Quantum Advisory have an exciting opportunity for a Graduate Actuarial Assistant Consultant to join their team. Location: Cardiff, CF3 0LW (Hybrid Working) Salary: £28K - 35K PA (Dependant on qualifications and experience) Job Type: Full-time, Permanent Close Date: 10th May 2024 About Us: At Quantum Advisory, we're committed to delivering high-quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who have previously led actuarial and employee benefit consulting teams at major firms. Additionally, we have welcomed senior appointments from other industry leaders, enhancing our expertise across all locations. With a first-class pedigree and extensive experience, there's little in the realm of pensions work that we haven't undertaken. By investing in talented individuals, robust systems, and fostering proactive solution-based thinking, we aim to provide a premium service to our clients. Graduate Actuarial Assistant Consultant - The Role: Quantum Advisory is looking for a graduate to join our actuarial team as an Assistant Consultant. This exciting role provides an opportunity to begin your career as an actuary. Using financial and statistical techniques, actuaries help solve business problems by looking at future events, the likelihood of them happening, when they might happen and how much money businesses will need to be put aside to cover costs should they happen. As part of the actuarial team you will work on our growing client base to deliver services to pension scheme trustees and sponsoring employers, with a view to you taking increasing responsibility for tasks under the mentoring of more senior members of the team. Graduate Actuarial Assistant Consultant - Key Responsibilities: In this broad role, your responsibilities will include completing mathematical calculations such as individual member calculations, actuarial valuations for pension schemes and company accounting disclosures, as well as assisting with the drafting of actuarial documents and other communications. In addition, you will have opportunities to develop your consulting skills through involvement in helping to deliver pensions consultancy services to our clients. This element of the role will include drafting trustee reports, member benefit communications and member newsletters, as well as helping our administration teams with complex member cases. Graduate Actuarial Assistant Consultant - You: - Graduate in a numerate subject - Willingness to study towards relevant professional exams - Strong mathematical ability - Excellent organisational skills - Attention to detail - Aptitude for exceeding expectations - Exceptional communication skills - Team player Graduate Actuarial Assistant Consultant - Benefits: - Join a close-knit team of skilled, experienced, and passionate professionals - Friendly work environment - Flexible working hours - 24 days of holiday per year with holiday trading option - Volunteering leave - Flexible benefits tailored to personal circumstances - DC pension scheme - Discretionary annual bonus - Structured study and training plan - Opportunities for skill and career development To submit your application for this exciting Graduate Actuarial Assistant Consultant opportunity, please click 'Apply' now. Please note the closing date for applications is the 10th of May 2024. We reserve the right to close this vacancy early once a sufficient number of applications have been received.
Apr 24, 2024
Full time
Quantum Advisory have an exciting opportunity for a Graduate Actuarial Assistant Consultant to join their team. Location: Cardiff, CF3 0LW (Hybrid Working) Salary: £28K - 35K PA (Dependant on qualifications and experience) Job Type: Full-time, Permanent Close Date: 10th May 2024 About Us: At Quantum Advisory, we're committed to delivering high-quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who have previously led actuarial and employee benefit consulting teams at major firms. Additionally, we have welcomed senior appointments from other industry leaders, enhancing our expertise across all locations. With a first-class pedigree and extensive experience, there's little in the realm of pensions work that we haven't undertaken. By investing in talented individuals, robust systems, and fostering proactive solution-based thinking, we aim to provide a premium service to our clients. Graduate Actuarial Assistant Consultant - The Role: Quantum Advisory is looking for a graduate to join our actuarial team as an Assistant Consultant. This exciting role provides an opportunity to begin your career as an actuary. Using financial and statistical techniques, actuaries help solve business problems by looking at future events, the likelihood of them happening, when they might happen and how much money businesses will need to be put aside to cover costs should they happen. As part of the actuarial team you will work on our growing client base to deliver services to pension scheme trustees and sponsoring employers, with a view to you taking increasing responsibility for tasks under the mentoring of more senior members of the team. Graduate Actuarial Assistant Consultant - Key Responsibilities: In this broad role, your responsibilities will include completing mathematical calculations such as individual member calculations, actuarial valuations for pension schemes and company accounting disclosures, as well as assisting with the drafting of actuarial documents and other communications. In addition, you will have opportunities to develop your consulting skills through involvement in helping to deliver pensions consultancy services to our clients. This element of the role will include drafting trustee reports, member benefit communications and member newsletters, as well as helping our administration teams with complex member cases. Graduate Actuarial Assistant Consultant - You: - Graduate in a numerate subject - Willingness to study towards relevant professional exams - Strong mathematical ability - Excellent organisational skills - Attention to detail - Aptitude for exceeding expectations - Exceptional communication skills - Team player Graduate Actuarial Assistant Consultant - Benefits: - Join a close-knit team of skilled, experienced, and passionate professionals - Friendly work environment - Flexible working hours - 24 days of holiday per year with holiday trading option - Volunteering leave - Flexible benefits tailored to personal circumstances - DC pension scheme - Discretionary annual bonus - Structured study and training plan - Opportunities for skill and career development To submit your application for this exciting Graduate Actuarial Assistant Consultant opportunity, please click 'Apply' now. Please note the closing date for applications is the 10th of May 2024. We reserve the right to close this vacancy early once a sufficient number of applications have been received.
