Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview Our Risk Advisory Services (RAS) team helps organisations understand, manage and respond to risk in an increasingly complex and fast moving environment. We work with a diverse portfolio of clients across the commercial and not for profit sectors, providing assurance and advisory support that strengthens governance, enhances controls and drives better decision making. As part of the team, you'll work on a wide range of internal audit, risk and advisory engagements, gaining exposure to different industries, business models and operating environments. You'll collaborate closely with colleagues across the firm, applying innovative approaches, data analytics and professional judgement to deliver insights that add real value for our clients. As a Senior Executive within Risk & Advisory Services (RAS), you will play an important role in delivering high quality internal audit, assurance and advisory services to our clients. You will work as a senior member of engagement teams, taking responsibility for defined areas of delivery while collaborating closely with Managers, Senior Managers, Directors and Partners. You will be hands on in the execution of engagements, building strong technical capability, developing professional judgement, and supporting the effective delivery of engagements. Alongside this, you will act as a role model for junior team members, helping to build a high performing and collaborative team environment. You'll be someone with: An inquisitive and proactive mindset, with the confidence to challenge constructively, think critically about risks and controls, and contribute ideas that enhance audit quality and ways of working. A recognised professional qualification (e.g. ACA, ACCA, CIA, CMIIA/MIIA, CCAB or equivalent), with relevant experience in risk management, internal audit and systems / controls testing. Awareness of compliance, legislative and wider market issues relevant to client organisations, and the ability to consider these when identifying risks and audit findings. Strong analytical and problem solving skills, with the ability to evaluate evidence, interpret data and support clear, well reasoned conclusions. Effective written and verbal communication skills, with the confidence to engage professionally with clients and colleagues and to explain issues clearly. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mar 17, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview Our Risk Advisory Services (RAS) team helps organisations understand, manage and respond to risk in an increasingly complex and fast moving environment. We work with a diverse portfolio of clients across the commercial and not for profit sectors, providing assurance and advisory support that strengthens governance, enhances controls and drives better decision making. As part of the team, you'll work on a wide range of internal audit, risk and advisory engagements, gaining exposure to different industries, business models and operating environments. You'll collaborate closely with colleagues across the firm, applying innovative approaches, data analytics and professional judgement to deliver insights that add real value for our clients. As a Senior Executive within Risk & Advisory Services (RAS), you will play an important role in delivering high quality internal audit, assurance and advisory services to our clients. You will work as a senior member of engagement teams, taking responsibility for defined areas of delivery while collaborating closely with Managers, Senior Managers, Directors and Partners. You will be hands on in the execution of engagements, building strong technical capability, developing professional judgement, and supporting the effective delivery of engagements. Alongside this, you will act as a role model for junior team members, helping to build a high performing and collaborative team environment. You'll be someone with: An inquisitive and proactive mindset, with the confidence to challenge constructively, think critically about risks and controls, and contribute ideas that enhance audit quality and ways of working. A recognised professional qualification (e.g. ACA, ACCA, CIA, CMIIA/MIIA, CCAB or equivalent), with relevant experience in risk management, internal audit and systems / controls testing. Awareness of compliance, legislative and wider market issues relevant to client organisations, and the ability to consider these when identifying risks and audit findings. Strong analytical and problem solving skills, with the ability to evaluate evidence, interpret data and support clear, well reasoned conclusions. Effective written and verbal communication skills, with the confidence to engage professionally with clients and colleagues and to explain issues clearly. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
About the Role: Grade Level (for internal use): 14 Position Summary: The role is responsible for leading the company's global tax strategy, compliance, and risk management across all non US jurisdictions, with a particular emphasis on transfer pricing. This senior leadership role ensures the company's international tax policies are robust, compliant, and aligned with business objectives, while proactively managing tax risks and optimizing the effective tax rate. The role will collaborate closely with other finance groups, legal, and business unit leaders worldwide. The Team: Operating in 22 countries with offices in APAC, EMEA and North America (primarily Centerville VA and London). You will report to the Global Head of Tax & Treasury. S&P Global has recently announced the intent to separate our Mobility Segment into a standalone public company. For more information, visit Responsibilities and Impact: Develop, implement, and monitor the company's international tax and transfer pricing strategy in line with global business objectives and compliance requirements. Lead all aspects of transfer pricing, including policy development, documentation, planning, and defense of transfer pricing audits. Oversee compliance with international tax laws, regulations, and reporting requirements (e.g., OECD BEPS, CbCR, DAC6, Pillar Two). Advise on cross border transactions, M&A activity, supply chain structuring, and business model optimization from a tax perspective. Manage relationships with external advisors and tax authorities, including leading responses to audits and inquiries. Monitor global tax developments and assess their impact on the company's tax position, recommending proactive strategies. Ensure accurate and timely completion of international tax filings, disclosures, and reporting. Support the Head of Tax & Treasury in global tax planning, risk management, and strategic initiatives. Build and lead a high performing international tax team, through a mixture of outsource, co source, and internal resources, fostering a culture of technical excellence and continuous improvement. Deliver training and guidance to internal stakeholders on international tax and transfer pricing matters. Given the position within the Tax & Treasury team there will be opportunity to become involved with Treasury matters. Compensation/Benefits Information: For US candidates only: The anticipated base salary range is $150,481 to $263,788. Final base salary will be based on the individual's geographic location, experience, skill set, training, licenses and certifications. The role is eligible for an annual incentive plan and additional S&P Global benefits. For more information on benefits, visit Basic Required Qualifications: Bachelor's or Master's degree in Tax, Accounting, Finance, Law, or related field; CPA, JD, or equivalent qualification preferred. 10+ years of progressive experience in international tax and transfer pricing, with significant exposure to US multinational environments. Deep technical expertise in global transfer pricing, international tax compliance, and cross border structuring. Strong understanding of US and international tax regulations, including OECD guidelines. Proven track record of managing tax audits and controversies in multiple jurisdictions. Excellent leadership, communication, and stakeholder management skills. Ability to work effectively in a dynamic, matrixed, and multicultural environment. Additional Preferred Qualifications: Experience in a Big 4 accounting firm and/or in house at a US publicly listed company. Experience with treasury. Project management and process improvement experience. Familiarity with tax technology and automation tools. Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. Job ID: 324038 Posted On: 2026-02-24 Location: London, United Kingdom
Mar 17, 2026
Full time
About the Role: Grade Level (for internal use): 14 Position Summary: The role is responsible for leading the company's global tax strategy, compliance, and risk management across all non US jurisdictions, with a particular emphasis on transfer pricing. This senior leadership role ensures the company's international tax policies are robust, compliant, and aligned with business objectives, while proactively managing tax risks and optimizing the effective tax rate. The role will collaborate closely with other finance groups, legal, and business unit leaders worldwide. The Team: Operating in 22 countries with offices in APAC, EMEA and North America (primarily Centerville VA and London). You will report to the Global Head of Tax & Treasury. S&P Global has recently announced the intent to separate our Mobility Segment into a standalone public company. For more information, visit Responsibilities and Impact: Develop, implement, and monitor the company's international tax and transfer pricing strategy in line with global business objectives and compliance requirements. Lead all aspects of transfer pricing, including policy development, documentation, planning, and defense of transfer pricing audits. Oversee compliance with international tax laws, regulations, and reporting requirements (e.g., OECD BEPS, CbCR, DAC6, Pillar Two). Advise on cross border transactions, M&A activity, supply chain structuring, and business model optimization from a tax perspective. Manage relationships with external advisors and tax authorities, including leading responses to audits and inquiries. Monitor global tax developments and assess their impact on the company's tax position, recommending proactive strategies. Ensure accurate and timely completion of international tax filings, disclosures, and reporting. Support the Head of Tax & Treasury in global tax planning, risk management, and strategic initiatives. Build and lead a high performing international tax team, through a mixture of outsource, co source, and internal resources, fostering a culture of technical excellence and continuous improvement. Deliver training and guidance to internal stakeholders on international tax and transfer pricing matters. Given the position within the Tax & Treasury team there will be opportunity to become involved with Treasury matters. Compensation/Benefits Information: For US candidates only: The anticipated base salary range is $150,481 to $263,788. Final base salary will be based on the individual's geographic location, experience, skill set, training, licenses and certifications. The role is eligible for an annual incentive plan and additional S&P Global benefits. For more information on benefits, visit Basic Required Qualifications: Bachelor's or Master's degree in Tax, Accounting, Finance, Law, or related field; CPA, JD, or equivalent qualification preferred. 