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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. 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. * Building, developing and managing a portfolio of clients including control of billings and cash collection within the firms criteria. * Act as the key employment tax point of contact for the client. This will include responsibility for quality and risk as well as responding quickly to, and anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients. * An understanding of potential risks to the Firm in relation to the Firm’s quality control procedures * Experience of managing complex projects. * Educated to degree level and/or CTA and/or ACA qualified or equivalent 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.

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 The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don’t just advise on their specific business challenges, they open doors for other teams to provide our firm’s wider service offering. To succeed in this agile environment, you’ll need to demonstrate excellent problem-solving skills and initiative. In return, you’ll have the opportunity for progression, and the chance to develop in one of the industry’s most exciting and varied roles. We’ll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO’s Partners to enable us to serve our clients effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview Step into the role of Assistant Manager, where you'll manage a portfolio of clients and support senior team members in delivering services promptly. Your portfolio will include reviewing year-end statutory accounts compliance and liaising with audit teams, both BDO and non-BDO, alongside handling ad-hoc advisory requests. You'll assess resource needs, monitor progress against budgets and timelines, review junior staff work, and resolve issues before Manager or Partner review. You'll work independently, ensuring project delivery and acting as the first point of contact for clients and auditors. With strong accounting skills and business acumen, you'll analyse client data, make recommendations, and discuss issues credibly. You'll also play a key role in team development, promoting BDO values and providing performance feedback. You’ll be someone with: * A professional accountancy qualification such as ACA, ACCA or equivalent * An excellent working knowledge of FRS102 and IFRS * Experience as a trainee or senior role, including delivering statutory accounts preparation or accounting services to ambitious entrepreneurial businesses * A proven ability to research technical accounting matters * Demonstratable working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we’re working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We’ll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. 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. We’ll help you succeed Our Innovation Tax team covers R&D and Patent Box advice to our clients. We work alongside the firm’s key sector teams. Our people have flexibility in the areas and sectors they cover and are able to support the teams’ growth through their contribution. You will work with great people and great clients in a vibrant and innovative team. So if you’re after a career that will keep you on your toes, we’ll give you the platform and then provide you with the autonomy to drive your career forward. Within this role, you will provide R&D and Patent Box services to a range of clients from small start-ups to major multinationals across all lines of the sector. You will regularly engage with stakeholders at all levels, so it is important that you are able to clearly articulate complex tax issues and develop effective solutions and relationships with clients. You will also: * Provide R&D and Patent Box services to a wide range of clients using resource from a specialist 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 projects of limited scale or complexity. When you join us, we’ll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We’re 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 * 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.

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We’ll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. 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. We’ll help you succeed Our Innovation Tax team covers R&D and Patent Box advice to our clients. We work alongside the firm’s key sector teams. Our people have flexibility in the areas and sectors they cover and are able to support the teams’ growth through their contribution. You will work with great people and great clients in a vibrant and innovative team. So if you’re after a career that will keep you on your toes, we’ll give you the platform and then provide you with the autonomy to drive your career forward. Within this role, you will provide R&D and Patent Box services to a range of clients from small start-ups to major multinationals across all lines of the sector. You will regularly engage with stakeholders at all levels, so it is important that you are able to clearly articulate complex tax issues and develop effective solutions and relationships with clients. You will also: * Provide R&D and Patent Box services to a wide range of clients using resource from a specialist 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 projects of limited scale or complexity. When you join us, we’ll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We’re 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 * 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.

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. 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.

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. 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.

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. 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.

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.

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 Transaction Services provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients’ affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they’re experts in following through on top-level instructions and resolving the finer details – all in one straight-forward package. When you join them, you’ll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We’ll help you succeed 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. Working within Transaction Services, you will have the opportunity to support a range of clients by providing due diligence services to support them through events such as acquisitions, sale processes and capital markets transactions. We help to deliver successful transaction outcomes through our data-driven insights and commercial acumen. You’ll be someone with: * Good working knowledge of transaction services. * Previous experience of managing teams. * Self-starter who enjoys working as part of a team, but can also work autonomously. * Excellent interpersonal skills * Demonstrable ability to build networking relationships with referrers * A basis for an area of focus, such as a sector or a channel, so that future Business Development activities have a focus * Demonstrates a pro-active approach to continuous development * ACA/ACCA qualified (or equivalent), or relevant work experience. 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.