Job Title: Senior IFA Administrator Location: Finchley, North London Salary: £40,000 - £45,000 What's on offer? Opportunity to head up an evolving Financial Planning division and manage a team of 3 Fridays working from home 24 days of annual leave Career progression An additional day off for your birthday every year Excellent training and development opportunities Private medical insurance Bonus scheme Pension Contribution Group Life Insurance Christmas and Summer parties Quarterly get together and team building Small milestone gifts This is an exciting opportunity for an Senior IFA Administrator to head up the growing Financial Planning division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and allows the Financial arm access to high net worth clients.You will be a part of an entrepreneurial, forward-thinking company looking to invest in & develop their team as the company grows.You may be an experienced IFA Administrator looking to step up, or already in the Senior role. You will be working directly with the Lead Adviser and Administrator to manage the back office function of the business.Personal development & full study support for CII Financial Planning exams provided. Key Requirements: Minimum of 4 years of proven experience in Administration within the financial services sector (preferably an IFA). IO experience is crucial for managing systems. Excel skills are desirable. Ability to motivate and manage a team. Strong client communication skills. What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Synonyms: Office Manager, Practice Manager, Administration Manager, Admin Manager, Operations Manager, Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support
Apr 24, 2024
Full time
Job Title: Senior IFA Administrator Location: Finchley, North London Salary: £40,000 - £45,000 What's on offer? Opportunity to head up an evolving Financial Planning division and manage a team of 3 Fridays working from home 24 days of annual leave Career progression An additional day off for your birthday every year Excellent training and development opportunities Private medical insurance Bonus scheme Pension Contribution Group Life Insurance Christmas and Summer parties Quarterly get together and team building Small milestone gifts This is an exciting opportunity for an Senior IFA Administrator to head up the growing Financial Planning division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and allows the Financial arm access to high net worth clients.You will be a part of an entrepreneurial, forward-thinking company looking to invest in & develop their team as the company grows.You may be an experienced IFA Administrator looking to step up, or already in the Senior role. You will be working directly with the Lead Adviser and Administrator to manage the back office function of the business.Personal development & full study support for CII Financial Planning exams provided. Key Requirements: Minimum of 4 years of proven experience in Administration within the financial services sector (preferably an IFA). IO experience is crucial for managing systems. Excel skills are desirable. Ability to motivate and manage a team. Strong client communication skills. What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Synonyms: Office Manager, Practice Manager, Administration Manager, Admin Manager, Operations Manager, Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support
BDO Tax School Leaver Apprenticeship Programme Salary: £23,750 Locations: Southampton 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. WHERE IT ALL BEGINS Our Tax professionals draw on their comprehensive experience to deliver industry-leading insights and innovation. Our tax services include advice on employment taxation and international tax, transaction support for mergers and acquisitions, VAT services, expatriate tax advice and more. Tax is a rewarding area for diverse personalities, whether you enjoy untangling complex technical details, working with technology, relish connecting with and helping brilliant people, or love solving problems in new and unique ways. There are always fresh challenges to face as part of the Tax team. The Tax School Leaver Apprenticeship Programme Our four-year Tax School Leaver Apprenticeship Programme is your opportunity to combine work experience with achieving your professional qualifications. We'll cover your fees and give you the training and support you need to balance your work and studies. T raining isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. This programme will begin in September 202 4 What we're looking for We want you to thrive in an environment built to help you succeed. We're looking for the following: Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential Candidates who hold an undergraduate degree are not eligible for this programme, but are welcome to explore our graduate programmes. When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn and feel respected, at all times . Why Accountancy at BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at client sites and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Closing date to apply: 26 th March 202 4 Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
Apr 24, 2024
Full time
BDO Tax School Leaver Apprenticeship Programme Salary: £23,750 Locations: Southampton 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. WHERE IT ALL BEGINS Our Tax professionals draw on their comprehensive experience to deliver industry-leading insights and innovation. Our tax services include advice on employment taxation and international tax, transaction support for mergers and acquisitions, VAT services, expatriate tax advice and more. Tax is a rewarding area for diverse personalities, whether you enjoy untangling complex technical details, working with technology, relish connecting with and helping brilliant people, or love solving problems in new and unique ways. There are always fresh challenges to face as part of the Tax team. The Tax School Leaver Apprenticeship Programme Our four-year Tax School Leaver Apprenticeship Programme is your opportunity to combine work experience with achieving your professional qualifications. We'll cover your fees and give you the training and support you need to balance your work and studies. T raining isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. This programme will begin in September 202 4 What we're looking for We want you to thrive in an environment built to help you succeed. We're looking for the following: Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential Candidates who hold an undergraduate degree are not eligible for this programme, but are welcome to explore our graduate programmes. When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn and feel respected, at all times . Why Accountancy at BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at client sites and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Closing date to apply: 26 th March 202 4 Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
202 4 Graduate Audit Programme - South East Region Salary: £26,500 Locations: Southampton 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. THIS IS WHERE IT ALL BEGINS When you work in audit, your work will matter from day one. It's about solving challenges and delivering high-quality reporting that make sure businesses and organisations can trust the numbers they use to make decisions. It's varied and it's challenging. You'll be part of our High Performing Audit teams, gaining a deep understanding of a huge range of sectors and organisations, as you're supported and challenged every day to deliver high quality work. That's why we look for curious and driven people who are ready to learn and take real pride in what they do. It's an exciting opportunity to learn the business world inside-out and do work that makes a real difference. The Audit Graduate Programme The three-year Audit Graduate Programme is your opportunity to learn the business inside out, get hands-on experience on real projects and achieve a recognised professional qualification. We'll cover your fees and give you the training and support you need to balance your work and studies. T raining isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. We have opportunities in our Southampton office. What we're looking for We want you to thrive in an environment built to help you succeed. We' re lo oking for someone with: A 2:2 degree in any discipline (obtained or predicted) Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn, and feel respected, at all times . Why BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at audited entities and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
Apr 23, 2024
Full time
202 4 Graduate Audit Programme - South East Region Salary: £26,500 Locations: Southampton 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. THIS IS WHERE IT ALL BEGINS When you work in audit, your work will matter from day one. It's about solving challenges and delivering high-quality reporting that make sure businesses and organisations can trust the numbers they use to make decisions. It's varied and it's challenging. You'll be part of our High Performing Audit teams, gaining a deep understanding of a huge range of sectors and organisations, as you're supported and challenged every day to deliver high quality work. That's why we look for curious and driven people who are ready to learn and take real pride in what they do. It's an exciting opportunity to learn the business world inside-out and do work that makes a real difference. The Audit Graduate Programme The three-year Audit Graduate Programme is your opportunity to learn the business inside out, get hands-on experience on real projects and achieve a recognised professional qualification. We'll cover your fees and give you the training and support you need to balance your work and studies. T raining isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. We have opportunities in our Southampton office. What we're looking for We want you to thrive in an environment built to help you succeed. We' re lo oking for someone with: A 2:2 degree in any discipline (obtained or predicted) Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn, and feel respected, at all times . Why BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at audited entities and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
BDO Audit Graduate Programme - Scotland Salary: £26,000 Locations: Glasgow 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. THIS IS WHERE IT ALL BEGINS When you work in audit, your work will matter from day one. It's about solving challenges and delivering high-quality reporting that make sure businesses and organisations can trust the numbers they use to make decisions. It's varied and it's challenging. You'll be part of our High Performing Audit teams, gaining a deep understanding of a huge range of sectors and organisations, as you're supported and challenged every day to deliver high quality work. That's why we look for curious and driven people who are ready to learn and take real pride in what they do. It's an exciting opportunity to learn the business world inside-out and do work that makes a real difference. The Audit Graduate Programme The three-year Audit Graduate Programme is your opportunity to learn the business inside out, get hands-on experience on real projects and achieve a recognised professional qualification. We'll cover your fees and give you the training and support you need to balance your work and studies. Training isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. We have opportunities in our Audit team based in Glasgow. What we're looking for We want you to thrive in an environment built to help you succeed. We're looking for someone with: A 2:2 degree in any discipline (obtained or predicted) Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn, and feel respected, at all times. Why BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at audited entities and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
