Wealth management jobs in Newcastle Upon TyneCreate job alerts

We are proud to be supporting a leading firm of Chartered Accountants in Newcastle upon Tyne in their search for an experienced and technically accomplished Private Client Tax Manager to join a well-established and highly regarded tax team. This is a role that combines genuine technical depth with a high-quality client base and a firm that has built a strong reputation in the North East market, offering flexible working, a company pension, and much more for the right individual. Crowe Watson Recruitment works exclusively within the accountancy profession, and that singular focus is something that makes a genuine difference to the quality of the service candidates receive. The team has a thorough understanding of the private client tax market across the North East and beyond, and approaches every search with the same level of care, diligence, and honesty that has earned Crowe Watson a reputation as one of the most trusted names in specialist accountancy recruitment across the UK. If you are considering your options, a conversation with Crowe Watson is always time well spent. As Private Client Tax Manager, you will take ownership of a varied and prestigious portfolio of high-net-worth individuals, trusts, and estates, delivering expert compliance and advisory services across a broad range of complex personal tax matters. Newcastle upon Tyne has a thriving and diverse business community, and the firm’s private client base reflects the depth and quality of wealth management and professional advisory work available in the region. Working closely with partners and senior stakeholders, you will also play a meaningful role in developing the junior members of the team and contributing to the continued growth and success of a practice that has a genuine and exciting future ahead of it. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you. Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience. Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction. Key Responsibilities • Managing a portfolio of private clients including high-net-worth individuals, trusts, and estates, • Delivering expert advice across income tax, capital gains tax, and inheritance tax, • Reviewing self-assessment tax returns and overseeing the compliance process, • Building and maintaining strong, trusted client relationships as a key point of contact, • Mentoring and supporting the development of junior members of the tax team, • Liaising with HMRC on client matters including enquiries and investigationsRequirements, • CTA and/or ACA/ACCA qualified with a strong private client tax background, • At least five years' experience working within a UK Practice environment, • Proven experience managing a portfolio of private clients with technical accuracy and confidence, • Strong knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts, • Excellent communication and interpersonal skills with a confident client-facing manner, • Organised, detail-oriented, and able to manage competing deadlines effectively

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity.We are a team of passionate professionals and every

Head of Talent & Development True Potential Newcastle upon Tyne (Hybrid working - 3 days per week in the office) Middlemore are delighted to be partnering exclusively with True Potential, a leading UK Financial Services organisation, to appoint their new Head of Talent & Development. This is a pivotal leadership role within the People function, responsible for shaping and delivering the organisation’s talent, leadership, learning, and capability agenda. Reporting to the Chief People Officer, you will play a key role in ensuring the business has the leadership capability, succession pipelines, and workforce skills required to deliver its strategic objectives. True Potential provides financial advice, investment solutions, and technology-enabled wealth management services to over 500,000 clients across the UK. Combining regulated advice with proprietary technology, the This is an exceptional opportunity to make a significant impact within a high-growth, people-focused Financial Services organisation. The Opportunity Talent, Leadership & Capability • Develop and deliver a talent strategy aligned to business priorities and future capability needs., • Lead succession planning, talent reviews, and leadership development programmes., • Design and deliver initiatives for emerging leaders and high-potential talent., • Build and embed a scalable, enterprise-wide talent development approach in a greenfield environment. Resourcing • Provide strategic oversight of the Resourcing function., • Lead and develop the Resourcing team, ensuring best-practice hiring and an exceptional candidate experience., • Build talent pipelines and workforce planning approaches that support future growth and transformation. Learning & Development • Lead the organisation-wide learning strategy, including professional, technical, and regulatory development., • Oversee the design and delivery of scalable, modern learning solutions., • Ensure effective governance of mandatory training and professional qualifications., • Stakeholder Leadership & Continuous Improvement, • Partner with senior leaders to identify capability gaps and development opportunities., • Act as a trusted advisor on leadership effectiveness, organisational capability, and culture., • Manage external providers, budgets, and programme delivery., • Use data and insights to evaluate impact and drive continuous improvement. About you You will be an experienced Talent & Development leader with a proven track record of delivering organisation-wide talent, leadership, and capability strategies within complex and transformational environments. You'll bring: • Significant experience in Talent Management, Learning & Development, Leadership Development, or Organisational Development., • A strong track record of designing and delivering talent and leadership frameworks., • Experience leading recruitment or resourcing functions., • Proven experience building a Talent & Development strategy in a greenfield or evolving environment., • A hands-on/roll sleeves up approach., • Strong stakeholder management and influencing skills with credibility at senior and executive level., • Experience within a regulated environment, ideally Financial Services. What this role offers This is a unique opportunity to join a highly successful business going through significant positive change under new leadership. This role will have the freedom to create an effective new strategy and build/lead a small team to help deliver this across the business. Key aspects include: • With strong buy in from leaders, this is great opportunity to create a strategy from scratch and make a huge impact on the existing and future talent of the organisation., • An opportunity to define and drive success in the business., • Create and build a small team., • A blank sheet of paper opportunity where own ideas can be implemented. This is a truly exciting opportunity to shape the future talent, leadership, and capability agenda of one of the UK’s leading financial services organisations. If you are passionate about developing people, building future leaders, and driving organisational performance through talent and learning, we would love to hear from you.

Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.\n\nWe are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.\n\nSpecifically you will be responsible for:\n\n Preparing analysis of client’s existing portfolio\n\n Provision of technical support to Advisers\n\n Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)\n\n Working closely with the Adviser to research and formulate appropriate advice\n\n Preparation of Recommendation Reports and supplementary documentation\n\n Adherence to compliance procedures, core values and high standards of client service\n\n Regular liaison with product providers, account managers and clients\n\n Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs\n\nIdeally 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.\n\nA great salary and working environment is offered along with a great benefits structure as below:\n\n A full-time position\n\n Up-to £40,000 gross per annum (depending upon experience level)\n\n 25 days holiday entitlement + bank holidays\n\n Annual pay review with performance linked pay increases\n\n 9-5.30pm, access to flexible working hours when required, and remote working possible (2-3 days / week)\n\n Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser\n\n Full sponsorship for financial advice qualifications\n\n Study days for relevant examinations\n\n * Company social events

Location: Newcastle upon Tyne\nHybrid Working: 1 day office / 4 days home\nSalary: £55,000 Basic + Bonus (OTE £80,000)\n\nThe Opportunity\n\nDue to significant growth, we are recruiting a number of Paraplanners to join a rapidly expanding Technical Planning Team within one of the UK's leading wealth management businesses.\n\nThis team plays a crucial role in supporting financial advisers by producing high-quality Advice Reports and technical recommendations, allowing advisers to spend more time meeting clients and less time on administration.\n\nWith adviser numbers increasing and substantial growth plans in place, this is an opportunity to join a business that is investing heavily in its paraplanning function and offering genuine earning potential.\n\nThe Role\n\nWorking as part of an established team, you will be responsible for producing Advice Reports and technical recommendations across a broad range of financial planning areas, including:\n\n Pensions\n\n Investments\n\n Retirement Planning\n\n Protection\n\n Tax Planning\n\n Wealth Management Solutions\n\nYou will analyse client information, assess objectives and circumstances, conduct research and produce clear, compliant suitability reports that support advisers in delivering high-quality financial advice.\n\nWhat's Different About This Opportunity?\n\nUnlike many traditional paraplanning roles, there is a strong performance-related earning opportunity.\n\nParaplanners receive additional payments for completed Advice Reports, with many team members producing around two reports per day.\n\nThis means:\n\n £55,000 basic salary\n\n Realistic OTE of circa £80,000\n\n Clear link between output and earnings\n\nAbout You\n\nWe would be interested in speaking with candidates who are:\n\n Level 4 Diploma qualified\n\n Part-qualified and actively studying\n\n Qualified by experience within a paraplanning role\n\nYou will ideally have experience producing suitability reports and supporting advisers within a regulated wealth management environment.\n\nBenefits\n\n £55,000 basic salary\n\n OTE circa £80,000\n\n Hybrid working (1 day office / 4 days home)\n\n Established and growing technical planning team\n\n Long-term career progression\n\n Supportive and collaborative culture