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 Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients’ affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they’re experts in following through on top-level instructions and resolving the finer details – all in one straight-forward package. When you join them, you’ll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We’ll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You’ll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You will be someone with; * A thorough working knowledge of Transaction Services activities * ACA/ACCA qualified (or equivalent), or relevant work experience. * Previous staff supervision or management experience. * Excellent knowledge of MS Office, in particular Word, Powerpoint and Excel. * For those involved in Capital Markets transactions a good knowledge of the relevant legislation. * Excellent interpersonal skills. * Demonstrates a pro-active approach to their continuous development. 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. #TJ-RW1 #LI-RW1

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We’ll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients’ affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they’re experts in following through on top-level instructions and resolving the finer details – all in one straight-forward package. When you join them, you’ll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We’ll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO’s Partners to enable us to serve our clients effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview Our Risk Advisory Services (RAS) team helps organisations understand, manage and respond to risk in an increasingly complex and fastmoving environment. We work with a diverse portfolio of clients across the commercial and not-for-profit sectors, providing assurance and advisory support that strengthens governance, enhances controls and drives better decision making. As part of the team, you’ll work on a wide range of internal audit, risk and advisory engagements in the Public Sector. You’ll collaborate closely with colleagues across the firm, applying innovative approaches, data analytics and professional judgement to deliver insights that add real value for our clients. As an Assistant Manager within Risk & Advisory Services (RAS), you will play a pivotal role in delivering high quality internal audit and advisory services to our Public Sector clients. You will work proactively, taking ownership of your responsibilities, while collaborating effectively with colleagues and maintaining regular, confident communication with BDO Senior Managers, Directors and Partners. You will be responsible for managing a limited portfolio of engagements, leading audits and specialist assignments, and supporting the development of junior team members. In doing so, you will build strong, trusted client relationships and make a meaningful contribution to the overall success of the team and service line. The role combines engagement and portfolio management with hands on delivery. Typically, you will spend around 50% of your time on management activities - such as engagement planning, portfolio oversight and project management - and 50% leading audits and undertaking specialist assignments, with this balance flexing in line with your experience and development. You'll be someone with: • Relevant professional experience, with a strong focus on internal audit or equivalent risk and assurance work preferably in the Public Sector., • A recognised professional qualification (e.g. CIA with QIAL, CMIIA/MIIA, CCAB or equivalent)., • Experience of planning and delivering audits, with the ability to exercise sound judgement and challenge constructively., • Strong written and verbal communication skills, with the confidence to engage effectively with clients and stakeholders., • Proficiency in MS Office and flowcharting tools; experience with internal audit systems and data analytics tools is advantageous, with training provided where required. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we’re working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

PMO Specialist 12-Month FTC in Southampton (likely to go perm) Hybrid - 2-3 days onsite per week £60,000 - £65,000 Base (Possible Flex) + Benefits Are you a dynamic PMO professional looking to make a significant impact within a leading UK wealth management firm? This is a rare opportunity to join a business that is actively transforming, modernising, and placing the customer at the very heart of everything they do. If you are bold, ambitious, and ready to challenge the status quo, this 12-month Fixed Term Contract (FTC) in Southampton is the perfect platform for your career. As a PMO Specialist, you will move beyond basic project tracking to drive a sophisticated Enterprise-wide Change Portfolio. You will work within a department that values curiosity and collaboration, ensuring strategic goals are met through expert governance and high-level portfolio insights. Your Impact and ResponsibilitiesIn this role, you will support the central PMO by providing structure, planning capability, and governance across the portfolio. • Enterprise Planning & Governance: Maintain and enhance PMO controls and frameworks, overseeing planning at the portfolio level to ensure alignment with business strategy., • Dependency & Risk Management: Track and maintain a clear view of dependencies across the portfolio, helping to identify and highlight interconnected risks., • Resource Management: Support portfolio-level resourcing by overlaying change and SME demand, helping to assess capacity and prioritisation. You are a confident team player who thrives in fast-paced environments and is comfortable working at the portfolio level. • Financial Services Experience: Experience in a PMO or project role within Financial Services is preferred, but not essential., • Portfolio Planning: Strong experience in enterprise or portfolio-level planning, dependency management, and resourcing support across multiple workstreams., • Technical Skills: Strong intermediate Excel skills and experience using project management tools such as Microsoft Project for the web., • Communication & Drive: Excellent communication skills, with the ability to build relationships, work collaboratively, and stay calm under pressure. Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