Apr 23, 2024
Full time
BDO Audit Graduate Programme - Scotland Salary: £26,000 Locations: Glasgow 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. THIS IS WHERE IT ALL BEGINS When you work in audit, your work will matter from day one. It's about solving challenges and delivering high-quality reporting that make sure businesses and organisations can trust the numbers they use to make decisions. It's varied and it's challenging. You'll be part of our High Performing Audit teams, gaining a deep understanding of a huge range of sectors and organisations, as you're supported and challenged every day to deliver high quality work. That's why we look for curious and driven people who are ready to learn and take real pride in what they do. It's an exciting opportunity to learn the business world inside-out and do work that makes a real difference. The Audit Graduate Programme The three-year Audit Graduate Programme is your opportunity to learn the business inside out, get hands-on experience on real projects and achieve a recognised professional qualification. We'll cover your fees and give you the training and support you need to balance your work and studies. Training isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. We have opportunities in our Audit team based in Glasgow. What we're looking for We want you to thrive in an environment built to help you succeed. We're looking for someone with: A 2:2 degree in any discipline (obtained or predicted) Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn, and feel respected, at all times. Why BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at audited entities and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
BDO Tax Graduate Programme - South West Salary: £26,500 Locations: Bristol 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. THIS IS WHERE IT ALL BEGINS Our Tax professionals draw on their comprehensive experience to deliver industry-leading insights and innovation. Our tax services include advice on employment taxation and international tax, transaction support for mergers and acquisitions, VAT services, expatriate tax advice and more. Tax is a rewarding area for diverse personalities, whether you enjoy untangling complex technical details, working with technology, relish connecting with and helping brilliant people, or love solving problems in new and unique ways. There are always fresh challenges to face as part of the Tax team. The Tax Graduate Programme The three-year Tax Graduate Programme is your opportunity to learn the business inside out, get hands-on experience on real projects and achieve a recognised professional qualification. We'll cover your fees and give you the training and support you need to balance your work and studies. T raining isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. Through our 'tax academy ', you'll engage in partner-led workshops each month to support your development and grow your consulting skills. It's also a chance for you to learn alongside your national tax trainee cohort and build your professional network. We have opportunities in the following Tax teams ; Tax - VAT - Bristol Tax - Bristol What we're looking for We want you to thrive in an environment built to help you succeed. We're looking for someone with: A 2:2 degree in any discipline (obtained or predicted) Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn, and feel respected, at all times . Why BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at client sites and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
Apr 22, 2024
Full time
BDO Tax Graduate Programme - South West Salary: £26,500 Locations: Bristol 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. THIS IS WHERE IT ALL BEGINS Our Tax professionals draw on their comprehensive experience to deliver industry-leading insights and innovation. Our tax services include advice on employment taxation and international tax, transaction support for mergers and acquisitions, VAT services, expatriate tax advice and more. Tax is a rewarding area for diverse personalities, whether you enjoy untangling complex technical details, working with technology, relish connecting with and helping brilliant people, or love solving problems in new and unique ways. There are always fresh challenges to face as part of the Tax team. The Tax Graduate Programme The three-year Tax Graduate Programme is your opportunity to learn the business inside out, get hands-on experience on real projects and achieve a recognised professional qualification. We'll cover your fees and give you the training and support you need to balance your work and studies. T raining isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. Through our 'tax academy ', you'll engage in partner-led workshops each month to support your development and grow your consulting skills. It's also a chance for you to learn alongside your national tax trainee cohort and build your professional network. We have opportunities in the following Tax teams ; Tax - VAT - Bristol Tax - Bristol What we're looking for We want you to thrive in an environment built to help you succeed. We're looking for someone with: A 2:2 degree in any discipline (obtained or predicted) Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn, and feel respected, at all times . Why BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at client sites and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
2024 Graduate Audit Programme - South West Salary: £26,500 Locations: Bristol 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. THIS IS WHERE IT ALL BEGINS When you work in audit, your work will matter from day one. It's about solving challenges and delivering high-quality reporting that make sure businesses and organisations can trust the numbers they use to make decisions. It's varied and it's challenging. You'll be part of our High Performing Audit teams, gaining a deep understanding of a huge range of sectors and organisations, as you're supported and challenged every day to deliver high quality work. That's why we look for curious and driven people who are ready to learn and take real pride in what they do. It's an exciting opportunity to learn the business world inside-out and do work that makes a real difference. The Audit Graduate Programme The three-year Audit Graduate Programme is your opportunity to learn the business inside out, get hands-on experience on real projects and achieve a recognised professional qualification. We'll cover your fees and give you the training and support you need to balance your work and studies. Training isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. This role is based in our Audit team in our Bristol office. What we're looking for We want you to thrive in an environment built to help you succeed. We're looking for someone with: A 2:2 degree in any discipline (obtained or predicted) Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn, and feel respected, at all times. Why BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at audited entities and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
Apr 22, 2024
Full time
2024 Graduate Audit Programme - South West Salary: £26,500 Locations: Bristol 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. THIS IS WHERE IT ALL BEGINS When you work in audit, your work will matter from day one. It's about solving challenges and delivering high-quality reporting that make sure businesses and organisations can trust the numbers they use to make decisions. It's varied and it's challenging. You'll be part of our High Performing Audit teams, gaining a deep understanding of a huge range of sectors and organisations, as you're supported and challenged every day to deliver high quality work. That's why we look for curious and driven people who are ready to learn and take real pride in what they do. It's an exciting opportunity to learn the business world inside-out and do work that makes a real difference. The Audit Graduate Programme The three-year Audit Graduate Programme is your opportunity to learn the business inside out, get hands-on experience on real projects and achieve a recognised professional qualification. We'll cover your fees and give you the training and support you need to balance your work and studies. Training isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. This role is based in our Audit team in our Bristol office. What we're looking for We want you to thrive in an environment built to help you succeed. We're looking for someone with: A 2:2 degree in any discipline (obtained or predicted) Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn, and feel respected, at all times. Why BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at audited entities and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
Exchange Street Claims & Financial Services
Chorley, Lancashire
As far as awards go, being the best financial planning firm to work for in the UK is some accolade. Especially since this business has now won it twice in a row. And when you break down what's on offer by joining them, you can see why they won. The stand out is that progression is standard. Progression is so important. Nothing satisfies people more than learning and development. Nothing aids staff retention like it. Nothing else makes you feel like you're listened to. Want to take exams? Great. Want to become a paraplanner? Fine. Fancy being a planner or manager at some point? Yep, they can look at that too. And opportunity will keep knocking. Why? Well here you'll support three planners but the office will though grow for a couple of reasons. One, the firm will continue being acquisitive so they'll be more planners brought into the fold (they are in talks with 3 IFA firms at present). And some planners who currently work out of another office will migrate across as it's closer. But the support team in Chorley at present stands at two, both of whom are part-time. And for a business that prides itself on the level of support each planner gets, that's unsustainable with the plans they have in place. Which is where you come in. You'll support the existing planners but will be part of a team that will grow and grow in the next two years. And as one of the first full-time adviser assistant through the door you'll have opportunities galore. There's paraplanning. They'll support you through your exams and put you on a pathway to Chartered status and a paraplanning position. There's mentoring. You'll help the office manager train/develop the staff that come in after you. Perhaps leadership roles will come your way too. And then there's all the input you can have into how the office does things. But that's not all. You'll start with 28 days holiday (plus bank holidays). You'll have proper induction and training plans (it's amazing how many firms don't put these in place). And you can work from home one day a week. Salary is above market rate and there's flexibility depending on what you can bring to the position. What you'll need: You'll have 2+ years experience working for a restricted/independent financial planning firm.You'll be confident working with technology (the firm uses X Plan at present but the firm is moving to a new system in Q1 2024).And given this and the ongoing acquisitions, you'll be good with change. Hitting a glass ceiling or think you're talent is being wasted? Click apply. We will be in touch to tell you everything you need to know.