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity.We are a team of passionate professionals and every

• DFM/MPS solutions sales, • Client contact, • Relationship Management Are you a driven sales professional with experience working with IFAs and Wealth Managers? Do you thrive in a fast-paced, office-based environment where your success is directly rewarded? We’re partnering with a highly reputable asset management firm seeking a Business Development Associate to join their expanding team. This is an exciting opportunity to play a key role in driving growth, developing client relationships, and making a real impact. What You'll Be Doing: • Become an expert in the company’s investment products and how they benefit financial advisers., • Proactively source and engage new clients through targeted outreach, calls, and meetings., • Manage and enhance the sales pipeline, ensuring the CRM is always up to date., • Work towards and exceed ambitious sales targets., • Collaborate closely with sales and marketing teams to optimize business development strategies., • Represent the company at roadshows and industry events, building your profile within the sector., • Deliver exceptional service, ensuring long-term client relationships and continued success. What We're Looking For:, • Proven experience working with IFAs, Wealth Managers, or Financial Advisers – either directly or in a sales capacity., • 2+ years in a sales or business development role, ideally within financial services., • Those currently in a Wealth Management setting will also be considered., • A results-driven mindset with a strong track record of meeting and exceeding targets., • Excellent relationship-building skills and the confidence to engage with senior decision-makers., • Strong time management, communication, and interpersonal skills. This is a fantastic opportunity to take your career to the next level in a high-energy, office-based sales environment. If you’re ambitious, proactive, and eager to succeed, we want to hear from you! Apply today and be part of a business that values talent, ambition, and results

Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst). Are you a Business Analyst looking to tak

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ London or UK Remote | 💰£125,000-£155,000 (dependent on experience) + Stock Options + | ✨ ⭐Our User Research team.. Our mission is to make money work for everyone. Our research team is pivotal in helping us achieve that mission. Our research team at Monzo is currently made up of around 20 User Researchers, who spend most of their time embedded in multi-discipline teams focusing on different areas, like Wealth products, Borrowing products or Operations. We also have a small research leadership team, and a research operations lead who makes sure we're set up to do our jobs and have the space to innovate safely. The team User Research team is led by Katherine Vaughan who is Director of User Research. Our discipline lives in the Design team at Monzo, along with Product Design and Brand Design. Design is lead by our Chief Design Officer, Vuokko Aro. Find out more about how we work on the Monzo Design _. What you’ll be working on: • Managing a team of user researchers focusing on expanding into new markets, • Driving our approach to new markets by applying first-principles thinking while making use of existing knowledge and localisation tools, • Keeping stakeholders across Monzo informed about the specific needs of consumers and businesses as we expand and making sure action is taken as a result, • Increasing visibility of key research insights, • Working in partnership with the Director of Research to make sure everyone in the research team is working on the highest impact areas, and individuals have autonomy to make those decisions where possible., • Understanding your direct reports well, so you can place them where they fit, for impact, growth and happiness., • Developing sustainable ways of nurturing all talent within the Research team., • Leading forums that allow the whole research team to feed into decisions and shape the team., • Working with Research Operations and the Research Director to scale team systems and processes as we grow., • Continually raising the standard of research through timely feedback, and improved processes and rituals., • Hiring brilliant, diverse User Researchers, and ensuring a smooth onboarding process for them., • Making sure the team has an active presence in the external community and is appealing to a diverse set of researchers. Your day-to-day • Work within a critical business area to develop and deliver a product strategy, including building a deep understanding of customer needs and market opportunities, and how we’ll differentiate ourselves and grow., • Providing support for direct reports, through clear development goals, timely updates and feedback, and regular 1:1s., • Collaborate with and influence key stakeholders across the organisation, including the wider product teams, company leadership, marketing, compliance, legal, regulatory affairs and more to get alignment and support for the strategy., • Work closely with design, product, marketing data and engineering leadership in your areas to set the right conditions for the teams to do their best work and problem solve our key customer needs., • Shaping development practices, like progression frameworks, across the wider team., • Taking an active role in our Design Leadership team., • Continually educating everyone at Monzo, including senior stakeholders, on what research can and can’t be used for. You should apply if: • You have experience working as a User Researcher Manager in a high growth product or technology organisation, • You have experience expanding products into new countries, leading user research for expansion efforts, • You have experience and a deep understanding of the types of decisions and methods to take when tailoring products for local markets, • You enjoy bringing momentum to projects, unblocking progress and focusing on achieving the most exciting outcomes (not the fanciest outputs), • You care about the quality of the product that sits in our users’ hands, and the overall experience they have with Monzo, • You’ve worked collaboratively with other disciplines like Data, Product and Design, • You’re an experienced coach, mentor and leader of seasoned User Researchers, • You’re happiest when the people in your teams feel supported, are growing, and can work effectively, • You have an approachable and supportive leadership style when you’re needed, but you also empower direct reports to work autonomously, • You have experience teaching and coaching non-researchers about research, • You have demonstrable experience making decisions that promote diversity and inclusion, • You have experience making use of marketing insights, quantitative user research, product data and a range of other insights for better decision making Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating a diverse and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply— even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! 🙌What’s in it for you 💰£125,000-£155,000 ➕ share options ➕ benefits ✈️ We’ll help you relocate to the UK. ✅ We can sponsor your visa. 📍This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London) ⏰We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. 📚£1,000 learning budget each year to use on books, training courses and conferences. 🏡We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. ➕ Plus lots more! _ The Interview Process: Our interview process involves 3 main stages: • Recruiter call (30 minutes), • Research Leadership & Ways of Working (1 hour), • Final loop: People Management (1 hour) + Influence and Impact (1 hour) Our average process takes around 2-3 weeks but we will always work around your availability. #LI-LT1 #LI-REMOTE Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The roleGroup Reporting Accountant will report into the Group Finance Manager and will be responsible for ensuring the consolidated and subsidiary numbers are robust and align with internal accounting policy and UK GAAP. The role is initially offered on a fixed-term basis for 6 months. There may be an opportunity for the position to become permanent, subject to performance and business requirements. • Preparation and analysis of the Group Consolidation (UK GAAP) and sub-groups as applicable, • Own the accounting policy framework and ensure consistency within the Group, • Technical accounting for e.g. share-based payments, financial instruments, leases and business combinations, • Monthly accounting for holding companies and cashflow reports, • Preparation of the financial statements in full compliance with IFRS/FRS 102, including the oversight of foreign subsidiaries’ reporting, • Year-end planning, preparation of audit requests and annual position papers and impairment reviews, • Management of the external audit process for the Group, • Prepare the financial reporting aspects of any acquisition integrations including fair value adjustments, goodwill calculation and consolidation of acquired balances, • Ensure the subsidiaries report figures per Group accounting policy, • Ensure statutory compliance for all subsidiaries, • Adopt a continuous improvement approach and work with stakeholders to develop streamlined, high quality and efficient processes, • Qualified accountant (CIMA, ACCA or ACA) with 2-5 years PQE, • Audit background preferred, • Experience with Netsuite and reporting solutions (e.g. IRIS) advantageous, • Experience with complex Groups, with multi-national and multi-currency advantageous, • High attention to detail is vital as is good numerical skills and accuracy, • Strong self-management and motivational skills to learn and deliver on key responsibilities, • Ability to prioritise tasks and work effectively across different teams, • Good communication skills, ability to engage with internal and external stakeholders in a professional manner, • Willingness to learn and develop as the company growsOur employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement Terms- Competitive salary- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)- 25 days Annual Leave + public holidays- Buy and sell holidays up to 5 days- Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.- Hybrid working- Further education and training support- Discretionary performance related bonus- Confidential Employee Assistance Programme- 2 days per year for voluntary work- And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Independent Financial Adviser (IFA) – Remote, Hybrid or Office-Based Build a Better Future – Flexible, Fully Supported Financial Adviser Role with Lead Generation Included A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Midlands, including Leamington Spa, to join their client-first advisory team. This opportunity offers the flexibility to work remotely, from an office, or in a hybrid model – giving you total control over how and where you work. Location: Leamington Spa & West Midlands Salary: £60,000 - £80,000 + Uncapped Earnings Potential + Full Paraplanning & Admin Support Sector: Financial Services | Wealth Management | Financial Advice As part of a business that puts clients at the centre of everything it does, you’ll be supported by a full Paraplanning team, dedicated admin support, and ongoing lead generation to help you grow and manage your client portfolio efficiently and compliantly. Why This Role Stands Out: • Remote Financial Adviser role with flexible office access if preferred, • High-quality leads provided – warm leads through digital marketing and referrals, • Full paraplanning and administrative support – spend more time advising, less time on admin, • Technology-driven advice process – using XPlan CRM and Microsoft Teams, • Ongoing CPD and compliance support – stay ahead with professional development, • Marketing support – including branded digital assets and consultative planning Key Responsibilities: • Deliver regulated financial advice across pensions, investments, protection, and retirement planning, • Work with a mixed client bank and actively grow your client portfolio through warm leads and networking, • Build long-term client relationships using a structured Six-Stage Advice Process, • Conduct remote or face-to-face financial planning meetings with individual and corporate clients, • Stay informed on financial legislation, market trends, and tax planning opportunities, • Create tailored financial reports with assistance from the in-house paraplanning team, • Comply with FCA regulations and maintain accurate client and performance records What You’ll Need: • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), • FCA-authorised and approved as a CF30 adviser (or eligible), • A client-centric approach with strong interpersonal and presentation skills, • Experience as a Financial Adviser or Wealth Manager in a regulated environment, • Confident using virtual platforms (e.g. Microsoft Teams) and CRM systems like XPlan, • Self-motivated, organised, and driven to develop your client bank This Role Suits: • An experienced IFA looking to reduce admin and focus on client outcomes, • A self-employed Financial Adviser seeking better support and lead flow, • A Financial Planner who values autonomy with professional infrastructure, • A relationship-led adviser aiming to grow a wealth management client base Ready to take your Financial Planning career to the next level – with the freedom and support to match? Apply now and start building your future with a firm that truly backs its Advisers.

