled by proprietary technology and AI, First Advantage's platforms, data, and APIs power comprehensive employment background screening, identity solutions, and verification services. Headquartered in Atlanta, GA, we have an internationally distributed workforce of about 10,000 employees spanning 17 countries. With a strong emphasis on innovation, automation, and customer success, First Advantage empowers 80,000 organizations to modernize their hiring and onboarding processes on a global scale. What You'll Do: The Sr. Director of Customer Success responsible for the Finance Vertical leads a high performing organisation that drives value realisation, retention, and expansion across banks, insurance, payments, capital markets, and fintech customers. This executive owns the end to end post sales customer lifecycle-from onboarding through to renewal-ensuring operational excellence and measurable ROI aligned to finance specific priorities (e.g., risk & compliance, operational efficiency, customer experience, and data security). You will build the vertical strategy for a portfolio of complex enterprise accounts, partnering cross functionally with Sales, Operations, Product, Customer Care, and Marketing to deliver exceptional customer outcomes and sustainable revenue growth. Responsibilities: Strategy & Leadership Define and execute the finance-vertical CS strategy, segmented by sub vertical (banking, insurance, payments) and customer tier (strategic, enterprise, mid market). Build, scale, and mentor a diverse team of Customer Success Managers and Directors. Establish a value framework with finance relevant KPIs, outcome maps, and executive communications (QBRs). Own the renewal and net retention for your customer base (clear rules of engagement and forecast accountability). Customer Outcomes & Advocacy Ensure successful onboarding and time to value with robust project governance for complex, multi stakeholder programs. Drive QBR cadence with key stakeholders; communicate value tied to business cases and regulatory imperatives. Drive adoption, maturity, and expansion through structured success plans, territory maps and executive sponsorship programs. Build customer advocacy (references, case studies, advisory boards) aligned to the finance ecosystem. Cross Functional Partnerships Partner with Product on voice of customer, roadmap validation, beta programs, and finance grade features (security, reporting, controls). Partner with Implementation teams for onboarding, reduce time to value, and ensure high quality project delivery. Align with Sales teams on expansion strategies, whitespace analysis, commercial alignment, and account plans. Collaborate with Support and Engineering on incident management, major incident communications, and reliability narratives. Operational Excellence Design and operationalize a CS operating model: segmentation, coverage, health scoring, success planning, QBR templates, renewals forecast, and escalation paths. Own CS budget, capacity planning, hiring plan, and productivity benchmarks. What You May Need to be Successful: Bachelor's degree or equivalent work experience. MBA highly desired. 3+ years of related experience in Account Management. 2+ years of organizational leadership experience. 5+ years of experience managing accounts valued at over $500k (significant company experience managing complex, high value accounts). Ability to manage and lead during times of change and organizational transformation. Understanding how to work growth businesses in a competitive environment. Excellent tactical execution skills. Strong sense of process and the ability to innovate on process tools and conventions. Ability to craft detailed, well written communications and proposals. Maintain a high emphasis on teamwork, collaboration, and process innovation. Ability to influence others through strong verbal and written communication. Strategic mindset: self directed, organized, analytical, and have excellent problem analysis/problem solving skills. Ability to build relationships, communicate effectively throughout an organization, influence, negotiate, and establish mutually agreeable expectations. Diligent, resourceful, versatile, and able to multitask. Ability to travel at least 25% Preferred: Entrepreneurial style with proven ability to thrive in a dynamic, changing environment where a critical key to success is the ability to optimize and leverage limited resources. Why First Advantage is Your Next Big Career Move First Advantage is going through a technology transformation! We are looking for experts who are excited to work with advanced technologies and provide best in class user experiences, drive the development and deployment of scalable solutions, and smoothly guide our agile teams and clients through meaningful changes as we continue to expand our impact. Benefits Health & Wellbeing: Medical, Vision, Dental, Bike2Work Scheme, Employee Assistance Programme. Personal Financial Planning: Pension with employer contribution, Life Assurance and Financial and Legal Helpline. Personal & Family Leave: Holidays (PTO), Enhanced Maternity Leave, Sick Pay. Career Development: Mentoring Programme, SOAR Programme (Manager development), and Annual Performance Reviews. What Are You Waiting For? Apply Today! You have learned a little about us today - we want to learn about you! If you think this position and our company are a great fit for your areas of interest and expertise, tell us about you by applying now! United States Equal Opportunity Employment: First Advantage is proud to be a global leader in removing barriers and supporting our community members to ensure the changing demographics of the workforce are reflected in our hiring and employment practices. We value all of our candidates, employees, and clients, and place great emphasis on hiring and supporting qualified individuals in each role. We are an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other area protected by applicable law.