Apr 21, 2024
Full time
As far as awards go, being the best financial planning firm to work for in the UK is some accolade. Especially since this business has now won it twice in a row. And when you break down what's on offer by joining them, you can see why they won. The stand out is that progression is standard. Progression is so important. Nothing satisfies people more than learning and development. Nothing aids staff retention like it. Nothing else makes you feel like you're listened to. Want to take exams? Great. Want to become a paraplanner? Fine. Fancy being a planner or manager at some point? Yep, they can look at that too. And opportunity will keep knocking. Why? Well here you'll support three planners but the office will though grow for a couple of reasons. One, the firm will continue being acquisitive so they'll be more planners brought into the fold (they are in talks with 3 IFA firms at present). And some planners who currently work out of another office will migrate across as it's closer. But the support team in Chorley at present stands at two, both of whom are part-time. And for a business that prides itself on the level of support each planner gets, that's unsustainable with the plans they have in place. Which is where you come in. You'll support the existing planners but will be part of a team that will grow and grow in the next two years. And as one of the first full-time adviser assistant through the door you'll have opportunities galore. There's paraplanning. They'll support you through your exams and put you on a pathway to Chartered status and a paraplanning position. There's mentoring. You'll help the office manager train/develop the staff that come in after you. Perhaps leadership roles will come your way too. And then there's all the input you can have into how the office does things. But that's not all. You'll start with 28 days holiday (plus bank holidays). You'll have proper induction and training plans (it's amazing how many firms don't put these in place). And you can work from home one day a week. Salary is above market rate and there's flexibility depending on what you can bring to the position. What you'll need: You'll have 2+ years experience working for a restricted/independent financial planning firm.You'll be confident working with technology (the firm uses X Plan at present but the firm is moving to a new system in Q1 2024).And given this and the ongoing acquisitions, you'll be good with change. Hitting a glass ceiling or think you're talent is being wasted? Click apply. We will be in touch to tell you everything you need to know.
Financial Planning Administrator - Leeds, hybrid - up to around £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Leeds
Apr 20, 2024
Full time
Financial Planning Administrator - Leeds, hybrid - up to around £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Leeds
Financial Planning Administrator - Knutsford, hybrid - up to around £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Knutsford office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Knutsford
Apr 20, 2024
Full time
Financial Planning Administrator - Knutsford, hybrid - up to around £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Knutsford office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Knutsford
BDO Tax Graduate Programme - South East Salary: £26,000 Locations: Southampton 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. THIS IS WHERE IT ALL BEGINS Our Tax professionals draw on their comprehensive experience to deliver industry-leading insights and innovation. Our tax services include advice on employment taxation and international tax, transaction support for mergers and acquisitions, VAT services, expatriate tax advice and more. Tax is a rewarding area for diverse personalities, whether you enjoy untangling complex technical details, working with technology, relish connecting with and helping brilliant people, or love solving problems in new and unique ways. There are always fresh challenges to face as part of the Tax team. The Tax Graduate Programme The three-year Tax Graduate Programme is your opportunity to learn the business inside out, get hands-on experience on real projects and achieve a recognised professional qualification. We'll cover your fees and give you the training and support you need to balance your work and studies. T raining isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. Through our 'tax academy ', you'll engage in partner-led workshops each month to support your development and grow your consulting skills. It's also a chance for you to learn alongside your national tax trainee cohort and build your professional network. What we're looking for We want you to thrive in an environment built to help you succeed. We're looking for someone with: A 2:2 degree in any discipline (obtained or predicted) Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn, and feel respected, at all times . Why BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at client sites and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
Apr 19, 2024
Full time
BDO Tax Graduate Programme - South East Salary: £26,000 Locations: Southampton 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. The entrepreneurial businesses we work with are Britain's economic engine - ambitious and high-growth businesses that fuel the economy - and the owners and management teams that lead them. THIS IS WHERE IT ALL BEGINS Our Tax professionals draw on their comprehensive experience to deliver industry-leading insights and innovation. Our tax services include advice on employment taxation and international tax, transaction support for mergers and acquisitions, VAT services, expatriate tax advice and more. Tax is a rewarding area for diverse personalities, whether you enjoy untangling complex technical details, working with technology, relish connecting with and helping brilliant people, or love solving problems in new and unique ways. There are always fresh challenges to face as part of the Tax team. The Tax Graduate Programme The three-year Tax Graduate Programme is your opportunity to learn the business inside out, get hands-on experience on real projects and achieve a recognised professional qualification. We'll cover your fees and give you the training and support you need to balance your work and studies. T raining isn't just about passing the exams, you'll learn a range of personal, management and commercial skills that will help you become a fully rounded professional. Through our 'tax academy ', you'll engage in partner-led workshops each month to support your development and grow your consulting skills. It's also a chance for you to learn alongside your national tax trainee cohort and build your professional network. What we're looking for We want you to thrive in an environment built to help you succeed. We're looking for someone with: A 2:2 degree in any discipline (obtained or predicted) Three A-levels or equivalent at A -C excluding General Studies and Extended Projects (obtained or predicted) 9-4 in Maths and English at GCSE/Scottish Standards or equivalent (non-UK qualifications also considered) Ability and commitment to balance study and professional work Strong desire to understand our business and achieve your full potential When you join us, we'll make your growth our priority. We're always looking for ways to invest in and develop our people. That means providing you with an environment where you can grow, learn, and feel respected, at all times . Why BDO? Ask anyone what they love about working at BDO and they'll tell you it's the people. We're a friendly and diverse bunch who work hard to achieve the best outcomes and know how to have fun too. We work in an agile way, with a mix of time in the office, at client sites and from home. We're prioritising time in the office to really support your development as part of the programme so it's important to live a commutable distance from the office. We're also committed to your wellbeing. Agile working gives you flexibility around how you work to achieve the best quality outcomes for you, your team and the firm. And we offer an extensive range of benefits that cover your lifestyle, protection, money and wellbeing - everything you need to perform at your best in and out of work. This is where it all begins. Start your career journey with BDO. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
Financial Planning Administrator - Manchester, hybrid - up to £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Wealth Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Wealth Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Wealth Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Wealth Planners to seek out and nurture opportunities for new business assisting with client research on behalf of Wealth Planner maximising output from the existing client bank, and on-boarding prospective new clients Assist the Wealth Planner to explore opportunities for referrals & professional connection introductions Keep abreast of Wealth Planner and Hub targets, adding value to their achievement Maintain a basic level of industry knowledge through private reading/attending workshops etc. Skills & Experience The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Manchester
Apr 19, 2024
Full time
Financial Planning Administrator - Manchester, hybrid - up to £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Wealth Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Wealth Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Wealth Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Wealth Planners to seek out and nurture opportunities for new business assisting with client research on behalf of Wealth Planner maximising output from the existing client bank, and on-boarding prospective new clients Assist the Wealth Planner to explore opportunities for referrals & professional connection introductions Keep abreast of Wealth Planner and Hub targets, adding value to their achievement Maintain a basic level of industry knowledge through private reading/attending workshops etc. Skills & Experience The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Manchester