.NET Developer - Tunbridge Wells, Kent (Tech stack: .NET Developer, .NET 9, C#, ASP.NET, C#, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, Web API 2, Agile, Azure SQL, Programmer, Full Stack Engineer, Architect, .NET Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core / ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework, Node.js, Elasticsearch, Agile, TDD, BDD, Scrum, Kanban and MongoDB. This is your opportunity to be part of a new, technically challenging project and to be involved in the creation of a new application from scratch. FinTech is booming and our client are fast becoming a leader of this market! All .NET Developer positions come with the following benefits: • Shares in the company., • Pension scheme (8%)., • Bupa private healthcare., • 3 hours 'free time' each week to investigate new technologies., • An annual training allowance of £4.5k., • 27 days holiday (excluding Bank Holidays) plus your birthday off., • Flexible working hours., • Work from home., • Pizza and beer Fridays., • Access to free yoga classes which take place over lunch or after work in their fitness studio. Location: Tunbridge Wells, Kent, UK / Remote Working Salary: £35,000 - £50,000 + Bonus + Pension + Benefits Applicants must be based in the UK and have the right to work in the UK even though remote working is available. Noir continues to be the leading Microsoft recruitment agency; we can help you make the right career decisions! NOIRUKNETREC NOIRUKREC

📍London/Cardiff/UK Remote | 💰£89,000 - £120,000 DOE + _ FYI This is a 12 month FTC role. The Monzo research team wants to change the game when it comes to finding what we already know, proactively surfacing what we should know, and detecting emerging themes we ought to explore.We’re looking for a strategic knowledge manager who can work with us to strengthen our knowledge building muscle as Monzo continues to expand. ⭐Our research team... The Monzo research team is currently made up of around 30 User Researchers, who spend most of their time embedded in multi-discipline teams focusing on different areas, like Wealth products, or Borrowing products. We also have a growing research leadership team. You’ll work closely with our Research Operations Lead to futureproof the impact Monzo’s research has on product development and overall company direction as we scale. While the tooling and technical data management aspects of this project are key, the scope extends into the cultural and community aspects of enabling all of Monzo to get more out of our existing insights and data. 🔑You’ll play a key role by… • Evaluating our research knowledge estate thoroughly (from the raw data, qual and quant, to reports and literature reviews) including relevant tooling and repositories, and how research is used across the organisation, • Identifying an operating model for research knowledge management at Monzo that will scale and meet identified user needs, • Creating the conditions for this model to be successful now and in future (scaling across markets, as well as growth and future needs), • Defining how the data should be structured and catalogued to make it reusable and referenceable (including but not limited to metadata, taxonomies, etc), • Defining a plan to update existing data, • Identifying and setting up tooling and/or integrations as needed, • Defining the rituals and cadences for building shared understanding, • Implementing the knowledge management operating model - launching and supporting, training all users, iterating based on initial feedback, • Futureproofing - setting up required rituals and checks for maintenance and updates, • Handing the system over to the research team - identifying and empowering champion users to not only maintain the system but also to use it to promote research insights, make connections, and engage with stakeholders to surface relevant research - an amplifier role that becomes especially critical in planning cycles 🤩 We’d love to hear from you if… • You’re familiar with / have worked with user research or market research teams, and existing research repository structures and tooling, • You’ve worked as an archivist, librarian, knowledge manager, content designer or information architect - you’re adept at managing unstructured data, making sense of any mess, • You’ve got demonstrable experience in automating knowledge workflows, integrating data streams, • Experienced with leveraging LLMs and generative AI in structuring and surfacing knowledge, • Excellent analytical and communication skills, • Experienced in delivering transformation Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating a diverse and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply— even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! 🙌 What’s in it for you... 💰 £89,000 - £120,000 + _ 📍This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London) ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. 📚 £1,000 learning budget each year to use on books, training courses and conferences. 🏡 We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. 🌈 The application journey has 3 key steps... • An introduction call with our recruiter Natalie (30 mins), • A technical ‘craft’ presentation and interview (60 mins), • A teamwork and impact interview (45 mins) #LI-NH1

At Data Intellect it has never been just about data or technology, they are our tools. It’s about human intellect, collaboration and providing solutions for the most complex of challenges. We do this by living the [DI] code: We are Problem Solvers who are Humble, possess a Can-do Attitude with a focus on Togetherness. “We are not big on egos, but we’re not for the faint-hearted either” – Steve Turner, CEO We are hiring for developers for our growing Market Abuse Surveillance practice. What you’ll be doing: • Working with business users to define requirements for new application functionality, • Developing, testing, supporting and maintaining all code for client applications, • Assisting the Project Manager with all aspects of project delivery, • Working as part of a team to deliver projects on time and on budget, • Analysing data and creating reports for clients to present findings, • Mentorship and training of junior developers Experience and skills required: • Minimum 3+ years kdb+ development experience, • Knowledge and experience in KX Surveillance, or of technical solution development in a surveillance, context is highly advantageous, • Ability to learn new programming languages and financial concepts quickly - logical thinkers and problem solvers wanted, • Familiarity with Software Development Methodologies, • Good knowledge of the Systems Development Life Cycle, • Detail-orientated, results driven and in possession of a can-do attitude, • Capable of working both independently and within a team, • Excellent client facing skills, • Minimum 2:1 degree in Mathematics, Physics, Computer Science or any other scientific/engineering discipline Experience and skills desired*: *But don’t rule yourself out if you haven’t had the opportunity to develop these skills yet • Knowledge of Trade Surveillance technology and Market Abuse regulations in one or more jurisdictions, • Experience of other programming languages, e.g. Python, • KX Surveillance deployment and enhancement, • Experience with application of AI and Machine Learning, • Cloud development experience, • Experience of other data solutions, specifically Time Series Experience in an investment bank or large financial organisation, • People management experience, • Technical lead of project or sub-team What we offer: • Flexible working – we offer hybrid working so our people can achieve that elusive work/life balance., • Professional development – we offer extensive training, ranging from leadership to specific technical skills., • Progression opportunities - we run a biannual promotion process. Monthly 121s with your People Leader provides support to guide you and your career in the right direction., • International travel opportunities – we offer the opportunity to work internationally, with teams in Belfast, London, New York, Hong Kong & Singapore, • Healthcare cover – provider is dependent on region, UK is provided by Benenden Health, including 24/7 GP Service & Mental Health Helpline to give you peace of mind when it comes to your health, • Generous referral scheme – we love to see referrals and referring a friend means cash for you!, • Regular social events, prizes and giveaways – our talented social committee work hard all year round to provide exciting events across all regions to promote our value of togetherness A little background on DI Simply put – we turn big data problems into smart data solutions At our core, Data Intellect is a data and technology consultancy firm. Our key area of expertise is financial and capital markets technology solutions. However, the utility of these solutions allow us to apply fintech data expertise to other industries such as smart energy and healthcare. This proprietary offering is complemented by a wealth of experience in data engineering, electronic trading systems, data capture applications, regulatory and compliance systems and middle and back-office enterprise web solutions. Fair employment and equal opportunities Data Intellect is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Accommodations are available on request throughout the assessment and selection process. Welcome to Data Intellect. #ChallengeAccepted