10+ years of progressive experience in international tax and transfer pricing, with significant exposure to US multinational environments. Deep technical expertise in global transfer pricing, international tax compliance, and cross border structuring. Strong understanding of US and international tax regulations, including OECD guidelines. Proven track record of managing tax audits and controversies in multiple jurisdictions. Excellent leadership, communication, and stakeholder management skills. Ability to work effectively in a dynamic, matrixed, and multicultural environment. Additional Preferred Qualifications: Experience in a Big 4 accounting firm and/or in house at a US publicly listed company. Experience with treasury. Project management and process improvement experience. Familiarity with tax technology and automation tools. Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. Job ID: 324038 Posted On: 2026-02-24 Location: London, United Kingdom
Senior Microsoft 365 Administrator Location: Hertfordshire Benefit package including a bonus, healthcare, pension, pay reviews & other benefits. We're working with a growing organisation that is looking to recruit a Senior Microsoft 365 Administrator to play a pivotal role in the administration, optimisation, and ongoing evolution of its Microsoft 365 platform within a mature ITIL / ISO-aligned environment. This is an exciting role with career potential with an attractive organisation. This is a senior, hands-on role suited to someone who enjoys acting as a technical authority and trusted advisor (SME), leading complex initiatives like migrations and platform optimisation, while also mentoring juniors and helping shape best practice. You'll work closely with other teams to ensure Microsoft 365 services are secure, resilient, and aligned to the wider organisational goals. Key Responsibilities Leading the administration, management, and optimisation of Microsoft 365 services in line with organisational standards & best practice Owning and delivering migrations, updates, and optimisation initiatives, leveraging PowerShell scripting & automation Acting as an SME for complex escalations & troubleshooting across the Microsoft 365 estate Developing, documenting, and maintaining processes and procedures to drive consistency & efficiency Performing patch testing & patch management across end-user devices, ensuring correct governance and change controls are followed Mentoring and supporting junior IT team members, fostering skills development and technical maturity Collaborating cross-functionally to align Microsoft 365 initiatives with organisational strategy, driving continual improvement Monitoring and maintaining security, compliance, and governance across Microsoft 365 services, implementing controls to mitigate risk Providing technical leadership and expertise across Microsoft 365-related projects, ensuring successful delivery Staying current with emerging Microsoft technologies, proactively identifying opportunities for enhancement and optimisation Contributing to knowledge-sharing and training initiatives, ensuring teams are well equipped to support the platform Skills & Experience Required Experience working in Microsoft environments, with a strong focus on Microsoft 365 administration. Deep technical expertise across Microsoft 365, including Intune, Exchange Online, SharePoint Online, and Microsoft Teams Experience with Azure, PowerShell, MDM, MFA etc. Proven experience leading migrations, updates, and optimisation programmes, using PowerShell & automation Strong understanding of modern enterprise architecture, identity and access management, and security & compliance principles Excellent troubleshooting and problem-solving skills Able to operate independently and collaboratively Strong communication skills, with the ability to translate complex technical concepts to a wider audience Relevant certifications like Microsoft 365 Certified: Enterprise Administrator Expert, Modern Desktop Administrator Associate, or equivalent would be beneficial
Mar 16, 2026
Full time
Senior Microsoft 365 Administrator Location: Hertfordshire Benefit package including a bonus, healthcare, pension, pay reviews & other benefits. We're working with a growing organisation that is looking to recruit a Senior Microsoft 365 Administrator to play a pivotal role in the administration, optimisation, and ongoing evolution of its Microsoft 365 platform within a mature ITIL / ISO-aligned environment. This is an exciting role with career potential with an attractive organisation. This is a senior, hands-on role suited to someone who enjoys acting as a technical authority and trusted advisor (SME), leading complex initiatives like migrations and platform optimisation, while also mentoring juniors and helping shape best practice. You'll work closely with other teams to ensure Microsoft 365 services are secure, resilient, and aligned to the wider organisational goals. Key Responsibilities Leading the administration, management, and optimisation of Microsoft 365 services in line with organisational standards & best practice Owning and delivering migrations, updates, and optimisation initiatives, leveraging PowerShell scripting & automation Acting as an SME for complex escalations & troubleshooting across the Microsoft 365 estate Developing, documenting, and maintaining processes and procedures to drive consistency & efficiency Performing patch testing & patch management across end-user devices, ensuring correct governance and change controls are followed Mentoring and supporting junior IT team members, fostering skills development and technical maturity Collaborating cross-functionally to align Microsoft 365 initiatives with organisational strategy, driving continual improvement Monitoring and maintaining security, compliance, and governance across Microsoft 365 services, implementing controls to mitigate risk Providing technical leadership and expertise across Microsoft 365-related projects, ensuring successful delivery Staying current with emerging Microsoft technologies, proactively identifying opportunities for enhancement and optimisation Contributing to knowledge-sharing and training initiatives, ensuring teams are well equipped to support the platform Skills & Experience Required Experience working in Microsoft environments, with a strong focus on Microsoft 365 administration. Deep technical expertise across Microsoft 365, including Intune, Exchange Online, SharePoint Online, and Microsoft Teams Experience with Azure, PowerShell, MDM, MFA etc. Proven experience leading migrations, updates, and optimisation programmes, using PowerShell & automation Strong understanding of modern enterprise architecture, identity and access management, and security & compliance principles Excellent troubleshooting and problem-solving skills Able to operate independently and collaboratively Strong communication skills, with the ability to translate complex technical concepts to a wider audience Relevant certifications like Microsoft 365 Certified: Enterprise Administrator Expert, Modern Desktop Administrator Associate, or equivalent would be beneficial
Tax Associate DirectorForvis MazarsBolton About The Team: We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end-to-end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market.This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices. What You'll Do: You will develop claim methodologies, and prepare R&D tax relief claims for submission to the HMRC for Forvis Mazars clients You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC and their behalf. You will write technical descriptions of client's projects, while preparing documentation to support R&D claims, based on UK BIS guidelines You will coach and review the work completed by the junior staff within your team. Strong technical knowledge of UK R&D Tax and preparation of R&D claims. What You'll Bring: (Based Skills, Knowledge & Experience X4-5 max) Strong technical knowledge of UK R&D Tax and preparation of R&D claims. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. Location: - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.- Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.Ready to Grow , Belong , and Impact At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
Mar 16, 2026
Full time
Tax Associate DirectorForvis MazarsBolton About The Team: We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end-to-end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market.This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices. What You'll Do: You will develop claim methodologies, and prepare R&D tax relief claims for submission to the HMRC for Forvis Mazars clients You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC and their behalf. You will write technical descriptions of client's projects, while preparing documentation to support R&D claims, based on UK BIS guidelines You will coach and review the work completed by the junior staff within your team. Strong technical knowledge of UK R&D Tax and preparation of R&D claims. What You'll Bring: (Based Skills, Knowledge & Experience X4-5 max) Strong technical knowledge of UK R&D Tax and preparation of R&D claims. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. Location: - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.- Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.Ready to Grow , Belong , and Impact At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