Financial Planning Administrator Up to £30,000 per annum, Life cover, income protection and health cash plan Eye care vouchers Enhanced annual leave increasing with service Flexible/ Smart working Employee assistance programme We are so excited to be representing such a highly regarded business advisory practice who due to continued success and expansion, are now seeking an additional Financial Planning Administrator to join their office in Leeds city centre.This is a highly professional practice who knows that their biggest asset is their people. As such they have an extremely supportive leadership team who offer continued professional development and study support as well as a long-term career.On offer will be a competitive benefits package and salary along with the security of a long-term role and study support for industry exams. The Role This will be an incredibly varied role providing 360' support to a team of independent financial planners. The overall purpose will be to provide first line administrative and technical support to the Financial Planning Consultant whilst continuing to be the main point of contact for clients maintaining a high level of service. Core duties will involve: Processing new business. Gathering documentation for review meetings. Obtaining valuations and new business illustrations. Preparation of the suitability report and conducting research. Preparing meeting and review packs. Completing compliance checks on businesses. Handling queries from clients and maintaining client databases. Carrying out general tasks in support of the Financial Planning Consultant as and when required. Requirements Candidates will ideally have: Experience of working in a similar role / capacity with working knowledge of pensions and investments. Ideally part Diploma qualified, however this is not essential, work experience is more important. The ability to work unsupervised but to contribute and work effectively as part of a team. Excellent organisation and prioritisation skills. Great communication skills (both written and verbal) and to demonstrate these continuously whilst providing an exceptional level of customer service. For further details or to apply, send your CV to . com
Apr 19, 2024
Full time
Financial Planning Administrator Up to £30,000 per annum, Life cover, income protection and health cash plan Eye care vouchers Enhanced annual leave increasing with service Flexible/ Smart working Employee assistance programme We are so excited to be representing such a highly regarded business advisory practice who due to continued success and expansion, are now seeking an additional Financial Planning Administrator to join their office in Leeds city centre.This is a highly professional practice who knows that their biggest asset is their people. As such they have an extremely supportive leadership team who offer continued professional development and study support as well as a long-term career.On offer will be a competitive benefits package and salary along with the security of a long-term role and study support for industry exams. The Role This will be an incredibly varied role providing 360' support to a team of independent financial planners. The overall purpose will be to provide first line administrative and technical support to the Financial Planning Consultant whilst continuing to be the main point of contact for clients maintaining a high level of service. Core duties will involve: Processing new business. Gathering documentation for review meetings. Obtaining valuations and new business illustrations. Preparation of the suitability report and conducting research. Preparing meeting and review packs. Completing compliance checks on businesses. Handling queries from clients and maintaining client databases. Carrying out general tasks in support of the Financial Planning Consultant as and when required. Requirements Candidates will ideally have: Experience of working in a similar role / capacity with working knowledge of pensions and investments. Ideally part Diploma qualified, however this is not essential, work experience is more important. The ability to work unsupervised but to contribute and work effectively as part of a team. Excellent organisation and prioritisation skills. Great communication skills (both written and verbal) and to demonstrate these continuously whilst providing an exceptional level of customer service. For further details or to apply, send your CV to . com
Job Description Mortgage Advisor - Trainee Embark on a rewarding Mortgage Advising career at Connells Group, where you'll gain access to all the tools, knowledge, and training necessary to excel in financial services. Eager for change? Ready to fuel your ambitions and propel your career to new heights? Join the largest property group in the UK and seize the opportunity to conquer new challenges and embrace growth. Are you seeking a fresh challenge? Or have you recently attained your CeMAP or CF qualifications and aspire to launch your career with an award-winning firm? We have the perfect role for you, offering multiple routes into our market-leading business. Why Choose Us Access to the best training and development programme in the industry, ensuring your success as a fully qualified Mortgage Advisor. Seamless integration into our day-to-day Mortgage Services, collaborating closely with our Estate Agency colleagues. Competitive basic salary paired with an uncapped commission structure. OTE: £36,000 - £45,000 (depending on experience) A progressive career journey with opportunities to further your professional qualifications. Access to an award-winning mortgage service with exclusive products. Full centralised administration and compliance support. Ongoing training and support to keep you ahead of the game. About Our Company Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes , mortgage services , surveying , conveyancing and more!As a Mortgage Advisor with our company, you'll be responsible for providing expert advice and guidance to our clients on a range of mortgage products and services, utilizing your industry expertise and knowledge to help clients navigate the complex mortgage market and find the right products to suit their individual needs. The Job Provide expert advice to clients on a range of mortgage products and services. Build strong relationships with clients, working closely with them to identify their needs. Conduct thorough financial assessments to determine clients' borrowing capabilities and risk profiles. Source and secure the best mortgage deals for clients, providing ongoing support throughout the process. You Minimum 1 year of experience as a Mortgage Advisor or working in sales, with a willingness to study towards your Certificate in Financial Services/CeMAP exams. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Self-motivated, professional, and passionate about delivering exceptional service. Driven to exceed goals and thrive under pressure. Resilient and positive, with a keen interest in a career in financial services. Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.MS01658
Apr 19, 2024
Full time
Job Description Mortgage Advisor - Trainee Embark on a rewarding Mortgage Advising career at Connells Group, where you'll gain access to all the tools, knowledge, and training necessary to excel in financial services. Eager for change? Ready to fuel your ambitions and propel your career to new heights? Join the largest property group in the UK and seize the opportunity to conquer new challenges and embrace growth. Are you seeking a fresh challenge? Or have you recently attained your CeMAP or CF qualifications and aspire to launch your career with an award-winning firm? We have the perfect role for you, offering multiple routes into our market-leading business. Why Choose Us Access to the best training and development programme in the industry, ensuring your success as a fully qualified Mortgage Advisor. Seamless integration into our day-to-day Mortgage Services, collaborating closely with our Estate Agency colleagues. Competitive basic salary paired with an uncapped commission structure. OTE: £36,000 - £45,000 (depending on experience) A progressive career journey with opportunities to further your professional qualifications. Access to an award-winning mortgage service with exclusive products. Full centralised administration and compliance support. Ongoing training and support to keep you ahead of the game. About Our Company Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes , mortgage services , surveying , conveyancing and more!As a Mortgage Advisor with our company, you'll be responsible for providing expert advice and guidance to our clients on a range of mortgage products and services, utilizing your industry expertise and knowledge to help clients navigate the complex mortgage market and find the right products to suit their individual needs. The Job Provide expert advice to clients on a range of mortgage products and services. Build strong relationships with clients, working closely with them to identify their needs. Conduct thorough financial assessments to determine clients' borrowing capabilities and risk profiles. Source and secure the best mortgage deals for clients, providing ongoing support throughout the process. You Minimum 1 year of experience as a Mortgage Advisor or working in sales, with a willingness to study towards your Certificate in Financial Services/CeMAP exams. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Self-motivated, professional, and passionate about delivering exceptional service. Driven to exceed goals and thrive under pressure. Resilient and positive, with a keen interest in a career in financial services. Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.MS01658
Trainee Health and Safety Coordinator Are you looking to kick-start a new career in health and safety? Our award winning Traineeships are the easiest way to start a new career. We are recruiting for companies who are looking to employ our Health and Safety Traineeship graduates to keep up with their growth. The best part is you will not need any previous experience as full training will be provided. You will also have the reassurance of a job guarantee (£20K-£30K) within 20 miles of your location upon completion. Whether you are working full time, part-time or unemployed, our Health and Safety Traineeship has the flexibility to be completed at a pace that suits you. The traineeship is completed in 4 easy steps before leading onto your new job. Step 1 - IOSH - Managing Safely - (Training Course) Step 2 - NEBOSH - (Training Course) Step 3 - Risk Assessments - (Practical Assesment) Step 4 - NEBOSH Exams - (Official Exams) Your Job Upon Completion Once you have completed all of the mandatory training and exams, we will place you into an entry level health & safety role as either a advisor, officer or coordinator, where you will be guaranteed a starting salary of £18K-£30K. We have partnered with a number of large organisations strategically located throughout the UK, providing a nationwide reach of jobs for our candidates. Responsibilities: • Maintain and manage health and safety polices, safety training and document control systems • Maintain, update and create standard operating procedures and assist in the implementation of continuous improvement safety projects • Complete regular reviews of risk assessments for all work equipment and operations • Ensure that all accidents are documented, investigated and recommend improvements • Conduct health and safety inspections, fire drills and fire alarms are correctly reported, safety inspections, risk assessments and lone working procedures are managed, and employees are aware of their responsibilities • Order and monitor PPE stock At a one off cost of £945, or 8 monthly payments of £137, this represents a great opportunity to start a rewarding career in health and safety and have a real career ladder to start climbing. If you are not offered a role at the end of the training we will refund 100% of your course fees. We have a proven track record of placing 500+ candidates into new roles each year. Check out our website for our latest success stories. Read through the information? Passionate about starting a career in coding? Apply now and one of our friendly advisors will be in touch.