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We're seeking a talented individual to join our Central support Paraplanning team, which is responsible for providing support to our Financial Planners while ensuring a positive experience for Evelyn Partners clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters. What's in it for me? As a Paraplanner at Evelyn Partners you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from. This role is a remote opportunity to work with the central support Paraplanning team nationwide. Some of your responsibilities will be to: • Prepare suitability reports across a wide range of advice types, financial products, and investment solutions, • To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters., • Carry out any necessary technical research, • Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times, • Ensures that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets., • Communicate effectively with the Financial Planners to manage expected delivery dates, • Responsible for managing process, tasks and complying with FCA guidelines To be successful in this role, you should have: • Must be qualified within Financial Planning CII Level 4 or above, • Demonstrable experience of paraplanning gained with a proven solid technical knowledge, • Proven track record of delivering written financial advice, • Experience of completing suitability reports while researching and analysing products, • Strong knowledge of financial products, • Good organisation and prioritisation skills; able to work independently and within a team, • Excellent communication skills both written and verbal, • Good stakeholder management with positive influencing skills, • Literacy, numerical and analytical skills are essential As a colleague here at Evelyn Partners, you will have access to benefits that include: • Competitive salary, • Private medical insurance, • Life assurance, • Pension contribution, • Hybrid working model (role dependant), • Generous holiday package, • Option to purchase additional holiday, • Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

SALES MANAGER EXCITING OPPORTUNITY TO JOIN A GROWING BMS ORGANISATION, DELIVERING EXCELLENCE THROUGH SOLUTIONS • Salary up to £65,000, • Opportunity to work remotely, bar a monthly visit in the Wigan office, • Uncapped commission plus other excellent benefits such as a company car/car allowance ABOUT THE CLIENT: We are a rapidly expanding organisation who have a keen focus on BMS solutions and being innovative in our space. We set out to be a go to name in our sector, by striving for excellence through strategic business targets and delivering products that are second to none in our industry. Working globally, we deliver where others don't, so why not come join us! A GLIMPSE AT THE BENEFITS/CULTURE: • Remote working, • Company car, • Uncapped commission, • Fantastic warm culture, • Opportunity to grow a team and micro culture around you SALES MANAGER ROLE: As a Sales Manager, you will join at an exciting time, where we have a solid client base, but endless opportunities to grow the organisation with further accounts. You will bring a wealth of experience from the BMS and Smart Homes sector, to grow accounts and bring on new organisations and opportunities. KEY SKILLS AND EXPERIENCE: • Sales management experience, • Knowledge of the BMS/Smart Homes industry, • Experience with new business development, • Expanding current client bases to maximise sales TO BE CONSIDERED: Please either apply by clicking online or emailing . For further information please contact via / . By applying for this role, you give express consent for us to process & submit (subject to required skills) your application to our client in conjunction with this vacancy only. KEY SKILLS: BMS / Smart Buildings / Business Development / Account Management

Become part of our client's family as one of their new Sales Account Managers, where they not only deliver quality news but also make a positive impact in local and global communities. Apply now and be a key player in shaping the future of media with them. Sales Account Managers Redditch, B98 8BP – field-based OR office-based to be discussed • Remote working will be considered, • Full-time, Permanent, • Competitive base salary with OTE of £40,000 - £50,000 Please Note: Applicants must be authorised to work in the UK Our client is a major independent publisher in the UK, recognised for producing quality local newspapers, magazines, and online news. With a wealth of industry experience, they take pride in delivering unrivalled coverage of local news across Warwickshire, Worcestershire, and the West Midlands. About the Role As a Sales Account Manager with our client, you'll play a pivotal role in maintaining and expanding their client base across print and digital platforms. Join their dynamic team and contribute to the growth and success of the media group. Key Responsibilities Client Management • Build and maintain strong client relationships, • Act as the main point of contact, providing exceptional customer service Sales Growth • Identify and pursue new business development opportunities, • Develop and implement effective sales strategies to exceed targets Collaboration • Work closely with internal teams for aligned sales efforts, • Collaborate on compelling sales proposals and presentations The Ideal Candidate Are you a motivated and results-driven individual with a passion for sales? Our client is looking for someone with: • Proven track record in sales and account management, • Strong communication and negotiation skills, • Knowledge of the media industry (print and digital, ideal but not essential), • Self-motivated with a results-oriented mindset Benefits Join our client's family-run business and enjoy: • Generous salary with realistic OTE potential, • Opportunity for office OR field-based role, • Attractive car allowance for Field Sales Account Managers, • Comprehensive local information and personal service, • Philanthropic initiatives supporting local and global causes How to apply for the role: If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to tailor your application and provide a cover letter or any supporting documents. You must be authorised to work in the UK. No agencies please. Close date: 26th August 2025 Flat Fee Recruiter is an advertising agency promoting this role on behalf of the employer. You will be contacted directly by the employer and not Flat Fee Recruiter should they wish to move forward with your application. Other suitable skills and experience include Sales, Sales Manager, Account Manager, Account Management, Customer Service, Business Development, Business Development Manager, Key Account Manager, Sales Executive.

Senior Change Project Manager - Wealth Management | £85k-£90k + Bonus | Remote. We're working with a leading UK wealth management firm undergoing major transformation, and they're looking for a high-impact. Project/change management experience, ideally within.

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 BDO's Corporate Tax practice sits at the heart of our Tax function and plays an important role in the wider business. Our team works collaboratively with others across BDO, offering clients in the UK and overseas expert advice and solutions that help them overcome their challenges. If you're looking for exposure and the chance to make an impact, you're looking in the right place. 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 Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. 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 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. We are looking for someone with; • An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues Project and staff management experience Ability to manage a substantial client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients., • Ability to provide Tax compliance and advisory services to a wide range of clients using resource from a shared service team or via technology tools., • Experience of managing a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection., • Understanding of potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person., • Guide and supervise less experienced colleagues, proving support, training and mentoring where appropriate., • Experience of leading complex projects, • Educated to degree level and/or CTA and/or ACA qualified or equivalent., • Demonstrable post qualified experience You'll also 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 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. JBRP1_UKTJ