In this hands-on private client position, you’ll manage a high-quality portfolio. Your new company Our client is a well-established, modern and supportive practice with a strong reputation across the South Coast for delivering high-quality personal tax advice. Their friendly Personal Tax team in Southampton continues to grow, and they’re now looking for an experienced Private Client Tax Senior or Manager to join them. You’ll be part of a tight-knit team of six, working closely with approachable Partners who truly value accuracy, personal attention, and long-term client relationships. Your new role In this hands-on private client position, you’ll manage a high-quality portfolio covering personal tax, IHT, trusts and estates. Day to day, you’ll be preparing and reviewing a variety of personal tax compliance work, supporting Partners on advisory projects, and helping clients navigate the transition to Making Tax Digital.Your key responsibilities will include: • Managing a varied private client portfolio within the firm’s 1,300-client personal tax base., • Preparing/reviewing self-assessment returns, CGT calculations, P11Ds, trust & estate returns, and IHT forms., • Supporting Partners with MTD implementation and modernising tax processes., • Assisting with advisory work including income extraction, IHT planning, trust structuring and broader wealth/succession matters., • Acting as a liaison point between clients, HMRC, solicitors and internal teams., • Spotting planning opportunities and escalating advisory points where appropriate., • Supervising and mentoring junior colleagues, contributing to workflow management What you'll need to succeed You’ll bring strong experience from a practice environment, ideally as a Personal Tax Senior, Assistant Manager or Manager.The firm would love you to have: • ATT, CTA, ACA or ACCA qualification - or strong QBE experience., • A solid grounding in personal tax, IHT, trusts and estates., • Confidence managing a portfolio and working directly with private clients and HNWIs., • A proactive approach to digital change and MTD developments., • Excellent communication, organisation and client-care skills.What you'll get in return, • A competitive salary based on your experience., • Modern offices with free on-site parking., • Flexitime, overtime options and a good pension scheme., • A supportive, collaborative culture with accessible Partners., • Exposure to interesting, high-quality private client work.

Adviser Support Administrator Financial Services | Southampton | Hybrid (1 day WFH) CAP Resourcing is proud to be working with a well-established financial planning business in Southampton who are looking to appoint an Adviser Support Administrator to join their growing team. This is a key support role, working closely with Financial Advisers to ensure clients receive a professional, compliant and personable financial planning experience. To be successful in this role, you will be: • Highly organised with strong attention to detail, • Confident in written and verbal communication, • Comfortable working independently and as part of a team, • Able to manage multiple tasks and varying workloads, • IT-literate with solid Microsoft Office skills Desirable (but not essential) • Experience within a financial services environment, • Knowledge of investment products such as ISAs, pensions and bonds, • Experience using CRM systems and investment platforms, • Willingness to work towards a regulatory qualification (no qualifications required initially) What’s on Offer • Competitive salary, • Contributory pension (5% employee / 5% employer), • 20 days holiday plus bank holidays (rising to 25 with service), • Group medical benefits, • Death in service (4x salary), • Permanent health insurance, • Flexible working arrangements If you’re looking to develop a long-term career within financial services in a supportive, professional environment, we’d love to hear from you.