Commercial, dynamic, energetic, creative, curious, pragmatic, influential, inspiring, kind. do these words describe you? If yes, then this is a fantastic opportunity to join and collaborate with like hearted HR Director superstars in the People Puzzles community. Where? Well located near to Glasgow, to support clients across the City and surrounding areas. Who are you? A highly successful CPO, CHRO, People/HR Director or Senior HR Consultant that loves to help businesses unlock their potential and drive through people solutions that change lives. You might be looking for an alternative to corporate life and are excited to work with SME businesses/entrepreneurial leaders? You possess strong technical HR skills, yet you also have a solid grasp of business concepts and naturally excel at developing and implementing business strategies that align seamlessly with People strategies. You may want more control over your working life? Perhaps you have dipped your toe into the consulting world and now you are looking to take the plunge? You love to collaborate and you are looking to join a network of like minded, commercial People Directors who are there to support each other and ultimately SME business owners. You enjoy building trusting relationships across all levels and are comfortable influencing at board level. You like your "trusted advisor" status and have excellent stakeholder management skills. You tend to always exceed expectations and wow! You are seeking to have a more flexible work life balance with good earnings potential. You want to control how many days you work (with the earnings potential that matches it). You thrive in a fast paced environment and enjoy discovering and implementing innovative, commercially viable solutions while engaging everyone in the process. In essence, you are a catalyst for action, leveraging your intelligence, charisma, and vibrant energy to get things done. And what about us? We are an award winning fractional HR consultancy with 80+ of the UK's most trusted people experts, delivering business transformation through proven people strategies and chosen by over 1000 ambitious business leaders. Requirements Main Responsibilities: Lead the delivery of HR solutions to our client businesses; business and strategic HR planning, culture change, business transformation, change management, leadership development, organisational design, D&I, wellbeing, L&D & Talent Management Full accountability for managing your portfolio of clients and working in partnership with the whole team to ensure a first class HR service is provided Work with the Regional Director and our marketing team to support the process for attracting and gaining new clients Skills & Experience: Proven experience inputting into the strategic direction of the business & partnering with the Board & Senior Executive team Business consultancy skills: ability to spot opportunities and influence at all levels Ideally be CIPD (L7) qualified or equivalent A strong "people person" with a natural ability to lead teams and nurture and build relationships Credible and able to "connect" with SME business owners Autonomous, tech savvy and organised - you genuinely love and seek out new ways to work and embrace technology Commercial - you are a business person "who does HR". You see the big picture Pragmatic, you work strategically but are happy to roll your sleeves up and get stuck in A great listener, and even better at asking great questions, you'll wake up every day and think "how do I add value and do something special for my clients today?" We believe in "Team". We attract individuals who can put their energies into being part of our team and fully embrace all aspects of working as part of our local and national teams. Jacqui is one of our fractional People Directors, read her story here. "People Puzzles is a progressive organisation that cares about its team and treats you as an individual, helping and supporting you to achieve your dreams and ambitions." Network You will have access to an amazing community of People Directors who are always ready to support each other. In addition to this, we have carefully chosen strategic national partnerships that enhance our services and provide support to our People Directors. It's a win situation! CPD We provide CPD offerings and we always embrace the ethos of continuous learning and growth. Learning. We are proud of our culture. Our four core values "win/win, always passionate, still learning and be pragmatic" provide the foundation on which the culture is built. We seek individuals who are aligned with our culture and values. Marketing We have a creative marketing team that is constantly brainstorming ideas to boost awareness and generate new opportunities. Sales and business development Our team of Regional Directors play a crucial role in assisting you in expanding your portfolio. As with any endeavour, the effort you invest directly correlates with the rewards you receive, so we encourage your active participation to make your Puzzles journey both successful and fulfilling. There is some scope for client work to be remote, although most client work is onsite so interested applicants will need to be within easy commute of all the areas listed above. If you are shortlisted you will be required to complete a behavioural assessment and a background/identity check.
Mar 16, 2026
Full time
Commercial, dynamic, energetic, creative, curious, pragmatic, influential, inspiring, kind. do these words describe you? If yes, then this is a fantastic opportunity to join and collaborate with like hearted HR Director superstars in the People Puzzles community. Where? Well located near to Glasgow, to support clients across the City and surrounding areas. Who are you? A highly successful CPO, CHRO, People/HR Director or Senior HR Consultant that loves to help businesses unlock their potential and drive through people solutions that change lives. You might be looking for an alternative to corporate life and are excited to work with SME businesses/entrepreneurial leaders? You possess strong technical HR skills, yet you also have a solid grasp of business concepts and naturally excel at developing and implementing business strategies that align seamlessly with People strategies. You may want more control over your working life? Perhaps you have dipped your toe into the consulting world and now you are looking to take the plunge? You love to collaborate and you are looking to join a network of like minded, commercial People Directors who are there to support each other and ultimately SME business owners. You enjoy building trusting relationships across all levels and are comfortable influencing at board level. You like your "trusted advisor" status and have excellent stakeholder management skills. You tend to always exceed expectations and wow! You are seeking to have a more flexible work life balance with good earnings potential. You want to control how many days you work (with the earnings potential that matches it). You thrive in a fast paced environment and enjoy discovering and implementing innovative, commercially viable solutions while engaging everyone in the process. In essence, you are a catalyst for action, leveraging your intelligence, charisma, and vibrant energy to get things done. And what about us? We are an award winning fractional HR consultancy with 80+ of the UK's most trusted people experts, delivering business transformation through proven people strategies and chosen by over 1000 ambitious business leaders. Requirements Main Responsibilities: Lead the delivery of HR solutions to our client businesses; business and strategic HR planning, culture change, business transformation, change management, leadership development, organisational design, D&I, wellbeing, L&D & Talent Management Full accountability for managing your portfolio of clients and working in partnership with the whole team to ensure a first class HR service is provided Work with the Regional Director and our marketing team to support the process for attracting and gaining new clients Skills & Experience: Proven experience inputting into the strategic direction of the business & partnering with the Board & Senior Executive team Business consultancy skills: ability to spot opportunities and influence at all levels Ideally be CIPD (L7) qualified or equivalent A strong "people person" with a natural ability to lead teams and nurture and build relationships Credible and able to "connect" with SME business owners Autonomous, tech savvy and organised - you genuinely love and seek out new ways to work and embrace technology Commercial - you are a business person "who does HR". You see the big picture Pragmatic, you work strategically but are happy to roll your sleeves up and get stuck in A great listener, and even better at asking great questions, you'll wake up every day and think "how do I add value and do something special for my clients today?" We believe in "Team". We attract individuals who can put their energies into being part of our team and fully embrace all aspects of working as part of our local and national teams. Jacqui is one of our fractional People Directors, read her story here. "People Puzzles is a progressive organisation that cares about its team and treats you as an individual, helping and supporting you to achieve your dreams and ambitions." Network You will have access to an amazing community of People Directors who are always ready to support each other. In addition to this, we have carefully chosen strategic national partnerships that enhance our services and provide support to our People Directors. It's a win situation! CPD We provide CPD offerings and we always embrace the ethos of continuous learning and growth. Learning. We are proud of our culture. Our four core values "win/win, always passionate, still learning and be pragmatic" provide the foundation on which the culture is built. We seek individuals who are aligned with our culture and values. Marketing We have a creative marketing team that is constantly brainstorming ideas to boost awareness and generate new opportunities. Sales and business development Our team of Regional Directors play a crucial role in assisting you in expanding your portfolio. As with any endeavour, the effort you invest directly correlates with the rewards you receive, so we encourage your active participation to make your Puzzles journey both successful and fulfilling. There is some scope for client work to be remote, although most client work is onsite so interested applicants will need to be within easy commute of all the areas listed above. If you are shortlisted you will be required to complete a behavioural assessment and a background/identity check.
