Mortgage Advisor - Landmark Private Finance

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• BDO UK

  

  Financial Services Advisory Prudential Manager/Senior Manager

  hace 3 días

  LONDON

  Ideas | People | Trust We are 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 will 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 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 will 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 will 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 executives, directors, and BDO’s partners to help our clients achieve their objectives. You will be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Overview This role is within the Prudential & Authorisations Team (“P&A Team”) where you will focus on prudential risk management (e.g. capital, liquidity, recovery planning, and solvent wind-down planning) for financial institutions in particular banks and building societies. Key areas of focus are ICAAP/ILAAP, Recovery Planning, Basel 3.1, ESG, strong and simple regime, resolution planning and capital optimisation. Nevertheless, there will also be an opportunity to also work across other types of firms such as investment and payment service firms. Our portfolio is growing and the role provides great potential for longer-term career progression for the right candidate in this rapidly developing advisor area of BDO’s service offering. We are looking for someone with: • In-depth prudential regulatory experience gained in the industry, consulting or as a regulator (or combination thereof);, • Strong technical knowledge of UK prudential regulation; ideally both capital, liquidity and recovery planning;, • Strong project management skills with track-record of delivering complex projects;, • Strong communication and report writing skills; the candidate will also be a confident speaker to deliver effective training sessions and webinars both to client/colleagues;, • An excellent understanding of the EU and UK financial services legislation, including the UK CRR, CRD, and familiarity with the Prudential Regulation Authority’s Rulebook and the Financial Conduct Authority’s Handbook; Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. We value diversity and you will be able to be yourself; we recognise and value you for who you are and celebrate and reward your contributions to the business. We are committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, the team, and the specific task at hand. At BDO, we will 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 are in it together! We are 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 are 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 have a clear purpose, and we are confident in our future, because adapt and evolve 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.

• Forvis Mazars

  

  Indirect Tax Advisory Manager - Financial Services

  hace 2 días

  London

  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. Are you looking to make an impact as an Indirect Tax Advisory Manager in Financial Services? Are you looking to join our successful and reputable tax practice? Are you looking to further your career with an expanding global accounting and consulting firm? Then apply to the role today! What You'll Do: Your role as an Indirect Tax Advisory Manager in our Financial Services team will include: • Manage a portfolio of clients as the main point of contact for indirect tax, develop your portfolio to grow your base of profitable work., • Develop a portfolio of businesses to target, using your business development skills to start new relationships and generate new work for indirect tax and other teams., • Work with colleagues across the firm to contribute to proposals for new work and provide technical input to tax-wide projects., • Contribute to the indirect tax leadership team with ideas on management, projects, strategy and focus. What You'll Bring: • The position would suit a current Assistant Manager or Manager with strong technical, business development and personal skills including an experienced Assistant Manager seeking progression., • The individual should have a strong interest in the technical side of VAT and should expect a high level of technical work commensurate with the role., • Substantial experience in VAT advisory work, ideally including a good knowledge of financial services, funds industry or insurance VAT issues, specific UK tax experience essential., • CTA or legally qualified. 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. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: ___ – Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts. Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!

• Forvis Mazars

  

  Corporate Finance Director - TMT

  hace 1 día

  London

  Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. As a TMT Sector Focused Corporate Finance Director, you will take responsibility for further developing the TMT M&A service line within Forvis Mazars through the delivery of a high-quality service across a range of clients (large corporates, privately owned businesses and private equity funds) , including advising on disposals, acquisitions, fundraisings and management buyouts. You will also have a key role to play in leading the development of the TMT offering across the UK firm (all lines of service) and globally as the new partner leading the TMT sector in M&A is also the leader of the sector for the firm in the UK and you will work closely with him to build and implement theUK and Global firmwide strategy. Role & Responsibilities • Build strong relationships with potential TMT clients and counterparties across a range of Private Equity funds, privately owned businesses and large corporates., • Originate and lead deals, taking key role in executing transactions., • Take a lead role in preparing and delivering pitches and proposals., • Take a lead role in business development including networking and building relationships and identifying and targeting potential mandates., • Responsible for preparing and reviewing transaction documentation and financial models – business plans, management presentations, information memorandum and financial forecasts., • Take the lead role in project managing transactions, acting as a primary contact for the client and providing support and advice as required., • Manage team members to deliver high quality output as well as ensuring that risk management procedures are adhered to and completed., • Sector experience in UK TMT critical - ideally as an advisor as well as working directly in the TMT sector (note one or other may work also), • Sector experience in Global TMT preferred, • Qualified to ACA or ACCA (or equivalent)., • Excellent written and verbal communication and presentation skills., • Experience of running Corporate Finance lead advisory assignments., • High level of commitment to and experience in business development., • Existing network of contacts amongst TMT focused intermediaries and/or potential clients., • A strong team player who understands the importance of developing a positive team spirit and enjoys working in a collaborative and entrepreneurial environment., • Active desire to grow and develop the TMT M&A business., • Active desire to grow and develop the UK and Global cross line of service TMT business of the firm., • Ability to identify issues through sound analysis and application of commercial acumen in all situations., • Ability to express ideas with authority and conviction throughout verbal and written communication., • Ambition and keen to “make a difference” to clients and the firm., • Ability to develop self and others. At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.