Job Description PMO Specialist 12-Month FTC in Southampton (likely to go perm) Hybrid - 2-3 days onsite per week £60,000 - £65,000 Base (Possible Flex) + Benefits Are you a dynamic PMO professional looking to make a significant impact within a leading UK wealth management firm? This is a rare opportunity to join a business that is actively transforming, modernising, and placing the customer at the very heart of ... ZIPC1_UKTJ

Ideas | People | Trust Were BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate todays changing world. Our clients are Britains economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. Well broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, theyre experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, youll work on some of the worlds most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. Well 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. Youll be someone who can work pro-actively, managing your own tasks, but youll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDOs Partners to enable us to serve our clients effectively. Youll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview Our Risk Advisory Services (RAS) team helps organisations understand, manage and respond to risk in an increasingly complex and fastmoving environment. We work with a diverse portfolio of clients across the commercial and not-for-profit sectors, providing assurance and advisory support that strengthens governance, enhances controls and drives better decision making. As part of the team, youll work on a wide range of internal audit, risk and advisory engagements in the Public Sector. Youll collaborate closely with colleagues across the firm, applying innovative approaches, data analytics and professional judgement to deliver insights that add real value for our clients. As an Assistant Manager within Risk & Advisory Services (RAS), you will play a pivotal role in delivering high quality internal audit and advisory services to our Public Sector clients. You will work proactively, taking ownership of your responsibilities, while collaborating effectively with colleagues and maintaining regular, confident communication with BDO Senior Managers, Directors and Partners. You will be responsible for managing a limited portfolio of engagements, leading audits and specialist assignments, and supporting the development of junior team members. In doing so, you will build strong, trusted client relationships and make a meaningful contribution to the overall success of the team and service line. The role combines engagement and portfolio management with hands on delivery. Typically, you will spend around 50% of your time on management activities - such as engagement planning, portfolio oversight and project management - and 50% leading audits and undertaking specialist assignments, with this balance flexing in line with your experience and development. Youll be someone with: Relevant professional experience, with a strong focus on internal audit or equivalent risk and assurance work preferably in the Public Sector. A recognised professional qualification (e.g. CIA with QIAL, CMIIA/MIIA, CCAB or equivalent). Experience of planning and delivering audits, with the ability to exercise sound judgement and challenge constructively. Strong written and verbal communication skills, with the confidence to engage effectively with clients and stakeholders. Proficiency in MS Office and flowcharting tools; experience with internal audit systems and data analytics tools is advantageous, with training provided where required. At BDO, well help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. Were in it together Mutual support and respect is one of BDOs core values and were proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, well 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 were 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, youll 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 weve invested in state-of-the-art collaboration spaces in our offices. BDOs people represent a wealth of knowledge and expertise, and well encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, youll never stop learning at BDO. Were 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 were always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. Weve got a clear purpose, and were confident in our future, because were 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.

Financial Adviser must hold level 4 Financial Planner We are seeking an experienced Financial Adviser to join a dynamic advisory team. This is an opportunity for a trusted, client-focused professional to deliver high-quality financial planning and wealth management services, mentor junior advisers, and contribute to business growth. Key responsibilities - Deliver comprehensive financial advice to a portfolio of clients, covering investments, retirement planning, pensions, protection, tax-efficient strategies, estate planning and cashflow modelling. - Conduct detailed financial reviews, risk profiling and suitability assessments; prepare clear, compliant advice documentation and recommendations. - Build and maintain strong client relationships, ensuring excellent service, retention and referral generation. - Support business development activities including client seminars, referrals and proactive contact strategies. - Mentor and coach junior advisers and support staff; contribute to team training and process improvements. - Ensure compliance with professional and regulatory standards; maintain up-to-date knowledge of market developments, products and legislation. - Use financial planning software, CRM systems and Excel to produce client reports and manage workflows. Essential skills and experience - Proven experience as a financial adviser with a track record of delivering holistic advice and managing a client book...