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank. Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Mar 16, 2026
Full time
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank. Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank. Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Mar 16, 2026
Full time
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank. Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Accounts Senior Location: Newport Salary: DOE Hours: 37.5 hours per week (Monday to Friday, 8:30am - 5:00pm with flexibility as required) We are seeking an experienced Accounts Senior to join our Client Advisory team in Newport. This is a client-facing position where you will take ownership of accounts assignments from planning through to completion, acting as the main point of contact for your clients while supporting junior team members. Main Duties Preparation and completion of limited company statutory accounts Preparation of management accounts Reconciling control accounts Acting as first point of contact for clients during accounts assignments Managing assignments to completion, ensuring deadlines are met Clearing review points and addressing follow-up queries until sign-off Keeping managers informed of progress and any client issues Identifying and raising potential time overruns promptly Responding to ad hoc client queries professionally and efficiently Supporting and overseeing junior colleagues Maintaining and developing technical knowledge through CPD and webinars Using Xero and other accountancy software packages effectively Skills required Strong experience preparing limited company accounts Experience supervising or reviewing junior staff work Proficient in Xero and other accounting software Ideally experienced with Pro Audit (Auto Automation) and CCH Accounts Production Confident communicator, able to explain technical matters clearly Professional, objective and client-focused Comfortable discussing complex matters directly with clients Approachable and supportive team member High standards of professionalism and presentation Benefits 30 days holiday (including bank holidays) Life assurance (2x salary) Pension scheme ICAEW/ACCA subscriptions paid In-house gym If you are looking to progress your career within a supportive and professional environment, please click APPLY
Mar 16, 2026
Full time
Accounts Senior Location: Newport Salary: DOE Hours: 37.5 hours per week (Monday to Friday, 8:30am - 5:00pm with flexibility as required) We are seeking an experienced Accounts Senior to join our Client Advisory team in Newport. This is a client-facing position where you will take ownership of accounts assignments from planning through to completion, acting as the main point of contact for your clients while supporting junior team members. Main Duties Preparation and completion of limited company statutory accounts Preparation of management accounts Reconciling control accounts Acting as first point of contact for clients during accounts assignments Managing assignments to completion, ensuring deadlines are met Clearing review points and addressing follow-up queries until sign-off Keeping managers informed of progress and any client issues Identifying and raising potential time overruns promptly Responding to ad hoc client queries professionally and efficiently Supporting and overseeing junior colleagues Maintaining and developing technical knowledge through CPD and webinars Using Xero and other accountancy software packages effectively Skills required Strong experience preparing limited company accounts Experience supervising or reviewing junior staff work Proficient in Xero and other accounting software Ideally experienced with Pro Audit (Auto Automation) and CCH Accounts Production Confident communicator, able to explain technical matters clearly Professional, objective and client-focused Comfortable discussing complex matters directly with clients Approachable and supportive team member High standards of professionalism and presentation Benefits 30 days holiday (including bank holidays) Life assurance (2x salary) Pension scheme ICAEW/ACCA subscriptions paid In-house gym If you are looking to progress your career within a supportive and professional environment, please click APPLY
Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client's existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid's compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £38,000 gross per annum 20 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required Group Pension scheme Reach your career goals with outstanding training and progression, including internal and external training programmes Full sponsorship for financial advice qualifications Study days for relevant examinations Access to free financial advice and support Cycle to Work Scheme Company social events
Mar 16, 2026
Full time
Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client's existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid's compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £38,000 gross per annum 20 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required Group Pension scheme Reach your career goals with outstanding training and progression, including internal and external training programmes Full sponsorship for financial advice qualifications Study days for relevant examinations Access to free financial advice and support Cycle to Work Scheme Company social events
Junior IT Support Desk Advisor Location: Cirencester, GL7 6JS Flexible working options are available Salary: Grade 3: £23,061 - £24,685 DOE Vacancy Type: Permanent, full-time The University has been at the forefront of agricultural education for 180 years and is globally renowned for its links with industry and courses that are designed to meet the demands of the changing land-based sector. IT Support at the University is key to the success of the University by the enabling of academic staff, the enrichment of curriculum and of both face-to-face and distance learning. The Support Desk team provides software, systems and hardware support to staff, students and other users. This person will be an important member of the team undertaking support activities as directed and working directly with users to provide IT support and escalate issues to enable resolution. The IT & Estates team are looking for a Junior IT Support Desk Advisor to join the team to provide first line support and triage to end-users (staff, students and visitors to the university), providing solutions where possible, and escalating to more senior team members when required. They will be involved in the day to day operational tasks of maintenance and support for software and hardware on campus, and will be expected to keep up to date with developments in the field and the ongoing requirements of the university to grow their knowledge and understanding in order to provide high standards of support. This role would be an excellent development opportunity for those who have an aptitude for computers and IT but don't necessarily have formal training in this area. Key requirements for the successful candidate are excellent customer service skills, the ability to accurately gather, record and clearly communicate customer issues and needs, and experience in following complex, technical instructions. The University is set in beautiful surroundings and offers a range of Staff Benefits including a 35-hour working week, a generous 30 days annual leave entitlement plus bank holidays (pro rata for part time posts), pension scheme, free and guaranteed parking on campus, discounted catering facilities, discounted onsite gym, free library services, employee assistance programme, occupational health and counselling services, cycle to work scheme and staff development opportunities. Further details of the full range of staff benefits available can be found on their website. To Apply If you feel you are a suitable candidate and would like to work for this reputable University, please proceed through the following link to be redirected to their website to complete your application. Closing date : Monday, 06 April 2026; Interview date : Tuesday, 21 April 2026 The University is an equal opportunities employer and they particularly welcome applications from black and minority ethnic candidates as they are under-represented within the University at this level
Mar 16, 2026
Full time
Junior IT Support Desk Advisor Location: Cirencester, GL7 6JS Flexible working options are available Salary: Grade 3: £23,061 - £24,685 DOE Vacancy Type: Permanent, full-time The University has been at the forefront of agricultural education for 180 years and is globally renowned for its links with industry and courses that are designed to meet the demands of the changing land-based sector. IT Support at the University is key to the success of the University by the enabling of academic staff, the enrichment of curriculum and of both face-to-face and distance learning. The Support Desk team provides software, systems and hardware support to staff, students and other users. This person will be an important member of the team undertaking support activities as directed and working directly with users to provide IT support and escalate issues to enable resolution. The IT & Estates team are looking for a Junior IT Support Desk Advisor to join the team to provide first line support and triage to end-users (staff, students and visitors to the university), providing solutions where possible, and escalating to more senior team members when required. They will be involved in the day to day operational tasks of maintenance and support for software and hardware on campus, and will be expected to keep up to date with developments in the field and the ongoing requirements of the university to grow their knowledge and understanding in order to provide high standards of support. This role would be an excellent development opportunity for those who have an aptitude for computers and IT but don't necessarily have formal training in this area. Key requirements for the successful candidate are excellent customer service skills, the ability to accurately gather, record and clearly communicate customer issues and needs, and experience in following complex, technical instructions. The University is set in beautiful surroundings and offers a range of Staff Benefits including a 35-hour working week, a generous 30 days annual leave entitlement plus bank holidays (pro rata for part time posts), pension scheme, free and guaranteed parking on campus, discounted catering facilities, discounted onsite gym, free library services, employee assistance programme, occupational health and counselling services, cycle to work scheme and staff development opportunities. Further details of the full range of staff benefits available can be found on their website. To Apply If you feel you are a suitable candidate and would like to work for this reputable University, please proceed through the following link to be redirected to their website to complete your application. Closing date : Monday, 06 April 2026; Interview date : Tuesday, 21 April 2026 The University is an equal opportunities employer and they particularly welcome applications from black and minority ethnic candidates as they are under-represented within the University at this level
Senior Trading Operations Manager We're looking for an exceptional Senior Trading Operations Manager to lead our broking operations function and drive commercial performance, operational efficiency, and trading discipline across our Retail division. You will be a core member of the l Trading Operations Director's Senior Leadership Team (SLT), working collaboratively to drive operational and commercial improvements across the division. You will lead a multidisciplinary team - responsible for Regional Operations Managers and Quality Assurance - ensuring a consistent, data driven, and performance focused approach across our broking operations. This role is remote, with travel required across our regional offices What You'll Be Doing Leading the Trading Operations strategy to uplift commercial performance, EBITDA margin, and operational efficiency. Driving data led decision making, ensuring insight, KPIs and reporting inform business actions. Overseeing the Quality Assurance function to ensure consistent, compliant trading behaviours. Identifying inefficiencies and delivering continuous improvement across trading processes. Partnering with senior stakeholders across Retail, Broking, Operations, Compliance, L&D and Integration. Providing leadership, coaching and development to a remote team. Supporting acquisitions through MI review, risk assessment, and integration planning. Contributing to SLT priorities as a key advisor to the Retail Trading Operations Director. What We're Looking For As our Senior Trading Operations Manager, you're a supportive but focused people manager who knows how to get the best from your team. You use data and insight to guide decisions, solve problems and improve trading processes. You're comfortable working with a range of colleagues, offering clear direction and helping your team stay accountable. Above all, you care about making practical improvements that strengthen performance and support the business. You'll ideally have: Demonstrable experience in a broking or trading focused insurance environment. Strong people leadership skills, with experience managing remote teams. Excellent Excel skills, including handling, analysing and interpreting complex data. Proven ability to influence stakeholders at all levels, including senior leaders. Strong operational awareness and the ability to drive measurable improvements. Experience using Acturis (nice to have). Familiarity with Power BI or other analytics tools (nice to have). Rewards & Benefits: When you join us,you can expecta supportive cultureandanattractive range ofrewards and benefitswhich include: Competitive salary with an annual pay review and bonus scheme 27 days annual leave (includes a day off for your birthday and another for a religious holiday of your choice) plus bank holidays Auto enrolment into our excellent pension scheme (5% employer matched contribution) Flex-benefits- A range of flexible benefits to choose from, that are most important to you Group Life Assurance cover 3 months Maternity, Paternity & Adoption leave all fully paid Professional qualification study support relevant to your role and career Perks at work- amazing discounts on cinema tickets, meals out, luxury items etc. Holiday purchase scheme- up to 5 days annually About Jensten Group Jensten is one of the UK's leading insurance intermediary groups, known for putting clients and people first. Since launching in 2018, we've built a standout business in a crowded marketplace - combining scale, deep technical expertise and entrepreneurial spirit. Operating through six specialist divisions - Network Broking, Regional Broking, Schemes Broking, Specialist Lines, London Market Broking and Underwriting - we deliver tailored insurance solutions directly to clients and through a network of trusted third party broking partners. Thanks to strong organic growth and a strategic acquisition programme, Jensten is now a Top 10 Independent Broker, placing more than £650 million GWP into the market. We employ around 1,000 colleagues across 35 locations and support 85 entrepreneurial franchise holders nationwide. Our purpose - "Protecting today, empowering tomorrow" - reflects the role we play for our clients, our communities and each other. Our people bring this to life every day through our values: Caring, Curious, Skilled and Bold. We sit in a unique space between large consolidators and local brokers - big enough to offer capability and influence, yet agile enough to maintain the culture, autonomy and client focus of a truly independent business.