Dec 05, 2021
Full time
Trainee Health and Safety Coordinator Are you looking to kick-start a new career in health and safety? Our award winning Traineeships are the easiest way to start a new career. We are recruiting for companies who are looking to employ our Health and Safety Traineeship graduates to keep up with their growth. The best part is you will not need any previous experience as full training will be provided. You will also have the reassurance of a job guarantee (£20K-£30K) within 20 miles of your location upon completion. Whether you are working full time, part-time or unemployed, our Health and Safety Traineeship has the flexibility to be completed at a pace that suits you. The traineeship is completed in 4 easy steps before leading onto your new job. Step 1 - IOSH - Managing Safely - (Training Course) Step 2 - NEBOSH - (Training Course) Step 3 - Risk Assessments - (Practical Assesment) Step 4 - NEBOSH Exams - (Official Exams) Your Job Upon Completion Once you have completed all of the mandatory training and exams, we will place you into an entry level health & safety role as either a advisor, officer or coordinator, where you will be guaranteed a starting salary of £18K-£30K. We have partnered with a number of large organisations strategically located throughout the UK, providing a nationwide reach of jobs for our candidates. Responsibilities: • Maintain and manage health and safety polices, safety training and document control systems • Maintain, update and create standard operating procedures and assist in the implementation of continuous improvement safety projects • Complete regular reviews of risk assessments for all work equipment and operations • Ensure that all accidents are documented, investigated and recommend improvements • Conduct health and safety inspections, fire drills and fire alarms are correctly reported, safety inspections, risk assessments and lone working procedures are managed, and employees are aware of their responsibilities • Order and monitor PPE stock At a one off cost of £945, or 8 monthly payments of £137, this represents a great opportunity to start a rewarding career in health and safety and have a real career ladder to start climbing. If you are not offered a role at the end of the training we will refund 100% of your course fees. We have a proven track record of placing 500+ candidates into new roles each year. Check out our website for our latest success stories. Read through the information? Passionate about starting a career in coding? Apply now and one of our friendly advisors will be in touch.
Trainee Health and Safety Coordinator Are you looking to kick-start a new career in health and safety? Our award winning Traineeships are the easiest way to start a new career. We are recruiting for companies who are looking to employ our Health and Safety Traineeship graduates to keep up with their growth. The best part is you will not need any previous experience as full training will be provided. You will also have the reassurance of a job guarantee (£20K-£30K) within 20 miles of your location upon completion. Whether you are working full time, part-time or unemployed, our Health and Safety Traineeship has the flexibility to be completed at a pace that suits you. The traineeship is completed in 4 easy steps before leading onto your new job. Step 1 - IOSH - Managing Safely - (Training Course) Step 2 - NEBOSH - (Training Course) Step 3 - Risk Assessments - (Practical Assesment) Step 4 - NEBOSH Exams - (Official Exams) Your Job Upon Completion Once you have completed all of the mandatory training and exams, we will place you into an entry level health & safety role as either a advisor, officer or coordinator, where you will be guaranteed a starting salary of £18K-£30K. We have partnered with a number of large organisations strategically located throughout the UK, providing a nationwide reach of jobs for our candidates. Responsibilities: • Maintain and manage health and safety polices, safety training and document control systems • Maintain, update and create standard operating procedures and assist in the implementation of continuous improvement safety projects • Complete regular reviews of risk assessments for all work equipment and operations • Ensure that all accidents are documented, investigated and recommend improvements • Conduct health and safety inspections, fire drills and fire alarms are correctly reported, safety inspections, risk assessments and lone working procedures are managed, and employees are aware of their responsibilities • Order and monitor PPE stock At a one off cost of £945, or 8 monthly payments of £137, this represents a great opportunity to start a rewarding career in health and safety and have a real career ladder to start climbing. If you are not offered a role at the end of the training we will refund 100% of your course fees. We have a proven track record of placing 500+ candidates into new roles each year. Check out our website for our latest success stories. Read through the information? Passionate about starting a career in coding? Apply now and one of our friendly advisors will be in touch.
Dec 05, 2021
Full time
Trainee Health and Safety Coordinator Are you looking to kick-start a new career in health and safety? Our award winning Traineeships are the easiest way to start a new career. We are recruiting for companies who are looking to employ our Health and Safety Traineeship graduates to keep up with their growth. The best part is you will not need any previous experience as full training will be provided. You will also have the reassurance of a job guarantee (£20K-£30K) within 20 miles of your location upon completion. Whether you are working full time, part-time or unemployed, our Health and Safety Traineeship has the flexibility to be completed at a pace that suits you. The traineeship is completed in 4 easy steps before leading onto your new job. Step 1 - IOSH - Managing Safely - (Training Course) Step 2 - NEBOSH - (Training Course) Step 3 - Risk Assessments - (Practical Assesment) Step 4 - NEBOSH Exams - (Official Exams) Your Job Upon Completion Once you have completed all of the mandatory training and exams, we will place you into an entry level health & safety role as either a advisor, officer or coordinator, where you will be guaranteed a starting salary of £18K-£30K. We have partnered with a number of large organisations strategically located throughout the UK, providing a nationwide reach of jobs for our candidates. Responsibilities: • Maintain and manage health and safety polices, safety training and document control systems • Maintain, update and create standard operating procedures and assist in the implementation of continuous improvement safety projects • Complete regular reviews of risk assessments for all work equipment and operations • Ensure that all accidents are documented, investigated and recommend improvements • Conduct health and safety inspections, fire drills and fire alarms are correctly reported, safety inspections, risk assessments and lone working procedures are managed, and employees are aware of their responsibilities • Order and monitor PPE stock At a one off cost of £945, or 8 monthly payments of £137, this represents a great opportunity to start a rewarding career in health and safety and have a real career ladder to start climbing. If you are not offered a role at the end of the training we will refund 100% of your course fees. We have a proven track record of placing 500+ candidates into new roles each year. Check out our website for our latest success stories. Read through the information? Passionate about starting a career in coding? Apply now and one of our friendly advisors will be in touch.