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 Transaction Services provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed 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. Working within Transaction Services, you will have the opportunity to support a range of clients by providing due diligence services to support them through events such as acquisitions, sale processes and capital markets transactions. We help to deliver successful transaction outcomes through our data-driven insights and commercial acumen. You'll be someone with: Good working knowledge of transaction services. Previous experience of managing teams. Self-starter who enjoys working as part of a team, but can also work autonomously. Excellent interpersonal skills Demonstrable ability to build networking relationships with referrers A basis for an area of focus, such as a sector or a channel, so that future Business Development activities have a focus Demonstrates a pro-active approach to continuous development ACA/ACCA qualified (or equivalent), or relevant work experience. 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.c272c101-f45c-4783-b4a0-50ad222b87c0

Ideas | People | Trust Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully. 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. 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

This is an excellent opportunity for an experienced Driver to extend your skills and become a n IPAF Driver / Operator in our Specialist Vehicle mount division. As a Driver/ Operator you will drive the vehicle mounted access equipment to site and operate in line with the customers requirements. This could be as varied as setting up a camera crew at a sporting event, lighting equipment on a film set or providing access for window cleaning at height. In this role as Driver/ Operator, good customer service skills are essential as well as an HGV class 2 licence. Full training in the operation of our equipment will be provided for the right candidate. Full training in the operation of our equipment will be provided for the right candidate. The role requires extreme flexibility with working hours. There is no set shift pattern. In return you will receive an on target earnings of £50,000 (including shift allowances and overtime), 25 days holiday + bank holidays, life assurance, Westfield Health Insurance and full training. Responsibilities include: - Operating truck mounted mobile elevation platforms. Drive vehicle in a safe and efficient manner, as appropriate to category of licence held. Maintain cleanliness of vehicle and ancillary equipment. Comply with all relevant legislation regarding safety, and working time etc. Site and set up machine correctly in accordance with training and operators manual. 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. Ensure current test and thorough examination reports are carried out. The ideal candidate will have: - Good interpersonal skills and an understanding of the importance of excellent customer service are essential. You must hold a HGV class 2 licence. A head for working at heights. Flexibility with working hours, to include some nights and regular weekends. 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 TPBN1_UKTJ