Mar 16, 2026
Full time
Senior Trading Operations Manager We're looking for an exceptional Senior Trading Operations Manager to lead our broking operations function and drive commercial performance, operational efficiency, and trading discipline across our Retail division. You will be a core member of the l Trading Operations Director's Senior Leadership Team (SLT), working collaboratively to drive operational and commercial improvements across the division. You will lead a multidisciplinary team - responsible for Regional Operations Managers and Quality Assurance - ensuring a consistent, data driven, and performance focused approach across our broking operations. This role is remote, with travel required across our regional offices What You'll Be Doing Leading the Trading Operations strategy to uplift commercial performance, EBITDA margin, and operational efficiency. Driving data led decision making, ensuring insight, KPIs and reporting inform business actions. Overseeing the Quality Assurance function to ensure consistent, compliant trading behaviours. Identifying inefficiencies and delivering continuous improvement across trading processes. Partnering with senior stakeholders across Retail, Broking, Operations, Compliance, L&D and Integration. Providing leadership, coaching and development to a remote team. Supporting acquisitions through MI review, risk assessment, and integration planning. Contributing to SLT priorities as a key advisor to the Retail Trading Operations Director. What We're Looking For As our Senior Trading Operations Manager, you're a supportive but focused people manager who knows how to get the best from your team. You use data and insight to guide decisions, solve problems and improve trading processes. You're comfortable working with a range of colleagues, offering clear direction and helping your team stay accountable. Above all, you care about making practical improvements that strengthen performance and support the business. You'll ideally have: Demonstrable experience in a broking or trading focused insurance environment. Strong people leadership skills, with experience managing remote teams. Excellent Excel skills, including handling, analysing and interpreting complex data. Proven ability to influence stakeholders at all levels, including senior leaders. Strong operational awareness and the ability to drive measurable improvements. Experience using Acturis (nice to have). Familiarity with Power BI or other analytics tools (nice to have). Rewards & Benefits: When you join us,you can expecta supportive cultureandanattractive range ofrewards and benefitswhich include: Competitive salary with an annual pay review and bonus scheme 27 days annual leave (includes a day off for your birthday and another for a religious holiday of your choice) plus bank holidays Auto enrolment into our excellent pension scheme (5% employer matched contribution) Flex-benefits- A range of flexible benefits to choose from, that are most important to you Group Life Assurance cover 3 months Maternity, Paternity & Adoption leave all fully paid Professional qualification study support relevant to your role and career Perks at work- amazing discounts on cinema tickets, meals out, luxury items etc. Holiday purchase scheme- up to 5 days annually About Jensten Group Jensten is one of the UK's leading insurance intermediary groups, known for putting clients and people first. Since launching in 2018, we've built a standout business in a crowded marketplace - combining scale, deep technical expertise and entrepreneurial spirit. Operating through six specialist divisions - Network Broking, Regional Broking, Schemes Broking, Specialist Lines, London Market Broking and Underwriting - we deliver tailored insurance solutions directly to clients and through a network of trusted third party broking partners. Thanks to strong organic growth and a strategic acquisition programme, Jensten is now a Top 10 Independent Broker, placing more than £650 million GWP into the market. We employ around 1,000 colleagues across 35 locations and support 85 entrepreneurial franchise holders nationwide. Our purpose - "Protecting today, empowering tomorrow" - reflects the role we play for our clients, our communities and each other. Our people bring this to life every day through our values: Caring, Curious, Skilled and Bold. We sit in a unique space between large consolidators and local brokers - big enough to offer capability and influence, yet agile enough to maintain the culture, autonomy and client focus of a truly independent business.
Account Manager & Customer Service Advisor Location: Leeds Hours: 37.5 hours per week Working Pattern: Monday - Friday 9:00am - 5:00pm (rotational Saturdays) Salary: Competitive Discretionary £2,000 Annual Bonus (based on KPI performance) Job Type: Permanent, Full Time About the Role We are recruiting confident, personable and customer-focused Telesales & Customer Service Advisors to join a busy and growing drinks distribution business based in Leeds. This opportunity is ideal for someone with a hospitality background, such as bar staff, supervisors, restaurant managers or hotel team members, who understands drinks, stock control, upselling and customer relationships, and has experience selling to customers over the phone. As a Customer Service and Telesales Advisor, you will use your product knowledge and communication skills to support business customers while driving sales growth. You will manage a mixture of inbound and outbound calls, speaking daily with licensed venues and business customers, building relationships, processing orders and identifying opportunities to increase product range and spend. The successful Customer Service and Telesales Advisor will be confident discussing products, making recommendations and delivering excellent service in a fast-paced, target-driven environment. If you're comfortable discussing products, making recommendations and delivering excellent service under pressure, this Telesales & Customer Service Advisor role allows you to use your industry knowledge in a commercial, results-focused setting. Key Responsibilities • Manage a daily outbound call diary to existing customers • Convert inbound calls into planned outbound sales activity • Build strong relationships with regular account customers • Process orders accurately using internal systems • Promote new product lines, seasonal offers and own-brand ranges • Identify gaps in supply and recommend relevant products • Take ownership of resolving customer queries and complaints • Support Account Managers with administration and new business support • Arrange deliveries and log technical issues where required • Maintain accurate records using Excel and internal systems What We're Looking For This role would suit someone who has: Strong drinks or product knowledge (Essential) Experience in hospitality (bar, restaurant, pub, hotel or events) Experience upselling or recommending products to customers Confidence handling phone conversations A professional and personable telephone manner Strong communication and relationship-building skills Good organisation and attention to detail Basic Microsoft Excel skills A proactive, target-driven mindset Full training on systems will be provided, industry knowledge and confidence speaking about products is a strong advantage. Bonus & Benefits • Discretionary annual bonus up to £2,000 (based on KPI performance) • Clear KPIs and structured targets • core working hours • Supportive office team environment • Genuine progression opportunities into sales or account management • Full product and systems training provided • Growing, stable business within the drinks industry This role is ideal for someone who enjoys speaking to people, understands hospitality environments, and wants to build a long-term career in sales while working regular office hours.