• Forvis Mazars

  

  Financial Services Tax - Manager

  hace 1 día

  London

  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. About The Team: Our Financial Services practice is an important part of our wider business. With over 35 FS partners and 700 specialist staff in the UK, our growing team provides tailored services to asset management, FinTech, banking and capital markets, insurance and real estate clients. Tax is an integral part of these services. What draws us together is a shared passion for using our FS industry experience and deep service line knowledge to provide bespoke client advice. What You'll Do: • The focus of the role is to help drive and lead across our UK FS corporate tax client engagements incorporating a broad mix of advisory, compliance and audit work across asset management, banking, capital markets and insurance and supporting with the tax technical development of the wider team., • There will be a need to undertake research where required and support with the delivery of cross-border tax compliance, advisory and tax audit engagements., • Help deliver high-quality work for clients and profitable outcomes for the business through use of best practices, technology and alignment with Firm policies., • Qualified at ACA, CA, CTA or equivalent level., • Strong interest in financial services and related tax issues with experience in delivering UK corporate tax engagements for clients across FS sectors., • Good awareness of broader tax, international tax, regulatory and accounting areas., • Able to manage projects, meet deadlines and manage engagement economics., • In line with the Firm's general guidance, work from the London office an average of 3 days a week to drive the delivery and delegation of tax compliance work to junior team members. 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 and 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. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: ___ – Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts. Ready to Grow, Belong and Impact? Apply now and join us at Forvis Mazars!

• Fisher Investments

  

  Financial Planner

  hace 3 días

  LONDON

  The Opportunity: The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm. The Day-to-Day: • Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:, • Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown advice, • Inheritance tax and Estate Planning, including of trust planning, • Tax-efficient cash flow strategies using cash-flow analyses, • Optimise Investments – Reviewing suitability of investment wrappers and optimising tax efficiency, • University graduate or equivalent combination of education and a competent level of client facing experience, • Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning, • Level 6/Chartered status would be attractive but not essential, • Genuine desire to provide a high standard of advice and service to clients, • Manage complexity and coordinate across several departments under strict timelines, • You are engaging and can connect with a wide array of audiences by phone and email, • Exceptional organisational skills, effective diary management and adhering to deadlines The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians. It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents, • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays, • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees, • $10,000* fertility, hormonal health and family-forming benefit, • A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions, • Gym subsidy of up to £50 per month, • Employee Assistance Program and other emotional wellbeing services, • A collaborative working environment that practises ongoing training, educational support and employee appreciation events FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

• Mazars

  

  Financial Services Tax - Manager

  hace 3 días

  London

  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 an... ZIPC1_UKTJ

• Walker Hamill

  

  Fund Accountant

  hace 5 días

  London

  REF: RI53874 Job Title: Fund Accountant Industry: Venture Capital Employment Type: 6 Month Contract - Starts Early January 2026, and Could Lead to Something Permanent Location: London Salary Guide: £70,000 - £75,000 Pro Rata + Bonus + Benefits Our client, a leading venture capital firm based in central London are looking for a Fund Accountant to join their finance team. Reporting into the Head of Funds ... ZIPC1_UKTJ

• Walker Hamill

  

  Group Finance Manager

  hace 12 días

  London

  REF: EV53869 Job Title: Group Finance Manager Industry: Software / Tech Employment Type: Contract - Interim Location: London Salary Guide: £68,000 - £75,000 The successful candidate for this Group Finance Manager role will be a qualified accountant with proven group management accounting experience in a fast-paced environment. This hands-on role involves driving integration, implementing improvements, a... ZIPC1_UKTJ