Property Investment Consultant High-Performing Investment Agency If you're a proven property investment consultant who knows how to build trust, close deals, and genuinely guide clients toward long-term wealth, this is the role that finally matches your calibre. We're partnering with one of the most respected investment agencies in the UK, an organisation known for top results, generating exceptional inbound leads, and backing their consultants with hands-on leadership that actually helps you get deals across the line. This isn't a churn-and-burn environment. It's a place where skilled consultants thrive, earn big, and build long-term client portfolios. What You'll Be Doing • Building and nurturing long-term investor relationships, guiding clients through every stage of their investment journey., • Handling high-quality inbound leads-no cold-calling chaos, just real conversations with motivated investors., • Consulting on tailored investment strategies, helping clients grow and manage their portfolios., • Providing expert insights that position you as a trusted advisor, not a salesperson., • Working closely with a highly effective sales leader who supports you in structuring deals and maximising conversions., • Tracking progress and pipeline activity using Salesforce CRM., • Collaborating with a driven, supportive team in a fast-paced, rewarding environment. What We're Looking For • Strong background in property investment sales - consultant or senior level., • Confident communicator with a consultative, relationship-led approach., • Proven ability to build credibility and close deals., • Experience working both phone-based and face-to-face., • Familiarity with CRM systems., • Highly motivated, target-driven, and professional., • Strong time-management and organisational skills., • Coachable, open to feedback, and committed to continuous improvement. What's On Offer • Basic salary up to £40,000, • Uncapped commission, • Top earners £160k+ (and yes, it's proven), • Hybrid working, • Flexible Hours JBRP1_UKTJ

Financial Services Administrator.Hybrid Working | Career Progression | Supportive Team Culture | 5% Pension Contributions | Additional Health Benefits.An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Adviser

HNW Investment Director £60,000 + Comms + BUPA + Dental + Pension (14%) Remote Do you have a Level 4 Qualification in Financial Advising? Do you hate the report writing, para planning, after care and lead flow aspects of your role? Would you rather just close business and make money? This US Asset Management company has over £200 billion under their management and they are focused on continued growth. They are looking for Salespeople with Financial Services background to come on board and boost their reach. This role will involve meeting with potential clients, winning business over & providing financial advice. You will be responsible for contacting provided leads and conducting initial meetings, this will require providing financial advice for clients and generating strong rapport. You will have autonomy to work your desk how you see fit with extensive support provided for 1st 2-4 months. This role would suit somebody with direct sales experience within private wealth management OR investments looking for an opportunity to drop all administrative tasks and just sell, sell, sell. THE ROLE: • You will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments., • You will meet with prospective clients with the goal of gathering new clients and assets for our firm. THE PERSON: • Quantifiable individual sales success with stock market investors, • RDR level 4 qualification, • Success selling to high net worth individuals Reference number: BBBH17426ABC Keywords: Business Development Manager, Sales Manager, Sales, Client Liaison, Private, Financial, Asset, Wealth, Management, Selling, Direct, Sale, Private If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍London/Cardiff/UK Remote | 💰£89,000 - £120,000 DOE + _ FYI This is a 12 month FTC role. The Monzo research team wants to change the game when it comes to finding what we already know, proactively surfacing what we should know, and detecting emerging themes we ought to explore.We’re looking for a strategic knowledge manager who can work with us to strengthen our knowledge building muscle as Monzo continues to expand. ⭐Our research team... The Monzo research team is currently made up of around 30 User Researchers, who spend most of their time embedded in multi-discipline teams focusing on different areas, like Wealth products, or Borrowing products. We also have a growing research leadership team. You’ll work closely with our Research Operations Lead to futureproof the impact Monzo’s research has on product development and overall company direction as we scale. While the tooling and technical data management aspects of this project are key, the scope extends into the cultural and community aspects of enabling all of Monzo to get more out of our existing insights and data. 🔑You’ll play a key role by… • Evaluating our research knowledge estate thoroughly (from the raw data, qual and quant, to reports and literature reviews) including relevant tooling and repositories, and how research is used across the organisation, • Identifying an operating model for research knowledge management at Monzo that will scale and meet identified user needs, • Creating the conditions for this model to be successful now and in future (scaling across markets, as well as growth and future needs), • Defining how the data should be structured and catalogued to make it reusable and referenceable (including but not limited to metadata, taxonomies, etc), • Defining a plan to update existing data, • Identifying and setting up tooling and/or integrations as needed, • Defining the rituals and cadences for building shared understanding, • Implementing the knowledge management operating model - launching and supporting, training all users, iterating based on initial feedback, • Futureproofing - setting up required rituals and checks for maintenance and updates, • Handing the system over to the research team - identifying and empowering champion users to not only maintain the system but also to use it to promote research insights, make connections, and engage with stakeholders to surface relevant research - an amplifier role that becomes especially critical in planning cycles 🤩 We’d love to hear from you if… • You’re familiar with / have worked with user research or market research teams, and existing research repository structures and tooling, • You’ve worked as an archivist, librarian, knowledge manager, content designer or information architect - you’re adept at managing unstructured data, making sense of any mess, • You’ve got demonstrable experience in automating knowledge workflows, integrating data streams, • Experienced with leveraging LLMs and generative AI in structuring and surfacing knowledge, • Excellent analytical and communication skills, • Experienced in delivering transformation Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating a diverse and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply— even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! 🙌 What’s in it for you... 💰 £89,000 - £120,000 + _ 📍This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London) ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. 📚 £1,000 learning budget each year to use on books, training courses and conferences. 🏡 We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. 🌈 The application journey has 3 key steps... • An introduction call with our recruiter Natalie (30 mins), • A technical ‘craft’ presentation and interview (60 mins), • A teamwork and impact interview (45 mins) #LI-NH1 Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

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 BDO's Corporate Tax practice sits at the heart of our Tax function and plays an important role in the wider business. Our team works collaboratively with others across BDO, offering clients in the UK and overseas expert advice and solutions that help them overcome their challenges. If you're looking for exposure and the chance to make an impact, you're looking in the right place. 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 Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. 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 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. We are looking for someone with; • An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues Project and staff management experience Ability to manage a substantial client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients., • Ability to provide Tax compliance and advisory services to a wide range of clients using resource from a shared service team or via technology tools., • Experience of managing a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection., • Understanding of potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person., • Guide and supervise less experienced colleagues, proving support, training and mentoring where appropriate., • Experience of leading complex projects, • Educated to degree level and/or CTA and/or ACA qualified or equivalent., • Demonstrable post qualified experience You'll also 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 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. JBRP1_UKTJ

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 BDO's Corporate Tax practice sits at the heart of our Tax function and plays an important role in the wider business. Our team works collaboratively with others across BDO, offering clients in the UK and overseas expert advice and solutions that help them overcome their challenges. If you're looking for exposure and the chance to make an impact, you're looking in the right place 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 Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. 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 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. We are looking for someone with; • An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues., • Experience of dealing with all matters relating to the management of a portfolio of clients., • Experience of managing a portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection., • Ability to provide Tax compliance and advisory services to a wide range of clients using resource from a shared service team or via technology tools., • An understanding of potential risks to the Firm in relation to the Firm's quality control procedures, • Experience of leading complex projects., • Educated to degree level and/or CTA and/or ACA qualified or equivalent You'll also 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 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. JBRP1_UKTJ

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 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 Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. 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 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. You'll be someone with • A degree level education and/or CTA and/or ACA qualified or equivalent with demonstrable post qualified experience., • An interest and experience of delivering the Tax strategic framework with regular involvement with tax planning and complex tax issues., • Ability to manage the successful delivery of commercially viable and technically excellent advice to a variety of clients involving tax due diligence, structuring, international and other advisory work and including liaising with specialists in other tax teams and overseas BDO offices to manage their input, • Ability to prepare proposals for new work, including researching target client companies and on technical issues to identify new solutions, • Experience of people management., • Experience of leading large scale or complex projects within own area of expertise. You'll also 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 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. JBRP1_UKTJ

Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Audit team, you'll receive the support you need to reach your potential. From completing professional qualifications to developing new skills and exploring different learning opportunities, you'll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You'll be someone with: • Qualified ACA/ACCA/ICAS Qualified or overseas equivalent., • Educated up to degree level or CTS., • Experience supervising and coaching junior members of staff on site., • Working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements., • Working knowledge of firm services, issues regarding advice, and regulation and compliance, including anti-money laundering., • Demonstrable knowledge of current economic and market trends. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. JBRP1_UKTJ