M&A Transactions Tax Associate Director Manchester £75,000 - £95,000 (hybrid work model & wider benefits) We're partnering with a Big 4 global professional services firm that's expanding its market-leading M&A Tax team with a key Associate Director hire. This is a unique opportunity to work on high-profile European buy-outs, advising major private equity and infrastructure clients, and engaging with a top-tier portfolio. If you're looking to join a high-performing team at the forefront of international M&A tax advisory, this could be the ideal next step. Your New Role: Collaborate with a wide range of clients, including private equity firms, infrastructure investors, multinationals, and emerging capital providers. Be involved across the full deal life cycle; including due diligence, structuring, documentation, post-deal integration, and exit readiness. Support client growth through business development initiatives. Build and share technical expertise through ongoing training and mentoring opportunities. Why consider this role and firm? Their Manchester office serves as the headquarters for the firm's North West practice. The space includes a dedicated client suite, flexible co-working areas, and a 'Gallery Room' for workshops and seminars. They also have facilities like wellness rooms, nursing rooms, and multi-faith rooms. Hybrid working policy with the flexibility to work from home for two days per week Benefits allowance worth £5,000 Private Medical Insurance Annual Bonus Scheme based on firm wide & personal performance Enhanced Maternity and Paternity What you'll need to succeed: ACA/CTA/ACCA qualified You will come from a professional services background having worked in M&A tax Experience managing and delivering tax advisory projects Excellent communication and project management skills Want to find out more about this role? If you believe that this position is of interest or would like to find out more information, call Victoria Walker on or email As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Mar 19, 2026
Full time
M&A Transactions Tax Associate Director Manchester £75,000 - £95,000 (hybrid work model & wider benefits) We're partnering with a Big 4 global professional services firm that's expanding its market-leading M&A Tax team with a key Associate Director hire. This is a unique opportunity to work on high-profile European buy-outs, advising major private equity and infrastructure clients, and engaging with a top-tier portfolio. If you're looking to join a high-performing team at the forefront of international M&A tax advisory, this could be the ideal next step. Your New Role: Collaborate with a wide range of clients, including private equity firms, infrastructure investors, multinationals, and emerging capital providers. Be involved across the full deal life cycle; including due diligence, structuring, documentation, post-deal integration, and exit readiness. Support client growth through business development initiatives. Build and share technical expertise through ongoing training and mentoring opportunities. Why consider this role and firm? Their Manchester office serves as the headquarters for the firm's North West practice. The space includes a dedicated client suite, flexible co-working areas, and a 'Gallery Room' for workshops and seminars. They also have facilities like wellness rooms, nursing rooms, and multi-faith rooms. Hybrid working policy with the flexibility to work from home for two days per week Benefits allowance worth £5,000 Private Medical Insurance Annual Bonus Scheme based on firm wide & personal performance Enhanced Maternity and Paternity What you'll need to succeed: ACA/CTA/ACCA qualified You will come from a professional services background having worked in M&A tax Experience managing and delivering tax advisory projects Excellent communication and project management skills Want to find out more about this role? If you believe that this position is of interest or would like to find out more information, call Victoria Walker on or email As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Are you ready to shape safer, smarter workplaces across the UK - on your terms? We've partnered exclusively with a globally recognised consultancy that's rewriting the rulebook on what great Health & Safety support looks like. They're growing fast, and they're looking for ambitious, forward-thinking professionals to join their expert team. Whether you're a seasoned consultant or eager to take the next step into advisory work, this is your chance to make a real difference - with the freedom, backing, and rewards to match. As a trusted Health & Safety Consultant, you'll be at the heart of client relationships, providing hands-on support, expert insight, and meaningful change. Your work won't just tick boxes - it'll drive safer, more compliant, and more confident businesses. Deliver tailored health & safety consultations through scheduled site visits Build trusted partnerships with clients, offering practical, clear advice Investigate incidents and provide actionable, preventative guidance Support and implement H&S management systems Be your clients' go-to expert for best practice, compliance, and support Balance your time effectively across visits, reporting, and client care Stay ahead with ongoing training and personal development Represent the company with professionalism, pride, and a positive mindset YOU? We're looking for someone who's not only technically solid but also people-focused, proactive, and commercially aware. Strong working knowledge of Health & Safety legislation Confident communicator who can engage and influence at all levels Solutions-driven with a practical, hands-on approach Able to work autonomously while being part of a high-performing team Naturally organised, adaptable, and detail-oriented Committed to high standards, continuous improvement, and client success What's on Offer? Inclusive company-wide profit share scheme - BONUS Car allowance of 6,000 or a new electric company car Flexible remote/field-based working Generous holiday package: 25 days plus bank holidays, increasing with service, plus your birthday off Christmas bonus after qualifying period Medicash Plan Exciting social events Pension Scheme Private health insurance after the qualifying period If you're passionate about raising the bar for Health & Safety and want to work with clients who value your insight, let's talk! (phone number removed)CC55 INDFIR Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
Mar 19, 2026
Full time