Mar 16, 2026
Full time
Account Manager & Customer Service Advisor Location: Leeds Hours: 37.5 hours per week Working Pattern: Monday - Friday 9:00am - 5:00pm (rotational Saturdays) Salary: Competitive Discretionary £2,000 Annual Bonus (based on KPI performance) Job Type: Permanent, Full Time About the Role We are recruiting confident, personable and customer-focused Telesales & Customer Service Advisors to join a busy and growing drinks distribution business based in Leeds. This opportunity is ideal for someone with a hospitality background, such as bar staff, supervisors, restaurant managers or hotel team members, who understands drinks, stock control, upselling and customer relationships, and has experience selling to customers over the phone. As a Customer Service and Telesales Advisor, you will use your product knowledge and communication skills to support business customers while driving sales growth. You will manage a mixture of inbound and outbound calls, speaking daily with licensed venues and business customers, building relationships, processing orders and identifying opportunities to increase product range and spend. The successful Customer Service and Telesales Advisor will be confident discussing products, making recommendations and delivering excellent service in a fast-paced, target-driven environment. If you're comfortable discussing products, making recommendations and delivering excellent service under pressure, this Telesales & Customer Service Advisor role allows you to use your industry knowledge in a commercial, results-focused setting. Key Responsibilities • Manage a daily outbound call diary to existing customers • Convert inbound calls into planned outbound sales activity • Build strong relationships with regular account customers • Process orders accurately using internal systems • Promote new product lines, seasonal offers and own-brand ranges • Identify gaps in supply and recommend relevant products • Take ownership of resolving customer queries and complaints • Support Account Managers with administration and new business support • Arrange deliveries and log technical issues where required • Maintain accurate records using Excel and internal systems What We're Looking For This role would suit someone who has: Strong drinks or product knowledge (Essential) Experience in hospitality (bar, restaurant, pub, hotel or events) Experience upselling or recommending products to customers Confidence handling phone conversations A professional and personable telephone manner Strong communication and relationship-building skills Good organisation and attention to detail Basic Microsoft Excel skills A proactive, target-driven mindset Full training on systems will be provided, industry knowledge and confidence speaking about products is a strong advantage. Bonus & Benefits • Discretionary annual bonus up to £2,000 (based on KPI performance) • Clear KPIs and structured targets • core working hours • Supportive office team environment • Genuine progression opportunities into sales or account management • Full product and systems training provided • Growing, stable business within the drinks industry This role is ideal for someone who enjoys speaking to people, understands hospitality environments, and wants to build a long-term career in sales while working regular office hours.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. We'll help you succeed Our clients trust us because of the quality of our advice . That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively . You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview As an Assistant Manager, you'll play a key role in delivering high-quality financial reporting services while developing your technical expertise in a supportive team environment. We offer excellent training and development opportunities to help you grow professionally. You'll work with a diverse client base-from SMEs to listed companies-under UK GAAP and IFRS frameworks. Your responsibilities will include managing a portfolio of complex clients, preparing statutory accounts, and leading financial reporting advisory engagements. You'll also oversee client relationships, monitor project performance, plan resource needs, and review work prepared by junior team members. In addition to client delivery, you'll be part of the Northern Financial Reporting management team, contributing to strategic growth and supporting departmental initiatives such as coaching and mentoring, business development, and ensuring compliance with internal policies and risk management procedures. You'll be someone with: Qualified ACA, ACCA or equivalent. Previous experience in a management role. Strong working knowledge of UK and international reporting standards (including UK GAAP and UK-adopted IFRS) and related financial reporting requirements. Previous experience preparing and reviewing statutory accounts, consolidations and cash flows. Business development experience - able to contribute to the identification and conversion of opportunities to services. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business . We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive , people-centred culture . From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side . Our agile working framework helps us stay connected, bringing teams together whe re and whe n it counts so they can share ideas and help one another . At BDO, you'll always have access to the people and resources you need to do your best work . We know that c ollaboration is the key to creating value for our clients and satisfying experiences at work , so w e 've invested in state-of-the-art collaboration spaces in our offices . BDO's people represent a wealth of knowledge and expertise , and w e'll encourage you to build your network , work alongside others , and share your skills and experiences . With a range of multidisciplinary events and dedicated resources , you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6, 500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise . We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mar 16, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. We'll help you succeed Our clients trust us because of the quality of our advice . That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively . You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview As an Assistant Manager, you'll play a key role in delivering high-quality financial reporting services while developing your technical expertise in a supportive team environment. We offer excellent training and development opportunities to help you grow professionally. You'll work with a diverse client base-from SMEs to listed companies-under UK GAAP and IFRS frameworks. Your responsibilities will include managing a portfolio of complex clients, preparing statutory accounts, and leading financial reporting advisory engagements. You'll also oversee client relationships, monitor project performance, plan resource needs, and review work prepared by junior team members. In addition to client delivery, you'll be part of the Northern Financial Reporting management team, contributing to strategic growth and supporting departmental initiatives such as coaching and mentoring, business development, and ensuring compliance with internal policies and risk management procedures. You'll be someone with: Qualified ACA, ACCA or equivalent. Previous experience in a management role. Strong working knowledge of UK and international reporting standards (including UK GAAP and UK-adopted IFRS) and related financial reporting requirements. Previous experience preparing and reviewing statutory accounts, consolidations and cash flows. Business development experience - able to contribute to the identification and conversion of opportunities to services. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business . We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive , people-centred culture . From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side . Our agile working framework helps us stay connected, bringing teams together whe re and whe n it counts so they can share ideas and help one another . At BDO, you'll always have access to the people and resources you need to do your best work . We know that c ollaboration is the key to creating value for our clients and satisfying experiences at work , so w e 've invested in state-of-the-art collaboration spaces in our offices . BDO's people represent a wealth of knowledge and expertise , and w e'll encourage you to build your network , work alongside others , and share your skills and experiences . With a range of multidisciplinary events and dedicated resources , you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6, 500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise . We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Tax Associate DirectorForvis MazarsBolton About The Team: We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end-to-end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market.This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices. What You'll Do: You will develop claim methodologies, and prepare R&D tax relief claims for submission to the HMRC for Forvis Mazars clients You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC and their behalf. You will write technical descriptions of client's projects, while preparing documentation to support R&D claims, based on UK BIS guidelines You will coach and review the work completed by the junior staff within your team. Strong technical knowledge of UK R&D Tax and preparation of R&D claims. What You'll Bring: (Based Skills, Knowledge & Experience X4-5 max) Strong technical knowledge of UK R&D Tax and preparation of R&D claims. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. Location: - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.- Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.Ready to Grow , Belong , and Impact At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
Mar 16, 2026
Full time
Tax Associate DirectorForvis MazarsBolton About The Team: We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end-to-end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market.This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices. What You'll Do: You will develop claim methodologies, and prepare R&D tax relief claims for submission to the HMRC for Forvis Mazars clients You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC and their behalf. You will write technical descriptions of client's projects, while preparing documentation to support R&D claims, based on UK BIS guidelines You will coach and review the work completed by the junior staff within your team. Strong technical knowledge of UK R&D Tax and preparation of R&D claims. What You'll Bring: (Based Skills, Knowledge & Experience X4-5 max) Strong technical knowledge of UK R&D Tax and preparation of R&D claims. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. Location: - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.- Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.Ready to Grow , Belong , and Impact At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business. We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank.Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Must be proficient in MS Office (Word, Excel, PowerPoint, etc). Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management
Mar 16, 2026
Full time
We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business. We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank.Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Must be proficient in MS Office (Word, Excel, PowerPoint, etc). Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management
Lime People Search & Select Ltd
Harrogate, Yorkshire
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for: Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports. Researching and producing client recommendations. Writing reports as directed Providing technical support and back up to the Directors. Carrying out client portfolio reviews. Providing analysis and detailed research for pension transfers and retirement reports. Keeping up to date with legislation changes and FCA requirements. To assist with the smooth running of the Department to support the Directors and comply with the compliance procedures for the Company. We are seeking an experienced Paraplanner with 2+ years experience working within Paraplanning and Writing Suitability Reports. You should be experienced at completing Client Reviews, as the focus of this role is on the Review side, rather than on New Business. Ideally you will be Level 4 Diploma qualified, or be very close to achieving your Diploma, coupled with the relevant Paraplanning experience required. This role is predominantly Office based, however there may be the opportunity to be working 1 day a week from home. A great salary and working environment is offered for the role.