We are looking for a keen and experienced service engineer, fitter, technician or mechanic to join our team. This is a fantastic opportunity for someone who is either an experienced powered access engineer OR maybe you are an experienced car mechanic, plant fitter or similar and want to do doing something a bit different. As a Workshop Service Engineer for Nationwide Platforms you will work within a busy depot to inspect, repair and maintain our machines ensuring that they are ready for use by our customers. Our machines are powered access machines such as booms and scissor lifts but don't worry full training will be given. So, providing you have a great attitude and are willing to learn plus have some mechanical/ electrical engineering experience behind you then this could be the role for you. In reward we can offer you a competitive salary, life assurance x2 contractual salary, Westfield health care plan, 25 days holiday and a pension. Working hours are Monday - Friday 8am - 5.30pm. Responsibilities include: - • Support the Senior Service Engineer in the effective running of the Depot workshop within the region., • Carry out pre-delivery inspections (PDI) of machines at client premises and at depot as required, and in conformance with manufacturer's specification, company policy and the regulations affecting the use. Ensure that there is no deficiency or defect likely to affect the safe working of a machine. Notify appropriate manager of any defective or unsafe equipment., • Repair machines at depot or on site as required to ensure conformance with manufactures specification and company policy., • To complete planned maintenance activities including maintaining the appearance of the fleet to corporate standard., • Handover machines to customers and familiarise customers with safe machine operation in accordance with company procedures., • Act as an ambassador for the company, providing a high standard of customer care and being polite at all times. Relay appropriate customer queries to depot staff as required., • Accurately complete all relevant paperwork including engineer's report, off hire, pre/delivery inspection and service sheets., • Update system on machine status change i.e. PDI carried out, Machine under repair, 6 monthly statutory Inspection completed. About you: - • Relevant general engineering maintenance qualification, preferably to NVQ level 3 or equivalent., • Experience in diesel engineering, auto electrics, hydraulics and diagnostics fault finding., • Have a mature outlook and the ability to prioritise tasks and work well under pressure., • Understand the importance of excellent customer service. Part of the Loxam Group, Nationwide Platforms are the UK's leading specialist provider of Powered Access rental equipment, with the largest and broadest fleet, local depots spread across the country and our wealth of experience partnering with companies in a variety of sectors including Construction, Warehouse & Distribution, Aviation, Facilities Management, Industrial Services, Telecoms and Media, our customers can depend on us to provide the right solution to support their every working at height need. At Nationwide Platforms, your safety is absolutely our priority. Our award winning BlueSky Solutions and Training division offer our customers access to the latest and safest ways to work and through long standing partnerships with our manufacturers, we will always provide equipment that will lead the way to a safer industry. Some of our innovations include the award-winning secondary guarding systems and Harness ON™, a range of pioneering Material Handling Attachments (MHAs), and the SkySentry™ control and monitoring system. At Nationwide Platforms, we are dedicated to fostering a diverse, equitable, and inclusive workplace. We recognise that a variety of perspectives, experiences, and backgrounds is crucial to our success in the Powered Access industry. Our commitment is to ensure that every employee feels respected, valued, and supported in their work environment JBRP1_UKTJ

Reporting to the Enterprise Solution Architect, the Power Platform Solutions Architect is a senior member of the Solution Design team, responsible for shaping, designing, and governing modern Microsoft-based business solutions across razorblues client base. This role combines strong technical capability with commercial awareness and excellent customer engagement skills. Youll work closely with the customers, Solution Architects, Account Management, Development, and Project Delivery teams to ensure all proposed solutions are scalable, secure, commercially viable, and aligned with best practice. Youll support pre-sales engagements, contribute to architectural design, and act as a trusted advisor throughout project delivery. The ideal candidate will have hands-on experience across the Microsoft ecosystem, with particular focus on Power Platform, Microsoft Fabric, Microsoft 365, and emerging AI technologies such as Copilot and AI Builder. Youll be comfortable switching between customer workshops, technical design sessions, pre-sales discussions, and hands-on solution guidance when required. This is a customer-facing role requiring strong communication skills, commercial awareness, and the ability to simplify technical concepts for both technical and non-technical audiences. Our perfect candidate should have a wealth of knowledge spanning various technologies and being able to use these skills to troubleshoot and deliver five star solutions that keep our clients happy is a must! Customer service is paramount to us, which is why we only look for candidates with excellent customer facing skills and the ability to communicate effectively. Your friendly tech-savviness will truly shine here. razorblue requirements: We know its unrealistic to find someone who ticks all of these boxes (extra points if you do), which is why we seek those eager to develop over time through our development resources and peer learning. If this aligns with your own personal growth mindset, we would love you to apply. Key responsibilities and accountabilities Solution Design & Pre-Sales (40%) • Lead the design of scalable Microsoft-based business solutions for new and existing clients., • Produce and review technical design documents (HLDs) in line with razorblue standards., • Design solutions leveraging technologies such as Power Apps, Power Automate, Dataverse, Microsoft Fabric, Power BI, and Microsoft 365., • Support the integration of AI capabilities including Microsoft Copilot, AI Builder, and related Microsoft AI technologies where appropriate., • Join client meetings and workshops to gather requirements and translate them into practical technical solutions., • Present proposed solutions confidently to technical and non-technical stakeholders., • Support Account Managers and the Solution Architect team in preparing technical proposals, statements of work, and project scopes. Microsoft Data, Power Platform & AI Strategy (20%) • Act as a subject matter expert across Power Platform, Microsoft Fabric, and Microsoft AI technologies., • Guide clients on best practice around governance, security, licensing, and platform adoption., • Help customers modernise manual processes, spreadsheets, and legacy workflows using Microsoft technologies., • Support the development of internal standards, templates, and reusable solution frameworks., • Stay current with Microsoft roadmap developments, particularly around AI, Copilot, Fabric, and the Power Platform ecosystem., • Promote best practice for low-code development, environment strategy, and solution lifecycle management. Project Delivery & Technical Leadership (20%) • Work alongside the Project Management and the Development team to support successful project delivery., • Provide technical guidance and architectural oversight throughout implementation phases., • Assist in resolving complex technical challenges across client environments., • Ensure solutions are aligned with security, compliance, and operational best practices., • Support testing, validation, and handover activities where required., • Contribute to continuous improvement across delivery methodologies and technical standards. Mentoring & Knowledge Sharing (20%) • Improve technical capability across the business through mentoring and knowledge sharing., • Support Consultants and Engineers with solution design guidance and technical coaching., • Contribute to internal workshops, documentation, and training initiatives., • Encourage innovation and adoption of emerging Microsoft technologies across the wider team.Person Specifications Qualification Must hold Full UK Driving Licence Relevant Microsoft certifications desirable, such as: Microsoft Power Platform Solution Architect Expert Microsoft Fabric Analytics Engineer Associate Microsoft Azure Fundamentals / Administrator Microsoft AI or Copilot related certifications Relevant Microsoft infrastructure or cloud qualifications desirable Experience • Microsoft Stack experience including Microsoft 365 and Azure Power Platform experience including: Power Apps Power Automate Dataverse Power BI • Working knowledge of Microsoft Fabric and modern data platforms, • Understanding of Microsoft AI technologies including Copilot and AI Builder, • Experience designing customer-facing technical solutions, • Pre-sales, workshop, or consultancy experience, • Cloud platform experience including Microsoft Azure, • Understanding of governance, security, and best practice within Microsoft environments, • Experience producing technical documentation and solution designs Skills • Excellent customer engagement and stakeholder management skills, • Ability to communicate confidently with technical and non-technical audiences, • Strong problem-solving and solution design capability, • Commercial awareness and ability to balance technical and business priorities, • Ability to work independently and perform own research, • Professional presentation and communication skills, • Strong written and verbal communication skills, • Passion for modern Microsoft technologies and continuous learning Continuous learning and development are central to our culture, and we heavily invest in elevating our people, not just hiring those already at an expert level. razorblue gives: Working for an IT partner isnt for the faint hearted, it requires drive, passion for technology, collaboration, and a drive to innovate. If you want to learn more about the IT domain as a whole or specialise in one particular area, you can do that here. We are not looking for the most qualified people, but people who have a true drive to learn and a passion for the technology sector. Our learning and development opportunities, combined with our team's drive for growth, result in a high volume of promotions granted year after year. We operate a hybrid working policy across most roles and often get asked why we havent made the decision to go fully remote For us, natural learning opportunities are invaluable and office working enables this and has also inspired our collective culture of teamwork. Our other benefits include: • Base salary of £55,000 - £60,000 per annum depending on skills and knowledge, • Hybrid working (50%), • Flexible working to suit your work life fit, • 25 days holidays per annum + public holidays + the ability to purchase 10 more, • Private Health Insurance with Vitality Health, • Your birthday off, • Enhanced maternity, paternity, adoption leave + baby bonus, • Fully funded training and accreditations to expand your skillset, • Two paid charity volunteering days per year, • Discounted Broadband, • Life insurance, • Quarterly team social fund, • Cycle to Work scheme, • Gear up with the latest tech toys through our partnership with Currys, • Cruise around in an eco-friendly electric car with our EV Scheme We're committed to creating an inclusive and accessible recruitment process. Please don't hesitate to reach out if you require any reasonable adjustments to participate in our application or interview process. We're here to support you. Agencies/Recruiters Please Note: To maintain an efficient and direct application process, we ask that recruitment agencies refrain from contacting us regarding our vacancies. We encourage individual candidates to apply directly through our website, as it enables us to manage our hiring process more effectively. Razorblue does not accept unsolicited speculative CVs. We take no liability for fees or commissions if hiring someone who applied directly or was sourced through other means. Any emailed disclaimers indicating otherwise will not supersede this policy. Candidates must be submitted only in response to specific requisitions from our talent acquisition team. Your cooperation in this matter is greatly appreciated and contributes to our efforts in finding the best possible fit for our team. Rest assured; we'll reach out if we ever need assistance from agencies. Thanks for understanding! JBRP1_UKTJ