Are you ready to shape safer, smarter workplaces across the UK - on your terms? We've partnered exclusively with a globally recognised consultancy that's rewriting the rulebook on what great Health & Safety support looks like. They're growing fast, and they're looking for ambitious, forward-thinking professionals to join their expert team. Whether you're a seasoned consultant or eager to take the next step into advisory work, this is your chance to make a real difference - with the freedom, backing, and rewards to match. As a trusted Health & Safety Consultant, you'll be at the heart of client relationships, providing hands-on support, expert insight, and meaningful change. Your work won't just tick boxes - it'll drive safer, more compliant, and more confident businesses. Deliver tailored health & safety consultations through scheduled site visits Build trusted partnerships with clients, offering practical, clear advice Investigate incidents and provide actionable, preventative guidance Support and implement H&S management systems Be your clients' go-to expert for best practice, compliance, and support Balance your time effectively across visits, reporting, and client care Stay ahead with ongoing training and personal development Represent the company with professionalism, pride, and a positive mindset YOU? We're looking for someone who's not only technically solid but also people-focused, proactive, and commercially aware. Strong working knowledge of Health & Safety legislation Confident communicator who can engage and influence at all levels Solutions-driven with a practical, hands-on approach Able to work autonomously while being part of a high-performing team Naturally organised, adaptable, and detail-oriented Committed to high standards, continuous improvement, and client success What's on Offer? Inclusive company-wide profit share scheme - BONUS Car allowance of 6,000 or a new electric company car Flexible remote/field-based working Generous holiday package: 25 days plus bank holidays, increasing with service, plus your birthday off Christmas bonus after qualifying period Medicash Plan Exciting social events Pension Scheme Private health insurance after the qualifying period If you're passionate about raising the bar for Health & Safety and want to work with clients who value your insight, let's talk! (phone number removed)CC55 INDFIR Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
Salary £85000 - £95000 per annum, Benefits: Range of benefits Location Central London Job type Permanent Discipline VAT Reference 5322 This is an opportunity to join a dynamic VAT team and work on high-value advisory projects for complex clients. You will be working for a prominent international firm that has experienced remarkable growth in recent years and is poised to continue this success. The firm serves a variety of sectors, including insurance, finance, fintech, crypto, property, and retail. About the Role Your primary responsibility will be to manage a portfolio of clients across various sectors. You will also assist Directors and Partners in providing VAT services and potentially managing team members. Key Responsibilities Establishing and maintaining client relationships. Providing advice on VAT issues such as expanding into new jurisdictions, handling HMRC disputes, and VAT treatment of new income streams. Identifying profitable advisory projects proactively. Assisting with tender proposals. Engaging in due diligence and training staff on VAT matters. Career progression Career progression is based on merit, with ample opportunities for growth as the VAT department expands. It is likely that you will become a director within 18-30 months. Ideal candidate qualifications An up-to-date knowledge and experience of VAT technical skills, covering a wide range of issues in large corporate and owner-managed businesses. Ability to handle VAT advisory matters and write reports. A comprehensive understanding of key VAT principles. Capability to explain complex issues in a simple manner that non-VAT experts can easily understand. Why us? Take control of your career: join hundreds of other tax professionals who used our niche expertise to increase their salaries within a brand-new role. Easy application: Finding the perfect fit couldn't be simpler! Apply in minutes and enjoy a stress-free experience led by your expert consultant. Stress-free consultation: You're not interested in the hard sell, and neither are we. Let us know which roles you're looking for, and we'll ensure that's what you get. Matched to the perfect role: Interview for positions that fit your unique career aspirations, desired culture and location.
Mar 19, 2026
Full time
Salary £85000 - £95000 per annum, Benefits: Range of benefits Location Central London Job type Permanent Discipline VAT Reference 5322 This is an opportunity to join a dynamic VAT team and work on high-value advisory projects for complex clients. You will be working for a prominent international firm that has experienced remarkable growth in recent years and is poised to continue this success. The firm serves a variety of sectors, including insurance, finance, fintech, crypto, property, and retail. About the Role Your primary responsibility will be to manage a portfolio of clients across various sectors. You will also assist Directors and Partners in providing VAT services and potentially managing team members. Key Responsibilities Establishing and maintaining client relationships. Providing advice on VAT issues such as expanding into new jurisdictions, handling HMRC disputes, and VAT treatment of new income streams. Identifying profitable advisory projects proactively. Assisting with tender proposals. Engaging in due diligence and training staff on VAT matters. Career progression Career progression is based on merit, with ample opportunities for growth as the VAT department expands. It is likely that you will become a director within 18-30 months. Ideal candidate qualifications An up-to-date knowledge and experience of VAT technical skills, covering a wide range of issues in large corporate and owner-managed businesses. Ability to handle VAT advisory matters and write reports. A comprehensive understanding of key VAT principles. Capability to explain complex issues in a simple manner that non-VAT experts can easily understand. Why us? Take control of your career: join hundreds of other tax professionals who used our niche expertise to increase their salaries within a brand-new role. Easy application: Finding the perfect fit couldn't be simpler! Apply in minutes and enjoy a stress-free experience led by your expert consultant. Stress-free consultation: You're not interested in the hard sell, and neither are we. Let us know which roles you're looking for, and we'll ensure that's what you get. Matched to the perfect role: Interview for positions that fit your unique career aspirations, desired culture and location.