Paraplanner Wealth Management Financial Services We are looking for a new Paraplanner to join our friendly Team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families. As Paraplanner, you will be responsible for providing high quality support and ensuring complete and accurate records are maintained. We are a company who pride ourselves on providing the most exceptional levels of service to clients. This is a great opportunity for a highly competent and qualified Paraplanner with exceptional technical and inter-personal skills to become an integral part of the team. You will have the opportunity to develop your role around your own skill set and to play an important role in our exciting future. Skills Required Minimum Diploma Level (Level 4) qualified, preferably Advanced Diploma (Level 6) Opportunity to take further exams/training with an expectation to advance towards Level 7 (Certified Financial Planner) Strong knowledge of all investment, life and pension products, legislation and compliance Excellent analytical skills Excellent administrative, research, report writing and communication skills We will consider applicants that are part way through their training or recently qualified Job Description Working as part of a small team of Paraplanners in supporting the Financial Planners and Client Relationship Managers Analysis of clients circumstances and requirements to develop financial plans using Voyant and Timeline cash flow modelling tools Completing suitability reports Participating in the Investment Committee and working with external third parties for delivery of our investment strategies and due diligence processes Research, analysis and compiling documentation for Financial Planners and compliance Assisting in client meetings Maintain the workflow alongside the Team to provide a timely and accurate service to clients and Financial Planners Maintaining and developing our back-office systems (Intelligent Office), managing workflows and assisting in the processing of business Provide an efficient, friendly and professional point of contact for clients and enquiries by phone, email and in person This is a family orientated business with an excellent working environment and culture. We are offering the following to the successful candidate: Competitive salary plus discretionary bonus 20 days holiday (plus bank holidays) in addition the company is closed between Christmas Eve and New Year and these days are awarded as additional days holiday, plus a day off for your birthday A full pension package Discretionary Hybrid working WFH and Office Job Type: Full-time Benefits: Company pension Cycle to work scheme Free parking Health & wellbeing programme Professional Development Budget On-site parking Private medical insurance Sabbatical for every five years of continuous service TPBN1_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 that lead them. We'll broaden your horizons The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. We'll help you succeed Our clients trust us because of the quality of our advice . That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively . You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview Step into the role of Assistant Manager, where you'll manage a portfolio of clients and support senior team members in delivering services promptly. Your portfolio will include reviewing year-end statutory accounts compliance and liaising with audit teams, both BDO and non-BDO, alongside handling ad-hoc advisory requests. You'll assess resource needs, monitor progress against budgets and timelines, review junior staff work, and resolve issues before Manager or Partner review. You'll work independently, ensuring project delivery and acting as the first point of contact for clients and auditors. With strong accounting skills and business acumen, you'll analyse client data, make recommendations, and discuss issues credibly. You'll also play a key role in team development, promoting BDO values and providing performance feedback. You'll be someone with: A professional accountancy qualification such as ACA, ACCA or equivalent An excellent working knowledge of FRS102 and IFRS Experience as a trainee or senior role, including delivering statutory accounts preparation or accounting services to ambitious entrepreneurial businesses A proven ability to research technical accounting matters Demonstratable working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive , people-centred culture . From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side . Our agile working framework helps us stay connected, bringing teams together whe re and whe n it counts so they can share ideas and help one another . At BDO, you'll always have access to the people and resources you need to do your best work . We know that c ollaboration is the key to creating value for our clients and satisfying experiences at work , so w e 've invested in state-of-the-art collaboration spaces in our offices . BDO's people represent a wealth of knowledge and expertise , and w e'll encourage you to build your network , work alongside others , and share your skills and experiences . With a range of multidisciplinary events and dedicated resources , you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across the UK thousands of u nique 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. TPBN1_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. TPBN1_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. 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. Building, developing and managing a portfolio of clients including control of billings and cash collection within the firms criteria. Act as the key employment tax point of contact for the client. This will include responsibility for quality and risk as well as responding quickly to, and anticipating , client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients. An understanding of potential risks to the Firm in relation to the Firm's quality control procedures Experience of managing complex projects. Educated to degree level and/or CTA and/or ACA qualified or equivalent 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.c272c101-f45c-4783-b4a0-50ad222b87c0

A leading wealth management company in Southampton is seeking a Senior Group Reporting Accountant to oversee financial and regulatory reporting. The role includes producing financial statements, managing a team, and implementing reporting processes.

A leading wealth management firm is seeking a Test Programme Manager to oversee end-to-end test delivery within a dynamic technology programme. The ideal candidate will have proven experience in complex programmes, in-depth knowledge of testing lifecycles, and the ability to navigate challenging env

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HGV Class 2 Driver We are looking for a Class 2 HGV Driver to deliver and collect powered access machines on a low loader vehicle. This is an excellent opportunity to join the UK market leader in powered access, as full training can be provided. As an HGV class 2 driver we are looking for people that have the correct licences, hold a CPC card, enjoy dealing with people on a daily basis, have excellent customer service skills and understand the importance of health and safety within an organisation. In return you'll receive full training, a competitive salary, 25 days holiday + bank holidays, life assurance, Westfield Health Insurance, auto enrolment pension and access to retail discounts. Responsibilities include: - Load and unload machines in accordance with the Company code of practice and use appropriate equipment. Maintaining security of load when loading, transporting and delivering machines. Handover machines to customers and familiarise customers with machine operation Carry out daily checks on vehicle and ancillary equipment. Comply with legislation regarding vehicle safety, tachographs operation and working time. Relay appropriate customer queries to depot staff as required. Act as an ambassador for the company, providing high standard of customer care and being polite at all times. Accurately complete all relevant paperwork. About you: - You must hold an HGV class 2 licence & a full CPC card. Experience of driving a low loader vehicle delivering plant or recovering vehicles is preferred, though full training can be provided. An understanding of the importance of customer service is essential as you will be responsible for demonstrating our equipment to customers. A demonstrable understanding of HGV vehicle safety and upkeep. 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