Job Description 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 BDO's Corporate Tax practice sits at the heart of our Tax function and plays an important role in the wider business. Our team works collaboratively with others across BDO, offering clients in the UK and overseas expert advice and solutions that help them overcome their challenges. If you're looking for exposure and the chance to make an impact, you're looking in the right place. 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 pro-actively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners 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. Responsibilities • Provide Tax compliance and advisory services to a wide range of clients using resource from a shared service team or via technology tools., • Manage a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection., • Pays attention to self-development and continuing professional education with a view to progressing within practice., • Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience., • Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person., • Get involved in special assignments on an ad hoc basis., • Guide and supervise less experienced colleagues., • Support, train, mentor and advise others in own area., • Challenge current practice - driving improvements and championing change., • Take personal responsibility for own decisions and actions and those of others., • Lead complex projects You'll be someone with: • An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues, • Project and staff management experience., • Ability to manage a substantial client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients, • Experience of dealing with client senior management, • Educated to degree level and/or CTA and/or ACA qualified or equivalent, • Demonstrable post qualified experience 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. JBRP1_UKTJ

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 BDO's Corporate Tax practice sits at the heart of our Tax function and plays an important role in the wider business. Our team works collaboratively with others across BDO, offering clients in the UK and overseas expert advice and solutions that help them overcome their challenges. If you're looking for exposure and the chance to make an impact, you're looking in the right place. 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 Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. 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 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. We are looking for someone with; • An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues Project and staff management experience Ability to manage a substantial client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients., • Ability to provide Tax compliance and advisory services to a wide range of clients using resource from a shared service team or via technology tools., • Experience of managing a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection., • Understanding of potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person., • Guide and supervise less experienced colleagues, proving support, training and mentoring where appropriate., • Experience of leading complex projects, • Educated to degree level and/or CTA and/or ACA qualified or equivalent., • Demonstrable post qualified experience You'll also 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 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. JBRP1_UKTJ

This Head of Client Services job offers you the chance to take ownership of a growing client support function within a highly regarded wealth management firm, where your input will genuinely shape the future of the business.As Head of Client Services, you will lead a well established team supporting financial planners, ensuring a seamless client journey from onboarding through to ongoing servicing. You will oversee both general administration and platform support, bringing structure, consistency and continuous improvement to processes.In this Head of Client Services role, you will: • Lead, mentor and develop a team of circa 10 to 12 across client administration and platform support, • Oversee financial planning workflows to improve efficiency and maintain high standards, • Drive a culture focused on client experience and service excellence, • Support business growth, including integration activity, ensuring the team scales effectively, • Work closely with senior leadership to refine processes and enhance operational performanceThis Head of Client Services position is ideal if you want a role where you can influence culture, develop people and play a key part in a scaling business, rather than simply maintain the status quo. Head of Client Services Requirements • Essential: Experience managing client administration or client services teams within financial planning or wealth management, • Essential: Strong understanding of financial planning workflows and client lifecycle, • Essential: Experience of platform administration and adviser support processes, • Desirable: Experience supporting growth, change or acquisitions, • Desirable: Relevant financial services qualificationsThe CompanyYou will join an established, independent wealth management firm with a strong reputation for client care and long term stability. The business is entering an exciting phase of growth, offering you the opportunity to contribute to its next chapter. Head of Client Services Benefits • Salary up to £60,000 depending on experience, • Office based role with some flexibility, • Clear scope to shape and develop your function, • Supportive leadership team and collaborative culture, • Strong long term progression opportunitiesLocationYou should be within a commutable distance of Bradford on Avon.If this Head of Client Services job sounds like the right next step for you, apply now to find out more. Liability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information JBRP1_UKTJ

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 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 Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. 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 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. • Demonstrate excellence of service to clients and build strong relationships both internally and externally; act as a major point of contact within the firm., • Provide tax compliance and advisory services to a wide range of clients, in some cases using resource from a shared service team or via technology tools., • Manage a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection., • Understand potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person., • Counsel, appraise, develop and motivate staff as appropriate, • Coaching and developing junior members of staff to lead a culture of team development, • Support, train, mentor and advise others., • Lead large and/or complex projects You'll also 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 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. JBRP1_UKTJ