Are you ready to shape safer, smarter workplaces across the UK - on your terms? We've partnered exclusively with a globally recognised consultancy that's rewriting the rulebook on what great Health & Safety support looks like. They're growing fast, and they're looking for ambitious, forward-thinking professionals to join their expert team. Whether you're a seasoned consultant or eager to take the next step into advisory work, this is your chance to make a real difference - with the freedom, backing, and rewards to match. As a trusted Health & Safety Consultant, you'll be at the heart of client relationships, providing hands-on support, expert insight, and meaningful change. Your work won't just tick boxes - it'll drive safer, more compliant, and more confident businesses. Deliver tailored health & safety consultations through scheduled site visits Build trusted partnerships with clients, offering practical, clear advice Investigate incidents and provide actionable, preventative guidance Support and implement H&S management systems Be your clients' go-to expert for best practice, compliance, and support Balance your time effectively across visits, reporting, and client care Stay ahead with ongoing training and personal development Represent the company with professionalism, pride, and a positive mindset YOU? We're looking for someone who's not only technically solid but also people-focused, proactive, and commercially aware. Strong working knowledge of Health & Safety legislation Confident communicator who can engage and influence at all levels Solutions-driven with a practical, hands-on approach Able to work autonomously while being part of a high-performing team Naturally organised, adaptable, and detail-oriented Committed to high standards, continuous improvement, and client success What's on Offer? Inclusive company-wide profit share scheme - BONUS Car allowance of 6,000 or a new electric company car Flexible remote/field-based working Generous holiday package: 25 days plus bank holidays, increasing with service, plus your birthday off Christmas bonus after qualifying period Medicash Plan Exciting social events Pension Scheme Private health insurance after the qualifying period If you're passionate about raising the bar for Health & Safety and want to work with clients who value your insight, let's talk! (phone number removed)CC56 INDFIR Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
Mar 19, 2026
Full time
Are you ready to shape safer, smarter workplaces across the UK - on your terms? We've partnered exclusively with a globally recognised consultancy that's rewriting the rulebook on what great Health & Safety support looks like. They're growing fast, and they're looking for ambitious, forward-thinking professionals to join their expert team. Whether you're a seasoned consultant or eager to take the next step into advisory work, this is your chance to make a real difference - with the freedom, backing, and rewards to match. As a trusted Health & Safety Consultant, you'll be at the heart of client relationships, providing hands-on support, expert insight, and meaningful change. Your work won't just tick boxes - it'll drive safer, more compliant, and more confident businesses. Deliver tailored health & safety consultations through scheduled site visits Build trusted partnerships with clients, offering practical, clear advice Investigate incidents and provide actionable, preventative guidance Support and implement H&S management systems Be your clients' go-to expert for best practice, compliance, and support Balance your time effectively across visits, reporting, and client care Stay ahead with ongoing training and personal development Represent the company with professionalism, pride, and a positive mindset YOU? We're looking for someone who's not only technically solid but also people-focused, proactive, and commercially aware. Strong working knowledge of Health & Safety legislation Confident communicator who can engage and influence at all levels Solutions-driven with a practical, hands-on approach Able to work autonomously while being part of a high-performing team Naturally organised, adaptable, and detail-oriented Committed to high standards, continuous improvement, and client success What's on Offer? Inclusive company-wide profit share scheme - BONUS Car allowance of 6,000 or a new electric company car Flexible remote/field-based working Generous holiday package: 25 days plus bank holidays, increasing with service, plus your birthday off Christmas bonus after qualifying period Medicash Plan Exciting social events Pension Scheme Private health insurance after the qualifying period If you're passionate about raising the bar for Health & Safety and want to work with clients who value your insight, let's talk! (phone number removed)CC56 INDFIR Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
Aioi Nissay Dowa Europe
Forest Hall, Tyne And Wear
We always want to deliver great service to our customers, but we can t do that without taking care of our REAL number one and that s you. We are recruiting for a Technical Claims Handler on our Credit Hire team here in Newcastle. You will not only be provided with all the training and support you need to excel but also be looked after with an outstanding benefits package, including hybrid working. You ll be able to use your claims experience and knowledge to ensure optimum claims solutions are delivered to customers and third parties. We are looking for someone with excellent negotiation and influencing skills. If this sounds a bit like you, we'd love to hear from you. If you love talking to people as much as we do, we d love to hear from you. Apply Now! Responsibilities: Provide a high level of service to customers throughout the claims journey. Proactively manage all aspects of credit hire and third party vehicle damage claims, presented by a third party and their representatives, to mitigate claims costs. Make necessary investigations and decisions on liability and quantum, identifying possible fraudulent cases, highlighting indemnity concerns and corroborating circumstances to make accurate liability assessments at the earliest possible stage. Negotiate with claimant representatives in order to progress and settle credit hire claims, quickly and effectively, within your agreed authority level, based on relevant case law. Instruct and liaise with approved suppliers and company solicitors in the event of credit hire litigation. Maintain own caseload to a high standard. Ensure files are accurately reserved, in line with the company reserving philosophy. Respond to feedback given to you, from regular quality audits on Claims files, to grow your own technical capability and that of your team. Take responsibility for your own agreed development actions and wider training needs. Support development and delivery of the claim s strategy and vision. Liaise effectively with other departments and other business functions as appropriate to ensure identification and appropriate management of all Claims. Be aware of and comply on an ongoing basis with the rules and requirements of the FCA and any other legal/regulatory/risk management frameworks. Knowledge, Experience & Qualifications: Sound knowledge of Motor Claims handling, specifically third party credit hire claims and liability. Good knowledge of credit hire case law and its application to claims settlements. Strong negotiation and influencing skills. Ability to plan, organise and prioritise own workload. Good level of verbal and numerical skills and be able to problem solve. Be able to work as part of a team. Ability to stay up to date with market changes and developments. Why Join Us? We're all about helping you grow, with plenty of support to develop in your current role whilst also creating opportunities to explore new ones and advance your career. We realise that we need to be a good fit for you above all else so here s what you can enjoy about AND-E: Recognised as the Best Large Insurance Employer: We are proud to have been named the Best Large Insurance Employer for 2023 at the prestigious British Insurance Awards. Unmatched Work-Life Balance. Competitive Salaries and Benefits Package: We offer competitive salaries that recognise your skills and expertise. We champion choice, flexibility, and balance in both work and home life. Our commitment to diversity, equity, and inclusion ensures everyone feels valued and supported including embracing neurodiversity and providing the tools needed to thrive. We like to think our benefits package is one of the best, focusing on colleagues health, wealth, and lifestyle. We offer: Up to 25 Days annual leave with the option to buy/sell up to 5 days holiday 5% Discretionary Annual Bonus Healix Private Medical Insurance Options 3 x Annual Salary Life Assurance A range of health, wellbeing, and financial support benefits, including money back on health expenses, Employee Assistance Programme, Flu Jab voucher, Virtual GP service, and driving lessons for you and your family. Additional perks such as a pension advisory service, family-friendly policies, season ticket loan , cycle scheme , and financial flexibility through Wagestream . Subject to company performance and completion of probation Aioi Nissay Dowa Europe is committed to promoting equal opportunities in employment. Employees and job applicants will receive equal treatment regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation (Protected Characteristics). At AND-E, equal opportunity is more than a policy it s a promise. We welcome applications from all individuals regardless of age, disability, gender identity, marital status, pregnancy, race, religion, sexual orientation, or any other protected characteristic. Reasonable adjustments: If you require any adjustments to support you during our recruitment process, please let us know. We re committed to making the process accessible and are happy to help.