PMO Specialist 12-Month FTC in Southampton (likely to go perm) Hybrid - 2-3 days onsite per week £60,000 - £65,000 Base (Possible Flex) + Benefits Are you a dynamic PMO professional looking to make a significant impact within a leading UK wealth management firm? This is a rare opportunity to join a business that is actively transforming, modernising, and placing the customer at the very heart of everything they do. If you are bold, ambitious, and ready to challenge the status quo, this 12-month Fixed Term Contract (FTC) in Southampton is the perfect platform for your career. As a PMO Specialist, you will move beyond basic project tracking to drive a sophisticated Enterprise-wide Change Portfolio. You will work within a department that values curiosity and collaboration, ensuring strategic goals are met through expert governance and high-level portfolio insights. Your Impact and Responsibilities In this role, you will support the central PMO by providing structure, planning capability, and governance across the portfolio. Enterprise Planning & Governance: Maintain and enhance PMO controls and frameworks, overseeing planning at the portfolio level to ensure alignment with business strategy. Dependency & Risk Management: Track and maintain a clear view of dependencies across the portfolio, helping to identify and highlight interconnected risks. Resource Management: Support portfolio-level resourcing by overlaying change and SME demand, helping to assess capacity and prioritisation. Reporting & MI: Produce clear and accurate portfolio reporting, translating complex data into meaningful insight for senior stakeholders.What You Bring to the Team You are a confident team player who thrives in fast-paced environments and is comfortable working at the portfolio level. Financial Services Experience: Experience in a PMO or project role within Financial Services is preferred, but not essential. Portfolio Planning: Strong experience in enterprise or portfolio-level planning, dependency management, and resourcing support across multiple workstreams. Technical Skills: Strong intermediate Excel skills and experience using project management tools such as Microsoft Project for the web. Communication & Drive: Excellent communication skills, with the ability to build relationships, work collaboratively, and stay calm under pressure. Attention to Detail: Strong focus on accuracy and quality, with the ability to produce clean, reliable output in a fast-moving environment.Click 'Apply' now to submit your CV and start your application. If you've held any of these roles or used these technologies/skills, this role could be a great fit: PMO Analyst, Enterprise PMO Specialist, Portfolio Planning Manager, Change Management, Dependency Management, Resource Planning, Financial Services PMO, Wealth Management, Project Governance, Excel, Power BI, and Portfolio Assurance. Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM teams work one-on-one with clients to advise and deliver customized strat

The Asset Management (AM) Trading Engineering team builds and supports a central function of the Asset and Wealth Management Division with over $2. Asset & Wealth Management - Software Engineer - Associate / Vice President - London.

Ideal candidates will have senior-level experience in digital communications, vendor management, and a strong grasp of analytics tools.

Join us to shape the future of wealth management! #J-18808-Ljbffr.

Goldman Sachs Asset Management is one of the world’s leading asset managers, overseeing more than $3.

A leading wealth management firm is offering a 10-week internship from July 1 to September 4, 2026, aimed at students eager to explore the wealth management industry.

Our client is a boutique consultancy undergoing considerable expansion and as part of this exciting growth, they are looking for experienced regulatory consultants with strong wealth management experience within the consultancy space. Leading regulatory engagements and advising a variety of asset an

The IA Asset and Wealth Management team in Birmingham is responsible for auditing the Asset Management, Private Wealth Management and Marcus business areas, its products, and supporting functions within the UK. IA comprises global functional audit teams covering the various business areas of the fir

A prestigious global asset management firm is seeking a Senior Executive Assistant to support their Global COO.

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A boutique financial advisory firm in the United Kingdom is seeking experienced advisers who possess a transferable client book.This opportunity offers a flexible operating model, enabling advisers to manage their own client relationships within a robust regulatory framework.Candidates should have a

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The data science team sits alongside the Goldman Sachs Private Equity Deal Teams and works closely with the Goldman Sachs Value Accelerator and portfolio company management teams. Partner strategically with portfolio company management teams to drive data and AI initiatives for value creation. Found