About us DRS is a legal consultancy specialising in commercial contracts relating to derivatives, financing and professional agreements. Trusted by banks, asset managers, hedge funds and trading firms across the globe, we provide solutions that deliver rapid and efficient negotiation and remediation of document portfolios. Established in 2009, we have approximately 100 members of staff, operating both on-site and off-site from our bright and modern offices in London and Newcastle. Our market leading team is led by our directors who all have extensive legal and industry expertise within financial services. Our ambition for the next five years is to grow to be the UK’s largest provider of outsourced contract management services to the financial services industry. The Opportunity You will join DRS as a Legal Consultant; supporting the negotiation of contracts on behalf of your assigned client within one of our DRS dedicated teams. You will be working alongside leading industry practitioners, senior lawyers and experienced colleagues. This is a client facing role, where you will be exposed to a wide range of financial institutions, from global banks to hedge funds and entrusted with a considerable amount of responsibility from the outset, as well as having the opportunity to progress within your team. You will be supported throughout by experienced colleagues and be able to continue to learn using the wealth of materials, including videos, presentations and guidance notes, available to you on the company’s learning management system. You will also have the opportunity to be considered for a training contract once in the role, should you meet the stipulated criteria. We have vacancies across numerous teams, offering both permanent and fixed term contracts (with scope to be made permanent thereafter) in our Newcastle office. Salary: £24,000 Responsibilities • Manage your own work load., • Liaise with clients and their counterparties to draft, negotiate, amend and execute commercial contracts such as ISDA agreements, CSAs, GMSLAs, GMRAs, NDAs and Terms of Business., • Manage and update negotiation databases; keeping track of external communications and ensuring appropriate escalations within the team., • Help provide information and wider reporting for internal DRS stakeholders and the client., • Participate in conference calls and/or face-to-face meetings within the DRS team, as well as with clients and counterparties., • Keep abreast of legal and regulatory developments in derivatives law and practice through research, attending industry specific events, regular company breakfast club sessions and through use of the company’s learning management system. Requirements • You’ll have at least a 2:1 Undergraduate degree in Law or equivalent degree. If your degree is in a different discipline, a legal conversion qualification (Graduate Diploma in Law or the Common Professional Examination) is desirable., • Interest in developing a career in Law., • Close attention to detail and strength in organisation and time management., • Excellent written and verbal communication skills., • Ability to build relationships with stakeholders and clients., • Ability to think creatively and solve problems. Our Culture We pride ourselves on cultivating an informal working environment by having accessible senior management, open plan offices and a real team approach. We are pleased to have received The Sunday Times 'Best Small Company to Work for' award 2019 and 2020. We have a flexible working culture and ask for staff to attend the office for 2 core days a week. We’re a diverse firm; speaking over 20 languages, with staff from over 23 countries. Our inclusive, supportive and innovative team dynamic always strive to do the right thing for our clients, for our colleagues and for the business. We take pride in the work we do, in the decisions we make and in the interactions we have. At DRS, we are dedicated to supporting your learning and development. As such, we offer an extensive career pathway to assist your growth and career goals, enabling you to envision a long-term future with us. To facilitate your progression through the career pathway, we provide a range of training material on our learning management system including, legal, technical and soft skills training. To help you settle into DRS, we have created support and coaching roles, as well as an in-depth training programme, so you feel fully supported in your role. We offer a sociable and collaborative culture; the relationships we build, both with each other and our clients, are what set us apart. We aspire to improve ourselves by knowing and understanding more each day, sharing knowledge and insight. We are dedicated to creating a team environment and each Friday we hold the ‘Breakfast Club’ where everyone in the company gets together (virtually) to discuss market developments, achievements and knowledge. We hold regular team meetings, weekly 1-2-1 sessions and monthly company-wide updates from our CEO. We also offer a social side to coming to work; hosting regular social events, team lunches, activities and Friday drinks/snacks. Benefits • Health Insurance, • Employee Assistance Programme, • Perks and discount, • Free Mental Health Support, • Cycle to work scheme, • 5% Employer Pension Contribution, • Life insurance, • Long term sickness insurance, • 25 days annual leave plus bank holidays, • Training budget Equal Opportunities We are committed to promoting equality of opportunity for all staff and job applicants. We aim to create a working environment in which all individuals are able to make best use of their skills, free from discrimination or harassment, and in which all decisions are based on merit. Return to work and flexible working conversations are also encouraged and supported. Our selection for recruitment does not discriminate on the basis of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnicity, ethnic or national origin, religion or belief, sex or sexual orientation or gender reassignment status (protected characteristics). If you require any adjustments for interview, please let us know and we'll be more than happy to accommodate. Use of Data If you apply to this position, we will hold personal data and your CV and/or application to DRS roles within our recruitment database (Workable) for a maximum of 24 months, for the purpose of considering you for this/ current and future roles. After this time your information will be deleted. If you wish for us to delete this information right away, please do let us know. You can also view our prospective employee and all of our updated GDPR compliant privacy here: _ #J-18808-Ljbffr

About us DRS is a legal consultancy specialising in commercial contracts relating to derivatives, financing and professional agreements. Trusted by banks, asset managers, hedge funds and trading firms across the globe, we provide solutions that deliver rapid and efficient negotiation and remediation of document portfolios. Established in 2009, we have approximately 100 members of staff, operating both on-site and off-site from our bright and modern offices in London and Newcastle. Our market leading team is led by our directors who all have extensive legal and industry expertise within financial services. Our ambition for the next five years is to grow to be the UK’s largest provider of outsourced contract management services to the financial services industry. The Opportunity You will join DRS as a Legal Consultant; supporting the negotiation of contracts on behalf of your assigned client within one of our DRS dedicated teams. You will be working alongside leading industry practitioners, senior lawyers and experienced colleagues. This is a client facing role, where you will be exposed to a wide range of financial institutions, from global banks to hedge funds and entrusted with a considerable amount of responsibility from the outset, as well as having the opportunity to progress within your team. You will be supported throughout by experienced colleagues and be able to continue to learn using the wealth of materials, including videos, presentations and guidance notes, available to you on the company’s learning management system. You will also have the opportunity to be considered for a training contract once in the role, should you meet the stipulated criteria. We have vacancies across numerous teams, offering both permanent and fixed term contracts (with scope to be made permanent thereafter) in our Newcastle office. Salary: £24,000 Responsibilities • Manage your own work load., • Liaise with clients and their counterparties to draft, negotiate, amend and execute commercial contracts such as ISDA agreements, CSAs, GMSLAs, GMRAs, NDAs and Terms of Business., • Manage and update negotiation databases; keeping track of external communications and ensuring appropriate escalations within the team., • Help provide information and wider reporting for internal DRS stakeholders and the client., • Participate in conference calls and/or face-to-face meetings within the DRS team, as well as with clients and counterparties., • Keep abreast of legal and regulatory developments in derivatives law and practice through research, attending industry specific events, regular company breakfast club sessions and through use of the company’s learning management system. Requirements • You’ll have at least a 2:1 Undergraduate degree in Law or equivalent degree. If your degree is in a different discipline, a legal conversion qualification (Graduate Diploma in Law or the Common Professional Examination) is desirable., • Interest in developing a career in Law., • Able to speak French fluently., • Close attention to detail and strength in organisation and time management., • Excellent written and verbal communication skills., • Ability to build relationships with stakeholders and clients., • Ability to think creatively and solve problems. Our Culture We pride ourselves on cultivating an informal working environment by having accessible senior management, open plan offices and a real team approach. We are pleased to have received The Sunday Times 'Best Small Company to Work for' award 2019 and 2020. We have a flexible working culture and ask for staff to attend the office for 2 core days a week. We’re a diverse firm; speaking over 20 languages, with staff from over 23 countries. Our inclusive, supportive and innovative team dynamic always strive to do the right thing for our clients, for our colleagues and for the business. We take pride in the work we do, in the decisions we make and in the interactions we have. At DRS, we are dedicated to supporting your learning and development. As such, we offer an extensive career pathway to assist your growth and career goals, enabling you to envision a long-term future with us. To facilitate your progression through the career pathway, we provide a range of training material on our learning management system including, legal, technical and soft skills training. To help you settle into DRS, we have created support and coaching roles, as well as an in-depth training programme, so you feel fully supported in your role. We offer a sociable and collaborative culture; the relationships we build, both with each other and our clients, are what set us apart. We aspire to improve ourselves by knowing and understanding more each day, sharing knowledge and insight. We are dedicated to creating a team environment and each Friday we hold the ‘Breakfast Club’ where everyone in the company gets together (virtually) to discuss market developments, achievements and knowledge. We hold regular team meetings, weekly 1-2-1 sessions and monthly company-wide updates from our CEO. We also offer a social side to coming to work; hosting regular social events, team lunches, activities and Friday drinks/snacks. Benefits • Health Insurance, • Employee Assistance Programme, • Perks and discount, • Free Mental Health Support, • Cycle to work scheme, • 5% Employer Pension Contribution, • Life insurance, • Long term sickness insurance, • 25 days annual leave plus bank holidays, • Training budget Equal Opportunities We are committed to promoting equality of opportunity for all staff and job applicants. We aim to create a working environment in which all individuals are able to make best use of their skills, free from discrimination or harassment, and in which all decisions are based on merit. Return to work and flexible working conversations are also encouraged and supported. Our selection for recruitment does not discriminate on the basis of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnicity, ethnic or national origin, religion or belief, sex or sexual orientation or gender reassignment status (protected characteristics). If you require any adjustments for interview, please let us know and we'll be more than happy to accommodate. Use of Data If you apply to this position, we will hold personal data and your CV and/or application to DRS roles within our recruitment database (Workable) for a maximum of 24 months, for the purpose of considering you for this/ current and future roles. After this time your information will be deleted. If you wish for us to delete this information right away, please do let us know. You can also view our prospective employee and all of our updated GDPR compliant privacy here: _ #J-18808-Ljbffr

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