Mar 19, 2026
Full time
We always want to deliver great service to our customers, but we can t do that without taking care of our REAL number one and that s you. We are recruiting for a Technical Claims Handler on our Credit Hire team here in Newcastle. You will not only be provided with all the training and support you need to excel but also be looked after with an outstanding benefits package, including hybrid working. You ll be able to use your claims experience and knowledge to ensure optimum claims solutions are delivered to customers and third parties. We are looking for someone with excellent negotiation and influencing skills. If this sounds a bit like you, we'd love to hear from you. If you love talking to people as much as we do, we d love to hear from you. Apply Now! Responsibilities: Provide a high level of service to customers throughout the claims journey. Proactively manage all aspects of credit hire and third party vehicle damage claims, presented by a third party and their representatives, to mitigate claims costs. Make necessary investigations and decisions on liability and quantum, identifying possible fraudulent cases, highlighting indemnity concerns and corroborating circumstances to make accurate liability assessments at the earliest possible stage. Negotiate with claimant representatives in order to progress and settle credit hire claims, quickly and effectively, within your agreed authority level, based on relevant case law. Instruct and liaise with approved suppliers and company solicitors in the event of credit hire litigation. Maintain own caseload to a high standard. Ensure files are accurately reserved, in line with the company reserving philosophy. Respond to feedback given to you, from regular quality audits on Claims files, to grow your own technical capability and that of your team. Take responsibility for your own agreed development actions and wider training needs. Support development and delivery of the claim s strategy and vision. Liaise effectively with other departments and other business functions as appropriate to ensure identification and appropriate management of all Claims. Be aware of and comply on an ongoing basis with the rules and requirements of the FCA and any other legal/regulatory/risk management frameworks. Knowledge, Experience & Qualifications: Sound knowledge of Motor Claims handling, specifically third party credit hire claims and liability. Good knowledge of credit hire case law and its application to claims settlements. Strong negotiation and influencing skills. Ability to plan, organise and prioritise own workload. Good level of verbal and numerical skills and be able to problem solve. Be able to work as part of a team. Ability to stay up to date with market changes and developments. Why Join Us? We're all about helping you grow, with plenty of support to develop in your current role whilst also creating opportunities to explore new ones and advance your career. We realise that we need to be a good fit for you above all else so here s what you can enjoy about AND-E: Recognised as the Best Large Insurance Employer: We are proud to have been named the Best Large Insurance Employer for 2023 at the prestigious British Insurance Awards. Unmatched Work-Life Balance. Competitive Salaries and Benefits Package: We offer competitive salaries that recognise your skills and expertise. We champion choice, flexibility, and balance in both work and home life. Our commitment to diversity, equity, and inclusion ensures everyone feels valued and supported including embracing neurodiversity and providing the tools needed to thrive. We like to think our benefits package is one of the best, focusing on colleagues health, wealth, and lifestyle. We offer: Up to 25 Days annual leave with the option to buy/sell up to 5 days holiday 5% Discretionary Annual Bonus Healix Private Medical Insurance Options 3 x Annual Salary Life Assurance A range of health, wellbeing, and financial support benefits, including money back on health expenses, Employee Assistance Programme, Flu Jab voucher, Virtual GP service, and driving lessons for you and your family. Additional perks such as a pension advisory service, family-friendly policies, season ticket loan , cycle scheme , and financial flexibility through Wagestream . Subject to company performance and completion of probation Aioi Nissay Dowa Europe is committed to promoting equal opportunities in employment. Employees and job applicants will receive equal treatment regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation (Protected Characteristics). At AND-E, equal opportunity is more than a policy it s a promise. We welcome applications from all individuals regardless of age, disability, gender identity, marital status, pregnancy, race, religion, sexual orientation, or any other protected characteristic. Reasonable adjustments: If you require any adjustments to support you during our recruitment process, please let us know. We re committed to making the process accessible and are happy to help.