Mar 16, 2026
Full time
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for: Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports. Researching and producing client recommendations. Writing reports as directed Providing technical support and back up to the Directors. Carrying out client portfolio reviews. Providing analysis and detailed research for pension transfers and retirement reports. Keeping up to date with legislation changes and FCA requirements. To assist with the smooth running of the Department to support the Directors and comply with the compliance procedures for the Company. We are seeking an experienced Paraplanner with 2+ years experience working within Paraplanning and Writing Suitability Reports. You should be experienced at completing Client Reviews, as the focus of this role is on the Review side, rather than on New Business. Ideally you will be Level 4 Diploma qualified, or be very close to achieving your Diploma, coupled with the relevant Paraplanning experience required. This role is predominantly Office based, however there may be the opportunity to be working 1 day a week from home. A great salary and working environment is offered for the role.
Lime People Search & Select Ltd
Chesterfield, Derbyshire
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning. We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team. Specifically you'll be responsible for: Client suitability reports and analysis, technical research, record keeping and processing new business, illustrations, risk profiling and cashflow forecasts; Helping in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports and attitude to risk profiling; Building relationships with both new and existing clients over the phone, by email and, when necessary, by attending face-to-face meetings. We are seeking an experienced Paraplanner, ideally Level 4 qualified with 2-3 years experience, with strong product knowledge and good understanding of FCA rules and regulations. You will have excellent report writing skills, and have worked across Pensions, Investments & Tax Planning. You'll be rewarded with a salary of c£30-37k +bens including a company bonus scheme, company pension and flexible working, there is the possibility of home-working for this role.
Mar 16, 2026
Full time
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning. We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team. Specifically you'll be responsible for: Client suitability reports and analysis, technical research, record keeping and processing new business, illustrations, risk profiling and cashflow forecasts; Helping in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports and attitude to risk profiling; Building relationships with both new and existing clients over the phone, by email and, when necessary, by attending face-to-face meetings. We are seeking an experienced Paraplanner, ideally Level 4 qualified with 2-3 years experience, with strong product knowledge and good understanding of FCA rules and regulations. You will have excellent report writing skills, and have worked across Pensions, Investments & Tax Planning. You'll be rewarded with a salary of c£30-37k +bens including a company bonus scheme, company pension and flexible working, there is the possibility of home-working for this role.
Senior Operations Analyst page is loaded Senior Operations Analystlocations: London - UKtime type: fulltimeposted on: Vandaag geplaatstjob requisition id: RThe Operations Analyst will be part of a small and important team who work with key stakeholders across Wholesale underwriting, Claims, IT, Change and Data to deliver a process improvement framework for strategic change and identify opportunities for incremental improvements within existing processes. We're all about people We win together We strive for better We enjoy the everyday We think further Who we are: Business Unit overview: The London Market division is comprised of three underwriting divisions (Marine & Energy, Specialty and Professional Financial Risks), as well as an award winning claims team, operations, and strategic business development. We have staff around the world with a significant presence in Asia and the US, in addition to the hub in the London. London Market is going through a period of change, shifting from focusing on traditional processing activities to a 21st century operating model that will position the company for future scalable growth. Operations comprises four functions: Underwriting Support Services, Governance & Delegated, and Operations Excellence and Communications & Engagement.Part of Markel Group (NYSE - MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory, and investment operations around the world. What you'll be doing: Support the Operations Director in delivery of London Market operations strategy Partner with London Market underwriting, claims and support teams to find opportunities for process improvement and automation Develop and maintain Operational Management Information reporting and KPIs in Power BI or similar application Support Operations with business issue analysis and resolution Conduct and support regular process review activities, updating documentation where necessary and communicating across teams. Support the delivery of international projects by coordinating London Market operational activities e.g. Operational resilience, BCP, Enterprise workflow Support new methodologies, tools, and technical developments (Automation, AI) which support process efficiency and effectiveness. Key Skills: Working experience in automation capabilities, including AI agents, Copilot or other emerging applications Experience in process optimization, with a focus on identifying improvement opportunities and delivering solutions Interest in data and reporting methodology including Power BI dashboards A strong ability to build relationships and communicate clearly to both technical and non-technical audiences, with the ability to influence a variety of stakeholders Experience or qualifications in Lean Six Sigma methodologies would be beneficial but not essential Delivery focused with a hands-on approach, with high energy levels and self-motivation Experience with or interest in Microsoft Power Apps (Power BI, Power Automate), Alteryx, or similar tools would be beneficial but not essential Experience within Insurance, in particular the London Market, would be useful but not essential A great starting salary plus annual bonus & strong benefits package Up to 16% company pension scheme, Private medical and dental cover, Menopause plan, emergency care benefit (children/Pets/dependants) Income protection, Life assurance, electric car scheme, travel insurance 25 days paid holiday plus Bank Holidays, with the opportunity to buy/sell extra leave As well as other great benefits on offer there are countless opportunities to learn new skills and develop in your career!If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward, reach their full potential and seize opportunities. You'll find your fit amongst our diverse global community of optimists and problem-solvers. We're always pushing each other to think further because we believe that when we strive for better and realise our potential, we can help others reach theirs. Join us and play your part in something special! Choose 'Apply Now' to fill out our short application, so that we can find out more about you.At Markel we are all about the people , celebrating the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also happy to consider candidates who are looking for flexible working patterns.We will ensure that individuals are provided with any reasonable accommodations to be able to participate in the job application or interview process and to perform essential job functions if successful. Please contact us via email at or call us at to request any accommodations or adjustments that may be needed, including alternative formats of documents or information on how to apply offline.