Resource Solutions - Tilney Smith and Williamson
City, London
If you're looking to join an organisation that will give you the right opportunities and experience to develop your career, join Tilney Smith and Williamson. The Tilney Smith and Williamson's personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services. We are seeking a talented individual to join our London office team, where we provide the full range of our services: business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, pensions and financial planning and advice on personal tax and trusts. The purpose of this role is to provide full administrative support to a private client investment team based in the Moorgate office in London. As Private Client Administrator your responsibilities will include: Administration Collate and help prepare periodic valuation reports. Input external payments to be made to third parties Produce ad hoc reports and collate documentation for client meetings. Help prepare new business written pitches and Powerpoint presentations. Liaise with Investment Settlement Operations and Banking department on administrative matters eg stock transfers, corporate actions. Liaise with third par es, including financial planners, accountants and pension providers Deal with cash transfers and foreign exchange transactions for clients. Assist in se ng up new clients - collating personal details, stock history, bank details etc. Collate and dispatch general documentation in the management of client affairs. Assist in researching and resolving client queries. Compliance and Training Ensure familiarity and compliance with FCA requirements. Attend annual compliance briefings. Detailed training using the team's core operating system for managing client affairs (Avaloq) Attend internal/external meetings as appropriate. Team Support Answer telephone and answer general client enquiries in a timely fashion Arrange and prepare client meetings on behalf of the investment managers Assist in drafting general correspondence and performance reporting. Build relationships of trust & liaise with clients and their advisors. Maintain all client administration for the team, including all eFiles Coordinate the team's maintenance of KYC records. Assist with the onboarding of new clients To be successful in this role, you should meet the following requirements: Put the client first and focuses on delivering the right solutions Deliver excellent service Trustworthy Integrity Sound Judgement Personal Leadership & Teamwork Embracing Change Communication Organisation Attention to detail Educated to A Level standard or equivalent Degree education preferred but not essential CISI IOC qualification and/or willingness to take the CISI Investment Advice Diploma (IAD) exams would be advantageous. High levels of numeracy. Excellent communication skills - written and verbal. Analytical skills - for investigating and researching problems. A proven ability to prioritise tasks and resolve issues in a timely fashion IT - Proficient user of Microsoft Office applications (Excel, Word, PowerPoint, Outlook ) Specific training of the firm's core investment management operating system will be provided during the early stages of the role. Compliance - broad knowledge of FCA regulations and its application within retail investment management.
Dec 03, 2021
Full time
If you're looking to join an organisation that will give you the right opportunities and experience to develop your career, join Tilney Smith and Williamson. The Tilney Smith and Williamson's personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services. We are seeking a talented individual to join our London office team, where we provide the full range of our services: business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, pensions and financial planning and advice on personal tax and trusts. The purpose of this role is to provide full administrative support to a private client investment team based in the Moorgate office in London. As Private Client Administrator your responsibilities will include: Administration Collate and help prepare periodic valuation reports. Input external payments to be made to third parties Produce ad hoc reports and collate documentation for client meetings. Help prepare new business written pitches and Powerpoint presentations. Liaise with Investment Settlement Operations and Banking department on administrative matters eg stock transfers, corporate actions. Liaise with third par es, including financial planners, accountants and pension providers Deal with cash transfers and foreign exchange transactions for clients. Assist in se ng up new clients - collating personal details, stock history, bank details etc. Collate and dispatch general documentation in the management of client affairs. Assist in researching and resolving client queries. Compliance and Training Ensure familiarity and compliance with FCA requirements. Attend annual compliance briefings. Detailed training using the team's core operating system for managing client affairs (Avaloq) Attend internal/external meetings as appropriate. Team Support Answer telephone and answer general client enquiries in a timely fashion Arrange and prepare client meetings on behalf of the investment managers Assist in drafting general correspondence and performance reporting. Build relationships of trust & liaise with clients and their advisors. Maintain all client administration for the team, including all eFiles Coordinate the team's maintenance of KYC records. Assist with the onboarding of new clients To be successful in this role, you should meet the following requirements: Put the client first and focuses on delivering the right solutions Deliver excellent service Trustworthy Integrity Sound Judgement Personal Leadership & Teamwork Embracing Change Communication Organisation Attention to detail Educated to A Level standard or equivalent Degree education preferred but not essential CISI IOC qualification and/or willingness to take the CISI Investment Advice Diploma (IAD) exams would be advantageous. High levels of numeracy. Excellent communication skills - written and verbal. Analytical skills - for investigating and researching problems. A proven ability to prioritise tasks and resolve issues in a timely fashion IT - Proficient user of Microsoft Office applications (Excel, Word, PowerPoint, Outlook ) Specific training of the firm's core investment management operating system will be provided during the early stages of the role. Compliance - broad knowledge of FCA regulations and its application within retail investment management.
What it's about Cambridge Assessment has an exciting opportunity for a Solution Architect to be part of its architecture team. The architecture function provides the designs context, decision making frameworks, guidance and governance that enables Cambridge Assessment to make the best decisions about enterprise and solution architecture to support the business. What you'll be doing As a Solution Architect you will work with business, domain and enterprise architects, business analysts, business leaders and other subject matter expert colleagues to advise, analyse, design and document architectural solutions at all levels of detail. Working as part of the architecture team to develop and enhance the architectural framework, governance processes and architecture repository you will support continual improvement and engagement of the enterprise and solution architecture practice across Cambridge Assessment. Addressing all the pertinent concerns of project and programme stakeholders, you will produce consistent and relevant artefacts and deliverables to illustrate design and providing collaborative support and guidance to other project and practice team members. Key responsibilities: Advise, analyse, design and document architecture solutions meeting functional and non-functional requirements; take ownership of the end to end architectural designs; ensure compliance of solutions to architectural standards Collaborate with Information/Data, Security, Infrastructure architecture to produce optimal designs Use architectural expertise to propose designs and work with key stake holders as necessary to support approval of architectural output Support key stakeholders in decision making process Offer advice and support for technical and business colleagues when required Provide thought leadership in digital trends and technologies Design data management processes following principles and contribute to data principles and information modelling What we're looking for A highly experienced IT professional who can work across various disciplines, business units, and architecture domains to support change initiatives. This role requires a considerable ability to handle complexity; self-management and emotional intelligence skills are crucial, as is the ability to remain objective and to influence and advise others on the strength of excellent evidence-based analysis and communication. The Solution Architect will need to be comfortable working with partial or assumed information, high levels of change, often fluid requirements and multiple projects concurrently, all of which may have dynamic priorities that the job holder will need to respond to. Communication and collaboration are key factors to the successful role of Solution Architect. The mix of good technical skill and the ability to collaborate are crucial to the job. S/he should be viewed as a trusted advisor in the enterprise by the IT organization, the clients they serve, and senior leaders. Qualifications (desirable) Enterprise Architecture framework certification Degree or higher degree Supporting industry recognised certifications such as ITIL, Prince etc. BCS Membership Industry recognised technical certifications Any data engineering or data architecture related certification Skills The candidate will be an all-rounder with broad knowledge across all technical and non-technical aspects of solution architecture and design, including maintaining an awareness of wider industry trends Suitable candidates are likely to have senior software design, engineering or systems analysis backgrounds, possibly in a leadership role, and be able to demonstrate significant customer-facing experience and architecture/design responsibility in their recent career The successful candidate will have wide ranging experience of solutions design in a broad range of technical environments together with skills in requirements validation, process modelling, systems analysis, and in-depth knowledge of common architectural styles and patterns. We are seeking expertise in service-oriented and event-driven architectures and designing for security and scalability Ability to communicate with technical and non-technical audience; ability to communicate contextual narrative using story telling techniques Passionate about driving innovation, provide thought leadership, hunger for learning and critical thinking skills to find innovative solutions Experience in data management, data modelling and model-based insights to create value and drive effective decision making Experience Good experience working in an enterprise