An exciting opportunity has arisen for a Review-Focused Financial Advisor to join an award-winning national firm in a home-based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice - rather than focusing on new business generation.The firm works with employers across the UK, providing trusted financial advice to workplace clients, with a particular focus on pensions, retirement planning, and holistic financial well-being. Location: REMOTE Package: Base Salary: Up to £80,000 (flexible for the right candidate) Uncapped bonus structure linked to quality and volume of client reviews/advice Full back-office and paraplanning support Well-established, reputable firm with an ethical and client-centric approach Key Requirements: Experience in financial advice CAS status (Competent Adviser Status) essential Strong background in pension and retirement planning Comfortable conducting client reviews and maintaining long-term relationships Focused on providing advice rather than generating new business Perks & Benefits: 25 days holiday + bank holidays + option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution Death in service cover (DIS) This is a fantastic opportunity for an advisor who takes pride in delivering ongoing value to existing clients. You'll be joining a respected firm that offers genuine work-life balance, a collaborative culture, and long-term career development.If this role sounds like it could be for you and you'd like more information, please send your CV to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 19, 2026
Full time
An exciting opportunity has arisen for a Review-Focused Financial Advisor to join an award-winning national firm in a home-based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice - rather than focusing on new business generation.The firm works with employers across the UK, providing trusted financial advice to workplace clients, with a particular focus on pensions, retirement planning, and holistic financial well-being. Location: REMOTE Package: Base Salary: Up to £80,000 (flexible for the right candidate) Uncapped bonus structure linked to quality and volume of client reviews/advice Full back-office and paraplanning support Well-established, reputable firm with an ethical and client-centric approach Key Requirements: Experience in financial advice CAS status (Competent Adviser Status) essential Strong background in pension and retirement planning Comfortable conducting client reviews and maintaining long-term relationships Focused on providing advice rather than generating new business Perks & Benefits: 25 days holiday + bank holidays + option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution Death in service cover (DIS) This is a fantastic opportunity for an advisor who takes pride in delivering ongoing value to existing clients. You'll be joining a respected firm that offers genuine work-life balance, a collaborative culture, and long-term career development.If this role sounds like it could be for you and you'd like more information, please send your CV to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
An exciting opportunity has arisen for a Review-Focused Financial Advisor to join an award-winning national firm in a home-based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice - rather than focusing on new business generation.The firm works with employers across the UK, providing trusted financial advice to workplace clients, with a particular focus on pensions, retirement planning, and holistic financial well-being. Location: REMOTE Package: Base Salary: Up to £80,000 (flexible for the right candidate) Uncapped bonus structure linked to quality and volume of client reviews/advice Full back-office and paraplanning support Well-established, reputable firm with an ethical and client-centric approach Key Requirements: Experience in financial advice CAS status (Competent Adviser Status) essential Strong background in pension and retirement planning Comfortable conducting client reviews and maintaining long-term relationships Focused on providing advice rather than generating new business Perks & Benefits: 25 days holiday + bank holidays + option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution Death in service cover (DIS) This is a fantastic opportunity for an advisor who takes pride in delivering ongoing value to existing clients. You'll be joining a respected firm that offers genuine work-life balance, a collaborative culture, and long-term career development.If this role sounds like it could be for you and you'd like more information, please send your CV to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 19, 2026
Full time
An exciting opportunity has arisen for a Review-Focused Financial Advisor to join an award-winning national firm in a home-based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice - rather than focusing on new business generation.The firm works with employers across the UK, providing trusted financial advice to workplace clients, with a particular focus on pensions, retirement planning, and holistic financial well-being. Location: REMOTE Package: Base Salary: Up to £80,000 (flexible for the right candidate) Uncapped bonus structure linked to quality and volume of client reviews/advice Full back-office and paraplanning support Well-established, reputable firm with an ethical and client-centric approach Key Requirements: Experience in financial advice CAS status (Competent Adviser Status) essential Strong background in pension and retirement planning Comfortable conducting client reviews and maintaining long-term relationships Focused on providing advice rather than generating new business Perks & Benefits: 25 days holiday + bank holidays + option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution Death in service cover (DIS) This is a fantastic opportunity for an advisor who takes pride in delivering ongoing value to existing clients. You'll be joining a respected firm that offers genuine work-life balance, a collaborative culture, and long-term career development.If this role sounds like it could be for you and you'd like more information, please send your CV to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Are you ready to take your Commercial Insurance career to the next level? Our client, a leading independent corporate broker, is seeking a talented Commercial Insurance Account Executive to join their dynamic team. With access to multiple insurance markets, this role offers the perfect opportunity to manage complex premiums and diverse product lines in a supportive