Mar 16, 2026
Full time
Senior Operations Analyst page is loaded Senior Operations Analystlocations: London - UKtime type: fulltimeposted on: Vandaag geplaatstjob requisition id: RThe Operations Analyst will be part of a small and important team who work with key stakeholders across Wholesale underwriting, Claims, IT, Change and Data to deliver a process improvement framework for strategic change and identify opportunities for incremental improvements within existing processes. We're all about people We win together We strive for better We enjoy the everyday We think further Who we are: Business Unit overview: The London Market division is comprised of three underwriting divisions (Marine & Energy, Specialty and Professional Financial Risks), as well as an award winning claims team, operations, and strategic business development. We have staff around the world with a significant presence in Asia and the US, in addition to the hub in the London. London Market is going through a period of change, shifting from focusing on traditional processing activities to a 21st century operating model that will position the company for future scalable growth. Operations comprises four functions: Underwriting Support Services, Governance & Delegated, and Operations Excellence and Communications & Engagement.Part of Markel Group (NYSE - MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory, and investment operations around the world. What you'll be doing: Support the Operations Director in delivery of London Market operations strategy Partner with London Market underwriting, claims and support teams to find opportunities for process improvement and automation Develop and maintain Operational Management Information reporting and KPIs in Power BI or similar application Support Operations with business issue analysis and resolution Conduct and support regular process review activities, updating documentation where necessary and communicating across teams. Support the delivery of international projects by coordinating London Market operational activities e.g. Operational resilience, BCP, Enterprise workflow Support new methodologies, tools, and technical developments (Automation, AI) which support process efficiency and effectiveness. Key Skills: Working experience in automation capabilities, including AI agents, Copilot or other emerging applications Experience in process optimization, with a focus on identifying improvement opportunities and delivering solutions Interest in data and reporting methodology including Power BI dashboards A strong ability to build relationships and communicate clearly to both technical and non-technical audiences, with the ability to influence a variety of stakeholders Experience or qualifications in Lean Six Sigma methodologies would be beneficial but not essential Delivery focused with a hands-on approach, with high energy levels and self-motivation Experience with or interest in Microsoft Power Apps (Power BI, Power Automate), Alteryx, or similar tools would be beneficial but not essential Experience within Insurance, in particular the London Market, would be useful but not essential A great starting salary plus annual bonus & strong benefits package Up to 16% company pension scheme, Private medical and dental cover, Menopause plan, emergency care benefit (children/Pets/dependants) Income protection, Life assurance, electric car scheme, travel insurance 25 days paid holiday plus Bank Holidays, with the opportunity to buy/sell extra leave As well as other great benefits on offer there are countless opportunities to learn new skills and develop in your career!If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward, reach their full potential and seize opportunities. You'll find your fit amongst our diverse global community of optimists and problem-solvers. We're always pushing each other to think further because we believe that when we strive for better and realise our potential, we can help others reach theirs. Join us and play your part in something special! Choose 'Apply Now' to fill out our short application, so that we can find out more about you.At Markel we are all about the people , celebrating the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also happy to consider candidates who are looking for flexible working patterns.We will ensure that individuals are provided with any reasonable accommodations to be able to participate in the job application or interview process and to perform essential job functions if successful. Please contact us via email at or call us at to request any accommodations or adjustments that may be needed, including alternative formats of documents or information on how to apply offline.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing VAT Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals as well as public sector and not for profit entities. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Job Description This role will provide VAT advisory services to a wide range of organisations. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients including being involved in special assignments on an ad hoc basis, whilst ensuring the Firm's quality and risk standards are met. The role will be supported by the VAT Director and VAT Partner. Responsibilities Provide VAT advisory services with some compliance element to a wide range of clients, getting involved in special assignments on an ad hoc basis. Ensure the Firm's quality control procedures are adhered to as appropriate, and the Firm's professional standards are met. Highlight risk, quality control and technical matters to the Partner/ Director, whilst exercising judgement within agreed parameters. Develop professional relationships with clients and within the Firm, adapting the approach for the relevant audience. Take ownership and manage a portfolio of clients including client take on and engagement; billings and recovery rates; and debt management. To act as a key point of contact within the Firm for the client, together with the Partner/ Director. This will involve responding promptly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients. There will be an expectation that you will take full responsibility for project delivery on the portfolio. Ensure assignments are completed within agreed budgets and timescales and keep client/ Partner/ Director informed of overruns. Liaise with HMRC and other stakeholders. Self-development and continuing professional education with a view to progressing within the Firm. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Requirements An in depth, up to date, technical knowledge of VAT and the ability to deal with complex issues Project and staff management experience Ability to manage a client portfolio profitably Experience of dealing with client management and HMRC CTA and/or ACA qualified or experienced within HMRC Demonstrable VAT advisory experience Take personal responsibility for own decisions and actions. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mar 16, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing VAT Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals as well as public sector and not for profit entities. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Job Description This role will provide VAT advisory services to a wide range of organisations. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients including being involved in special assignments on an ad hoc basis, whilst ensuring the Firm's quality and risk standards are met. The role will be supported by the VAT Director and VAT Partner. Responsibilities Provide VAT advisory services with some compliance element to a wide range of clients, getting involved in special assignments on an ad hoc basis. Ensure the Firm's quality control procedures are adhered to as appropriate, and the Firm's professional standards are met. Highlight risk, quality control and technical matters to the Partner/ Director, whilst exercising judgement within agreed parameters. Develop professional relationships with clients and within the Firm, adapting the approach for the relevant audience. Take ownership and manage a portfolio of clients including client take on and engagement; billings and recovery rates; and debt management. To act as a key point of contact within the Firm for the client, together with the Partner/ Director. This will involve responding promptly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients. There will be an expectation that you will take full responsibility for project delivery on the portfolio. Ensure assignments are completed within agreed budgets and timescales and keep client/ Partner/ Director informed of overruns. Liaise with HMRC and other stakeholders. Self-development and continuing professional education with a view to progressing within the Firm. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Requirements An in depth, up to date, technical knowledge of VAT and the ability to deal with complex issues Project and staff management experience Ability to manage a client portfolio profitably Experience of dealing with client management and HMRC CTA and/or ACA qualified or experienced within HMRC Demonstrable VAT advisory experience Take personal responsibility for own decisions and actions. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Finance Business Partner Location: North Yorkshire Working Pattern: Hybrid Salary: £65-80k DOE About the Role We are seeking a proactive and commercially minded Finance Business Partner to join our team. This is a high-impact role where you will work closely with operational and strategic leaders to drive performance, support decision-making, and ensure strong financial governance across the organisation. As a key liaison between Finance and the wider business, you will translate financial insights into action, influence strategic direction, and contribute to long-term planning and growth. Key Responsibilities Partner with operational and department leaders to provide financial insight, challenge assumptions, and support robust decision-making. Prepare, analyse, and present monthly management accounts, forecasts, and performance reports. Lead the budgeting and reforecasting processes, ensuring accuracy, transparency, and alignment with organisational priorities. Monitor financial performance, highlighting risks, opportunities, and efficiency improvements. Support strategic projects, business cases, and investment appraisals with clear financial modelling and scenario analysis. Ensure strong financial controls and adherence to compliance and governance standards. Build strong working relationships across the business, acting as a trusted advisor. About You We're looking for someone who combines technical finance expertise with strong commercial awareness and excellent communication skills. You'll thrive in a role where you can influence, collaborate, and make a genuine impact. Essential Skills & Experience Fully qualified accountant (e.g., ACA, ACCA, CIMA) or equivalent. Experience in a Finance Business Partner, Commercial Finance, or similar analytical role. Strong budgeting, forecasting, and financial analysis skills. Ability to translate complex data into meaningful insight for non-finance stakeholders. Comfortable working in a fast-paced environment with competing priorities. Excellent stakeholder management and communication skills. Knowledge of financial modelling and advanced Excel skills. Experience contributing to organisational growth or transformation projects. What We Offer A collaborative and supportive working environment. Opportunities for professional development and progression. Competitive salary and benefits package.
Mar 16, 2026
Full time
Finance Business Partner Location: North Yorkshire Working Pattern: Hybrid Salary: £65-80k DOE About the Role We are seeking a proactive and commercially minded Finance Business Partner to join our team. This is a high-impact role where you will work closely with operational and strategic leaders to drive performance, support decision-making, and ensure strong financial governance across the organisation. As a key liaison between Finance and the wider business, you will translate financial insights into action, influence strategic direction, and contribute to long-term planning and growth. Key Responsibilities Partner with operational and department leaders to provide financial insight, challenge assumptions, and support robust decision-making. Prepare, analyse, and present monthly management accounts, forecasts, and performance reports. Lead the budgeting and reforecasting processes, ensuring accuracy, transparency, and alignment with organisational priorities. Monitor financial performance, highlighting risks, opportunities, and efficiency improvements. Support strategic projects, business cases, and investment appraisals with clear financial modelling and scenario analysis. Ensure strong financial controls and adherence to compliance and governance standards. Build strong working relationships across the business, acting as a trusted advisor. About You We're looking for someone who combines technical finance expertise with strong commercial awareness and excellent communication skills. You'll thrive in a role where you can influence, collaborate, and make a genuine impact. Essential Skills & Experience Fully qualified accountant (e.g., ACA, ACCA, CIMA) or equivalent. Experience in a Finance Business Partner, Commercial Finance, or similar analytical role. Strong budgeting, forecasting, and financial analysis skills. Ability to translate complex data into meaningful insight for non-finance stakeholders. Comfortable working in a fast-paced environment with competing priorities. Excellent stakeholder management and communication skills. Knowledge of financial modelling and advanced Excel skills. Experience contributing to organisational growth or transformation projects. What We Offer A collaborative and supportive working environment. Opportunities for professional development and progression. Competitive salary and benefits package.