architecture & design team Good experience working in heterogeneous technology environments Good experience working with business stakeholders understanding and helping them to develop their needs Ability to work creatively and analytically to solve business problems Ability to work effectively in a team environment and lead cross-functional teams Behaviours Exceptional interpersonal skills, including teamwork, facilitation and negotiation with the ability to communicate very technical issues plainly to non-technical audience. Who we are? At Cambridge Assessment, our purpose is to help learners demonstrate and fulfil their potential. We care about making a difference for every learner. As a department of the University of Cambridge, we provide education programmes and exams in over 170 countries, offering global recognition. We unlock the power of education for millions of learners of all ages and abilities. Benefits In addition to a competitive salary, we offer a comprehensive package of benefits to help with your life both inside and outside of work: Generous contributory pension 28 days annual leave, plus bank holidays Annual performance related bonus and increases (discretionary) Enhanced maternity/paternity pay# Employee discount and cash back scheme at 2,500 retailers Cycle scheme Season Ticket Loan Subsidised staff restaurants Support for professional qualifications Discounted access to the University of Cambridge Sport Centre, along with various other local gyms. We know that diversity of thinking, backgrounds and approaches lead to innovation and create an atmosphere where everyone's contribution is valued. As well as wanting to create diverse teams, we also value diversity in the way our people approach their work. Work/life balance is important to us at Cambridge Assessment and we offer our colleagues a range of flexible working options according to the needs of the business and the individual, so please let us know of any flexible working requirements when applying and we can see how we can support you. The closing date for receipt of applications is 29 March 2021 and interviews will be held during April 2021. To apply, please upload your CV and covering letter on our website by clicking the APPLY button. If you're successful at interview stage we will ask you to undergo background screening (carried out by Credence Background Screening Ltd), to ensure that all information provided to us is accurate. We wish you all the very best with your application. The University of Cambridge will be bringing together its publishing and assessment operations to create a single organisation from 1 August 2021. Cambridge University Press and Cambridge Assessment publish and create world-leading content and examinations that are used across more than 170 countries. The move is in response to a growing desire from learners, teachers and researchers to engage with Cambridge in a joined up digital way, and the demand for innovative products that combine expertise in learning and assessment. The new organisation will have the capabilities to provide world leading assessment, learning and academic research offerings globally, under the Cambridge brand and backed by first class teaching and research departments. CAMBRIDGE ASSESSMENT IS AN EQUAL OPPORTUNITIES EMPLOYER
Mar 18, 2021
Full time
What it's about Cambridge Assessment has an exciting opportunity for a Solution Architect to be part of its architecture team. The architecture function provides the designs context, decision making frameworks, guidance and governance that enables Cambridge Assessment to make the best decisions about enterprise and solution architecture to support the business. What you'll be doing As a Solution Architect you will work with business, domain and enterprise architects, business analysts, business leaders and other subject matter expert colleagues to advise, analyse, design and document architectural solutions at all levels of detail. Working as part of the architecture team to develop and enhance the architectural framework, governance processes and architecture repository you will support continual improvement and engagement of the enterprise and solution architecture practice across Cambridge Assessment. Addressing all the pertinent concerns of project and programme stakeholders, you will produce consistent and relevant artefacts and deliverables to illustrate design and providing collaborative support and guidance to other project and practice team members. Key responsibilities: Advise, analyse, design and document architecture solutions meeting functional and non-functional requirements; take ownership of the end to end architectural designs; ensure compliance of solutions to architectural standards Collaborate with Information/Data, Security, Infrastructure architecture to produce optimal designs Use architectural expertise to propose designs and work with key stake holders as necessary to support approval of architectural output Support key stakeholders in decision making process Offer advice and support for technical and business colleagues when required Provide thought leadership in digital trends and technologies Design data management processes following principles and contribute to data principles and information modelling What we're looking for A highly experienced IT professional who can work across various disciplines, business units, and architecture domains to support change initiatives. This role requires a considerable ability to handle complexity; self-management and emotional intelligence skills are crucial, as is the ability to remain objective and to influence and advise others on the strength of excellent evidence-based analysis and communication. The Solution Architect will need to be comfortable working with partial or assumed information, high levels of change, often fluid requirements and multiple projects concurrently, all of which may have dynamic priorities that the job holder will need to respond to. Communication and collaboration are key factors to the successful role of Solution Architect. The mix of good technical skill and the ability to collaborate are crucial to the job. S/he should be viewed as a trusted advisor in the enterprise by the IT organization, the clients they serve, and senior leaders. Qualifications (desirable) Enterprise Architecture framework certification Degree or higher degree Supporting industry recognised certifications such as ITIL, Prince etc. BCS Membership Industry recognised technical certifications Any data engineering or data architecture related certification Skills The candidate will be an all-rounder with broad knowledge across all technical and non-technical aspects of solution architecture and design, including maintaining an awareness of wider industry trends Suitable candidates are likely to have senior software design, engineering or systems analysis backgrounds, possibly in a leadership role, and be able to demonstrate significant customer-facing experience and architecture/design responsibility in their recent career The successful candidate will have wide ranging experience of solutions design in a broad range of technical environments together with skills in requirements validation, process modelling, systems analysis, and in-depth knowledge of common architectural styles and patterns. We are seeking expertise in service-oriented and event-driven architectures and designing for security and scalability Ability to communicate with technical and non-technical audience; ability to communicate contextual narrative using story telling techniques Passionate about driving innovation, provide thought leadership, hunger for learning and critical thinking skills to find innovative solutions Experience in data management, data modelling and model-based insights to create value and drive effective decision making Experience Good experience working in an enterprise architecture & design team Good experience working in heterogeneous technology environments Good experience working with business stakeholders understanding and helping them to develop their needs Ability to work creatively and analytically to solve business problems Ability to work effectively in a team environment and lead cross-functional teams Behaviours Exceptional interpersonal skills, including teamwork, facilitation and negotiation with the ability to communicate very technical issues plainly to non-technical audience. Who we are? At Cambridge Assessment, our purpose is to help learners demonstrate and fulfil their potential. We care about making a difference for every learner. As a department of the University of Cambridge, we provide education programmes and exams in over 170 countries, offering global recognition. We unlock the power of education for millions of learners of all ages and abilities. Benefits In addition to a competitive salary, we offer a comprehensive package of benefits to help with your life both inside and outside of work: Generous contributory pension 28 days annual leave, plus bank holidays Annual performance related bonus and increases (discretionary) Enhanced maternity/paternity pay# Employee discount and cash back scheme at 2,500 retailers Cycle scheme Season Ticket Loan Subsidised staff restaurants Support for professional qualifications Discounted access to the University of Cambridge Sport Centre, along with various other local gyms. We know that diversity of thinking, backgrounds and approaches lead to innovation and create an atmosphere where everyone's contribution is valued. As well as wanting to create diverse teams, we also value diversity in the way our people approach their work. Work/life balance is important to us at Cambridge Assessment and we offer our colleagues a range of flexible working options according to the needs of the business and the individual, so please let us know of any flexible working requirements when applying and we can see how we can support you. The closing date for receipt of applications is 29 March 2021 and interviews will be held during April 2021. To apply, please upload your CV and covering letter on our website by clicking the APPLY button. If you're successful at interview stage we will ask you to undergo background screening (carried out by Credence Background Screening Ltd), to ensure that all information provided to us is accurate. We wish you all the very best with your application. The University of Cambridge will be bringing together its publishing and assessment operations to create a single organisation from 1 August 2021. Cambridge University Press and Cambridge Assessment publish and create world-leading content and examinations that are used across more than 170 countries. The move is in response to a growing desire from learners, teachers and researchers to engage with Cambridge in a joined up digital way, and the demand for innovative products that combine expertise in learning and assessment. The new organisation will have the capabilities to provide world leading assessment, learning and academic research offerings globally, under the Cambridge brand and backed by first class teaching and research departments. CAMBRIDGE ASSESSMENT IS AN EQUAL OPPORTUNITIES EMPLOYER