and flexible environment. This role offers a fantastic salary of up to £90,000, along with a market-leading bonus structure and equity options. You'll enjoy comprehensive account handling support and have the flexibility to work from a location that suits you best - managing your own diary and visiting clients as required. The client is a well-established independent broker with a nationwide presence, trading since 2001. They offer a comprehensive service to a wide range of clients, from small businesses to large PLCs, providing tailored solutions to meet their clients' business and risk management needs. As a Commercial Insurance Account Executive, you will: Manage complex commercial insurance accounts across multiple lines of business. Deliver excellent client service and build long-term relationships. Oversee renewals, mid-term adjustments, and new business opportunities. Focus on generating new business from your own book or new prospecting. Collaborate with account handlers and directors for efficient account management. Advise on diverse corporate insurance products and premiums. Package and Benefits: The Commercial Account Executive role comes with a comprehensive package: Annual salary of £65,000 - £90,000+ Market-leading bonus structure. Car allowance available. Equity share opportunities. Business card available for client meetings. Flexible geography tailored to the individual. About You The ideal Commercial Account Executive will have: Proven experience in commercial insurance account management. Existing book of business and strong client relationships. Strong knowledge of complex premiums and corporate products. Excellent organisational, communication, and relationship-building skills. Ability to work independently and as part of a collaborative team. If you have experience as a Commercial Insurance Manager, Corporate Insurance Specialist, Insurance Account Manager, Risk Management Consultant, or Business Insurance Advisor, this Commercial Insurance Account Executive role could be your perfect next step. If you're ready to embrace the challenge of a Commercial Insurance Account Executive role in a dynamic and supportive environment, apply now to join a company that values expertise and offers a rewarding career path.AW_FIN
Mar 18, 2026
Full time
Are you ready to take your Commercial Insurance career to the next level? Our client, a leading independent corporate broker, is seeking a talented Commercial Insurance Account Executive to join their dynamic team. With access to multiple insurance markets, this role offers the perfect opportunity to manage complex premiums and diverse product lines in a supportive and flexible environment. This role offers a fantastic salary of up to £90,000, along with a market-leading bonus structure and equity options. You'll enjoy comprehensive account handling support and have the flexibility to work from a location that suits you best - managing your own diary and visiting clients as required. The client is a well-established independent broker with a nationwide presence, trading since 2001. They offer a comprehensive service to a wide range of clients, from small businesses to large PLCs, providing tailored solutions to meet their clients' business and risk management needs. As a Commercial Insurance Account Executive, you will: Manage complex commercial insurance accounts across multiple lines of business. Deliver excellent client service and build long-term relationships. Oversee renewals, mid-term adjustments, and new business opportunities. Focus on generating new business from your own book or new prospecting. Collaborate with account handlers and directors for efficient account management. Advise on diverse corporate insurance products and premiums. Package and Benefits: The Commercial Account Executive role comes with a comprehensive package: Annual salary of £65,000 - £90,000+ Market-leading bonus structure. Car allowance available. Equity share opportunities. Business card available for client meetings. Flexible geography tailored to the individual. About You The ideal Commercial Account Executive will have: Proven experience in commercial insurance account management. Existing book of business and strong client relationships. Strong knowledge of complex premiums and corporate products. Excellent organisational, communication, and relationship-building skills. Ability to work independently and as part of a collaborative team. If you have experience as a Commercial Insurance Manager, Corporate Insurance Specialist, Insurance Account Manager, Risk Management Consultant, or Business Insurance Advisor, this Commercial Insurance Account Executive role could be your perfect next step. If you're ready to embrace the challenge of a Commercial Insurance Account Executive role in a dynamic and supportive environment, apply now to join a company that values expertise and offers a rewarding career path.AW_FIN
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives. Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice. This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any 'OneNote packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month's IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent. Titan expected behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity- we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme And lots of flexible benefits to choose from! At Titan Wealth, we're Creative, Collaborative, and Committed. We know this isn't an environment for everyone - it's fast-paced, complex, and full of change. But if you're ambitious, client-focused, and excited to help shape one of the UK's top 10 wealth management businesses, this could be the opportunity you've been looking for.
Mar 18, 2026
Full time
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives. Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice. This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any 'OneNote packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month's IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent. Titan expected behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity- we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme And lots of flexible benefits to choose from! At Titan Wealth, we're Creative, Collaborative, and Committed. We know this isn't an environment for everyone - it's fast-paced, complex, and full of change. But if you're ambitious, client-focused, and excited to help shape one of the UK's top 10 wealth management businesses, this could be the opportunity you've been looking for.
+ Bonus + Excellent Company Culture Our client is a wonderful privately owned and fully independent financial advisory firm, and is looking to appoint a career Senior IFA Administrator to work within their pooled administration team on a full-time basis out of their Maidstone office. With significant assets under management and a highly loyal client bank - the majority based in and around Kent - this is a business that has grown the right way: organically, through word-of-mouth referrals and long-standing professional connections. They also enjoy a strong referral stream from a well-established local accountancy firm, which means a consistent flow of quality clients. Our client has been operating for many years, offering whole of market advice to retirees, families, business owners, charities, trusts, and professional clients with investable assets ranging from £100k to £20m - delivering truly holistic financial planning across investments, pensions, retirement, and estate planning. We have worked closely with this firm for a number of years and have successfully placed 9 members of their team during that time - a reflection not only of their growth, but of the positive, long-term environment they offer. This is a high-calibre firm, and they are looking to welcome an experienced Senior IFA Administrator to the family. All Advisers are Chartered and operate to exceptionally high standards, with a genuine focus on doing what's right for the client. Just as importantly, they are a genuinely lovely group of people - professional, down-to-earth, and collaborative. It's a firm where people build long-term careers. If you're a career Senior IFA Administrator who takes real pride in your work and enjoys supporting others, this could be a brilliant long-term home. If the idea of passing on your knowledge, mentoring junior team members, and helping shape the next generation of administrators appeals to you - with the opportunity to step into more of a team lead position over time - you'll be genuinely valued here. The Role You'll play a key role in ensuring the smooth and compliant delivery of advice to clients. This is more than just processing - you'll be a key technical and organisational support to the Advisers and Paraplanners, helping to maintain the high standards the firm is known for. As a Senior IFA Administrator, your responsibilities will include: Managing new business submissions across pensions, investments, and protection Processing fund switches, withdrawals, and provider communications Handling LOAs, gathering plan information and maintaining accurate client records Supporting the ongoing client review process, including preparing documentation, and processing follow-up actions Liaising with providers, clients, and internal teams to ensure cases progress efficiently Maintaining the back-office system (Intelligent Office) and ensuring data is accurate and audit-ready Assisting with more complex cases and acting as a point of support within the admin team As a senior member of the team, you'll be trusted to manage your own workload, prioritise effectively, and help maintain workflow standards across the pooled function. About You At least 3+ years' experience within an IFA/wealth management administration role Strong understanding of the financial planning process and associated compliance requirements Experience dealing with pensions, investments, and platform-based business Highly organised with excellent attention to detail Experience maintaining accurate records on back-office systems Confident communicating with advisers, providers, and clients Comfortable working both independently and as part of a collaborative team What's on Offer: Annual Discretionary Bonus A genuinely supportive, high-quality working environment Company Pension Scheme Death in Service (3x salary) Private Medical Insurance Medical Cash Plan 33 days holiday (25 days + 8 days public/bank holiday) This role would suit someone experienced, steady, and professional - someone who takes pride in their work and enjoys being a reliable part of a high-performing team. If you're looking to join a respected, Chartered independent financial advisory firm where quality matters and people genuinely enjoy working together, this could be a fantastic long-term move. Should you wish to apply for this role, please send your CV to Harry at Financial Divisions.
Mar 18, 2026
Full time
+ Bonus + Excellent Company Culture Our client is a wonderful privately owned and fully independent financial advisory firm, and is looking to appoint a career Senior IFA Administrator to work within their pooled administration team on a full-time basis out of their Maidstone office. With significant assets under management and a highly loyal client bank - the majority based in and around Kent - this is a business that has grown the right way: organically, through word-of-mouth referrals and long-standing professional connections. They also enjoy a strong referral stream from a well-established local accountancy firm, which means a consistent flow of quality clients. Our client has been operating for many years, offering whole of market advice to retirees, families, business owners, charities, trusts, and professional clients with investable assets ranging from £100k to £20m - delivering truly holistic financial planning across investments, pensions, retirement, and estate planning. We have worked closely with this firm for a number of years and have successfully placed 9 members of their team during that time - a reflection not only of their growth, but of the positive, long-term environment they offer. This is a high-calibre firm, and they are looking to welcome an experienced Senior IFA Administrator to the family. All Advisers are Chartered and operate to exceptionally high standards, with a genuine focus on doing what's right for the client. Just as importantly, they are a genuinely lovely group of people - professional, down-to-earth, and collaborative. It's a firm where people build long-term careers. If you're a career Senior IFA Administrator who takes real pride in your work and enjoys supporting others, this could be a brilliant long-term home. If the idea of passing on your knowledge, mentoring junior team members, and helping shape the next generation of administrators appeals to you - with the opportunity to step into more of a team lead position over time - you'll be genuinely valued here. The Role You'll play a key role in ensuring the smooth and compliant delivery of advice to clients. This is more than just processing - you'll be a key technical and organisational support to the Advisers and Paraplanners, helping to maintain the high standards the firm is known for. As a Senior IFA Administrator, your responsibilities will include: Managing new business submissions across pensions, investments, and protection Processing fund switches, withdrawals, and provider communications Handling LOAs, gathering plan information and maintaining accurate client records Supporting the ongoing client review process, including preparing documentation, and processing follow-up actions Liaising with providers, clients, and internal teams to ensure cases progress efficiently Maintaining the back-office system (Intelligent Office) and ensuring data is accurate and audit-ready Assisting with more complex cases and acting as a point of support within the admin team As a senior member of the team, you'll be trusted to manage your own workload, prioritise effectively, and help maintain workflow standards across the pooled function. About You At least 3+ years' experience within an IFA/wealth management administration role Strong understanding of the financial planning process and associated compliance requirements Experience dealing with pensions, investments, and platform-based business Highly organised with excellent attention to detail Experience maintaining accurate records on back-office systems Confident communicating with advisers, providers, and clients Comfortable working both independently and as part of a collaborative team What's on Offer: Annual Discretionary Bonus A genuinely supportive, high-quality working environment Company Pension Scheme Death in Service (3x salary) Private Medical Insurance Medical Cash Plan 33 days holiday (25 days + 8 days public/bank holiday) This role would suit someone experienced, steady, and professional - someone who takes pride in their work and enjoys being a reliable part of a high-performing team. If you're looking to join a respected, Chartered independent financial advisory firm where quality matters and people genuinely enjoy working together, this could be a fantastic long-term move. Should you wish to apply for this role, please send your CV to Harry at Financial Divisions.
